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