Why an Exit Strategy is Crucial
Helping small business owners realize their life’s work is one of the great joys of M&A… But what does it take to have generational impact on owners and founders? Jeff May is the executive vice president of Carolina Acquisitions Partners, which was formed to fulfill a need in the underserved market segment of business owners […]
Achieving a Maximum Exit
If you’re selling, you want to be where your buyers are. But what does it take to thrive in a massive tech industry marketplace? In this episode, entrepreneur, author, and franchise owner Nate Lind gives an inside look at WebsiteClosers.com, which provides sell-side advisory and transactional services for tech companies in the lower middle market. […]
Liberty Named a 2023 Fast Brokerages Award Winner by Insurance Business America
GAINESVILLE, FLA. – April 19, 2023 —The Liberty Company Insurance Brokers (Liberty) is proud to share that it has been named a 2023 Fast Brokerages Award Winner by Insurance Business America (IBA). IBA invited submissions for its Fast Brokerages awards in December 2022 as the publication sought to recognize brokerages across the country that excel […]
Joseph Durnford | The Key to M&A Success
What is the key to a successful M&A transaction? In this episode, Joseph Durnford, who was recently inducted into the M&A Advisor Hall of Fame, will give his insight on that question. As chairman and senior managing director of JD Merit, Joseph has seen market-transformational transactions. He’s here to share his wisdom on all things […]
Bob Goldsmith | Making Ambitions Reality
M&A is about helping clients make their ambitions a reality… That’s what Bob Goldsmith, Founder and President of Northern Edge Advisors, believes. In this episode, Bob will unpack what Northern Edge Advisors brings to the table for the lower middle market. He’ll also share: The importance of using a wide pool of buyers What it […]
Jonathan Saltzman | What is M&A like as an independent sponsor?
In this episode, I speak to Jonathan Saltzman, managing partner of Torque Capital Group, an independent sponsor that focuses on companies undergoing change or at inflection points where there are opportunities to create value. Jonathan will share his insight on M&A for lower-middle-market automotive and manufacturing businesses. He’ll cover: Why Torque Capital became an independent […]
How to Insure Specialty Landscaping Equipment
Specialty landscaping equipment can be a significant investment for any landscaping business—often your largest investment. From lawn mowers to excavators, these machines are essential for maintaining beautiful landscapes and completing projects efficiently. However, like any piece of equipment, specialty landscaping gear can be vulnerable to theft, damage, and much more. That’s why it’s essential to […]
Assuring Safety Amongst Your Landscaping Team
Landscaping is a physically demanding job that requires your team to work with sharp tools, heavy machinery, and potentially hazardous chemicals. As a result, it’s essential to prioritize safety to protect your team and your business. But, what can you when assuring safety amongst your landscaping team is your first priority?
Always on the Road: How Landscapers Can Save on Commercial Auto Insurance
Landscapers spend a significant amount of time on the road traveling between job sites, which increases their risk of accidents and other vehicle-related incidents. As a result, commercial auto insurance is an essential coverage for landscapers. However, with the rising cost of insurance premiums, it’s essential to find ways to save money on commercial auto […]
Notable M&A Trends to Watch Out for in 2023
When the world’s largest transactional insurance broker talks… you listen. I’m talking about Marsh McLennan, a Fortune 500 firm with a global reach that wrote more than 1,000 Representation and Warranty (R&W) insurance policies in 2022. Their Transactional Risk Insurance 2022: Year in Review report is an excellent resource for anyone involved in M&A, as […]