Phelps Represents Valentine Insurance Services in Strategic Partnership with Oakbridge

Phelps advised Valentine Insurance Services in its partnership with Oakbridge Insurance Agency, a Top 50 independent insurance brokerage headquartered in Alpharetta, Georgia. The partnership provides Valentine with access to expanded resources, specialty expertise and carrier relationships while preserving the local leadership and client-focused approach that have driven the firm's success.

Valentine Insurance provides property and casualty insurance and employee benefits solutions across the Mid-South, with recognized expertise in habitational, hospitality and dealer open lot insurance.

The transaction supports Oakbridge's growth strategy by expanding its presence in the Memphis market and adding Valentine's established property and casualty insurance and employee benefits capabilities. It also positions Valentine to provide clients with additional resources and market access while maintaining local decision-making and trusted advisor relationships.

More information about the partnership can be found in the company's press release.

The Phelps deal team included business lawyers John Bobango, Scott Evans, Marye Helen Owen, and Christie Montgomery.