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September 16
​New York Insurance Veteran Brennen Parker Joins Alliant

Albany-based expert to provide industry-specific risk and insurance solutions to growing Northeast client base

NEWPORT BEACH, CA — Alliant continues to grow its thriving team in New York, adding Brennen Parker as Senior Vice President. The Albany-based Parker will design and deploy innovative insurance solutions to address industry-specific risks for a growing base of clients throughout the Northeast region.

“Brennen’s expertise in the private and public sector will be a tremendous asset for our client base in New York and throughout the Northeast,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His diverse industry experience and ability to grow and manage critical client relationships within the middle market makes him a strong strategic addition to our team.”

Parker is a seasoned insurance professional with more than 20 years of experience in property and casualty insurance, employee benefits, and strategic planning. He is highly regarded for his ability to create customized insurance solutions that address his clients’ unique needs and safeguard their long-term profitability.

Prior to joining Alliant, Parker was Senior Vice President with a privately held insurance agency in New York and a member of its Board of Directors. He earned a bachelor’s degree in history and political science from Siena College.
Parker can be reached in the Albany office of Alliant at (518) 362-1575 or at Brennen.Parker@alliant.com.

September 15
​John Loftus Joins Alliant Insurance Services

Cyber specialist called upon as co-cyber product leader

NEWPORT BEACH, CA — John Loftus, a recognized cyber security and privacy solutions authority, will work alongside Robert Horn to run Alliant’s cyber initiatives. Loftus has negotiated and placed some of the largest cyber insurance programs in the industry, excelling at structuring comprehensive insurance programs to protect clients in the event of a cyber incident.

“John is a highly skilled cyber risk and insurance specialist who excels in the area of understanding and assessing client-specific exposures,” said Ron Borys, Managing Director, Alliant Financial Institutions. “John brings unique industry specialization in the areas of financial institutions, large retail, higher education, healthcare, technology, media, and telecom. Bringing John on board demonstrates Alliant’s commitment to industry-specific resources and expertise, and continues to highlight our dedication to being a leader in specialty insurance products and solutions.”

Loftus maintains an extensive network of insurance recovery attorneys, incident response experts, chief information security officers, security consultants, and data scientists to ensure his clients receive the most pertinent and useful guidance on cyber risk and mitigation.

In his career thus far, Loftus has helped a number of companies successfully resolve complex cyber claims. This includes paid claims stemming from ransomware attacks, complex business interruption losses, protracted litigation and regulatory actions, business email compromises, and incident response costs.

In 2017, Loftus was named a winner of Business Insurance’s annual “40 Under 40” awards, which recognizes outstanding performers positioned to become the next generation of leaders in the insurance and risk management field. Prior to joining the insurance brokerage world, Loftus worked in private wealth management at two leading global financial service firms.

Loftus holds a bachelor’s degree from St. Lawrence University, where he earned All-American honors in lacrosse from the United States Intercollegiate Lacrosse Association. Loftus is based in New York and can be reached at (917) 572-8269 or John.Loftus@alliant.com.

September 14
​Transaction Liability Executive Joins Alliant Insurance Services

Larry Shapiro named Senior Vice President, Alliant Mergers & Acquisitions 

NEWPORT BEACH, CA — Larry Shapiro has joined Alliant as Senior Vice President, Alliant Mergers & Acquisitions. Shapiro, a seasoned expert on transactional liability insurance in the North American market, will serve as the Representations and Warranties team leader for Alliant Mergers & Acquisitions. 

"As we continue Alliant’s remarkable growth, we are thrilled to add a strong industry veteran of Larry’s caliber to our Transaction Liability Group," said Dan Schoenberg, Executive Vice President, Alliant Mergers & Acquisitions. “Larry’s capabilities and connections will complement our already exceptional expertise in representations and warranties insurance. Larry will help drive innovation and long-term success as the Alliant Transaction Liability brand embarks on its next chapter of expansion.”

Based in San Francisco, Shapiro will provide complex risk solutions to private equity firms and alternative asset investors, including transactional risk services, private equity procurement initiatives, post-acquisitions account management, and pre-close due diligence.

Prior to joining Alliant, Shapiro was a Senior Vice President within the Mergers & Acquisitions Group of a global insurance brokerage firm. Including his transactional insurance brokerage experience, Shapiro has more than 20 years of experience in the legal and financial services sectors. He previously practiced corporate and regulatory law at a top ranking law firm, served as in-house counsel at a commercial finance start-up, and performed a government relations function at a leading mutual life insurance company.

Shapiro holds a bachelor’s degree from Hobart and William Smith Colleges and a law degree from New York Law School.

Shapiro can be reached at (415) 730-5488 or at Larry.Shapiro@alliant.com.

September 09
​The Holidays Arrive Early as Alliant’s Seattle Office Raises $100,000 for Charity

Alliant employees and carriers join forces to donate to 21 charities in early holiday charity drive 

NEWPORT BEACH, CA — The holidays arrived early at the Seattle office of Alliant, as a dedicated group of employees and carriers joined forces to raise a record-breaking $100,000 for 21 charities. The early holiday charity drive was a direct response to the urgent need for a wide array of critical community services and resources in the wake of the COVID-19 pandemic and social justice movement. Previously an employee-exclusive endeavor, the office expanded its reach in 2020 to include carriers, yielding its highest-ever fundraising total. 

“The events of 2020 made it apparent that communities need vital funding and services immediately, and there was no time to waste,” said Steve DiPietro, Managing Director, Alliant Employee Benefits. “In the urgency of this moment, our employees and carriers came together to make a significant positive impact across a broad range of causes. The result was truly inspiring.” 

Alliant encouraged its clients to nominate charities and causes for the 2020 event. Alliant employees and carriers then worked together to raise funds for the nominated organizations. Those receiving funding spanned across Washington State and Alaska and support a breadth of causes including education, children’s services, social justice, healthcare, and others. They are:

  • Access Alaska
  • Anchorage Neighborhood Health Center
  • BEAM
  • Black Lives Matter Global Network
  • Community Health of Central Washington
  • Community Justice Action Fund
  • Council on Brain Injury
  • Hope Community Resources
  • Hopelink
  • Infectious Disease Research Institute
  • Innocence Project
  • Kittitas County CASA (Court Advocates for Children)
  • The Lighthouse for the Blind
  • Northwest Harvest
  • Orion Works
  • School’s Out Washington
  • Seattle Union Gospel Mission
  • Sound Strong
  • Treehouse
  • Volunteers in Medicine Clinic
  • Yukon Kuskokwim Health Corporation

Executive Vice President Courtney Touw and Managing Director Steve DiPietro spearheaded the effort and were supported by the entire Seattle office. The holiday charity drive is one of the many philanthropic activities Alliant supports through its national #Alliant4Others philanthropy initiative, reinforcing its mission to build up and strengthen the communities where it does business and in the world at large. 
 
This was the fourth year that the Alliant Seattle office has collected and sent out holiday donations to charities. The annual tradition will continue in 2021.

August 19
​Alliant Awarded Liability Insurance Contract for FAA and its Independent Contract Tower Operators

Federal Aviation Administration (FAA) selects Alliant as broker of record/contractor

NEWPORT BEACH, CA — Alliant Insurance Services has been awarded the FAA Contract Tower (FCT) Liability Insurance Contract effective July 1, 2020. Alliant was the incumbent on the rebid and has been the vendor/contractor since March 2015.

The Alliant team works closely with the FAA throughout the year by providing technical assistance to the FCT Program Office in all aspects of the aviation liability insurance program, including, but not limited to, claim management services, insurance brokerage, and advisory services.

“Our position as one of the largest Public Entity brokers in the country, combined with our expertise in specialty verticals, such as construction, aviation, energy, and marine, make Alliant the perfect partner for federal accounts,” said Peter Arkley, President of Alliant Specialty. “We deliver services like no other broker can. We deliver not only because we aren’t limited by geography, but because of our unique expertise and discipline.”

“Alliant looks forward to working on behalf of the FAA for efficiencies and enhancements to the program as it continues to grow and evolve over time,” said Regina Carter, Senior Vice President, Alliant. “The Federal Sector has a multitude of restrictive considerations in place, including a barrier to entry, which Alliant has been able to surpass and achieve in order to become the broker of record for the FAA.”

The FCT program was created in 1982 to allow airports that would be unable to afford the price of a traditional FAA-operated tower to enjoy the benefits of air traffic controller services. The program consists of 252 facilities located in 54 states and U.S. territories.

July 29
​Alliant Expands its Benefits Platform through the Acquisition of Senior Market Sales

Acquisition of Omaha, NE insurance marketing organization forms new line of business within Employee Benefits Group 

NEWPORT BEACH, CA — Alliant has entered into an agreement to acquire the premier insurance marketing organization (IMO) in the senior market, Senior Market Sales, Inc (SMS). The acquisition opens up a new line of business within Alliant’s Employee Benefits Group and brings a robust suite of innovative new insurance and financial services solutions to the firm that provide a defined strategic advantage to insurance agents across the United States.

“Integrating SMS’ powerful platform with Alliant enables us to provide our broker partners and their clients with service beyond today’s employee benefits,” said Tom Corbett, Chairman and CEO of Alliant. “This solidifies our commitment to a full-service benefits platform and diversifies our offerings with innovative new technologies, tools, and resources that will further enhance our products and services to agents across the U.S.” 

Founded in 1982, Omaha, NE-based SMS has more than 300 employees and 65,000 independent agents under contract. A technology leader with products and agents in all 50 states, SMS supports every facet of an agent’s business with a comprehensive senior product portfolio and a full range of tools, services, and marketing programs.

“Senior Market Sales and Alliant are truly a perfect fit. Both companies share common cultures and an entrepreneurial spirit. Both are client-focused and share an unwavering dedication to provide unparalleled service, quality products, and innovative solutions to our customers,” said Jim Summers, President of Senior Market Sales. “Joining Alliant pairs us with a national powerhouse in insurance and will provide SMS with a deep pool of resources and national reach, furthering our longstanding commitment to helping agents leverage time, make more money, and put their business in a position of distinction.” 

SMS’ broad product portfolio includes a robust suite of Medicare solutions, travel insurance, and financial services ranging from annuities to life and long-term care insurance. SMS also has a full-scale marketing platform. The new partnership with Alliant will further strengthen SMS’ reach and technology solutions as both companies partner to cultivate a forward-thinking platform for the future of employee benefits and consulting. 

The entire SMS team will join Alliant and continue serving clients nationwide under the Senior Market Sales name from its Omaha headquarters. Terms of the agreement were not disclosed.

July 17
Marcella Beasley Recognized by International Association of Insurance Professionals

Account manager named Young New Professional and Risk Management Professional of the Year

NEWPORT BEACH, CA — Alliant Insurance Services announced that Marcella Beasley, Account Manager, Alliant Construction, has received the Young New Professional of the Year and the Risk Management Professional of the Year awards from the International Association of Insurance Professionals (IAIP). These awards recognize members who have made significant contributions to the IAIP within two years of joining the association and who have demonstrated superior knowledge of the risk management field, experienced professional advancement through educational pursuits, and demonstrated leadership in the field.

“Marcella is a rising star and has made many positive contributions to the team, our clients, the community, and the industry,” said Trey Busch, Managing Director, Alliant Agribusiness. “This is well-deserved recognition of Marcella’s achievements. I wish Marcella continued success and I am proud to call her a member of our Construction Services Group.”

Due to the COVID-19 pandemic, the winners were presented with their awards at the 2020 Virtual Conference in June. The entire list of award recipients is available here.

Beasley was named 2019 Rookie of the Year by the IAIP and was a 2020 Rising Insurance Star Executive (RISE) recipient. Beasley earned bachelor's degrees in political science and in theater and dance from Santa Clara University, as well as a master’s degree in government and politics from St. John’s University, Rome Campus.

June 23
​Dan Schoenberg Joins Alliant Insurance Services

Transaction liability and tax insurance executive named Co-Leader of Mergers & Acquisitions Practice

NEWPORT BEACH, CA — Dan Schoenberg, one of the nation’s foremost authorities on transaction liability and tax risk insurance, has joined Alliant as Co-Leader, Alliant Mergers & Acquisitions. Schoenberg is a renowned expert in representations and warranties insurance, tax insurance, and litigation Insurance, as well as insuring other contingent risks in M&A and non-M&A-related situations.

“Alliant Specialty thrives on being a proactive partner to our clients, so adding Dan to our team was a win-win,” said Peter Arkley, President, Alliant Specialty. “His extensive expertise in representations and warranties and tax liability insurance will provide our clients with the competitive advantage needed to succeed in this challenging market landscape.”

Based in New York, Schoenberg will provide customized financial and transactional risk insurance solutions, including tax insurance, representations and warranties insurance, and insurance solutions to cover specific litigation and other contingent liabilities in public and private mergers, acquisitions and other corporate transactions. He will also place these insurance products for clients seeking general business and corporate risk management outside of a deal setting.

“Joining Alliant allows me to be a true advocate for my clients,” said Schoenberg. “Every dollar we save on these highly specialized insurance products is another dollar that the client can invest or distribute. Alliant’s unique management structure and one P&L platform lets me put extra money back in my clients’ pockets.”

Schoenberg has represented clients in many of the biggest and highest-profile M&A transactions in recent years. In 2019, Schoenberg placed over $40 billion of transaction liability and tax insurance.

Schoenberg will provide complex risk solutions related to taxes, M&A, restructurings, bankruptcies, and pending litigation to all Alliant clients, including private equity funds, high net worth individuals, financial institutions, and privately and publicly held companies across multiple industries.

Prior to joining Alliant, Schoenberg was a Senior Managing Director with the Transaction Liability Group of a global insurance brokerage firm. Schoenberg holds a bachelor’s degree in political science and government from The Johns Hopkins University and a Juris Doctor from Benjamin N. Cardozo School of Law at Yeshiva University.

Dan Schoenberg can be reached at (212) 603-0207 or at Daniel.Schoenberg@alliant.com.

May 20
​Alliant and ACA Aponix® Launch New Cybersecurity Offering, PortCo Protect

New product designed to meet the needs of portfolio companies

NEWPORT BEACH, CA — Alliant Insurance Services announced today the launch of a new cybersecurity risk mitigation and transfer solution offering, PortCo Protect. Created in partnership with ACA Aponix, PortCo Protect is tailored to the needs of private equity managers and their portfolio companies.

“Uniting ACA’s proprietary assessment risk index with our risk modeling and analytics services was a win-win,” said Sandy Crystal, Executive Vice President, Alliant Specialty. “Now, more than ever, it is imperative that firms are aware of their exposures and have the right protections in place; PortCo Protect provides that.”

As a unified force, PortCo Protect brings a variety of perspectives and comprehensive experience in risk management and insurance underwriting to meet the unique cybersecurity needs faced by the financial services industry.

“We are very excited to partner with Alliant and bring our collective expertise to our clients. Today, it is not a matter of if, but when a company will find themselves a victim of a cybersecurity breach,” said Chad Neale, Partner, ACA Aponix. “PortCo Protect has been designed to take advantage of our firms’ synergies to elevate the cybersecurity defenses for our clients, and through those efforts, provide them access to more comprehensive cybersecurity insurance coverage.”

PortCo Protect provides private equity firms with a compressive solution addressing all aspects of cybersecurity risk management. The program provides cybersecurity maturity assessment and risk scoring, access to top cybersecurity insurers, a simplified underwriting process, portfolio group pricing, and potential premium credit towards assessment.

April 02
​Alliant Names National Wrap-Up Program Leaders

Kevin Dolan and Craig Graham promoted to Co-Leads of National Wrap-Up practice

NEWPORT BEACH, CA — Alliant Insurance Services announced today the promotions of Kevin Dolan and Craig Graham to co-lead the national Wrap-Up insurance team for Alliant Construction Services Group. In the new leadership roles, Dolan and Graham are responsible for managing the growth of this rapidly expanding division, with a focus on delivering industry-leading Wrap-Up services to the largest public, private, and PPP construction projects across the country. Dolan and Graham will continue to be based in the company’s New York City and Los Angeles offices respectively.

“We are glad to welcome Kevin and Craig to their new roles and look forward to their leadership in building upon the Alliant brand as the largest and most trusted advisor of risk management services to the construction industry,” said Michael Cusack, Co-COO, Alliant Specialty. “Their commitment to client advocacy, market relations, strong management skills, and outstanding employee engagement, will position our organization for sustainable growth for years to come.”

Over the past nine years, Dolan and Graham have been instrumental in the success of Alliant, helping grow the Construction Services Group from inception to its current standing as the nation’s largest risk advisor and surety broker to the construction industry. In the Northeast, Kevin has been a dominant broker and client advocate, having led Alliant’s broking and placement efforts on the largest PPP project in the U.S. at LaGuardia Airport and largest private development at Hudson Yards. Graham has successfully managed significant client relationships and implemented major rolling and project-based Wrap-Up placements throughout the West. As co-leads of national Wrap-Up programs, Dolan and Graham will continue to develop and enhance the service offerings to provide high-value customer experiences across the company’s portfolio of large-scale construction projects.

Dolan holds a bachelor’s degree in marketing and finance from Providence College. Graham holds a bachelor’s degree in communication from the University of Washington and an MBA from Pepperdine University. Graham was named a Risk and Insurance Power Broker for the construction space in 2014.

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