Page 10 - Healthcare PE Pitchbook
P. 10
Private equity and corporate
acquisition practice (“PECAP”) INSURANCE AND EMPLOYEE
BENEFITS DUE DILIGENCE
• Insurance/beneits expense
• Accruals
• Collateral
• Surety
Due diligence and Operational employee beneits • Compliance
transactional risk management and risk management TRANSACTIONAL RISK
MANAGEMENT
Building value pre-closing Building value post-closing • Reps and warranty
• Tax insurance
PECAP® is an international team of Property, Casualty, We understand the need to create value and synergies • Legal contingency
and Employee Beneits mergers and acquisitions through an acquisition. A single service team will help • Environmental
specialists who have collectively evaluated thousands develop an operational beneits and risk management • Legacy liability
of transactions. PECAP’s experienced professionals, as strategy which considers the needs of the organization
well as its methodology and modeling tools, enable through the life of the investment.
rapid diligence, and reporting of the data which is OPERATIONAL RISK
most critical to the deal. Our PECAP consultants Your service team will lead the deployment of MANAGEMENT AND
become an integral part of your team and provide resources to build value through reducing volatility EMPLOYEE BENEFITS
support to your accounting, legal, environmental, and and expense. At the heart of our service model are • Portability
business advisors engaged on a transaction. Risk Control, Risk Management, and Employee Beneit • Adequacy
professionals dedicated to mitigating the potential • Pricing
In addition, the team has signiicant experience for, and the severity of, claims. These services are • Structure
placing transactional risk insurance products designed integrated with your internal capabilities to regularly • Compliance
to mitigate inancial loss attributable to unanticipated assess how well your insurance and beneits programs
breaches of representations and warranties, tax meet your needs and enhance stakeholder value.
liabilities, legal contingencies, and environmental BUILDING VALUE POST-
liabilities. The purchase of such risk transfer products CLOSING WITH SERVICE
helps to ensure unforeseen liabilities do not threaten Sample MODELS
the proposed transaction. • Claims
Click here to launch a sample • Loss control
due diligence report. • Loss modeling
• Portfolio programs
Lockton Private Equity/Healthcare pitchbook 10 Lockton Companies
acquisition practice (“PECAP”) INSURANCE AND EMPLOYEE
BENEFITS DUE DILIGENCE
• Insurance/beneits expense
• Accruals
• Collateral
• Surety
Due diligence and Operational employee beneits • Compliance
transactional risk management and risk management TRANSACTIONAL RISK
MANAGEMENT
Building value pre-closing Building value post-closing • Reps and warranty
• Tax insurance
PECAP® is an international team of Property, Casualty, We understand the need to create value and synergies • Legal contingency
and Employee Beneits mergers and acquisitions through an acquisition. A single service team will help • Environmental
specialists who have collectively evaluated thousands develop an operational beneits and risk management • Legacy liability
of transactions. PECAP’s experienced professionals, as strategy which considers the needs of the organization
well as its methodology and modeling tools, enable through the life of the investment.
rapid diligence, and reporting of the data which is OPERATIONAL RISK
most critical to the deal. Our PECAP consultants Your service team will lead the deployment of MANAGEMENT AND
become an integral part of your team and provide resources to build value through reducing volatility EMPLOYEE BENEFITS
support to your accounting, legal, environmental, and and expense. At the heart of our service model are • Portability
business advisors engaged on a transaction. Risk Control, Risk Management, and Employee Beneit • Adequacy
professionals dedicated to mitigating the potential • Pricing
In addition, the team has signiicant experience for, and the severity of, claims. These services are • Structure
placing transactional risk insurance products designed integrated with your internal capabilities to regularly • Compliance
to mitigate inancial loss attributable to unanticipated assess how well your insurance and beneits programs
breaches of representations and warranties, tax meet your needs and enhance stakeholder value.
liabilities, legal contingencies, and environmental BUILDING VALUE POST-
liabilities. The purchase of such risk transfer products CLOSING WITH SERVICE
helps to ensure unforeseen liabilities do not threaten Sample MODELS
the proposed transaction. • Claims
Click here to launch a sample • Loss control
due diligence report. • Loss modeling
• Portfolio programs
Lockton Private Equity/Healthcare pitchbook 10 Lockton Companies
