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Pejman Makhfi | Easier Acquisitions for Mid-Market Companies
There comes a stage in every company’s life where organic growth is no longer enough. A strategic acquisition is the only way forward. But for middle-market companies, this is a tricky proposition. The management team is running the business… they don’t have time to research potential targets, negotiate price and
The Liberty Company Insurance Brokers Welcomes Kimaili Davis to the Team!
Los Angeles, January 1, 2020 — The Liberty Company Insurance Brokers announced today that Kimaili Davis has joined The Liberty Company as their new Claims Manager.
Middle Market Privately Held Firms Fearful of M&A
Every business must have some plan for growth. That’s obvious. But how they achieve that growth is another story. There are basically two methods: Organic growth A merger or acquisition Companies usually use a blend of both. But those that try to rely solely on organic growth, which takes a
How R&W Insurance Makes M&A Deals Smoother, Easier, and Faster
You know what it’s like when you drive to a new place – say you’ve just changed jobs and you’re heading to the office. Have you ever noticed how the very first time, the trip seems longer somehow? Of course, you’re using GPS for directions, so you don’t get lost
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