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Mergers& Acquisitions

EVCO offers expert guidance and support for companies navigating the complex landscape of mergers and acquisitions in the employee benefits and HR technology sectors. Our team of experienced professionals is dedicated to ensuring smooth transitions and maximizing value for all parties involved.

Full Acquisition

Quick and seamless transition allowing brokers to fully exit within 3-6 months.

Our Full Acquisition option is ideal for brokers seeking a quick, hassle-free exit from their business. We handle the entire transition process, allowing you to confidently step away within just 3-6 months. EVCO ensures a smooth transition for your clients, providing continued excellence in benefits management and maintaining strong client relationships long after your departure.

Sliding Acquisition

Structured payments provide ongoing income over several years, ideal for brokers planning retirement.

Our Sliding Acquisition model offers brokers structured payments over multiple years, ensuring continued income without the stress of daily operations. This model is perfect if you aren’t immediately ready to fully exit, providing financial stability and allowing you to comfortably plan your retirement or next steps without operational burdens.

Keep Working, Stop Servicing

Continue relationships and sales while EVCO manages all administration and client service.

Our "Keep Working, Stop Servicing" model allows you to do what you love—engage with clients and focus on new business—without the operational headaches. EVCO assumes full responsibility for benefits administration, client servicing, and technology management. You maintain your valued relationships and continue earning with generous revenue-sharing agreements, freeing you to achieve greater success and personal flexibility.

Technology-Driven Client Transition

Rapidly transition clients to advanced benefits administration technologies for greater satisfaction.

EVCO specializes in seamlessly transitioning your clients onto advanced benefits administration platforms such as Employee Navigator. Over 90% of our clients successfully adopt our digital platforms, significantly improving their employee experience. Our dedicated team ensures minimal disruption, enabling enhanced satisfaction and retention during and after the transition.

Dedicated Transition Support

Personalized support ensures a smooth, efficient transition process for brokers and their clients.

Our Dedicated Transition Support team provides personalized guidance throughout the transition process. From initial assessment and due diligence to client communications and onboarding, we handle every step efficiently. This tailored approach minimizes uncertainty and maximizes continuity, ensuring your clients experience enhanced service quality while you enjoy peace of mind.

Want to explore our acquisition process?

We make the complexities of an acquisition simple.