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

Scroll to Top


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.


Joining forces with Capgemini Invent presents an extraordinary opportunity to accelerate and go above and beyond as a global team to “Seize the full potential of financial services”.

Our journey continues as