Partner with Liberty

Is Your Independent Insurance Agency Reaching Its Full Potential?

client retention
0 %
managed premiums
0 + billion
revenue growth*
0 %
*Revenue growth from the year 2020 to 2023 YE

Build Your Equity and Secure Your Future

We partner with entrepreneurial business owners who want to maintain meaningful ownership, continue to run their business autonomously, have a track record of growth, and desire to scale their business.

Take Care of Your Clients

Our client-first focused approach yields industry-leading retention rates.

Own Equity in a Growing Company

Become a partner and profit share in Liberty's success.

Tailor Your Cash Offer

Tailor your deal based on your goals, with emphasis on giving you cash now.

Discover Our M&A Options

Choose the ownership structure that best fits your goals.

John Laurie, Chief Partnership Officer

“At Liberty, we don’t just acquire businesses; we cultivate partnerships. Our holistic approach, seamless integration, and transparent culture aren’t just promises— they’re the foundation of our shared success. Join us, and turn your agency’s potential into extraordinary reality.”

Which option is right for you?

MERGER

Join Liberty

OR
ACQUISITION

Sell your agency

MERGERS

Join Liberty

Continue to lead

Continue to lead and run your business with the freedom you value.

Tailor your cash offer

Our M&A team works with you to outline the perfect deal based on your unique goals, with a strong emphasis on giving you cash now.

Expand your reach

Benefit from producer recruitment, talent acquisition, market access, and fold-in capital.

Gain support

Our experts handle the details - from HR, IT, Accounting, Operations, Legal, and more - so you can focus on big wins or well-earned breaks.

Own equity in a growing company

Partner with a multi-award-winning culture driving rapid growth and innovation in insurance.

Join a collaborative culture

Encourages sharing of expertise, carrier relationships, and referrals across the Liberty network.

CEO & Founder, Bill Johnson presenting at Liberty's 2024 Partner Summit

Frequently Asked Questions About Joining Liberty

We prioritize a seamless transition that ensures your clients continue to receive the exceptional service they’re accustomed to. In fact, our high client retention rate of 92% speaks volumes about our commitment to minimizing disruption. 

We value your expertise and your team’s contributions. There’s a place for everyone in the Liberty family. We’ll work with you to find the right fit within our organization, ensuring a smooth transition for your team.

Our leadership team is comprised of industry veterans with a proven track record of success. You’ll be working with experienced professionals who understand the unique challenges and opportunities facing independent agencies. 

We’ll walk you through every step of the M&A process, ensuring a smooth and transparent experience. You’ll always know what to expect and have the opportunity to ask questions along the way.

Integration Process Timeline

We make the integration process easy so you can continue focusing on what you do best.

Click the arrows to see the full timeline >

Pre-Close (Prior to Day 1)
  • Develop integration strategy and plan 
  • Conduct due diligence 
  • Prepare for Day 1 readiness 
  • Establish integration governance structure 
  • Begin planning for synergies 
Day 1-30
  • Execute Day 1 plan 
  • Communicate with employees, customers, and stakeholders 
  • Begin integration of critical functions 
  • Initiate quick wins and early synergies 
  • Start cultural integration activities 
Day 31-90
  • Continue integration of key functions 
  • Implement major systems and process changes 
  • Accelerate synergy capture 
  • Deepen cultural integration efforts 
  • Refine integration plans based on early learnings 
Day 91-180
  • Complete integration of most functions 
  • Finalize strategy and growth plan 
  • Realize significant portion of synergies 
  • Solidify new organizational culture 
  • Begin transition to business as usual 
Day 181-365
  • Wrap up remaining integration activities 
  • Capture full run-rate synergies 
  • Conduct post-integration review 
  • Transition fully to business as usual 
  • Plan for continuous improvement 
Previous slide
Next slide

Your Trusted Advisers

The Experts Behind Your Success

Executive Leadership Team

Our executive leadership team has over 20 years of experience on average.

Bill Johnson

CEO, Founder, Chairman

Adam Baillie

Chief Operating Officer

Anthony Dippolito

Chief Wellness Officer

Bernadetta Scholz

Chief Financial Officer

Peg O'Brien

Chief Legal Officer

Rob Jadon

Chief Innovation Officer

M&A Team

John Laurie

Chief Partnership Officer

Philip Knight