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Daniel Walker
Licensed Insurance Agent
Daniel Walker graduated with a BS in Administrative Management in 2005 and has run his family’s insurance agency, FCI Agency, for over 15 years (BBB A+). He is licensed as an insurance agent to write property and casualty insurance, including home, life, auto, umbrella, and dwelling fire insurance. He’s also been featured on sites like Reviews.com and Safeco. To ensure our content is accura...
Licensed Insurance Agent
UPDATED: Nov 3, 2014
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Review
Good Afternoon Justin,
Please allow me to share some pertinent industry facts with you and your Firm:
One, multiples in your business are at HISTORIC highs in the history of corporate finance. (I’m a finance valuation buff)
Two, I know the lifeline of a firm such as yours contemplates a liquidity event every thirty years or so but I wanted to introduce ourselves and make sure in the event you and your partners are considering valuation issues, growth opportunities, or even internal performance metrics, you are aware of who we are.
Having completed a 16-year career with NFP recently and an additional 12 years prior on Wall Street, I joined Sica Fletcher, the most experienced and successful insurance distribution Advisor in the country. We would be interested in sharing who we are, how we work, and from time to time show you some interesting transactions we are working on. Your firms’ services might be a nice complement to many of our existing clients’ capabilities.
We presently have THREE Buy side engagements with National firms seeking to expand into your area from the largest in the world to those one might consider smaller and more nimble yet trying to build on a national level. Alternatively, we do come across books of business in your state that is for sale or firms who wish to seek out larger or similar sized firms within their state where the cultural ties are much more natural.
If you are amenable to a brief conversation, please let me know. If you wish to not receive further communications, we will obviously respect your request.
Thank you in advance for your consideration.
Tom Arcieri
Director
http://www.sicafletcher.com
M: 201 838 3184
O: 201 689 3160