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

  • Operations & process assessment : detailed review of the value chain
  • Market dynamics : detailed review of the market drivers, trends and key figures
  • Business plan review & challenge : review of the BP with more realistic construction assumptions
  • Development strategy : business development model challenge and detailed analysis of the client portfolio
  • Regulatory environment : detailed explanation of the regulatory context and its impacts

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