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The Liberty Company Insurance Brokers Welcomes New CFO, Megvarran Lalsa
The Liberty Company Insurance Brokers, one of the fastest growing privately held agencies on the West Coast, announced today that Megvarran Lalsa has joined the firm as Chief Financial Officer.

The First $1 Billion R&W Insurance Policy Issued – and What It Means for the Industry
It’s a landmark moment in the world of M&A. Marsh JLT, the world’s largest insurance brokerage, has announced they successfully placed the first Transactional Liability policy at a $1 Billion Dollar Limit, the largest such policy ever written. As impressive as this may seem, it’s only a matter of time

Colin Campbell | Strategic Buyers vs. PE Firms
After culling through a decades-worth of data on IT services companies, Colin Campbell, Associate Director at Livingstone Partners, sees the potential for a market downturn on the horizon. He shares what trends he sees that point to this potential slowdown, as well as how Buyers and Sellers approach M&A deals

The Key Differences in Mindset Between Buyers and Sellers in M&A
Going into an M&A deal there is always a “courtship” period where the Buyer is wining and dining the target company. If things go well, this leads to a Letter of Intent, which essentially states that the Buyer wants to buy the company, and the Seller agrees. This is where

The Liberty Company Insurance Brokers, Inc. Partners with Florida-based Moody Insurance Group
Los Angeles, August 27, 2019 — The Liberty Company Insurance Brokers, one of the fastest growing privately held agencies on the West Coast, announced today a partnership with Moody Insurance Group of Ft. Lauderdale, Florida. This marks Liberty’s first venture outside of California, laying the groundwork for more national growth

You Can Now Cover Full Transaction Value With R&W Insurance
In recent years, as more insurers have entered the Representations and Warranty insurance market (according to a study from Harvard Law School, there are now more than 20 insurance companies writing these policies), there have been more opportunities for ever smaller M&A transactions to secure coverage, with deals as low

ERPs
The Software You Need to Scale Up Your Business As a company is scaling up, especially a startup, it wants to stay nimble and always moving forward to maintain momentum. At the same time, the systems they used in their startup phase – like QuickBooks – just might not be

Jacob Whitish | Getting a Piece of the U.S. Pie
Acquisition can be the ideal way to experience fast growth as a company. But there’s no need to stay within your home country when looking at potential target companies. Jacob Whitish is the San Francisco-based vice consul for financial services for the U.K.’s Department for International Trade. And he doesn’t