Page 28 - Calvetti Ferguson
P. 28
Mergers and acquisitions
Integrated sponsor coverage structure
TARGET PRIVATE EQUITY/
COMPANY ACQUIRING FIRM
Insurance advisor
Audit advisor Tax advisor Legal advisor
Lockton PECAP
DIFFERENTIATED VALUE PROPOSITION
• Substantial experience.
Origination/ • Minimal points of contact drive consistency and
senior M&A accountability.
group leaders
• Constant communication fosters clarity throughout
portfolio company life cycle.
• Strategic and inancial incentives perfectly aligned.
M&A group
project manager
Property and Employee Executive/ Industry Transactional Actuarial
casualty beneits fund solutions expertise solutions management
Calvetti Ferguson — Lockton Total Rewards Practice overview 28 Lockton Companies
Integrated sponsor coverage structure
TARGET PRIVATE EQUITY/
COMPANY ACQUIRING FIRM
Insurance advisor
Audit advisor Tax advisor Legal advisor
Lockton PECAP
DIFFERENTIATED VALUE PROPOSITION
• Substantial experience.
Origination/ • Minimal points of contact drive consistency and
senior M&A accountability.
group leaders
• Constant communication fosters clarity throughout
portfolio company life cycle.
• Strategic and inancial incentives perfectly aligned.
M&A group
project manager
Property and Employee Executive/ Industry Transactional Actuarial
casualty beneits fund solutions expertise solutions management
Calvetti Ferguson — Lockton Total Rewards Practice overview 28 Lockton Companies
