Strategic & Commercial Due Diligence | Légion/Antibes Project

Client Needs & Objectives

Our client, a French Mid/Large-Cap investment company, wanted to assess the opportunity of investing in a joint-tenancies insurance broker through a LBO takeover.

The objectives were as follows:

  • An analysis of property insurance market: drivers, competition, potential growth and regional expansion
  • A quality evaluation of clients’ book and of risk carriers
  • An evaluation of the target’s positioning and a reputation review
  • A business model review
  • A review and challenge of the Management Business Plan

Our approach

  • Value chain analysis, market drivers, historical / future trends and key stats
  • Assessment of the target’s potential growth opportunities
  • Assessment of the target’s’ book and of risk carriers
  • Business model review, of HR and commercial organisation and of IT systems
  • Challenge management business plan assumption
  • Identification of regulatory context and of its impacts

Client Benefits & Main Results

  • Clear understanding of the value chain, and the regulatory environment and its evolution

  • Risks identification under human, operational and commercial perspectives

  • Value creation opportunities for the investor, according to the reviewed BP and evaluation of exit strategies

  • Presentation and Q&A sessions to convince the Private Debt providers as well as our Client’s investment committee

  • Identification of build-up opportunities

  • CH&Co. assisted the PE fund in two of the Build-ups, performing the strategic DD in order to assess product complementarity and potential synergies

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