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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.
HBK CPAs & Consultants is a multidisciplinary financial services firm based in Canfield, Ohio, with operations in several states, including Pennsylvania, New Jersey, New York, and Florida. Established in 1949, HBK is one of the largest accounting firms in the U.S., ranking 46th in recent listings. The firm is dedicated to collaboration and a holistic approach to client service, emphasizing integrity, respect, and transparency. HBK offers a comprehensive range of financial services tailored for small to mid-market businesses. Their offerings include accounting and audit services, tax planning and compliance, wealth management through HBKS Wealth Advisors, business valuation, corporate finance, forensic accounting, and business consulting. With a client base of over 20,000, HBK provides customized solutions to meet the unique financial needs of its clients. The firm has also received recognition from notable publications for its excellence in wealth management services.
As a leading franchise brokerage firm in the USA and Canada, Klimate Group is renowned for its exceptional reputation in the industry. Specializing in connecting aspiring entrepreneurs with top franchise opportunities, Klimate Group stands out for its extensive network of franchisors, personalized guidance for franchisees, and commitment to fostering successful partnerships. With a track record of matching individuals with franchises that align with their goals and values, Klimate Group has established itself as a trusted and innovative player in the franchising world, setting the standard for excellence and professionalism.
Tatte Bakery & Café is a fast-casual bakery and café chain founded in 2007 by pastry chef Tzurit Or. Starting from her home kitchen, Or began selling baked goods at Boston farmers markets. Headquartered in Cambridge, Massachusetts, Tatte has grown to 18 locations in Boston and Washington, D.C., focusing on community-centric spaces that create a sense of belonging. The brand is known for its artisanal pastries, cakes, and breads, along with a café menu that features breakfast, brunch, and lunch options inspired by global flavors. Tatte also offers a specialty coffee program, emphasizing quality and consistency. Each café is designed to reflect its neighborhood while maintaining Tatte’s core identity, creating inviting spaces for casual dining, remote work, and social gatherings. Tzurit Or continues to lead the brand, supported by an experienced executive team dedicated to operational excellence and high-quality ingredients.