Strategic & Commercial Due Diligence | Maximo Project

Client Needs & Objectives

Our client, a French investment fund, wanted to evaluate the opportunity to invest in a wholesale broker operating mainly in the construction risk market

This report has been structured to answer a number of questions, which can be organised among 6 categories:

  • Trends, challenges of target markets
  • Regulatory environment
  • Competitive positioning and strategy in its environment
  • Analysis of customer and products portfolio
  • Risk carriers analysis
  • Analysis of brokers network

Our Approach

  • Analysis of construction insurance market and its drivers
  • Analysis of the impact of regulatory directives in France and Europe
  • Price-product positioning, quote, price vs. extent of coverage comparison
  • Portfolio analysis: new business, termination dynamics, claims and transfer capacity
  • Analysis of target’s competitive environment and estimates of the market shares of the main construction risk brokers
  • Opinion on the current risk carriers, on the impact of the disengagement of one of them, and the capacity of attraction of new carriers
  • Analysis of the quality of the distribution network and of the Group’s capacity to develop it

Client Benefits & Main Results

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

- Points of attention

- Comprehensive report

- Strategic roadmap establishing organic growth axes and opportunities for external growth

- Report for banks / lenders accompanied by presentation and Q&A sessions with the financers as well as with the investment committee of our client

Post-acquisition support for the target in the structuring of its technical file and its partnerships strategy (risk carriers)