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.
The Role of an Independent Sponsor
In this episode, we’re taking a look at a unique independent sponsor’s M&A strategies. My guest Bakari Akil is the founder of Graves Hall Capital, which seeks to buy and run businesses where owners and founders are seeking an exit. Bakari will share his M&A journey and advice for enticing a seller to do business […]
The Liberty Company Strengthens Industry Presence with Latest Acquisition
GAINESVILLE, FLA. – October 11, 2023— The Liberty Company Insurance Brokers (Liberty), one of America’s fastest-growing privately held insurance brokerages, is pleased to announce the acquisition of Farley-Peeples Insurance under the umbrella of Liberty Buren Insurance Services based in Ashland, Ohio. Farley-Peeples has been a cornerstone of the insurance industry since 1939, serving the Mansfield, […]
How to Take Full Advantage of the Surge in Lower Middle Market Deal-Making
Overall, there has been a slowdown in M&A activity in the past couple of years, post-pandemic. After an all-time high of 42,436 transactions in 2021, valued at more than $5.6T… deal-making tumbled to 41,808 transactions valued at $4.5T in 2022. And so far, with Q2 numbers just in, it looks like 2023 is following this […]
Looking Back to Look Forward at the State of M&A Deal-Making
As summer ends, it’s a good time to take stock and review M&A activity so far in 2023 and what is on the horizon for the rest of the year… and beyond. Some industry reports indicate that due to interest rates and the still-ongoing repercussions from the failure of Silicon Valley Bank there is a […]
Unparalleled Professional Liability Insurance for Dentists, Provided by Liberty
In the realm of dentistry, skill and precision are paramount. Every dental professional strives to provide the best care possible to their patients. However, even with the utmost dedication, mistakes can occur. This is where professional liability insurance steps in as a crucial safeguard for dentists. The Liberty Company Insurance Brokers’ (Liberty’s) unparalleled expertise in […]
Introducing Liberty’s National Human Capital Management Practice
Clint helps partners and producers close business, cross-sell and retain clients, and he does this by facilitating strategic planning and leadership development.
How AI Will Take Over M&A Due Diligence
AI is on everybody’s mind these days… the topic du jour. You’ve no doubt seen how this technology will revolutionize how people live, work, communicate… Really there is no area where AI will not touch – if it doesn’t already. That extends to the world of M&A, specifically the due diligence process. Basically, the number […]