Strategic & Commercial Due Diligence | Fuji Project

Client Needs & Objectives

Our client, a pan-European investment company, wanted to evaluate an investment opportunity in a Protection-focused insurance broker operating in the direct channels.

The report was structured to respond to several key questions, which can be organised into five categories:

  • Market dynamics
  • Strategic positioning & commercial performance
  • Stakeholder management (risk carriers)
  • Operations & process assessment
  • Business plan review & challenge

Our approach

  • Market dynamics: main trends & market drivers for the H&P segment, competitive review, regulatory environment assessment, focus on the upcoming commissions
  • 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…
  • Operations & process assessment: value chain approach (underwriting, contract management, claim management….)
  • 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

  • Risks identification under 3 perspectives:

  • - Regulatory environment (ACPR, commercial techniques…)

  • - Stakeholder management (quality of service, etc.)

  • - Operational sustainability of the model (lead-driven approach to sell “pocket” protection products)

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