Bruce Batzer

Vice President, M&A

Jim Neill

Director, Investment Leader

Rachel Williamson

M&A Divisional Director

Paul Patten Ph.D

Managing Director

5 past transactions

Liazon

Acquisition in 2013
Liazon is an online benefits store that operates private benefits exchange for large and small businesses. Its flagship product, the Bright Choices Exchange, helps employers manage their health care costs by setting predictable budgets through a defined contribution funding strategy while guiding employees to purchase better coverage of health, dental, vision, life, disability, and other benefits. Launched in 2007, the platform’s operations are based in Buffalo, New York.

EMB

Acquisition in 2011
EMB is an award-winning international actuarial and business consultancy and software provider. Best known as an advisor to nonlife insurers, an area in which it works with 28 of the top 30 companies in the world, it also has developed its core analytical and predictive modeling capabilities to move into other business sectors and functions, such as banking and asset management, fraud prevention and marketing.

Watson Wyatt

Acquisition in 2009
Watson Wyatt Worldwide is a consulting firm that focuses on providing human capital, benefits, HR technologies, and financial management consulting services.

Towers Perrin

Acquisition in 2009
Towers Perrin is a professional services firm specialising in human resources and financial services consulting.

Kadiri

Series D in 2002
Kadiri offers a web-based solution that aims to support enterprise-wide compensation management. The company is based in Burlingame, California.
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