Insurance Distribution / InsurTech
Technology-enabled insurance distribution platform generating $85M revenue and $12M EBITDA (14% margin), with 28% revenue growth and 60% gross margin. Operates a network of 18,000+ independent agents, 1.8M+ policies placed and 40+ carrier partners.
Investment Committee evaluation of an acquisition at an implied $150M enterprise value (12.5x EBITDA).
The thesis centers on distribution efficiency, consolidation and technology monetization rather than pure market growth — commissions plus a prospective high-margin SaaS revenue stream from underwriting and claims technology.
Illustrative case developed to demonstrate Investment Committee-level evaluation of a platform-consolidation thesis in a fragmented distribution market.
Access the full representative investment committee memorandum and underwriting assessment.
Leverage Strategic is led by Prashant Gupta, CA, MBA, bringing 10+ years of experience across transaction advisory, M&A, corporate strategy and investor relations. About Prashant → | LinkedIn →