Case Study 1
Enterprise Strategy Development – Pioneer Financial Services, Inc. (PFS)

AIM was retained to develop and implement a five-year strategic plan for PFS, a life, health and long-term care insurer with over a $1 billion in premiums. Constrained by holding company debt, reinsurance surplus-relief repayment obligations and weak operating performance, PFS was rapidly losing value and market share. Following the conclusion of a comprehensive enterprise evaluation, AIM developed and implemented a strategic and operational plan enabling PFS to accomplish a successful initial public offering and ultimately its acquisition two years later, again substantially enhancing shareholder value.

Case Study 2
Strategy & Restructuring – Utilities Mutual Insurance Company, Inc. (UMI)

Case Study 3
Governance – Royal Neighbors Association (RNA)

Case Study 4
Operations Diversification – Univest Bank Corporation (Univest)

Case Study 5
Product Diversification – Homeowners' Warrant Corp. /HOW Insurance Cos. (HOW)