Mergers & Acquisitions

We work with private equity funds, independent sponsors, and strategic acquirers that are searching for transformative growth.

Our Mergers & Acquisition Team

Fast-pace, demanding, and complex. Business deals evolve quickly. Do you have a team prepared to understand your business needs and goals for each transaction?

No two deals, even those with the same deal structure, are the same. Each deal varies in complexity and has its nuances. From deal-to-deal, meeting-to-meeting, transactions move quickly - you must never lose the intellectual capital gained through the acquisition process.

While the pace of deals can be unforgiving, our team stays engaged in all transactions, no matter the size or complexity. Our team is comprised of attorneys and insurance coverage experts that simplify the acquisition process and provide necessary data for informed decisions. We take a practical approach with our eye on ROI throughout the life cycle of a transaction, from diligence through final coverage placement.

Inevitably issues will arise; we take pride in resolving these problems and getting the deal done while remaining committed to the operators for the target company placement and service. 

Horton's team is here to help with your Mergers & Acquisitions:

  • We work with private equity funds, independent sponsors, and strategic acquirers that are searching for transformative growth.
    We engage in all transactions, no matter the size or complexity.

  • The team is comprised of attorneys and coverage experts that simplify the acquisition process, making life easier for our clients while providing the necessary data for informed decisions.
    We take a practical, ROI approach throughout the life cycle of a transaction, from diligence through final coverage placement.

  • Our teams not only provide transactional expertise but remain engaged with the operators for target company placement and service moving forward. 
    You’ll never lose the intellectual capital gained through the acquisition process.

Scope of Services - M&A

Horton Employee Benefits M&A Services:

  • Inventory and Benchmarking of Plans, Costs, and Premium Contributions
  • Review Policy Contract, Assignability, Eligibility Rules.
  • Benefit Plan Compliance Review and Identification of Liabilities
  • Outline Possible Benefit Transition Options and Identify Employee Impact
  • Review treatment of M+A Qualified Beneficiaries 
  • Employee Communication, Benefits Education, and Enrollment Support

 

Horton Risk Advisory M&A Services:

  • Coverage Gap Analysis
  • Premium Comparison of Pre and Post-Transactional Costs
  • Experience Modification Rate Impact Analysis
  • Tail Coverage Consultation for all Claims Made Policies
  • Collateral Analysis for Large Deductible and Captive Programs
  • Surety Program Consultation
  • Rep & Warranty Consultation and Insurance Procurement
  • Benchmarking of Risks and Limits as Operations Grow
  • Claims Analysis and Advocacy
  • OSHA Analysis and Safety Consulting
  • Strategy for Merging Acquired Risks into Acquiring Company

 

Employee Benefits Issues During Mergers and Acquisitions

Employee Benefits Issues During Mergers and Acquisitions

May 23, 2019

Mergers and acquisitions create complicated employee benefit administration challenges. The type of business transaction, whether it's a stock or asset sale, can have an impact on compliance obligations such as COBRA.

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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