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Middle Market Privately Held Firms Fearful of M&A

Every business must have some plan for growth. That’s obvious. But how they achieve that growth is another story. There are basically two methods: Organic growth A merger or acquisition Companies usually use a blend of both. But those that try to rely solely on organic growth, which takes a significant amount of time, even […]

How R&W Insurance Makes M&A Deals Smoother, Easier, and Faster

You know what it’s like when you drive to a new place – say you’ve just changed jobs and you’re heading to the office. Have you ever noticed how the very first time, the trip seems longer somehow? Of course, you’re using GPS for directions, so you don’t get lost and make yourself late. But… […]

We’re Not Going Into a Recession – Here’s Why

As the song goes… it’s the most wonderful time of the year. The holidays are upon us. Aside from time with family and friends, my favorite part of the season is the Wall Street Journal’s Economic Forecasting Survey, specifically – the Recession Expectations forecast question: “When do you expect the next recession to start?”, which […]

Rob Joyce | Financial Buyer Talks R&W Insurance

This is Part 2 in a two-part series about a recent M&A deal in which PE firm Broadtree Partners purchased SAAS company, RedCAT Systems, which provides specialized HR services for major corporations like Uber, NYSE, and LinkedIn.  This time we’ll be covering the Buyer’s side of the transaction with Rob Joyce from Broadtree. (Be sure […]

Case Study: Rep and Warranty Insurance Helps Smooth M&A Deal in the Tech Sector

When lower middle market PE fund Broadtree Partners expressed an interest in acquiring the small HR software solutions provider RedCAT Systems (which works with Uber, LinkedIn, and NYSE, among many other major firms), it looked like everything was going smoothly. RedCAT’s management team and founders felt that Broadtree’s post-closing plans for the company meshed well […]

When you have the Insurance Equivalent of a “Perfect Storm”, Rates Ultimately Go Up!

Some Possible Causes for Rate Increases

Across the world, climate change is wreaking havoc on the environment. In the United States, scientists, citizens, and the government all feel the negative impact global warming has on the environment, such as an increase in natural disasters. For insurers, claims have been quite high because of the stronger hurricanes on the east coast, increased wildfires on the west coast, and wind and hailstorms in the Midwest.

Steven Epstein | An In-Depth M&A Case Study

The first of a two-part series of a real-world M&A transaction. First up, I’m talking to Steven Epstein, the founder of RedCAT systems, a Colorado-based SAAS company involved in HR and compensation solutions for clients like LinkedIn, Uber, NYSE, and many more. They were recently funded by PE firm Broadtree Partners.  Specifically, we’ll be looking […]