Insider Strategies for Consumer Brand Success
Discover the transformative journey of consumer brands into lucrative M&A opportunities… In today’s episode, join us as we welcome Jason Somerville, founding partner of GW Partners. With a unique blend of operational consulting, financial management, strategic planning, and M&A advisory, Jason and his team are known for elevating consumer brands into prime acquisition targets. Dive […]
Liberty Introduces Tim Collins as Vice President, Employee Benefits Producer
GAINESVILLE, FLA. – February 12, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Tim Collins has joined the firm as Vice President, Employee Benefits Producer.
R&W Claims Trends and the Potential Impact on Premiums
Insurance giant AIG is concerned. Although the rate of claims from Representations and Warranty (R&W) insurance, which covers M&A transactions, has been steady since 2012 across the board, for deals of all sizes… they have noted a rising trend with how much they are paying out for smaller claims. In a nutshell, they are paying […]
Liberty Introduces Jules Gootrad as Business Development Specialist, Benefits
GAINESVILLE, FLA. – January 31, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Jules Gootrad has joined the firm as Business Development Specialist, Benefits.
M&A Mastery in Architecture and Engineering Unveiled
Discover the art of strategic mergers in architecture and engineering with M&A expert David Kimbrell. In this episode of M&A Masters, join me as we engage with David Kimbrell, a seasoned M&A authority in the architectural and engineering sector. With over four decades of unmatched expertise, David has masterminded the art of buying, selling, and […]
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 […]