12/07/2022

The insurance industry is a resilient, profitable and intricate industry across which we continue to identify attractive pockets of growth where we can create significant value.

The complex value chain and multiple domestic specificities make insurance a unique vertical for venture capital, growth equity and buyout strategies. In that context, our investment approach is conviction-driven, supported by the significant expertise and networks we have built across the sector, with 28 investment professionals in Paris, London, New York, Berlin and Singapore, more than 30 deals and €2.5 billion invested in financial services (Includes all investments across Eurazeo’s equity investment strategies including buyout, growth and venture).

It is also powered by the Eurazeo “investment flywheel” operating across our equity strategies (Mid-large buyout, Small-mid buyout, Growth & Venture), accelerating and enhancing our sourcing, due diligence and value creation activities.

Our deep knowledge of the insurance sector has enabled us to identify two convictions which we discuss in our first Conviction Paper:

• In the first one, we discuss and identify the impacts of technology and data across segments within the Insurance value chain;

• In the second one, we focus on why distributors moving "full-stack" and acquiring an insurance license might destroy value if not done properly

To download Eurazeo's Conviction Paper, please fill the details below: 

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*Please select “YES” if you ARE: (a) a “U.S. Person” as defined in Rule 902 of Regulation S and set forth below, (b) currently located in the United States, and (c) accessing this conviction paper in order to provide it to a “U.S. Person” or otherwise representing or acting on behalf of a “U.S. Person”. Otherwise please select “NO”.

“U.S. Person” means:

(i) Any natural person resident in the United States; (ii) Any partnership or corporation organized or incorporated under the laws of the United States; (iii) Any estate of which any executor or administrator is a U.S. Person; (iv) Any trust of which any trustee is a U.S. Person; (v) Any agency or branch of a non United States entity located in the United States; (vi) Any non discretionary account or similar account (other than an estate or trust) held by a dealer or other fiduciary for the benefit or account of a U.S. Person; (vii) Any discretionary account or similar account (other than an estate or trust) held by a dealer or other fiduciary organized, incorporated, or (if an individual) resident in the United States; and (viii) Any partnership or corporation if: (A) Organized or incorporated under the laws of any non United States jurisdiction; and (B) Formed by a U.S. Person principally for the purpose of investing in securities not registered under the Securities Act, unless it is organized or incorporated, and owned by accredited investors (as defined in Regulation D) who are not natural persons, estates or trusts. However, the following are not U.S. Persons: (i) Any discretionary account or similar account (other than an estate or trust) held for the benefit or account of a non U.S. Person by a dealer or other professional fiduciary organized, incorporated, or (if an individual) resident in the United States; (ii) Any estate of which any professional fiduciary acting as executor or administrator is a U.S. Person if: (A) An executor or administrator of the estate who is not a U.S. Person has sole or shared investment discretion with respect to the assets of the estate and (B) the estate is governed by non United States law; (iii) Any trust of which any professional fiduciary acting as trustee is a U.S. Person, if a trustee who is not a U.S. Person has sole or shared investment discretion with respect to the trust assets, and no beneficiary of the trust (and no settlor if the trust is revocable) is a U.S. Person; (iv) An employee benefit plan established and administered in accordance with the law of a country other than the United States and customary practices and documentation of such country; (v) Any agency or branch of a U.S. Person located outside the United States if: (A) The agency or branch operates for valid business reasons; and (B) The agency or branch is engaged in the business of insurance or banking and is subject to substantive insurance or banking regulation, respectively, in the jurisdiction where located; and (vi) The International Monetary Fund, the International Bank for Reconstruction and Development, the Inter American Development Bank, the Asian Development Bank, the African Development Bank, the United Nations, and their agencies, affiliates and pension plans, and any other similar international organizations and their agencies, affiliates and pension plans.

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