Due diligence 1: Cyber Insurance Technology Landscape
Aimed at evaluating the market position and expansion opportunities of the acquisition target, a leading player in cyber insurance tech.
Deliverables:
- Technological Assessment
Comparative analysis of the tech platform and cyber services versus industry benchmarks - Competitive Landscape
Review of MGA and Cyber Insurance players in Europe, highlighting startups, funding, maturity, and positioning - 30+ competitive startups & products - Emerging Opportunities
Analysis of 5 directions into new risk categories and B2B SaaS models
Outcome:
- Identified key differentiators and weaknesses in the target's tech stack
- Mapped competitive intensity in the EU and US
- Proposed new risk verticals and growth plays for the investment thesis
Due diligence 2: Product & Tech Relevance Based on 70+ Competitive Software Vendors and Tech Solutions
Focused on assessing the product portfolio of the acquisition target, an enterprise insurance software provider, to determine its fit for modern market needs.
Deliverables:
- Mapping of the acquisition's target 13 products across 3 suites
- For each product:
- Identification of comparable InsurTechs - 70+ benchmarks in total
- Insight into startups' funding & KPIs as a proxy for market demand
- Competitive/acquisition target list
Outcome:
- Clear evaluation of the acquisition's target product modernization gaps
- Identification of adjacent players for potential M&A or benchmarking
- Support for PE’s assessment of the target's scalability and innovation capacity
Due diligence 3: €300 million Deal Analysis in an Emerging Trade Credit Insurance Carrier Amid a Financial Crisis
Provided a critical, advisory-style deep dive into a memo related to a potential investment, with strategic and tech-oriented validation of assumptions.
Scope:
- Memo review with insights on:
- Market structure and turning points (e.g., hardening market, credit risk portfolio impact)
- Competitive positioning against traditional and startup players
- Tech assessment of the target's infrastructure and market alternatives for risk scoring
- Review of the financial predictions based on KPIs of 12 benchmarked traditional and digital businesses
Outcome:
- Enhanced confidence in strategic assumptions behind the memo
- Raised red flags and alternative hypotheses regarding market rebound, credit risk challenges and technology gaps
- Provided potential intros to industry experts for further validation
