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Private Equity Practice

Private Equity Practice

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What We Do… Pre-Acquisition Due Diligence Post Acquisition Opportunities PortCo Savings Analytics

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Pre-Acquisition Health & Welfare Due Diligence Overview Pre-Close Plan Action Items Benchmarking Potential Acquisition Compliance Current Audit Financial Analytics Future Cost Projections

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Post Acquisition Cost Containment Opportunities Attraction & Retention Strategic Planning

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PortCo Employer •Fixed Costs Savings •Variable Costs Analytics Employee •Utilization •Contributions Strategic •Alternate Programs Planning •Consumerism Strategies

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References 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 alternate 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

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Contact Us… Tom Clements Managing Partner – Employee Benefit Division E: [email protected] T: 203-339-2735

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