2020 basys Users Group
Lido Beach Resort

2020 basys Users Group Conference in Sarasota

The 2020 basys Users Group Conference will be held May 5 – 7 at the Lido Beach Resort, located directly on the Gulf Coast in Sarasota, Florida. This year’s conference will offer new interactive workshops for Claims, Pension and Fund Office customers, as well as hands-on training, updates on the basys product roadmap, regulatory updates and alerts, valuable networking events and activities, and much more. 

For more information about the 2020 basys Users Group Conference, including links to register or make your hotel reservation, click here

Jenny Morgan

Jenny Morgan presents at National Labor & Management Conference

Basys CEO Jenny Morgan was a featured speaker February 15 at the National Labor & Management Conference (NLMC), presenting advice on how to turn the challenges of a changing Taft-Hartley benefits landscape into opportunities to boost member service, efficiency and improved security. Learn more or download the presentation.

WindRose logo

WindRose Health Investors announces recapitalization of Baltimore benefits technology leader basys LLC

NEW YORK, July 19, 2018 — WindRose Health Investors, LLC (“WindRose”), a healthcare-focused private equity firm, announced that funds managed by WindRose have completed a recapitalization of basys, LLC (“basys”). Basys is a leading provider of benefits administration technology for the Taft-Hartley market that employs more than 130 people in the Baltimore area. Terms of the transaction were not disclosed.

Through this transaction, WindRose partnered with basys’ executive team to provide liquidity to the company’s retired founder and an infusion of capital to support its future growth. With WindRose’s investment, basys will be able to continue to expand its technology solutions, recruit and hire top technology, product management and support talent, and increase its market share of fund offices and third-party administrators across the United States and Canada.

Jenny Morgan, the Chief Executive Officer and a significant shareholder, will continue to run the day-to-day operations alongside the existing executive team, including Chief Technology Officer Ron Rock, and Vice Presidents Jeff Herman and Sean Cornelius.

“WindRose shares our vision of being a leading provider of benefits administration technology for the Taft-Hartley community and continuing to provide value to a market that puts serving its members first,” said Jenny Morgan. “This investment allows us to continue to enhance our technology, expand our services and provide additional tools and resources to enable our customers to better serve their members. WindRose’s strong network relationships and deep industry knowledge will help us expand our customer base and explore new pathways for growth.”

CJ Burnes, Partner with WindRose, said, “Jenny and her team have developed a market leading suite of complex software solutions and services that enable their customers to efficiently administer health and retirement benefits to their members. We are excited to be partnering with basys’ talented leadership team and we look forward to supporting their continued growth.”

Ziegler acted as financial advisor to basys. BMO Capital Markets served as the lead arranger for a senior secured credit facility. Hogan Lovells LLP acted as legal advisor to WindRose and Womble Bond Dickinson LLP acted as legal advisor to basys.