Assisted a Specialty Insurance Service Provider with the Sale of the Business to a Portfolio Company

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Danielle Fadel and Scott Fiducci assisted a specialty insurance service provider with the sale of the business to a portfolio company owned by a foreign private equity firm after an extensive marketing process. The owners were able to find an acquirer who is committed to investing in the company’s continued growth and who paid a very attractive purchase price, including the multi-million dollar potential earn-out if the company achieves its expected growth targets. Due to concerns about potential increases in federal capital gain tax rates during 2021, the parties worked at a 24/7 pace to close the transaction on December 31.


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