Strategic & Commercial Due Diligence | Chelsea Project

Client Needs & Objectives

Our client, a French private equity fund, wanted to study the interest of a minority LBO investment in a wholesale health and provident insurance brokerage structure for non-salaried workers.

The objectives were as follows:

  • An analysis of the market elements of health & provident insurance: drivers, competition, growth potential
  • A review of the position and reputation of the target
  • A analysis of the proposed products (pricing, positioning …)
  • Development of an opinion on the impact of the presidential election on the regulatory environment

Our Approach

  • Detailed review of the value chain, market drivers, trends and key figures (brokerage and health & provident insurance)
  • Analysis of growth opportunities of the target (customer segments, products …)
  • Detailed explanation of the regulatory context and its impacts

Client Benefits & Main Results

Detailed report detailing the firm's opinion on each of the points cited

Clear understanding of the value chain and ongoing regulatory changes, as well as their impacts

Positioning of the target (strategy, products, partner brokers)

Q&A presentation and session to convince financiers

Value creation opportunities for the investor