Focus Investment Banking

MAY 22, 2025

What a Good Insurance Broker Looks Like Inside the Traits that Make Brokers Acquisition Ready As M&A activity continues to consolidate a fragmented U.S. From reoccurring commissions and operational efficiency to commercial lines focus and niche specialisation, the profile of a good broker has never been clearer.

Broker 52

Broker Insurance Private Equity Book-building 52

OfficeHours

OCTOBER 11, 2023

For the past months, OfficeHours has had some amazing speakers, including private equity pros, HBS MBA grads, and successful founders. We cover topics like private equity, investment banking, switching careers, and how to grow in your job. Yes, I’m interested! From Analyst to VP appeared first on OfficeHours.

Investment Banking 130

Investment Banking Banking Bank Investment 130

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

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. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

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. The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence.

M&A 52

M&A Broker Insurance Private Equity 52

How2Exit

APRIL 4, 2023

This is especially true for larger transactions, such as those involving private equity. Private equity firms get their money from investors, and when interest rates are high, they have to lower the multiple they pay in order to get the same return they did when interest rates were lower.

Business 130

Business Management Negotiation Sale 130

How2Exit

FEBRUARY 27, 2023

The company was founded by Peter Lerman, who stumbled into an opportunity to work part-time for a private equity firm while he was in graduate school. Additionally, Axial.com helps sellers find advisors and brokers to assist with the sale process. This can help you to make an informed decision about who to work with.

Business 130

Business Sale Broker Discounted Cash Flow 130

How2Exit

SEPTEMBER 26, 2023

rn Key Takeaways: rn rn Off-market deals offer faster sales and avoid the lengthy process of working with brokers. rn rn Quotes: rn rn "Off-market deals often offer a faster sell and avoid the lengthy process of working with brokers." Off-market deals refer to opportunities that are not listed by brokers or on public websites.

Negotiation 100

Negotiation Broker Business Private Equity 100

Sun Acquisitions

OCTOBER 21, 2024

With asset-based lending, companies can use their accounts receivable, inventory, or other tangible assets as collateral to secure a loan. Private Equity Investment: Private equity firms can be strategic partners for mid-sized businesses looking to finance M&A transactions.

M&A 59

M&A Finance Finance Business 59

How2Exit

JULY 8, 2024

His journey spans from co-founding a venture capital-funded startup to working closely with private equity firms as an independent sponsor. Due Diligence Essentials : Understanding the nuances of customer contracts and securing reps and warrants on accounts receivable are crucial for protecting value in acquisitions.

IT 130

IT Mergers and Acquisitions Acquisitions Funds 130

OfficeHours

AUGUST 23, 2023

Come listen to Alice speak about her time recruiting as a Lazard IB Associate into TCV Growth Equity! 3-03-2022 Newsletter: Why Buyside Is All About Growth Rates SO you know you want to pursue Buyside, you’re sick of just being a real estate broker, you want to buy the building Where do you currently stand in On-Cycle 2025 Recruiting?

Equities 130

Equities Recruitment Investment Banking S&P 130

How2Exit

OCTOBER 2, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn Businesses can increase their value by working with professionals who can help them reach higher revenue thresholds and attract private equity firms.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Mergers M&A 130

How2Exit

MARCH 30, 2023

By taking these factors into account, entrepreneurs can make sure that they are making the best decision for their business. By taking these factors into account, entrepreneurs can make sure that they are making the best decision for their business. Concept 2: M&A Market Is Robust The M&A market is currently very robust.

Business 130

Business Sale M&A Mergers and Acquisitions 130

Sica Fletcher

JUNE 2, 2020

First, these brokers each have growth strategies whose success is measured by the expansion of revenues and EBITDA. We will have much more to report on the current state of the private equity and debt markets for insurance brokers in our next blog. There are two principal reasons. Insurance brokerage is a GDP business.

Insurance 52

Insurance Broker Private Equity M&A 52

How2Exit

JULY 3, 2023

The speaker mentions that if the seller's main goal is to retire or spend more time with their family, a private equity firm may not be the right buyer. Private equity firms often require the seller to stay involved in the business for a certain period of time and may offer additional incentives to keep them engaged.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Sun Acquisitions

SEPTEMBER 18, 2023

Seek professional assistance from business appraisers, accountants, or business brokers to determine the fair market value of your company. Consider hiring a business broker, attorney, and accountant who can guide the process. Consider financial performance, market conditions, growth potential, and industry trends.

Sale 59

Sale Business Negotiation Broker 59

Sica Fletcher

APRIL 17, 2020

Many PE-backed Insurance Brokers Secured Sizable Loans Immediately Prior to the Crisis Over the past several years, the demand for high yield debt issued by private equity (PE) backed insurance brokers has been extremely strong. To provide you with some color on what has happened, a little recent history is in order.

Debt 52

Debt Insurance M&A Broker 52

Sica Fletcher

DECEMBER 12, 2019

(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. This is generally the same stock which is owned by senior management and the private equity investor.

Private Equity 52

Private Equity Insurance Equities Management 52

How2Exit

FEBRUARY 23, 2023

When considering buying an existing business, it is important to take into account the size of the business. However, it is important to take into account the size of the business and to understand the process of buying an existing business. Finally, experienced employees can provide valuable insight and knowledge to the business.

Business 130

Business Negotiation DCF Acquisitions 130

Sica Fletcher

MARCH 31, 2022

Background Over the past several years, there has been an enormous wave of M&A transactions in our industry as agency principals have been capitalizing on the unprecedented demand for insurance brokers. These levels have now reached unprecedented, all-time heights.

Acquisitions 52

Acquisitions Insurance M&A Private Equity 52

Sun Acquisitions

FEBRUARY 12, 2024

Venture Capital and Private Equity For buyers seeking substantial financing, venture capital and private equity firms can be attractive options. Financial literacy empowers buyers to navigate the complexities of equity investment, such as equity dilution and exit strategies.

Education 59

Education Finance Finance Acquisitions 59

Focus Investment Banking

DECEMBER 5, 2024

In the tire and service industry, buyers and investors will scrutinize revenue streams like tire sales, repair and service sales, fleet maintenance agreements, and national account business. I have seen brokers charge as high as 10-12% of the total sale price. What are the costs involved in selling my business?

Business 52

Business Sale Negotiation Accountant 52

How2Exit

JUNE 12, 2023

As he started going for larger businesses, especially with the private equity fund or with investor capital, he went after more established businesses. Many small business owners do not have a background in finance and may not have the resources to hire a full-time accountant. or contract.

Business 130

Business Investment Profitability Risk Assessment 130

Peak Frameworks

OCTOBER 17, 2023

Earnings Potential: High-performing brokers or bankers can significantly boost their earnings, making positions in sectors like investment banking highly lucrative. If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year.

Sale 52

Sale Profitability Investment Banking Finance 52

Francine Way

JULY 8, 2017

Many of these causes have their equivalences to the reasons behind the sale of a company (also known as a divestiture): Liquidity: As the equity holding period matured, investors (private equity funds behind companies) will look to sell.

M&A 130

M&A Acquisitions Sale Investment 130

Sun Acquisitions

AUGUST 19, 2024

Companies can explore options like private equity investments, venture capital funding, mezzanine financing, and strategic partnerships. Asset-Based Financing: Asset-based financing leverages the value of the target company’s assets, such as inventory, accounts receivable, or intellectual property, to secure funding.

M&A 59

M&A Finance Finance Economics 59

Sun Acquisitions

SEPTEMBER 16, 2024

Cultivate a collaboration, innovation, and accountability culture to empower your management team to drive the business forward independently. Common exit strategies include selling to strategic buyers, private equity firms, management buyouts (MBOs), or going public through an initial public offering (IPO).

Negotiation 59

Negotiation Business Sale Management 59

Sun Acquisitions

APRIL 25, 2023

The post Navigating the Sales Process: A Step-by-Step Guide to Selling Your Business appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Sale 52

Sale Business Negotiation M&A 52

Growth Business

AUGUST 7, 2023

In both scenarios, the business is typically able to borrow a material percentage of purchase price, reducing the amount of equity required. We strongly recommend having a good, clear dialogue with your accountant or a commercial finance broker to ensure financial efficiency and stop you from spending any more than you need to.

Funds 92

Funds Finance Finance Business 92

Sun Acquisitions

FEBRUARY 14, 2024

Financial strategies involve leveraging existing assets as loan collateral or tapping into private equity partnerships to support this goal. Asset-Based Financing: Asset-based financing leverages your company’s assets, such as accounts receivable or inventory, as collateral to secure a loan.

Acquisitions 59

Acquisitions Business Debt Finance 59

Sica Fletcher

MARCH 26, 2024

private equity firms, investment banks, individual investors). The best approach is to work with a professional company that offers these services, which can take any form, from small business brokers to large investment banks, depending on the agency size. Account-Based. Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 52

GillAgency

FEBRUARY 10, 2022

It is written in a way that will help you, in case you decide to go about the process without a business broker. You are always welcome to call us or talk to any business broker about the state of the business world. As such, you should hire a consultant or a business broker to help you with setting up your marketing package.

Business 52

Business Sale Broker IT 52

IBG

MAY 31, 2023

Private equity groups (PEGs) are essentially groups of investors that have combined their collective resources, business experience, and management skills to form an acquisition entity capable of raising and investing significant sums of money. Selling to a Private Equity Group. Preparation.

Business 52

Business Sale M&A Private Equity 52

How2Exit

MAY 2, 2023

These businesses are attractive to private equity companies, search funds, and family offices, as they are more likely to have reduced the riskiness of their company and are able to continue to scale. This can be done by getting a valuation from an M&A expert or an accountant.

Sale 130

Sale Business Book-building IT 130

Sica Fletcher

AUGUST 6, 2024

MidCap Advisors Stats Dowling & Partners Securities Dowling & Partners Securities specializes in equity research and broker-dealer services, providing investment banking services for insurance agencies as part of their capital markets department.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

Focus Investment Banking

JANUARY 18, 2024

Sometimes people don't realize they need a broker. Unless you, or someone on your team (whether it's your attorney or your accountant), has been through this process before, you need someone there who knows not just how to get the best price but to create the right process and to make it stick. We mostly represent the seller's side.

Sale 52

Sale Business M&A IT 52