We work with Financial institutions & Private Equity investors to identify new revenue streams. We develop investment strategies and optimize the deal flow by profiling industries, screening targets and operating the deal continuum.  We are a buy side only advisor with a fee based structure, which ensures our total independence. 

 

Acquisitions & Post Deal Services

  • Acquisition strategy, sector & targets screening
  • Deal generation
  • Strategic & Commercial Due Diligence
  • Portfolio Value Creation
  • Exit strategies

 

Innovative Growth Strategies

  • Launch new activities or products
  • Restructure product and service offerings
  • Expand existing or new markets
  • Define new pricing & channels
  • Improve sales and marketing effectiveness
  • Improve data and analytics to drive customer profitability

 

We partner with our client to develop their Digital capabilities. We develop user-centric mobile services and design digital banks from the ground up.

 

We deliver tangible results in the following areas:

 

  • Building new digital banking platforms
  • Development of online distribution models
  • Creation and implementation of digital transformation roadmaps

 

Examples of recent work:

 

Developing and managing acquisitions to enter a new market

 

A major European insurer wanted to quickly develop a footprint in a new geography. The CH&Co applied our knowledge of the insurance sector and M&A methodologies, including integration change management, to identify and screen the most suitable targets and propose a business strategy to create a leading local player. The CH&Co team project managed the whole process through to completion of the acquisitions, including managing the approaches to the targets and due diligence process..

 

Creating a new digital banking platform

 

As part of its efforts to enhance its customer experience, a leading Singapore bank decided to launch a brand new digital banking platform. The bank hired CH&Co to define, create and implement the new platform. Reporting directly into the head of the digital bank, the CH&Co team took responsibility for:

 

  • Managing the global project roadmap
  • Supporting the organization definition and HR ramp-up
  • Coordinating the different streams, including IT, operations, marketing and distribution
  • Managing business requirements and coordination with target countries
  • Participating in building the component parts of the platform

 

Optimizing a multi-channel insurance distribution strategy

 

A major French insurance company needed assistance in developing new online distribution channels, in the form of an app and a website, and integrating these into its existing channel strategy.

 

The primary challenge was to redesign the global distribution set-up and analyze how the existing and new channels could complement one another to provide cross-selling opportunities and synergies.

 

The CH&Co team defined a target distribution model in terms of IT prerequisites, organizational change and allocation of processes between digital and bricks and mortar, and delivered a global target business model and transformation roadmap which were used as the channels were developed and launched to the market.

 

Launching of a disruptive banking offer

 

A major French retail bank turned to CH&Co when it wanted to enter the digital banking market. In response, The CH&Co team developed an innovative mobile banking app incorporating social functionalities which was designed around customers’ day to day needs and activities. Employing a lean start-up approach, we ensured that the app could be built and released to the market in a short timeframe.

 

Strategic Due Diligence for a Private Equity fund

 

A global Private Equity fund selected CH&Co to take the lead on the strategic due diligence for an insurance broker acquisition (300 M€).  In just six weeks, the CH&Co team provided the investment committee with: 

 

  • Assessment of the growth & specificities of the insurance market in 5 countries
  • The positioning of the broker against local & global competition 
  • Predictable regulatory risk impacts over the next years
  • Robustness of the economic model & operations
  • Future investments needed in staff and IT systems
  • Possible exit strategies in 3 to 5 years

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