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Session B

The Role of Employee Benefits in M&A Deals

Presented By: Capital Group Benefits / Roundstone

Explore the significance of employee benefits, including compensation packages, health insurance, and executive perks, in the context of mergers and acquisitions. The discussion will focus on how these benefits influence deal valuation, integration, and overall transaction success.

Moderator:

Jay Booth
President
CGB

Forward Thinking / Accessible / Challenges the Status Quo / Creative Educator I am the President and Founder of CGB, which was established in 2000.

I am an active Managing Partner that focuses on consulting with my clients on employee benefits, compliance, implementing online tools and preparing for legislative changes. I was previously the president of the Northern Virginia chapter of NAHU and I am still an active member since I believe it is very important to be involved in and effect positive change in Health Insurance.

Panelists:

Scott Bollar
Vice President
PGTEK

 

 

Sam Nantz
Retired CFO
FH Furr Plumbing, Heating, Air Conditioning and Electrical Inc.

 

 

Mike Schroeder
Founder & President
Roundstone

Michael A. Schroeder has served as President of Roundstone since 2005. Mike offers more than twenty-five years of management experience and has a proven track record of building and leading fast-growing, innovative insurance businesses.

Roundstone is a health benefits captive providing self-funded solutions to small and mid-sized employers. Recognized as one of the fastest growing companies in America by Inc. 5000 for six consecutive years as well as a winner of the Northeast Ohio Top Workplaces Award since 2019, Roundstone’s continued success is a testament to the ever-increasing demand from business owners for a better way to fund their employees’ health benefits.

Prior to Roundstone, Mike served as Vice President and General Counsel for an insurance company while it transitioned into a NASDAQ listed AM Best A-rated insurer. He founded a medical malpractice underwriter and drove rapid growth prior to its acquisition. Mike also held senior executive positions with a worker’s compensation insurer, a non-standard auto insurer, and served as an associate of a Cleveland law firm. Named a finalist for the EY Entrepreneur of the Year Award in 2022, Mike is known for his innovative thinking in the insurance industry. He received his Juris Doctorate from The Ohio State University College of Law and received his Bachelor of Science in Business Management from Tulane University.

 

Conference Location

800 Maple Ave, East
Vienna, VA 22180
Tel: (703) 938-2300