M&A Transaction Advisory Group Overview

This document introduces the services offered by the M&A Transaction Advisory Group at Meridian Risk Management.

M&A

Merger and Acquisition

Financial Analytics

Compliance Audit

M&A TRANSACTION ADVISORY GROUP

Precentage of Savings Cost Model Aggregated Purchasing Arrangements Portfolio Company Savings Analysis Pre-Acquisition Due Diligence WHAT WE DO Post Close Integration Strategy

M&A Transaction Advisory Group Overview - Page 2

Pre-Acquisition Due Diligence Pre-Close Action Items Health & Welfare Overview Compliance Audit Plan Benchmarking Provide action items and recommendations Review of the current plans Full audit to identify any compliance issues Comparison report against 30,000+ employer groups Future Cost Projections Current Financial Analytics Financial modeling of current and future plans Review of the current plans 6. 5. 2. 4. 3. 1.

Post Close Integration Strategy Cost Containment Attraction & Retention Short and Long-term strategies to reduce employee benefit costs Comparative analysis to attract and retain top talent Strategic Planning Develop roadmap to ensure success

Portfolio Company Savings Analysis Strategic Planning Employer Alternative funding strategies Population health management Pharmacy benefit review Employee Consumerism strategies Program education Physical and mental wellbeing Implement Measure Refine

Aggregated Purchasing Arrangements Review current vendor relationship Find commonalities Approach key partners Apply volume- based discounts All PortCo achieve savings 1. 2. 3. 4. 5.

Percentage of Savings Cost Model No upfront fees Specialised cost-reduction strategies Compensation based on percentage of potential savings

The Heartwood team and I have a trusted working relationship with Tom and Meridian. They have consulted for us on several key projects and we have been thoroughly impressed with their attention to detail, responsiveness and their ability to customize their reports/strategies to our individual needs. In the process they have saved several of our portfolio companies considerable sums of money. The fact that their reports can be delivered on an interactive platform with audio and extra security features is a significant upgrade. If you are considering an alternative consultant to perform pre- acquisition due diligence, or any type of cost savings analysis on current portfolio companies, I would highly recommend you speak with Tom and his team. Bruce Ennis Chief Human Capital Officer Heartwood Partners References

203-339-2735 [email protected] Tom Clements Managing Partner Employee Benefit Division Meridian Risk Management CONTACT US