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Acquiring Minds

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Insurance doesn’t have to be hard. We’re a modern insurance brokerage with a passion for achieving outstanding results for our clients.

Entrepreneurship Through Acquisition

Although insurance coverage can feel like just another item to “check off the list,” taking shortcuts can lead to dangerous exposures and drawbacks.

We work with our clients to properly identify risk exposures and to procure the necessary insurance coverages so that our clients can focus on growing an amazing business and generating outstanding returns for their investors.

Our Process

Oberle’s due diligence offering is 100% free of charge. By relying on Oberle’s expertise and experience, our clients win back time and peace of mind during the pre-closing phase of an acquisition.

Analysis & Due Diligence

Beginning in the diligence phase, we assess the pros and cons of the insurance program of the target acquisition. We typically kickoff our process four to eight weeks prior to closing.

Education & Recommendations

We summarize our findings in a simple, but comprehensive Due Diligence report. We’ll walk you through the potential coverage gaps, the pro-forma insurance pricing, and the program structure changes needed for closing.

Implementation

At closing, we execute on the recommendations and findings outlined in our Due Diligence report. This includes placing improved coverage for a lower premium, implementing risk management strategies, and eliminating coverage gaps.

In 9 out of every 10 client engagements we’re able to reduce spend and/or improve coverage.

Post-Close

We have two primary goals following closing: (1) zero operational disruption, and (2) to quickly build a strong rapport with your new teammates at the company you’ve acquired.

We’re committed to delivering exceptional service to your team. Our Net Promoter Scores (NPS) are among the highest in our peer group.

Above and Beyond

Oberle was founded in 2019 with a mission to create a best-in-class specialty insurance brokerage. We’re modernizing the insurance buying process by leveraging technology and our technical expertise.

Satisfied Clients

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What Our Clients Are Saying

The insurance diligence service provided by August and the team at Oberle are an indispensable element of our acquisition lending poractice. It saves our clients times, money, and reduces risk; win-win-win.

August's offering to entrepreneurs looking to acquire is clear: "I was in your shoes and know exactly what you and your investors care about." Better still, August's standard of service is off-the-charts. I aspire to have our Searchers and Co-Investors talk about us the same way they talk about August.

I've had the chance to work with August for over a decade and know him to be one of the best insurance professionals out there. I can't think of a single person I've referred him to that hasn't hired him and then sent me a personal thank you note afterwards. As a former manager, then colleague, then client, and also as someone that personally now knows August and his family well and consider them top class, I can't recommend August highly enough.