Who We Serve
We believe in the dreamers, the risk takers, the mavericks . . . we believe in the entrepreneur.
Entrepreneurs take risks. It’s part of the game, and the one thing that sets them apart from other people. Entrepreneurs are masters at assessing risk, weighing the ideal outcome, against the worst outcome and, with courage, driving themselves, their team and their company to towards that ideal.
So, to the dreamers, the risk takers, the mavericks, we salute you…
Why We Do It
We exist to help you grapple with the risks you face in business. To mitigate the risks and to protect you against the worst-case outcome, so that you can act boldly in the pursuit of your dreams.
We believe that entrepreneurs should get more of the cash from the sale of their business, when the sale happens — not after years of escrow.
We believe that entrepreneurs are freed to focus on progress and growth, when the downside risks of operating the business are well understood and protected. We believe that entrepreneurs should be protected from frivolous lawsuits that rob resources, energy and attention from the business.
We believe that insurance is a strategic tool for an entrepreneur, not a product to be bought or sold. I started Rubicon Insurance because I believe in the promise of the entrepreneur. And I was increasingly frustrated with the approach traditional brokers take towards business owners.
So I created a firm where the entrepreneur and his or her outcomes are put first. In the growth stage of your business the focus is on understand your risks and protecting against the worst-case outcomes. As you approach the sale of your business the focus shifts to protecting your proceeds from the sale and liberating them from escrow, so you can enjoy your wealth now.
Patrick Q. Stroth
National Practice Leader – Transaction Liability for Liberty Company Insurance Brokers
Rubicon M&A Insurance Services
Patrick is a trusted authority in executive and transactional liability. 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. A native San Franciscan, Patrick now lives in Menlo Park, CA with his wife Barbara, their two daughters, and Rian, their second Pomeranian.