Chesapeake Corporate Advisors

MAY 7, 2024

This article was originally published on June 8, 2023 on the I-95 Business website. The Tax Specialist helps you understand the tax implications of the sale—early on, based on the business valuation, then again later, after your team has negotiated a sale price. Selling your business may be one of the most pivotal events of your life.

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Chesapeake Corporate Advisors

APRIL 8, 2024

This article was originally published on October 7, 2023 on the I-95 Business website. Strong Execution and Negotiation Even the best deal strategy can fall down in execution. Today’s volatile economic environment has many business owners wondering if it is possible to sell their company now and achieve a good outcome.

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M&A Investment Banking Negotiation Investment 52

Sica Fletcher

APRIL 2, 2024

Here is a snippet from our SF Index, which tracks 22 of the most active acquirers in the insurance brokerage space: SF Index Deal Count, 2022-2023 The top 2 acquirers on the SF index also saw the most losses between 2022 and 2023. In contrast, however, the remaining agencies actually saw modest increases in deal count.

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Sica Fletcher

JULY 2, 2024

The graphic below illustrates the dramatic differences in activity among the top 25 buyers between 2022 and 2023. In a clear example of buyers’ extreme variability, big players like PCF came in at #2 overall in 2022 but dropped all the way back to #20 by the end of 2023.

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Insurance M&A Private Equity Advisory 52

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. It also opens the door for savvy buyers to talk them out of millions of dollars when it comes time for negotiations. Who Performs A Valuation? Learn more at SicaFletcher.com.

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Valuation M&A Insurance Advisory 52

Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

The Tesla board fell short on many – seemingly, all – levels: directors were not independent, their process was flawed in terms of timeline, negotiation etiquette, and a failure to conduct appropriate benchmarking, they did not fully inform their shareholders, and did not properly justify the scope of Musk’s staggering compensation.

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Sica Fletcher

JUNE 11, 2024

Since H1 2023, the average insurance brokerage valuation multiple has hovered around 11.6x 2023 saw a modest drop in insurance brokerage deal volume, from 1043 in 2022 to 957 in 2023, which experts predicted would remain static as the market regrouped to begin a slow growth into 2025. Learn more at SicaFletcher.com.

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Software Equity Group

APRIL 9, 2024

Doing so too soon could weaken your position in negotiations or cause misunderstandings. Guidance from an M&A Advisor : Your advisory team will typically oversee this intricate process for you, given its complexity. This intelligence is vital in helping you negotiate better terms and maximize your company’s value.

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Sica Fletcher

JUNE 14, 2024

S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. Negotiating Your Insurance Agency Purchase Price Even after you’ve determined the most likely insurance agency purchase price, the reality is that the rest of the M&A deal process is highly nuanced and requires a great degree of skill.

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Insurance Valuation M&A S&P 52

Sica Fletcher

JULY 31, 2024

Predictions in H2 2023 suggested that 2024 would be a year of slow recovery, largely dependent on the Federal Reserve’s decision to cut interest rates. in H2 2023 to 287.4B. Deal volume has experienced a drop from 2023. Look at industry publications and data centers to identify which advisory firms have the best reputations.

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MergersCorp M&A International

JANUARY 25, 2024

In 2023, Turn Capital also launched Turn Capital Opportunities Fund (TCOF I), raising external capital for the first time, to scale its unique investment strategy. The club was voted Community Club of the Year in 2023 and with its charity, Linnets in the Community, it has made a huge difference to the lives of local residents.

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Sica Fletcher

MARCH 26, 2024

The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. Due Diligence, Final Negotiations, & Closing Due diligence essentially takes the form of a secondary valuation the buyer conducts to uncover any potential risks in your company that have not already been discussed. Account-Based.

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M&A Insurance Valuation Advisory 52

Sica Fletcher

SEPTEMBER 17, 2024

This is why it’s so important to have an experienced partner on your team handling the valuation and all associated negotiations. What qualifies as a non-recurring expense when calculating the adjusted EBITDA for insurance agencies is often enthusiastically negotiated by your team and the buyer’s. Learn more at SicaFletcher.com.

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Insurance Valuation Profitability M&A 52

Focus Investment Banking

JULY 15, 2024

With these goals in mind, Marsh enlisted FOCUS Investment Banking in 2023 to identify and facilitate a deal that was about more than the bottom line. Owned and operated by three brothers (Bill Jr., Mike and Jamie ), Marsh believed a successful M&A journey should go beyond finding a way to exit and monetize their business.

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Focus Investment Banking

MAY 20, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. He built JML into a custom optical solutions provider over the course of 12 years, and in January 2023 oversaw the company’s purchase by Thorlabs, Inc.

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Sica Fletcher

APRIL 30, 2024

That amount is trickier, often subject to negotiation and various deal structures consisting of cash vs. equity and post-closing consulting/employment agreements. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Contact us to discuss a future partnership.

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Insurance Valuation M&A S&P 52

Sica Fletcher

OCTOBER 16, 2024

As of 2023, the market remains strong with RIAs of every size seeing moderate growth from their pre-pandemic numbers, as shown below: EBITDA Multiples for RIAs: 2020-2024 As is the case in many other industries, the RIA M&A market is robust but growing increasingly more complicated. Contact us for more information.

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Valuation Mergers and Acquisitions Insurance M&A 52

Sica Fletcher

SEPTEMBER 3, 2024

Risks When Selling an Insurance Agency Book of Business Once it’s been valued, marketed, and reviewed, the final steps in selling an insurance agency book of business are the final negotiations and closing. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

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Insurance Business Valuation M&A 52

Sica Fletcher

JULY 23, 2024

On average, brokerages that represent themselves take home 30% less than those represented by an experienced M&A advisory firm. This means that they often lack the specialized industry knowledge to effectively negotiate your deal. Talk To An Advisor We acknowledge our bias on this one, but the research doesn’t lie.

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M&A Insurance S&P Valuation 52

Sica Fletcher

MAY 15, 2024

Ask an Advisor Not only will an experienced M&A advisor have a better idea of how your insurance agency will be valued, they can also help you negotiate an even better payout when you take it to market. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

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Insurance M&A S&P Valuation 52

Sica Fletcher

SEPTEMBER 12, 2024

Changes in Final Negotiations Following the buyer’s due diligence, their teams will meet with your advisors to discuss the contract’s final terms. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Learn more at SicaFletcher.com.

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Sica Fletcher

JUNE 20, 2024

PE Cost of Debt vs. RoR, H1 2020 - H2 2023 This inverse spread indicates one of the strongest seller’s markets we’ve seen in the insurance M&A market to date. The buyer pool has increased dramatically over the last two decades, from ~5 key players in 2007 to 50+ in 2023. in 2020 to 9.5% Increased Buyer Demand.

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Sica Fletcher

MARCH 12, 2024

They include: Insurance Agency Valuation Trends and Challenges: 2024 Edition Despite many industry descriptions of Q2 2022-Q4 2023 as a poor period for M&A activity, insurance agency valuations have remained strong during this time. Want More Information on Insurance Agency Valuation? Learn more at , ,, SicaFletcher.com.

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Valuation Insurance M&A Profitability 52

Cooley M&A

JANUARY 25, 2023

This post takes a deeper dive into what we see as the pivotal events and deals that propelled the life sciences industry in 2022, and our view on what to expect looking ahead to 2023. While parties may opt to test these new theories in court, companies should be ready for extended review periods and a skeptical FTC.

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M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Growth Business

MARCH 1, 2024

As of April 2023, there is a record amount of unspent private equity money (colloquially known as dry powder) of around £3.7 Private equity market in 2024 According to KPMG , UK private equity activity slumped by 10 per cent in 2023, as high inflation, interest rates and geopolitical tension took their toll on the market.

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Focus Investment Banking

MARCH 7, 2025

These types of deals, which started taking shape in the 2010s with many platforms established from 2015 through 2023, are becoming more varied and complicated, creating shifts in deal structures. Again, this illustrates the importance of seeking multiple offers and negotiating each before choosing a winner.

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