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TriServ Alliance, LLC
                                                       BNG Case Study
                                                            THE SITUATION

In September, 2008 the Braswell Nees Group, LLC (BNG) responded to an invitation to compete for a nationwide
retained executive recruiting engagement for a large number of senior managers/executives. After several
meetings with the company’s CEO, COO, CIO and acting head of Human Resources, BNG was selected and
awarded a two phase recruiting contract.

The client to be, TriServ Alliance, LLC (TSA) was at a virtual start from zero and needed to grow to 1400 people
in 11 Southeastern states. The new company was being sponsored by seven Blue Cross / Blue Shield
organizations, to bid on a $32b, six year Department of Defense (DoD) contract. The contracting agency, TriCare
Management Authority (TMA) is the health care provider for all U.S. military personnel, retirees, and their
dependants worldwide.

                                                        THE CHALLENGE

The BNG recruiting engagement was to be in two phases;

Phase one was defined as pre-contract award commencing in September 2008 to be concluded by June 2009,
the target date for awarding the contract. Thirteen (13) leadership positions from “C” levels to department
directors were required. The functional scope of the positions were in Medical Management, Legal, Finance,
Information Technology, Human Resources and Operations.

Phase Two was defined as post contract award, from June 2009 through March, 2010 (a ten month transition
period to be fully operational.) During this time BNG was to recruit for thirty seven (37) management positions
across all areas of the enterprise.

                                                         METHODOLOGY

In collaboration with the TSA executive team, BNG helped define and write the position descriptions for the
original 13 positions. BNG then retained several industry specific research professionals to start identifying
potential candidates while at the same time researching various professional societies in Health Care, Military,
Department of Defense, and Regulatory interests. In several instances, BNG partners joined the organizations in
order to become more knowledgeable on best practices and meet influential members who could assist with
introductions to qualified individuals. BNG partners also worked very closely with the TSA executive team in
soliciting ideas and names of individuals who were known to the team who could be sources of referrals.

After qualifying phone interviews, at least one BNG Partner met with the potential candidates for each position.
From those interviews, four finalist qualified candidates for each job were personally presented via written
assessment to the TSA hiring executive.



               E   X   C   E   L   L   E   N   C   E    I    N   E   X   E   C   U   T   I   V   E   S   E   L   E   C   T   I   O   N
RESULTS

By June, 2009 all thirteen original positions were filled with exceptionally well qualified individuals. In addition,
six positions that were scheduled for “post award” were moved ahead, including searches for three critical
regional operations positions. All positions had a diverse slate of candidates and were filled on schedule and
within budget.

BNG exceeded expectations in identifying and recruiting top professionals to join a startup healthcare provider
with no business, only a dynamic executive team with a plan to “Serve those who have served us so well!”

On July 14, 2009, the contracting agency (TMA) for the Department of Defense announced the selection of
United Health Government Plans (United Health Care) as the recipients of the contract.

                                                        POSITIONS FILLED

                                                VP, CHIEF HUMAN RESOURCES
  SVP, CHIEF LEGAL COUNSEL                                                                   VP, CONTRACT ADMINISTRATION
                                                           OFFICER

                                                                                                     DIRECTOR OF BANKING &
VP, CUSTOMER ADMINISTRATION                      DIRECTOR CLINICAL QUALITY
                                                                                                           TREASURY

 CHIEF INFORMATION SECURITY                                                                      SR. DIRECTOR HEALTHCARE
                                                 CHIEF SOLUTIONS CENTER (IT)
           OFFICER                                                                                      INFORMATICS

                                                                                                       DIRECTOR OF COST
CHIEF TECHINICAL OPERATIONS                     EXECUTIVE DIRECTOR, FINANCE
                                                                                                          ACCOUNTING

      DIRECTOR MEDICAL
                                                REGIONAL EXECUTIVE DIRECTOR                  REGIONAL EXECUTIVE DIRECTOR
     MANAGEMENT SYSTEMS
                                                      JACKSONVILLE, FL                              JACKSON, MS
        CONFIGURATION

REGIONAL EXECUTIVE DIRECTOR                         DIRECTOR OF OPERATIONS                       DIRECTOR OF OPERATIONS
        SAN ANTONIO, TX                                 JACKSONVILLE, FL                                   JACKSON, MS

                                                    DIRECTOR OF OPERATIONS
                                                        SAN ANTONIO, TX


                                                             TESTIMONY

“I am so impressed with the team that we – your team and ours – built. I pray there is a calling that will keep the
team together, but I know the hill is steep and high. Thanks again for the thoughts and sentiments. TriServ was
fortunate to have teamed with BNG. You three are the best.”

                 Charlie Abell, President & CEO
                 TriServ Alliance, LLC
                 July 16, 2009




                E   X   C   E   L   L   E   N   C   E    I   N   E   X   E   C   U   T   I   V   E     S   E   L   E   C   T   I   O   N

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Tri Serv Alliance Case Study

  • 1. TriServ Alliance, LLC BNG Case Study THE SITUATION In September, 2008 the Braswell Nees Group, LLC (BNG) responded to an invitation to compete for a nationwide retained executive recruiting engagement for a large number of senior managers/executives. After several meetings with the company’s CEO, COO, CIO and acting head of Human Resources, BNG was selected and awarded a two phase recruiting contract. The client to be, TriServ Alliance, LLC (TSA) was at a virtual start from zero and needed to grow to 1400 people in 11 Southeastern states. The new company was being sponsored by seven Blue Cross / Blue Shield organizations, to bid on a $32b, six year Department of Defense (DoD) contract. The contracting agency, TriCare Management Authority (TMA) is the health care provider for all U.S. military personnel, retirees, and their dependants worldwide. THE CHALLENGE The BNG recruiting engagement was to be in two phases; Phase one was defined as pre-contract award commencing in September 2008 to be concluded by June 2009, the target date for awarding the contract. Thirteen (13) leadership positions from “C” levels to department directors were required. The functional scope of the positions were in Medical Management, Legal, Finance, Information Technology, Human Resources and Operations. Phase Two was defined as post contract award, from June 2009 through March, 2010 (a ten month transition period to be fully operational.) During this time BNG was to recruit for thirty seven (37) management positions across all areas of the enterprise. METHODOLOGY In collaboration with the TSA executive team, BNG helped define and write the position descriptions for the original 13 positions. BNG then retained several industry specific research professionals to start identifying potential candidates while at the same time researching various professional societies in Health Care, Military, Department of Defense, and Regulatory interests. In several instances, BNG partners joined the organizations in order to become more knowledgeable on best practices and meet influential members who could assist with introductions to qualified individuals. BNG partners also worked very closely with the TSA executive team in soliciting ideas and names of individuals who were known to the team who could be sources of referrals. After qualifying phone interviews, at least one BNG Partner met with the potential candidates for each position. From those interviews, four finalist qualified candidates for each job were personally presented via written assessment to the TSA hiring executive. E X C E L L E N C E I N E X E C U T I V E S E L E C T I O N
  • 2. RESULTS By June, 2009 all thirteen original positions were filled with exceptionally well qualified individuals. In addition, six positions that were scheduled for “post award” were moved ahead, including searches for three critical regional operations positions. All positions had a diverse slate of candidates and were filled on schedule and within budget. BNG exceeded expectations in identifying and recruiting top professionals to join a startup healthcare provider with no business, only a dynamic executive team with a plan to “Serve those who have served us so well!” On July 14, 2009, the contracting agency (TMA) for the Department of Defense announced the selection of United Health Government Plans (United Health Care) as the recipients of the contract. POSITIONS FILLED VP, CHIEF HUMAN RESOURCES SVP, CHIEF LEGAL COUNSEL VP, CONTRACT ADMINISTRATION OFFICER DIRECTOR OF BANKING & VP, CUSTOMER ADMINISTRATION DIRECTOR CLINICAL QUALITY TREASURY CHIEF INFORMATION SECURITY SR. DIRECTOR HEALTHCARE CHIEF SOLUTIONS CENTER (IT) OFFICER INFORMATICS DIRECTOR OF COST CHIEF TECHINICAL OPERATIONS EXECUTIVE DIRECTOR, FINANCE ACCOUNTING DIRECTOR MEDICAL REGIONAL EXECUTIVE DIRECTOR REGIONAL EXECUTIVE DIRECTOR MANAGEMENT SYSTEMS JACKSONVILLE, FL JACKSON, MS CONFIGURATION REGIONAL EXECUTIVE DIRECTOR DIRECTOR OF OPERATIONS DIRECTOR OF OPERATIONS SAN ANTONIO, TX JACKSONVILLE, FL JACKSON, MS DIRECTOR OF OPERATIONS SAN ANTONIO, TX TESTIMONY “I am so impressed with the team that we – your team and ours – built. I pray there is a calling that will keep the team together, but I know the hill is steep and high. Thanks again for the thoughts and sentiments. TriServ was fortunate to have teamed with BNG. You three are the best.” Charlie Abell, President & CEO TriServ Alliance, LLC July 16, 2009 E X C E L L E N C E I N E X E C U T I V E S E L E C T I O N