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OAKBRIDGE INSURANCE AGENCY

Deals Overview

Total Deals2

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Robbie Smith
CEO
Matt James
CFO and Chief Acquisition Officer
Michael Dollar
COO

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maynard cooper & gale

legal advisors (1)

1 Shared Deal

1 For

n/a

Total Value

marsh

financial advisors (1)

1 Shared Deal

1 For

n/a

Total Value

morrison foerster

HQ - San Francisco

legal advisors (1)

1 Shared Deal

1 For

n/a

Total Value

gca advisors

financial advisors (1)

1 Shared Deal

1 For

n/a

Total Value

chapman and cutler

HQ - Chicago, United States

legal advisors (1)

1 Shared Deal

1 Opposite

n/a

Total Value

sard verbinnen & co

pr advisors (1)

1 Shared Deal

1 Opposite

n/a

Total Value

simpson thacher & bartlett

HQ - New York

legal advisors (2)

2 Shared Deals

1 For | 1 Opposite

n/a

Total Value

dowling hales

HQ - New York

financial advisors (1)

1 Shared Deal

1 Opposite

n/a

Total Value

monroe capital

HQ - Chicago

debt providers (1)

1 Shared Deal

1 Opposite

n/a

Total Value

agc partners

HQ - Boston, United States

financial advisors (1)

1 Shared Deal

1 Opposite

n/a

Total Value

morgan stanley

HQ - New York

financial advisors (1)

1 Shared Deal

1 For

n/a

Total Value

piper sandler

HQ - Minneapolis, Minnesota, United States

financial advisors (1)

1 Shared Deal

1 For

n/a

Total Value

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