Oswald Companies and RCM&D have signed a definitive agreement to strategically merge and launch Unison Risk Advisors.
The transaction is expected to close on or before Dec. 31, 2020. 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.
With the merger, Unison Risk Advisors will be 100 percent employee-owned and will rank among the 30 largest brokerage firms. It will feature a combined workforce of more than 650 employee-owners in 12 office locations throughout the Mid-Atlantic and Midwest.
Oswald and RCM&D serve clients in the core service areas of employee benefits and health insurance, risk management, commercial property and casualty insurance, personal and life insurance, and retirement plan services. Together, the firms see future expansion opportunities through the strategic and geographic growth of each firm’s nationally recognized specialty practices.
To learn more, visit the RCM&D website.