Acquisition footprint Recent news reveals Capitol Insurance Group was acquired by Shepherd Insurance, indicating a shift in market presence and potential cross-sell opportunities with the acquiring entity's client base.

Growth potential Revenue is in the estimated range of 50 to 100 million, suggesting a mid-market insurer with scalable opportunities for additional product lines, risk management services, and bundled programs.

SMB and niche focus The firm serves religious institutions, businesses, and personal lines, presenting a clear cross-sell path into faith-based organizations, small to mid-size enterprises, and homeowner/auto packages.

Independent advantage As an independent agency with a long-standing presence and risk management expertise, there is a strong selling point for advisory services, comparative quotes, and customized coverage solutions to differentiate from captive carriers.

Tech and security Utilizes modern tech stack including WordPress, Google Cloud, and KnowBe4, signaling readiness for digital marketing partnerships, client portals, and security/employee training programs to enhance client engagement and compliance.