Performance Health

Business Services

Carleton McKenna provided exclusive financial advisory services to Performance Health in their acquisition by Liberty Company Insurance Brokers.

Performance Health (“PH”) is a comprehensive-service, third-party administrator providing total health plan solutions to association (AHPs) and self-funded health plans. Performance Health strategically targets sponsors with between 10 and 250 plan members offering services such as claims adjudication, concierge services, direct-to-member prescription medication assistance, case and chronic condition management, and cost containment solutions, among others.

The company facilitates benefit administration competitive with the services of a national carrier, while also maintaining high touch points across the value chain and delivering customized solutions expected from regional TPAs. Carleton McKenna served as the exclusive sell-side advisor to Performance Health.

Industry Expert

Paul H. Carleton

Managing Partner

Industry Expert

Christopher J. McKenna

Managing Partner

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