BALDWIN KRYSTYN SHERMAN PARTNERS AND IPEO ANNOUNCE JOINT VENTURE TO PROVIDE HOLISTIC RISK AND INSURANCE SOLUTIONS FOR RISK MANAGEMENT CLIENTS
TAMPA, FL (December 22, 2014) – Baldwin Krystyn Sherman Partners and iPEO Solutions today announced a joint venture agreement to form a boutique insurance and risk management practice focused on several industry verticals, including professional employer organizations (“PEO”), senior living, staffing, and private equity as well as businesses with complex risk issues.
The newly formed joint venture will capitalize on the risk management team already built by BKS-Partners, including senior risk engineers, claims professionals, senior account executives, actuarial and predictive modeling and a full marketing department. The combination of BKS-Partners’ extensive resources with the experience and expertise of Mike Ortoll and iPEO offers businesses an industry-leading platform for crafting custom risk management and insurance solutions.
Michael Ortoll, CEO and Founder of iPEO Solutions is a seasoned insurance professional with over 25 years of industry experience. “We’ve teamed up with BKS-Partners to provide clients a high level of expertise, breadth of resources and the high touch client experience of a boutique firm.”
BKS-Partners and iPEO use a consultative and holistic approach to risk management and insurance across a variety of industries, including private equity portfolio firms, associations, franchises, real estate/property management, healthcare, construction, hospitality and transportation.
The joint venture will operate under the BKS-Partners brand as an extension of current operations. Additionally, BKS-Partners will work with iPEO to provide clients with leading PEO solutions.
“Joining with iPEO Solutions expands opportunities for our clients,” said Trevor Baldwin, Partner at BKS-Partners. “Mike brings a breadth of expertise and will play an instrumental role in further expanding our risk management practice and foot print.”
About Baldwin Krystyn Sherman Partners
Baldwin Krystyn Sherman Partners (BKS-Partners) is an award-winning independent insurance brokerage firm providing private risk management, commercial risk management, employee benefits, and Vitality™ programs to clients wherever life takes them throughout the U.S. and internationally. One of the largest privately held firms in Florida, BKS-Partners takes a holistic and boutique approach to insurance architecture and risk management. Headquartered in Tampa, with six offices located throughout the state of Florida, BKS-Partners is driven to make a difference in their communities, rewarding colleagues’ community involvement and supporting over 40 charitable organizations.
About iPEO Solutions
iPEO Solutions is an independent broker and single-source co-employment solution that works with the industry’s best Professional Employer Organizations, ensuring that each meets the following requirements: A-rated insurance carriers, leading technology, experienced and stable management teams, strong financials, a history of success and qualified internal personnel in all service areas.