A Letter From Horton’s M&A Practice: What Merging with MMA Means for Our Clients

To our M&A clients,

When Horton initially developed its M&A Practice, our vision was to deliver a unique “concierge consulting” experience, offering our clients both personalized service and the expertise of a larger agency. Over the years, we believe we’ve achieved this by assembling a team of specialists in transaction liability, coverage and risk management, with dedicated resources in international relations due diligence and safety. This expertise has allowed us to make a difference in each engagement by enhancing your return on investment and improving your employees’ experience.

Most importantly, we have a passion for working with clients that is second to none. We truly feel like no one can compete with the experience Horton’s M&A Practice provides for its clients.

Now that we have become part of the Marsh McLennan family, we’re positioned to elevate your client experience even further. With access to an extensive network of local resources across nearly every market in the U.S., we’re expanding our services to bring even more targeted safety solutions and risk management resources to your projects. Our team, familiar to you for their pragmatic, results-driven approach, will be augmented by MMA’s specialized resources, enabling us to deliver an unprecedented level of support and insight.

In addition to the boutique approach we’ve provided for our clients, we have several new dedicated resources that we’ll be able to tailor to your needs and align with your investment goals. These include the following:

• Enhanced Due Diligence Capabilities – Across all stages of the deal cycle, we’ll provide deeper, more comprehensive analyses.
• Expanded Support Teams – Our teams will assist in preparing due diligence and developing strategic paths forward, tailored specifically to your needs.
• Advanced Benchmarking – We’ll ensure your post-deal strategies remain competitive and aligned with industry standards.
• Data and Analytics – We’ll provide sophisticated insights to help you navigate the most complex insurance market we’ve seen in decades.
• Human Resource Consulting – Our expanded capabilities will now support engagement and improve the culture for your new employees.
• Executive Benefits – We’ll deliver tailored executive benefit strategies to retain your top talent and secure long-term leadership stability in support of your company’s goals.

We know this transition will be entirely additive for our clients, but you will continue to receive the same concierge approach you’ve experienced with Horton.

• Our pragmatic approach will cut right to the issues that derail deals, while still ensuring we set your investment up for success.
• The same Horton advisors you’ve come to rely on will remain with you, overseeing each stage of the process from acquisition through exit, ensuring continuity and safeguarding the intellectual capital that underpins every aspect of our work together.
• Our team will continue engaging proactively with your operating partners, enhancing their experience and maximizing ROI on every project.

The resources gained through this merger are undeniable, and so is our dedication to maintaining the exceptional service and hands-on approach you expect from Horton. With MMA, we are positioned to bring greater safety and executive benefit resources into every engagement. We are more equipped than ever to support your leadership retention and succession planning objectives.

Thank you for your continued trust in Horton. As we embark on this exciting new chapter, we look forward to delivering the same exceptional value and impact that define our M&A Practice.

Warm regards,
Mike Richmond, Senior Vice President
Tony Hopkins, Senior Vice President