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Oakbridge to acquire Valentine Insurance in integrated broker partnership
Valentine Insurance splits its book roughly evenly between commercial property and casualty coverage and employee benefits, guiding the rationale for the Oakbridge partnership.
Independent insurance consolidators are increasingly targeting brokers that can advise on both property and casualty coverage and employee benefits from one platform, and Oakbridge Insurance Agency LLC is the latest buyer to move in that direction.
Oakbridge announced a partnership with Valentine Insurance, a Memphis firm operating in Memphis and Nashville. Valentine built its business with roughly half of its book in commercial P&C and about half in employee benefits, reflecting an approach that coordinates property exposure, liability management, and workforce strategy rather than treating them as separate advisory tracks.
MarshBerry data cited in the announcement places Oakbridge at No. 42 among US brokers by revenue in 2025, with $168 million. Oakbridge said it will provide clients with expanded carrier access and specialty resources through the Valentine relationship while keeping local expertise, decision-making, and accountability with the same advisors.
The deal also fits a broader consolidation pattern in the mid-market brokerage space. Insurance Business notes that CBIZ Benefits and Insurance Services was carved out as a standalone unit with more than $400 million in revenue, and that the benefits brokerage segment spanning group health benefits, P&C insurance, and retirement plan advisory is backed by private equity firm New Mountain Capital.