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Specializing in post-acquisition integration and restructuring, achieving operational excellence, supporting buyers like private equity firms with due diligence and deal dynamics, as well as coaching and development.
Keeper is an app to help bookkeepers run a better month-end close. It is an all-in-one Client Portal, task manager, file QA tool, and management reporting app.
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.
Joshu is an insurance product development and distribution platform that helps insurance product owners configure, launch and update their products without coding. Designed for insurance professionals and packed with features accelerating product setup, Joshus portals and Underwriter Desk come out of the box and support the full lifecycle of a policy. Founded by technology experts experienced in selling insurance online, Joshu was purpose-built to give insurance professionals the tools they need to harness digital distribution and win new markets faster.