February 13, 2025 08:30 AM Eastern Standard Time

GAINESVILLE, Fla.–(BUSINESS WIRE)–The Liberty Company Insurance Brokers (Liberty), one of America’s fastest-growing privately held insurance brokerages, today announced the $100 million upsizing of its syndicated credit facility, being led by JPMorganChase. This capital infusion marks another significant step in Liberty’s ongoing growth, building on the momentum of its August 2023 $340 million credit facility offering.

“It reflects our strong financial health and the strategic foresight that Liberty maintains in a dynamic economic landscape. We are strategically positioning ourselves to take full advantage of growth opportunities that will enhance our competitive edge and deliver substantial value to our stakeholders.”Post this

Strategic Growth and Continued Confidence

This capital will enable Liberty to continue to accelerate its strategic initiatives, particularly in mergers and acquisitions and the expansion of specialized industry services. Bill Johnson, CEO of Liberty, reflected on the significance of the ongoing relationship with JPMorganChase:

“We are grateful for the tremendous and ongoing support extended by our lending group to our business,” Johnson said. “This funding enhances our capability to continue to invest in our infrastructure, new partnerships and most importantly, hiring and developing great people to fuel our growth.”

Insurance Industry Impact and Market Reach

The new funding will primarily be channeled into expanding Liberty’s footprint through targeted mergers and acquisitions, and enhancing the company’s ability to offer tailored, innovative solutions across various sectors. Furthermore, Liberty will continue to invest in the development of cutting-edge insurance products and services that meet the evolving needs of its diverse client base.

Responsible Financial Management and Future Success

The additional $100 million funding is poised to significantly impact Liberty’s strategic trajectory. CFO Bernadetta Scholz highlights how this capital will underpin key growth initiatives and strengthen financial stability.

“This pivotal funding not only supports our strategic acquisitions but also fortifies our market presence,” said Scholz. “It reflects our strong financial health and the strategic foresight that Liberty maintains in a dynamic economic landscape. We are strategically positioning ourselves to take full advantage of growth opportunities that will enhance our competitive edge and deliver substantial value to our stakeholders.”

Empowering Our Team for Future Challenges

The infusion of $100 million is also a commitment to our employees, ensuring they have ample opportunities for professional growth and development. This investment supports our goal of being an employer of choice in the industry, where innovation and personal advancement go hand in hand with the company’s growth.

Reinforced Commitment to Innovation and Client Service

As Liberty continues to grow, its focus remains steadfast on innovation and excellence in client service. The additional funding will enable the company to further enhance its product offerings and client engagements, ensuring that Liberty remains at the forefront of the insurance industry.

About The Liberty Company Insurance Brokers

The Liberty Company Insurance Brokers is among America’s fastest-growing privately-held insurance brokerages. With a commitment to integrity, excellence, and client service, Liberty provides a dynamic platform for entrepreneurial producers and agency leaders. For more information about Liberty and its innovative approach to the insurance business, connect with us on LinkedIn: https://www.linkedin.com/company/the-liberty-company-insurance-brokers/ and visit: https://libertycompany.com/

Contacts

Media Contact:
Carli Humphries
Sr. Corporate Communications Manager
949-209-4916
carli.humphries@libertycompany.com

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