Experience, Insight & Expertise

A multi-disciplinary team delivering business-smart advice and perspective to help clients achieve superior results.

  • transaction services chart
    Pre-Acquisition & Post-Close Services
    Read Case Study
    $1 Billion Multi-Company Roll-Up by Chicago PE Firm
    Performed ongoing benefits design, cost, compliance and actuarial analysis on eight companies.
  • Pre-Merger & Post Close Services
    Read Case Study
    $465 Million Consolidation for Boston-NY-Atlanta Firm
    Performed medical and qualified plan due diligence to evaluate existing multi-company designs, ERISA and ACA compliance, relative benefits and costs.