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Every private equity investor and common owner of a portfolio of businesses asks the same question: How can I lower my costs? The answer: Employees. Your employee population is a valuable resource in saving money. You’re already providing benefits to this group, so consider combining them into one health insurance…

Every year, employers stress over the cost of health insurance for employees, but there are some tricks to controlling costs. You have to know what’s driving costs up in the first place – and then figure out how to reign them in. Maybe your company hasn’t shopped around enough for…

Making the right enrollment decision is important – and employees only have one chance per year. What is Open Enrollment? Once a year – during open enrollment, employees can sign on to health insurance, make changes to their health insurance or stop their health insurance plan. The only other time…

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…

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,…

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…

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…

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…

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…