DAYMARK AD VISORS CORPO RATE PRO FILE               GROWTH CONSULTING               & FINANCIAL ADVISORY               Day...
Upcoming SlideShare
Loading in …5
×

Daymark Data Sheet

164 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
164
On SlideShare
0
From Embeds
0
Number of Embeds
5
Actions
Shares
0
Downloads
1
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Daymark Data Sheet

  1. 1. DAYMARK AD VISORS CORPO RATE PRO FILE GROWTH CONSULTING & FINANCIAL ADVISORY Daymark Advisors provides management consulting and merger and acquisition services. Daymark specializes in serving firms in the insurance, benefits, and human capital management industry sectors. We are distinguished by our extensive industry expertise which enables us to quickly understand our client’s strategic objectives and to work efficiently on their behalf. As a boutique firm, principals of Daymark are hands-on involved, ensuring complete professionalism, creative solutions, and timely execution. CONSULTIN G SERVICES MER GE R AND ACQUISITION SE RVI CES Daymark’s consulting services are tailored Daymark’s merger and acquisition (“M&A”) to our client’s specific business objectives services encompass both buy and sell side with clearly defined goals to accelerate the transactions in the $5 – 100 Million range. Our growth of our client’s business. Our team of professionals has over 15 years of accomplished staff has extensive insurance experience in structuring, negotiating, and product and operating experience enabling closing complex transactions. With significant us to effectively convert concepts to action domain expertise and contacts in the insurance plans, and then to results. industry, we work confidentially and discretely to ensure successful transactions. Example Projects:  Building the business plan and Our M&A services include: implementing the strategy to launch a  Research of potential markets new practice area for voluntary benefits  Specific target identification for a wealth management firm.  Sourcing, cultivation and qualification of  Assisting with the organization, candidates financing, and launch of a captive  Business valuations insurance carrier for small group self-  Drafting the “book ”(sell-side transactions) funded plans.  Deal structure development  Marketing communications, marketing  Negotiations collateral development, and media  Due diligence relations work.  Post-transaction integration planning  Completing an assessment and Contact Daymark Advisors analyzing capabilities for an insurance Jack Kwicien, CLU, ChFC, Registered carrier to enter the voluntary worksite Investment Advisor, Managing Partner market. jkwicien@daymarkadvisors.com S MA RT B E N E F I T S T R A T E G I C P L A N N I N G Daymark is a co-developer of SMART practice enabling tools for insurance and benefits professionals. The SMART online tools include: Benefit Strategic Planning. The only industry resource providing a well-defined roadmap and tools for navigating the benefit strategic planning process. Sales Management and Recruiting. An invaluable aid to insurance agency principals and industry sales management personnel.Tel 410.585.6570 ● www.daymarkadvisors.com www.smartadvisors.biz ● info@daymarkadvisors.com Daymark Advisors, LLC 203 Harborview Drive – Pierside Baltimore, Maryland 21230

×