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We’re Not Going Into a Recession – Here’s Why
As the song goes… it’s the most wonderful time of the year. The holidays are upon us. Aside from time with family and friends, my favorite part of the season is the Wall Street Journal’s Economic Forecasting Survey, specifically – the Recession Expectations forecast question: “When do you expect the
Case Study: Small Software Company Funded by PE Firm and R&W Insurance Got the Deal Done
Steven Epstein, founder of RedCAT Systems, and his partners and management team had slowly but surely built their company in a highly specialized niche serving top clients, including those in the Fortune 500. They were ready to sell to take the company to the next level. But this small, Colorado-based
Rob Joyce | Financial Buyer Talks R&W Insurance
This is Part 2 in a two-part series about a recent M&A deal in which PE firm Broadtree Partners purchased SAAS company, RedCAT Systems, which provides specialized HR services for major corporations like Uber, NYSE, and LinkedIn. This time we’ll be covering the Buyer’s side of the transaction with Rob
Case Study: Rep and Warranty Insurance Helps Smooth M&A Deal in the Tech Sector
When lower middle market PE fund Broadtree Partners expressed an interest in acquiring the small HR software solutions provider RedCAT Systems (which works with Uber, LinkedIn, and NYSE, among many other major firms), it looked like everything was going smoothly. RedCAT’s management team and founders felt that Broadtree’s post-closing plans
When you have the Insurance Equivalent of a “Perfect Storm”, Rates Ultimately Go Up!
Across the world, climate change is wreaking havoc on the environment. In the United States, scientists, citizens, and the government all feel the negative impact global warming has on the environment, such as an increase in natural disasters. For insurers, claims have been quite high because of the stronger hurricanes
Steven Epstein | An In-Depth M&A Case Study
The first of a two-part series of a real-world M&A transaction. First up, I’m talking to Steven Epstein, the founder of RedCAT systems, a Colorado-based SAAS company involved in HR and compensation solutions for clients like LinkedIn, Uber, NYSE, and many more. They were recently funded by PE firm Broadtree
The Liberty Company Insurance Brokers Welcomes Resurgens Risk Management
Los Angeles, October 28th, 2019 — The Liberty Company Insurance Brokers announced today a new affiliate relationship with Resurgens Risk Management (RRM) of Atlanta, Georgia.
The “Marriage Proposal” of M&A
The Letter of Intent (LOI) – sometimes called a term sheet – is a vital first step in many M&A transactions. With an LOI, Buyers show that they’re serious about acquiring a business. And it allows the Buyer and Seller to have conversations to discover whether the vision each has