Case Study: Liberty Company saves $200K in M&A management with DealRoom

How Liberty Company Insurance Brokers Streamlined M&A Management and Saved $200K with DealRoom

Liberty Company Insurance Brokers, an independently owned insurance firm based in Gainesville, Florida, was managing 20–25 acquisitions a year as it expanded rapidly. But its M&A data was scattered across spreadsheets, OneDrive, SharePoint, and individual employee files, making it hard to get a full view of the pipeline, collaborate effectively, and keep sellers informed. Liberty needed a better way to manage its buy-side M&A process, including pipeline, due diligence, and integration planning.

Liberty chose DealRoom as a single source of truth for its M&A transactions, using the platform’s templates, customizable deal rooms, and collaboration features to support each stage of the process. With DealRoom, the team centralized deal data, improved reporting and communication, increased user adoption, and reduced silos. In its first year, Liberty saved around $200K by consolidating tools, eliminating the need for a full-time hire, and streamlining workflows and manual work.

Liberty Company

Amy M Weck

former VP, M&A & Integrations