Strategic & Commercial Due Diligence | Elysée Project

Client Needs & Objectives

Our client, a major French investment company, wanted to evaluate the opportunity of investing in a large corporate risk insurance broker (P&C as well as Employee benefits and H&P)

The report was structured to respond to several key questions, among 3 categories:

  • Portfolio / book analysis, and evaluation of the churn risk
  • Commercial, operational & IT processes review
  • Growth opportunities assessment in the target’s markets (incl. international)

Our approach

  • Market dynamics: main trends & market drivers for the P&C, employee benefits and collective H&P markets, in France and internationally
  • Strategic positioning & commercial performance: identification of competitive clusters & risk of new entrants, pricing strategy, commercial organization audit
  • Stakeholder management: analysis of the target’s quality of service delivered to its risk carriers, insurers and reinsurers’ perception (interviews)
  • Operations & process assessment: value chain approach (underwriting, contract management, claim management….), and IT assessment
  • Business plan review & challenge: hypothesis-driven approach based on market assessment and expert interviews

Client Benefits & Main Results

  • Detailed Due Diligence realized in two months, focusing on the client’s main interrogations, and giving a clear and formal opinion on each point raised

  • Identification of value creation opportunities (CH&Co. BP and exist strategy defined)

  • Clear vision on the major stakes and growth potential

  • Definition of a Target Operating Model to enhance profitability

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