Strategic Expertise When You Need It Most.
Buy-Side Advising: Broker-Agnostic Consulting for Private Equity, Venture Capitol and Family Offices
Institutional investors face unique benefits challenges across their portfolio companies. Multiple broker relationships, inconsistent capabilities, fragmented purchasing power, and lack of enterprise-level expertise create inefficiency and suboptimal outcomes.
Vereo Partners provides buy-side advisory services specifically designed for private equity firms and their portfolio companies—delivering broker-agnostic strategic guidance that optimizes benefits across your entire portfolio.
Comprehensive Buy-Side Advisory
Portfolio-Wide Benefits Assessment:
- Complete inventory of benefits programs across all portfolio companies
- Broker relationship evaluation and capability assessment
- Cost benchmarking and competitive positioning analysis
- Compliance risk assessment across the portfolio
- Identification of optimization opportunities and quick wins
Strategic Broker Consolidation:
- Evaluation of consolidation vs. diversification trade-offs
- Optimal broker structure recommendations for your portfolio
- Competitive selection process for preferred broker relationships
- Negotiation of portfolio-level service agreements and fee structures
- Transition planning minimizing disruption to portfolio companies
Enterprise Purchasing Power:
- Aggregation strategies leveraging combined employee populations
- Carrier negotiations using portfolio-wide volume
- Vendor selection and contracting for shared service providers
- Stop-loss market strategies optimizing across multiple entities
- Cost savings quantification and value creation demonstration
M&A Due Diligence Support:
- Pre-acquisition benefits due diligence for target companies
- Post-acquisition integration planning and execution
- Carve-out strategy for divestitures
- Stand-up support for newly independent entities
- HR and benefits transition services management
Portfolio Company Support:
- On-demand strategic guidance for portfolio company leadership
- Best practice sharing across portfolio
- Benchmarking and performance tracking
- Compliance oversight and risk management
- Renewal strategy and carrier negotiation support
Platform for Value Creation:
- Benefits cost optimization driving EBITDA improvement
- HR infrastructure strengthening supporting operational excellence
- Talent attraction and retention enhancement through competitive benefits
- Exit readiness ensuring benefits house is in order for sale process
- Documentation and reporting supporting transaction processes
Why Private Equity Needs Broker-Agnostic Advising
Independence: We don't have existing broker relationships to protect or commission interests influencing recommendations. Our advice is purely in your best interest.
Portfolio Perspective: We think enterprise-wide, identifying opportunities individual portfolio company management may not see.
Speed and Efficiency: We understand PE timelines and deliver insights and recommendations at the pace your business requires.
Value Creation Focus: We frame everything through ROI and value creation lens—because that's what matters to PE sponsors.
Specialized Expertise: We understand the unique challenges of portfolio company benefits management, platform building, and transaction-related benefits issues.
Whether you're a PE firm with five portfolio companies or fifty, our buy-side advisory services optimize benefits strategy across your enterprise while maintaining the flexibility each company needs.
Advisory Engagement Models
Our advisory services are flexible and tailored to your needs:
Project-Based: Defined scope and deliverables for specific initiatives Retainer: Ongoing advisory relationship providing continuous strategic guidance Hourly Consulting: As-needed expertise for specific questions or limited projects Hybrid: Combination approaches matching your situation
Why Choose Vereo Partners for Advisory Services
Deep Expertise: Decades of benefits experience across all industries and organization sizes
Independence: Broker-agnostic perspective without conflicts of interest
Strategic Focus: We solve business problems, not just benefits administration challenges
Execution Capability: We don't just advise—we can execute recommendations when desired
Responsive Partnership: We work at your pace, on your timeline, with your priorities driving our work
Strategic Guidance When It Matters Most
Major benefits decisions and transitions require specialized expertise. Vereo Partners' advisory services provide the strategic guidance, objective analysis, and execution support that ensure success during your most critical benefits initiatives.
Facing a Strategic Benefits Challenge or Transition?
Let's discuss how Vereo Partners' advisory services can provide the expertise and support you need.
Contact Vereo Partners to explore how our advisory services can help you navigate complex benefits decisions, transactions, and transitions with confidence.
Experience the Vereo difference.
Contact us now to build a strategic advantage that sets your organization apart.