About Oakbridge Insurance Agency
Oakbridge Insurance Agency is a company based in Atlanta (United States) founded in 2020 was acquired by Audax Private Equity in September 2023.. Oakbridge Insurance Agency has completed 5 acquisitions, including Akin Insurance Agency, JHA Risk Management and M D Iverson Group.
- Headquarter Atlanta, United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Oakbridge Insurance Agency Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Akin Insurance Agency
& 4 more
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Acquired by
Audax Private Equity
(Sep 26, 2023)
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Leadership Team
8 people
Software Development Team
7 people
Commercial Team
5 people
Account Team
4 people
Finance and Accounting
3 people
Creative and Marketing Team
2 people
Human Resources and Administration
2 people
Sales and Marketing
1 people
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Funding Insights of Oakbridge Insurance Agency
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Oakbridge Insurance Agency
Oakbridge Insurance Agency has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Audax Private Equity. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Private equity investments in middle market companies across North America.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Oakbridge Insurance Agency
Oakbridge Insurance Agency has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Akin Insurance Agency, JHA Risk Management and M D Iverson Group. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Insurance solutions are provided for businesses and individuals in Atlanta.
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2018 | ||||
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Personal and commercial insurance risk management services are offered.
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2010 | ||||
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Provider of independent insurance agency for personal and business sectors
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2009 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Oakbridge Insurance Agency
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Oakbridge Insurance Agency Comparisons
Competitors of Oakbridge Insurance Agency
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Oakbridge Insurance Agency
When was Oakbridge Insurance Agency founded?
Oakbridge Insurance Agency was founded in 2020.
Where is Oakbridge Insurance Agency located?
Oakbridge Insurance Agency is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
Who is the current CEO of Oakbridge Insurance Agency?
Robbie Smith is the current CEO of Oakbridge Insurance Agency.
What does Oakbridge Insurance Agency do?
Oakbridge Insurance Agency was established in 2020 in Atlanta, United States, as an insurance brokerage firm. Services in the insurance sector are facilitated, including brokerage for various insurance products. Operations are managed from Atlanta, with Robbie Smith serving as CEO. The firm focuses on connecting clients with insurance providers in the U.S. market, maintaining a presence in the brokerage industry.
How many acquisitions has Oakbridge Insurance Agency made?
Oakbridge Insurance Agency has made 5 acquisitions, including Akin Insurance Agency, JHA Risk Management, and M D Iverson Group.
Who are Oakbridge Insurance Agency's investors?
Oakbridge Insurance Agency has 1 investor. Key investors include Audax Private Equity.