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
