Page 5 - Healthcare PE Pitchbook 34210
P. 5
About Lockton
The Lockton advantage in a competitive market
Multinational brokers Lockton Companies Regional brokers
Some public, some private, some owned by
Publicly traded Privately held
Ownership public companies
(seek 30% margin) (seek 10% margin)
(seek 20%-25% margin)
100+ global ofices and 8,000+ professionals
Scope Ofices in major cities employing tens of thousands Local ofices only, no national presence
in global network
Middle market and
Target market Fortune 1000 Small to middle market
Fortune 1000
Direct access to global markets through account
Market access Centralized back-ofice placement centers Wholesale intermediaries
team
Expertise in claims, loss control, actuarial,
Resources Specialty proit centers Limited
contract review and specialty lines
Customized portal allows for self-service and
Technology Proprietary systems with little self-service capability Off-the-shelf systems
targeted access to information
Institutionalized client relationships, retention rate Personalized client relationships,
Client focus Responsive client relationships, mixed retention rate
less than 85% 96% client retention
Lockton Private Equity/Healthcare pitchbook 5 Lockton Companies
The Lockton advantage in a competitive market
Multinational brokers Lockton Companies Regional brokers
Some public, some private, some owned by
Publicly traded Privately held
Ownership public companies
(seek 30% margin) (seek 10% margin)
(seek 20%-25% margin)
100+ global ofices and 8,000+ professionals
Scope Ofices in major cities employing tens of thousands Local ofices only, no national presence
in global network
Middle market and
Target market Fortune 1000 Small to middle market
Fortune 1000
Direct access to global markets through account
Market access Centralized back-ofice placement centers Wholesale intermediaries
team
Expertise in claims, loss control, actuarial,
Resources Specialty proit centers Limited
contract review and specialty lines
Customized portal allows for self-service and
Technology Proprietary systems with little self-service capability Off-the-shelf systems
targeted access to information
Institutionalized client relationships, retention rate Personalized client relationships,
Client focus Responsive client relationships, mixed retention rate
less than 85% 96% client retention
Lockton Private Equity/Healthcare pitchbook 5 Lockton Companies
