The Benefit Company provides mergers and acquisition analysis and support to both strategic and financial buyers, including private equity firms. Our work is focused on three areas:
- Pre-acquisition due diligence,
- Post-acquisition strategy, and
- Portfolio company savings analytics.
We evaluate all benefit programs, including medical, dental, vision, life, short and long-term disability, executive benefits, Section 125, voluntary benefits, and retirement plans. Our size, experience, and privately held status allow us to provide these services quickly and accurately, delivering more value to our clients and partners.
In the pre-acquisition phase, we provide the following:
- Health & Welfare Overview
- Plan Benchmarking
- Current Financial Analytics
- Future Cost Projections
- Compliance Audit
- Pre-close Action Items
Our post-close opportunities focus on three key areas:
- Cost Containment and Future Profitability Analysis
- Attraction & Retention
- Strategic Planning
For our Portfolio Company Savings Analytics, we conduct an analysis of the current benefit offerings across multiple portfolio companies to identify strategies for cost containment to drive higher portfolio value and greater returns.