The TRADE

OCTOBER 10, 2024

Catherine Clay, global head of derivatives at Cboe The new options on VIX futures will offer investors an additional tool to help manage US equity market volatility. They complement Cboe’s existing securities-based VIX index options, which are designed to provide similar risk management and yield enhancement capabilities.

S&P 69

S&P Trading Risk Management Investors 69

Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. In terms of deal volume, BroadStreet Partners led the group during Q1 2024 for the second consecutive year.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

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.

Business 52

Business S&P M&A Engineering 52

Mergers and Inquisitions

JANUARY 3, 2024

My portfolio did “OK” (up 10% for the year), but it greatly underperformed the S&P 500 , which was up 24%. On the other hand, I was only down 9% in 2022 vs. a 19% drop for the S&P, so both the index and my portfolio are now back to “early 2022” numbers. and far too little in equities. I sold most of my U.S.

Investment 59

Investment S&P Equities Portfolio 59

Sica Fletcher

JUNE 11, 2024

The following report contains our projections for Q3 2024 insurance broker valuation multiples. The table below breaks down our core findings, comparing existing Q2 data taken from our SF Index to our analyst’s projections for Q3 2024. Whereas 2022 saw equity making up nearly 17.5% as of H1 2024.

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

JULY 31, 2024

The 2024 insurance M&A market has changed substantially from just a few years ago, with potentially staggering implications for the future of insurance M&A transactions. Insurance M&A Transactions in 2024 The insurance M&A transactions we have observed thus far in 2024 indicate larger trends in the sector.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

JULY 23, 2024

The following report discusses our predictions for what will likely occur as H2 2024 unfolds. Finally, we close with a few very simple suggestions for insurance agency owners about what they can do to put themselves in the best possible position to sell in H2 2024. Are you meeting the firm’s principals?

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

MARCH 28, 2024

We are barely three-quarters of the way through Q1, and already the year 2024 is proving to be both robust and complicated – terms have changed, new buyers have shown up, and old buyers have pulled out. The following report contains our observations of insurance M&A trends in 2024.

Insurance 52

Insurance M&A Mergers and Acquisitions Equities 52

Sica Fletcher

MAY 29, 2024

Our SF index covered 71% of all announced insurance M&A transactions in Q1 2024, putting Sica | Fletcher in a uniquely qualified position to offer an analysis of what is going on, why, and what it means for insurance M&A in 2024. When we remove this element, deal volume actually held steady.

Insurance 52

Insurance M&A Equities S&P 52

Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. The Top Insurance Agency Investment Banks of 2024 Sica | Fletcher Sica | Fletcher is a boutique investment bank specializing in M&A advisory services.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

Sica Fletcher

JULY 2, 2024

For agency owners looking to sell their business in 2024, it’s helpful to know something about the insurance M&A buyer landscape before going in. The late 2010s, however, saw an explosion of private equity activity that has dramatically increased that pool from 5 to more than 50.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

JUNE 20, 2024

The insurance M&A market in 2024 is significantly more complex now than it was 20 years ago. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market. The table of contents below offers quick links for readers seeking specific information in later sections.

Insurance 52

Insurance M&A Valuation Equities 52

Focus Investment Banking

JANUARY 18, 2024

As 2024 starts, the U.S. The S&P 500 has recently traded near 4800, close to its record at the end of 2021. With interest rates looking like they may have peaked, and fears of a recession greatly reduced, will 2024 see a reversal of this trend? The post Will There Be an IPO for a Specialty Consulting Company in 2024?

IPO 52

IPO Consulting Corporate Finance Professional Services 52

Focus Investment Banking

APRIL 11, 2024

gain in the S&P 500 and the 9.1% However, this return lagged the year-over-year performance of both the S&P 500 (up 27.9%) and the NASDAQ (up 34.0%). In what was likely the period’s largest transaction, private equity firm American Securities acquired NWN Corporation from its previous private equity backers.

Business 52

Business Telecommunication Engineering M&A 52

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. 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

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 5, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. 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

Software Equity Group

MAY 7, 2024

Learn more about the external influences shaping your SaaS company’s valuation multiple below. #1. As indicated by our 2024 Annual SaaS Report , M&A activity over the last year may reveal which types of companies will be sought-after targets in the foreseeable future. Lower interest rates make access to capital (i.e.,

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

Learn more about the external influences shaping your SaaS company’s valuation multiple below. #1. As indicated by our 2024 Annual SaaS Report , M&A activity over the last year may reveal which types of companies will be sought-after targets in the foreseeable future. Lower interest rates make access to capital (i.e.,

M&A 52

M&A Valuation Economics Business 52

The TRADE

SEPTEMBER 26, 2024

Today we are announcing our survey awards, bestowed on the back of a record number of responses to the TRADE’s Algorithmic Trading and Execution Management Surveys for 2024.

Trading 52

Trading Capital Market S&P Equities 52

Solganick & Co.

DECEMBER 21, 2023

While overall deal volume dipped slightly compared to the record-breaking highs of 2022, falling by around 5%, the total value of transactions remained surprisingly resilient, hovering near the $400 billion mark, according to data from S&P Global Market Intelligence.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

CNBC: Investing

JUNE 9, 2025

I'll show you a few of these set-ups below and then Sean's going to share some fundamentals for these healthcare firms. billion in revenue last year and the company's market cap swelled to a respectable $40 billion. If the uptrend breaks, there's no reason to be long. It has a 1.3%

Healthcare 61

Healthcare Stock S&P Pharmaceutical 61

The TRADE

SEPTEMBER 12, 2024

Today we are announcing our survey awards, bestowed on the back of a record number of responses to the TRADE’s Algorithmic Trading, Execution Management and Outsourced Trading Surveys for 2024. So, without further a due, it gives The TRADE great pleasure to announce the following awards shortlists for Leaders in Trading New York 2024!

Trading 52

Trading Capital Market S&P Capital 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 S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 in terms of total deals advised.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

FineMark

OCTOBER 17, 2023

billion, and ranked #6 on Forbes’ Real-Time Billionaires List (as of 10/11/23), Buffett is widely regarded as the most successful equity market investor of the past century. Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. With a current net worth of $115.7

S&P 52

S&P Investment Portfolio Corporation 52

Sica Fletcher

OCTOBER 23, 2024

Overall, the M&A market for RIAs has been experiencing mild to moderate gains in deal volume and deal value, suggesting that 2024 will likely be a good year. This trend emerges in stark contrast to most other industries in M&A, where equity has increased YoY over the last decade.

Valuation 52

Valuation M&A Insurance S&P 52

Sica Fletcher

APRIL 30, 2024

Selecting the Valuation Method Insurance agency valuations typically occur in one of the following four methodologies EBITDA (Earnings before Interest, Taxes, Depreciation, and Amortization): A calculation of an insurance agency's profitability calculated by subtracting taxes and operating expenses from its overall revenue.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

SEPTEMBER 12, 2024

Although insurance agencies are not always family affairs, the 2024 insurance landscape reveals that between 50% and 70% of agencies are family-owned. Inter-family loans, unpaid salaries, or shared equity structures may complicate future sales. Family-specific financial arrangements. Think Long-Term.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

MARCH 12, 2024

This article discusses the fundamentals of insurance agency valuations, plus a few lesser-known factors that play into these processes before we give an overview of the insurance M&A market in 2024. So, what should insurance agencies expect in 2024? That doesn’t mean that running an M&A deal will be a cakewalk, however.

Valuation 52

Valuation Insurance M&A Profitability 52

Sica Fletcher

SEPTEMBER 3, 2024

The following article details the process of selling an insurance agency book of business in 2024, including deviations from the process of selling an agency, the valuation process, and common payout structures. Financing options offered by the seller, based on the book's performance over time. Why Sell Just the Book?

Insurance 52

Insurance Business Valuation M&A 52

Mergers and Inquisitions

AUGUST 14, 2024

That hype has led to vast funding for AI startups: Over $35 billion in the first half of 2024 alone , which was around 21% of global VC funding for the period. Ever since ChatGPT burst onto the scene in November 2022, there has been overwhelming hype about all things artificial intelligence (AI).

Investment 59

Investment Business Mergers and Acquisitions Consulting 59

FineMark

JANUARY 17, 2024

The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. What’s intriguing about the chart in Figure 2 is how differently equities, as measured by the S&P 500, performed under each period, returning a modest 5.7%

S&P 52

S&P Equities Valuation Investment 52

The TRADE

JANUARY 18, 2024

Once approved, MIAX’s new options venue, named MIAX Sapphire, will open a physical trading floor in Miami in H2 2024, with plans to commence electronic trading operations next quarter, pending regulatory approval from the SEC. There’s often much, much more liquidity behind those on-screen prices.

Trading 130

Trading Electronics S&P Broker 130

The TRADE

OCTOBER 18, 2023

Developed by the firm’s in-house innovation hub, Cboe Labs, the VIX1D Index measure the expected volatility of the S&P 500 Index over the current trading day. Most recently, The TRADE revealed that Richard Worrell will join the exchange group as head of secondary markets sales and business development in January 2024.

Trading 59

Trading Stock Retail IT 59

Mergers and Inquisitions

OCTOBER 2, 2024

But I heard that Season 2 was much better and that Season 3 (which just finished in 2024) was so good that it turned Industry into a top-tier show. half a yard” and “axes”), and in later seasons, they freely use terms like EBITDA and enterprise value vs. equity value. It’s a fine premise, but Season 1 of the show didn’t grab me.

Investment Banking 102

Investment Banking Banking Bank Investment 102

Cooley M&A

FEBRUARY 1, 2024

2023’s much-discussed downturn in mergers & acquisitions – with global M&A volume and value down 6% and 17%, respectively, from 2022 – was largely driven by the slowdown in the tech sector, with global tech M&A volumes down 51% year over year, while other sectors saw marked increases. [1] billion leading the pack.

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

CNBC: Investing

JUNE 5, 2025

While small caps face greater risk from tariffs and macro uncertainty, as well as from higher rates, they remain cheap compared with large-cap stocks, equity and quant strategist Jill Carey Hall wrote. The S & P 500 is up more than 1%. A bear market is a 20% or more decline from a previous high. The former has a 4.8%

Stock 64

Stock Banking Bank Hospitality 64

CNBC: Investing

JUNE 12, 2025

How to trade it Published Thu, Jun 12 2025 10:30 AM EDT Michael Khouw @Michael_Khouw WATCH LIVE Luiz Inácio Lula da Silva's influence in Brazil has shown signs of weakening recently, as indicated by polling data, political challenges, and public sentiment. Lula's foreign policy stances (e.g.,

Trading 68

Trading IT S&P Media 68