Trusted Advisor
With Oak & Associate’s expertise in M&A, restructuring, valuation and best practices implementation, you can trust us.
Expertise
Oak & Associates was founded in 1991 by Catherine Oak. She has been an industry consultant for 35 years and consulted with thousands of agencies and brokerages across the country over the years.
Excellence
Oak & Associates prides themselves in providing customized professional consulting services to meet the firm’s unique needs.
Professionalism
Catherine has numerous professional designations, such as CIC, CPCU & AAI. She is an industry recognized expert and has written articles for the Insurance Journal for over 20 years.
M&A State of the Industry – 2023
The merger and acquisition arena has never been this busy! All deals currently on the table and many more sellers now appearing or being thrown into this process want and need to close their transactions by year-end. Private equity (“PE”) investors are pouring more and more money into the regional and national brokers. Agency owners…
“She brought a number of buyers. I believe she was responsible for the sale and at a higher price than anticipated.”
Mark Polivka, Monarch Insurance Services, Inc.
See all testimonials
Meet Catherine
Get In Touch
Interested in learning more? Feel free to give me a call or shoot me an email.
catoak at gmail.com
(707) 478-8527
2158 NW Toussaint Drive Bend, Oregon 97703
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