Mergers & Acquisitions Support

When a merger or acquisition is under consideration, it is never too early to assess the legal and financial ramifications on employee benefits. These complex financial transactions are often negotiated in time-sensitive environments, with a critical determining factor being the ability to quickly extract and quantify the intangible liabilities and assets defined in various benefit plans and agreements.

Our actuaries have decades of experience helping both privately held and publicly-traded clients develop an understanding of the impact of a merger, acquisition, or divestiture, including:

  • Pre-agreement assessments
  • Due diligence support and audits
  • Transition consulting
  • Post-closing support