We serve companies that are active in mergers and acquisitions, whether they are Venture Capital firms (Private Equity) or clients aggressively looking to grow through acquiring competing firms.

Meeker-Magner's merger and acquisitions specialists provide a range of services to assist firms in maneuvering safely through the transaction. These services apply to property and liability coverages, to all types of benefits coverages, as well as a risk management program. The overall goal is to reduce the Total Cost of Risk (TCOR) for the acquiring company and increase the value of the acquisition.

Our Due Diligence Process

Identifies hidden exposures

Establishes pro-forma cost projections and insurance programs required

Suggests post closing alternatives such as developing a new Benefits design

Provides management with risk priorities to be addressed upon completion

Due Diligence before Acquisitions

Understand the business and identify risk categories

Audit insurance policies

Investigate self-insured gaps, coverage redundancies or related issues

Review insurance clauses contained within business contracts

Review all open and closed claims for at least the past five years

Analyze combinability issues

Analyze potential impact on your workers compensation

Review current plan documents, rates, handbooks, employee lists

Audit basic HR insurance related items (i.e. COBRA, HIPAA, BPA's)

Review employee enrollment process, ongoing plan communication

Suggest routine material distribution methods

Audit HR claims control programs (i.e. Disease Management, EAP, Wellness)

At Acquisition

Working with takeover team on logistics and objectives

Obtaining competing proposals from insurance carriers

Exploring purchasing power of a portfolio program

Coordinating & securing proper insurance placement

Management of necessary staff meetings

Post Acquisition

Employee education and understanding

HR training

Safety/OSHA training

Experience modification audit

Problem solving

Wellness initiatives

Ongoing monitoring

Quarterly Service Review Meetings

Quarterly Claim Review Meetings

Pre-Renewal Meeting