Auctus Capital Partners is pleased to announce that it acted as exclusive financial advisor to EngageCX Inc. (“EngageCX”), a rapidly growing, technology-enabled health insurance customer acquisition and brokerage platform, on a strategic growth capital investment led by PNC. The financing positions EngageCX to accelerate platform expansion and capitalize on rising demand for compliant, data-driven insurance distribution.
EngageCX operates a technology-enabled insurance distribution platform that connects consumers with personalized health insurance solutions through data-driven customer acquisition, compliant marketing, and licensed sales support. The company partners with leading insurance carriers, agencies, and distribution organizations to improve enrollment outcomes, lift conversion rates, and deliver a seamless customer experience across a broad range of health insurance products.
As demand for compliant, technology-enabled insurance distribution continues to accelerate, EngageCX has expanded its national footprint and broadened its platform capabilities while maintaining a disciplined focus on regulatory compliance, operational excellence, and durable carrier partnerships. To fund its next phase of growth, the company engaged Auctus Capital Partners to evaluate strategic financing alternatives and secure institutional growth capital.
Auctus designed and executed a targeted, competitive capital raise, engaging a select group of institutional lenders and strategic capital providers to identify a financing solution aligned with EngageCX’s long-term growth strategy. The investment provides the company with growth capital to scale its platform, deepen investment in technology and customer acquisition, and further strengthen its position in the rapidly evolving health insurance distribution market.
“We enjoyed working closely with the EngageCX team on this transaction,” said John Dilatush, Managing Director at Auctus Capital Partners, who led the engagement. “EngageCX has built a differentiated, data-driven platform that delivers high-quality, compliant customer acquisition and enrollment outcomes. We are excited to support the company as it enters its next phase of growth and continues to capitalize on accelerating demand for technology-enabled insurance distribution solutions.”
Auctus Capital Partners served as exclusive financial advisor to EngageCX throughout the transaction. The engagement was led by Managing Director John Dilatush and Director Ovais Siddiqui.
About Auctus Capital Partners
Auctus Capital Partners is a leading investment banking and financial advisory firm focused exclusively on serving lower middle-market companies. The firm specializes in mergers and acquisitions, private placements of debt and equity, growth capital raises, financial restructuring, valuation, and strategic advisory services. With deep sector expertise and extensive relationships across institutional investors, private equity firms, family offices, and lenders, Auctus delivers customized capital solutions designed to maximize shareholder value and support long-term growth.
About EngageCX
EngageCX is a technology-enabled health insurance customer acquisition and brokerage platform that helps consumers identify and enroll in tailored insurance coverage while delivering high-quality leads and compliant enrollment solutions to insurance carriers, agencies, and distribution partners. Through data-driven marketing, licensed sales professionals, and advanced customer engagement capabilities, EngageCX improves conversion, enhances the customer experience, and supports scalable growth across the health insurance ecosystem.