# Oberle Risk Strategies

Insurance diligence and placement for acquirers.

An 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. Its ETA practice names reps and warranty insurance alongside property and casualty, benefits and life, and it says it kicks off four to eight weeks before a close.

- Category: Insurance
- Pricing model: Custom Pricing
- Where it fits: Diligence & Close the Deal, Operate & Grow the Business
- Website: https://www.oberle-risk.com

## 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.

## What It Costs

The diligence read is free: the firm states its due diligence offering is 100% free of charge, and it earns on placing the cover afterwards. 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](https://searchspheresource.com/glossary/worker-classification) exposures, and premium surprises are classic post-close wounds

## Pros and Cons

- Pro: A rare dedicated [search-fund](https://searchspheresource.com/glossary/search-fund)/ETA insurance practice rather than a generalist agency
- Pro: Covers the full arc: pre-close insurance diligence through post-close brokerage
- Pro: Long operating history with institutional verticals beyond ETA
- Con: No published pricing or engagement terms
- Con: Thin public content signals, few dated posts or fresh materials on the site
- Con: 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](https://searchspheresource.com/glossary/searcher) references.

## Sources

- https://www.oberle-risk.com/

Also on this site: https://searchspheresource.com/resources/category/insurance.md
Source: https://searchspheresource.com/resources/oberle-risk-strategies
Last checked: 2026-09-07

Site index for machines: https://searchspheresource.com/llms.txt