"Aon United" plus the 3x3 plan; NFP integration; regional leadership reshuffle in May 2026
Greg Case
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
40 Build · about $26M of planned deals (est.); Diamond account; 2 plans not yet started
Their priorities
Greg Case's "Aon United" strategy and the 3x3 plan focus on risk capital and human capital, with Aon Business Services (shared ops and data, the Risk Analyzer suite). unverified
NFP integration and middle-market growth. Analytics and AI-driven client insight. unverified
Aon Business Services is a shared-services and platform play. Help standardize NFP onto ABS and scale AI-enabled operations.
Plays to raise
NFP integration and middle-market platformM&A & integrationIdentified
Why now: NFP integration and middle-market growth.
Ask: A 3-week integration readiness and synergy assurance review: test the synergy case line by line, flag conversion risks, and stand up a weekly synergy tracker the CFO can use with investors.
Why now: "Aon United" plus the 3x3 plan; NFP integration; regional leadership reshuffle in May 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
40 Build · about $26M of planned deals (est.); Diamond account; 2 plans not yet started
Their priorities
Greg Case's "Aon United" strategy and the 3x3 plan focus on risk capital and human capital, with Aon Business Services (shared ops and data, the Risk Analyzer suite). unverified
NFP integration and middle-market growth. Analytics and AI-driven client insight. unverified
Broker regulation and compensation transparency (UK FCA, EU). unverified
Aon Business Services platform. Data and analytics (Aon Risk Analyzer). AI pilots. unverified
Integration, talent poaching and cyber. unverified
Aon Business Services is a shared-services and platform play. Help standardize NFP onto ABS and scale AI-enabled operations.
Plays to raise
NFP integration and middle-market platformM&A & integrationIdentifiednamed buyer
Why now: NFP integration and middle-market growth.
Ask: A 3-week integration readiness and synergy assurance review: test the synergy case line by line, flag conversion risks, and stand up a weekly synergy tracker the CFO can use with investors.
Why now: "Aon United" plus the 3x3 plan; NFP integration; regional leadership reshuffle in May 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Aon Business Services is a shared-services and platform play. Help standardize NFP onto ABS and scale AI-enabled operations.
Plays to raise
NFP integration and middle-market platformM&A & integrationIdentifiednamed buyer
Why now: NFP integration and middle-market growth.
Ask: A 3-week integration readiness and synergy assurance review: test the synergy case line by line, flag conversion risks, and stand up a weekly synergy tracker the CFO can use with investors.
Why now: "Aon United" plus the 3x3 plan; NFP integration; regional leadership reshuffle in May 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Aon Business Services is a shared-services and platform play. Help standardize NFP onto ABS and scale AI-enabled operations.
Plays to raise
NFP integration and middle-market platformM&A & integrationIdentifiednamed buyer
Why now: NFP integration and middle-market growth.
Ask: A 3-week integration readiness and synergy assurance review: test the synergy case line by line, flag conversion risks, and stand up a weekly synergy tracker the CFO can use with investors.
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
40 Build · about $26M of planned deals (est.); Diamond account; 2 plans not yet started
Their priorities
Greg Case's "Aon United" strategy and the 3x3 plan focus on risk capital and human capital, with Aon Business Services (shared ops and data, the Risk Analyzer suite). unverified
NFP integration and middle-market growth. Analytics and AI-driven client insight. unverified
Aon Business Services platform. Data and analytics (Aon Risk Analyzer). AI pilots. unverified
Aon itself competes with consultancies in human capital and health. Its partners and vendors include SIs and cloud providers. unverified
Integration, talent poaching and cyber. unverified
Aon Business Services is a shared-services and platform play. Help standardize NFP onto ABS and scale AI-enabled operations.
Plays to raise
NFP integration and middle-market platformM&A & integrationIdentifiednamed buyer
Why now: NFP integration and middle-market growth.
Ask: A 3-week integration readiness and synergy assurance review: test the synergy case line by line, flag conversion risks, and stand up a weekly synergy tracker the CFO can use with investors.
Why now: "Aon United" plus the 3x3 plan; NFP integration; regional leadership reshuffle in May 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
40 Build · about $26M of planned deals (est.); Diamond account; 2 plans not yet started
Their priorities
Greg Case's "Aon United" strategy and the 3x3 plan focus on risk capital and human capital, with Aon Business Services (shared ops and data, the Risk Analyzer suite). unverified
NFP integration and middle-market growth. Analytics and AI-driven client insight. unverified
Aon Business Services platform. Data and analytics (Aon Risk Analyzer). AI pilots. unverified
Why now: "Aon United" plus the 3x3 plan; NFP integration; regional leadership reshuffle in May 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.