Laying The Path Toward Each Unique Goal

When working with insurance brokerage leaders, we need to gain a clear understanding of their personal and professional history to assist in charting their path toward their ultimate goals. Our approach is a holistic one. We apply our financial engineering analytics, operations know-how, and extensive knowledge of the insurance M&A marketplace to develop a strategy for our client partners that will enhance shareholder value, as well as career satisfaction (having the most valuable agency on the planet but being 100% miserable is not a highly recommended strategy).

Insurance M&A Services

Deals we close for our Insurance Agency clients average a 30% higher sale price for sellers.


In almost any given market across the country there are at least ten institutional buyers for every seller. This means that the probability that you are dealing with the perfect buyer for your firm is only 10%. Now, the buyer is a corporate powerhouse with a track record of acquiring hundreds of agencies and they know you are only talking to them, what's the probability you ever get their best deal? Let’s also call that 10% (which is probably too high). So what is the probability you are getting the best deal for your firm? 1%! This is a case where it is not good to be a One Percenter. We understand that our clients are salesmen and brokers who are certainly qualified to make sales. However, selling an agency is a complicated process that needs to be handled by experienced parties. You spend your whole career building a great and valuable firm and in one fell swoop reduce your net worth by 30% because you thought you could do it on your own.





Sell-Side Insurance Advisory

Buy-Side Insurance Advisory

Deals we close for our Insurance Agency clients average a 30% higher sale price for sellers.


In almost any given market across the country there are at least ten institutional buyers for every seller. This means that the probability that you are dealing with the perfect buyer for your firm is only 10%. Now, the buyer is a corporate powerhouse with a track record of acquiring hundreds of agencies and they know you are only talking to them, what's the probability you ever get their best deal? Let’s also call that 10% (which is probably too high). So what is the probability you are getting the best deal for your firm? 1%! This is a case where it is not good to be a One Percenter. We understand that our clients are salesmen and brokers who are certainly qualified to make sales. However, selling an agency is a complicated process that needs to be handled by experienced parties. You spend your whole career building a great and valuable firm and in one fell swoop reduce your net worth by 30% because you thought you could do it on your own.





Strategic Advisory

Deals we close for our Insurance Agency clients average a 30% higher sale price for sellers.


In almost any given market across the country there are at least ten institutional buyers for every seller. This means that the probability that you are dealing with the perfect buyer for your firm is only 10%. Now, the buyer is a corporate powerhouse with a track record of acquiring hundreds of agencies and they know you are only talking to them, what's the probability you ever get their best deal? Let’s also call that 10% (which is probably too high). So what is the probability you are getting the best deal for your firm? 1%! This is a case where it is not good to be a One Percenter. We understand that our clients are salesmen and brokers who are certainly qualified to make sales. However, selling an agency is a complicated process that needs to be handled by experienced parties. You spend your whole career building a great and valuable firm and in one fell swoop reduce your net worth by 30% because you thought you could do it on your own.





#1 Mistake Agency Owners Make When Selling Their Business

Click below to access our newest video where Sica | Fletcher Partner, Mike Fletcher, lays out the top mistake for CEOs to avoid.

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Contact Details

MICHAEL J. FLETCHER

Managing Partner

516.967.1958

mjf@sicafletcher.com

ALEXANDER W. SICA

Managing Partner

201.805.1561

al@sicafletcher.com

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