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. This has led to very high valuation multiples (~11.5x Senior Attention.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

MAY 29, 2024

2) our team noted unexpected increases in the valuation multiples offered for insurance agencies, as depicted below. 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. When we remove this element, deal volume actually held steady.

M&A 52

M&A Insurance Equities S&P 52

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.

Business 52

Business Sale M&A Negotiation 52

Sica Fletcher

MAY 8, 2024

While we’ve already written extensively on the process of insurance agency valuation , the following sections focus on what to look for in the earliest stages of considering a sale - in other words, what deciding factors to look for to determine whether you should sell your agency. What Documents Do I Need? hidden behind a paywall or b.)

Insurance 52

Insurance M&A Valuation Advisory 52

Mergers and Inquisitions

MARCH 13, 2023

So, as the Fed hiked rates in 2022 into 2023, all these securities lost value. If you’re familiar with bank accounting, valuation, and regulatory capital (i.e., And the middle-market and boutique investment banks don’t have much presence in commercial lending anyway, so they’re not at risk of bank runs.

Bank 123

Bank Banking Funds Government 123

Solganick & Co.

FEBRUARY 2, 2024

27, 2023 Photo by David Sprague Too optimistic? A lot of these companies that did end up going to market were still trying to lock down valuations from two years ago, from the 2021 glory days where they might get nearly double what they would now,” said Solganick. You’re not going to see too many big flashy deals.

M&A 40

M&A Business Middle Market Investment Banking 40

Sica Fletcher

AUGUST 6, 2024

The Top Insurance Agency Investment Banks of 2024 Sica | Fletcher Sica | Fletcher is a boutique investment bank specializing in M&A advisory services. Dowling & Partners Securities Stats Ardea Partners Ardea Partners is a boutique investment bank specializing in strategic advisory services for insurance agencies.

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Investment Banking Insurance Bank Banking 52

Chesapeake Corporate Advisors

APRIL 8, 2024

This article was originally published on October 7, 2023 on the I-95 Business website. But while the macro data appears discouraging, firms like ours are still closing good deals with solid valuations and attractive terms. The fact is that great deals are still happening for A+ companies.

M&A 52

M&A Investment Banking Negotiation Investment 52

Sica Fletcher

APRIL 11, 2024

Your agency valuation will play a large role in influencing how buyers perceive your agency’s worth. Take time before bringing your agency to market to optimize your daily operations, thus increasing the likelihood of a higher valuation. Pay close attention to the multiple being offered. Learn more at SicaFletcher.com.

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Insurance Advisory M&A Investment Banking 52

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Investors 111

Mergers and Inquisitions

AUGUST 23, 2023

2008 – 2009 or 2022 – 2023), the percentage may be even higher. All the large investment banks – bulge brackets , elite boutiques , and middle-market firms – use internships as a recruiting tool for Analysts and Associates. No Return Offer” Policy – Some boutique banks hire interns but never plan to bring them back full-time.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

SEPTEMBER 6, 2023

But that is changing as of 2023, as the U.S. Secondary Transactions: If there’s a “secondary transaction,” i.e., an existing investor sells its stake in the fund, the fund must get a Fairness Opinion or valuation opinion to demonstrate that the price and terms are reasonable. and reviewing M&A deals. In the U.S.,

Private Equity 105

Private Equity Equities Finance Finance 105