Regan Guth

About Regan Guth

Seasoned commercial insurance broker with experience in risk management due diligence; insurance program design, implementation and management; risk identification; and financial risk analysis.I have worked extensively with private equity firms at various stages of the mergers and acquisitions process from the various stages of due diligence to post-acquisition insurance placements. One of the key pieces of information provided is input regarding the ongoing cost of risk and how that cost will change from pre-acquisition to post-acquisition.Given my financial background, I have a strong understanding of the financial and management liability insurance products and what drives the cost of risk to organizations. This financial education also allows me to communicate in terms that are relevant to senior finance professionals within organizations.I serve clients in the following industries:• Renewable Energy (Solar/Wind), Mining, metals and minerals• Technology, Telecom and Communications• Life Sciences and Nutraceuticals• Retail / Wholesale and Manufacturing My goal is to provide clients with the best possible service, by accessing industry and risk experts, as I work to identify and control the cost of risk through risk modification, mitigation or elimination.Specialties: Experience in risk management due diligence, working with private equity firms in their diligence efforts during the merger and acquisition process, and managing the insurance and risk management programs of portfolio companies. Primary industries served included: energy & renewable energy, mining and mining services, life sciences, nutraceuticals, retail, manufacturing and technology.

Experience

1. IMA Financial Group, Inc.

   Aug 2021 — Present

   Seasoned Insurance Broker

Education

• Brigham Young University

  MBA, Finance

  2005 — 2007

• Brigham Young University

  B.S., Finance

  1997 — 2002

Skills

• Enterprise Risk Management
• Strategic Planning
• Strategic Partnerships
• Insurance
• Financial Modeling
• Financial Analysis
• Risk Mitigation
• Corporate Finance
• Private Equity
• New Business Development
• Leadership
• Workers Compensation
• Program Management
• Underwriting
• Commercial Insurance
• Business Development
• Valuation
• Liability
• Financial Risk
• Mergers
• Competitive Analysis
• Start-Ups
• Brokers
• Investments
• Business Strategy
• Management Consulting
• Strategy
• Employment Practices Liability
• Risk Management
• Renewable Energy
• Mergers & Acquisitions
• Entrepreneurship
• Management
• Executive Management
• Property & Casualty Insurance
• Business Planning
• Strategic Financial Planning
• Corporate Development
• Due Diligence
• Financial Services