The TRADE

DECEMBER 22, 2023

We have seen new entrants into the block space in 2023, and I see further appetite in 2024 as buy-side traders seek safer and larger block liquidity – I foresee “superblock” venues and an increase in capital provision. For all these reasons, I expect the voluntary adoption of ESTR based products to continue into 2024 and beyond.

Trading 64

Trading Asset Management Management Bank 64

Sica Fletcher

MARCH 8, 2024

The inherent uncertainty of the M&A market over the last 18 months has underscored the importance of context for supplementing a full understanding before we can gain a better sense of what to expect in 2024. This raises an important question: What Should Insurance Agency Owners Expect in 2024?

Insurance 52

Insurance M&A S&P Valuation 52

Solganick & Co.

APRIL 24, 2024

Solganick Technology Services M&A Update – Q1 2024 Final April 25, 2024 – Los Angeles and Dallas – Solganick & Co. (“Solganick”) has issued its latest technology services industry sector mergers and acquistions (M&A) update report for Q1 2024. of all transactions through YTD.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Sica Fletcher

APRIL 2, 2024

The following report examines the health and outlook for insurance M&A deals in 2024. Insurance M&A Deal Valuation, 2024 Starting out in 2024, EBITDA and revenue multiples are in a good place, experiencing modest YoY growth despite the economic downturn of the last 18 months.

Insurance 52

Insurance M&A S&P Broker 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

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. for insurance agencies. for insurance agencies.

Insurance 52

Insurance M&A Valuation Equities 52

CNBC: Investing

JULY 1, 2025

"At current levels — considering the growth trajectory of the business, near-term path to profitability, and below peer valuation — we see OMDA offering compelling risk/reward," Roman wrote in a Monday note to clients. million in revenue in 2024, up 38% from $122.8 That suggests roughly 58.5% Omada generated $169.8

Media 95

Media Investment Stock Finance 95

Sica Fletcher

JULY 11, 2024

The following report details insurance brokerage M&A multiple averages for H1 2024. However, the brokerage's tech stack now handles many of these job functions, which significantly improves the bottom line and increases profitability.

Insurance 52

Insurance M&A Debt Equities 52

Software Equity Group

JUNE 10, 2024

The “Rule of 40” in SaaS valuations is a rule of thumb used to assess a company’s financial health and growth potential. This rule helps buyers and investors evaluate whether a company is effectively balancing growth with profitability. Profitability : We prefer EBITDA as the standard measurement here.

Profitability 52

Profitability Valuation Investors M&A 52

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

OCTOBER 23, 2024

Who Performs A Valuation? RIA valuations are typically performed by one of three parties: The M&A Advisor A Third-Party Specialist The Seller Themselves Although many sellers attempt to perform their own valuations, we strongly recommend against this.

Valuation 52

Valuation M&A Insurance Advisory 52

iMerge Advisors

APRIL 9, 2025

A Strategic Guide to Valuation For software founders and CEOs, few questions carry more weight than: What is my software company worth? Whether you're contemplating a full exit, raising growth capital, or simply planning ahead, understanding your companys valuation is foundational to making informed strategic decisions.

Valuation 40

Valuation M&A Discounted Cash Flow Profitability 40

Focus Investment Banking

JANUARY 10, 2025

And in a lot of cases, these are very profitable services, but that specialization is going to lead to massive efficiencies throughout your organization. I hope 2024 treated you and yours incredibly well, and I’m looking forward to an even better year in 2025. You’re going to be able to bring more services in house.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

CNBC: Investing

JULY 10, 2025

Eli Lilly has underperformed the broader market, despite its hugely successful obesity drugs, which may have led the stock to get a bit ahead of itself in 2024. How to profit if it does Tony Zhang This energy stock is trading near its lowest valuation on record. Still, an aging U.S. Click here for the full disclaimer.

Trading 69

Trading S&P IT Stock 69

Software Equity Group

MARCH 7, 2024

As a result, they stand nominated for our 2024 Female Trailblazers of SaaS list as part of International Women’s Day. The 2024 Female Trailblazers of SaaS Trailblazers are listed in alphabetical order by company name. Meet the 25 remarkable women and the companies they lead below. I contribute Lara Health’s success to these ladies!”

Collaboration 52

Collaboration Management IT Business 52

Software Equity Group

MARCH 7, 2024

As a result, they stand nominated for our 2024 Female Trailblazers of SaaS list as part of International Women’s Day. The 2024 Female Trailblazers of SaaS Trailblazers are listed in alphabetical order by company name. Meet the 25 remarkable women and the companies they lead below. I contribute Lara Health’s success to these ladies!”

Collaboration 52

Collaboration Management IT Business 52

Software Equity Group

MARCH 7, 2024

As a result, they stand nominated for our 2024 Female Trailblazers of SaaS list as part of International Women’s Day. The 2024 Female Trailblazers of SaaS Trailblazers are listed in alphabetical order by company name. Meet the 25 remarkable women and the companies they lead below. I contribute Lara Health’s success to these ladies!”

Collaboration 52

Collaboration Management IT Business 52

Wall Street Mojo

JANUARY 17, 2024

These benefits play a crucial role in influencing financial decisions and strategies, impacting a company’s overall profitability and tax liability. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Financial Models 98

Financial Models Financial Modeling Insurance Government 98

CNBC: Investing

JUNE 16, 2025

That comes after the stock's disappointing performance in 2024 when it plunged more than 50% as Wall Street firms including TD Cowen worried the energy drink company had lost its momentum. " CELH 1D mountain Celsius Holdings, over one day Celsius shares have surged this year, rallying more than 56%.

Shares 75

Shares Stock Media Investment 75

Cooley M&A

JANUARY 23, 2024

In a subdued year for global M&A, deal-making in the life sciences industry came in waves, with a busy fourth quarter generating cautious optimism heading into 2024. The tailwinds So, what else can we thank for the relative resilience of M&A in the life sciences industry as we head into 2024? This post takes a look.

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 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

iMerge Advisors

APRIL 9, 2025

In this article, well unpack the key valuation drivers, explore current market multiples, and offer practical steps to help you assess and enhance the value of your software business. Understanding the Core Valuation Framework At its core, the valuation of a software company is typically based on a multiple of earnings or revenue.

Sale 40

Sale Valuation Discounted Cash Flow M&A 40

CNBC: Investing

JUNE 30, 2025

However, the current pessimism surrounding the stock appears overdone, possibly presenting a compelling valuation even as many stocks, net of the S & P 500's rally this past week to new all-time highs, are beginning to look stretched. However, the decline in traditional alcohol consumption may be exaggerated. The company's $1.2

Trading 67

Trading S&P Portfolio Investment 67

OfficeHours

JULY 4, 2023

Celebrating 5 Years of Placements (2020-2024) – Empowering Dreams and Unlocking Opportunities! Now, it is time Case Study From Public Markets To Private Markets In this case study, learn how Officehours transitioned from a public market to a private market and achieved profitability in the process.

Sale 130

Sale Private Equity Recruitment Equities 130

Solganick & Co.

DECEMBER 2, 2024

December 2, 2024 – Solganick has published an update M&A report on Amazon Web Services (AWS) consulting services partners. billion in revenue during Q3 representing a 19% year-over-year increase and operating profit was $10.5 The business unit generated $27.5 billion, 60% of Amazon’s total revenue.

M&A 40

M&A Consulting Mergers Investment Banking 40

Software Equity Group

MARCH 26, 2024

And it typically boils down to a few common elements that successful SaaS companies do particularly well: High-quality SaaS companies feature predictable, recurring revenues, solid unit economics , and high gross margin and gross profit rates. The firm currently employs 31 professionals. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Valuation 52

Focus Investment Banking

SEPTEMBER 4, 2024

These firms then acquire, grow, and eventually sell companies at a profit to generate returns. For parts distribution and service shop owners, the benefits of consolidation include: higher valuations acquirers are often willing to pay a premium to increase market share or achieve economies of scale (more detail in my previous column).

Business 52

Business M&A Private Equity Investors 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. The valuation process has a few additional considerations when selling a family insurance agency. In particular, sellers should be aware of: Family Reputation as an Asset.

Insurance 52

Insurance Valuation M&A S&P 52

Focus Investment Banking

MAY 22, 2025

From FOCUS Investment Bankings experience in the market, certain traits consistently define high-performing, resilient firms traits that not only command premium valuations but also position sellers for successful transitions. They also improve working capital management and justify premium valuation multiples in the M&A market.

Broker 52

Broker Insurance Private Equity Book-building 52

Focus Investment Banking

JANUARY 17, 2025

Specializing helps a shop build a reputation for excellence in its niche, and bring more services in-house, many of which are highly profitable. It all contributes to perhaps the second-biggest benefit of specialization behind ensuring safe and proper repairs — increased profitability. It’s a big company, Strandberg said.

Private Equity 52

Private Equity Equities Mergers and Acquisitions Profitability 52

Focus Investment Banking

MAY 10, 2024

We expect dealmaking to continue in 2024 and beyond, as active buyers signal expected growth for the sector. Along with greater buyer interest in recent years, valuations have also experienced an upswing with EV/EBITDA multiples steadily increasing since 2013. What’s Ahead?

Food 52

Food M&A Private Equity Valuation 52

Software Equity Group

FEBRUARY 12, 2024

The following content has been refreshed as of February 2024. A thorough exit strategy planning process will help you understand your options, define your objectives, get the right metrics and documents in order, and identify areas for improvement that could help you attract a buyer and increase your valuation in an M&A exit.

M&A 52

M&A Mergers and Acquisitions Business Valuation 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

Wall Street Mojo

JANUARY 15, 2024

Now, to make profits from the employee, the employer must retain the employee for a certain period. In these two years, I would be getting a 21-month profit from the employee of 52,00$. It makes a situation where the effective efficiency has grown such that even if the total amount paid is high, the profits are equally higher.

Financial Models 52

Financial Models Financial Modeling Stock Valuation 52

The TRADE

OCTOBER 25, 2023

As of August 2023, Parameta Solutions’ revenue had increased 5% to £91 million, with an overall uplift in margin and profitability. In August 2022, the firm joined forces with PeerNova to launch ClearConsensus, a transparent high-fidelity consensus network for independent price valuation (IPV).

Trading 59

Trading Investment Valuation Risk Management 59

Solganick & Co.

JANUARY 9, 2024

HR Tech/HRIT mergers and acquistions January 9, 2024 – The mergers and acquisitions environment for HR technology companies in 2023 has been characterized by various trends and key developments. The environment in 2024 is expected to be dynamic, influenced by economic trends and evolving market demands.

M&A 52

M&A Mergers and Acquisitions Recruitment Acquisitions 52

Solganick & Co.

FEBRUARY 2, 2024

. – Quoted in the Los Angeles Business Journal M&A Hesitation: Banker Fears ‘Rose-Colored Glasses’ Syndrome BY STEVE CRIGHTON FEBRUARY 2, 2024 – Los Angeles, CA – Aaron Solganick, CEO and Founder of Solganick & Co.

M&A 40

M&A Business Middle Market Investment Banking 40