Sica | Fletcher - Market Intelligence

Rich Eknoian, CEO of World Insurance Associates, dives into his strategy for growth and long-term success.

In this episode, Greg Williams, Co-Founder, Chairman, and CEO of Acrisure walks through his company’s strategy for growth.

What trends are we seeing in the insurance brokerage M&A market in 2025? Watch this free webinar to find out what the experts think.

Since the major uptick in interest rates in 2022, many believed that the insurance brokerage M&A market would slow...

How do insurance agency valuations work? It's complicated, but this article offers a step-by-step guide for understanding the essentials.

On average, insurance brokerages are seeing the highest valuations they’ve had in a decade, with an average insurance brokerage valuation multiple at about 11.6x EBITDA.

The most common response we hear from wealth managers about the boom in insurance broker interest in the RIA space is, “Someone is interested in buying my business?”...

Over the past decade, private equity has transformed the insurance brokerage sector. Large players have changed, PE-sponsored agencies have seen massive growth...

Curtis Barton, ALKEME Founder and CEO, shares how investing in people, not just numbers, has fueled ALKEME’s growth.

Managing Partner Al Sica talks with Highstreet Insurance Partners founder and CEO Scott Wick about his company's exceptional growth journey.

The “EBITDA x8” approach offers agency owners a quick and easy way to get a rough estimate of their agency’s worth. Learn how to calculate yours.

Mike Fletcher and Phil Mershon dive into the AJG— Assured acquisition. Was it the best deal of the decade?

Our research team did a deep dive into the top insurance agency investment banks of 2024. This article takes a look at the top 10, based on four key criteria.

In Q4'22, the cost of debt exceeded the return for insurance brokerages and created a negative spread...

Selling your agency? Relying on the “industry standard” EBITDA multiples to dictate your agency's value is important, but so is what you multiply against it: the EBITDA itself.

Explore how understanding the power of the EBITDA during a sale can unlock increased value during an insurance agency valuation...

Al Sica and BHMS Investments’ Co-Founder and Managing Partner Kevin Angelis discuss private equity’s role in shaping the insurance brokerage landscape.

What is the top mistake agency owners make when selling their business? Partner Mike Fletcher explores the downsides of selling without representation.

President Trump’s tariffs are more hawkish than most of the pundits expected. Despite the current chaos...

This case study analyzes Arthur J. Gallagher's (AJG) acquisition of Assured Partners, a private equity-backed insurance broker...

For several years, RIAs have been winning an uphill battle against the rise of robo-advisors, and the market remains strong in 2024 with RIAs of every size seeing moderate growth.

The 2020s have proven to be a complex market for insurance brokerages. While the cost of debt has increased to the point that buyers often acquire brokerages at an initial loss, multiples are actually seeing all-time highs.

Numerous insurance agency and broker principals attempt to sell their companies by being “Serial Daters”. They are contacted by a potential buyer or solicited by someone who has...

In 2022, most pundits, including Sica | Fletcher, forecasted 2023 to be a dreadful year for insurance brokerage M&A...