Operating Company Financial Services

Oakbridge Insurance Agency

Atlanta, Georgia, United States

Oakbridge Insurance is a top-50 insurance brokerage and regional insurance and risk management firm, backed by a partnership model, providing tailored P&C, employee benefits, and specialty insurance solutions across industries.

Focus Areas
Insurance Brokerage, Employee Benefits Insurance, Risk Management / Specialty Insurance

Tracked deals

3

3 tracked deals across 2022-2025.

Recent pace

0

0 tracked deals announced in the last 12 months.

Deal mix

Addon

3 addon

Oakbridge Insurance Agency Acquisition Volume by Year

Last 3 years

Acquisition volume by year Annual acquisition counts for the last 3 years for Oakbridge Insurance Agency. 1 2022 1 2023 1 2025

Supporting Data

Recent Transactions

  • Oakbridge Insurance Acquires Phoenix Associates
    October 9, 2025
    Buyer
    Oakbridge Insurance Agency LLC
    Target
    Phoenix Associates
    Industry
    Insurance
    Location
    Georgia, United States
    Type
    Addon

    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.

  • Oakbridge Insurance Partners with The Cole Agency in Montezuma, Georgia
    August 17, 2023
    Buyer
    Oakbridge Insurance Agency LLC
    Target
    The Cole Agency
    Industry
    Insurance
    Location
    Georgia, United States
    Type
    Addon

    Oakbridge Insurance Agency LLC announced a partnership with The Cole Agency, a multi-line insurance agency in Montezuma, Georgia, expanding Oakbridge’s presence and capabilities in the agribusiness and poultry insurance market. The Cole Agency will remain in Montezuma and continue operations while gaining access to Oakbridge’s resources and risk-management platform.

  • Oakbridge Insurance Partners with The Assurance Center in Tennessee
    July 12, 2022
    Buyer
    Oakbridge Insurance Agency LLC
    Target
    The Assurance Center
    Industry
    Insurance
    Location
    Tennessee, United States
    Type
    Addon

    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.

Related Acquisition Pages

Insurance Buyers & Acquisitions 3 tracked deals by Oakbridge Insurance Agency. Acquisitions in Georgia 2 tracked deals by Oakbridge Insurance Agency. Acquisitions in Tennessee 1 tracked deal by Oakbridge Insurance Agency.

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