Osborn Insurance Agency
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Osborn Insurance Agency - overview
Established
2001
Location
Brick, NJ, US
Primary Industry
Insurance
About
Osborn Insurance Agency, based in the US, delivers a diverse array of insurance solutions tailored to individuals and businesses, focusing on protection and peace of mind through personalized service. Founded in 2001 and headquartered in Brick, New Jersey, Osborn Insurance Agency provides insurance solutions to meet various client needs. In December 2025, Trucordia, a portfolio company of Carlyle Group, acquired Osborn Insurance Agency. Osborn Insurance Agency specializes in a comprehensive range of insurance solutions designed for individuals, families, and businesses.
Their core offerings include auto, home, business, and health insurance, all structured to protect clients' assets and ensure peace of mind. The agency assesses specific client needs, assisting in policy selection and emphasizing personalized service throughout the claims process. It caters to a broad market across New Jersey, particularly in Brick, Toms River, and Jackson, serving both private individuals and business clients. Osborn Insurance Agency's revenue model is primarily based on commissions from insurance policy sales and client premium payments.
The agency engages in direct interactions with clients to evaluate their insurance needs, presenting tailored solutions. Revenue is generated from individual and business clients through core offerings such as auto and commercial property insurance, with pricing structured around policy premiums that vary based on client requirements. This direct-to-consumer model fosters long-term client relationships, supporting retention and the potential for upselling additional services as needs change.
Current Investors
Trucordia Insurance Services, LLC
Primary Industry
Insurance
Sub Industries
Commercial Insurance, Personal Insurance
Website
www.osborninsuranceagency.com/
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Osborn Insurance Agency - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Osborn Insurance Agency | - |
Displaying 1 - 1 of 1

Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.