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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.

Q & A with Jim Domenick | Domenick & Associates

Sukay & Associates recently acted as the financial advisor for Domenick & Associates in its sale. Founded in 1993, Philadelphia-based Domenick & Associates is a full-service brokerage firm that provides risk management and insurance solutions to selected...

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Traits of a Professional Buyer

By: John Biasiello There has been an aggressive attempt within the private equity market to enter the insurance brokerage business in recent years.  Many of these private equity funded agencies have been started by insurance professionals from well-known and respected...

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Q&A with Kevin Nemith | CNC Insurance

Back in October, Sukay & Associates announced that the firm acted as the financial advisor for CNC Insurance Associates, Inc. in its sale to The Hilb Group LLC.  Founded in 1978, CNC has annual revenues of approximately $1.3 million. Local operations will continue...

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Trust the Process in Insurance Agency Sales

By: Tom Sukay In the last year, we have represented companies in a wide variety of marketplaces.  These agencies have had revenues ranging from less than $1.0 million to $7.5 million.  We announced a deal in Long Island and just announced another one in both Delaware...

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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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