Bryson Finds Private Equity Firm $900K in Annual Savings for its Portfolio Companies

Client

Private equity firm with approximately 20 active portfolio companies in the lower middle market.

Scenario

Bryson was tasked with creating robust benefits plans for the private equity firm’s holding company that new acquisitions could be folded into, which would translate nationally based on their portfolio’s geographical diversity.

Goal

Leveraging economies of scale, enhance plans for portfolio company employees while finding large savings.

Solution

Creating side-by-side comparisons of prior portfolio company benefits to holding company benefits post-acquisition, Bryson was able to illustrate not only the savings that could be found moving onto the new plans, but the increased benefits the employees would gain.

Outcome

Through this strategy, Bryson was able to find the private equity firm $900,000 in annual savings across its portfolio companies creating immediate accretion to the bottom line.