Menlo Park, CA (Rubicon Insurance Services)

 101 Jefferson Dr, Menlo Park

CA 94025

(415) 806-2356

About Rubicon Insurance Services

As founder of Rubicon M&A Insurance Services, Patrick’s practice involves harnessing niche insurance tools to empower Sellers of Lower Middle Market companies to secure a clean exit from their M&A transactions faster, and with significantly more cash at closing. This keen focus in the M&A space has earned Patrick the title “Champion of the Clean Exit”. Patrick has spent all 29 years of his career in the Insurance Brokerage community.

In 2021, Patrick brought his M&A practice to Liberty Company Insurance Brokers, a national platform of highly respected professionals to deliver the broadest array of coverage solutions to the Lower Middle Market. Patrick is a prolific producer of M&A insurance content and is the host of “M&A Masters Podcast” where he speaks with the leading experts in mergers and acquisitions. 



Medical Billing & Regulatory

Industry Specializations

Rubicon Insurance Services is equipped with additional expertise and services to support the following industries:

Technology Professional Liability

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The general turnaround time for COI requests is 48 hours. All requests for Certificates of Insurance must be approved by our Insured for processing. Please be advised, this could cause a delay in your request.

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