Private Equity

Through our years of working with some of the biggest Private Equity companies in New York and around the world, we have learned that it is essential to obtain a full picture of your target firm’s true benefits costs and liabilities.  Our expertise brings to light undisclosed costs and liabilities that general acquisition teams often overlook.

Our evaluations focus on:

• Fact-checking self-reported data from the targeted company
• Determining actual benefits costs.
• Evaluating the competitiveness of the firm’s benefits plans.
• Auditing HR administrative compliance.
• Identifying hidden liabilities.
• Advising our private equity clients if the firm valuation should be negotiated down.
• Managing transitions (integration planning if a merger, plan transition if changing to/from self-insured, etc.)

Our hands-on service enables the post-transaction transition phase(s) to run smoothly. We have seamlessly integrated different benefit plan designs, employee coinsurance and co-pay structures, and coordination of benefits administration. We also provide ongoing benefits advice and compliance assistance.