Discover Unity Partners’ Recipe for Long-Term Success

Are you ready to dive into the strategies behind building thriving businesses and impactful partnerships? Discover how partnering with the right leaders can transform companies and markets. In this episode, John Block, co-founder and CEO of Unity Partners, takes us through his fascinating journey from childhood aspirations to leading a game-changing firm that builds better […]
How to Drive Long-Term Success in Mergers and Acquisitions

Are you ready to transform the way you think about mergers and acquisitions? Discover the secrets to a clean exit and the revolutionary approach of conscious capitalism in this enlightening episode of M&A Masters. Join host Patrick Stroth, an expert in executive and transactional liability, as he welcomes Sunny Vanderbeck, co-founder and managing partner of […]
The Liberty Company Welcomes Katie Pope as Vice President, Executive Lines

GAINESVILLE, FLA. –May 24, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce the appointment of Katie Pope, Esq. as Vice President, Executive Lines. With a distinguished career in insurance, Pope brings a wealth of expertise, particularly in cyber coverage, to her new role. Her journey in the insurance industry began at Lockton, […]
4 Reasons Why Buyers Should Insist on This for Every Target Under $20M EV
There is a relatively new but very effective insurance product perfect for lower middle market deals. Transaction Liability Private Enterprise (TLPE) is a Sell-side Representations and Warranty (R&W) insurance offered by CFC Underwriting. With these policies, the Seller is the Named Insured. The policy is triggered when the Seller receives notice from the Buyer that […]
The Liberty Company Partners with Ayres Brackfield Insurance

GAINESVILLE, FLA. – May 15, 2024— The Liberty Company Insurance Brokers (Liberty), one of America’s fastest-growing privately held insurance brokerages, continues its growth trajectory by announcing its recent partnership with Ayres Brackfield Insurance (ABI) of Knoxville, Tennessee. Since 1992, ABI has exemplified dedication to providing tailored insurance solutions for families and businesses alike. With a […]
The Liberty Company Honored as a Three-Time Consecutive Recipient of Insurance Business America’s Fast Brokerages Award

GAINESVILLE, FLA. – May 6, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to share that it has been named a 2024 Fast Brokerages Award Winner by Insurance Business America (IBA) for the third consecutive year. This prestigious accolade underscores Liberty’s exceptional growth trajectory and steadfast commitment to excellence in the insurance brokerage industry. […]
Unveiling the Secrets to Successful Business Exits

In this episode, I sit down with Brett Story, the founder of Britehorn Partners, a leading middle-market investment bank. They delve into Brett’s transition from corporate law to M&A, the founding and rebranding of Britehorn Partners, and why staying focused on the middle market can be more rewarding than chasing larger deals. Brett also shares […]
Planning an Exit Strategy

In this episode of M&A Masters, we’re joined by Trever Acers, Managing Director of Objective, Investment Banking & Valuation. With over 20 years in the transactions field, Trever brings a wealth of experience and a unique approach to mergers and acquisitions. Objective, Investment Banking & Valuation focuses on the lower middle market, aiming to serve […]
The Liberty Company Appoints Industry Powerhouse and Proven Growth Leader, Bill Allen, as President, Middle Market P&C: A Strategic Move to Champion Middle Market Growth

GAINESVILLE, FLA. – April 25, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce the appointment of insurance industry veteran Bill Allen as President, Middle Market P&C. Allen’s extensive experience and proven ability to drive growth make him a strategic asset poised to fuel Liberty’s continued success. With a career spanning over three […]
Must-Have Insurance for the Lower Middle Market – and When It Should Join the Deal Conversation
Transaction Liability Private Enterprise (TLPE) has opened the door for thousands of lower middle market (LMM) deals priced from $1M to $30M to access the same risk transfer tool that 95%+ PE-driven M&A transactions currently enjoy, and at a fraction of the cost. Just as Buy-Side Representations and Warranty (R&W) took a few years to […]
