Insurance brokers
Oswald Companies
Oswald Companies is an insurance brokerage and risk management firm founded in Cleveland in 1893. It is employee-owned, describes itself as one of the nation's largest independent insurance brokerage and risk management firms, and operates as a Unison Risk Advisors company.
Work is organized into five collaborative business units under what the firm calls a "One Oswald" approach: property and casualty, employee benefits, personal client management, retirement plan services, and life insurance. Industry practices include design and construction, health care and aging services, non-profit organizations, manufacturing, architects and engineers, and alternative risk through captives and programs.
Transaction Risk Advisors is an Oswald specialty brokerage created for the mergers and acquisitions community, placing representations and warranties, tax liability, contingent liability and environmental liability insurance and supporting due diligence on deals, divestitures, restructurings and workouts.
The About page describes eight market locations. The locations page lists Cleveland as corporate headquarters, with Akron, Canton, Cincinnati, Columbus, Richfield and Sylvania in Ohio, Bloomfield Hills in Michigan, and Pittsburgh in Pennsylvania. The firm is a partner in Assurex Global, an association of privately held insurance brokers. Commission and fee arrangements are not published.
Best for
Middle-market owners and operators in Ohio, Michigan and western Pennsylvania who want a local employee-owned broker for property and casualty plus benefits, with access to transactional risk cover when they buy or sell.
What they do
- Commercial property and casualty insurance
- Employee benefits consulting
- Personal client (private risk) management
- Retirement plan services
- Life insurance
- Captives and alternative risk programs
- Representations and warranties insurance
- Tax and contingent liability insurance
- Environmental liability insurance
- Risk management consulting
Details
| Attribute | Value |
|---|---|
| Founded | 1893 |
| Ownership | Private |
| Other offices | Akron, OH, Canton, OH, Cincinnati, OH, Columbus, OH, Richfield, OH, Sylvania, OH, Bloomfield Hills, MI, Pittsburgh, PA |
| Memberships | Assurex Global partner |
What stands out
- Founded in Cleveland in 1893; the firm describes a history spanning more than 130 years.
- Employee-owned and operating as a Unison Risk Advisors company.
- Partner in Assurex Global, an association of privately held insurance brokers.
- Runs Transaction Risk Advisors, a specialty brokerage for M&A representations and warranties, tax and contingent liability cover.
- Locations in Cleveland, Akron, Canton, Cincinnati, Columbus, Richfield and Sylvania, Ohio; Bloomfield Hills, Michigan; and Pittsburgh, Pennsylvania.