The Liberty Company Insurance Brokers Welcomes New Partner Rob Bobyack!

Fort Lauderdale, February 1, 2020 — The Liberty Company Insurance Brokers announced today that Rob Bobyack has joined the firm as a new Partner at its Moody Insurance Group office.
The Liberty Company Named Top 5 Finalists For 2020 US Insurance Broker Team of the Year Award!

Los Angeles, January 27, 2020 — We are very proud to announce that The Liberty Company has just been named one of the 5 finalists for the Business Insurance 2020 US Insurance Broker Team of the Year Award.
This Could Change Everything in M&A

There is a potential game changer in the M&A world, especially for Strategic Acquirers, and Representations and Warranty (R&W) insurance is an integral part. And with this coverage available for transaction sizes of $20M (or even lower) the impact will be widespread. Tech powerhouse Atlassian, which offers software solutions for workplace collaboration, coding, and more, […]
Pejman Makhfi | Easier Acquisitions for Mid-Market Companies

There comes a stage in every company’s life where organic growth is no longer enough. A strategic acquisition is the only way forward. But for middle-market companies, this is a tricky proposition. The management team is running the business… they don’t have time to research potential targets, negotiate price and terms, and all the rest […]
The Liberty Company Insurance Brokers Welcomes Kimaili Davis to the Team!

Los Angeles, January 1, 2020 — The Liberty Company Insurance Brokers announced today that Kimaili Davis has joined The Liberty Company as their new Claims Manager.
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 […]
Case Study: Small Software Company Funded by PE Firm and R&W Insurance Got the Deal Done

Steven Epstein, founder of RedCAT Systems, and his partners and management team had slowly but surely built their company in a highly specialized niche serving top clients, including those in the Fortune 500. They were ready to sell to take the company to the next level. But this small, Colorado-based software company involved in HR […]
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 […]
