SWOT Analysis
Strengths
- World leading provider position
- Strong brand name
- Strong financial position
- Experienced leadership (Case was previously lead at McKinsey & Co in insurance)
- Global market presence (only a couple firms have this)
- Deep bench of talent
Weaknesses
- Not widely diversified
- Increased debt could be bad if recession occurs
- Hard to maintain large growth percentages for huge firm
- Has to invest to merge "cultures" at acquired firms
Opportunities
- Further acquisitions in existing businesses/markets
- Further acquisitions/expansions into emerging markets (China, India, etc)
- Large potential for acquisitions/growth in cyber insurance sector
- Expand managing general underwriting (MGU - insurance underwriting on a fee basis)
- Expand reinsurance for sovereign powers/government agencies (see Aon Freddie Mac work)
Threats
- Large natural disasters
- Political/regulatory changes
- Worldwide recessions
- Price competition
- Technological distruptive innovation (ie insurtechs - like fintechs, but for insurance)
- Alternative capital captures more market share (ie catastrophe bonds)
- New venture startups (ie Ace BlackRock RE)