Osborn Insurance Agency

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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 TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedOsborn Insurance Agency-

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