Oswald Companies was a featured contributor in the Crain’s Cleveland Custom Content: ACG 2021, January 2021. In the article titled “Using Process to Navigate Risk through the COVID-19 Environment,” Jeff Schwab, Senior Vice President, Private Equity at Oswald Companies and Brian Stovsky, Business Development Leader, Private Equity at Oswald Companies,…
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WATCH FULL WEBCAST (Password: Transition2020!) This webinar presented tips for a successful transition when considering the sale or acquisition of a company. Key topics include: The trends of transitioning a business Coverage needed to protect a transaction The appropriate strategy used to set up the deal Post-transition planning The opportunity…
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Taking a deeper dive into how COVID-19 has impacted reps & warranties insurance, deal financing, and giving an overview on cyber and intellectual property protection. Slide Presentation Full Webinar Recording A special webinar presented by: Oswald Companies Benesch KeyBanc Capital Markets June 1, 2020 Our panel of legal, accounting, employee…
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The Impact of COVID-19 on Mergers & Acquisitions Navigate Current Conditions. Leverage Resources. Develop a Plan. Slide Presentation Full Webinar Recording A special webinar presented by: Oswald Companies Benesch Bober Markey Fedorovich April 21, 2020 Our panel of legal, accounting, employee benefits, insurance and retirement plan M&A specialists answered questions and shared…
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Following on the heels of 2017’s record-setting financials, mergers and acquisition activity has continued to accelerate in 2018, all while competition for deals continues to be very intense. Given the current environment of deal velocity and heightened deal competition, the danger of losing a deal to another buyer immediately when…
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As a follow up to our last article, Changes Role through Senior Housing Market, we introduce the topic of “Mergers and Acquisitions Strategy.” As the senior care industry continues to evolve, many owner/operators are looking to grow market share or exit. The challenging environment has led to an unprecedented number of…
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Mergers and acquisitions are expected to accelerate in 2018. Technology continues to lessen the time and cost of completing deals. Higher volumes and faster pace mean that managing risk during the transaction period is more important than ever. As a result, and for good reasons, the use of Representations and…
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CLEVELAND – Sept. 13, 2016 – Oswald Companies, one of the largest independently owned insurance brokerages in the U.S., has announced the acquisition of Transactional Risk Advisors, LLC (TRA), a Cleveland-based insurance advisory firm for the mergers and acquisitions community. TRA was formed in 2012 by Jeff Phillips and Steve…
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It’s no secret that whether you are the buyer or seller, protecting yourself from the chaos of unforeseen liabilities should be of utmost priority. Fortunately, a number of carriers offer transactional liability insurance products. Transactional insurance is a collection of products including representations and warranties, tax liability, pollution and contingent…
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