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January 19
Lauren Gregory Joins Alliant Insurance Services

​Public entity and infrastructure leader expands East Coast expertise

NEWPORT BEACH, CA — Lauren Gregory has joined Alliant Insurance Services as Senior Vice President, Alliant Specialty Group, Public Entity. Gregory will serve as a leader in Alliant Public Entity focusing on public entity and infrastructure, and will be located in New York.

Gregory expands Alliant’s expertise in public entity to the East Coast and will structure a Public Entity & Infrastructure team to provide more responsive and proactive service to East Coast-based public agencies. Gregory will also develop new public entity and construction clients.

“Lauren’s extensive risk management experience, legal background, and underwriting knowledge adds significant fire power to our team in New York,” said Michael Cusack, Co-COO, Alliant Specialty. “We are strong drivers in the West Coast public entity market, and with Lauren at Alliant, we have immediately advanced our public entity infrastructure capabilities in the East.”

Prior to joining Alliant, Gregory was Executive Vice President of a global insurance brokerage firm where she worked closely with the world’s largest port authority and some of the largest public entities in the country, including the New York Metropolitan Transportation Authority (MTA) as director of MTA Risk and Insurance Management. Gregory has also served as Senior Vice President of a risk management consulting firm where she specialized in captives. Of particular note, Gregory formed the first captive insurance company in the state of New York and was appointed as President of the company in 2003.

“Lauren is one of the preeminent public entity authorities in the industry,” said Dan Howell, Managing Director, Alliant Public Entity. “We are delighted to add someone of Lauren’s caliber to our team.”

Gregory earned a juris doctor degree from Touro College Jacob D. Fuchsberg Law Center and an MBA in risk management from the College of Insurance. She is admitted to the New York State Bar and is a Construction Risk and Insurance Specialist (CRIS) and an Associate is Risk Management (ARM).

Gregory can be reached at (631) 235-1590 or at Lauren.Gregory@alliant.com.

January 15
​Alliant Fortifies Insurance Consulting Offering in Northern California

STANCE Renewable Risk Partners to join Alliant Insurance Services

NEWPORT BEACH, CA — Alliant Insurance Services, Inc. has announced the acquisition of STANCE Renewable Risk Partners, an insurance due diligence and consulting firm based in the San Francisco Bay Area. The acquisition brings a team of highly skilled consulting veterans to Alliant who will help to broaden its capabilities.

STANCE is led by co-founders Sam Jensen and Anthony Retort, providing a streamlined, quality experience for clients with an emphasis on consulting for projects in the renewable energy space. Their unique process integrates seamlessly into project flow, allowing clients and counsel to focus on the broader picture of their company’s goals. John Ludwig, Co-COO, Alliant Specialty, stated: “The STANCE team is a great addition to Alliant; they complement our existing Nashville consulting operations nicely and help to further strengthen our energy consulting offerings.”

“STANCE is excited to be joining the Alliant team, said Sam Jenkins, Co Founder, STANCE. The continued growth of renewables, coupled with hard insurance market conditions, has resulted in a more complex and dynamic landscape in terms of placements and financing. From our perspective, broadening the energy consulting division will benefit the industry as a whole.”

Terms of the agreement were not disclosed.

January 15
Alliant Announces Acquisition of Seafax, Inc.

Information and reports aggregator

NEWPORT BEACH, CA — Alliant Insurance Services, Inc. has announced the purchase of Seafax, Inc., a leading provider of credit information and accounts receivable management services. Seafax has been a dominant presence in the food industry for over 35 years and has expanded to multiple verticals, including energy, logistics, and textiles.

Alliant Chairman and CEO Tom Corbett stated: “Seafax has extensive experience and knowledge in managing sophisticated credit information reporting programs, making the company a valuable addition to Alliant and aligning with the Alliant growth and acquisition strategy.”

“The Seafax platform gives clients insights into a potential customer’s financial stability as well as payment history, thus helping to protect our clients’ downside,” said Peter Arkley, President, Alliant Specialty. “The synergies between Seafax and our recently formed Alliant Trade Credit Group underpins our commitment to the credit risk sector and, most importantly, our clients. The information available through Seafax will empower clients with the business intelligence and expertise needed for strategic planning and operational success.”

Seafax President James Bonnvie stated: “We are excited to be part of the Alliant team. The Alliant suite of services will be of great value to our existing customers. Our knowledge and expertise in both the credit information and accounts receivable management sectors will be beneficial to the existing Alliant customer base.”

Terms of the agreement were not disclosed.

January 14
​Alliant Announces the Acquisition of One Source Risk Management Canada, Inc.

Alliant extends industry specialty capabilities into Canada

NEWPORT BEACH, CA — Alliant Insurance Services, Inc. has announced the acquisition of One Source Risk Management Canada, Inc., an insurance brokerage firm headquartered in Calgary. Alliant Chairman and CEO Tom Corbett stated: “The continued expansion of Alliant’s presence internationally, particularly in Canada, realizes a long-term goal for our organization.”

As the leading broker of credit and political risk insurance in North America, One Source provides clients with catastrophic loss protection without increasing credit exposures. One Source provides protection against excessive bad debts and customer insolvency.

One Source President George Babeu stated: "The One Source team is pleased and excited to be part of the Alliant organization. Having Alliant as our parent will help us continue to expand our footprint throughout North America and dramatically broaden our product offerings and value to our clients."

“We are excited about the addition of the One Source Canadian operation and look forward to offering our clients One Source’s North American capabilities,” said Peter Arkley, President, Alliant Specialty. The need for credit and political risk offerings throughout North America will continue to grow as we enter 2021, and Alliant is well positioned to meet the demand.”

Terms of the agreement were not disclosed.

January 14
​Alliant Announces the Acquisition of One Source Risk Management & Funding

Alliant formalizes new Alliant Trade Credit vertical

NEWPORT BEACH, CA — Alliant Insurance Services, Inc. has announced the acquisition of One Source Risk Management, an insurance brokerage firm with offices in the United States and Canada. Alliant Chairman and CEO Tom Corbett stated: “The addition of One Source advances our credit and political risk capabilities to position Alliant as a leader in this sector.”

As the leading broker of credit and political risk insurance, One Source provides clients with catastrophic loss protection without increasing credit exposures. Headquartered with its Global Operations and Service Center centrally located in Houston, TX, One Source maintains offices across the United States and in Canada. One Source provides protection against excessive bad debts and customer insolvency.

One Source President George Babeu stated: "The One Source team is pleased and excited to be part of the Alliant organization. Having Alliant as our parent will help us continue to expand our footprint throughout North America and dramatically broaden our product offerings and value to our clients."

The acquisition launches a new industry vertical within Alliant Specialty – Alliant Trade Credit. “We are excited to launch this new vertical and look forward to offering our clients One Source’s cost-effective and profit-enhancing solutions,” said Peter Arkley, President, Alliant Specialty. The need for credit and political risk offerings will continue to grow as we enter 2021, and Alliant is well positioned to meet the demand.”

Terms of the agreement were not disclosed.

January 11
​Alliant Acquires Vertus, Expands Global Benefits Capabilities

Chicagoland employee benefits firm adds diversified service profile and international capabilities to Alliant’s growing employee benefits platform

NEWPORT BEACH, CA — Alliant continues to expand its employee benefits platform, acquiring longtime Chicagoland employee benefits leader Vertus. The strategic acquisition adds a diverse profile of services and global benefits capabilities to the company’s Employee Benefits Group.

“In a crowded benefits marketplace, Vertus and its talented team of professionals have consistently separated itself from the pack by offering a broad spectrum of solutions backed by a proven commitment to personal service and advocacy for its clients,” said Tom Corbett, Chairman and CEO of Alliant. “The firm’s innovative approach to the benefits process will meld seamlessly with Alliant’s longstanding commitment to client-centric benefits consulting.”

Founded in 1994, Vertus provides a diversified portfolio of services and solutions to a national client base that includes medical and RX, dental, life, disability, absence management, and voluntary benefits. The firm also has a robust Global Benefits practice that supports businesses with overseas operations, helping them navigate the complex global benefits landscape.

“Vertus has realized significant growth in the marketplace by questioning the status quo of a ‘service provider’ and acting as a steadfast advocate for our clients,” said Mike Malouf, Managing Principal with Vertus. “Joining forces with Alliant aligns us with an organization that shares our service-first culture and provides a broad range of new resources and solutions that will only enhance our ability to provide our clients with first-class benefits programs that are efficient, cost-effective, and results-oriented.”

Malouf will join fellow Principals Dan Papajcik and Dan Yost, along with the entire Vertus team, at Alliant. Vertus will continue to service its growing client base from its Bannockburn, IL, headquarters. Terms of the agreement were not disclosed.

January 05
Alliant Acquires BridgePoint Risk Management

Agreement brings long-time provider of personal and commercial risk services under Alliant’s growing national platform

NEWPORT BEACH, CA — Alliant has acquired BridgePoint Risk Management, a national provider of personal and commercial risk management solutions. BridgePoint joins Alliant with a long-standing legacy of providing customized commercial and personal risk management solutions to individuals, families, and business owners nationwide.

“BridgePoint and its talented team of advisors have built an ironclad reputation for excellence based on their ability to listen to each of their clients and adjust to their rapidly evolving needs,” said Tom Corbett, Chairman and CEO of Alliant. “Their diversity of expertise and unwavering commitment to service will provide an additional layer of strength to both our property and casualty and private client service teams.”

BridgePoint provides a full range of personal and commercial risk services. With offices in Ohio, Connecticut, Arizona, and Florida, the firm has a national client base and a broad range of products and services that it customizes to each client’s unique needs. The BridgePoint team has extensive experience managing the complex needs of business owners, high-profile executives, athletes, entertainers, and collectors of fine art, jewelry, wine, and automobiles.

“BridgePoint Risk Management is grateful for our partnership with Alliant; specifically, their interest in not only our business but in the people who make our business run,” said Cleves Delp, Board Member and Owner of BridgePoint Risk Management. “Alliant’s national platform, deep well of resources, and talented team of professionals will only enhance our ability to provide competitive, customized insurance solutions that protect successful families and businesses and generate long-term results.”

BridgePoint and its service teams will continue to service its growing client base from their offices in Maumee, OH; Greenwich, CT; Phoenix, AZ; Palm Beach, FL; and Naples, FL. Terms of the agreement were not disclosed.

December 23
Alliant Acquisition Expands Surety Offering with Addition of Kentucky Based Surety Operation

​NEWPORT BEACH, CA — Alliant Insurance Services has announced the acquisition of L A Surety, a professional surety bond agency based in Louisville, KY. The acquisition will add six surety specialists to the Alliant roster and broaden the surety presence in the Southeast.  

“L A Surety provides world-class bonding solutions on a personal, local scale with the latest technology and automation tools available,” said Michael Cusack, Co-COO, Alliant Specialty. “We are excited to offer these capabilities to our surety clients. Together we are deeply committed to expanding the service offerings to all our clients in their respective communities.” 

Founded in 2013 L A Surety is led by Todd Loehnert and Brian Ayres. The firm provides bid, performance, payment, maintenance, supply, court, license & permit, and miscellaneous bonds. “Much like Alliant, L A Surety is committed to long-term successful relationships with both our clients and our surety companies,” said Todd Loehnert, President and Co-Founder of L A Surety. “Joining forces with Alliant provides access to powerful resources and people, which will help us continue on this path.”  

Loehnert, along with the entire L A Surety team, will maintain their exclusive surety offerings from their Louisville office location. Terms of the agreement were not disclosed.


December 23
Alliant Fortifies Surety Offering in Southern California

​Pinnacle Surety to Join Alliant Insurance Services

NEWPORT BEACH, CA — Alliant Insurance Services has announced the acquisition of Pinnacle Surety and Allied Bonding, a professional surety bond agency based in Costa Mesa, CA and Boise, ID. The acquisition brings 14 surety specialists to Alliant who will help to broaden capabilities.  

“Pinnacle Surety provides a powerful online platform, allowing for quick response times and aggressive bond program parameters,” said Michael Cusack, Co-COO, Alliant Specialty. “The Pinnacle Surety/Allied team is a great addition to Alliant; they complement our existing Newport Beach surety operations nicely and help to further strengthen our surety offerings in California and Idaho.” 

Founded in 1994 Pinnacle is led by Eric Lowey and Mark Richardson. The firm provides contract, license and permit, subdivision and court bonds; and a 24-hour turnaround on bond program pre-qualification’s and approval for bid bonds.  

“Much like Alliant, Pinnacle is committed to successful long-term relationships with contractor and developer clients and our surety markets,” said Eric Lowey, President and Founder of Pinnacle. “Joining forces with Alliant provides powerful access to resources and people who will help us continue on this path.” 

Lowey and Richardson, along with the entire Pinnacle/Allied team, will maintain their exclusive surety offerings from their Costa Mesa and Boise office locations. Terms of the agreement were not disclosed.


November 19
​Austin Cahill Joins Alliant Insurance Services

Skilled transactional risk specialist enhances Mergers & Acquisitions capabilities 

NEWPORT BEACH, CA — Alliant Insurance Services announced that Austin Cahill has joined Alliant as Senior Vice President within its Mergers & Acquisitions vertical. Based in the Alliant New York office, Cahill will head up the tax insurance team and will focus his efforts on servicing clients’ tax, representations and warranties, and contingent risk needs.

“Austin brings a strong track record of driving results, and we are thrilled to welcome him to our team,” said Dan Schoenberg, Executive Vice President, Alliant Mergers & Acquisitions. “In his previous position, Austin played a key role in the growth of the insurance business, and we believe his experience will serve Alliant and our clients well. With Austin’s appointment, we have a formidable Transaction Liability and Tax Insurance team in place to continue our new growth strategy and create more value for our clients.”

Prior to joining Alliant, Cahill served as Senior Vice President and Head of Tax for the largest independent M&A insurance brokerage in the U.S. Cahill has been featured in numerous publications on the topic of insuring tax risks including Bloomberg Tax, Tax Notes, and Risk & Insurance.

Cahill holds a master’s degree in tax law and taxation from New York University School of Law, a law degree from Rutgers University School of Law, where he graduated Order of the Coif, and a bachelor’s degree in philosophy from Washington and Jefferson College. Cahill can be reached at (212) 603-0138 or at Austin.Cahill@alliant.com.

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