Client Needs & Objectives
Our client, a French small cap private equity fund, wanted to assess the potential of a majority LBO investment in an insurance brokerage structure developing a wholesale broker activity
The objectives were as follows:
- An analysis the quality of the client book “brokerage” and relations with risk bearers
- A review of key business processes
- A detailed analysis of recent and future growth of wholesale activity (product, price, distribution)
- Development of an opinion on BP’s credibility in a context of significant regulatory change
Our approach
- Detailed review of the value chain, market drivers, trends and key figures
- Detailed analysis of the client portfolio
- Review of HR organization and processes (including management and IT) with identification of progress actions
- BP review with more realistic construction assumptions
- Detailed explanation of the regulatory context and its impacts