Sica Fletcher

FEBRUARY 6, 2024

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

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. Solganick & Co.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

Sica Fletcher

APRIL 2, 2024

This tells us that the losses felt throughout the insurance sector were almost entirely from larger acquisitions. Similarly, it tells us that not all acquirers have slowed down their acquisition volume over the last 18 months. In contrast, however, the remaining agencies actually saw modest increases in deal count.

Insurance 52

Insurance M&A S&P Broker 52

Sica Fletcher

AUGUST 30, 2023

Despite this representing a drop in acquisition volume compared to 2022, revenue was higher period-over-period due to the average acquired agency size being considerably larger in the first half of 2023. According to the report, SF Index members acquired 257 Agents/Brokers through June 2023, totaling $1.16B in agency and broker revenue.

M&A 52

M&A Insurance Broker Private Equity 52

Sica Fletcher

JULY 11, 2024

However, the brokerage's tech stack now handles many of these job functions, which significantly improves the bottom line and increases profitability. The expansion of modern capital structures means that M&A advisory teams put in significantly more work when evaluating acquisition offers, resulting in a longer deal duration.

Insurance 52

Insurance M&A Debt Equities 52

Sica Fletcher

NOVEMBER 9, 2023

The Sica | Fletcher Broker Buyer Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

Sica Fletcher

MARCH 28, 2024

Federal Interest Rates vs. EBITDA Multiples, Q1 2022 - Q1 2024 That being said, many buyers have reportedly held off on prospective acquisitions until the market conditions improve, resulting in a historically high amount of dry powder waiting in the wings. However, volume and value in the insurance sector remained remarkably stable.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

MergersCorp M&A International

NOVEMBER 1, 2024

Revenue and Fees: Revenues can be derived from management fees, performance fees, and other advisory fees. Key metrics used include Price/Earnings (P/E) ratios, Price/AUM ratios, and enterprise value ratios (EV/EBITDA). By analyzing valuations of similar organizations, one can derive a contextual estimate of the AMC’s worth.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

How2Exit

MARCH 23, 2023

Joe Valli, a serial entrepreneur and founder of Quiet Light Brokerage, one of the leading online-focused M&A advisory firms in the world, has helped facilitate over a half billion in exits. Without accurate financials, it’s impossible to get an accurate evaluation of the business. Transferability is also key.

M&A 130

M&A Business Book-building Sale 130

Sica Fletcher

OCTOBER 16, 2024

HNW vs. Mass Affluent: Pros & Cons An RIA’s acquisition strategy can also affect their value in the eyes of a prospective buyer. growth from acquisitions, mergers, or partnerships with other RIAs). About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Sica Fletcher

JULY 2, 2024

Post Acquisition Support Although deal duration has increased in the last few years to an average of 9-18 months, sellers often find they must live with the buyer long after closing. That’s one of several reasons why it’s so important to work with an experienced M&A advisory firm.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

SEPTEMBER 12, 2024

Changes in the Valuation Process Valuation is the first formal step in the M&A deal process, taking place once the seller has gathered all their preliminary documents and made any necessary changes to the company's internal structure to make it more profitable. Think Long-Term.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

JUNE 20, 2024

PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. The following subsections detail those strategies as well as actionable insights and suggestions on what to do in the coming year(s).

Insurance 52

Insurance M&A Valuation Equities 52

Mergers and Inquisitions

DECEMBER 4, 2024

Sports Investment Banking Definition: In sports IB, bankers advise on equity and debt issuances, mergers, acquisitions, and restructuring deals for sports teams and leagues, sports-adjacent technology and services firms, and facilities such as arenas, stadiums, and racetracks. What is Sports Investment Banking?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Focus Investment Banking

APRIL 15, 2025

compared to this time last year, while the S&P 500 is up 6.8% We also noted a continued high level of activity in the acquisition of telecom advisory firms. Amplix and Blue Mantis both inked two acquisitions apiece, while Bluewave Technology Group and UPSTACK each had an acquisition as well.

Acquisitions 52

Acquisitions S&P M&A Stock 52

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. Theres a lot of Capital gains and tax advisory that needs to go into it. Are you going to sell?

Profitability 52

Profitability Private Equity IT Mergers and Acquisitions 52