Seeking Insurance & Employee Benefits Diligence Firm (Massachusetts)

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by a searcher from Harvard University
in New York, NY, USA

5mos ago

Seeking Insurance & Employee Benefits Diligence Firm (Massachusetts)

I’m under LOI on a Massachusetts-based healthcare services business and am looking for introductions to an insurance and employee benefits advisory firm that supports transaction-level due diligence. This is for pre-close diligence covering both commercial insurance and employee benefits, with an eye toward identifying coverage gaps, cost issues, and post-close considerations. Experience working with search funds / ETA buyers and healthcare businesses is strongly preferred. Happy to take introductions via DM or email: redacted

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reply by a searcher 5mos ago
from University of New Hampshire in Phoenix, AZ, USA

Highly recommend ^redacted‌ and the team at Oberle Risk on the insurance side. I'm a client and they've been great. Happy to make an intro! ‌

reply by a searcher 5mos ago
from Bryant University in Springfield, MA, USA

^redacted‌ thanks for the connection. ^redacted‌ I just sent you a DM.