Insights

Liberty Announces Key Acquisition to Expand M&A Insurance Services
POSTED 10.12.21 M&A

Liberty Company Insurance Brokers is pleased to announce the acquisition of Rubicon M&A Insurance Services, LLC to its national network of specialty insurance brokerages. Rubicon is led by its founder Patrick Q. Stroth, ARM, a trusted authority in executive liability for over 30 years.

Given that there was unprecedented demand for M&A insurance in 2021, with all signs pointing to a continuation of this growth in 2022, this is a natural move that will allow Liberty direct access to this market.

Not only that, but this acquisition makes Liberty the only national broker network with a specific focus on micromarket M&A transactions, those that are sub $10M in transaction value. This is the fastest-growing segment of M&A.

Patrick, who written extensively on Transaction Liability and hosts the M&A Masters Podcast, brings his decades of experience and knowledge to lead Liberty’s new Transactional Liability practice.

“I consider M&A to be the most exciting event in business,” says Patrick, “One that has the ability to create life changing, even generational impacts for owners, founders, and their families. I’m thrilled to have the opportunity to move Rubicon’s M&A practice onto a national platform which can scale to meet the ever-increasing demand for owners, founders, and their investors to secure a ‘clean exit.’”

According to Liberty CEO, Jerry Pickett. “We recognized the emergence of Transaction Liability as an essential coverage need for any Commercial Insurance Broker.  With the addition of Patrick and Rubicon M&A Insurance Services, LLC, Liberty Company Insurance Brokers immediately becomes a leading source of M&A insurance expertise and solutions.”