Strategic & Commercial Due Diligence | Premium Project

Client Needs & Objectives

Our client, a French Mid cap private equity fund, wanted to evaluate a minority LBO investment opportunity in a life insurance brokerage structure.

The objectives were as follows:

  • An analysis of life insurance market elements: drivers, competition, growth potential, actors
  • An analysis of the quality of the “syndics” client book and relations with risk bearers
  • A review of the position and reputation of the target
  • An analysis of the operational model
  • Development of an opinion on the credibility of BP

Our approach

  • Detailed review of the value chain, market drivers, trends and key figures
  • Analysis of target growth opportunities
  • Analysis of client portfolios and risk bearers
  • Review of the business model, the HR and business organization, the IT system
  • Revision of the assumptions of the BP
  • Detailed explanation of the regulatory context and its impacts

Client Benefits & Main Results

  • Detailed report detailing the firm's opinion on each of the points cited

  • Clear understanding of the value chain and ongoing regulatory changes, as well as their impacts

  • Fine positioning of the target (strategy, products, partner brokers)

  • Value creation opportunities for the investor, especially via build-up

  • Identification of risk areas (human, operational and commercial)

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