top of page
FINANCIAL & INSURANCE SERVICES
Oakbrook has years of operational and transactional experience in the financial and insurance services sector. Oakbrook leverages this hands-on experience to position our clients for future success. By maintaining relationships with institutional buyers and financial sponsors, we ensure our clients achieve optimal results. We have experience working with companies in the following sectors:
Agencies and Brokerages
Asset Management / Wealth Management
Banks
Commercial/Consumer Finance
Insurance Services
Insurance Underwriting
MGAs
Payment Processing
Third-Party Administration
Oakbrook Advisory is a trusted advisor to companies operating in financial and insurance services and is well equipped to advise clients. We bring senior-level attention to every matter and we understand the importance of making informed decisions to achieve the optimal outcome.
bottom of page