Audit

Business Name
Business Website Address
Other area of expertise
Clinics, Referenced-Based Pricing, Analytics, Care Coordination, Direct Contracting, Rx Carveouts, Transparent Provider Networks, Direct Primary Care, Value Based Care
Long Business Description

Alera Group is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial companies across the United States.

Why work with Alera Group? Because we provide the best of both worlds – national scope combined with local service. Our mission is to transform the client experience by providing a greater depth and breadth of resources, innovative thinking and constant collaboration, while maintaining strong local relationships.

National Scope
Our clients benefit from our national resources and broad expertise. Whether we are:

> Designing an innovative and affordable benefit plan for a mid-sized corporation in Boca Raton, FL

> Guiding a wealth management client across the finish line into retirement in Anchorage, AK

> Consulting with a new risk management client about how to proactively reduce losses on construction sites in Boston, MA

Local Service
Each Alera Group company is unique, with individual local and niche industry specialties. Our offices care about their local communities and often have long-standing relationships with clients that span years or even generations. We encourage both a collaborative culture and the opportunity for each location to have its own personality. We believe this enables us to deliver exceptional client experiences and the best possible outcomes – positively impacting our employees, clients and the communities where we live and work.

Business Contact Name
Michael Engelhardt, Vice President, Benefits Consulting
Office location(s)
Downers Grove, IL, USA

BDO

Business Name
Business Website Address
Subject Matter Expertise
Business Contact Name
Robert Merl
Office location(s)
Ellicott City, MD, USA
Business Name
Business Website Address
Subject Matter Expertise
Business Contact Name
Michael Horwitz
Office location(s)
Boston, MA, USA
Business Name
Business Website Address
Other area of expertise
Sales Growth
Long Business Description

BlackCap is a metric-driven global manufacturing advisory firm that analyzes and implements financial improvements across the spectrum of a company's touchpoints (supply chain, operations, engineering, quality, finance, IT/cyber, sales & marketing, etc.). We have deep experience knowing where the "bodies are buried" in many verticals including automotive, medical device, pharmaceutical, food & beverage, packaging, consumer goods, building products, industrial goods, capital equipment, and others, both domestic and international. BlackCap is often engaged to optimize sales channels and expand markets, implement cost reduction initiatives, define and implement digital transformations, and assist in inorganic growth through greenfield and brownfield initiatives.

Business Contact Name
Andrew Pulkrabek
Office location(s)
United States (National) and International (Mexico, Germany, Israel, India, UK)
Business Name
Business Website Address
Subject Matter Expertise
Long Business Description

CBIZ, through an alternative practice structure with MHM performs audit services by issuing an opinion on the assurance of a company’s financial statements that can be relied upon by the client and the public who uses these reports. In addition, MHM will spend time understanding and evaluating the overall environment in which the company operates, as well as the internal control structure. We use this analysis of the company’s operations along with our review of the financials to express a fair opinion of the financial condition and operations of the company.

Business Contact Name
Michael Aquino, CPA
Office location(s)
Philadelphia, PA, USA
Business Name
Business Website Address
Subject Matter Expertise
Other area of expertise
Rapid response accounting and finance leadership firm
Long Business Description

Hollywell Partners LLC (Hollywell) is an accounting and finance consulting firm founded to provide big firm resources for a much greater value. We are here to help with your fractional, interim, and turnaround CFO and Controller needs through to technical accounting & finance, advisory, internal and operational audit, and other assurance services nationally and provide:
+ A mobile, scalable, highly responsive team ready to work through tight deadlines
+ Little in the way of overhead or needless administration costs with significant client, industry, and transaction experience

Business Contact Name
Mike Jerman
Office location(s)
Tampa, FL (HQ), working nationally throughout U.S.
Business Website Address
Other area of expertise
Financial Due Diligence
Long Business Description

We are CPAs who specialize in M&A and performing financial due diligence on both the buy-side and sell-side of transactions. We work with venture capital, private equity and corporate buyers and sellers.

Business Contact Name
Kevin Tomossonie, Founder
Office location(s)
New York, New York, USA