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
