Sica Fletcher

AUGUST 5, 2024

According to the report, SF Index members acquired 242 Agents/Brokers in the first half of the year, totaling $635M in agency and broker revenue (approximately 45% less than the same period in 2023). Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

According to the report, SF Index members acquired 242 Agents/Brokers in the first half of the year, totaling $635M in agency and broker revenue (approximately 45% less than the same period in 2023). Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Solganick & Co.

MAY 1, 2023

M&A Snapshot Technology Services MSPs April 2023 May 1, 2023 – Solganick & Co. We are seeing private equity firms continue to invest in and consolidate the MSP sector. According to Bain & Company, private equity firms are sitting on $3.7 trillion of “dry powder.”

M&A 52

M&A Management Private Equity Investment Banking 52

Cooley M&A

JANUARY 30, 2024

As we look ahead to the 2024 proxy season (and beyond), let’s review the key 2023 trends and developments from activism playbooks, with a sharp focus on the ever-changing landscape in the technology and healthcare sectors. 4] Activists won 134 board seats globally in 2023, a 30% increase from 2022. Momentum building for 2024?

Private Equity 52

Private Equity M&A Capital Investors 52

The Harvard Law School Forum

MAY 3, 2023

Posted by Igor Kirman, Victor Goldfeld and Elina Tetelbaum, Wachtell Lipton Rosen & Katz, on Wednesday, May 3, 2023 Editor's Note: Igor Kirman , Victor Goldfeld , and Elina Tetelbaum are partners at Wachtell Lipton Rosen & Katz. This post is based on their Wachtell Lipton memorandum.

Mergers and Acquisitions 100

Mergers and Acquisitions Government M&A Private Equity 100

The Deal

JANUARY 31, 2024

On the latest episode of The Deal’s Behind the Buyouts podcast, Macquarie Capital global head of financial sponsors Tom Amster details his expectations for private equity dealmaking in the coming months following a muted 2023.

Private Equity 59

Private Equity Capital Valuation Equities 59

Solganick & Co.

JANUARY 21, 2024

2023 Technology Services and IT Consulting M&A: Consolidation, Retooling, and a Cautious Optimism for 2024 The Technology Services and IT Consulting M&A landscape in 2023 mirrored the broader market’s cautious dance.

M&A 52

M&A Consulting IT Acquisitions 52

Solganick & Co.

DECEMBER 21, 2023

December 21, 2023 The IT services M&A scene in 2023 has painted a dynamic picture, marked by both cautious optimism and strategic boldness. is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies. Solganick & Co.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

Sica Fletcher

AUGUST 30, 2023

Q2 Broker Buyer Index Shows a 16% Increase in Deal Volume Over Q1 2023 NEW YORK, NY - August 30, 2023 - Sica | Fletcher releases the Q2 2023 Agency & Broker Buyer Index. These 22 agent and broker acquirers accounted for 72% of all deal activity in the insurance brokerage space as of YTD June 2023.

M&A 52

M&A Insurance Broker Private Equity 52

PCE

JANUARY 11, 2024

You may have noticed that 2023 was a slower year for mergers and acquisitions, but here’s some good news: we at PCE anticipate a strong rebound in M&A transaction volume for 2024.

M&A 52

M&A Private Equity Mergers and Acquisitions Equities 52

The Deal

FEBRUARY 7, 2024

In our financial sponsor coverage effort, we tend to focus on the larger household name private equity firms, the likes of KKR, Blackstone, Apollo, Brookfield, etc., Editor’s note: The original, full version of this article was published May 30, 2023, on The Deal’s premium subscription website. (GHC) for about $550 million.

Middle Market 52

Middle Market Private Equity Advisory M&A 52

Chesapeake Corporate Advisors

MAY 12, 2023

Baltimore, MD, MAY 12, 2023 —To support its continued growth as a top boutique investment banking and corporate advisory firm in the Mid-Atlantic region, Chesapeake Corporate Advisors (CCA) recently welcomed Miles Gally to the investment banking team.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Solganick & Co.

AUGUST 24, 2023

is attending the following technology and PE conferences for Q3-Q4 2023: Google Next, August 29-31, 2023 – San Francisco, CA – We are excited to attend this conference to see our clients and learn about current and upcoming Google Cloud, analytics, and artificial intelligence offerings. Solganick & Co.

M&A 52

M&A Investment Banking Private Equity Advisory 52

Sica Fletcher

FEBRUARY 6, 2024

2023 Year-End Index Reflects Continued Emphasis on Strategic Fit for Investors NEW YORK, NY - February 6, 2024 - Sica | Fletcher releases the 2023 Year-End Agency & Broker Buyer Index. According to the report, SF Index members acquired 566 Agents/Brokers in 2023, totaling $2.2B in agency and broker revenue.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

Sica Fletcher

MAY 13, 2024

According to the report, SF Index members acquired 111 Agents/Brokers last quarter, totaling $284M in agency and broker revenue (approximately 21% less than what was acquired in Q1 2023). Many SF Index Members demonstrated steady increases in Q1 2024 deals compared to Q1 2023, while others have taken a strategic pause.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

Sica Fletcher

JULY 2, 2024

The late 2010s, however, saw an explosion of private equity activity that has dramatically increased that pool from 5 to more than 50. The graphic below illustrates the dramatic differences in activity among the top 25 buyers between 2022 and 2023. Exceptions to these trends occur often enough.

Insurance 52

Insurance M&A Private Equity Advisory 52

Chesapeake Corporate Advisors

JANUARY 26, 2023

Baltimore, MD, JANUARY 26, 2023 —Chesapeake Corporate Advisors (CCA) is pleased to announce that Stuart Knott has joined the firm as a Managing Director. Knott brings a unique and creative perspective based on 20 years of experience in the middle market as both an investment banker and a private equity investor.

Management 52

Management Middle Market Investment Banking Corporation 52

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry.

Investment Banking 52

Investment Banking M&A Banking Bank 52

Sun Acquisitions

FEBRUARY 6, 2023

CHICAGO, IL ­- February 6, 2023 – Sun Acquisitions is pleased to announce the successful sale of Trouvaille Med Spa to MedSpa Partners Inc. MSP is a portfolio company of Persistence Capital Partners, the leading private equity fund exclusively focused on high-growth opportunities in the healthcare field.

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

Chesapeake Corporate Advisors

JANUARY 13, 2023

We successfully advised five clients on liquidity events last year, and despite headwinds and whispers of recession, look forward to an equally successful year in 2023.

Investment Banking 52

Investment Banking M&A Government Middle Market 52

Sica Fletcher

NOVEMBER 9, 2023

Q3 Index Reflects an Emphasis on Strategic Fit for Investors in 2023 NEW YORK, NY – November 8, 2023 - Sica | Fletcher releases the Q3 2023 Agency & Broker Buyer Index. According to the report, SF Index members acquired 402 Agents/Brokers YTD through September 2023, totaling $1.70B in agency and broker revenue.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

Solganick & Co.

DECEMBER 21, 2023

December 21, 2023 Solganick & Co. Two transactions were announced in the data analytics sector this week. You can view the news announcement on the Snowflake website here: [link] Snowflake has announced 5 acquisitons in 2023, including most recently Ponder, boosting Python capabilities in the data cloud.

M&A 52

M&A Capital Private Equity Entertainment 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.

M&A 52

M&A Insurance Debt Equities 52

The Deal

FEBRUARY 7, 2024

General Atlantic LLC wealth platform Creative Planning LLC has inked another deal for an independent registered investment advisory firm in 2023, The Deal has learned. based BerganKDV, providing tax and audit, accounting, business advisory, wealth management and other services to its clients to serve business owners.

Accountant 52

Accountant Advisory Management Financial Services 52

The Deal

FEBRUARY 6, 2024

For GTCR LLC, among the major areas of investment in 2023 has been financial services. Fresh Platforms to Grow In September, for instance, the firm acquired Foundation Source Philanthropic Services, which provides administrative, compliance, advisory and other solutions to family, corporate and independent foundations.

Financial Services 52

Financial Services Investment Management Advisory 52

Mergers and Inquisitions

NOVEMBER 22, 2023

But the events of 2023, including the UBS acquisition of Credit Suisse and the rise of firms like Wells Fargo, Jefferies, and RBC, have shaken up the traditional list. The end of Credit Suisse in 2023 means that it’s no longer on this list. Why Have the Bulge Bracket Banks Changed? What About Deutsche Bank and UBS?

Bulge Bracket 105

Bulge Bracket Banking Bank Boutique 105

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

The Deal

JUNE 15, 2023

More broadly, healthcare has remained a relatively active sector amid a slowdown in deal flow, with several advisory firms bulking up their practices in 2023 as they prepare for a wave of transactions in 2024 and beyond. Cardiovascular Logistics acquired First Coast Cardiovascular Institute in April.

Capital 52

Capital Healthcare Equities Medical 52

Solganick & Co.

APRIL 24, 2024

Strategic buyers were more active than financial buyers in 2023 which continued in Q1 2024, with companies including Accenture and Deloitte announcing transactions. Financial buyers, particularly private equity firms, have kept M&A volume afloat in the systems integration sector, accounting for 57.1%

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Focus Investment Banking

AUGUST 15, 2023

Washington, DC, (August 15, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that it has added two new managing directors, Mike McCraw and William R. Bill”) Snow.

Investment Banking 52

Investment Banking Banking Bank Management 52

Intrepid Banker Insights

MARCH 28, 2023

Intrepid Investment Bankers Warning Signs Your Business’s Liquidity Needs Attention Mixed signals dominate economic headlines as concerns persist about a recession beginning in 2023, if it has not already begun.

Capital 52

Capital Advisory Banking Bank 52

Chesapeake Corporate Advisors

APRIL 8, 2024

This article was originally published on October 7, 2023 on the I-95 Business website. Among 420 private equity firms, the number of closed deals dropped from a high of 193 in Q4 of 2021 to a low of 57 in Q2 of this year, per a GF Data mid-year report. The fact is that great deals are still happening for A+ companies.

M&A 52

M&A Investment Banking Negotiation Investment 52

Sica Fletcher

MARCH 26, 2024

private equity firms, investment banks, individual investors). The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. For example, a private equity firm LOI might state that it plans to roll up your agency with others and resell them all several years later. Account-Based.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space. Premiums on insurance policies have more than tripled over the last four years, from 2.5%

M&A 52

M&A Insurance Valuation Equities 52

Sica Fletcher

MAY 29, 2024

That being said, M&A activity did see drops in deal value and overall volume in 2023, however, this decrease comes with two important caveats: The declines noted came primarily from megadeals and larger agencies valued at over $100MM. When we remove this element, deal volume actually held steady. Learn more at SicaFletcher.com.

M&A 52

M&A Insurance Equities S&P 52

Sica Fletcher

MARCH 8, 2024

The last few years, however, have revealed an innate resiliency in smaller insurance agencies that makes them a more evergreen option for both private equity and strategic acquirers. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

SEPTEMBER 3, 2024

Common Insurance Agency Book of Business Payment Structures Insurance agency M&A transactions are typically going to happen through a financial buyer, which is almost always a private equity company. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance Business Valuation M&A 52