Case studies

Medical Insurance Mismanagement

The high turnover and defragmented corporate structure made it difficult to control costs and create efficiencies in employee engagement and administrative processes.

Crushing Workers’ Comp Claims Impact Portfolio Company

The portfolio company was literally hemorrhaging dollars due to out of control workers’ comp claims and an existing “loss-sensitive” program (premiums are affected by claims).

Reducing Private Equity Partner Taxes While Accelerating Savings

With revenues and the subsequent tax bill growing, the partners were looking to substantially decrease taxes while accelerating retirement savings.