Case Study

← View all Case Studies

Growth Equity for Employee Benefit Enrollment Company

  • Location: Alabama
  • Sectors: Outsourced Human Resources Services, Employee Benefits, Business Services
  • Ownership: Privately Held
  • Situation Type: Private Equity Partnership

Company Overview:

Employee benefits education, communication and administration company that partners with large employers to provide professional and personalized benefits communication and enrollment.


The company was preemptively approached by a private equity investor which triggered the shareholders' exploration of alternatives. Brookline was engaged by the sellers to advise the company on strategic alternatives.

Brookline's Tailored Approach:

Brookline established a competitive process by identifying the other primary strategic and financial groups in the company's industry. Brookline created competitive leverage to drive value and support market terms for shareholders. Brookline created financial models and drafted presentation materials to communicate the management team's vision for the company going forward. Brookline positioned the company to maintain leverage through the transaction, managed the diligence process, and assisted legal counsel in negotiating all agreements to close the transaction for the shareholders.


The shareholders received a majority investment in their company from a private equity partner to help expedite the company's growth trajectory. The shareholders experienced a liquidity event and retained a significant ownership (~45%) in the company. Additionally, the company received a significant growth capital investment that provided the business the capital to more effectively build out its team and technology infrastructure to support ongoing double digit growth rates.

View all Case Studies