A Leading Health Insurance Company Engaged Stax to Assess the Opportunity for a New Business Within Several Target Markets

A Leading Health Insurance Company Engaged Stax to Assess the Opportunity for a New Business Within Several Target Markets

February 11, 2019
February 11, 2019

Share

THE SITUATION

  • The client seeks national expansion, planning to launch a new business, offering self funded plans for small group employers within several target markets.
  • Stax assignment: Determine addressable market size and assess the competitive landscape within the target geographies.

THE ASSIGNMENT

  • We conducted a comprehensive assessment of the target markets, the landscape and channel dynamics, determining current and potential market opportunity.

THE BENEFITS

  • Based on our assessment we were able to provide a market map of the commercial payer landscape in each target market, including: Size, Share and expected shifts in share.
  • Stax was able to provide a comparison and review of offerings and key competitors in the space for prioritization of most attractive markets for growth expansion.

THE FINDING

  • Growing Acceptance of Self-Funding:
  • There is growing awareness and interest in self-funding among smaller employers. More brokers are presenting self-funding as an option to smaller employers—sometimes to firms as small as 5–10 employees.
  • Broker’s Play a Large Role in Employer Benefits Decision-Making:
  • Benefits decision-makers in small-mid sized firms lack familiarity with both the extent and variety of available plan options as well as current regulations and their implications. Therefore, smaller employers tend to rely heavily on brokers to recommend the plans best-suited for them—entrusting them to understand their needs and shop for plans.
  • High Healthcare Costs is a Key Pain Point:
  • Driving down healthcare costs is a key concern for smaller employers as premiums and employer contributions continue to rise at 4%–5% annually over the last 5 years. Greater cost predictability and sustainable financial management are particularly critical for smaller employers in the current healthcare environment.

Read More

Grant Thornton Stax Provides Sell-side Support to MCCi on its Acquisition by Incline Equity Partners
January 28, 2026
Grant Thornton Stax supported MCCi, a leading provider of enterprise content management and workflow automation solutions, on its acquisition by Incline Equity Partners. Read more.
Grant Thornton Stax Provides Sell-side Support to Czarnowski on its Acquisition by Platinum Equity
January 23, 2026
Grant Thornton Stax supported event and live experience provider, Czarnowski, on its recent acquisition by Platinum Equity. Read more about the deal here.
The Mispricing of ESG: A Capital Markets POV on Sustainability, Value Creation, and Competitive Edge
By Anuj A. Shah & Joanna Daley January 23, 2026
Clearwater’s Joanna Daley and Grant Thornton Stax’s Anuj A. Shah unpack ESG’s financial relevance and the opportunities available to capital markets.
Grant Thornton Stax Advises Gauge Capital on Investment in Ecosystems
January 20, 2026
Grant Thornton Stax supported Gauge Capital on its recent strategic growth investment in Ecosystems, a category-defining SaaS platform for CVM. Read more about the deal.
Private Equity 2026 Outlook: What Buyers Are Selecting For, and Where Capital Is Concentrating
By Paul Edwards January 20, 2026
As PE enters 2026, buyer behavior is shifting. Learn what investors are selecting for, how growth is underwritten, and which sectors are attracting capital.
Grant Thornton Stax Advises Ares and AIR on KAON Acquisition​
January 12, 2026
Grant Thornton Stax supported Ares and its portfolio company, AIR, on its recent acquisition of KAON Automation, an Ireland-based industrial automation company. Read more here.
Show More