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Company Introduction May 2006. Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Corporate Profile 2006 Revenues $200,000,000+

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Presentation on theme: "Company Introduction May 2006. Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Corporate Profile 2006 Revenues $200,000,000+"— Presentation transcript:

1 Company Introduction May 2006

2 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Corporate Profile 2006 Revenues $200,000,000+ Employees 700+ Offices 21 offices in 8 States Industry Rank: 14 th largest in U.S. Market Identity Specialty Focus Middle Market Services Retail Brokerage Co-Brokerage Risk Management Consulting Benefits Consulting Underwriting Claims & Loss Control Human Resources Consulting

3 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Offices Driver-Alliant Kelter-Alliant Franey Muha-Alliant

4 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Revenue by Line Specialty P&C 40%

5 How are we organized?

6 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Organization

7 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Driver Commercial Overview 2005 business mix by operating revenue Alliant Revenue Founded in 1925, forms Alliant ’ s West Coast operating platform, specializing in middle market retail distribution. Largest independent insurance broker in California Dominant position in San Diego, Riverside, & San Bernardino markets Operates out of 10 offices in California, Arizona, and Washington Revenue of $57 MM H I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E WH I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E W Jerry Hall, President

8 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Driver Specialty Overview H I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E WH I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E W Founded in 1977 and primarily serving the public sector Provides clients with proprietary programs distributed on a retail basis The company ’ s largest client (CSAC) and largest program (PEPIP) both reside in this operation Heavy concentration in California but now doing retail business in 30+ states Current Revenue of $52.5 MM Ralph Hurst, President Alliant Revenue 2005 business mix by operating revenue

9 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Alliant Specialty Overview H I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E WH I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E W Alliant Specialty is the primary platform for program based co- broker distribution Primary component of the operation today is ‘ Tribal First ’ which provides advantaged programs to Indian Nations across the country Major initiative for this operation is expanding the reach of our public sector business via co-brokerage distribution Current revenue is $30.5 MM Alliant Revenue Sean McConlogue, President 2005 business mix by operating revenue

10 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Alliant Risk Services Overview H I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E WH I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E W Formed in 2000 to provide non-brokerage services to clients and programs Two primary groups: Underwriting Services and Business Services Underwriting Services creates greater control and additional revenue for program-based business Business Services (including Strategic HR) enhances the relationship between our firm and the client by providing best-in- class services Current Revenue of $13.4 MM Greg Zimmer, President 2005 business mix by operating revenue Alliant Revenue

11 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Overview Kelter Commercial Founded in 1930, forms Alliant ’ s Midwest regional operating platform Operates primarily in Michigan, Illinois and Ohio through 40+ employees One of the largest insurance agencies in the greater Detroit metropolitan area Specializes in lawyers ’ professional liability through its ProQuest program sold on both a retail and co-brokered basis with clients including 30 of top 200 U.S. law firms Current Revenue of $20.7 MM H I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E WH I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E W Michael Kelter, President 2005 business mix by operating revenue Alliant Revenue

12 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Overview Franey Muha Commercial Founded in 1973, forms Alliant ’ s Mid-Atlantic regional operating platform Operates primarily in Maryland, Pennsylvania, Virginia and DC through 100+ employees Distributes both Property & Casualty and Benefits products on a retail basis Largest distributor of insurance for land conservation and preservation-related exposures in the U.S. Current Revenue of $22.4 MM H I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E WH I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E W Bill Franey, President 2005 business mix by operating revenue Alliant Revenue

13 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Alliant - Corporate Services Overview H I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E WH I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E W Responsible for all corporate functions including: Mergers & Acquisitions Corporate Finance Accounting Human Resources Information Technology Legal Affairs Risk Management Carrier Relations The plan is to consolidate non-client related activities within Corporate Services and maintain client activities in the local operations. Alliant Revenue Driver Comm’l Kelter Comm’l Franey Muha Alliant Risk Alliant Specialty Corporate Driver Specialty

14 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Alliant - Corporate Services Overview H I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E WH I S T O R I C A L F I N A N C I A L P E R F O R M A N C E R E V I E W Responsible for all corporate functions including: Mergers & Acquisitions Corporate Finance Accounting Human Resources Information Technology Legal Affairs Risk Management Carrier Relations The plan is to consolidate non-client related activities within Corporate Services and maintain client activities in the local operations. Alliant Revenue Alliant $208MM

15 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Major Programs SectorPremiumExistence CSAC ProgramsPublic Entity$75 MM20 yrs PEPIPPublic Entity$70 MM14 yrs SLIPPublic Entity$ 6 MM8 yrs Tribal First WCIndian Nations$50 MM7 yrs TPIPIndian Nations$15 MM3 yrs Tribal First ALAIndian Nations$15 MM10 yrs Law FirmsCommercial$50 MM25 yrs Refuse HaulersCommercial$10 MM10 yrs Conserve-a-NationCommercial $8 MM10 yrs Parking GaragesCommercial$8 MM15 yrs EnergyCommercial$8 MM10 yrs

16 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Tribal First Commercial Programs Public Sector Programs ProQuest Conserve-a-nation Distribution Map

17 Financial Partner

18 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Lindsay Goldberg & Bessemer (LGB) On November 30, 2005 Alliant was purchased from its prior shareholders by a new group comprised primarily of your management team, brokers, and our new financial partner LGB Management and broker ownership represents just shy of 50% LGB is a $2.0 billion New York-based private equity fund LGB partners with: Well managed businesses committed to growth Companies that differentiate themselves in their industry

19 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution LGB’s Attraction to Alliant Stable and growing organization Specialty niche market focus Highly experienced management team Best in class organic revenue growth Strong producer culture Successful acquisition track record Committed to our vision

20 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Our Vision “Alliant will emerge as the premiere U.S. specialty broker providing advantaged, program- based risk solutions for the middle market.”

21 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Core Values Quality people Customer focused Entrepreneurial environment Open access to all resources Team environment Fair and equitable compensation Sustained growth and profitability Flat management structure Continuous improvement No politics

22 Producer Profile

23 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Producer Profile Alliant fosters a sales driven, entrepreneurial environment. Maintaining the flat organizational structure is dependent on hiring producers that are self motivated and do not require a significant amount of management. The average tenure for Alliant’s producers is 11 years.

24 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Producer Profile (cont.) Alliant’s producers are under contract which provides the company with protective covenants and the producers with… 35% commission (“new” and “renewal”) A post separation payment provision that provides the producer with “quasi-equity” in the business originated. It is Alliant’s philosophy to provide equity opportunities to its brokers. Such opportunities are considered on an individual basis.

25 Business Plan

26 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Business Plan Organic Growth: Recruitment of quality proven producers (i.e. “leveraged hires”) Creation and expansion of Broker Revenue Groups (BRG’s), broker teams that share personal income Continuation of Broker Development Program Providing our producers with differentiated products and programs Strategic Acquisitions: Builders not Sellers… we will acquire only strategic acquisition (for which there are no geographic bounds) Acquisition candidates will have dynamic sales culture that compliments Alliant’s values Candidates will typically be either specialty oriented or have a dominant geographic presence

27 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Historical organic revenue growth rate Best-in-class organic growth ’03’04’02’03’04’02’03’04’02’03’04’02’03’04’02’03’04’02’03’04’02’03’04’02’03’04’02’03’04’02 AlliantCompetitor average WillisMarsh & McLennan Hub International Arthur J. Gallagher AonBrown & Brown Hilb Rogal & Hobbs U.S.I. Organic growth drives employee opportunities!

28 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Proven acquisition history “Acquisitions are not the future but the foundation for future growth” Historical revenue and growth

29 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Where does this take us? 2005: $200M Revenue 2010:$500M Revenue A strategy of “independence” to: Maintain our Culture Provide Professional Growth Opportunities Enable an IPO by 2010

30 Growing a great company…

31 Copyright 2006, Alliant Resources Group, Inc. - Confidential, not for distribution Growing a great company… Driver Specialty Group Driver Commercial Group Franey Muha Commercial Group Kelter Commercial Group Alliant Specialty Insurance Services Alliant Risk Services (ProQuest)(Tribal First)


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