As founder of Rubicon M&A Insurance Services, Patrick’s practice involves harnessing niche insurance tools to empower Sellers of Lower Middle Market companies to secure a clean exit from their M&A transactions faster, and with significantly more cash at closing. This keen focus in the M&A space has earned Patrick the title “Champion of the Clean Exit”. Patrick has spent all 29 years of his career in the Insurance Brokerage community.
In 2021, Patrick brought his M&A practice to Liberty Company Insurance Brokers, a national platform of highly respected professionals to deliver the broadest array of coverage solutions to the Lower Middle Market. Patrick is a prolific producer of M&A insurance content and is the host of “M&A Masters Podcast” where he speaks with the leading experts in mergers and acquisitions.
