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.
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,...
Sukay & Associates Represents Pfister Insurance Inc.
NEWS RELEASE Contact: John Biasiello 215-208-8519 [email protected] Sukay & Associates Represents Pfister Insurance, Inc ("Pfister") in its Sale to The Hilb Group, LLC ("THG") (June 13, 2018, Lewes, DE.) – John Biasiello, President of Sukay &...
3 Unexpected Things Which Happen in Retirement
For many people, retirement is something you dream about for a long time. You’ve probably spent many years planning for it in hopes of enjoying a more robust lifestyle during your golden years. No matter how long you’ve been looking forward to the day when you are...
Selling an Insurance Agency: Choosing an Advisor
You need to find an advisor that will be committed to never doing anything that is not in YOUR best interest! When selling your insurance agency, it is important to partner with an advisor who has extensive experience in the insurance industry. The insurance agency...
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.
Start a Discussion
Contact us to have a confidential no-strings-attached conversation.
