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Insurance M&A Articles

Recent Articles

We regularly share valuable insights and updates tailored specifically for insurance agency owners. Our posts cover a range of hot topics, from effective strategies for agency growth and succession planning to the latest trends in market valuation and compliance. We also delve into practical advice on optimizing your agency’s performance and maximizing value. Stay informed and ahead of the curve with our expert analysis and actionable tips designed to help you navigate the ever-evolving landscape of the insurance industry.

Communication Throughout the M&A Process is Key

Communication Throughout the M&A Process is Key

In the dynamic and sometimes tumultuous realm of mergers and acquisitions (M&A), maintaining clear and consistent communication stands out as the cornerstone of success. Starting from the initial sparks of interest to the ultimate agreement handshake, the smooth...

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A Great M&A Advisor is a Great Storyteller

A Great M&A Advisor is a Great Storyteller

In the world of Mergers and Acquisitions (M&A), advisors take on many different responsibilities. However, beyond these roles lies a crucial skill that goes beyond transactions: storytelling. An exceptional M&A advisor not only handles deals but also weaves...

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How to Overcome Obstacles in M&A Transactions

How to Overcome Obstacles in M&A Transactions

How Does Your Advisor Overcome Obstacles? Being able to handle challenging problems and obstacles is a crucial requirement for an M&A advisor. We always tell our clients: If we were hiring someone with a similar role as ours, we would ask them to explain some of...

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Ten Reasons to Hire an Advisor

Ten Reasons to Hire an Advisor

We are always asked why our clients should hire an advisor rather than representing themselves.  In the end, this decision is no different than many others.  Does the advisor add enough value to justify the investment? Here are some of our responses to why you should...

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The Hidden Key to M&A Success: Cultural Fit Matters!

The Hidden Key to M&A Success: Cultural Fit Matters!

When it comes to mergers and acquisitions (M&A), buyers and sellers often overlook a crucial factor that can make or break the success of the deal: cultural fit. In my journey through the world of M&A, I discovered a surprising truth - a whopping 70% of...

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The Return to Work Dilemma

The Return to Work Dilemma

Today, many businesses are grappling with the decision of whether to have their employees come back to the office or continue working remotely. Some companies believe that being in an office environment is necessary for productivity and collaboration. On the other...

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3 Questions with Sukay & Associates

In our 3 Questions series, we bring you quick insights from our industry experts, tackling the most pressing topics in the insurance agency world. From navigating M&A opportunities to maximizing agency value, each segment delivers practical advice you can implement today. Whether you’re planning for growth or a potential sale, we’re here to answer the questions that matter most to agency owners.

Catch our latest episodes on LinkedIn, Facebook and, of course, here on our site.

Richard Satin

3 Questions: Richard Satin, Satin and Lee

We're back with our "Three Questions" series. Today's quest is Richard G. Satin, Managing Partner of Satin and Lee. Richard has extensive experience representing targets and acquirers in mergers and acquisitions; corporate issuers and investors in public and private...
Pablo Beach Insurance sale to Patriot

3 Questions: Shaun Murphy, Pablo Beach Insurance

Early in 2021, we had the privilege of representing Pablo Beach Insurance in their sale to Patriot Growth Insurance Services. Life After The Sale Now that it has been a few months into the transition, we caught up with PBIG'S PRESIDENT, Shaun Murphy to discuss life...

Life After the Sale: Mel Warren

What a great conversation with Mel Warren on our recent episode of "3 Questions". Mel provided some very meaningful insight into the process of selling his agency and what life is like after the sale. Our favorite statement (paraphrased): “Between the partners, we had...

Life After The Sale: Jeff Lejfer

A year after the sale – what went right, what would he have changed, and what can others learn from his experience? We had the honor to represent Jeff Lejfer of RT New Day and his partners in the sale of their business, and we thought it would be a valuable discussion...

Q & A with Scott Foltz, CPCU | Pfister Insurance

Sukay & Associates recently acted as the financial advisor for Pfister Insurance, Inc. in its sale. Pfister Insurance provides Business, Auto & Home Insurance in Dover, Wilmington, Lewes, Rehoboth Beach and throughout the states of Delaware, Pennsylvania,...

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