CLOs on the Move

Health In Tech

Health In Tech is an insurtech company focused on enhancing the self-funding process in the healthcare sector. The company aims to create efficient and innovative solutions that benefit individuals and businesses while improving the health insurance landscape. It operates a dynamic marketplace that utilizes third-party AI technology to deliver customized solutions. The company offers a variety of proprietary digital platforms and services that streamline the quoting and underwriting processes for brokers, third-party administrators, and insurers. Key offerings include reference-based pricing, group insurance captives, community health plans, and the eDIYBS platform for small and medium-sized employers. Additionally, the Health Intelligence Card and HI Performance Network are designed to improve the management of medical records and claims while providing cost-effective healthcare options. Health In Tech, Inc. is publicly traded on NASDAQ under the ticker symbol HIT and was founded in 2014. The company is led by CEO Tim Johnson and has around 80 employees.

Katzke & Morgenbesser LLP

Katzke & Morgenbesser LLP is a boutique law firm specializing in a broad array of executive compensation-related matters. We have extensive experience representing senior corporate executives and other management employees, companies, boards of directors and compensation committees with respect to complex and sensitive employment, severance, retirement, consulting, equity and other incentive compensation arrangements. Such representations are often in connection with public and private business combinations, acquisitions and divestitures for corporations and partnerships. Each of our named partners has more than twenty-five years of experience in executive compensation. As former partners at major New York and international law firms, we are uniquely situated to provide independent, high quality, focused and responsive service without the likelihood of potential conflicts of interest. Our Firm counsels clients primarily with respect to executive compensation-related matters. We routinely provide consulting, drafting and negotiation guidance to individuals, companies, boards of directors and compensation committees on a wide range of topics, including the following areas: - Employment, Severance, Retention and Consulting Agreements - Non-Competition, Non-Solicitation and other Restrictive Covenants - Equity and Cash-based Incentive Compensation - Deferred Compensation Arrangements - Partnership Arrangements - Retirement Arrangements/SERPs - Rabbi Trusts and other Funding/Financing Vehicles - Change in Control Programs and Arrangements - Code Section Section 409A Reviews - Advisory Services to Boards of Directors and Compensation Committees

demandDrive

demandDrive is the industry leader in sales development and demand generation. We provide clients with a full-service sales development function as well as data & demand generation programs to help them optimize their sales & marketing processes and increase revenue growth. demandDrive provides a dedicated team of Sales Development Reps and combines best practices in sales development and demand generation with industry-leading sales enablement tools to uncover and qualify new sales opportunities. demandDrive has become a pioneer in lead Generation, specializing in developing and executing custom sales / marketing programs for clients in the technology space. Services include, but are not limited to: - Integrated Inbound & Outbound Lead Generation - Startup Sales Acceleration - Data Services - Sales & Marketing Intelligence - Demand Generation Consulting demandDrive utilizes a consultative approach to kick-start lead generation and combines the flexibility of outsourcing with the expertise and continued development of a close-knit internal team. Dedicated Sales Development Reps are seasoned through an intensive dD Certification Program and work closely with clients sales and marketing teams to understand their product. This attention to detail allows for high volume, high quality and actionable sales opportunities. demandDrive has collected top honors such as being named to the Inc. 5000 list of fastest growing private companies in the US and being deemed one of the top 20 companies in the country for work-life balance (per Glassdoor).

Talvana Consulting

Trucordia

A top 20 U.S. insurance brokerage headquartered in Lindon, Utah, Trucordia, formerly PCF Insurance Services, offers a broad array of commercial and personal lines, life and health, employee benefits, and workers compensation insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 employees across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurances 2024 Top 100 Brokers and #13 on Insurance Journals 2024 Top Property/Casualty Agencies.