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April 12
Alliant Combines Specialty Practices, Forms Alliant Specialty Group

National specialty insurance group combines large portfolio of best-in-class practices under one powerful banner

NEWPORT BEACH, CA — Alliant Insurance Services has combined its extensive portfolio of industry-focused specialty insurance practices under one banner, forming Alliant Specialty Group. The new structure creates one of the nation’s largest and most diverse specialty insurance operations. Alliant Specialty Group will be led by Peter Arkley of company’s industry-leading Construction Services Group.

“The delivery of customized, industry-focused risk and insurance solutions has been the cornerstone of our organization for more than 90 years,” said Tom Corbett, Chairman and CEO of Alliant. “Alliant Specialty Group solidifies our commitment to being the nation’s specialty insurance leader and builds out a solid foundation for future growth.”

Alliant Specialty Group encompasses some of America’s most highly regarded insurance practices and covers a broad range of industries and sectors, including public entities, construction, agribusiness, energy and marine, healthcare, real estate, and many more. The arrival of Alliant Specialty Group comes in the midst of an extensive expansion campaign for Alliant, which has seen the company grow significantly through organic growth, talent procurement, and new acquisitions.

According to Arkley, the genesis of Alliant Specialty Group will create powerful synergies as the company continues to grow and expand.

“The teams that comprise Alliant Specialty Group will benefit from shared resources and collaboration, enabling us to further enhance our service offerings and expertise,” says Arkley. “Additionally, our group will work in concert with our Alliant Americas, Alliant Employee Benefits, and Alliant Specialty Insurance Services (MGA) divisions to deliver an innovative, full-service platform that covers the entirety of our clients’ insurance, risk management, and consulting needs.”

The Alliant Specialty Group will feature a multifaceted leadership team of renowned industry experts:

  • Peter Arkley, President, Alliant Specialty Group
  • Richard Ferrucci, Vice Chairman, Alliant Specialty Group
  • Jeff Moench, Co-Chief Operating Officer, Alliant Specialty Group
  • Michael Cusack, Co-Chief Operating Officer, Alliant Specialty Group
  • John Ludwig, Senior Managing Director, Alliant Specialty Group
April 05
​Alliant Acquires SES Insurance Brokerage Services

Acquisition of Santa Ana, CA firm adds innovative force in finance and real estate to growing MGA division

NEWPORT BEACH, CA — Alliant has acquired SES Insurance Brokerage Services, Inc., one of the nation’s most innovative financial institution and real estate investor program administrators. The Santa Ana, CA-based firm is highly regarded for delivering cutting-edge risk management, technology, and service solutions to clients nationwide. SES, with its extensive network of regional and national broker partners, will join Alliant Specialty Insurance Services (ASIS), the company’s growing MGA and program administrator.

“Joining forces with SES affirms our continued focus on partnering with innovative companies that have demonstrated leadership within the industries they serve,” said Tom Corbett, Chairman and CEO of Alliant. “SES’ proven combination of service, relationships, and technologies will provide a powerful advantage to Alliant as we continue to expand the reach and impact of our ASIS division.”

SES and its seasoned team of professionals provides a full range of forward-thinking solutions to the financial and real estate communities. The firm’s core portfolio of products and services includes:

  • Master Trust programs developed in partnership with “A”-rated carriers covering residential, commercial, farm, and land assets. These customized programs include master policies, excess earthquake and flood, excess liability, and various additional industry-focused products.
  • Targeted insurance products designed around the needs of investors owning portfolios of single family residential rental properties.
  • A full suite of leading-edge technology solutions, including a proprietary portfolio management system that clients use to manage properties and insurance policies.

“At ASIS, our charge is to provide broker partners and their clients with products and perspectives that are truly transformative,” said Sean McConlogue, President of ASIS. “SES is known industrywide for operating with vision, creativity, and purpose; attributes that meld seamlessly with our organization.”

As part of ASIS, SES will expand its reach and offerings through the size and strength of the Alliant platform.

“SES’ success was built on our ability to provide products and services that challenge convention, using collaboration and innovation to drive game-changing results,” said Blair Schrum, CEO of SES. “ASIS, with its powerful distribution relationships and deep resources, will provide an ideal platform by which we can further solidify our reputation as difference makers for our clients and partners.”
The executive leadership team of SES will continue to operate the company under its existing name and its management and service teams will remain in place. Terms of the acquisition were not disclosed.

March 30
​Alliant Wins California Jury Trial

NEWPORT BEACH, CA — A Fresno, California jury has delivered a verdict completely in favor of insurance brokerage firm Alliant Insurance Services and ten of its insurance producers after a lengthy trial. On March 22, the jury rejected every claim by Aon against its competitor, Alliant, and ten former Aon employees, including breach of fiduciary duty, aiding and abetting breach of fiduciary duty, breach of loyalty, intentional interference with contracts, and misappropriation of trade secrets.

The case arose from a 2014 departure of ten producers followed by other employees from Aon’s Fresno, Salinas, and Walnut Creek offices. After hearings in both California and New York courts, Alliant initially prevailed when a New York court both rejected Aon’s request for injunctive relief and held that California law applied to the dispute, followed by the California court’s 2015 ruling that Aon’s non-compete agreements were unenforceable under California law.

Aon argued the departures were a “raid” orchestrated by a conspiracy. But halfway through an eight-week trial, Aon dropped half of its claims. The Fresno jury ruled in favor of Alliant and rejected Aon’s remaining claims after less than five hours of deliberation.

Morgan Lewis partners Debra Fischer, Michael Banks, and Seth Gerber led counsel for Alliant and its California employees, supported by of-counsel Jeffrey Arrington and Robert Brundage and associates Adam Wagmeister, Ainsley Carreno, David Rosenberg, Joseph Marra, Karen Cho, and Claire Lesikar and Morgan Lewis partner Timothy Stephens in New York, with associates Matthew R. Ladd and Stephen Scotch-Marmo.

March 28
​New Orleans-Based Sajeo Arguelles Brings Financial Expertise to Alliant Employee Benefits

Multi-talented benefits consultant to focus on self-funded and captive programs for clients throughout the Southeast

NEWPORT BEACH, CA — Alliant is continuing to build out its New Orleans operation with innovative talent, adding proven financial expert Sajeo Arguelles to its Employee Benefits Group as Vice President. The New Orleans-based Arguelles will work with clients throughout the Southeast to design and deliver benefits solutions that reduce cost, increase coverage, and maximize value.

“Sajeo’s strong financial background and deep roots in the Southeast will prove a powerful advantage for clients throughout the region, enabling them to reduce premium expenditures and optimize the financial impact of their program,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits.

In his new role with Alliant, Arguelles will service clients from a broad range of industries, focusing on programs and solutions that leverage the financial markets to optimize performance, including self-funded and captive programs.

Prior to joining Alliant, Arguelles was Vice President with a New Orleans-based financial institution providing a range of benefits solutions, including program design, account servicing, claims management, and ACA compliance consulting. This followed a multifaceted and successful career as a financial advisor.

Arguelles will be based in the New Orleans office of Alliant, where he can be reached at (504) 312-4923 or Sajeo.Arguelles@alliant.com.

March 15
​Minnesota’s Kenneth Cooksey Joins Alliant

Midwest insurance veteran brings creative approach and broad industry reach to growing Alliant Americas division

NEWPORT BEACH, CA — Minnesota’s Kenneth Cooksey is bringing his creative risk solutions, broad industry reach, and deep Midwest insurance roots to Alliant. As First Vice President within the company’s Alliant Americas division, Cooksey will design and deploy a range of risk management and property and casualty insurance solutions to clients in the Minneapolis market, and throughout the region.

“As we continue to grow our presence in the Midwest, Alliant Americas is focused on bringing on forward-thinking insurance professionals who can navigate the ever-changing risk climate facing America’s businesses,” said Bob Bennetsen, Executive Vice President and Senior Managing Director, Alliant Americas. “Ken is known throughout the region for his innovation, service, and tenacity in handling even the most complex of risks.”

Cooksey joins Alliant with experience servicing clients from a broad range of industries, including energy, entertainment, building materials, construction, manufacturing, distribution, and many more. Throughout his career, he has gained high accolades for his ability to insure large and complex risks through a range of creative solutions, such as large deductible plans, captives, and risk retention groups.

Prior to joining Alliant, Cooksey was Senior Vice President with a national insurance brokerage servicing a large and diverse portfolio of clients. He earned a bachelor’s degree from St. Cloud State University and holds Chartered Property Casualty Underwriter (CPCU) and Certified Insurance Counselor (CIC) designations. Cooksey has also written and published various thought leadership articles in noted industry trade publications.

Cooksey will be housed in Alliant’s St. Louis Park, Minnesota office, where can be reached at (952) 697-3583 or at Ken.Cooksey@alliant.com.

March 13
​Alliant Acquires Burkhardt Consulting, LLC

Inland Northwest acquisition brings highly regarded North Idaho benefit management consultant onto the Alliant platform

NEWPORT BEACH, CA — The Inland Northwest continues to serve as fertile ground for expansion for Alliant, with the company acquiring Coeur d’Alene, Idaho’s Burkhardt Consulting, LLC. One of the region’s preeminent employee benefit management consulting firms, Burkhardt Consulting brings a proven track record in cost management, plan administration, and strategic consulting to Alliant’s growing Employee Benefits Group.

“The Northwest, with its expanding economy, diverse business landscape, and vast pool of talent continues to serve as a cornerstone of our acquisition strategy,” said Tom Corbett, Chairman and CEO of Alliant. “Scott Burkhardt has been a fixture in the region and excels at providing businesses with a truly unsurpassed level of expertise and service.”

Founded in 2003, Burkhardt Consulting provides a full range of employee benefit consulting services. The company is focused on helping employers creatively manage their programs and costs through a high level of service and day-to-day plan administration.

“Since our inception, the fundamental promise of Burkhardt Consulting has been to take special care of our clients with a level of dedication and service that cannot be replicated,” said Scott Burkhardt, owner of Burkhardt Consulting. “Joining Alliant places us on a team with likeminded professionals and provides a range of tools and resources that will enable us to take this commitment even further.”

Burkhardt joins Alliant, with the firm continuing to service clients from its Coeur d’Alene office. Terms of the transaction were not disclosed.

March 09
​Alliant Build America Award Recipients Announced

Prestigious award recognizes the best construction projects of 2016

NEWPORT BEACH, CA — Alliant Insurance Services and the Associated General Contractors of America (AGC) announced the winners of the 2017 Alliant Build America Awards.

The Alliant Build America Awards highlight the nation’s most significant construction projects. A panel of judges representing all areas of construction evaluates an impressive number of submissions every year, assessing each project’s complexity, use of innovative construction techniques, and client satisfaction, among other criteria. The awards, which were announced during the association’s annual convention in Las Vegas, are considered by many to be the most prestigious recognition of construction accomplishments in the U.S.

“The Build America Award recipients inspire and propel the construction industry; building exceptional projects, shaping America’s future, and creating opportunity within our communities,” said Peter Arkley, Senior Managing Director, Alliant Insurance Services. “We congratulate this year’s recipients – including Alliant clients Skanska and dck worldwide – as well as all of the other nominees for their commitment to excellence.”

“These awards highlight the most challenging projects that construction firms are building today,” said Mark Knight, the association’s President and President of Knight Construction Services LLC in Aberdeen, SD. "Moreover, the awards showcase how construction firms are using skill, technology, and collaboration to successfully build some of the most complicated and complex projects."

Skanska USA Building, Inc. was awarded for the Boston University Law School Addition & Tower Renovation in the Building Renovation Over $100 Million category. Skanska completed the $134 million phased renovation and construction project on a fully occupied and active campus; scheduling most work during off-hours, weekends, and non-disruptive periods. The first phase included construction of a 90,000 square foot addition to the law tower, while the second phase included a full restoration of the existing 98,000 square foot, 20-story tower, all while preserving the original aesthetics of the vintage, 1960s building. As construction manager, Skanska formed an integrated team and a true partnership, cutting costs and delivering 12 months early.

Skanska was also awarded in the Construction Management New category for the Novartis Institutes for Biomedical Research – Cambridge Campus Expansion Project. The project involved constructing two new biomedical buildings, including 795,000 square feet of laboratory, office, retail, and below grade parking space. This is the largest project completed by Skanska’s Boston office and was the largest building construction project occurring in the greater Boston area at the time. The team achieved significant savings for the client by using a flat procurement approach to contract directly with subcontractors. In addition, Skanska’s multi-trade prefabrication approach allowed the team to further reduce project cost and save time. The project was completed over 42 months, on time and on budget.

In addition, dck worldwide was recognized with a Merit Award in the Building New Over $100 Million category for The Mall of San Juan in San Juan, Puerto Rico, a joint-venture project with Bird, LLC.

A full list of the Alliant Build America Award winners is available here and pictures of the winners are available here.

March 06
​In Jan Nowak, Alliant Adds Gulf Coast Strength to Growing Energy and Marine Group

Louisiana-based marine specialist to service growing regional client base

NEWPORT BEACH, CA — Alliant has added one of the Gulf Coast’s leading marine insurance experts to its team, tapping Louisiana’s Jan Nowak as First Vice President. The arrival of Nowak signifies an ongoing push to expand the company’s Energy and Marine Group, both in the Southeast and nationwide.

“The Gulf Coast represents a significant growth area for Alliant, and having Jan on our team will provide clients with access to one of the region’s most experienced marine risk experts,” says Tom Corbett, Chairman and CEO of Alliant. “With marine exposures constantly shifting, we remain committed to providing strength and stability to our clients no matter what their business objective.”

Nowak joins Alliant with more than 37 years of insurance brokerage experience and extensive knowledge of marine-related exposures. Throughout her career, she has worked with vessel operators, shipyards, and various other connected industries.

Prior to joining Alliant, Nowak was Managing Director and Principal with a regional energy and marine insurance brokerage, where she oversaw business development, client service, marketing, auditing, and management. She attended the University of Wisconsin, Milwaukee.

Alliant’s Energy and Marine Group is in the midst of a remarkable phase of growth and expansion. In addition to its growth in the Gulf Coast, Alliant has also bolstered its marine practice through the addition of top-tier professionals in Portland and Houston, with an eye for continued growth nationwide. The group also made significant additions to both its Power and Utility and Renewable Energy divisions in the Northeast.

Nowak can be reached in Alliant’s New Orleans office at (504) 648-4236 or at Jan.Nowak@alliant.com.

February 27
​Alliant Brings Gulf Coast Marine Authority Tom Hood On Board

Leading marine risk expert joins Alliant amid continued regional growth

NEWPORT BEACH, CA — Alliant’s drive to bring some of the Gulf Coast’s leading marine experts on board continues, with the addition of Louisiana’s Tom Hood. As First Vice President, Hood will provide targeted insurance, risk management, and finance solutions to a growing portfolio of regional clients.

“As one of the Gulf Coast’s leading authorities on marine risks, Tom will provide an additional layer of strength to our growing Energy and Marine Group,” says Tom Corbett, Chairman and CEO of Alliant. “With marine exposures constantly shifting, we remain committed to providing strength and stability to our clients no matter what their business objective.”

A 28-year insurance veteran, Hood joins Alliant with experience servicing a broad array of energy and marine clients, including vessel owners and operators, shipyards, and oil and gas contractors. He also has expertise in identifying and mitigating a broad range of construction industry risks.

Prior to joining Alliant, Hood was Managing Director and Principal with a regional energy and marine insurance brokerage, where he oversaw business development, client service, marketing, auditing, and management. He earned his bachelor’s degree from St. John’s School of Risk Management, majoring in property and casualty insurance.

Alliant’s Energy and Marine Group is in the midst of a remarkable phase of growth and expansion. In addition to its growth in the Gulf Coast, Alliant has also bolstered its marine practice through the addition of top-tier professionals in Portland and Houston, with an eye for continued growth nationwide. The group also made significant additions to both its Power and Utility and Renewable Energy divisions in the Northeast.

Hood can be reached in Alliant’s New Orleans office at (504) 722-2000 or at Tom.Hood@alliant.com.

February 24
Alliant Welcomes New Power Brokers® to Growing List of Award Winners

Alliant producers recognized by Risk & Insurance for excellence in employee benefits, financial services, and real estate

NEWPORT BEACH, CA — Three more Alliant producers have joined the company’s growing list of award-winning brokerage talent, earning the lauded Power Broker® designation from Risk & Insurance. The diverse pool of 2017 honorees includes experts in employee benefits, financial services, and real estate.

“The talent and innovation of our producers stands as the foundation of Alliant’s continued growth and success,” said Tom Corbett, Chairman and CEO of Alliant. “Our 2017 Power Broker honorees are true leaders in their field who have consistently stood for Alliant’s core values of entrepreneurialism, service, stability, and strength.”

Alliant’s 2017 Power Brokers are:

  • Courtney Touw, Executive Vice President, Employee Benefits, a solutions-driven benefits consultant who was recognized for several large, public sector programs that posted significant reductions in healthcare spending.
  • Craig Goesel, Senior Vice President, Alliant/Mesirow, a longtime financial sector specialist who uses creative strategies and strong relationships to navigate a wide range of complex coverage issues, including mergers and acquisitions.
  • Michael G. Feinberg, Executive Vice President, Real Estate, a Boston-based expert who was recognized not only for his broad-based and competitive industry solutions, but for leveraging his extensive carrier relationships to ensure real estate clients are protected when a loss occurs.

In addition to the 2017 honorees, three Alliant professionals were named as Power Broker finalists: Michael Menerey, Senior Vice President, Employee Benefits, Nancy Ayers, Senior Vice President, Alliant/Mesirow Insurance Services, and Cara McGrath, Account Manager, Energy and Marine.

The Risk & Insurance Power Broker Awards are an annual selection of the most effective and influential commercial insurance brokers. The Power Broker designation is based on nominations by brokers and risk managers, and is judged based on the quality of the application and on references by risk managers in each industry sector. Hundreds of risk managers and risk executives are interviewed in the process of identifying and soliciting, evaluating, and judging the nominees.

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