Case Study

← View all Case Studies

Sale of Healthcare Employee Benefits Division

  • Location: Alabama
  • Sectors: Insurance Brokerage, Employee Benefits
  • Ownership: Privately Held
  • Situation Type: Strategic Acquisition

Company Overview:

Health insurance consulting firm whose clients are large, self-funded employers.


Brookline acted as a financial consultant and assisted the shareholders in divesting the company to one of the industry's largest strategic groups. The founder of the company desired to align his business unit with an industry strategic group that had a more competitive national brand with deeper resources, such as underwriting and actuarial services, to enable the existing management team to have additional competitive advantages in the marketplace.

Brookline's Tailored Approach:

Brookline managed a focused process that included all industry strategic acquirers, and assisted in the negotiation of a letter of intent and definitive agreements to divest 100% of the company.


Brookline assisted the sellers with a liquidity event, and the purchasing company acquired a highly effective team with a significant client base to complement its penetration strategy in the Southeastern US.

View all Case Studies