Oakbridge Insurance Agency LLC, an independent insurance and risk management advisor, has formed a partnership with The Greer Agency, Inc of Georgia. Oakbridge and Greer closed the transaction on May 3, 2021, and terms of the transaction were not disclosed.
The combination of the two firms will provide clients with enhanced employee benefits offerings, and supports Oakbridge’s continued expansion in Georgia and throughout the Southeast, the company said in a statement.
Greer has specialized in providing employee benefits services for entrepreneurs in the Southeast for more than 50 years. It offers a range of benefits products to middle-market clients, with specialty expertise in municipalities, telecommunications, construction and multi-site retail, among others.
Oakbridge CEO Robbie Smith said the combination of Greer with Oakbridge will allow both firms to serve clients with an expanded suite of resources and end-market expertise.
Greer will maintain its office in McDonough, Georgia and will immediately transition to the Oakbridge brand.
Founded in 2020 through the merger of four insurance and risk management firms in the Southeast, Oakbridge Insurance Agency LLC is a partnership model for firms seeking accelerated growth, access to capital and an expanded suite of resources with which to serve clients. It has approximately 200 employees serving clients in Georgia, Florida, North Carolina, South Carolina, Alabama and Tennessee. It specializes in agribusiness, bonds/surety, coastal property, municipalities, senior living and healthcare, among others.
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