Private Equity Firms

Alterity & Private Equity Firms

True Value Creation

Alterity functions as an extension of a private equity firm’s deal, operations, and procurement teams. Our specialized private equity focus, proprietary processes, and savings strategies allow us to drive portfolio-wide savings across the complex employee benefits and insurance verticals.

We excel at partnering with existing stakeholders to align interests and act as an agent of change within the portfolio. Our experience and approach allow us to identify, measure, and execute opportunities to drive EBITDA growth.

Playbook of Services

From M&A support to benchmarking, Alterity offers numerous critical services for private equity firms.

Click below to view our Employers page for Alterity services applied at the portfolio company level.

Transactional Services (M&A)

Support private equity firms and their portfolio companies through transitional situations—such as mergers, acquisitions and spin-offs—facilitating benefits harmonizations or stand-ups.

Cross Portfolio
Reporting

Analyze employee health insurance and benefits data across portfolios, offering a bird’s eye view of all portfolio companies. Aggregated reporting provides a comprehensive understanding of how company spending compares to others within the portfolio across industry verticals.

Portfolio
Benchmarking

Cross-portfolio benchmarking by specific company and industry, including metrics tied to benefit designs, contributions and cost.

Due
Diligence

Assess target acquisition company’s current benefit plan designs, review current plan design underwriting, and identify any existing financial and/or benefit-related liabilities.

Portfolio
Collaboration

Facilitate educational opportunities and best-practice sharing across the portfolio by bringing companies together through activities such as benefits symposiums and industry webinars.

Coalition
Management

Provide portfolio companies with access to favorable pricing terms and enhanced account-management services through established coalition programs that may not be accessible on a stand-alone basis.

Leveraged
Purchasing

Identify and execute opportunities to leverage the portfolio scale to obtain best-in-class pricing and terms for various health and welfare benefits.

Insurance

Insurance support including Employee Benefits, Property & Casualty, E&O, D&O, Key Man Life / Disability, and Reps & Warranties.

We have supported numerous employer and private equity transactions. Go to:

Industries Served

Alterity’s services can be applied across all industries, but we have extensive experience in the following areas:

Contact Us

Email

go@alteritygroup.com

New York

521 Fifth Avenue
15th Floor
New York, NY 10175

Austin

1250 Capital of Texas Hwy S.
Bldg. 2
Austin, TX 78746

Toronto

1090 Don Mills Road
Suite 500
Toronto Ontario. M3C 3R6

UK

13 Caroline Point
62 Caroline Street
Birmingham, B3 1UF