by PatAdmin | Oct 27, 2022 | 3 Questions
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...
by PatAdmin | Dec 13, 2021 | 3 Questions, Recent Transactions
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...
by PatAdmin | Mar 15, 2021 | 3 Questions, Recent Transactions
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...
by PatAdmin | Mar 15, 2021 | 3 Questions, Recent Transactions
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...
by PatAdmin | Jul 11, 2019 | 3 Questions, Recent Transactions
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,...
by PatAdmin | May 18, 2018 | 3 Questions, Recent Transactions
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...
