Client Needs & Objectives
Our client, a London-based family office, wanted to assess the opportunity to invest in a broker positioned both on property & liability and health & welfare products, and distributing its products through a network of broker partners but also in direct
The report has been structured to answer questions, which can be separated into 4 categories:
- Presentation of the target and of its risk carriers
- Breakdown of the insurance market in France and positioning of the target
- Analysis of the current strategy and potential opportunities
- Key financials and comparisons with previous projections
Our approach
- Analysis of the concentration level of the portfolio at the level of the risk carriers
- Competitive positioning within its different markets
- Review of the target’s growth strategy, identification of key levers for acceleration of its development
- Review of previous projections and comparison with realized figures ; EBITDA margin analysis
- Scenario of portfolio buy-back following competitor’s run-off
- Exit strategies and peer group’s acquisition multiples
