We helped Sompo evaluate a major loyalty acquisition with full financial modelling
Sompo is one of the largest P&C insurers in Asia. The team was evaluating a substantial acquisition in the loyalty sector and asked Ellipsis to assess the financial value of the target, including complex due diligence and modelling of points earn-and-redemption dynamics inside the target program.
The financial model covered: phased redemption profiling, weighted points costings, multiple growth scenarios, and NPV / ROI valuations. Based on what the numbers said, Sompo did not proceed with the transaction — exactly the right outcome when the math doesn't support the deal thesis.
Ellipsis built a comprehensive financial model covering the metrics that mattered most: phased redemption profiling, weighted points costings, multiple growth scenarios, and NPV / ROI valuations. Alongside the M&A work, we developed a regional affinity marketing strategy supported by research into real-time digital capabilities — so Sompo had both the deal lens and the operational playbook in one engagement.
Based on the financial modelling and Ellipsis's advice, Sompo ultimately did not proceed with the transaction — the right outcome when the numbers don't support the deal thesis. Ellipsis was retained for further advisory work in the loyalty and marketing domains.
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