Johanna Mayer~~Cathleen Ye~~Laurence Moss~~Guanxiong Xu~~Jonathan Goldstein~~Andrew Mandelbaum~~Matthew Lester~~Lori Lesser~~Kate Mirino~~Steven DeLott~~Krista McManus~~Brian Gluck~~Dennis Durkin~~Erica Rozow~~George Gerstein
January 24, 2026
Audax Private Equity to Invest in Oakbridge Insurance Agency

1 min
AI-made summary
- Simpson Thacher is advising Oakbridge Insurance Agency LLC in a partnership transaction involving Audax Private Equity and Oakbridge management, with Audax investing in Oakbridge
- The deal includes Corsair Capital selling its investment in Oakbridge
- Oakbridge, established in December 2020, is an independent insurance and risk management agency that has grown through organic expansion and 25 acquisitions
- The financial terms of the transaction were not disclosed.
Simpson Thacher is representing Oakbridge Insurance Agency LLC (“Oakbridge”), a leading independent insurance and risk management agency, in connection with the announced partnership of Audax Private Equity alongside management to invest in Oakbridge. Oakbridge was formed in December 2020 by Chief Executive Officer and Co-Founder Robbie Smith and Corsair Capital (“Corsair”). The transaction includes the sale by Corsair of its investment in Oakbridge. Terms of the transaction were not disclosed.~~Oakbridge is a scaled insurance brokerage firm focused on commercial P&C, employee benefits, surety, personal P&C, and risk management services. Led by an experienced management team, the Company has developed an integrated “One Oakbridge” operating model driven by partnership with employees and a culture committed to client service. Oakbridge has exhibited strong growth over the past several years, driven by consistent organic growth and the completion of 25 acquisitions since inception.~~The Simpson Thacher team includes Johanna Mayer, Izaak Lustgarten and Cathleen Ye (M&A); Larry Moss, Meredith Brenton and Guanxiong Xu (Executive Compensation and Employee Benefits); Jonathan Goldstein, Andrew Mandelbaum and Matthew Lester (Tax); Lori Lesser and Kate Mirino (Intellectual Property); Steven DeLott (Insurance); Krista McManus (Real Estate); Brian Gluck and Dennis Durkin (Credit); and Erica Rozow and George Gerstein (ERISA).
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Johanna Mayer~~Cathleen Ye~~Laurence Moss~~Guanxiong Xu~~Jonathan Goldstein~~Andrew Mandelbaum~~Matthew Lester~~Lori Lesser~~Kate Mirino~~Steven DeLott~~Krista McManus~~Brian Gluck~~Dennis Durkin~~Erica Rozow~~George Gerstein
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