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Discover Unity Partners’ Recipe for Long-Term Success
Are you ready to dive into the strategies behind building thriving businesses and impactful partnerships? Discover how partnering with the right leaders can transform companies and markets. In this episode, John Block, co-founder and CEO of Unity Partners, takes us through his fascinating journey from childhood aspirations to leading a game-changing firm that builds better businesses together. In this episode, you’ll discover… Why John chose the name “Unity Partners” for his firm The secret mantra that drives Unity Partners’ success How foundational principles can propel business growth Strategies for reducing uncertainty in business success The impact of technology on smaller market investments And more Mentioned in this episode: https://www.linkedin.com/in/johnablock/ https://unitypartnerslp.com/ Transcript Patrick Stroth: Hello there, I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services, now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions. And we’re all about one thing here. That’s a clean exit for owners, founders, and their investors. Today, I’m joined by John Block, co-founder and CEO of Unity Partners. Unity Partners is a principal space middle market private equity firm, that partners investors and operators to build better together. So I’m really excited to have you. John, welcome to the show. John Block: Thank you, Patrick, excited to be here with you. Patrick: Now before we get into Unity Partners and building better together, let’s start with you. Can you share with us what brought you to this point in your career? John: That’s a great question. I do love to start with that question. I think it’s important to set the table and go back from the beginning. If I think of my experience said, If I think back to childhood,
How to Drive Long-Term Success in Mergers and Acquisitions
Are you ready to transform the way you think about mergers and acquisitions? Discover the secrets to a clean exit and the revolutionary approach of conscious capitalism in this enlightening episode of M&A Masters. Join host Patrick Stroth, an expert in executive and transactional liability, as he welcomes Sunny Vanderbeck, co-founder and managing partner of Satori Capital. Based in Dallas, Satori Capital is renowned for its multi-strategy investment firm ethos based on conscious capitalism. Sunny, the best-selling author of Selling Without Selling Out, shares invaluable insights drawn from his extensive experience in tech entrepreneurship and investment. In this episode, you’ll
4 Reasons Why Buyers Should Insist on This for Every Target Under $20M EV
There is a relatively new but very effective insurance product perfect for lower middle market deals. Transaction Liability Private Enterprise (TLPE) is a Sell-side Representations and Warranty (R&W) insurance offered by CFC Underwriting. With these policies, the Seller is the Named Insured. The policy is triggered when the Seller receives notice from the Buyer that they have suffered a financial loss resulting from a breach of the Seller reps. Following notice of the breach, Underwriters appoint counsel to represent the Seller and negotiate a settlement with the Buyer. Upon agreement, the insurer pays indemnity owed to the Buyer, making the
Must-Have Insurance for the Lower Middle Market – and When It Should Join the Deal Conversation
Transaction Liability Private Enterprise (TLPE) has opened the door for thousands of lower middle market (LMM) deals priced from $1M to $30M to access the same risk transfer tool that 95%+ PE-driven M&A transactions currently enjoy, and at a fraction of the cost. Just as Buy-Side Representations and Warranty (R&W) took a few years to gain traction, we’re seeing momentum picking up in this developing market. One recent case study shows just how effective this coverage is. It involves the sale of a small Mexican restaurant chain to a regional restaurant group. But soon after the deal closed, the Buyer
The Secondaries Market Solution
“Everything changes and nothing stands still.” – Heraclitus, Greek philosopher With few exceptions investment funds were not meant to last forever. Investors seek to cash out, while new investors want to join in. The challenge comes during the transition of the old investors leaving and the new ones entering: The original investors want one thing: their money (along with its accumulated growth) free and clear. New investors want to move forward without legacy risk. Between these interests lies the General Partner (GP) or sponsor, who has a foot on both sides of the fence. The biggest concern for new investors
The Advantages of Buyer Protect Insurance
Transaction Liability Private Enterprise (TLPE) insurance, a relatively new transactional liability insurance product, has taken off in a big way with savvy Buyers in the lower middle market. It’s no wonder. TLPE fills a gap for deals that traditional Representations & Warranty (R&W) insurance won’t cover. TLPE policies are designed to cover transactions from $1M to $30M to the full purchase price – for a maximum of $20M. TLPE coverage is easy to get, with minimal underwriting. The cost is a fraction of traditional R&W policies. On top of that, insurers pay promptly if the Buyer brings a legitimate claim
R&W Claims Trends and the Potential Impact on Premiums
Insurance giant AIG is concerned. Although the rate of claims from Representations and Warranty (R&W) insurance, which covers M&A transactions, has been steady since 2012 across the board, for deals of all sizes… they have noted a rising trend with how much they are paying out for smaller claims. In a nutshell, they are paying more on smaller claims than before. This is for policies for smaller deals where the premium was a relatively small amount. In other words, the area where premiums are down, claim payments are up. I consider this a signal from AIG. They’re saying this trend
M&A Mastery in Architecture and Engineering Unveiled
Discover the art of strategic mergers in architecture and engineering with M&A expert David Kimbrell. In this episode of M&A Masters, join me as we engage with David Kimbrell, a seasoned M&A authority in the architectural and engineering sector. With over four decades of unmatched expertise, David has masterminded the art of buying, selling, and advising firms in this specialized niche, revolutionizing the concept of strategic mergers and acquisitions. Delve into the intricate world of M&A for architectural and engineering firms. Explore David Kimbrell’s unique journey from environmental health to M&A mastery. Learn how interest rates and market dynamics influence
What’s in Store for M&A in 2024
It’s been an interesting last few years in the M&A world, to say the least. First, deal-making fell off the cliff during the pandemic. But, in 2021, after we emerged from lockdown, we had a record-breaking year for M&A activity due to pent-up demand and a tremendous amount of dry powder in the hands of eager PE firms and Strategic Buyers. According to Prequin Alternatives report from that time, PE firms alone had $1.32T on hand as of September 2021. Things slowed slightly towards the end of 2021 and there was a distinct – but inevitable – drop in deals