Challenge

Jane came to us with existing deck content that needed to be restructured and redesigned to match Republic Financial's brand identity - while clearly communicating a sophisticated consolidation thesis to accredited investors evaluating a private placement.

Solution

We redesigned the full investor deck - aligning the visual identity with Republic's brand guidelines, restructuring the narrative flow across the consolidation thesis, pipeline, financials, and vertical expansion roadmap, and refining the leadership and operator slides to convey the depth of the team's track record.

Results

Jane walked away with a polished, investor-ready deck built to support Republic Financial's capital raise - covering an active pipeline of agencies across the Great Lakes region with $16.95M in combined annual commissions.

Insurance

Finance

Building the Investor Deck for Republic Financial's Insurance Consolidation Play

Republic Financial is building an insurance distribution platform through a hub-and-spoke acquisition model - targeting the 52% of small agencies generating under $1.25M in revenue that larger aggregators overlook. Led by a CEO who scaled revenue from $20M to $675M at a prior firm, the team is executing a disciplined buy-improve-exit playbook designed to deliver 13-15x+ EBITDA multiples at exit.

Let's Plan Your Raise

"This is really great, Giorgi."

Jane Morris

Building the Investor Deck for Republic Financial's Insurance Consolidation Play

$318.5M

Midpoint Exit Valuation at Scale

$16.95M

Active Pipeline in Annual Commissions

13-15x+

Target EBITDA Multiple at Exit

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.

Let's Talk