![]() ![]() We fundamentally believe that clients are best served in such environments.”Īlbert “Skip” Counselman, Chairman of RCM&D, added, “With this combination, both firms are forming a shared vision of the future built on the foundation of each firm’s long and storied history of service to clients dating back more than a century. “This merger, and the development of Unison Risk Advisors, builds on the legacy of our firms’ strong independent and complementary cultures while coming together in a model of employee ownership. “Professional services and advisory businesses require thoughtful strategic growth that allow for continuous enhancement of client resources and opportunities for staff,” said Bob Cawley, President and Chief Executive Officer, RCM&D. Klonk added, “We remain committed to our client relationships, and will continue to invest in talent, and seek opportunities, which align with our strategic goals and corporate values under the newly created Unison Risk Advisors.” ![]() “This merger represents the continued strengthening of our platform for the next generation of employee-owners.” Klonk, Chairman and Chief Executive Officer, Oswald Companies. “This strategic alignment of our like-minded firms is the first step in our partnership and strategic growth plan, through the value-added advancements of an expanded geographic footprint, specialty practices areas, expertise and firm perpetuation,” said Robert J. It will feature a combined workforce of more than 650 employee-owners in 12 office locations throughout the Mid-Atlantic and Midwest. With the merger, Unison Risk Advisors will be 100 percent employee-owned and will rank among the 30 largest brokerage firms. Independent and privately held, RCM&D was founded in 1885, and combined with its subsidiary, RCM&D Self-Insured Services Company (SISCO), ranks as the nation’s 69th largest insurance brokerage in the same survey. ![]() Business” survey that is based on 2019 brokerage revenue. brokerage firm according to the 2020 Business Insurance “Top 100 Largest Brokers of U.S. Both firms will maintain independent brands, operations and management, while merging under the umbrella of Unison Risk Advisors, dba of The JBO Holding Company, to expand service capabilities and specialty practice areas.Ĭleveland, Ohio-based Oswald Companies, founded in 1893, is an independent, employee-owned firm and the 39th largest U.S. The transaction is expected to close on or before Dec. Oswald Companies And RCM&D Announce Strategic Merger To Create One of the Largest Independently Owned Risk Management and Insurance Brokerage Firms in the United StatesĬLEVELAND, OH and BALTIMORE, MD – Oswald Companies and RCM&D have signed a definitive agreement to strategically merge and launch Unison Risk Advisors. ![]()
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