EBS Fans Say…

Tom and the team at EBS have truly been a trusted partner. When we brought them on, they uncovered underlining opportunities for us to save while streamlining our benefits policies through impressive data and analysis. They managed our overall renewal process and Jason has empowered us to embrace data analysis in order to properly navigate contributions for our affiliates and some tough carrier transitions [Thank you Jason!]. We’ve also heavily invested in Val’s expertise to adopt strategic, corporate wellness programs and identify relevant wellness vendors – she’s been an integral part of our multiple year recognition as one of the Healthiest Company in Boston.

– Michelle Freeman, Senior Vice President, Director of Talent and Rewards at BrightSphere Investment Group (fma Old Mutual Asset Management (OMAM))


Skillsoft has gone through several acquisitions over the years, and EBS has been an invaluable extension of our own team for benefit plan transitions. When larger brokerage firms have sent ‘whoever is available’ when I needed assistance, our dedicated EBS team – the people I know and work with regularly – were always there. It makes a difference when you have a strong working relationship, especially during an acquisition when tensions can be high. Our EBS team knows me, my HR team, and has a full understanding of our characteristics and nuances as a company – all of which are their true value to us as our advisor and also the key differentiator for us during negotiations.

I regularly attend meetings at their office, and I like that when I walk in, there’s a strong family vibe that makes me feel like I’m walking into my cousin’s house. They are happy to see me and make me feel very valued as a client.

– Michelle Taupier, Director, Global Benefit Programs at Skillsoft


The reason I chose EBS and have chosen EBS for many years is because of the relationship we’ve built- a true partnership. Whether I need industry benchmarks to inform our employee benefits decisions, want to adopt a wellness program, or something else, I have complete faith that Ingrid and her team will not only be responsive but will get us the best outcome possible. And I like knowing that I don’t have to stumble over any formalities to get any complicated compliance questions answered immediately because Susan Sonkin – their in-house Compliance Specialist – is a wealth of knowledge. I put unwavering trust in their abilities and recommendations on how to be an employer of choice and I like that they operate as an extension of my team.

– Joe Frietas, Senior Vice President of Human Resources at Mimecast


Triumvirate continues to take full advantage of EBS’ scope of service offerings – everything from compliance review, to assisting with corporate wellness programs. We rely on EBS to manage a lot of the health & welfare support such as claims analyses as well as guiding us through the renewal process. And on top of all that, they keep us running smoothly with great annual renewal rates. The EBS Team is like having an additional person on our HR team!

– Bill Coe, SPHR, Vice President of Human Resources at Triumvirate Environmental


Tom, Chris and the entire EBS team have been a consistent, reliable presence for us, year after year. Through their strategic leadership, we’ve drastically improved engagement and retention by strengthening our benefits package and decreasing costs for our employees, not an easy feat! Under EBS’ guidance, we continue to add value for our employees by exploring new concepts and delivering thoughtful benefit programs and initiatives. They’re intrinsically motivated to keep us in the loop with industry changes that impact our business – so essential in today’s evolving economic and political environment.

I appreciate that EBS plays an active role in our employee communications and outreach by often participating in on our meetings as a resource and benefits expert. Best of all, when we come up with an idea to enhance our employee experience, EBS is the first to make sure we can foster it and get stakeholder buy-in. EBS simply makes sure that we are successful!

– Karen Ahern, VP of Human Resources at Planet Fitness World Headquarters


I am particularly impressed with EBS’ ability to scale with us. We’ve seen continuous growth and it’s important to have a benefits partner who can arm us with what we need at every growth stage and be able to pivot with us as our business pivots. DraftKings has relied on Josie, Dan and the EBS team to provide continued, unwavering, strategic guidance, direction and complex data analysis so that we can continue to explore new employer benefit opportunities that will save us time and money and that also position us competitively in our industry for the best talent.

– Niki Hruskocy, Manager, Total Rewards formerly at DraftKings


The EBS team are true advocates for my firm and have been a tremendous resource from both a healthcare and financial advisory perspective. Most brokers I know are reactive and show up twice a year, but it’s rare to have a broker as proactive and engaged as EBS. When I joined Canaccord, our 401k plan administration was disjointed, poorly executed and lacked the fiduciary attention it deserved. On the healthcare side, employees weren’t getting reimbursed properly, were mis-using flex spending accounts, and HRA’s were complicated and poorly communicated. Tom, Jason, Jim and Neil weren’t afraid to roll up their sleeves, and help me tear up what wasn’t working and put things back together in a way that worked for our company, and to the benefit of the employees.

They embraced opportunities to escalate issues where necessary such as jumping on conference calls to push other vendors to own up to their mistakes. And there have been times where I didn’t have to lift a finger where I expected to – often hearing them say, “we’ll run with this.” They’ll be there when you need them. When I experienced a personal setback last January, I heard from Tom, Neil, Jim and Jason separately and was taken aback by their generosity and compassion. They’re a fun, good group of people you instantly feel comfortable with and are glad they are on your team.

– Kim Singer, Managing Director, Head of US HR at Canaccord Genuity Inc.


We began partnering with EBS in 2016 after pursuing the need to find a team that balanced knowledge and solid guidance, and was readily accessible. Joe and the entire EBS team have been fantastic to work with…knowledgeable, friendly, and a true client business partner. They have more than exceeded our expectations. It’s rare to find service providers who actually deliver what they promise – Joe and the team do. EBS has a team full of talented and engaged people and we are incredibly pleased with our relationship.

– Christina Luconi, Chief People Officer at Rapid7

Our company brought on EBS to support our benefits and compliance strategies, functioning truly as an extension of our own internal team.  As a fast-growing organization, we needed a broker/consultant who could scale and flex with us. We quickly realized that the EBS team would consistently go above and beyond to meet our needs, deliver high quality work and weren’t afraid to dig in and tackle challenges as opportunities. They built a seamless structure around our health and welfare plan strategy. From plan design, renewals and claims analysis to provider management and market analysis, EBS has been our trusted partner. Most importantly, we’ve developed excellent relationships with Tom, Jason, Sue and many others throughout the years. They deliver impactful results and are a true pleasure to work with. 

– Anne McDonough, Senior Director, Total Rewards & Human Resources at Acquia



When Joe introduced himself to me in 2009, I was refreshed by how respectful he was of my current broker relationship. I was interested in EBS’ internal powerhouse, Susan Sonkin, so he put me on their compliance distribution list even though I wasn’t a client. Our needs had moved beyond the competencies of our broker’s services so I transitioned to EBS in 2012. Since then, in addition to assisting ArcLight, EBS has helped build the HR infrastructure for some of our portfolio companies. Their ability to manage specific requirements, address the varied needs of a wide variety of geographically dispersed organizations and deliver custom tailored solutions was impressive.

Their multidisciplinary approach is their differentiator – there’s a lot to leverage – and they aren’t afraid to introduce alternative plans and options you may not have considered, even if you decide against it or wait until later to pull the trigger.

They embody a forward-thinking, creative approach to long-term strategy, and this team holds themselves accountable more than almost anyone I know. You can trust EBS has your best interest, and they balance their relationships with HR leaders and with carriers exceptionally well.

– Karen Finn, Director, Human Resources at ArcLight Capital Partners

 Linda and the EBS team have been a wealth of information and support for us as we experience significant growth and are wearing many hats. They have delivered engaging and informative training sessions and lunch & learns to our human resources team on product specific information and relevant employee benefit related topics. They are an extremely valuable resource to us, bring a wealth of subject matter expertise to our relationship and are a true partner for us for everything benefits related.

– Susanna Zendejas, Human Resources Manager at ClearMotion


At every major business milestone (i.e., moving facilities and acquiring companies), EBS has never missed a beat, helping us every step of the way to make sure our employees feel taken care of. When English is a second language for many of them, EBS arms us with the tools and resources for engaging, interactive and successful benefits orientations, every single time. Josie even delivers the orientations in Spanish (!) – a true testament to their willingness to go above and beyond for their clients. Whatever challenge we face, we know EBS is there for us to find creative solutions that help cover costs.

– Julie Roix, Human Resources Manager at Kettle Cuisine