One value-creation lever. Every company in the portfolio.
Benefits is an operating expense at every company you hold — so reducing it lifts EBITDA at each one, with no revenue to chase, no plan redesign, no carrier disruption, and minimal operational lift. Roll it across the book and the savings compound into enterprise value at exit.
Operating-partner math: pure margin, repeatable, multiplied at exit.
Benefits is operating expense. Dollar for dollar, every dollar saved lifts EBITDA — the same lift through revenue, at a 10% margin, would take $10 of new sales. Based on historical client data, the program has averaged $6,000–$8,000 in annual savings per participating employee — $600,000–$800,000 a year per 100 participants. Results vary by workforce and plan design.
One playbook, rolled company by company. No bespoke turnaround and minimal operational lift — the plan, the carrier, and the people stay exactly as they are.
Recurring EBITDA isn't worth $1 — it's worth your exit multiple. At 8–12×, a six-figure annual saving becomes seven figures of enterprise value.
Model one platform company first. Then decide whether to roll it across the portfolio.
Pick the holding with the largest benefit-enrolled headcount. One de-identified census, one model, one leadership presentation. If the number holds, the playbook repeats at every other company — and if it doesn't, you've spent nothing finding out.
A value-creation lever that works across the whole portfolio.
Benefits savings is the rare lever that needs no top-line growth and no operational turnaround — it's pure EBITDA, repeatable at every holding.
Roll it across the portfolio and, at your exit multiple, that recurring saving compounds into enterprise value — created from a cost line each company was already paying.
No carve-out, no disruption — nothing about any company's plan changes.
Bring it to one company, or the whole portfolio. We'll model either.
A confidential model, built from each holding's de-identified census, shows how much of this opportunity the workforce actually holds — before you commit to anything.