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
