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.
The Chicken and the Pig Parable
In the realm of business and personal endeavors, the distinction between being merely involved and being truly committed can significantly impact outcomes. This concept is aptly illustrated by the business fable of "The Chicken and the Pig". Making a Bacon & Eggs...
The Beginning of a New Wave in Insurance Brokerage Consolidation
The announcement of Arthur J. Gallagher’s $13.45 billion acquisition of AssuredPartners signals a transformative moment in the insurance brokerage industry. As John Biasiello noted earlier, this move marks the start of a consolidation wave among large...
Perspective: Gaining a Clear View of Your Insurance Agency’s Value
Perspective is a powerful concept. It shapes how we see the world, make decisions, and navigate challenges. Often, a change in perspective can unlock opportunities we never noticed before. John Biasiello recently reflected on this idea, drawing inspiration from a...
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...
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...
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...
Navigating the Changing Landscape: Opportunities and Challenges for Selling Your Insurance Agency in a Hardening Market
Happy New Year from Sukay & Associates! In the insurance business, the start of the new year often brings about a positive response. Many agency owners have already gone through their January 1 renewals; some are considering taking a well-deserved break or going...
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...
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...
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.
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