Insights

  • Justin Smith | Scaling Family Businesses
    POSTED 10.28.22 M&A, M&A Masters Podcast, Podcast

    Why do M&A Masters love the lower middle market?
    You get the opportunity to aggressively scale family businesses…

    In this episode, I’m joined by Justin Smith of LongWater Opportunities, a private equity firm based in the Midwest.
    Justin’s firm has firsthand experience growing family businesses, and he’s here to share his expertise.

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  • Case Studies: TLPE and Multiple Sellers
    POSTED 10.19.22 M&A

    In this series on the protection offered by Transaction Liability Private Enterprise (TLPE) insurance to small- and medium-sized business owners who are selling their companies, I’ve written about how it is especially useful in M&A transactions involving tech companies, as well as so-called “indifferent buyers.”  
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  • Case Studies: TLPE and Indifferent Buyers
    POSTED 10.12.22 M&A

    You’re a small to medium-sized business about to be acquired by a much larger Strategic Buyer. You want some measure of protection during the transaction, and you’d prefer not to let a large portion of the sale proceeds sit in escrow for years in case some or all of it could potentially be clawed back if there is breach of a rep in the purchase agreement.
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  • Case Studies: TLPE Insurance and Tech Companies
    POSTED 10.5.22 M&A

    There is a new R&W product taking the lower middle market M&A world by storm: Transaction Liability Private Enterprise (TLPE).

    TLPE insurance is designed to fit a blind spot in deals that Buy-Side R&W policies won’t cover, specifically deals ranging from $1M to now $30M in enterprise value. Historically, these deals have been ineligible for traditional (R&W) coverage. Enter TLPE, which was innovated by London-based CFC Underwriting just one year ago, to offer protection for deals that are either too small or too expensive to justify a Buy-Side R&W policy.
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