Most businesses use separate advisors for capital and insurance who never talk to each other. BOXX¹ brings both together under one roof — so your Capital Strategy & Advisory and Commercial Insurance work as one.
We built BOXX¹ to give businesses a better option — whether you need Capital Strategy & Advisory, Commercial Insurance, or both. Work with us for one or let us handle it all. Either way, you get a single advisor who understands your full picture and never leaves gaps between the two.
$10M–$1B revenue businesses across Manufacturing, Construction, Technology, and many more industries.
No salary, no quotas — recommendations driven by what's right for your business.
A focused client base means every business gets real attention, not a call center.
No jargon. No runaround. Just clear guidance from someone who knows the territory.
We learn about your business, equipment needs, and current coverage situation.
We build one coordinated plan covering both financing and insurance together.
We source the best lenders and carriers simultaneously for your situation.
We stay involved as your business grows — adjusting both sides as needs evolve.
Let's start with a conversation about your business.