Challenge

Ross came to us needing a polished, institutional-grade CIM that could credibly present the roll-up thesis to sophisticated financial sponsors and institutional investors - taking a detailed written document and transforming it into a visually compelling, PE-standard presentation.

Solution

We redesigned the full CIM into a professional, investor-ready presentation - building a premium visual aesthetic, structuring the narrative across market opportunity, roll-up strategy, synergies, technology stack, and team, and creating custom infographics and data visualizations throughout.

Results

Ross walked into institutional investor conversations with a polished, PE-grade CIM built around a $50M+ combined revenue target and a clear thesis for value creation through consolidation.

Investment Banking

Private Equity

Designing the CIM for 9FB Capital's Financial Services Roll-Up

9FB Capital is a Miami-based investment firm executing a strategic roll-up of fragmented financial services businesses across tax and accounting, wealth management, insurance, M&A consulting, and investment banking - targeting a $7.4T industry ripe for consolidation, tech-enabled integration, and cross-selling synergies. Led by a nine-person leadership team including experienced operators across capital markets, M&A, legal, and business development.

Let's Plan Your Raise

"Overall, great work."

Ross Turner

Designing the CIM for 9FB Capital's Financial Services Roll-Up

$7.4T

US Financial Services Market Being Targeted

$50M+

Initial Combined Revenue Target Post-Acquisition

5-10

Target Firm Acquisitions in Roll-Up Strategy

Ready to raise faster and on better terms?

We start with a 30-minute call to understand where you are in the fundraising process, what you need, and what our engagement could look like. No prep needed.

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