Commercial Due Diligence for a global PE Fund

Commercial Due Diligence for a global PE Fund

A global Private Equity firm (based in US) wanted to enter the Canadian market by acquiring a regional insurance brokerage firm

The client required commercial due diligence to accurately highlight the commercial viability of the targeted firm and the future of its operating market/ sector

Results Delivered:

• Assessed and developed market hypotheses for the current market scenario and implications drawn on the industry by mapping catalysts, driver trends and drawing upon primary / secondary research and internal analysis
• Outlined macro and micro economic shifts with potential to impact the target and industry
• Carried out an extensive assessment of carrier outlook on key broker-market dynamics
• Performed advanced analysis on the financial performances of key carriers and defined the current position of the firm in the market

 

Capabilities Demonstrated:

• Advanced market research and industry outlook assessment
• Target’s Commercial Due diligence
• Competitive Benchmarking
• Voice of Customer