The Biggest Danger to M&A Sellers – and How to Avoid it
February 23, 2023
No Comments
I got a call earlier today… one that I wasn’t exactly happy to receive. But I feel like I should share the situation that I
Category: M&A
Why – and When – M&A Buyers Should Secure Sell-Side Transactional Liability Insurance
February 17, 2023
No Comments
Let me say this loud and clear right now: Every Buyer of a sub-$30M EV target should insist on a sell-side Representations and Warranty (R&W)
Kelcey Lehrich | Succeeding in E-Commerce
January 30, 2023
No Comments
How can M&A firms succeed in the e-commerce niche? Kelcey Lehrich, co-founder and CEO of 365 Holdings, is here to share how he provides e-commerce
Ken Heuer | How Core Principles Guide Your Thinking
January 30, 2023
No Comments
In M&A, having a set of core principles to guide your thinking is essential… Ken Heuer of Kidd & Company is here to share the
A Close Look at Deal Drivers for 2023
January 26, 2023
No Comments
When looking ahead at 2023, it’s clear there are economic headwinds out there impacting deal-making, including inflation and the threat of recession. Big tech companies
Alan Clark | Why This Major 2023 Prediction is Wrong
January 25, 2023
No Comments
When your small business owner client is in a room full of MBAs, they can feel out of their depths… So how do you keep
Breaking Down Your Transactional Liability Insurance Options: No Insurance, Traditional Buy-Side, and New Sell-Side
January 11, 2023
No Comments
When looking at options to cover a M&A transaction in the past, we’ve always said that you could either use traditional Representations and Warranty (R&W)
TLPE Case Study: Buyer Uses TLPE to Win Auction on Desirable $13M Tech Company
January 9, 2023
No Comments
For many years, it was standard practice for Sellers in M&A deals with leverage to insist that Buyers forgo escrows as part of the terms
Clint Tripodi | How to Set a Strategy And Execute It
January 4, 2023
No Comments
As we prepare for the new year, it’s time to set your strategy… “What strategy?,” you might think, “We just need to make more money.”
Step by Step Process for Applying, Quoting, Underwriting and Ultimate Placement of a Rep & Warranty Policy
December 21, 2022
No Comments
Step 1: There’s no insurance application. If needed, Rubicon will sign any NDA required by either party. We then required the following documents: