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M&A Services for Financial Service Companies

Sica | Fletcher has been the top-performing M&A advisor for financial services companies since its founding in 2014. Our approach to M&A prioritizes:

  • Ensuring that we are the right match for your company
  • Finding the ideal buyer for your business
  • Using our deep knowledge of financial services M&A to secure the best possible deal

Financial Services Company Valuation Statistics

The graph below tracks EBITDA multiples for financial services firms from 2019-2024. It’s worth noting that nearly every business that was valued above the average multiple was represented by an M&A advisory firm or investment bank.

Average EBITDA Multiple by Financial Services Company Type, 2024

Company Type Multiple
Financial Advisor 6.2x
Wealth/Asset Manager 6.4x
Accounting 6.8x
Commercial Insurance 7.6x
Personal Insurance  7.1x
Traditional Lender 7.8x
Peer-to-Peer Lender 8.5x
Credit Card Company 8.8x
M&A Advisor 8x
Real Estate Investment Fund 9.1x
Investment Bank 9.3x
Private Equity 9x
Venture Capital 9.5x
Hedge Fund 10.5x

The M&A Market for Financial Services Companies in 2024

With the recent economic downturn and hikes in federal interest rates through Q4 2023, the financial M&A market has looked uncertain for sellers. Whereas it used to be common for owners of financial service businesses to see more than a dozen bids for their company, they’re now seeing about half that number. However, 2024 is looking brighter with the prospect of the Fed lowering interest rates.

Another bit of good news is that valuations haven’t declined; it’s simply been harder to find an acquirer. The realities of today’s market simply imply the need for more experienced deal representation. 

Financial services companies need a seasoned partner in their corner to find the right strategic partner and secure the optimal deal for them. Our team has learned to leverage fewer offers into a more streamlined deal process that capitalizes on buyer imperative to earn our clients a higher payout and more favorable deal structure.