Jamar Freeman | Build a Market-Leading Company

What does it take to be an M&A Master for the IT and cybersecurity industries?  Jamar Freeman of Moonshot Equity Partners is here to share his firm’s holistic approach to acquiring and building market-leading companies.    

Jeffrey Brooker | An Inside Look at the Independent Sponsor Conference 

If you’re an independent sponsor or a capital provider, you won’t want to miss the upcoming Independent Sponsor Conference…    Featuring one-on-one networking meetings with people hand-selected to match you…    This is an unbeatable opportunity to connect with someone and lay the groundwork for deals…  In this episode, Jeffrey Brooker, an organizer of the conference, is […]

Think of Insurance as a War Chest

You know about the drama with Elon Musk and Twitter. Lawsuits are flying back and forth, with both sides alleging breach of contract after Musk declined to buy the social media giant. For super-billionaires like Musk and multi-billion-dollar companies like Twitter, they have the millions needed for such drama. Money is no object. But most […]

The Next Evolution in Representations and Warranty Insurance

An exciting innovation is coming to Representations and Warranty insurance world, and if you’re a Buyer or Seller in the lower middle market, you need to know about it. This new product is especially useful to serial acquirers. In short: insurtech is coming to M&A… sort of.

Liberty Partners With Lennon Insurance Agency

Liberty Partners With Lennon Insurance Agency

GAINESVILLE, FLA. –September 1,2022—The Liberty Company Insurance Brokers (Liberty) is proud to announce its recent partnership with Lennon Insurance Agency (Lennon Insurance) of Wakefield, Rhode Island. As the firm continues to grow, this will be Liberty’s first partnership in the state ofRhode Island.

M&A Trends for the Rest of 2022 and into 2023

Inflation, a rise in interest rates, and global unrest and uncertainty represent some serious headwinds for the economy right now. But the consensus, from my sources in the M&A world is that dealmaking for the lower middle market has not faltered and will not falter going into the next year. Granted there has been a […]

Chris Parisi | Why M&A Isn’t About the Numbers

M&A is never just about chasing numbers…. It’s about the people who trust you with their business… A business that represents generations of hard work—and a family’s legacy. My guest Chris Parisi knows this well. At Carl Marks Advisors, which has been around since 1925, Chris secures clean exits for lower middle market business owners. […]