Legal Diligence Reports and R&W Insurance
I’m helping a first-time client place Representations and Warranty (R&W) insurance, and it’s taking a bit of hand-holding on this first go-around as we get quotes from insurers and review other elements of the process. We should all keep in mind that the primary thing Underwriters want to see is thorough due diligence. Otherwise, they […]
Liberty Introduces Kirk Aguilera As Managing Partner

GAINESVILLE, FLA. – July 13, 2022 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Kirk Aguilera is joining the firm as managing partner of our Inland Empire office.
Liberty Introduces Paul Taylor as Vice President, Producer

GAINESVILLE, FLA. – July 12, 2022 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Paul Taylor is joining the firm as vice president, producer.
Liberty Named A Top Personal & Commercial Insurance Agency By Chubb

GAINESVILLE, FLA. –July 11, 2022 — Chubb has bestowed its Cornerstone designation on The Liberty Company Insurance Brokers (Liberty).
Liberty Partners With Grove Financial & Associates, Inc.

GAINESVILLE, FLA. – July 8, 2022— The Liberty Company Insurance Brokers (Liberty) is proud to announce its recent partnership with Grove Financial & Associates, Inc. of Mechanicsburg, Pennsylvania.
Alistair McBride | How to win your deal-by building trust

You might think of M&A as a zero-sum game… But that’s where many business owners go wrong. It might surprise you to hear that building trust with the opposing side is the key to securing your clean exit. This episode’s guest, Alistair McBride, coaches business owners in the fine art of negotiating M&A deals. Alistair […]
It’s Never Too Late for TLPE

It’s Never Too Late for TLPEI was at a conference recently talking with an M&A advisor. One of his clients sold his RV park for about $10M a few months prior. But, he was getting nervous that he has money withheld from the purchase price, in escrow, in case of a breach of the purchase […]
Deborah Smith | Trends in Real Estate NOW

On this week’s episode of M&A Masters, we’re sitting down with Deborah Smith to talk about real estate, a first on this show! Deborah is the Co-Founder and CEO of The CenterCap Group. The CenterCap Group, LLC, is a boutique investment bank providing strategic advisory, capital-raising, and consulting-related services to public and private corporations, owners, […]
Patrick Turner | Leveraging Financial and Industry Expertise to Drive Growth

In this week’s episode of M&A Masters, we sit down with Patrick Turner to talk about how his company is transforming good companies into great companies through their partnerships.
A Look Back at 2022 Q1 M&A Activity
As we exit the first quarter of 2022, all the buzz is around the slowdown in M&A activity. It’s true that deal activity in the beginning of 2022 is a drop from Q4 2021, as well as a drop compared with Q3, Q2, and Q1 of 2021 because there was so much pent-up activity as […]
