Daymark Capabilities 2011

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Daymark Advisors Capabilities Presentation

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Daymark Capabilities 2011

  1. 1. Overview and Capabilities Summary 2011
  2. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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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