Acquisition Opportunity Capax was acquired by Hub International in January 2021, indicating potential alignment with Hub’s existing carrier relationships, wholesale and brokerage capabilities, and cross-sell of risk management solutions.

Growth via Scale With revenue in the 50 to 100 million range and a footprint of two California retail locations, Capax presents a blended retail and wholesale distribution model suited for strategic partnerships to expand market share and product lines.

Mid‑Market Focus As a regional insurer serving commercial and personal lines, Capax is positioned to pursue mid-market businesses that require specialized property/casualty products, presenting opportunities for add-on coverage lines and bundled solutions.

Technology Landscape Current tech stack includes WordPress, Pardot, and PHP among others, signaling openness to marketing automation, digital onboarding enhancements, and data-driven targeting to improve lead generation and client engagement.

Growth Levers Two retail locations and general agency status for specialty products suggest opportunities to expand agency relationships, enhance distribution through carrier partnerships, and leverage Hub International’s network for cross-sell of specialty and wholesale insurance solutions.