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 Merger & Acquisitions Risk is a key element in the financial modeling necessary to identifying and screening strategic merger, acquisition and reorganization opportunities. To achieve anticipated returns, risk must be managed. Investment professionals are adept at financial analysis, assessing market conditions and evaluating management strengths / weaknesses. Areté compliments these skills by providing timely and accurate assessment, analysis and delivery of information regarding the target company’s employee benefits, retirement, HR and insurance position to identify and address risk issues that could undermine the success of an investment or cause a direct liability.
Areté offers a team of motivated professionals who are dedicated to address and resolve client concerns and problems within very tight time frames. Areté provides complete due diligence support applicable for all types of transactions. Our services allow us to develop creative responses to a wide range of risk issues, including cost assessments for health & welfare plans, general benefit regulatory compliance problems and human resource compliance with state and federal mandates.
We enhance the value of an investment by reducing the cost of risk and saving money on acquisitions. Our experience has demonstrated that a proper assessment and treatment of liabilities can prove be critical in gaining a negotiating advantage. We have exceptional capabilities and experience that allow us to identify hidden and potential liabilities, quantify unresolved claims, highlight major gaps or weaknesses in a target company’s insurance program and secure cash flow. Your Areté team works in tandem with your other Advisers' to keep you fully informed of all issues that can impact the valuation of a transaction.
Areté merger, acquisition and due diligence support services include but are not limited to:
Pre-acquisition due diligence
- Identification of hidden and potential liabilities, unreserved claims, and cash-flow implications, as well as major gaps in the target company's current insurance and employee benefits programs including pension fund valuation and transfer
- On-site support / Due diligence integration
- Assistance with the identification of the skills and resources needed to ensure a smooth integration
Pre-closing opportunities
- Design of post-completion insurance and benefits programs before the transaction date to take advantage of enhanced coverage and competitive pricing
Post-closing opportunities, oversight & management
- Ensure recommendations highlighted in the due diligence reports are implemented
- Minimize disruption to employees
- Reduce cost / Gain operating efficiencies
- Create a communications strategy and infrastructure
- Motivate staff: Retention of key people
- Increase employee appreciation of benefit offerings
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