Mike Richmond, Vice President
Email / Bio / (312) 989-1435
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The Horton team is very thorough in the diligence process identifying issues and potential areas for improvement. One of the benefits we have found working with Horton; the diligence team is the same team servicing the target company after close… Seamless transition!
- Ryan Davis, Managing Partner, Main Street Capital Holdings
Horton established a new approach to our insurance program. They took time to thoroughly understand our operations, correct critical issues and implement innovative concepts that give us a competitive advantage in the marketplace.
- Howard Spivack, Director of Finance, Big Shoulders Capital / PPL Group
Horton helped us with diligence when we brought on a number of our portfolio companies on both Employee Benefits and Property & Casualty. Since then, they’ve assisted with safety, wellness and also conducted a very successful P&C carrier consolidation program for all our lines of coverage, including executive risk, which resulted in over 20% savings on our annual premiums, while providing more coverage, that was consistent across our entire portfolio. Horton has been a trusted advisor, and I would recommend the Horton team to anyone in Private Equity/Family Office Investing.
- JP Zvesper, Principal, Jacsten Holdings
Horton takes a pragmatic approach to their consulting and diligence. They let us know what is truly important in protecting our investments and portfolio companies. Their process includes program diligence, insurance program ROI,limits benchmarking and more. It’s a valuable process that also saves time and resources.
- James Nally, Growth Catalyst
Horton has helped us with diligence and post-close insurance on multiple deals. Borgman has appreciated their professional and systematic approach that highlights the most important issues within P&C insurance and Employee Benefitsfor each situation, by taking a pragmatic approach, not trying to “oversell us” on coverage or risk. Horton has a team of pros who are active in M&A, with the experience and know how to navigate a deal to close and assist post-close to make it even better.
- David Bartelme, Managing Director, Borgman Capital
May 23, 2019
Transitioning employees to new plans and combining benefits can also create compliance challenges. This session will focus on health and welfare plan issues for employers going through some kind of merger or acquisition.
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