Banking and Insurance

Okan Okan has developed a strong expertise in the field of banking and insurance, supporting:

  • Banking institutions
  • Investment banks
  • Insurance companies (life, non-life)
  • Fintech players

Banking and insurance

Examples of projects :

  • Growth strategy for one of the leading panafrican insurance groups, present in 12 countries – Maghreb, Pan African
    • Diagnosis of the various business lines
    • Market study to assess the most promising business lines and countries
    • Production of a 4-year business plan and an action plan per business line

  • Growth strategy for an investment bank – North Africa
    • Review of the bank historical performance and panafrican market study
    • Definition of a 5-year development strategy, notably a partnership strategy to expand the bank business in new locations

  • Due diligence on a M&A opportunity (buy side) for a leading player in the MENA region, engaged into a regional expansion strategy – North Africa
    • Review of historical performance and market prospects
    • Support for company valuation and preparation of negotiations

  • Portfolio and investment strategy for a major institutional fund and alignment of the organization with new orientations – North Africa

  • Financial advisory for an electronic banking startup: opening of the capital to 2 large corporates listed on the CAC 40 – West Africa
    • Support for business planning and production of formal documentation for investors
    • Support to the entrepreneur for negotiations: cash-in, earn-out mechanism
    • Support for the production of a letter of intent