Strategic & Commercial Due Diligence | Turner Project

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

Client Benefits & Main Results

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

- “Red flags” report, focusing on market drivers, regulatory changes and competitive positioning

- Comprehensive report