Strategic & Commercial Due Diligence | Chelsea Project

Client Needs & Objectives

Our client, a French private equity fund, wanted to study the interest of a minority LBO investment in a wholesale health and provident insurance brokerage structure for non-salaried workers.

The objectives were as follows:

  • An analysis of the market elements of health & provident insurance: drivers, competition, growth potential
  • A review of the position and reputation of the target
  • A analysis of the proposed products (pricing, positioning …)
  • Development of an opinion on the impact of the presidential election on the regulatory environment

Our approach

  • Detailed review of the value chain, market drivers, trends and key figures (brokerage and health & provident insurance)
  • Analysis of growth opportunities of the target (customer segments, products …)
  • Detailed explanation of the regulatory context and its impacts

Client Benefits & Main Results

  • Detailed report detailing the firm's opinion on each of the points cited

  • Clear understanding of the value chain and ongoing regulatory changes, as well as their impacts

  • Positioning of the target (strategy, products, partner brokers)

  • Q&A presentation and session to convince financiers

  • Value creation opportunities for the investor

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