Insurance M&A Articles
Understanding Your Agency’s Value is Crucial
Private Equity Firms are on the chase, and there is a very good chance that they will be calling you. Find out why understanding your agency value is crucial right now. As a reminder, we offer Free Insurance Agency Valuations for qualified agencies....
Dealing with the Current Landscape
To our friends and clients, their families, and employees, We hope this communication finds you all well and home safe. In looking at the current landscape, it reminds me of some advice we often give to our clients - you never know what can affect the value of...
Preserving a Legacy
Preserving a Legacy I was thinking about how we always struggle to explain what we do to our friends and I was thinking about an old story that many of us have heard over the years. It is a story of two men in Medieval Italy that are working chipping marble in a...
Acquisition Announcement: Walsdorf Agency
Sukay & Associates Represents Walsdorf Agency in its Sale to Arthur J. Gallagher (February 11, 2020, Lewes, DE.) – John Biasiello, President of Sukay & Associates announced today that his firm acted as the financial advisor for Walsdorf Agency (Huntington, NY)...
Acquisition Announcement: Newbridge Coverage Corp.
NEWS RELEASE Sukay & Associates Represents Newbridge Coverage Corp. in its Sale to Patriot Growth Insurance Services (January 27, 2020, Lewes, DE.) – John Biasiello, President of Sukay & Associates announced today that his firm acted as the financial advisor...
Insurance Agency Appraisal – Taking Stock of Your Value
As we approach the holiday season, it is only natural for agency owners to take stock of what they have accomplished this year. They are thankful for another year that they have successfully navigated their way through the changes in Carrier Appetites, Technology...
Building an Insurance Agency Perpetuation Plan
Owning an independent insurance agency it seems like planning for the future is never a priority. This includes having an insurance agency perpetuation plan. Having a plan in place ensures that if something happens to the current shareholders that the agency can...
Insurance Agency Valuation Calculators
When I am out speaking to agency owners, I hear all kinds of things from them when it comes to what they think about the value of their agency. I am usually not surprised by some of the things I hear about as to how they arrived at the value. Recently I visited a...
Celebrating 15 Years in Business
By, Tom Sukay, Founder of Sukay & Associates. We wanted to spend a moment to thank all of our clients as we celebrate our 15th anniversary. 15 years ago, I had no intention of starting the firm. I was a CFO of a large company that had just been sold, and I was...
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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