Page 41 - Post Acute Medical
P. 41
Lockton Midwest PECAP
Practice
PECAP team — focused on the pre- and
post-close PRE-ACQUISITION POST-ACQUISITION PROGRAM
STRATEGIES
DEPLOYMENT
• Make our client the most educated buyer relative to the management of
the insurance expense PRE-CLOSE TEAM POST-CLOSE
TEAM
• Evaluate, quantify, and deine pre-closing liabilities
• Review purchase and sale agreements (“PSAs”) to understand the
assumption of liabilities
• Ensure the assumption of liabilities is clearly stated and relects the • Reduce expenses/increase • Handling day-to-day servicing
decisions reached by all parties EBITDA • Designated points of contact for
• Interface with other working group members • Improve coverage eficiencies additional services
• Provide post-closing insurance budget for pro formas and subsequent • Balance sheet protection • Handling of the renewal and
placement of post-closing insurance program • Take advantage of portfolio • marketing process
opportunities and economics of
Ongoing review of program
• Create eficiencies to meet client inancial objectives and exit strategies scale eficiencies and total cost of risk
• Develop creative solutions to convert deal-related obstacles into • Provide opportunities for (TCOR)
transactional insurance products
insurable risks • Creating 3- to 4-year employee
• Beneit plan separation beneit plan strategy
management ofice governance • Continuity of compliance
• Beneit plan compliance • Retirement
exposure mitigation
− Co-iduciary investment
services
− Pension derisking strategies
and cost reduction
− Plan governance
Post Acute Medical — Lockton Total Rewards Practice overview 41 Lockton Companies
Practice
PECAP team — focused on the pre- and
post-close PRE-ACQUISITION POST-ACQUISITION PROGRAM
STRATEGIES
DEPLOYMENT
• Make our client the most educated buyer relative to the management of
the insurance expense PRE-CLOSE TEAM POST-CLOSE
TEAM
• Evaluate, quantify, and deine pre-closing liabilities
• Review purchase and sale agreements (“PSAs”) to understand the
assumption of liabilities
• Ensure the assumption of liabilities is clearly stated and relects the • Reduce expenses/increase • Handling day-to-day servicing
decisions reached by all parties EBITDA • Designated points of contact for
• Interface with other working group members • Improve coverage eficiencies additional services
• Provide post-closing insurance budget for pro formas and subsequent • Balance sheet protection • Handling of the renewal and
placement of post-closing insurance program • Take advantage of portfolio • marketing process
opportunities and economics of
Ongoing review of program
• Create eficiencies to meet client inancial objectives and exit strategies scale eficiencies and total cost of risk
• Develop creative solutions to convert deal-related obstacles into • Provide opportunities for (TCOR)
transactional insurance products
insurable risks • Creating 3- to 4-year employee
• Beneit plan separation beneit plan strategy
management ofice governance • Continuity of compliance
• Beneit plan compliance • Retirement
exposure mitigation
− Co-iduciary investment
services
− Pension derisking strategies
and cost reduction
− Plan governance
Post Acute Medical — Lockton Total Rewards Practice overview 41 Lockton Companies
