Planning an Exit Strategy
In this episode of M&A Masters, we’re joined by Trever Acers, Managing Director of Objective, Investment Banking & Valuation. With over 20 years in the transactions field, Trever brings a wealth of experience and a unique approach to mergers and acquisitions. Objective, Investment Banking & Valuation focuses on the lower middle market, aiming to serve […]
The Liberty Company Appoints Industry Powerhouse and Proven Growth Leader, Bill Allen, as President, Middle Market P&C: A Strategic Move to Champion Middle Market Growth
GAINESVILLE, FLA. – April 25, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce the appointment of insurance industry veteran Bill Allen as President, Middle Market P&C. Allen’s extensive experience and proven ability to drive growth make him a strategic asset poised to fuel Liberty’s continued success. With a career spanning over three […]
Must-Have Insurance for the Lower Middle Market – and When It Should Join the Deal Conversation
Transaction Liability Private Enterprise (TLPE) has opened the door for thousands of lower middle market (LMM) deals priced from $1M to $30M to access the same risk transfer tool that 95%+ PE-driven M&A transactions currently enjoy, and at a fraction of the cost. Just as Buy-Side Representations and Warranty (R&W) took a few years to […]
Liberty Introduces Jeff Schmidt as Vice President, Commercial Lines
GAINESVILLE, FLA. – April 22, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Jeff Schmidt has joined the firm as Vice President, Commercial Lines. With a distinguished career spanning over three decades in the insurance industry, Schmidt brings extensive expertise and a remarkable history of accomplishments to Liberty. Schmidt’s journey in […]
Liberty Introduces Michael Naranjo as Senior Vice President, Producer
GAINESVILLE, FLA. – April 18, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Michael Naranjo has joined the firm as Senior Vice President, Producer. Naranjo’s journey into the insurance industry was a natural evolution rooted in his family’s longstanding legacy within the sector. Despite initially exploring alternative paths post-college, Naranjo gravitated […]
Liberty Introduces Neal Rubin as Senior Vice President, Benefits
GAINESVILLE, FLA. – April 17, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Neal Rubin has joined the firm as Senior Vice President, Benefits. With over four decades of dedicated service in Southern California’s employee benefits sector, Rubin emerges as a seasoned leader ready to make a significant impact within Liberty. […]
sbLiftOff: Elevating Businesses to New Heights in the M&A World
In this episode of M&A Masters, I had the pleasure of speaking with Sharon Heaton, founder of sbLiftOff. SbLiftOff specializes in providing advisory services to founder-led businesses and government contracting organizations across the United States, focusing on mergers and acquisitions (M&A) and more. Sharon, also the author of the Forbes bestseller LIFT OFF: 12 Things […]
Silver Wave Strategies: Liberty’s Prescription for Navigating Healthcare Challenges in the Aging Workforce
As the clock ticks towards 2030, the senior care industry stands on the brink of a transformative era. With the surge in the senior population set to reshape care demands, healthcare businesses, including home healthcare facilities, assisted living, and skilled nursing homes, are facing unprecedented challenges. But within these challenges lie opportunities—opportunities to innovate, adapt, […]
Liberty Introduces Andrew Bernau as Senior Vice President, Commercial Lines Producer
GAINESVILLE, FLA. – April 3, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Andrew Bernau has joined the firm as Senior Vice President, Commercial Lines Producer. With nearly two decades of comprehensive experience in the insurance industry, Bernau brings a wealth of knowledge and a proven track record of success to […]
Beyond the $450 Million Settlement: What Real Estate Professionals Need to Know
The real estate industry continues its rapid evolution, and the intersection of technology and legal challenges has created a tumultuous landscape for agents and brokers. On March 14, 2024, a significant milestone occurred when the National Association of Realtors (NAR) settled a landmark lawsuit for over $450 million. Additionally, the NAR agreed to change commission […]