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M&A Mastery in Architecture and Engineering Unveiled

Discover the art of strategic mergers in architecture and engineering with M&A expert David Kimbrell. In this episode of M&A Masters, join me as we engage with David Kimbrell, a seasoned M&A authority in the architectural and engineering sector. With over four decades of unmatched expertise, David has masterminded the

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What’s in Store for M&A in 2024

It’s been an interesting last few years in the M&A world, to say the least. First, deal-making fell off the cliff during the pandemic. But, in 2021, after we emerged from lockdown, we had a record-breaking year for M&A activity due to pent-up demand and a tremendous amount of dry

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TLPE Insurance Alone Wasn’t Enough to Save This Deal

An M&A deal just closed recently, and because of the unique insurance product I secured for the deal and the modifications necessary to make that fit the transaction, I think it’s worth a closer look. It involves the acquisition of a Florida-based earth moving company that specializes in delivering dirt

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Top 5 Tips for Partnering with Private Client Insurance Advisors

Top 5 Tips for Partnering with Private Client Insurance Advisors 

Living a life of prosperity involves more than just extravagance; it’s about safeguarding your cherished moments with a thoughtful and practical approach. In this comprehensive guide, we’ll explore 5 crucial tips specifically tailored for those seeking to enjoy a high-value lifestyle, emphasizing the significance of partnering with private client insurance

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