Kelcey Lehrich | Succeeding in E-Commerce
How can M&A firms succeed in the e-commerce niche? Kelcey Lehrich, co-founder and CEO of 365 Holdings, is here to share how he provides e-commerce brands with a permanent home when entrepreneurs are seeking an exit.Kelcey also breaks down what makes consumer products thrive in the marketplace—and why you should treat e-commerce as a channel, […]
Ken Heuer | How Core Principles Guide Your Thinking
In M&A, having a set of core principles to guide your thinking is essential… Ken Heuer of Kidd & Company is here to share the firm’s 3 core principles and how they make business decisions simple. We also discuss ● What Kidd & Company brings to the table for the lower middle market ● The […]
A Close Look at Deal Drivers for 2023
When looking ahead at 2023, it’s clear there are economic headwinds out there impacting deal-making, including inflation and the threat of recession. Big tech companies are entering a period of austerity, with giants like Google and Microsoft laying off tens of thousands of employees recently. They over-hired during the pandemic, and they are now having […]
Liberty Introduces Chris Camero As Vice President, Benefits Consultant
GAINESVILLE, FLA. – January 25, 2022 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Chris Camero has joined the firm as Vice President, Benefits Consultant. Bringing more than 30 years of benefits and insurance experience to Liberty, Camero excels at guiding employers in the design, funding, administration and communication of employee benefit […]
Alan Clark | Why This Major 2023 Prediction is Wrong
When your small business owner client is in a room full of MBAs, they can feel out of their depths… So how do you keep your client’s emotions in check during a high-stakes sale? Alan Clark is here to share his perspective as a sell-side advisor helping clients exit their businesses.Alan also reveals why he […]
Co-Op Fire Safety: 5 Tips
Living in a co-op can be a rewarding and affordable experience, but you still need to make sure that you are mindful of fire hazards. Many residents live the majority of their lives in the co-op, and you want to maintain the building and your unit to the highest standards so that everyone is safe. […]
Top Tips for Managing Windows and Doors in a Co-Op
Co-ops are a great way to get into real estate with limited funds, but they can also be a challenge to maintain. That’s because they’re yours, but they’re also part of a much larger community with a maintenance team. What’s yours to fix and what’s not? The good news is that you can do many […]
Whole vs Term Life Insurance: What’s the Difference?
While whole life insurance is considered the more valuable and of the two, it offers more than a lifetime of protection for a single premium. Term life insurance, however, simply has the insurance company will pay a large sum of money to the beneficiary—if the insured dies. Whole life insurance can be a good option […]
Breaking Down Your Transactional Liability Insurance Options: No Insurance, Traditional Buy-Side, and New Sell-Side
When looking at options to cover a M&A transaction in the past, we’ve always said that you could either use traditional Representations and Warranty (R&W) insurance or… nothing. Nothing would often be the case for deal sizes under $20M, where R&W coverage simply does not extend these days except in very special cases. Now, we […]
TLPE Case Study: Buyer Uses TLPE to Win Auction on Desirable $13M Tech Company
For many years, it was standard practice for Sellers in M&A deals with leverage to insist that Buyers forgo escrows as part of the terms of their deal and instead use Representations and Warranty (R&W) insurance. However, there is a catch … This process works only if the target’s pricing is above the Buy-Side R&W […]