Rep and Warranty Insurance Is a “Mature” Product
In the world of M&A, Representations and Warranty (R&W) coverage has become a go-to transaction insurance product. Many PE firms, for example, have made it an almost standard part of any deal that is able to be covered. Simply put, R&W is a mature insurance product and despite its growth in popularity, it has not […]
Liberty Introduces Douglas Choi As Vice President, Risk Management & Program Underwriting
GAINESVILLE, FLA. –November 7, 2022—The Liberty Company Insurance Brokers (Liberty) is proud to announce that Douglas Choi has joined the firm as Vice President, Risk Management & Program Underwriting.
The Lowdown on “Naked Tail” D&O Insurance
In insurance parlance, if you insure a particular exposure, you’re covered. If not, you’re bare. If you’re looking for a policy that covers something that’s never been covered before, you’re… naked. That’s the situation many privately held, small and middle market companies find themselves in when they seek to sell their business. The Buyer asks […]
Two Ways TLPE Insurance Might Cover Your Next Deal
Two Ways TLPE Insurance Might Cover Your Next Deal When it comes to acquisitions by PE firms, having Representations and Warranty insurance to cover the deal has become almost S.O.P. – it’s that common. But not every transaction qualifies, such as those under $30M in EV, or deals where the target’s financial records weren’t complete, […]
Justin Smith | Scaling Family Businesses
Why do M&A Masters love the lower middle market? You get the opportunity to aggressively scale family businesses… In this episode, I’m joined by Justin Smith of LongWater Opportunities, a private equity firm based in the Midwest. Justin’s firm has firsthand experience growing family businesses, and he’s here to share his expertise.
Case Studies: TLPE and Multiple Sellers
In this series on the protection offered by Transaction Liability Private Enterprise (TLPE) insurance to small- and medium-sized business owners who are selling their companies, I’ve written about how it is especially useful in M&A transactions involving tech companies, as well as so-called “indifferent buyers.”
Case Studies: TLPE and Indifferent Buyers
You’re a small to medium-sized business about to be acquired by a much larger Strategic Buyer. You want some measure of protection during the transaction, and you’d prefer not to let a large portion of the sale proceeds sit in escrow for years in case some or all of it could potentially be clawed back […]
Case Studies: TLPE Insurance and Tech Companies
There is a new R&W product taking the lower middle market M&A world by storm: Transaction Liability Private Enterprise (TLPE). TLPE insurance is designed to fit a blind spot in deals that Buy-Side R&W policies won’t cover, specifically deals ranging from $1M to now $30M in enterprise value. Historically, these deals have been ineligible for […]
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 […]