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.
Why GLG?
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.
Let us start helping you today.
As the world’s insight network, GLG connects clients to the subject-matter experts who can provide real-world insights to make informed decisions. Our team of professionals work with you to create a tailored approach that identifies, assesses, and answers your questions on your timeline. We bring the power of insight to every great professional decision.