Strategic & Commercial Due Diligence | “Flash” CDD – Aufray Project

Client Needs & Objectives

Our client, a pan-European investment company, wanted to evaluate an investment opportunity in a digital health & protection insurance broker.

The report delivered was structured to respond to key questions along five categories:

  • Market dynamics
  • Focus on digital
  • Partnership sustainability
  • Regulatory environment
  • Upfront commissions

Our approach

  • Market dynamics: competitors identification both on the wholesale and direct businesses, and strategic positioning of the target
  • Focus on digital: study of the main digital issues for both brokers and insurers, listing of competitors’ initiatives regarding digital
  • Partnership sustainability: analysis of the target’s quality of service delivered to its risk carriers, insurers and reinsurers’ perception…
  • Regulatory environment: identification of the past and coming major regulatory changes linked to insurance and impact analysis
  • Upfront commissions: pros and cons, CH convictions on the sustainability of the model…

Client Benefits & Main Results

  • “Flash” due diligence realized in only 2 weeks focused on five precise points of attention

  • Clear understanding of the competitive environment, of the regulatory background (and its evolution) and of the best-in-class initiatives regarding digital

  • Risks identification under 3 perspectives:

  • - Insurers partners / risk carriers (perception analysis / sustainability of the commercial relation)

  • - Digital (is the target really at the forefront of digital initiatives?)

  • - Financial sustainability of the model

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After 13 years of a wonderful journey, alongside talented colleagues and valued clients, it is time for Chappuis Halder & Co. to begin a new adventure as Capgemini Invent.

 

As thinkers and doers, we have supported clients around the world and have consistently invested in expertise to provide thought leadership and deliver impactful projects related to Finance, Risk and Compliance ESG, Business development and Organization transformation, Data, Tech, and Cybersecurity.

 

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