Sica Fletcher

OCTOBER 16, 2024

The following article examines valuation multiples for registered investment advisor (RIA) firms as of 2024, based on data gathered from our SF Index and available third-party sources. How these client demographics affect RIA valuations really depends on what the buyer is looking for, as indicated by the table below.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Solganick & Co.

DECEMBER 20, 2024

Cloud Computing Consolidation: Strong growth in cloud infrastructure services spending is driving M&A activity among Managed Service Providers (MSPs) and cloud partners. Private Equity Influence: PE-driven deals are expected to reach record highs, driven by the availability of capital and attractive valuations in the software sector.

M&A 52

M&A Mergers and Acquisitions IT Valuation 52

MergersCorp M&A International

NOVEMBER 1, 2024

Valuing an asset management company (AMC) is a multifaceted endeavor that requires a nuanced approach. Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity.

M&A 40

M&A Advisory Business Valuation 40

InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. One of the biggest problems with valuations is what I might call the Instagram , Whatsapp , OculusVR skew. Valuation multiples don’t increase if your bottom-line increases. You’re a traditional business.

Valuation 52

Valuation Business Mergers and Acquisitions Management 52

Sica Fletcher

MARCH 12, 2024

As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work. 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.

Valuation 52

Valuation Insurance M&A Profitability 52

Sica Fletcher

JUNE 11, 2024

The following report contains our projections for Q3 2024 insurance broker valuation multiples. Insurance Broker Valuation Multiples: Q3 2024 Projections Using these numbers as a baseline, let’s examine the insurance industry more closely to identify influential factors behind its specific changes.

Broker 52

Broker Insurance Valuation S&P 52

Sun Acquisitions

APRIL 7, 2022

Sun also provided advisory services throughout the diligence period. Larry Sanderman, Managing Director of Sun Acquisitions, was the lead advisor and managed all aspects of this client engagement along with Joe Beer, VP of Operations.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

Chesapeake Corporate Advisors

MAY 6, 2024

Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group.

Management 52

Management Investment Banking Middle Market Boutique 52

Sica Fletcher

MARCH 14, 2024

Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience. In addition, getting the valuation process started demands a hefty bill and entails poring over extensive documentation for several weeks.

Insurance 52

Insurance Valuation M&A Consulting 52

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations. Let’s dive into the intricacies of this invaluable resource.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

Mergers and Inquisitions

OCTOBER 30, 2024

Depending on your group , you’ll spend time on tasks such as creating 5-year plans, conducting variance analysis, making sure transactions are properly recorded, reconciling the historical financial statements, and managing the company’s cash, cash flow, and borrowing needs. What Are Corporate Finance Jobs?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Sun Acquisitions

APRIL 28, 2022

He has also owned a technology services firm that provides managed IT services and cybersecurity. Domenic Rinaldi, Managing Partner of Sun Acquisitions, stated, “Mike is a welcome addition to our team with his extensive experience in mergers and acquisitions.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

Sun Acquisitions

JULY 13, 2022

Matt Brunstrum, Senior Advisor of Sun Acquisitions, was the lead advisor and managed all aspects of this client engagement. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held companies. Larry’s Cartage Co, Inc. After the sale of the business, Matt noted, “Larry’s Cartage Co.,

Sale 98

Sale Acquisitions Mergers and Acquisitions Transportation 98

iMerge Advisors

APRIL 13, 2025

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. For buyers, its the foundation for initial valuation modeling and due diligence planning. For guidance, see our article on Website Valuation and Discretionary Earnings.

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

iMerge Advisors

APRIL 15, 2025

Well also explore how early preparation in these areas can materially impact valuation and deal certainty. A well-documented compliance program can enhance buyer confidence, reduce indemnity holdbacks, and even justify a premium valuation. Moreover, buyers may adjust deal terms based on compliance maturity.

Securities 40

Securities M&A Valuation Risk Assessment 40

Sun Acquisitions

FEBRUARY 9, 2022

Larry Sanderman, Managing Director of Sun Acquisitions, led this successful Buy-Side engagement for RTS, which generated Elytus as one of many proprietary deal flow opportunities. is pioneering a better way to manage waste and recycling (www.rts.com). About Recycle Track Systems, Inc. Recycle Track Systems, Inc.

Acquisitions 92

Acquisitions Mergers and Acquisitions M&A Management 92

MergersCorp M&A International

NOVEMBER 16, 2024

MergersCorp M&A International, a leading investment banking advisory firm specializing in mergers and acquisitions, is proud to announce the acquisition of the official sell side mandate for one of Italy’s most prestigious Serie A soccer clubs.

M&A 52

M&A Securities Mergers and Acquisitions Investment Banking 52

iMerge Advisors

APRIL 10, 2025

Heres what to look for: Sector Specialization: Advisors who focus on SaaS, cloud, cybersecurity, or e-commerce understand the nuances of valuation, buyer behavior, and deal structuring in those verticals. Firms like iMerge Advisors specialize in software and internet businesses, providing hands-on guidance from valuation through closing.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Heres what to look for: Sector Specialization: Advisors who focus on SaaS, cloud, cybersecurity, or e-commerce understand the nuances of valuation, buyer behavior, and deal structuring in those verticals. Firms like iMerge Advisors specialize in software and internet businesses, providing hands-on guidance from valuation through closing.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Lake Country Advisors

MAY 9, 2025

Owners in the manufacturing, construction, and technology industries often want to secure the highest possible valuation while maintaining a smooth, confidential process. Middle-market companies tend to have greater complexity in their revenue streams, capital structure, and overall financial management.

Middle Market 52

Middle Market Business Broker Sale 52

Sun Acquisitions

MAY 3, 2022

Domenic Rinaldi, Managing Partner of Sun Acquisitions, stated, “I have known Ken for many years and I’m excited to have him join our growing team of M&A advisors. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held middle market and main street companies.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

Sun Acquisitions

MARCH 8, 2022

Matt Brunstrum was the lead advisor and managed all aspects of this client engagement. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held companies. The business was acquired by Bell Valley Capital to use as a platform landscaping company for future growth.

Profitability 98

Profitability Sale Business Acquisitions 98

Lake Country Advisors

OCTOBER 31, 2024

As a co-owner, you share risks, manage financial obligations, and potentially take part in daily operations based on the terms outlined in your partnership agreement. General Partnerships In a general partnership, all partners are responsible for managing the business and are equally liable for debts and legal obligations.

Business 52

Business Profitability Debt Shares 52

Trout CPA: M&A

JUNE 16, 2022

As valuations soften amid ongoing market volatility, private equity fund managers are turning to more strategic exit planning. Coming off a year of explosive mergers, acquisitions, and exits in a high-valuation environment, fund managers absorbing inflation and interest rate data may delay exits.

Mergers and Acquisitions 52

Mergers and Acquisitions Private Equity Valuation Funds 52

MergersCorp M&A International

NOVEMBER 21, 2024

The MergersCorp Advantage MergersCorp Investment Banking prides itself on its holistic approach to M&A advisory. Advisors conduct in-depth valuations, assess potential synergies, and identify suitable targets or buyers. This includes everything from initial strategic planning to deal execution and post-merger integration.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Sun Acquisitions

JUNE 15, 2023

Larry Sanderman, Managing Director, led this Buy-Side campaign which produced numerous leads for our client. After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 52

Sun Acquisitions

FEBRUARY 27, 2024

Larry Sanderman, Managing Director of Sun Acquisitions, will be the lead advisor for these client engagements. About Sun Acquisitions Sun Acquisitions is a Chicago-based mergers and acquisitions firm specializing in the confidential sale, acquisition, or valuation of privately held companies.

Acquisitions 59

Acquisitions Mergers and Acquisitions Manufacturing Advisory 59

Trout CPA: M&A

FEBRUARY 22, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services If there’s one M&A topic that continually rears its head, causing confusion (at best) and consternation (at worst), it’s net working capital (NWC).

Capital 52

Capital Advisory M&A Management 52

The Deal

JANUARY 31, 2024

” While firms can manage to be cautious with dealmaking for four to six quarters, they have to start returning capital to their limited partners, which will prompt them to be more active in the M&A market. And as financing markets thaw and sellers become more flexible with valuations, 2024 will prove to be a busier year.

Private Equity 59

Private Equity Capital Valuation Equities 59

How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Francine Way

JULY 7, 2017

They react to opportunities from external sources (investment bankers, deal brokers / advisors, investors, analysts, or potential targets’ senior management) who came to peddle deals; rather than acquire to support overall strategy, leverage strengths, and reduce weaknesses. Management: How strong is target’s management?

M&A 130

M&A Acquisitions Consulting Capital 130

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. Who Performs A Valuation? Self-representation can lead to inaccurate valuations that give sellers a false sense of how much their company is worth.

Valuation 52

Valuation M&A Insurance Advisory 52

Solganick & Co.

FEBRUARY 15, 2023

This report analyzes current industry subsectors including application partners, public cloud partners, data analytics consulting, cybersecurity services, managed services providers (MSPs), and software development services providers.

M&A 52

M&A Middle Market Valuation Consulting 52

Mergers and Inquisitions

OCTOBER 16, 2024

But most coverage suggests generic answers about wanting to learn a lot, liking financial analysis or valuation, or wanting to “understand different industries.” I liked the valuation work and enjoyed meeting a few alumni bankers at firms like [Firm Names] , and I’m interested in working on the types of deals the alumni discussed.”

Investment Banking 111

Investment Banking Bank Banking Investment 111

Sun Acquisitions

FEBRUARY 24, 2023

With more than 3,500 advisory firms and over 2,000 corporate buyers, Axial ranks advisory firms based on close rates of businesses listed on their platform and not a self-reported performance which may include private sales. “With over 20 years of experience, we have successfully completed over 450 transactions.

Middle Market 52

Middle Market Acquisitions Mergers and Acquisitions Advisory 52

Solganick & Co.

AUGUST 14, 2023

Here are the highlights of the report: Transaction volume and valuation multiples for technology services companies has remained solid during the first half of 2023, continuing to exceed pre-pandemic levels in aggregate. Download the full report here: Solganick Technology Services M&A Update- August 2023 About Solganick & Co.

M&A 52

M&A Middle Market Valuation Capital 52