This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
JD Supra: Mergers
MAY 20, 2024
In CQ4-2023, the Restaurant Index grew 3.40%, trailing the S&P 500's 11.31% rise. Annually, 2023 showed gains aligning with the S&P. Despite challenges, brands emphasized global expansion and digital innovation. The industry has continued to adapt, setting a measured outlook into 2024.
195 195 
The TRADE
JANUARY 10, 2024
CME Group is set to launch options on S&P 500 annual dividend index futures on 29 January, subject to a regulatory review. ” The post CME and S&P DJI to collaborate on launch of options later this month appeared first on The TRADE.
111
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
CNBC: Investing
JANUARY 4, 2024
Billionaire investor Ken Griffin's various hedge fund strategists all posted double-digit returns for 2023, but they failed to beat the broader market.
144 
CNBC: Investing
JULY 28, 2023
equity strategist Scott Chronert raised his year-end 2023 price target on the S&P 500 to 4,600 from 4,000.
98 
CNBC: Investing
JANUARY 1, 2024
Others are expected to pile on their 2023 gains. Many of the stocks, including several energy names, are expected to rebound after a tough run last year.
133 
CNBC: Investing
JANUARY 2, 2024
How often does the S&P 500 see back to back gains of 20%? Pretty rarely.
122 122 
CNBC: Investing
JANUARY 8, 2024
Since bottoming in late October 2023, the "money center" banks reporting this week have outperformed the S&P 500 by an average of nearly 15%. Can this outperformance continue?
122 
CNBC: Investing
DECEMBER 1, 2023
The Harbor Human Capital Factor US Large Cap ETF has performed better than the S&P 500 through the first 11 months of 2023.
119 
Deal Lawyers
OCTOBER 30, 2023
According to this S&P Global report, despite the increasing challenges buyers face in obtaining financing and the other macro headwinds facing dealmakers, Q3 deal terminations reached their lowest level since 2020. That’s down from 14 […]
124 
TKO Miller
AUGUST 30, 2023
middle market valuation multiples and deal volume are down slightly through Q2 of 2023. The S&P 500 Index is up 16.5% this year through June 2023, but middle market valuations are down approximately 8% based on the TKO Miller analysis. Packaging Trends Q2 M&A Update U.S.
OfficeHours
OCTOBER 23, 2023
Written by a top OfficeHours Coach; Original article published on October 16, 2023 In today’s world, there is much uncertainty around public markets. In 2023, take-private transactions have become very popular amongst PE firms. PE firms achieve this through the operational improvements we’ve mentioned above.
130 
Sica Fletcher
OCTOBER 27, 2023
S&P Global’s 2023 September YTD Market Intelligence League Table Released NEW YORK, NY - October 27, 2023 - Sica | Fletcher, a premier financial advisory firm, retains its commanding presence in the #1 spot on S&P Global’s Market Intelligence League Table, a position the firm has held quarter-over-quarter since 2017.
98 
Focus Investment Banking
SEPTEMBER 26, 2023
gain in the S&P 500 and the 8.5% gain in the S&P 500 and the 18.8% DOWNLOAD TO READ MORE The post FOCUS Telecom Technology Quarterly: Fall 2023 Report appeared first on FOCUS Investment Banking LLC. The FOCUS Telecom Technology Index (TTI) jumped up 9.7% in the most recent three months. gain in the NASDAQ.
52 
Focus Investment Banking
DECEMBER 27, 2023
This was despite the fact that the S&P 500 and NASDAQ both showed modest gains of 1.3% While the S&P 500 gained 12.0% DOWNLOAD TO READ MORE The post FOCUS Telecom Technology Quarterly: Winter 2023 Report appeared first on FOCUS Investment Banking LLC. over the past three months. and 1.4%, respectively.
52 
Focus Investment Banking
OCTOBER 16, 2023
Even so, the TBSI still outperformed the broader indices as the S&P 500 fell 3.7% Once again, this performance exceeded the returns of both the S&P 500 and NASDAQ. DOWLONAD TO READ MORE The post FOCUS Telecom Business Services Quarterly: Fall 2023 Report appeared first on FOCUS Investment Banking LLC.
52 
Focus Investment Banking
JUNE 16, 2023
gain in the S&P 500 and the 12.9% Once again, this lagged the performance of the S&P 500 and NASDAQ, which gained 1.2% DOWNLOAD TO READ MORE The post FOCUS Carrier-Focused Telecom Technology Quarterly: Summer 2023 Report appeared first on FOCUS Investment Banking LLC.
52 
Focus Investment Banking
JULY 13, 2023
This was despite a strong overall market backdrop that propelled the S&P 500 up 8.3% compared to this time last year, while the S&P 500 and NASDAQ are up 17.6% Communications Service Provider Quarterly: Summer 2023 Report appeared first on FOCUS Investment Banking LLC. and the NASDAQ up 12.8% a year ago).
52 
Focus Investment Banking
MAY 23, 2023
gain in the S&P 500, but underperformed the 5.5% Once again, the EFTTI failed to keep pace with the broader indices as the S&P 500 is up 0.9% DOWNLOAD TO READ MORE The post FOCUS Enterprise-Focused Telecom Technology Quarterly: Spring 2023 Report appeared first on FOCUS Investment Banking LLC.
52 
Focus Investment Banking
JULY 12, 2023
This lagged the returns of the broader indices as the S&P 500 gained 8.3% DOWNLOAD TO READ MORE The post FOCUS Telecom Business Services Quarterly: Summer 2023 Report appeared first on FOCUS Investment Banking LLC. and the NASDAQ gained 12.8% over the corresponding time period. The sector revenue multiple went from 0.9x
52 
PE Hub
JANUARY 16, 2024
General Atlantic moves for sustainable infrastructure firm Actis; S&P Global Market Intelligence confirms what we already knew – that 2023 had a big drop-off in dealmaking; new pharma deals from Vesey Street Capital and Aquiline Capital; Battery Ventures' majority investment in a decision-support software and data science company.
76 
Focus Investment Banking
OCTOBER 25, 2023
On the bright side, the sector still managed to outperform both of the broader indices as the S&P 500 dropped 3.7% Communications Service Provider Quarterly: Fall 2023 Report appeared first on FOCUS Investment Banking LLC. in the past three months. and the NASDAQ dropped 4.1% over this same time period. revenue and 5.7x
52 
The Harvard Law School Forum
JULY 18, 2023
Posted by Jim Rossman, Christopher Ludwig, and Cameron Fitzgerald, Barclays Global Advisory Group, on Tuesday, July 18, 2023 Editor's Note: Jim Rossman is Global Head of Shareholder Advisory, Christopher Ludwig is a Managing Director, and Cameron Fitzgerald is a Vice President at Barclays. Majority Action, As You Sow) (more…)
52 
The Harvard Law School Forum
JULY 18, 2023
Posted by Jim Roseman, Christopher Ludwig, and Cameron Fitzgerald, Barclays Global Advisory Group, on Tuesday, July 18, 2023 Editor's Note: Jim Roseman is Global Head of Shareholder Advisory, Christopher Ludwig is a Managing Director, and Cameron Fitzgerald is a Vice President at Barclays. Majority Action, As You Sow) (more…)
52 
Sica Fletcher
AUGUST 23, 2023
According to the S&P Global Market Intelligence League Table, Sica | Fletcher closed 51 M&A deals year to date (mainly insurance-related), representing a commanding 46% of all 2023 transactions and nearly double that of its closest competitor. Learn more at , SicaFletcher.com.
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). The firm was founded in 2014 by Michael Fletcher and Al Sica, two of the industry's leading dealmakers who have advised on over $17.5
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). The firm was founded in 2014 by Michael Fletcher and Al Sica, two of the industry's leading dealmakers who have advised on over $17.5
52 
FineMark
OCTOBER 17, 2023
Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. For 2023, we were cautious, citing a low single-digit return expectation for the U.S. benchmark equity index, the S&P 500. This year was no different. Special times like these are to be treasured.
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. Navigating the Current M&A Landscape for IT Services: Cloud & Data Analytics Partners Take Center Stage by Aaron Solganick, CEO, Solganick & Co.
52 
The Harvard Law School Forum
APRIL 25, 2023
and Paul S. Scrivano, Davis Polk & Wardell LLP, on Tuesday, April 25, 2023 Editor's Note: George Bason is partner and Chair of the Mergers and Acquisitions practice, and Andrew Ditchfield and Paul S. Posted by Andrew Ditchfield, George R. Scrivano are partners at Davis Polk & Wardwell LLP. Dougherty , Louis L.
96 
Sica Fletcher
FEBRUARY 8, 2024
S&P Global’s 2023 Market Intelligence League Table Released NEW YORK, NY - February 8, 2024 - Sica | Fletcher, a premier financial advisory firm, retains its commanding presence in the #1 spot on S&P Global’s Market Intelligence League Table, a position the firm has held quarter-over-quarter since 2017.
40 
The Harvard Law School Forum
MAY 2, 2023
Kushner, FTI Consulting, on Tuesday, May 2, 2023 Editor's Note: Jason Frankl and Brian G. Persistently high inflation, coupled with the fastest Fed tightening cycle seen since 1988, contributed to making 2022 the worst performing year for the S&P 500 Index since 2008, thrashing growth and technology stocks in particular. [1]
83 
OfficeHours
OCTOBER 16, 2023
In 2023, take-private transactions have become very popular amongst PE firms. According to the Institutional Investor, 81% of value in all transactions in 2023 so far were take-private deals (compared to 20% seen in a typical year). PE firms achieve this through the operational improvements we’ve mentioned above.
100 
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.
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.
52 
Focus Investment Banking
JULY 2, 2024
This was despite a generally favorable market that pushed the S&P 500 up 3.6% However, the sector still lagged both the S&P 500 and NASDAQ by a wide margin over the past year. The S&P 500 is up 26.3% and the NASDAQ up 4.0%. over this time frame, while the NASDAQ gained 29.4%.
52 
The Harvard Law School Forum
JUNE 27, 2023
Kushner, FTI Consulting, on Tuesday, June 27, 2023 Editor's Note: Jason Frankl and Brian G. 7] A pause may be more beneficial to investors than a direct rate cut would be; the S&P 500 has historically climbed 16.9% Posted by Jason Frankl and Brian G. Kushner are Senior Managing Directors at FTI Consulting. 3] [4] The U.S.
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. as of H1 2024.
52 
Growth Business
MAY 23, 2023
London’s firms attracted $10.2bn of investment funds last year, only a 5 per cent drop from 2021’s figure – and there are still plenty of fintech roles available. More on fintech 5 UK fintech start-ups to know about in 2023 A guide to the London tech hub The post 5 senior fintech roles hiring this week appeared first on Growth Business.
80 
The TRADE
APRIL 8, 2024
Previously in his career, he spent over five years in the CME S&P 500 futures trading pit. The appointments follow the launch of a pre-trade analytics offering for listed derivatives in October 2023. Prior to joining Morgan Stanley, Grinfeld was a vice president at Goldman Sachs for futures and derivatives sales trading.
59 
Mergers and Inquisitions
JANUARY 3, 2024
The markets in 2023 were almost a complete reversal of 2022, and hardly anyone – me included – saw it coming. My portfolio did “OK” (up 10% for the year), but it greatly underperformed the S&P 500 , which was up 24%. So, I don’t think we’ll see another 24% gain for the S&P.
59 
Focus Investment Banking
JULY 16, 2024
This was despite a strong overall market that pushed the S&P 500 up 3.9% However, this performance once again lags the broader indices by a fairly wide margin, as both the S&P 500 and NASDAQ gained more than 20% over the past year. and the NASDAQ up 8.3% over the same three-month time frame.
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.
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.
52 
Sica Fletcher
AUGUST 21, 2024
This experience has revealed that there's a common misunderstanding around what an ‘investment bank’ is and what an ‘investment banker’ actually does. Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and brokerage transactions since 2014.
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content