M&A Services: The Smarter Way With AI

Exdion's AI data extraction capabilities empower buyers to enhance their appetite for acquisitions by adding value during both pre and post-M&A activities.

Pre-Acquisition Due Diligence Activities - Agency Block Analysis of a Portfolio

  • Swiftly collect, cleanse, and harmonize data using specified parameters (e.g., lines of business, premium amounts, time in force/retention, geography, claims history, etc.).
  • Offer timely information (raw data, dashboards) for valuation analysis (price), and support in financial bids for acquisition.
  • Create and maintain an inventory/library of prior agencies/business blocks for cross-referencing in future acquisitions, enhancing the evaluation process and identifying potential synergies or challenges.

Post-Acquisition Excellence – Key Activities for Seamless Integration & Growth

  • Post-Merger Compliance
  • Monitor the performance of acquired agencies or blocks of business.
  • Evaluate whether the firm is performing as expected, considering the pre-acquisition assumptions/promises, including contractual obligations.
  • Leverage data and analytics to assist with future acquisitions in terms of desire to purchase and valuation analysis (price).

Your Innovation Partner

We are passionate about the potential of artificial intelligence to give your insurance business the edge to thrive in a digital world.

We aren’t here to make your business more complex. But we will smooth out and flatten the processes and give your business an end-to-end service which may mean you have less third-parties, vendors and outsourcing arrangements to manage.

Let’s Create Solutions Together

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AI flattening the Process


Touch points in your likely broker or agency business – a zig zag of time and repetition, can be flattened using AI.

Ask How We Do It

An Invitation To Connect With Us

If you are planning for your future business success, and are ready to talk about enhancing your profitability with artificial intelligence and machine learning, please contact us to arrange a confidential, preliminary discussion with our AI and business transformation leadership.

Contact Us Now

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