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, […]
Liberty Named To Inc.’s Inaugural Power Partner Awards List
GAINESVILLE, FLA. – November 1, 2022 —The Liberty Company Insurance Brokers (Liberty) is proud share that it has been named to Inc.’s inaugural Power Partner Awards list, honoring B2B organizations across the globe that have proven track records supporting entrepreneurs and helping startups grow. The list recognizes 252 firms in insurance, marketing and advertising, health and human resources, financial planning, engineering, logistics, and security, as well as other areas of business.
Justin Smith | Scaling Family Businesses
Why do M&A Masters love the lower middle market? You get the opportunity to aggressively scale family businesses… In this episode, I’m joined by Justin Smith of LongWater Opportunities, a private equity firm based in the Midwest. Justin’s firm has firsthand experience growing family businesses, and he’s here to share his expertise.
Case Studies: TLPE and Multiple Sellers
In this series on the protection offered by Transaction Liability Private Enterprise (TLPE) insurance to small- and medium-sized business owners who are selling their companies, I’ve written about how it is especially useful in M&A transactions involving tech companies, as well as so-called “indifferent buyers.”