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 following section details the insurance M&A buyer landscape as of Q3 2024. To provide a sense of context for buyers’ current standing, we also include information from 2023.

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

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

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

Sica Fletcher

APRIL 30, 2024

Preparing for an Insurance Agency Valuation Because the valuation process is really about determining the profitability of your insurance agency, any and all efforts should be made prior to the valuation to reduce costs and generate revenue. This figure is often averaged by calculating EBITDA over the course of several years.

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. Over 90% of the deals we have overseen are conducted through some measure of EBITDA, pro forma EBITDA, etc.

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. The table below contains a few recommendations to make your business more profitable. Why Sell Just the Book?

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

OCTOBER 23, 2024

Earnings before Interest, Taxes, Depreciation, and Amortization (EBITDA): The total profits of the company with interest, taxes, depreciation, and amortization added back, showing the future value of the business to prospective buyers. Determine Valuation Methodology There are three traditional valuation methods for RIAs.

Valuation 52

Valuation M&A Insurance 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. They operate in a small town where they are well-known and well-liked by the local population, who make up a good deal of the agency's clientele. Think Long-Term.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

MARCH 14, 2024

EBITDA is preferred for insurance agency valuations as a rule of thumb because it accurately represents the profitability of an agency over time by removing the operational expenses associated with running it. Larger or more profitable firms, however, may be closer to the higher estimates. Learn more at , ,, SicaFletcher.com.

Insurance 52

Insurance Valuation M&A Consulting 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. However, the specific question here is who profits from these features, not which users benefit the most. vs. how much money it makes.

Investment 59

Investment Business Consulting Mergers and Acquisitions 59

Focus Investment Banking

MAY 7, 2025

The founder’s name was Peter Sardi. They were one of the first shops in the country to be a certified collision repair facility and one of the first shops in the country to be an elite certified collision repair facility for Mercedes-Benz, which it’s the highest level of certification for Mercedes-Benz. Really good guy.

M&A 52

M&A S&P IT Insurance 52

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. But then a senior mentor on the desk covers for them and makes the trade profitable by finding a willing client buyer. It’s a fine premise, but Season 1 of the show didn’t grab me.

Investment Banking 102

Investment Banking Bank Banking Investment 102

Focus Investment Banking

MARCH 27, 2025

Selling a Repair Shop for Maximum Profit With Giorgio Andonian The tire and auto repair industry is experiencing a wave of consolidation as shop owners consider mergers, acquisitions, and succession planning. S Corp as an asset sale. Its a secure industry, its resistant, its profitable when operated well. Are you going to sell?

Profitability 52

Profitability Private Equity IT Mergers and Acquisitions 52

Focus Investment Banking

MARCH 17, 2025

David Dart: Well, well, there’s a couple of really important elements that we’re driving here at Caliber Number one, our technician apprentice program. So that’s a really critically important talent development function that we have. Cole Strandberg: Let’s do both. I think that’s insanely important.

S&P 52

S&P IT Management M&A 52