Matt James is EVP, CFO & Chief Acquisition Officer at Oakbridge Insurance, which he co-founded in 2020. He has closed more than 100 deals across his career, 60+ at Oakbridge alone, and has spent roughly half of that time in insurance brokerage M&A, both as a banker and as an operator.
Matt James, EVP, CFO & Chief Acquisition Officer at Oakbridge Insurance, co-founded the platform in 2020 and has since closed 60+ acquisitions. In this episode, he breaks down how Oakbridge built integration into the deal process from day one, what he's seen go wrong at billion-dollar platforms that didn't, and how he structures deals, teams, and data systems to hold up under serious buyer scrutiny.