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How Health Insurance and Plan Choices Are Key for Retention, Controlling Costs

Brian Stovsky

Employee benefits have become a key part of the hiring and retention of employees in today’s hiring market. There is increased stress on compensation as demand for higher salaries and pay rates come from potential hires and the existing workforce. An employer’s willingness to put the time and effort into…

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Private Equity Risk and Insurance: Avoid Closing Pains by Addressing HR, Benefits Issues: Crain’s Cleveland Feature

oswaldcompanies

Oswald Companies was a featured contributor in the Crain’s Cleveland Custom Content: ACG 2022, January 2022. In the article titled “Avoid Closing Pains by Addressing HR, Benefits Issues,” Brian Stovsky, Business Development Leader, Private Equity at Oswald Companies, discusses the importance of making employee benefits a key focus as M&A…

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Private Equity Risk and Insurance: Navigating the COVID-19 Environment: Crain’s Cleveland Feature

oswaldcompanies

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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[On-Demand Webinar] Mergers and Acquisitions: Tips for a Successful Transition

oswaldcompanies

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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On-Demand Webinar: The Impact of COVID-19 on Mergers and Acquisitions

oswaldcompanies

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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On-Demand Webinar: COVID-19 | Mergers and Acquisitions | Private Equity Firms

Oswald Companies

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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Protecting Interests in a Heated Market: Insurance Services, Products Evolve to Minimize Risk

Jeffrey Schwab

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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M&A Strategy Considerations for Senior Healthcare Providers

Jake Pease

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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Reps and Warranties Insurance: A Paradigm Shift in M&A Risk Management

Jeffrey Schwab

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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Oswald Companies Announces Acquisition of Transactional Risk Advisors, LLC

oswaldcompanies

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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