Private Equity and
M&A Advisory Services
Empowering clients to maximize returns by strategically reducing risk across their portfolio.
In a market defined by unpredictability, high deal costs and significant risks, optimizing portfolio performance is more critical than ever. Cottingham & Butler’s holistic risk management approach delivers measurable value by safeguarding assets, enhancing workforce management, and driving cost efficiencies across your entire portfolio.
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Our team of Private Equity and M&A experts are dedicated to increasing client value at every stage of the investment process with our comprehensive products and services.
Risk Management Solutions
We specialize in delivering comprehensive, tailored insurance and risk management solutions that drive superior results for private equity firms. Our expertise in property and casualty insurance ensures that your portfolio companies are protected, compliant and optimally positioned for growth and profitability.
In-Depth Risk Management Assessment
We provide thorough risk, coverage, and cost evaluations during the due diligence process, identifying potential liabilities and gaps to inform better acquisition decisions.
Insurance Program Optimization
Our team reviews and benchmarks existing insurance policies, recommending enhancements to ensure comprehensive protection and cost savings.
Broad Market Access
Our extensive network of relationships with leading insurers domestically and across the world allows us to access a wide range of coverage options and competitive pricing.
Customized Solutions
We design and implement insurance programs tailored to the specific needs and risk profiles of each portfolio company, ensuring optimal coverage and cost-efficiency.
Claims and Safety Management
Our dedicated claims advocacy team helps negotiate and expedite claims processing to maximize recoveries.
Safety Programs
Our safety company SMSC provides tailored assessments, comprehensive training, and effective protocols to enhance workplace safety and reduce incidents to better protect employees and assets.
Benefits Advisory
Our employee benefits experts provide strategic consulting and tailored solutions to optimize benefits programs across your portfolio companies, ensuring maximum value and employee satisfaction.
Due Diligence
Our specialized M&A benefits team conducts thorough due diligence, identifying potential liabilities and synergies in target companies' benefit structures to inform deal valuations.
Benefits Design
We design and implement competitive, cost-effective and scalable benefits plans that can flex with portfolio company growth.
Competitive Benchmarking
Our proprietary benchmarking allows us to align portfolio company benefits with industry standards, ensuring competitiveness while controlling costs.
Rate Negotiation
We leverage our market power to negotiate superior rates and terms for portfolio-wide benefits programs, reducing costs while enhancing coverage.
Compliance Support
Our in-house compliance team offers ongoing support to navigate complex regulatory landscapes, mitigating risks across your portfolio.
Benefits Technology
We deploy and optimize industry-leading benefits technology solutions across your portfolio, streamlining administration, improving employee engagement, and providing actionable data insights.
Post-Acquisition Management
We provide expert guidance on benefits harmonization post-acquisition, minimizing disruption and maximizing employee retention during critical integration periods.
The Cottingham & Butler Difference
Delivering Unparalleled Value in Private Equity
An Exceptional Team
Our success stems from a distinguished Private Equity team, blending seasoned leadership, specialized analysts, and diverse experts to deliver comprehensive, results-driven insights.
Get Started
Don't just take our word for it – experience our expertise firsthand. We offer multiple ways to get acquainted and demonstrate the value we bring to your portfolio:
Acquisition
Due Diligence
Let us conduct a thorough due diligence on your next acquisition, showcasing our expertise in risk assessment and value identification.
Portfolio Company
Deep-Dive
Engage us for an in-depth analysis of a portfolio company that needs strategic intervention. We'll provide actionable insights to drive performance.
Portfolio
Benchmarking
Gain a competitive edge with our comprehensive benchmarking across your portfolio companies, identifying opportunities for growth and optimization.
