We design high-value, cost-contained benefit programs for companies from 10 to 150 lives — with deep focus on PE, independent sponsors, and searchers.
Custom benefits design and planning, focused on high-value but cost-contained strategies.
Due diligence of benefit plans and key HR processes, plus coverage for deal items like earnouts.
We spun out of a leading lower-middle-market independent sponsor and are focused on delivering value to scaling businesses.
We focus on companies that are scaling — whether growing into their first benefits plan or moving through a transaction. Typically 10 to 150 employees.
Launching a first program, or looking for better value and service.
We run diligence, provide program options, and cover unique deal risk.
A lower middle market business on a traditional group plan undergoing an acquisition. We ran a full census-level comparison and moved them to an age-based ICHRA — the platform still came out ahead, and employees received immediately more cash in their pockets post transaction.