Oakbridge Insurance Partners with The Cole Agency in Montezuma, Georgia

Oakbridge Insurance Acquires Phoenix Associates

October 9, 2025

Insurance

Oakbridge Insurance Agency LLC announced that Phoenix Associates, a Marietta, Georgia-based independent insurance agency focused on private schools and daycares, has joined Oakbridge's platform. The deal expands Oakbridge's specialty offerings in the education sector and gives Phoenix access to broader service capabilities and resources to support growth. Oakbridge is PE-backed (Audax Private Equity) and will operate Phoenix as part of its growing agency platform.

Corsair Capital Invests to Form Oakbridge Insurance Agency from Four Georgia Brokerages

December 17, 2020

Insurance

Private equity firm Corsair Capital made a strategic growth investment to combine Founders Insurance, Hutchinson Traylor Insurance, McGinty‑Gordon & Associates, and Waites & Foshee into Oakbridge Insurance Agency LLC. The combination creates a regional insurance brokerage platform serving Georgia and the Southeast with approximately 175 employees across 15 offices and will pursue organic growth and strategic acquisitions.

Audax Private Equity Acquires Oakbridge Insurance from Corsair

September 26, 2023

Insurance

Audax Private Equity has partnered with Oakbridge's management team to acquire a majority stake in Oakbridge Insurance Agency LLC from Corsair Capital; terms were not disclosed. Audax said it will support Oakbridge's buy-and-build strategy to accelerate growth across the Southeast while Oakbridge's management and employees retain a significant ownership position.

Oakbridge Insurance Partners with The Assurance Center in Tennessee

July 12, 2022

Insurance

Oakbridge Insurance Agency LLC announced a partnership with The Assurance Center, an independent property & casualty insurance agency headquartered in Knoxville, Tennessee. The deal brings The Assurance Center's all-female team and local commercial and personal P&C capabilities into Oakbridge's partnership model, expanding Oakbridge's presence in East Tennessee and adding municipal/public-entity carrier access and risk-management services.

King Risk Partners Acquires Acacia Insurance

November 21, 2025

Insurance

King Risk Partners has acquired Acacia Insurance, an independent insurance agency headquartered in Waltham, Massachusetts, to expand its presence in the New England market. The deal adds Acacia's personal and commercial lines expertise and local client relationships to King Risk's platform to accelerate regional growth and broaden service offerings.

Colony Bankcorp Acquires The Ellerbee Agency

April 1, 2025

Insurance

Colony Bankcorp, Inc. (through its insurance subsidiary Colony Insurance) has acquired The Ellerbee Agency, an Allstate-appointed consumer property and casualty insurance agency. The acquisition adds two office locations in Monroe and Greensboro, Georgia, and brings Sean Ellerbee and eleven experienced agents into Colony Insurance to expand its footprint and customer base.