Oberle Risk Strategies
At a Glance
Put insurance diligence on your pre-close checklist and have a specialist like Oberle run it, then get a second brokerage quote post-close.
- Pricing
- Custom Pricing, No pricing or fee disclosure published; insurance brokerage is conventionally commission-based via carriers. Diligence engagement terms on inquiry.
- Best For
- Getting the target's insurance program scrutinized before close; coverage gaps, misclassified exposures, and premium surprises are classic post-close wounds
Pros and Cons
Pros
- A rare dedicated search-fund/ETA insurance practice rather than a generalist agency
- Covers the full arc: pre-close insurance diligence through post-close brokerage
- Long operating history with institutional verticals beyond ETA
Cons
- No published pricing or engagement terms
- Thin public content signals, few dated posts or fresh materials on the site
- Leadership isn't clearly presented on the site (the principal appears mainly via client testimonials)
What Searchers Say
The name that most often comes up for insurance diligence in search circles; principal August (Felker) is referenced throughout client testimonials. Independent public reviews are scarce, ask for searcher references.