What’s in Store for M&A in 2024
It’s been an interesting last few years in the M&A world, to say the least. First, deal-making fell off the cliff during the pandemic. But, in 2021, after we emerged from lockdown, we had a record-breaking year for M&A activity due to pent-up demand and a tremendous amount of dry powder in the hands of […]
TLPE Insurance Alone Wasn’t Enough to Save This Deal
An M&A deal just closed recently, and because of the unique insurance product I secured for the deal and the modifications necessary to make that fit the transaction, I think it’s worth a closer look. It involves the acquisition of a Florida-based earth moving company that specializes in delivering dirt and preparing sites for construction. […]
Liberty Introduces Rick Donatini as Vice President, Employee Benefits
GAINESVILLE, FLA. – January 17, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Rick Donatini has joined the firm as Vice President, Employee Benefits. With a robust career spanning back to 1990, Donatini is a seasoned benefits professional with a wealth of experience. Throughout his tenure in the benefits industry, he […]
The Liberty Company Secures #10 Ranking on L.A. Business Journal’s Top 100 Fastest Growing Private Companies 2023
GAINESVILLE, FLA. – December 12, 2023 — The Liberty Company Insurance Brokers (Liberty) proudly announces its prestigious ranking as the #10 Fastest Growing Private Company on the Los Angeles Business Journal’s distinguished list of the Top 100. This remarkable achievement marks Liberty’s fifth consecutive year of inclusion on this exclusive annual roster. In its 27th […]
Episode 132: Inside EdgePoint Capital
In this episode, my guest is Tom Zucker, President and Founder of EdgePoint Capital. Cleveland based, EdgePoint Capital’s advisors bring up-market executive transaction knowledge and real-world M&A and business leadership experience, enabling them to guide owners and founders through transactions and attract qualified buyers. Tom will share his M&A insight, including: The importance of timing […]
The Liberty Company Announces New Partnership with Independent Corporate Underwriters
GAINESVILLE, FLA. – November 24, 2022— The Liberty Company Insurance Brokers (Liberty) is proud to announce its recent partnership with Independent Corporate Underwriters (ICU) under the umbrella of Liberty Allstates Bonding of Lansdale, Pennsylvania. Founded in 1994 and currently led by Chuck McCabe, ICU has solidified its position as a premier outsourced surety bond underwriting […]
The Liberty Company Announces Adam Baillie as Chief Operating Officer, Reinforcing Commitment to Operational Excellence and Growth
GAINESVILLE, FLA. – November 17, 2023 — The Liberty Company Insurance Brokers (Liberty), one of America’s fastest-growing privately held insurance brokerages, today announced the promotion of Adam Baillie to Chief Operating Officer (COO). Baillie, who previously served as Chief Strategy Officer (CSO), has played a critical role in Liberty’s expansion and success over the past […]
Episode 131: Insights from an M&A Attorney (Special Guest: Addison Adams)
Show Notes What insights does a top M&A attorney have to share about buying and selling businesses? Spending nearly three decades in California’s dynamic business environment, my guest, attorney Addison Adams, has become known as California’s go-to voice on mergers and acquisitions. In this episode, he’ll share his M&A expertise, including: M&A in California Non-Compete […]
The Liberty Company Continues Expansion with Massabni Acquisition
Veteran-Owned Agency Joins Liberty to Deliver Excellence Across Multiple States GAINESVILLE, FLA. – November 7, 2023— The Liberty Company Insurance Brokers (Liberty), one of America’s fastest-growing privately held insurance brokerages, continues its growth trajectory by announcing the successful acquisition of Massabni Insurance & Financial, under its partnership with Liberty Boudreau Insurance Services of Owings, Maryland. Massabni […]
Liberty Company Named to Inc.’s 2023 Power Partner Awards List
GAINESVILLE, FLA. – October 24, 2023 —The Liberty Company Insurance Brokers (Liberty) is excited to share that it has been named as an honoree on Inc.’s 2023 Power Partner Awards list for the second year in a row.