Katie Valencius

Senior Consultant @Marsh McLennan Agency

Boston, MA, US

In this role, I am the lead consultant for Private Equity–backed clients and their portfolio companies. I advise clients on their benefits strategy, plan design, funding arrangements, compliance, and cost-containment solutions that align with business objectives. My work entails partnering with Private Equity sponsors on M&A activity, including- Benefits due diligence- Deal modeling and cost analysis- Post-transaction benefits integration and harmonization- Leading annual renewal strategy, vendor negotiations, and market placements- Supporting portfolio companies at various stages of maturity, from early-stage growth to mature enterprises- Presenting recommendations to executive leadership, boards, and investor groups

Providence College

Bachelor’s Degree, Double Major in Global Studies & Spanish

Massasoit Community College

Certificate, Interior Design & Decoration