The Liberty Company Insurance Brokers Adds Industry Veteran Jeff Dann to Its Growing Team
LOS ANGELES, CA. – October 30, 2025 — The Liberty Company Insurance Brokers (Liberty) is proud to welcome Jeff Dann as its newest Partner. With more than three decades of experience in the insurance industry, Dann brings a deep well of expertise and leadership to Liberty, specializing in construction, manufacturing, and hospitality. Over the course […]
The Liberty Company Welcomes Industry Veteran Peter Andreini
LOS ANGELES, CA. – October 24, 2025 — The Liberty Company Insurance Brokers (Liberty) is excited to announce the addition of Peter Andreini as Producer within the firm’s growing Visalia, California office. With a distinguished career spanning nearly five decades in the insurance industry, Andreini brings deep expertise, long-standing client relationships, and a legacy of […]
Employer Focus: Benefit Compliance Newsletter for Employers | Q3 2025
In This Issue 3rd Quarter Benefit News Highlights 1 – TIP: Creditable Coverage Notices Employers are confused about which plan year needs to be addressed in the Medicare Part D creditable coverage notice, especially those employers who are trying to distribute a notice to eligible individuals by October 15 to align with Medicare’s open enrollment […]
Liberty Company Closes $525 Million Credit Facility Led by J.P. Morgan to Accelerate Strategic Growth
LOS ANGELES, CA. – October 16, 2025 – The Liberty Company Insurance Brokers (Liberty), one of America’s fastest-growing privately held insurance brokerages, today announced the successful closing of its debut $525 million first lien credit facility. The transaction includes a new 7-year $425 million Term Loan B and a 5-year $100 million Revolving Credit Facility, […]
The Liberty Company Welcomes High Ground Insurance Services to Its Growing National Platform
GAINESVILLE, FLA. – October 15, 2024 — The Liberty Company Insurance Brokers (Liberty) is proud to announce its recent partnership with High Ground Insurance Services (High Ground) of Torrance, California. Founded in 2007, High Ground is a locally owned regional insurance broker and risk management consultant with national reach. The firm has built a strong […]
Building a Trusted Advisory Team for Mergers and Acquisitions Success
The playbook for selling your company just changed—again. What separates those who merely survive from those who exit with maximum value? The answer may surprise even seasoned founders. In this episode, Anthony Caporrino, U.S. Transaction Advisory Group Co-Leader at Alvarez & Marsal, reveals the behind-the-scenes secrets to smarter M&A, how analytics are rewriting the rules, […]
The Liberty Company Welcomes Blake Shannon, Producer, Liberty Agriculture
GAINESVILLE, FLA. – October 14th, 2025 — The Liberty Company Insurance Brokers (Liberty) is proud to announce the addition of Blake Shannon as Producer, based in the firm’s Visalia, CA office. With more than three decades of experience in the insurance industry, Shannon brings deep expertise and a lifelong connection to agriculture to his new […]
Why Lower Middle Market Companies Need Specialized M&A Legal Expertise
Not every deal needs an army of lawyers and sky-high fees to get across the finish line…So how are today’s owners navigating increasingly complex M&A—and why is buyer behavior making it more challenging than ever? In this episode, Dennis O’Rourke, Partner and Chair of the Corporate, M&A and Securities Practice Group at Moritt Hock & […]
The Liberty Company Welcomes Marlene Rianda as VP, Commercial Lines, Liberty Agriculture
Seasoned agriculture insurance leader brings 30+ years of expertise to Liberty’s expanding agriculture practice GAINESVILLE, FLA. – October 2, 2025 — The Liberty Company Insurance Brokers (Liberty) is pleased to announce the addition of Marlene Rianda, CIC, as Vice President, Commercial Lines, Liberty Agriculture. With more than 30 years of experience in commercial lines, Rianda […]
The Hidden Cost Of Exaggerated Workers’ Comp Claims (and How To Protect Your Bottom Line)
Exaggerated workers’ comp claims can silently erode your business profits—discover how to spot, prevent, and combat them before they damage your bottom line. Unmasking the Reality of Exaggerated Workers’ Comp Claims Exaggerated workers’ comp claims are a hidden menace that can significantly impact a business’s financial health. These claims occur when employees overstate the severity […]