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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.
Maximus Partners is the leading professional services firm for growth-oriented organizations, with deep expertise in both CFO Advisory and Retained and Contingent Search services. We have worked alongside private equity investors and executive teams at PE-backed, privately-held and publicly-traded organizations to support hundreds of finance functions and evaluate and/or place thousands of professionals. This includes providing assessments of people, processes and technology, recommending and implementing solutions, and leading searches to hire key personnel to drive value creation.
Compello Partners is an M&A consulting firm that provides technology, operations and security services to private equity firms, corporations and their portfolio companies. We are strategic operators that conduct pre-acquisition due diligence and post-acquisition services for types such as carve-outs, merger integrations, portfolio transformations, add-on`s, turnarounds and restructuring, sell-side preparedness, and digital transformations utilizing artificial intelligence/robotic process automation.
BKD CPAs & Advisors is a top-tier CPA and advisory firm dedicated to helping people and businesses realize their goals. Our approximately 2,900 dedicated professionals offer solutions to clients in all 50 states and internationally. Our expertise goes well beyond the standard accounting services to include risk management, technology, wealth management and forensic and valuation services. Our clients represent a wide range of industries, and were even part of an alliance of firms that gives us a global reach.