How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

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Growth Business

DECEMBER 20, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success If you’re a start-up in the construction or engineering industry, you may have come across an insurance product called delay insurance for start-ups – also known as DSU or Advanced Loss of Profits. This insurance is not taken out on its own.

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Insurance Business Engineering Profitability 76

The New York Times: Banking

JANUARY 12, 2024

JPMorgan Chase, Bank of America and Wells Fargo reported healthy quarterly profits despite having to pay to replenish the industry’s deposit insurance fund.

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Bank Banking Insurance Profitability 115

Global Banking & Finance

AUGUST 14, 2024

By Carolyn Cohn LONDON (Reuters) -British insurer Aviva beat first-half profit expectations following a rise in general insurance premiums in Britain and Ireland, and said on Wednesday it remained confident of meeting its 2026 targets.

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Global Banking & Finance

AUGUST 13, 2024

By Yadarisa Shabong (Reuters) -Just Group’s first-half profit beat estimates on Tuesday, and the British insurer now expects full-year earnings to surpass its previous expectations on demand for pension insurance, sending shares up as much as 18% in early trading.

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Global Banking & Finance

FEBRUARY 15, 2024

Australia’s QBE Insurance annual profit more than doubles but misses view By Echha Jain (Reuters) -Australia’s QBE Insurance Group’s full-year profit more than doubled on Friday, helped by higher income from premiums, but missed analysts’ expectations, sending its shares on track for their worst session in three months.

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Global Banking & Finance

DECEMBER 10, 2024

MUNICH, Germany (Reuters) – Germany’s Allianz said on Monday it plans to distribute at least three-quarters of its net profit to shareholders via dividends and share buybacks over the next three years. Additionally, from […]

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Sica Fletcher

SEPTEMBER 17, 2024

When insurance agency sellers have already met with prospective buyers, they may have been offered a valuation based on their “adjusted EBITDA.” The following article provides a brief overview of EBITDA and adjusted EBITDA valuations for insurance agencies. What Elements Are Included in Adjusted EBITDA for Insurance Agencies?

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Insurance Valuation Profitability 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.

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Insurance Valuation M&A S&P 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.

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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. Selling an insurance agency book of business has a few advantages over selling the agency in total. Why Sell Just the Book?

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Sica Fletcher

JULY 11, 2024

The following report details insurance brokerage M&A multiple averages for H1 2024. Our research team averaged the information using data from our Sica | Fletcher index, which monitors approximately 70% of insurance sector transactions. Because several kinds of insurance are legally required (e.g.,

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Insurance M&A Debt Equities 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.

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Sica Fletcher

MAY 8, 2024

Quite a few articles already detail the process of “how” to sell an insurance agency (you can read our article on that subject here ), but very few get to the bare bones of “why.” If you’re asking, “ should I sell my insurance agency,” the three big questions you must answer first are: Why Do I Want To Sell?

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Sica Fletcher

MAY 15, 2024

This article breaks down the question, “how much is my insurance agency worth” in further detail, but the table below provides a surface-level overview based on varying degrees of revenue and operating expense: How Much Is My Insurance Agency Worth: A Breakdown Answering the question, “how much is my insurance agency worth?”

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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. insurance market, the question arises: what separates an average agency from a truly valuable insurance brokerage?

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Sica Fletcher

MARCH 8, 2024

Having advised on a record number of insurance agency M&A transactions, we have used our unusually large dataset in tandem with access to third-party M&A databases to provide up-to-date averages of EBITDA multiples for insurance brokerages in 2024. What Is Affecting Insurance Agency EBITDA Multiples?

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Insurance M&A S&P Valuation 52

Global Banking & Finance

JUNE 27, 2024

The Ultimate Guide to Buying Property in Downtown Dubai for Investment: Uncovering Trends and Real Estate Insurance Real property investments in Downtown Dubai can be very profitable, with massive boom potential and long-term returns. If you buy property in Downtown […]

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Insurance Investment Profitability Finance 52

Sica Fletcher

APRIL 2, 2024

The following report examines the health and outlook for insurance M&A deals in 2024. We base this research on several key findings in our proprietary SF database, which observes and records data from the top ~400 insurance M&A buyers. Agency vs. Company: Which Is The Better Insurance M&A Deal?

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Sica Fletcher

JUNE 14, 2024

Insurance agency owners who are considering the prospect of running an M&A deal process often have many concerns about the fate of their agencies, but the most common by far are those surrounding the agency’s purchase price at closing. We’ll also detail some of the factors affecting these calculations.

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Insurance Valuation M&A S&P 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.

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Sica Fletcher

JULY 1, 2024

Selling an insurance brokerage is not altogether that much different than selling an insurance agency or even an insurance company. specialized regulatory and licensing requirements that are different from those of insurance agencies. That being said, brokerage owners need to consider a.)

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Global Banking & Finance

NOVEMBER 15, 2024

MILAN (Reuters) -Generali beat nine-month profit forecasts as lower claims and price increases offset a 930 million euro ($982 million) hit from natural disasters, the Italian insurer said on Friday. Nine-month operating profit – closely watched by the market – rose 7.9% billion euros ($5.7

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Sica Fletcher

MARCH 14, 2024

Disclaimer: The article below contains a quick and easy method for calculating the ballpark value of an insurance agency using standardized market information. Readers should note that the actual value of your insurance agency may vary considerably from what this estimate might provide.

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Sica Fletcher

JULY 2, 2024

For agency owners looking to sell their business in 2024, it’s helpful to know something about the insurance M&A buyer landscape before going in. The following section details the insurance M&A buyer landscape as of Q3 2024. To provide a sense of context for buyers’ current standing, we also include information from 2023.

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Insurance M&A Private Equity Advisory 52

Global Banking & Finance

OCTOBER 29, 2024

By Marta Serafinko and Natalia Siniawski (Reuters) -Spain’s largest insurer Mapfre reported a 39% jump in net profit in the first nine months of the year as higher prices, more benign weather, and less severe natural disasters lifted the profitability of its non-life business. Mapfre shares were up 4.7%

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Profitability Insurance Shares Business 40

Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome.

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Insurance Advisory M&A Investment Banking 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.

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Global Banking & Finance

SEPTEMBER 5, 2024

By Carolyn Cohn LONDON (Reuters) -Commercial insurance premiums may not yet be turning lower despite years of increases, Lloyd’s of London chairman Bruce Carnegie-Brown told Reuters, as the market reported a 26% jump in first-half pre-tax profit on Thursday.

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Global Banking & Finance

SEPTEMBER 5, 2024

By Carolyn Cohn LONDON (Reuters) -Commercial insurance premiums may not yet be turning lower despite years of increases, Lloyd’s of London chairman Bruce Carnegie-Brown told Reuters, as the market reported a 26% jump in first-half pre-tax profit on Thursday.

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Insurance Underwriting Profitability Investment 40

Sica Fletcher

MARCH 26, 2024

This article outlines how to sell an insurance agency by chronological steps, with a quick overview of the process in the table immediately following. We also include some key insights we’ve gathered over several decades of selling insurance agencies. and EBITDA gives buyers a better sense of the agency's future profitability.

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Wall Street Mojo

FEBRUARY 8, 2024

Such expenses are often associated with medical insurance, which does not come under reimbursable once. Table of contents Out Of Pocket Expense Meaning Out Of Pocket Expense Explained What Are Health Insurance Out-Of-Pocket Expenses? What Are Health Insurance Out-Of-Pocket Expenses?

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Sica Fletcher

MARCH 26, 2020

Many of our clients have asked us about the impact on insurance brokerage M&A of the pandemic and the resultant containment efforts. The Largest Strategic Players Tell Us Full Steam Ahead – The major strategic acquirors have informed us that they plan to continue to aggressively pursue acquisitions of insurance brokers.

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Global Banking & Finance

FEBRUARY 22, 2024

Allianz nearly doubles Q4 net profit, helped by health and life business FRANKFURT (Reuters) -Germany’s Allianz nearly doubled its fourth-quarter net profit from a year earlier, a figure that came in just slightly below expectations, figures on Friday showed.

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Sun Acquisitions

APRIL 7, 2025

Improved Profitability: Diversification can improve profitability by reducing risk, increasing revenue, and realizing cost synergies, benefitting shareholders and other stakeholders. The company has acquired businesses in various industries, including insurance, manufacturing, and retail.

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The New York Times: Mergers, Acquisitions and Dive

FEBRUARY 22, 2025

Warren Buffetts conglomerate held $334 billion in cash at the end of 2024, helping to stabilize earnings in the face of declines at more than half of the nearly 200 businesses it operates.

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How2Exit

MAY 8, 2023

-Ron Concept 1: Explore Business Acquisitions and Mergers Business acquisitions and mergers are an increasingly popular way for entrepreneurs to grow their businesses and increase their profits. Business acquisitions and mergers can be a great way for entrepreneurs to expand their businesses and increase their profits.

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