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Tactical, quantified case studies of how companies create value through revenue growth, cost reduction, and process improvement.

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TacticalVC · Value Creation Playbook

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Find value creation case studies by company, lever, industry, or keyword

Active filters:All Insurance Brokerage & RiskClear all
10 results
Product Mix Shift

Willis Towers Watson

Willis Towers Watson grew margin 190bps to 23.9% and adjusted EPS 17% via WTW transformation.

Willis Towers Watson: Portfolio Optimization and Margin Expansion Through Transformation

Insurance Brokerage & RiskLarge Enterprise
Operational Excellence

Willis Towers Watson

Willis Towers Watson delivered $337M in transformation savings and expanded operating margin 110bps to 22%.

Transformation Program Driving Margin Expansion Through Operational Consolidation

Insurance Brokerage & RiskLarge Enterprise
Organizational Design

Brown & Brown

Brown & Brown grew revenue 12.9% to $4.81B with 35.2% EBITDAC margin — best-in-class among insurance brokers.

Brown & Brown: Decentralized Operating Model Driving Best-in-Class Margins

Insurance Brokerage & RiskLarge Enterprise
New Customer Acquisition

Arthur J. Gallagher & Co.

Arthur J. Gallagher grew net earnings 52% and revenue 14.8% to $11.4B through serial M&A.

Arthur J. Gallagher: Serial Acquisition Engine Driving Scale and Margin Expansion

Insurance Brokerage & RiskLarge Enterprise
New Customer Acquisition

Arthur J. Gallagher & Co.

Arthur J. Gallagher grew revenue 59% to $11.4B over four years through disciplined tuck-in M&A execution.

Serial Acquisition Engine Scaling Brokerage Revenue Through Disciplined Tuck-In M&A

Insurance Brokerage & RiskLarge Enterprise
Workflow AutomationOrganic

Aon

Aon grew revenue 21% to $13.4B with 7% organic growth by consolidating support functions into Aon Business Services.

Operational Consolidation Through Aon Business Services

Insurance Brokerage & RiskLarge Enterprise
New Customer AcquisitionOrganic

Marsh McLennan

Marsh McLennan grew revenue 36% to $22.7B and doubled organic growth to 9% by cross-selling across its platform.

Multi-Business Platform Driving Sustained Organic Growth

Insurance Brokerage & RiskLarge Enterprise
Team Structure and Accountability

Brown & Brown

Brown & Brown grew organic revenue 10.4% and EBITDAC margins to 35.2% by running each office as its own P&L center.

Decentralized Operating Model Driving Organic Growth and Margin Expansion in Insurance Brokerage

Insurance Brokerage & RiskLarge Enterprise
Supplier and Input CostsInorganic

Marsh McLennan

Marsh McLennan achieved $400M in post-JLT synergies while growing revenue 36% to $22.7B through vendor rationalization.

Third-Party Vendor Rationalization in Professional Services

Insurance Brokerage & RiskLarge Enterprise
Rate OptimizationOrganic

Aon

Aon grew revenue 7.2% to $13.4B in 2023 by using analytics to optimize risk consulting rates per client.

Analytics-Driven Rate Optimization in Risk Consulting

Insurance Brokerage & RiskLarge Enterprise