Unison Risk Advisors

Mar 11

SECTOR: Financial Services

INVESTMENT YEAR: 2022

STATUS: Current

CEO: Bob Klonk

About

Unison Risk Advisors is one of the largest privately held and employee-owned independent risk management, insurance, and employee benefits firms in the United States. The company was established in 2020 through the strategic merger of Oswald Companies and RCM&D, two privately held insurance brokerages with storied histories dating back to 1893 and 1885, respectively. Unison Risk Advisors is committed to an independent brokerage service model guided by the belief that clients and the communities they operate in are best served by professionally managed and well-resourced firms that can act independently upon the best interests of the client.

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In The News

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123DENTIST EXPANDS COMMITMENT TO ELEVATING CARE WITH THE ACQUISITION OF MCA DENTAL GROUP

123Dentist, one of Canada’s fastest growing dental support organizations (DSO), announced today that it has entered into a definitive agreement to acquire MCA Dental Group Limited, an Ottawa-based DSO with 27 locations across Ontario and Québec.

GIBSON INSURANCE AGENCY, INC. JOINS UNISON RISK ADVISORS

Unison Risk Advisors is pleased to announce its strategic merger with Gibson Insurance Agency, Inc. This is the seventh platform company to join URA and the 26^th transaction overall since the firm’s establishment in 2020. Gibson Insurance Agency, Inc., a leading independent and employee-owned risk management and employee benefits firm, was founded in 1933 and serves clients across the U.S. from offices in Indiana, Michigan, Illinois, Arizona, and Utah. In accordance with the URA model, Gibson will continue to operate under its name, with the same leadership and client service teams in place.

UNISON RISK ADVISORS ANNOUNCES ADDITION OF NEW PARTNER FIRM, ORLANDO-BASED HATCHER INSURANCE

Unison Risk Advisors is pleased to announce the addition of its newest partner, Hatcher Insurance. This is the sixth platform company to join the firm and the 25^th transaction overall since URA’s establishment in 2020. Hatcher Insurance is an Orlando, Florida-based insurance brokerage firm offering property and casualty, surety bonding, employee benefits and personal insurance. Serving Florida for nearly 80 years, the Hatcher family has deep roots in the insurance community. In 2020, insurance industry veterans Billy Palmer, Bryan Robertson and Cory Broadaway acquired Hatcher Insurance. As a partner in the URA model, they will continue operations as Hatcher Insurance.

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