LIBERTY PARTNER

Menlo Park, CA (Rubicon Insurance Services)

405 El Camino Real, #230, 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. 

M&A Insurance Coverages

Latest M&A Insights

M&A Podcast

Master the clean exit! Discover secrets of M&A Masters. You’ll hear inside interviews with M&A advisors, attorneys, investment bankers, private equity players, and the entrepreneurs themselves. If you ever want to sell your business this is a must-listen podcast.

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