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
Average EBITDA Multiple by Financial Services Company Type, 2023
|Credit Card Company||8.8x|
|Real Estate Investment Fund||9.1x|
The M&A Market for Financial Services Companies in 2023
With the recent economic downturn and continued hikes in federal interest rates through Q2 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.
The good news is that valuations haven’t declined; it’s simply 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.