Page 6 - Healthcare PE Pitchbook 34210
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About Lockton







Lockton diferentiators — top 3 competitive advantages



01 02 03


PHILOSOPHIES PRIVATE AND INDEPENDENT FLAT ORGANIZATION

• Committed to excellence
• 20%-30% more invested in
• Ethics and integrity “front-end” client service
• Associates most valuable • Stable, senior teams learn and
asset know your business • More than two times organic
growth of nearest global
• Make recognizable difference • Easy client access to experts competitor
in client’s business through • Client advocates accountable
innovative solutions for providing resources and • 96% client retention loyalty
• Social/civic responsibility services to clients • We do what we say we will do


FLAT ORGANIC
PHILOSOPHIES ORGANIZATION GROWTH






CULTURE PRIVATE AND CLIENT TEAMS
INDEPENDENT MAKE DECISIONS

• Rewards initiative/ • Focus on clients, not • Empowered and accountable
responsiveness investors and analysts client advocates
• Sense of urgency/ • Long-term decision-making • Resources allocated locally
partnership = stability • No “permission from
• Uncommonly • Flexible and responsive headquarters” required
Independent entrepreneurial culture
• Speedy answers
• Open communication • Passion for service • Broking authority remains with
• Teamwork • Client advocates retain client service team
ownership and responsibility • Strong market relationships
for their clients


Lockton Private Equity/Healthcare pitchbook 6 Lockton Companies
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