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Union Advisors

Strategic growth advisor to FinTech and Wealth Management organizations

The Formations Company

Our number one priority is successfully creating and providing essential services and support for limited companies in the UK. Our straightforward process can have your company set up in a matter of hours!

American Business Development

American Business Development Corporation (ABD) helps B2B service providers build scalable, high-impact business development (BD) operations. We specialize in structuring BD strategies, aligning marketing and outreach efforts, and securing key partnerships to drive growth. Whether through a customized Business Development Plan®, implementing BD processes, or serving as an outsourced BD team, ABD ensures companies have the tools, strategy, and execution needed to expand their client pipeline and increase revenue. ABD was founded on the belief that business development is built on relationships, not automation. We dont rely on spam emails or impersonal outreach. Instead, we focus on strategic engagement, tailored messaging, and real human connections to generate high-quality leads and long-term partnerships. Our expertise spans industries such as life sciences, medical devices, professional services, and international trade, helping companies break into new markets and optimize BD functions. For companies expanding into the U.S. market, ABD provides outsourced BD solutions, acting as a dedicated U.S.-based BD team. We represent companies at key industry conferences, execute outreach on partnering platforms, conduct meetings, and manage post-conference follow-up—ensuring that warm, engaged leads are seamlessly transferred to the clients internal team. This eliminates costly international travel while maximizing business development opportunities. ABD also supports export strategies, helping companies expand into foreign markets through strategic partnerships, trade mission planning, and regulatory alignment. With over 20 years of international economic development experience, we connect businesses with high-value clients and funding opportunities through government agencies, accelerators, and industry leaders. At ABD, we dont just generate leads—we build long-term, sustainable BD operations that drive growth beyond our engagement.

Oakbridge Insurance

Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.