Unveiling the Secrets to Successful Business Exits
In this episode, I sit down with Brett Story, the founder of Britehorn Partners, a leading middle-market investment bank. They delve into Brett’s transition from corporate law to M&A, the founding and rebranding of Britehorn Partners, and why staying focused on the middle market can be more rewarding than chasing larger deals. Brett also shares […]
Planning an Exit Strategy
In this episode of M&A Masters, we’re joined by Trever Acers, Managing Director of Objective, Investment Banking & Valuation. With over 20 years in the transactions field, Trever brings a wealth of experience and a unique approach to mergers and acquisitions. Objective, Investment Banking & Valuation focuses on the lower middle market, aiming to serve […]
The Liberty Company Appoints Industry Powerhouse and Proven Growth Leader, Bill Allen, as President, Middle Market P&C: A Strategic Move to Champion Middle Market Growth
GAINESVILLE, FLA. – April 25, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce the appointment of insurance industry veteran Bill Allen as President, Middle Market P&C. Allen’s extensive experience and proven ability to drive growth make him a strategic asset poised to fuel Liberty’s continued success. With a career spanning over three […]
Must-Have Insurance for the Lower Middle Market – and When It Should Join the Deal Conversation
Transaction Liability Private Enterprise (TLPE) has opened the door for thousands of lower middle market (LMM) deals priced from $1M to $30M to access the same risk transfer tool that 95%+ PE-driven M&A transactions currently enjoy, and at a fraction of the cost. Just as Buy-Side Representations and Warranty (R&W) took a few years to […]
Liberty Introduces Jeff Schmidt as Vice President, Commercial Lines
GAINESVILLE, FLA. – April 22, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Jeff Schmidt has joined the firm as Vice President, Commercial Lines. With a distinguished career spanning over three decades in the insurance industry, Schmidt brings extensive expertise and a remarkable history of accomplishments to Liberty. Schmidt’s journey in […]
Liberty Introduces Michael Naranjo as Senior Vice President, Producer
GAINESVILLE, FLA. – April 18, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Michael Naranjo has joined the firm as Senior Vice President, Producer. Naranjo’s journey into the insurance industry was a natural evolution rooted in his family’s longstanding legacy within the sector. Despite initially exploring alternative paths post-college, Naranjo gravitated […]
Liberty Introduces Neal Rubin as Senior Vice President, Benefits
GAINESVILLE, FLA. – April 17, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Neal Rubin has joined the firm as Senior Vice President, Benefits. With over four decades of dedicated service in Southern California’s employee benefits sector, Rubin emerges as a seasoned leader ready to make a significant impact within Liberty. […]
sbLiftOff: Elevating Businesses to New Heights in the M&A World
In this episode of M&A Masters, I had the pleasure of speaking with Sharon Heaton, founder of sbLiftOff. SbLiftOff specializes in providing advisory services to founder-led businesses and government contracting organizations across the United States, focusing on mergers and acquisitions (M&A) and more. Sharon, also the author of the Forbes bestseller LIFT OFF: 12 Things […]
Liberty Introduces Andrew Bernau as Senior Vice President, Commercial Lines Producer
GAINESVILLE, FLA. – April 3, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Andrew Bernau has joined the firm as Senior Vice President, Commercial Lines Producer. With nearly two decades of comprehensive experience in the insurance industry, Bernau brings a wealth of knowledge and a proven track record of success to […]
The Secondaries Market Solution
“Everything changes and nothing stands still.” – Heraclitus, Greek philosopher With few exceptions investment funds were not meant to last forever. Investors seek to cash out, while new investors want to join in. The challenge comes during the transition of the old investors leaving and the new ones entering: The original investors want one thing: […]