ALTERITY GROUP, LLC
FORT MYERS, FLORIDA

Alterity is a leading independent consulting firm offering advisory services designed to meet the unique needs of private equity firms and employers. We help navigate the constantly evolving landscape of employee benefits and insurance. We Are: We meet the specific needs of private equity firms by acting as an extension of deal, operations, and procurement teams. We do not maintain exclusive vendor relationships. This allows us to recommend strategies, products, and services to best meet our clients’ needs. We Are Different No Longer Business As Usual As private equity advisors, we are unique to the marketplace, bridging employee benefits and insurance with the transactional and oversight needs of private equity firms. Alterity combines the execution expertise of brokers with the M&A acumen of the big four accounting firms. We bring new solutions to the table. As a Senior Director of Alterity Group, Megan is responsible for ensuring the day-to-day needs of clients are not just met, but exceeded. An industry professional for more than 10 years, Megan leads Alterity’s client service teams and manages strategic vendor and partner relationships. With specialties in benefits consulting, group purchasing, and strategic client management, she drives initiatives centered on value creation for both private equity firms and their portfolio companies. Prior to joining Alterity Group, Megan held positions in sales, procurement, and client management for a leading national insurance carrier and a top 10 insurance brokerage firm. Megan holds a Bachelor of Arts in Political Science and minor in Communication from the University of Maine. She resides in Austin, Texas, with her husband, Carl, and daughter, Myla. Jordan co-founded Alterity Group and currently serves as Managing Director, helping advance corporate development initiatives. Prior to founding Alterity, Jordan co-founded AGS Benefits Group, which was acquired by NFP in January, 2012. Both successful firms have helped shape the employee benefits consulting footprint for the corporate and private equity sectors. Paul is responsible for advancing strategic initiatives and business development at Alterity. Prior to joining Alterity, Paul founded Dreyfuss & Birke, which was acquired by NFP in 2012. Dreyfuss & Birke primarily focused on providing brokerage and consulting services to many leading private equity firms and hedge funds. Paul has spent his entire career as an insurance consultant. He has been repeatedly recognized at a national level for his ability to identify and proactively execute cost containment strategies in the areas of health and welfare and risk management on behalf of many of the country’s leading institutions. As Operations Lead, Karen is involved in a broad range of activities that help ensure Alterity’s day-to-day success. Providing an array of organizational, logistical, and project-related support to Alterity team members and senior leadership, her responsibilities include client management software maintenance, oversight of client accounting, and coordination of symposiums, special events, and client meetings. Karen has more than 25 years of insurance industry experience. After spending much of her career in individual life and disability insurance product placement and client management, she turned her eye for detail and multi-tasking abilities to operations management. As a Director at Alterity Group, Monique is responsible for the collaborative development and delivery of annual and multiyear employee benefit plan strategies and M&A integration projects, ensuring both employer and employee satisfaction. In addition to management, she leads successful benefit plan implementations and enrollments, develops comprehensive RFPs, and negotiates advantageous vendor contracts. Monique has more than 14 years of industry experience, representing brokers, consultants, and employers. With her broad employee benefits product knowledge and technical expertise, Monique’s ability to develop strong business relationships has proven to be a valuable asset. As a Director at Alterity Group, Dina is responsible for managing relationships with private equity groups and their portfolio companies. She utilizes her expertise in strategic benefit design, actuarial analytics, and relationship management to identify areas of opportunity, develop innovative solutions, and provide value to her clients. Prior to joining Alterity, Dina spent more than 10 years in the health and welfare industry, most recently as Vice President at Willis Towers Watson leading the Austin, Texas market. Dina holds a Bachelor of Science in Actuarial Science as well as a Bachelor of Arts in Business Economics from the University of California. In her free time, Dina enjoys staying active outdoors, traveling to new places, and spending time with her husband, Blake, and son, Bryce. Prior to joining Alterity, Mark was the CEO of a leading employee benefit consulting firm. Mark holds a Bachelor of Science in Finance, with an emphasis in Economics from Pennsylvania State University. He resides in Austin, Texas, with his wife, Dana, and three children, Kendall, Luke, and Hope. As a Senior Consultant at Alterity Group, Lauren is responsible for developing strategies and effectively managing private equity roll-up projects and initiatives. In addition, Lauren is responsible for managing overall client service delivery, financial evaluations, plan design, renewal, business placement, and benchmarking. Believing in collaborative relationships, Lauren fosters synergies and partnerships between her clients, vendors, and her organization. Prior to joining Alterity Group, Lauren held positions as a strategic human resources and benefits professional, subject matter professional in ACA for Ernst & Young, and account management professional for a top 10 insurance consulting firm. Lauren holds a Bachelor of Science degree in Business Administration from Florida State University, a Master of Business Administration degree from Nova Southeastern University, and a Doctor of Education, Organizational Leadership from Nova Southeastern University.