HR Execs on the Move


 
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Oakbridge Insurance

Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.

Automation AMA

Automation AMA offers advisory and consulting services to manufacturers, capital equipment OEMs, and investment firms seeking industrial holding targets. For manufacturers, Automation AMA assists in determining optimal processes for automation, facilitates the creation of RFQs (requests for quotes), manages relationships with automation providers, evaluates proposals, and oversees the automation build process. Clients benefit from the expertise of a seasoned automation veteran with almost 3 decades of experience, ensuring a smooth and successful automation project. Automation OEMs and machine builders can access advisory services, board of director roles, fractional CEO, CTO, COO, and CRO services, business development assistance, strategy planning, standardization of manufacturing and engineering processes, and sales leadership and training. Investment firms receive support with target identification, ownership introductions, due diligence, and business process analysis. Automation AMA also provides temporary or full-time CxO leadership or board of director advisory services to complement existing leadership teams. With over 28 years of experience in founding and growing an automation business, Automation AMA is uniquely positioned to understand the challenges faced by business leaders and entrepreneurs on a daily basis. Founded and led by an industry leader in assembly, robotics, and packaging, Automation AMA offers a comprehensive range of services to support clients throughout their automation journey, as well as to refine engineering, sales, operations, and business development functions.

Rees Broome, PC

Rees Broome, PC is a leading law firm located in Virginia, recognized for its extensive legal services and interdisciplinary approach to complex legal matters. The firm has established itself as one of the top law firms in the state, featuring a team of award-winning attorneys with diverse expertise. The firm offers a variety of legal services, including civil litigation, construction law, mergers and acquisitions, and corporate law. Rees Broome is particularly noted for its national ranking in construction litigation and its Tier 1 rankings in business organizations and corporate law. Additionally, the firm provides legal counsel for community associations, addressing issues related to land use, employment, and insurance coverage law. Rees Broome serves a wide range of clients, including community associations, businesses, and individuals involved in various legal challenges.

MACC Investment Group LLC

MACC Investment Group will endeavor to re-energize portfolio brands by providing consistent supportive leadership. We hold our internal support teams accountable to the task of delivering on a mission that supports improving guest transactions concurrent with growing market share. We will develop and coach behaviors that drive performance while holding our corporate team accountable in a business environment that rewards and celebrates improved diligence and fiscal responsibility.