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Sustained change, sustainable value...

 

Insurance - Strategy and infrastructure development

 

The Problem

● New innovative personal lines insurer needs to attract long-term investment to finance system development and change in distribution channels

 

What we did

● Facilitated the articulation and development of the product, business and operational models and their unique competitive advantages.

● Produced the financial models, forecasts

● Produced information memorandum

● Managed potential investors due diligence processes.

● Managed and implemented the revised the operational processes and IT Infrastructure

 

Results

● Investment by overseas personal lines insurer keen to enter the UK market

● Business relaunched

 

“Staggering persistence was required. We’d come so far and couldn’t give up. Blue Plate, and Jeff Herman in particular, was always there.”