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Daymark Capabilities 2011
Daymark Capabilities 2011
Daymark Capabilities 2011
Daymark Capabilities 2011
Daymark Capabilities 2011
Daymark Capabilities 2011
Daymark Capabilities 2011
Daymark Capabilities 2011
Daymark Capabilities 2011
Daymark Capabilities 2011
Daymark Capabilities 2011
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Daymark Capabilities 2011

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Daymark Advisors Capabilities Presentation

Daymark Advisors Capabilities Presentation

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  • 1. Overview and Capabilities Summary 2011
  • 2. Daymark Profile <ul><li>Daymark Advisors is a Baltimore-based management consulting and advisory services firm. </li></ul><ul><ul><li>We primarily serve the insurance, benefits and workplace marketing business sectors. </li></ul></ul><ul><ul><li>Daymark helps client firms to grow organically or through acquisition activities. </li></ul></ul><ul><ul><li>Daymark Advisors, LLC is a registered investment advisor pursuant to the state securities laws of Maryland. </li></ul></ul><ul><li>Daymark clients ask us to help accelerate the growth of their businesses. We convert concepts to action plans, and then to results. </li></ul>
  • 3. We Have Deep Insurance Industry Expertise <ul><li>Product Expertise </li></ul><ul><li>Property and Casualty (commercial and personal) </li></ul><ul><li>Group health insurance </li></ul><ul><li>Voluntary and “lifestyle” products </li></ul><ul><li>Individual & Group products </li></ul><ul><li>Annuities </li></ul><ul><li>Reinsurance </li></ul><ul><li>Operational Expertise </li></ul><ul><li>Strategic planning </li></ul><ul><li>Underwriting </li></ul><ul><li>Finance </li></ul><ul><li>Marketing and marketing communications </li></ul><ul><li>Distribution strategy and strategic alliances </li></ul><ul><li>Sales and business development </li></ul><ul><li>Managing agent and broker networks </li></ul><ul><li>Customer service and claims </li></ul><ul><li>Payroll and benefits administration technologies </li></ul>
  • 4. Consulting Services <ul><li>We listen and tailor a management consulting approach suited to your business objectives. </li></ul><ul><li>Daymark’s approach is strategic and tactical. Developing the roadmap is the first part of our job; helping you implement it immediately follows. </li></ul><ul><li>We’ve launched more than a dozen entrepreneurial ventures; we’ve handled nearly two dozen corporate assignments with the world’s leading insurance carriers and payroll firms; and we’ve handled consulting engagements for over 150 firms in our 10 year history. Our clients benefit from our cumulative experience. </li></ul>
  • 5. Consulting Services: Select Client Profiles <ul><li>Building and executing a strategy to launch a new business unit focused on voluntary benefits for a well established, successful wealth management and benefits consulting firm. </li></ul><ul><li>Assisting with the organization, financing, and launch of a captive insurance carrier for small group self-funded plans. </li></ul><ul><li>Completing an assessment and analyzing capabilities for an insurance carrier to enter the voluntary worksite market. </li></ul><ul><li>Branding, marketing communications and media relations for a benefits enrollment technology firm in its outreach efforts to partner with carriers and payroll vendors. </li></ul><ul><li>Developing and implementing sales training and sales management programs for an employee benefits agency. </li></ul>
  • 6. Advisory Services <ul><li>Daymark provides merger and acquisition (“M&A”) services for buy and sell-side transactions valued in the $5-$100 million range </li></ul><ul><li>Daymark’s M&A services include: </li></ul><ul><ul><li>Research of potential markets (buy and sell side) </li></ul></ul><ul><ul><li>Specific target identification </li></ul></ul><ul><ul><li>Sourcing, cultivation, and qualification of candidates </li></ul></ul><ul><ul><li>Valuations </li></ul></ul><ul><ul><li>Deal structuring </li></ul></ul><ul><ul><li>Negotiations </li></ul></ul><ul><ul><li>Due diligence and technology assessments </li></ul></ul><ul><ul><li>Post-transaction integration plans </li></ul></ul>
  • 7. Advisory Services: Deal Profile <ul><li>A recent Daymark M&A transaction involved: </li></ul><ul><ul><li>Buy-side engagement </li></ul></ul><ul><ul><li>Daymark’s client was a publicly traded tax preparation, accounting, and financial services firm </li></ul></ul><ul><ul><li>From our network of relationships and familiarity with the industry sector Daymark identified the seller, a Mid-Atlantic based benefits broker </li></ul></ul><ul><ul><li>Total value of the transaction was in the $15-20 million range </li></ul></ul>
  • 8. Selected Advisory Transactions This Announcement appears as a matter of record only Keller Stonebraker Insurance has acquired the business interests of HTG Insurance Group The undersigned acted as advisor to HTG Insurance Group in this transaction: Daymark Advisors, LLC www.daymarkadvisors.com This Announcement appears as a matter of record only RSM McGladrey Inc. has acquired the business interests of: Huber Oros & Co. LLC The undersigned acted as advisor to Huber Oros in this transaction: Daymark Advisors, LLC www.daymarkadvisors.com This Announcement appears as a matter of record only Capital City Bank Group Is providing financing for: Capital Insurance Agency The undersigned advised Capital Insurance Agency regarding this loan facility: Daymark Advisors, LLC www.daymarkadvisors.com This Announcement appears as a matter of record only Objective Data Storage LLC has acquired the business interests of: File Link Corporation and US Design, Inc. The undersigned acted as advisor to Objective Data Storage in this transaction: Daymark Advisors, LLC www.daymarkadvisors.com This Announcement appears as a matter of record only Group Benefit Services, Inc. has merged with ClientFirst National and ClientFirst Health Plans The undersigned acted as advisor to the ClientFirst Companies in this transaction: Daymark Advisors, LLC www.daymarkadvisors.com This Announcement appears as a matter of record only US Retirement Partners has acquired the business interests of: United Specialty Benefits The undersigned acted as advisor to United Specialty Benefits in this transaction: Daymark Advisors, LLC www.daymarkadvisors.com
  • 9. Our Experience <ul><li>Categories of Clients </li></ul><ul><li>Insurance carriers </li></ul><ul><li>Brokers, agents and general agencies </li></ul><ul><li>Agency networks and associations </li></ul><ul><li>Third party administrators </li></ul><ul><li>Investment companies </li></ul><ul><li>Financial services organizations </li></ul><ul><li>Benefits administration technology firms </li></ul><ul><li>Product and service providers serving the insurance industry </li></ul><ul><li>Software firms </li></ul><ul><li>Categories of Projects </li></ul><ul><li>Business plan development </li></ul><ul><li>Operational plan development </li></ul><ul><li>Worksite marketing strategy </li></ul><ul><li>Marketing strategy development / refinement </li></ul><ul><li>Marketing communications </li></ul><ul><li>Sales channel partnerships </li></ul><ul><li>New business models </li></ul><ul><li>M&A Services: deal sourcing, valuations, offering documents, deal structuring and negotiations </li></ul><ul><li>Due diligence services </li></ul>
  • 10. Representative Clients <ul><li>American Fidelity </li></ul><ul><li>Assurant Employee Benefits </li></ul><ul><li>Capital Insurance Agency </li></ul><ul><li>Client First Brokerage Services </li></ul><ul><li>Cornerstone Enrollment Services </li></ul><ul><li>Disability RMS </li></ul><ul><li>Electric Insurance Company (GE) </li></ul><ul><li>Falcon Technologies </li></ul><ul><li>Flexbenefits Group Limited </li></ul><ul><li>US Retirement Partners </li></ul><ul><li>First Financial </li></ul><ul><li>HTG Insurance Group </li></ul><ul><li>InBank </li></ul><ul><li>National Benefit Partners </li></ul><ul><li>RSM McGladrey Employer Services </li></ul><ul><li>Selden Beattie Benefit Advisors </li></ul><ul><li>The Warner Companies </li></ul><ul><li>The Gabor Agency, Inc. </li></ul><ul><li>Vision Financial </li></ul><ul><li>Pearl Companies </li></ul><ul><li>WebCE </li></ul><ul><li>United Specialty Benefits </li></ul><ul><li>Voluntary Employee Benefit Advisors </li></ul>
  • 11. Contact Daymark Jack Kwicien, CLU, ChFC, Registered Investment Advisor Managing Partner [email_address] Direct phone: 410-585-6571 203 Harborview Drive - Pierside Baltimore, MD 21230 www.daymarkadvisors.com

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