Employer Focus: Benefit Compliance Newsletter for Employers | Q3 2025
In This Issue 3rd Quarter Benefit News Highlights 1 – TIP: Creditable Coverage Notices Employers are confused about which plan year needs to be addressed in the Medicare Part D creditable coverage notice, especially those employers who are trying to distribute a notice to eligible individuals by October 15 to align with Medicare’s open enrollment […]
Liberty Company Closes $525 Million Credit Facility Led by J.P. Morgan to Accelerate Strategic Growth
LOS ANGELES, CA. – October 16, 2025 – The Liberty Company Insurance Brokers (Liberty), one of America’s fastest-growing privately held insurance brokerages, today announced the successful closing of its debut $525 million first lien credit facility. The transaction includes a new 7-year $425 million Term Loan B and a 5-year $100 million Revolving Credit Facility, […]
Building a Trusted Advisory Team for Mergers and Acquisitions Success
The playbook for selling your company just changed—again. What separates those who merely survive from those who exit with maximum value? The answer may surprise even seasoned founders. In this episode, Anthony Caporrino, U.S. Transaction Advisory Group Co-Leader at Alvarez & Marsal, reveals the behind-the-scenes secrets to smarter M&A, how analytics are rewriting the rules, […]
The Liberty Company Welcomes High Ground Insurance Services to Its Growing National Platform
GAINESVILLE, FLA. – October 15, 2024 — The Liberty Company Insurance Brokers (Liberty) is proud to announce its recent partnership with High Ground Insurance Services (High Ground) of Torrance, California. Founded in 2007, High Ground is a locally owned regional insurance broker and risk management consultant with national reach. The firm has built a strong […]
The Liberty Company Welcomes Blake Shannon, Producer, Liberty Agriculture
GAINESVILLE, FLA. – October 14th, 2025 — The Liberty Company Insurance Brokers (Liberty) is proud to announce the addition of Blake Shannon as Producer, based in the firm’s Visalia, CA office. With more than three decades of experience in the insurance industry, Shannon brings deep expertise and a lifelong connection to agriculture to his new […]
Why Lower Middle Market Companies Need Specialized M&A Legal Expertise
Not every deal needs an army of lawyers and sky-high fees to get across the finish line…So how are today’s owners navigating increasingly complex M&A—and why is buyer behavior making it more challenging than ever? In this episode, Dennis O’Rourke, Partner and Chair of the Corporate, M&A and Securities Practice Group at Moritt Hock & […]
The Liberty Company Welcomes Marlene Rianda as VP, Commercial Lines, Liberty Agriculture
Seasoned agriculture insurance leader brings 30+ years of expertise to Liberty’s expanding agriculture practice GAINESVILLE, FLA. – October 2, 2025 — The Liberty Company Insurance Brokers (Liberty) is pleased to announce the addition of Marlene Rianda, CIC, as Vice President, Commercial Lines, Liberty Agriculture. With more than 30 years of experience in commercial lines, Rianda […]
Digital Assets: The Hidden Value Buyers Often Overlook
Most business owners see their website as a digital business card—but what if it could become your company’s top-performing employee? Digital assets make or break deals in today’s M&A world, yet are still one of the most overlooked sources of value, risk, and growth potential. In this episode, Paige Wiese, founder of Tree Ring Digital, […]
Unlock Hidden Value with Secondary Transactions in Private Equity
The private equity secondary market is booming—but most people don’t realize how dramatically it’s evolved, or where it’s heading next. Whether you’re a seasoned investor or totally new to secondaries, this episode peels back the curtain on one of the fastest-growing corners of the financial world. In this episode, Mike Bego, Managing Partner of Kline […]
The Liberty Company Named a 2025 Top Insurance Employer by Insurance Business America
Fifth Consecutive Year of Recognition Reflects Liberty’s Culture-First Commitment to Its People GAINESVILLE, FLA. – August 21, 2025 — The Liberty Company Insurance Brokers (Liberty) is honored to announce its recognition as a 2025 Top Insurance Employer by Insurance Business America (IBA). This marks Liberty’s fifth consecutive year earning a spot on the prestigious list, […]