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
