Seeking Insurance & Employee Benefits Diligence Firm (Massachusetts)

January 21, 2026

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

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

Reply by an intermediary
from Harvard University in Dallas, TX, USA

Most insurance brokers of size will do this for free as part of their preparing a new insurance package. They review the existing coverage, loss history, etc. and propose a replacement package which you will need for an asset purchase. Ditto for employee benefit providers. Depends on the size of your deal, of course. We use IMA for insurance in DFW and they are very good.

Reply by a professional
in New York, NY, USA

Hi ^redacted‌, Luke tagged me on your post on Search funder. ^redacted‌ and I specialize in providing quality of earnings for the ETA space to help people buy businesses without overpaying. Chloe focuses on the healthcare industry. If you need any help on the financial due diligence we are happy to be a resource to you. redacted

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