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Corporate Development Services

What We Do

We help insurance companies and independent marketing organizations, understand and exploit their best opportunities. We help our clients position themselves for the future through structured opportunity identification and analysis, strategy development, product development and enhancement, new venture creation, and timely mergers, acquisitions and divestitures.

Corporate Strategy Development

FirstCall professionals are corporate strategists, first and foremost. We excel in:

  • Examining trends, markets, industries, and channels of distribution.
  • Gathering and analyzing competitive intelligence.
  • Assessing strategic alternatives.
  • Developing sustainable competitive advantages.

Creative M&A Services

As part of our strategic planning process, we help clients determine if growth through mergers and acquisitions is a viable alternative. We develop options based upon the key factors affecting the industries of interest, and upon our client’s organizational and financial capabilities. FirstCall also develops and implements creative divestiture strategies.

Where appropriate, we help develop specific acquisition (or divestiture) criteria and formulate the strategies needed to achieve our client’s objectives and financial requirements.

We examine industries and trends to identify roll-up opportunities and help our clients determine if they should be buyers or sellers in a given environment.

Services include identifying, contacting and negotiating with potential buyers (or sellers).