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Transactional Services

Seller Representations

Most companies receive inquiries regarding whether or not they are willing to sell. Sukay & Associates, Inc. is committed to determining whether a sale will achieve the goals of the seller. We evaluate the timing of a transaction. We provide market insight; review and a perform a thorough analysis of each company which helps answer questions such as:

  • Should the company improve its operations and then sell after it is able to demonstrate its improved profitability?
  • Is the market at a peak and is this an ideal time to maximize value?

In the event that a seller decides it is the right time to pursue a sale, the key is to find the right buyer. If the intent of a seller is to become part of a buyer’s organization, we can seek an appropriate “match” for the seller and assess how well the two organizations will “fit” together. If a seller’s goal is to maximize their return, we will construct a sales process geared toward achieving the highest transaction value.

Many advisors will describe how each agency and each deal is unique. If that is correct, why is it that so many deals are structured in the same manner for very similar multiples? Sukay & Associates will pursue a transaction from many perspectives and match the strengths of a seller to the needs of a buyer. We handle each deal knowing that it is a one-time event for the seller.

Sometimes the best transaction is the one that doesn’t get done. We will never recommend a transaction that does not achieve fair value for our clients, as well as a good cultural fit. We have seen too many other advisors recommend deals that fall apart in the long run because the emphasis was on the short run -- getting the deal done versus creating a strategic union.

Buyer Representations

Most potential buyers will tell you that they are interested in doing a deal. Sukay & Associates is interested in representing buyers who are realistic and fair. We are not interested in buyers who are looking to take advantage of sellers by buying a company only if they can get it at the "right price." We seek to represent buyers with the discipline to make the transition successful after the closing.

The market is fairly disciplined in its pricing, and most transactions are priced fairly. The key to success is the successful integration of the seller. Sukay & Associates has extensive experience managing the integration of acquired companies. We work with the buyer and seller after the closing to ensure the success of the deal. We believe that this allows us to develop a long-term relationship with the buyer. Our philosophy is that the deal is only successful, regardless of price, if the expected results are achieved after the deal.

What Clients Say

"I could not have asked for a better advisor in this transaction. Sukay & Associates treated our transaction as if it was their own and worked tirelessly to ensure that our professional and personal goals were achieved." Bob Walsh, President - Hess Egan Hagerty & L'Hommedieu

"I have known Tom Sukay for over 25 years. During that time, I relied on Tom for his perspective as I built my agency. Once my partners decided to pursue a sale, I knew that I could not rely on other brokers who would view my interests as just another client. None of us could have imagined the effort that was required to pursue the sale. Tom was involved in every aspect of the transaction and his team was outstanding. They invested the time to understand our company and pursued a transaction that met our specific goals." Steve Lesser - DS Machesney Inc.

"Trust, integrity and effort are traits that we expect from the employees of our agency. We engaged Sukay & Associates to pursue the sale of our company because we knew that they would conduct themselves in a similar manner. Premium, personalized service does not begin to describe their dedication in achieving our goals. It was refreshing that something so important to us was not being delegated to junior staff members. Tom and his staff's extensive background in the industry were readily apparent as they engaged themselves with our company and the sales process. They continue to stay involved in assisting us to interpret the legal contracts and aiding us to achieve our goals." Randy Butz - Morrell, Butz & Junker, Inc.

News/Deals

Appointment of Managing Director Sukay & Associates Names Andy Korab as Managing Director. To view press release, click here pdf

Seller Representation Alpha Benefits Group, Inc. (“Alpha”), a group benefits firm, in its sale to Brown & Brown Inc. To view press release, click here pdf

Seller Representation Dalton Insurance Agency, LLC of Glassboro, New Jersey to a subsidiary of Brown & Brown, Inc. To view press release, click here pdf

Seller Representation Morrell, Butz, and Junker, Inc. to First National Insurance Agency (subsidiary of FNB Corporation)

Seller Representation Brokerage Professionals, Inc. to Arthur J. Gallagher & Co.

Seller Representation Hess Egan Hagerty and L’Hommedieu, Inc. to M&T Insurance Agency, Inc. (subsidiary of M&T Bank). To view press release, click here pdf