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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 the principals for several years as we previously worked together to assess the internal operations of Alpha. We developed a close working relationship at that time and they worked exceptionally hard to structure a transaction that met my goals. Sukay & Associates treated our transaction as if it was their own and worked tirelessly to ensure our professional and personal goals were achieved." Robert D. Heller - President, Alpha Benefits Group

"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

Seller Representation Warfield-Dorsey Co. Inc. in its Sale to HMS Insurance Associates, Inc. To view press release, click here pdf

Seller Representation Conner Strong Companies in its Sale of its Small Business Insurance Unit to Brown & Brown Inc. To view press release, click here pdf

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