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.

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Valuation Insurance M&A Profitability 52

Focus Investment Banking

AUGUST 2, 2023

It is important to note the increase in Private Equity participation in this market. We also provide commentary on current supply chain trends and document the ups and downs in public company valuations.

Private Equity 52

Private Equity Investment Banking Valuation M&A 52

iMerge Advisors

APRIL 14, 2025

But in nearly all cases, the quality and clarity of your financial documentation will directly impact valuation, deal structure, and buyer confidence. Buyers whether strategic acquirers or private equity firms will typically expect at least GAAP-compliant financials. What Financial Documentation Are You Overlooking?

Sale 40

Sale M&A Valuation Private Equity 40

Sun Acquisitions

JUNE 9, 2025

After you read it, you’ll be armed with the knowledge necessary to ensure a level playing field and a premium valuation. There are plenty of conventional methods to estimate value, including EBITDA multiples, asset-based valuation, and comparable sale benchmarks. How Do I Value My Business?

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Manufacturing Business Valuation Sale 59

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. This often necessitates more comprehensive preparation and advanced business valuation services to gauge the true worth of your company.

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iMerge Advisors

APRIL 15, 2025

If your product incorporates open-source components especially if youve fine-tuned or modified them its critical to understand the licensing implications and how they may affect your valuation, deal structure, or even deal viability. Map Licenses to Usage For each component, document: The license type (MIT, GPL, etc.) Heres how: 1.

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M&A Acquisitions Valuation Sale 40

How2Exit

MARCH 16, 2023

Concept 3: Prove Integration Capability When it comes to proving integration capability to potential private equity firms, entrepreneurs should focus on providing leverage to their businesses. This will demonstrate to potential private equity firms that the business is structured to implement or integrate acquisitions.

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How2Exit

NOVEMBER 11, 2023

rn The three types of buyers are individuals, private equity firms, and trade buyers. rn The structure of the deal can change the valuation of a business. He later pursued an MBA and worked in private equity before transitioning to become an entrepreneur and investor.

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Business Investors Mergers and Acquisitions Shares 130

Mergers and Inquisitions

JANUARY 24, 2024

It’s an excerpt from our Venture Capital & Growth Equity Modeling course , so it’s not a step-by-step walkthrough – but it should still be quite helpful: Types of Growth Equity Case Studies Growth equity firms are “in-between” venture capital and private equity firms. multiple and 30% IRR?

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Equities Valuation Financial Statement Financial Modeling 105

How2Exit

FEBRUARY 23, 2023

The DCF method requires the input of experienced professionals such as financial advisors and valuation experts in order to arrive at a fair and accurate valuation. By taking the time to consider all the factors involved and using the DCF equation, you can arrive at a fair and accurate valuation for any asset.

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Business Negotiation DCF Acquisitions 130

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.

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Peak Frameworks

JUNE 29, 2023

They are assertions made by the company regarding the existence, completeness, valuation, rights and obligations, and presentation and disclosure of the reported financial information. If you’re interested in recruiting for private equity and developing these skills, you should check out our , Private Equity Course.

Financial Statement 52

Financial Statement Accountant Private Equity Valuation 52

Sun Acquisitions

SEPTEMBER 16, 2024

Invest in strategic initiatives to boost your company’s performance and market position, ultimately increasing its valuation. Document Processes and Systems: Documenting your business’s processes, systems, and intellectual property is essential for a smooth transition during an exit.

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Negotiation Business Sale Management 59

Sica Fletcher

JULY 1, 2020

Update on Private Equity and Insurance Brokerages In our ,, previous article , we reported that the COVID-19 pandemic had not diminished the pace of mergers and acquisitions transactions we are seeing in the insurance agency and brokerage sector. The number of transactions we are working on has not abated. Dry powder reached $1.4

Private Equity 52

Private Equity Insurance Debt Equities 52

iMerge Advisors

APRIL 8, 2025

Your answers will shape the deal structure, buyer pool, and valuation expectations. As we noted in EBITDA Multiples for SaaS Companies , valuation trends fluctuate with investor sentiment, interest rates, and sector performance. These are critical for SaaS valuations. Often used to bridge valuation gaps.

M&A 40

M&A Valuation Private Equity Advisory 40

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.

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Valuation M&A Profitability Discounted Cash Flow 40

Growth Business

JULY 26, 2023

Between these funding rounds there’s typically a three-times change in valuation. “In In the early stages, [the valuation is] driven by the team, product and market; in the later stages it is driven by revenue numbers,” Kanji explains. What documents do you need when fundraising and which are the most important?

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Funds Business Capital Investors 97

iMerge Advisors

APRIL 8, 2025

Whether you're responding to inbound interest, planning a strategic exit, or exploring liquidity options, the process requires careful orchestration from valuation and positioning to buyer outreach and deal structuring. A well-prepared company signals professionalism and reduces perceived risk both of which drive valuation.

M&A 40

M&A Valuation Private Equity Negotiation 40

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.

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Mergers and Acquisitions Business Negotiation Private Equity 130

iMerge Advisors

APRIL 19, 2025

Whether you're fielding inbound interest or proactively exploring a sale, this guide outlines the key considerations, valuation dynamics, and strategic steps to position your tech startup for a successful exit in the $3M$50M range. Strategic fit If your product fills a critical gap for the buyer, valuation may exceed financial norms.

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Valuation M&A Middle Market Private Equity 40

Software Equity Group

SEPTEMBER 24, 2024

A term sheet is a document that outlines the terms of a proposed transaction. Often similar to an indication of interest (IOI) or a letter of intent (LOI), a term sheet serves as a basis for initial negotiations on critical issues like the target company’s valuation and the structure of the prospective deal. What is a Term Sheet?

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Negotiation Business M&A Valuation 52

Software Equity Group

MAY 28, 2024

This created various challenges throughout the process and very likely reduced our exit valuation. Just because you are getting lots of inquiries from Private Equity and other investors, it does not mean you are ready to sell. These improvements will not only help your org today, but you will also get a better exit valuation.

M&A 52

M&A Private Equity Valuation Equities 52

Software Equity Group

MAY 28, 2024

This created various challenges throughout the process and very likely reduced our exit valuation. Just because you are getting lots of inquiries from Private Equity and other investors, it does not mean you are ready to sell. These improvements will not only help your org today, but you will also get a better exit valuation.

Sale 52

Sale Private Equity Valuation M&A 52

iMerge Advisors

APRIL 11, 2025

But with the right preparation and advisory support, the timeline can be managed strategically to align with your goals whether thats maximizing valuation, minimizing disruption, or closing before year-end. Due Diligence & Closing (23 months): Legal, financial, and technical diligence, followed by final documentation and closing.

IT 40

IT M&A Valuation Advisory 40

Peak Frameworks

OCTOBER 19, 2023

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. where inflation and its projected trajectory significantly influenced deal structures and valuations.

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Finance Finance Private Equity Banking 52

OfficeHours

AUGUST 7, 2023

Skim through the rest of the document, but don’t put pressure on yourself to memorize every single detail. investment banking, private equity , VC, etc.) As you look through the CIM, know where to generally find relevant bits of information. Good luck preparing for your case study! and how our process works.

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Investment Business Underwriting IT 130

Solganick & Co.

OCTOBER 6, 2023

Business Valuation: Understand and obtain a professional valuation or estimate to understand the worth of your technology business. Identify and reach out to potential buyers, which could be competitors, financial investors (private equity firms), or firms in adjacent sectors.

Sale 52

Sale Business Valuation M&A 52

iMerge Advisors

APRIL 19, 2025

While the market for software acquisitions remains active, smaller SaaS businesses often face unique challenges in positioning, valuation, and deal execution that differ markedly from their larger counterparts. These businesses typically face: Valuation complexity due to hybrid revenue models (e.g.,

M&A 40

M&A Advisory Business Valuation 40

Sica Fletcher

MARCH 26, 2024

private equity firms, investment banks, individual investors). Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Once an agency owner completes their initial preparations, the next step is to complete a full valuation of the agency.

M&A 52

M&A Insurance Valuation Advisory 52

iMerge Advisors

APRIL 16, 2025

For founders and CEOs, understanding the role of due diligence is essential to both maximizing valuation and ensuring a smooth transaction. But for sellers, its also a chance to demonstrate operational maturity, reduce perceived risk, and justify premium valuation multiples. Compliance: Are data privacy policies (e.g.,

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M&A Valuation Debt Advisory 40

Focus Investment Banking

MAY 22, 2023

Below are some key things that business owners should consider when divesting their business: Valuation : Try to have a realistic idea of the value of your business. Indeed, depending on how the deal is structured, a lower total valuation may still leave more net cash in your pocket. Expect this process to take about 60 to 90 days.

Business 52

Business M&A Sale Valuation 52

Sun Acquisitions

APRIL 25, 2023

This is meant to help formulate more accurate valuations while also acting as reference points when discussing individual items during negotiations – having this data on hand helps streamline processes & ensures everyone involved has all necessary information before making decisions. client lists, property/equipment, etcetera).

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Sale Business Negotiation M&A 52

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. But if we’re wrong, and the spin-off doesn’t happen or gets done at a lower valuation, the parent company’s share price would fall by only 10%.”

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Funds Investors Mergers and Acquisitions Mergers 64

Peak Frameworks

MAY 2, 2024

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. Valuation Techniques: Employing discounted cash flow (DCF) and comparative analysis to ascertain the target’s value.

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Mergers Mergers and Acquisitions Financial Analysis Discounted Cash Flow 52

iMerge Advisors

APRIL 16, 2025

In our experience advising software and SaaS companies at iMerge, weve seen how certain pitfallsoften overlooked in the early stagescan materially impact valuation, deal structure, and even the likelihood of closing. In reality, buyersespecially private equity firms and strategic acquirersexpect a well-documented, diligence-ready business.

Business 40

Business M&A Valuation Negotiation 40

iMerge Advisors

APRIL 14, 2025

Yet, many founders and CEOs underestimate just how central IP clarity is to valuation, buyer confidence, and deal execution. Buyersespecially strategic acquirers and private equity firmsare not just purchasing code; theyre acquiring the legal rights to use, commercialize, and defend that code.

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Acquisitions M&A Valuation Advisory 40

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.

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