Strategic Partners
Strategic Partners
PRIVATE EQUITY
Unified Benefits Strategies for Private Equity and Portfolio Companies
Offering High-Quality Benefits That Retain Talent Across Portfolio Companies
Private equity groups face the challenge of balancing workforce retention, operational efficiency, and financial control across diverse portfolio companies. Memberly helps PE firms design and manage unified health plan strategies that reduce cost variance, strengthen recruiting, and deliver enterprise-level benefits to every employee — regardless of company size or location.
By leveraging shared resources, compliance expertise, and scalable plan designs, Memberly enables portfolio companies to offer competitive, affordable coverage while preserving flexibility and autonomy.
Retention Through Better Benefits
Attracting and retaining skilled employees across portfolio companies is critical to maintaining performance and continuity. Memberly designs health plans that deliver meaningful coverage, clear communication, and nationwide access — helping portfolio companies compete for top talent while aligning benefit costs with long-term investment goals.
Savings Through Common Ownership
Memberly helps private equity firms leverage common ownership to consolidate purchasing power across their portfolio. By grouping multiple entities under shared control, firms can access lower administrative costs, stop-loss rates, and network pricing, while maintaining separate legal and operational identities.This approach typically delivers 10–25% savings compared to managing benefits independently at each company.
Uniform Benefits With Local Flexibility
We build health plan frameworks that provide consistent benefits and compliance standards across all entities, while allowing for customization to meet local needs. This balance gives HR teams flexibility while maintaining unified reporting, brand consistency, and predictable costs — essential for scaling high-growth portfolio operations.
Simplified Management and Oversight
Memberly centralizes plan administration, eligibility tracking, and reporting, simplifying benefits management across multiple companies. Our integrated systems and vendor relationships make it easy for private equity partners to monitor costs, ensure compliance, and maintain transparency at every level of their portfolio. The result: fewer administrative burdens, greater accountability, and measurable performance insights.
