Private Equity/Mergers & Acquisitions

Due Diligence and Consulting

Uncovering hidden or unknown risks is perhaps the most crucial component of the risk assessment phase. Work with our experts to uncover the risks affecting your transaction.  Our team delivers traditional risk transfer strategies, complex transactional insurance products and alternative risk financing.

Atlanta Georgia Palmer and Cay Headquarters

Property & Casualty

Insight and advice for your transaction

Providing complete due diligence services to help you fully assess the transaction and plan for any needed risk transfer.

Risk Assessment

  • Industry Expertise
  • Insurance Broking
  • Claims Consulting
  • Analytics
  • Risk Control
  • Customer Service
  • Global Solutions

Risk Transfer / Protection

  • Traditional Risk Transfer Strategies
  • Transactional Insurance Products
  • Retroactive Liability Coverage
  • Loss Mitigation

Benefit plan risk assessment & consulting

Our team’s deep understanding of health benefits allow us to provide a complete review of the financial spend of the plan.  Then we provide creative alternative solutions for new programs and manage the transition as seamlessly as possible.

Risk Assessment includes:

  • Financial Review & Summary of Benefit Programs
  • Benchmarking Analysis on Cost
  • Detailed Plan Design & Contributions
  • Compliance Review (ERISA & ACA)
  • Post-Close Go Forward Program Consulting

    • Provide cost-savings strategies for all benefit programs
    • Negotiate plans which support employee retention
    • Combine company culture needs with Private Equity goals
Private Equity Employee Benefits

Employee Benefits

What Our Clients Say

“Palmer & Cay delivered a detailed diligence report for the transaction which identified gaps in coverage. The gaps could have been an issue, but Palmer & Cay also provided creative insurance solutions that allowed the transaction to move forward.”

“Palmer & Cay made several improvements for both the Employee Benefit and Property/Casualty Insurance plans for the go forward insurance programs. These included better coverage, higher service levels, and lower overall costs.”

“The Palmer & Cay M&A team has a complete understanding of Representations and Warranties Insurance coverage and has relationships with the key insurance carriers. The program they negotiated exceeded expectations and made the transaction work.”