Case Study

Industry Analysis: Commercial Insurance Brokerage

Competitive Positioning and M&A Opportunities along Commercial Insurance Value Chain

Overview

Unique Engagement Model:
Using GLG's engagement model, our client gained access to an industry veteran advisor. This accelerated the "get-smart" phase of diligence and ensured final insights were nuanced with first-hand expertise.

Targeted Scope, Precise Methodology:
GLG partnered with our client to pinpoint the critical investment thesis questions, designed a research approach consisting of 20 expert calls and a customer survey of N = 150, and helped deliver a 60-page report on key findings.

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Challenge
A private equity client enlisted GLG to help assess the commercial insurance brokerage space. Key questions included:

Competitive landscape and the target company's positioning
Potential for inorganic growth in the commercial insurance space

The GLG Approach

GLG assembled an engagement team led by a former commercial due diligence consultant from a top-tier firm, along with a 20-year insurance industry veteran executive who served as an advisor.

During the three-week effort, the GLG team:

Facilitated 20 expert interviews with stakeholders across the insurance value chain (e.g., carriers, brokers)
Conducted a survey of 150 addressable customers to assess the target's strengths and weaknesses

Outcome
GLG's team helped synthesize the findings into a 60-page report summarizing the target's reputation, positioning, customer perceptions, and growth opportunities. The findings helped inform the client's valuation model and their decision to continue with diligence.

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