Ben Brown | Benefits of a Buy & Hold Strategy
When you have an indefinite holding period, you’re buying for the long term… What are the strategies of firms that operate in this way? Ben Brown, founder of Alderman Enterprises, is here to share his perspective on M&A.
Heather Madland | Scaling Founder-Owned Businesses
There’s enormous opportunity in professionalizing and scaling founder-owned businesses. But what does it take to become a leader in this area? In this episode, I’m joined by Heather Madland of Huron Capital for an inside look at the firm.
Bill Johnson Named A 2022 Hall Of Fame Winner By Insurance Business America
GAINESVILLE, FLA. – November 23, 2022 —The Liberty Company Insurance Brokers (Liberty) is proud to share that Bill Johnson, CEO, Chairman & Founder, has been named as an Insurance Business America (IBA) 2022 Hall of Fame winner. IBA invited insurance professionals from across the country to nominate standout industry veterans for its annual Hall of […]
Richard Parker | An Inside Look at Sell-Side M&A
The sell-side of M&A brings unique challenges and opportunities. In this episode, I’m joined by Richard Parker of Roy Street Advisors for an inside look at a sell-side firm.
The Roth 401k: An Option for Higher Earners
When thinking of retirement, most workers (and their employers) probably associate the name “Roth” with the letters “IRA.” After all, the Roth IRA has been around since the 1998 tax year and has been widely embraced by many individuals seeking to maximize their retirement income. However, for high-income professionals and business owners — especially those […]
Rep and Warranty Insurance Is a “Mature” Product
In the world of M&A, Representations and Warranty (R&W) coverage has become a go-to transaction insurance product. Many PE firms, for example, have made it an almost standard part of any deal that is able to be covered. Simply put, R&W is a mature insurance product and despite its growth in popularity, it has not […]
Liberty Named The #1 Fastest Growing Private Company In The San Fernando Valley Region
GAINESVILLE, FLA. – November 8, 2022 —The Liberty Company Insurance Brokers (Liberty) is proud share that it has been named #1 on the San Fernando Valley Business Journal’s list of Fastest Growing Private Companies in the San Fernando Valley region. The Business Journal’s Fastest Growing list represents the diversity of the Valley economy with fast-growers […]
Liberty Introduces Douglas Choi As Vice President, Risk Management & Program Underwriting
GAINESVILLE, FLA. –November 7, 2022—The Liberty Company Insurance Brokers (Liberty) is proud to announce that Douglas Choi has joined the firm as Vice President, Risk Management & Program Underwriting.
The Lowdown on “Naked Tail” D&O Insurance
In insurance parlance, if you insure a particular exposure, you’re covered. If not, you’re bare. If you’re looking for a policy that covers something that’s never been covered before, you’re… naked. That’s the situation many privately held, small and middle market companies find themselves in when they seek to sell their business. The Buyer asks […]
Two Ways TLPE Insurance Might Cover Your Next Deal
Two Ways TLPE Insurance Might Cover Your Next Deal When it comes to acquisitions by PE firms, having Representations and Warranty insurance to cover the deal has become almost S.O.P. – it’s that common. But not every transaction qualifies, such as those under $30M in EV, or deals where the target’s financial records weren’t complete, […]