Today's Viewpoint: A MarshBerry Publication

A Conversation With Oakbridge Insurance

April 6, 2021
Gerard Vecchio

Watch Gerard Vecchio, Managing Director – MarshBerry discuss the creation of Oakbridge Insurance with their President & CEO – Robbie Smith.

In Today’s ViewPoint, watch Gerard Vecchio, Managing Director – MarshBerry, discuss the creation of Oakbridge Insurance with their President and Chief Executive Officer – Robbie Smith.

Their discussion this week focuses on the decision process that led four firms to partner and create one of the largest privately-owned insurance, surety, risk management and employee benefit firms in the Southeast.

Todays ViewPoint Play Now

If you have questions about Today’s ViewPoint, or would like to learn more about recent activity in the insurance distribution space, please email or call Gerard Vecchio, Managing Director, at 212.972.4886.

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Investment banking services offered through MarshBerry Capital, Inc., Member FINRA Member SIPC and an affiliate of Marsh, Berry & Company, Inc. 28601 Chagrin Boulevard, Suite 400, Woodmere, Ohio 44122 (440.354.3230)

Contact Gerard Vecchio
If you have questions about Today's ViewPoint, or would like to learn more about how MarshBerry can help your firm determine its path forward, please email or call Gerard Vecchio, Managing Director, Specialty Practice Co-Head, at 212.972.4886.

MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.

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