Strategic & Commercial Due Diligence | SAXE Project

Client Needs & Objectives

Our client, a European private equity fund, wished to assess the potential of a mezzanine investment in the context of an LBO of a fast-growing multi-business wholesale broker

The objectives were as follows:

  • An analysis of the relationship quality with risk carriers
  • Detailed analysis of recent and future business growth (product, price, distribution)
  • Development of an opinion on the synergies resulting from recent external growth

Our approach

  • Scope the project, list key sub-processes to be analyzed and gather related documentation and flowcharts
  • Finetune and complete process mapping and flowcharts
  • Identify Client Onboarding/KYC process pain points thanks to workshops with key stakeholders within CLM, Ops, Compliance and F/O in terms of turnaround time, quality of processing etc.
  • Perform “on the field” analysis to identify inefficiencies, errors, wastes, redundancies, bottlenecks and other operational issues
  • Compare Client onboarding processes with market practices (turnaround time, sizing etc.)
  • Analyze root causes and propose efficiency levers such as process redesign, workload reallocation, organizational changes, IT enhancements, digitalization and potential for automation
  • Assess costs and benefits of some efficiency levers and select 2 to 3 emblematic use cases to demonstrate and promote tangible benefits
  • Based on concrete results of the diagnosis phase, define with Management priorities based on level of complexity and expected return on investment

Client Benefits & Main Results

  • Clear understanding of the overall insurance brokerage value chain and regulatory environment

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

  • Review of recent external growth and synergies with the Group

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