Strategic & Commercial Due Diligence | Maximo Project

Client Needs & Objectives

Our client, a French investment fund, wanted to evaluate the opportunity to invest in a wholesale broker operating mainly in the construction risk market

This report has been structured to answer a number of questions, which can be organised among 6 categories:

  • Trends, challenges of target markets
  • Regulatory environment
  • Competitive positioning and strategy in its environment
  • Analysis of customer and products portfolio
  • Risk carriers analysis
  • Analysis of brokers network

Our approach

  • Analysis of construction insurance market and its drivers
  • Analysis of the impact of regulatory directives in France and Europe
  • Price-product positioning, quote, price vs. extent of coverage comparison
  • Portfolio analysis: new business, termination dynamics, claims and transfer capacity
  • Analysis of target’s competitive environment and estimates of the market shares of the main construction risk brokers
  • Opinion on the current risk carriers, on the impact of the disengagement of one of them, and the capacity of attraction of new carriers
  • Analysis of the quality of the distribution network and of the Group’s capacity to develop it

Client Benefits & Main Results

  • 4 deliverables including all the analyses and formal opinions of CH&Co. on each of the categories:

  • - Points of attention

  • - Comprehensive report

  • - Strategic roadmap establishing organic growth axes and opportunities for external growth

  • - Report for banks / lenders accompanied by presentation and Q&A sessions with the financers as well as with the investment committee of our client

  • Post-acquisition support for the target in the structuring of its technical file and its partnerships strategy (risk carriers)

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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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