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. […]

Liberty Partners With Owens Insurance Agency

GAINESVILLE, FLA. – August 23, 2022— The Liberty Company Insurance Brokers (Liberty) is proud to announce its recent partnership with Owens Insurance Agency (Owens Insurance) of Morehead, Kentucky – Liberty’s first partnership in the state of Kentucky.

TLPE Insurance and Non-Disclosure Policies

Transaction Liability Private Enterprise insurance (TLPE) is taking the lower middle market M&A world by storm.  Unlike traditional R&W insurance, TLPE is a Sell-Side policy where the Seller, rather than the Buyer, is the policyholder. The policy is triggered when the Buyer makes a claim against the Seller. Instead of going after the Seller directly, […]

Sean Frank | An Expert Investor on Cloud-Based Infrastructure

Cloud-based infrastructure is one of the most rapidly expanding industries today… And this episode’s guest, Sean Frank, is an expert on it. As the founder of Cloud Equity Group, Sean invests in lower middle market companies in the web hosting and cloud-based infrastructure sectors.