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Insurance M&A Articles

3 Questions: Richard Satin, Satin and Lee

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...

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Interest Rates When Selling Your Agency

Interest Rates When Selling Your Agency

Question: Interest rates have increased, so what does that mean for insurance agencies looking to sell their business? Many buyers in the market to purchase insurance agencies borrow money to pay for the agencies they buy. A loan will cause the cost of the purchase to...

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Multiples

Multiples

There are two important takeaways in this article.  First, you can’t spend a multiple. Second, hire a reputable advisor who will ensure you understand your real value, not just the multiple.  If you are considering selling your agency, you should stop here and call...

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3 Questions: Shaun Murphy, Pablo Beach Insurance

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...

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“To Be or Not to Be (Represented) That is the Question”

“To Be or Not to Be (Represented) That is the Question”

As part of our day-to-day, we spend a lot of time speaking with those responsible for purchasing independent insurance agencies as we look for the right fit for our clients. Many of the buyers that I speak to would rather contact agency leadership directly and avoid...

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Have we become a Self-Service Society?

Have we become a Self-Service Society?

Have you called your cable company lately and told them you are having a problem with their service? If your experience is anything like mine, you go from client to service team member before you know it.  It takes you 20 minutes to speak to a live person, 10 minutes...

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Sukay & Associates Represents Pablo Beach Insurance Group

Sukay & Associates Represents Pablo Beach Insurance Group

Sukay & Associates Represents Pablo Beach Insurance Group in its Sale to Patriot Insurance (April 27, 2021, Lewes, DE.) – John Biasiello, President of Sukay & Associates announced today that his firm acted as the financial advisor for Pablo Beach Insurance...

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Choosing an Advisor: Sukay & Associates difference

Choosing an Advisor: Sukay & Associates difference

As we predicted, the M&A market is very active right now.   We are getting a lot of calls from Agency Owners who are exploring their options, and they want to know "Why Sukay?". Our Difference The reality is, it is hard for us to define our value proposition when...

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Life After the Sale: Mel Warren

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...

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