Top 5 Items to Look for When Making an Acquisition

Property & Casualty and Employee Benefits Tips for Manufacturers

Are you considering making an acquisition in the near future? If so, join us as we discuss the top items you should look for in Property & Casualty and Benefits. You’ll come away with a prioritized focus, along with a process for due diligence that will help you answer these questions:

• Is this acquisition going to cost us or save us money when we integrate the insurance?
• Are there any future costs/risks that could surprise us?
• Are there any area items that we’ll need to prioritize post-close for safety, wellness, or employee benefits?

Tony Hopkins, CPCU, CIC, CRM / Welding & Gas Practice Leader, Shareholder / Horton Group / Bio

Tony Hopkins is Welding & Gas Practice Leader for The Horton Group.  Tony’s role as Practice Leader includes developing benchmarking and analytical tools, coverages designed for the industry, safety programs, contract management, and carrier relations.  Tony actively manages many clients in the industry where he’s able to learn what’s needed and what distributors are looking for to help their business.  Tony also sits on the GAWDA Safety Committee and has been a speaker at GAWDA, IWDC, and AIWD.

Robin Bettenhausen / Vice President / Horton Group / Bio

Robin Bettenhausen is the Vice President at Horton. Robin and her team take a holistic approach that involves multiple funding strategies, attention to claim reduction and wellness, and continual attention to the needs of the organization. “We ask our clients to challenge the way they may have done things in the past and together we determine if there is a way to do things differently and help with retention, severity of claims and overall cost.”

Jennifer Tverdek / Senior Sales Executive / Horton Group / Bio

Jennifer Tverdek is a Senior Sales Executive for Horton’s Benefits Solution Practice.  Jennifer is responsible for providing expert employee benefits consulting, bringing new clients on board, and servicing and retaining existing clients.  She is part of a team of employee benefits focused specialists dedicated to delivering innovative healthcare solutions to employers.