Winston Dunn Inc. is an insurance consulting firm specializing in mergers and acquisitions and executive search for the insurance industry. The firm was founded by Ron Lieberman in 2010 and helps insurance agencies, brokers, wholesalers, MGAs, and carriers with mergers, acquisitions, and hiring executive talent. The firm takes a personalized approach to guiding clients through transactions and hiring and aims to provide honest and objective advice to resolve clients' growth challenges.

1. W
ELCOME TO W
INSTON
DUNN
Winston Dunn Inc. is a premier insurance consulting firm specializing in two key
growth components for retail agencies, brokers, wholesalers, MGA’s and carriers
across the country.
winstondunn.com
(954) 796-8900

2. Services
Mergers and Acquisitions Insurance
Mergers and Acquisitions Insurance
Specialist
Specialist
Whether you are buying or selling, we at Winston Dunn have the experience,
relationships, and compassion to guide you through the process. Ron Lieberman,
Founder of Winston Dunn has been working as a consultant in the insurance industry
since 1993, and has developed strategic partnerships with thousands of principals of
insurance brokerages and agencies on a national level.
The following are what we've identified as the most common components of a new partnership:
Post Acquisition Role Definition of partners and key employees
Culture of both the buyer and seller
Personalities, Values and Experience of the firms' Core Leadership
Brand and Culture sustainability
Cross-solicitation opportunities
Identification of dual entity Markets, Resources, Programs, and
Specializations
Capital that can be infused to accelerate growth post-acquisition
Capabilities that will enable you to participate in regional or national growth
winstondunn.com
(954) 796-8900

3. Services
Executive Search for Insurance Clients &
Executive Search for Insurance Clients &
Candidates
Candidates
At Winston Dunn we partner with our clients to deliver customized solutions that resolve
even the most significant growth issues. Our clients look to us for advice that is honest,
objective, thoughtful, and rich with experience. We are in the business of clarity.
As recruiters, we take time to gather truthful information from both the client and
potential candidate. Once that information has been distilled, it is our role to accurately
and clearly explain all the details to both parties so that the best decision can be made.
We see it as our job to discover whatever similarities and differences exist and share
that knowledge with you so that you can make decisions for the best possible match.
With a deep knowledge and understanding of the complexities within the insurance
industry, we are confident that our consultants will help you win the “war for exceptional
talent.” We are problem solvers with a passion for excellence and an unwavering
commitment to client services. We take our role seriously with the aim of aiding you in
the creation long-term, sustainable growth.
winstondunn.com
(954) 796-8900

4. About Our Founder
About Our Founder
Ron Lieberman is the founding partner of Winston Dunn, Inc
and is recognized throughout the insurance industry for his
exceptional skills in evaluating professional talent coupled
with his intense understanding of the complexities of this
broad business sector. Leaders in the industry have
consistently relied on Ron's advice and expertise to grow
their own firms. Prior to the creation of Winston Dunn in
2010, Ron built and orchestrated his former venture, Global
Recruiting, from start-up to a multi-million dollar success in
thirteen years.
Ron leads from the front and has been proven to be one of the industry's premier trainers.
Under his guidance, Winston Dunn is becoming the nation's leading provider of exceptional
talent within the insurance industry.
As a Michigan State Alumni, husband and father of four boys, high school ice hockey coach,
youth football coach, member of the Coral Springs Chamber of Commerce and author of the
book HIRED, Ron has always has a thirst and passion to lead and grow on both personal and
professional levels.
winstondunn.com
(954) 796-8900

5. Contact Us
Contact Us
W instonDunn, Inc.
inston Dunn, Inc.
W
12258 NW .49th Street
.
12258 NW 49th Street
Coral Springs, FL 33076
Coral Springs, FL 33076
Telephone: (954) 796-8900
Telephone: (954) 796-8900
winstondunn.com
(954) 796-8900

6. Contact Us
Contact Us
W instonDunn, Inc.
inston Dunn, Inc.
W
12258 NW .49th Street
.
12258 NW 49th Street
Coral Springs, FL 33076
Coral Springs, FL 33076
Telephone: (954) 796-8900
Telephone: (954) 796-8900
winstondunn.com
(954) 796-8900