Oberle Risk Strategies
InsuranceAn insurance brokerage with a dedicated ETA vertical — insurance due diligence on acquisition targets pre-close, then property & casualty, benefits, and life coverage for the acquired company, serving search funds, family offices, and private equity.
- Pricing
- Custom pricing — No pricing or fee disclosure published; insurance brokerage is conventionally commission-based via carriers. Diligence engagement terms on inquiry (site checked 2026-07-10).
- Best for
- Getting the target's insurance program scrutinized before close — coverage gaps, misclassified exposures, and premium surprises are classic post-close wounds
- Last verified
- Jul 10, 2026 — pricing and status checked against primary sources
- Roadmap stages
- 7. Diligence & financing8. Close & transition
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.