Strategic & Commercial Due Diligence | Turner Project

Client Needs & Objectives

Our client, a Paris-based private equity fund, wanted to assess the opportunity to invest in a wholesale loan insurance broker.

This report produced was structured to answer key questions along 6 categories:

  • French insurance market
  • Regulatory environment
  • Competitive positioning
  • Analysis of customer and products portfolio
  • Operating model
  • Business plan review

Our approach

  • Validation of French insurance market drivers
  • Analysis of main regulatory changes on the portfolio strength and its ability to attract new business
  • Review of target’s competitive positioning and reputation through interviews with market actors and partners brokers
  • Review of target’s commercial strategy and performances
  • Analysis of its operating model: management outsourcing, contract underwriting policy, etc.
  • Review of Business Plan assumptions based on revenues, operating costs, and required investments
  • Opinion on organic growth axes, opportunities for external growth and exit strategies

Client Benefits & Main Results

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

  • - “Red flags” report, focusing on market drivers, regulatory changes and competitive positioning

  • - Comprehensive report

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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.


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”.

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