Overview of BRP/BKS insurance JV with iPEO .

4. *
* Independent Insurance Broker in U.S.

5. 440+
94%
CLIENT RETENTION
MEDICARE
MIDDLEMARKET
MAINSTREET
SPECIALTY
INTERMEDIARY
120,000+
•
•
•
•
•
OUR VERTICALS
OUR OFFICES
*as ranked by Business Insurance, 2017
** as ranked by Insurance Journal, 2018,
ranked #76 in 2017
1, 2 Insurance Journal, 2017
3 IIABA
4,5 BKS-Partners Ranking, U.S., Fortune Magazine, 2015
OUR EXPERTISE

7. OUR PARTNERSHIP APPROACH
A UNIQUE PARTNER IN THE MARKETPLACE
Family / founder owned independent insurance brokerage and consulting firm
We understand the business, clients and culture that position us for lasting success
OUR PLATFORM AND CAPITAL STRUCTURE ARE BUILT TO PERPETUATE LONG-TERM INDEPENDENCE
We have a permanent capital base and make decisions in the context of the next 10 years, not the next quarter,
free of the strictures of private equity and Wall Street
Partner firms enjoy monthly dividends, ongoing opportunities for stock liquidity and instant access to capital
for acquisitions and growth

8. OUR UNPARRALLELED GROWTH
RULE OF 20
YEAR/YEAR
REVENUE GROWTH

10. The opportunity to take some chips off the table while
staying engaged in the business and build an enduring
legacy together. A strategy for internally perpetuating
equity while receiving liquidity upfront.
PARTNERSHIP MODEL

11. Proactive Client Journey
Strong Brand Presence
Deep Industry Relationships
Specialty Expertise
Vibrant Culture
Vanguard Advisory Services
Innovative Technology
Enablement
Proven Sales Method
Best Practices Sharing
Robust Infrastructure
Shared Resources
Top 50 U.S. Broker Distinction
ACCELERATED GROWTH TOGETHER
FOR YOUR GROWTH
Financial
Management &
Reporting
Colleague
Development &
Recruiting
PR, Marketing &
Client Experience
Enhancements
Industry Leading
Organic Growth
M&A Execution &
Support
Find Strength &
Capital Access

12. Access to Value Added
Resources
✔ X ✔ ✔
Access to High Level
Insurance Peer Group
✔ X ✔ ✔
Access to Markets,
Programs, Specialties
✔ X ✔ ✔
Community Commitment,
Trust and Reputation
X ✔ X ✔
Capital Available for
Subsequent Acquisitions
✔ X ✔ ✔
Ongoing Dividends X X X ✔
SELLER
CRITERIA
PUBLIC
BROKER
THE DIFFERENTIATORS
PRIVATE
AGENCY
SPONSOR

13. OUR VISION