Page 11 - Healthcare PE Pitchbook
P. 11
Pre-close due diligence services
Pre- and post-close synchronization
Make our client the most Review purchase and sale
educated buyer relative to Evaluate, quantify, and agreements (PSAs) to Develop creative solutions
to convert deal-related
the management of the deine pre-closing liabilities understand the assumption obstacles into insurable risks
insurance expense of liabilities
Provide a post-closing
Ensure the assumption of insurance budget for pro Create eficiencies to meet
liabilities is clearly stated Interface with other working formas and the subsequent client inancial objectives
and relects the decisions group members placement of the post- and exit strategies
reached by all parties
closing insurance program
PRE-ACQUISITION STRATEGIES PRE-CLOSE TEAM • Take advantage of portfolio • Beneit plan separation management
• Reduce expenses/increase EBITDA
ofice governance
opportunities and economics of scale
• Improve coverage eficiencies
• Provide opportunities for transactional
• Balance sheet protection
insurance products
POST-ACQUISITION PROGRAM DEPLOYMENT POST-CLOSE TEAM • Ongoing review of program • Retirement
• Handling day-to-day servicing
eficiencies and total cost of risk
• Designated points of contact for
• Co-iduciary investment services
(TCOR)
additional services
• Pension derisking strategies and cost
• Creating 3- to 4-year employee
reduction
• Handling of the renewal and
beneit plan strategy
marketing process
• Plan governance
• Continuity of compliance
Lockton Private Equity/Healthcare pitchbook 11 Lockton Companies
Pre- and post-close synchronization
Make our client the most Review purchase and sale
educated buyer relative to Evaluate, quantify, and agreements (PSAs) to Develop creative solutions
to convert deal-related
the management of the deine pre-closing liabilities understand the assumption obstacles into insurable risks
insurance expense of liabilities
Provide a post-closing
Ensure the assumption of insurance budget for pro Create eficiencies to meet
liabilities is clearly stated Interface with other working formas and the subsequent client inancial objectives
and relects the decisions group members placement of the post- and exit strategies
reached by all parties
closing insurance program
PRE-ACQUISITION STRATEGIES PRE-CLOSE TEAM • Take advantage of portfolio • Beneit plan separation management
• Reduce expenses/increase EBITDA
ofice governance
opportunities and economics of scale
• Improve coverage eficiencies
• Provide opportunities for transactional
• Balance sheet protection
insurance products
POST-ACQUISITION PROGRAM DEPLOYMENT POST-CLOSE TEAM • Ongoing review of program • Retirement
• Handling day-to-day servicing
eficiencies and total cost of risk
• Designated points of contact for
• Co-iduciary investment services
(TCOR)
additional services
• Pension derisking strategies and cost
• Creating 3- to 4-year employee
reduction
• Handling of the renewal and
beneit plan strategy
marketing process
• Plan governance
• Continuity of compliance
Lockton Private Equity/Healthcare pitchbook 11 Lockton Companies
