PRIVATE EQUITY
A Singular Purpose
From M&A support to high-level consulting, we are driven by a singular purpose — serving as catalysts in the complex world of private equity to deliver tailored solutions and actionable strategies that enhance portfolio performance, drive growth, and maximize profitability.
As private equity consultants, we bridge employee benefits and insurance with transactional oversight requirements. By combining the execution expertise of brokers with the M&A acumen of the big four accounting firms, we uncover often-overlooked value creation opportunities.
Drive results and transform your investments with actionable insights and high-impact strategies.
We assess the target’s current benefit plan designs, review underwriting assumptions and identify any existing financial and/or benefit-related risks.
We serve as a single point of contact and depository for key KPIs. With our clients’ direction and assistance, we drive best-in-class strategies across the entire portfolio of companies. Collaboration between portfolio companies can also result in favorable pricing and terms and enhanced account management services that are frequently unavailable to individual companies.
To further support portfolio companies, we facilitate educational opportunities and best practice sharing through benefits symposiums and webinars.
Scale is a significant advantage when purchasing health and welfare benefits. By identifying and executing across all portfolio companies, we create leverage to drive savings and best-in-class contract provisions.
Conduct an independent, comprehensive benefits analysis, inclusive of plan design and cost-share modeling, industry benchmarking, and funding reviews, with actionable recommendations.
In addition to our services at the portfolio level, we work with individual companies to create programs that maximize coverage while reducing both cost and risk.
We offer the technical expertise and resources to effectively evaluate and administer all aspects of insurance and risk management programs. Leveraging portfolio buying power, we drive consistency across coverage lines and negotiate better service and contracts to positively impact the bottom line.
We assess current broker and vendor services and fees to determine their appropriateness based on business needs and in-force statement of work. Our expertise in structuring RFPs, assessing proposals, and negotiating contracts ensures effective services and partnerships.
We provide performance metrics and measurement tools across benefits, HR and payroll service providers. We also analyze change orders for compliance and prepare an annual report card analyzing competitiveness.
Private Equity Services
We are a broker-agnostic support system with a specialized private equity focus and processes that seamlessly integrate with deal, operations and procurement teams.
By partnering with all stakeholders, we align interests and act as a positive agent of change within the portfolio.
Read about some of the services we offer to private equity firms and portfolio companies. These services are designed to optimize performance, drive cost savings and enhance operational efficiency across your investments.