Optimize outcomes and minimize risk.

Navigating the complexities of insurance programs across a diverse portfolio can be a challenging task. At Artex, we enhance operational efficiency by collaborating with your executive teams to effectively manage risk, reduce insurance costs, and increase profits across your investments.

Our advisors provide essential guidance during acquisitions and sales, minimizing risks for your private equity firm. With our optimization processes, we've delivered over $500 million in savings to shareholders across various industries.

Private equity advisory capabilities.

Our private equity solutions offer a streamlined process that can be leveraged in the following situations.

  • Take ownership of the risk management process.
  • Transform risk management into a corporate strength before an investor's exit.
  • Prepare carveout transactions for independent insurance management.
  • Use aggregated portfolio benefits.
  • Capture economies of scale while safeguarding portfolio companies against additional risks.
  • Ensure savings remain portable upon divestiture and compound as the portfolio grows.
  • Deliver solutions that significantly enhance an owner's multiplier effect.
  • Strive toward achieving a Total Cost of Risk (TCOR) that's 50% lower than competitors within a four-year timeframe.
  • Provide comprehensive current-state assessments of employee health insurance and benefit plans.
  • Establish an annual operating plan for continuous improvement and performance optimization while holding suppliers accountable to contractual obligations.
  • Operate efficiently within time-sensitive deal structures.
  • Ensure that insurance remains a non-issue or low-touch aspect for buyers.
  • Accurately forecast post-closing cost of risk.
  • Address any exposures of the target company to prevent unforeseen liabilities.
  • Assist clients in integrating acquired companies into existing risk management programs.
  • Analyze employee health insurance and benefits data across portfolios, offering a bird's eye view of all portfolio companies.
  • Create aggregated reports that give a comprehensive understanding of how company spending compares to others within the portfolio across industry verticals.

Our commitment to you.

As your trusted advisor, we prioritize your interests above all else. We deliver unbiased solutions using proven methodologies designed to manage insurance costs. We work collaboratively with you to enhance your control and understanding of your insurance programs, aligning our strategies with your organizational objectives
Our team of experts works side-by-side with your team to develop cost-effective insurance programs. By utilizing advanced analytics, we provide clarity in the complex world of insurance, ensuring your organization is optimally covered.

Your trust partner in insurance advisory.

Choosing Artex means partnering with a team dedicated to your success. We operate on a no-commission, fee-for-service model, guaranteeing unbiased advice that prioritizes your organization's best interests. Our commitment to delivering objective, high-quality insights guarantees that your organization receives comprehensive protection tailored to its needs.

Connect with our team

Todd R. Miller
Todd R. Miller
EVP, Risk and Benefits Advisory

Related Products & Services

Explore

Benefits Advisory

Artex's Benefits Advisory team helps organizations navigate the cost and complexity of employee health benefits using a "do-no-harm" approach that drives value and predictability.

Explore

Risk Advisory

Artex's Risk Advisory team transforms risk into opportunity using a no-commission, fee-for-service model and data-driven solutions that control costs while maximizing protection.