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 […]

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.