Client Needs & Objectives
Our client, a French mid-large cap private equity fund, wanted to assess a majority investment opportunity in an insurance brokerage structure developing both a wholesale broker activity on construction risk and a risk bearer activity thanks to an insurance captive
The objectives were as follows:
- An analysis of the market and its drivers
- A detailed analysis of recent and future growth in wholesale activity (product, prices, distribution)
- An analysis of the quality of the “brokerage” client book and relations with risk carriers
- Development of an opinion on the credibility of the BP
Our approach
- Market dynamics: review of the construction market and construction insurance in France and Europe
- Regulatory environment : Detailed explanation of the regulatory context and its impacts
- Operations & process assessment : Review of company processes (notably management and IT) with identification of progress actions
- Development strategy by becoming their own risk carrier: customer portfolio analysis, feasibility and rationale of the development strategy
- Business plan review & challenge: hypothesis-driven approach based on market assessment and expert interviews
