Build: MyTrustDeal Warm Cream Navy v9 (2.4.0)
Partial EquityMCA & GST VerifiedDD Ready VaultHigh ROI Asset
Project INSURANCE-167

Insurance Broking Firm with 25,000+ Active Corporate Policies in Pune

26% EBITDA Margins • ₹39.97 Cr ARR • Turnkey Operation

Financial Services & FinTechPune, MaharashtraEst. 2018 (8 yrs)71 Staff50 views today
Insurance Broking Firm with 25,000+ Active Corporate Policies in Pune
87% AI Match ScoreExcellent Health
Asking Valuation
₹27.02 Cr2.6x EBITDA
Annual Revenue₹39.97 Cr
EBITDA₹10.39 Cr
EBITDA Margin26%
Net Profit₹7.48 Cr
Representation:Verified Founder / Promoter
Advisor Response Rate:Under 2 Hours
Audited Documents:21 Confidential Files

Executive Summary

Highly profitable and established Financial Services & FinTech enterprise operating out of Pune, Maharashtra. Established in 2018, the company has built a pristine client base, deep operating moats, and verified audited books.

Key Investment Highlights & Competitive Moats

Audited FY25-26 revenue of ₹39.97 Cr with verified 26% EBITDA margins
Pristine compliance history with clean GST, MCA, and Income Tax records
40000 sq.ft (Long-Term Leased) modern facility fully equipped with compliant infrastructure
Experienced senior management team remaining post-acquisition for seamless transition

Identified Growth Corridors & Upside Potential

Expansion into Tier-1 export corridors and digital marketplace channels
Capacity utilization currently at 65%, offering immediate upside with existing fixed assets
Strategic synergies for synergistic corporate acquirers and PE roll-up platforms

Hard Assets, Real Estate & IP Included in Sale

  • All plant machinery, tools, and compliant operating equipment
  • Brand trademarks, proprietary customer contracts, and supplier databases
  • Working capital transition support and transfer of operating licenses

Reason for Divestment / Capital Raise

Seeking strategic institutional partner for pan-India expansion

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