Unison Risk Advisors Announces Investment Partnership With Peloton Capital Management
Summary
Partnership positions the Unison Risk Advisors platform for accelerated growth and maintaining its independence CLEVELAND and BALTIMORE – March 16, 2022 – Unison Risk Advisors (URA) today announced a strategic investment partnership with Peloton Capital Management (PCM) a Canadian private equity firm based in Toronto. PCM’s first fund was launched in 2018 with a 15-year life and the backing of a diverse group of family offices, pension plans, financial institutions and individual investors. “Unison Risk Advisors was created as an alternative path for independent firms to stay the course amid industry consolidation and maintain focus on the critical needs of its employees, clients and communities,” said Robert J. Klonk, Chairman and Chief Executive Officer of Unison Risk Advisors and Oswald Companies. “Together, in partnership with PCM, and through the strengthening of our investments in services, talent, and innovation in our URA firms, we can accelerate and perpetuate our platform while continuing to make a meaningful difference in the lives of our employees and clients.” “The purpose of Unison Risk Advisors is centered in the belief that clients are best served by independently managed and well-resourced firms, and PCM’s sector expertise, and relationships-first philosophy, aligns perfectly with the mission and culture of our URA partner firms,” said Bob Cawley, President, Unison Risk Advisors, and President and Chief Executive Officer, RCM&D. “Unison’s platform model is centered around maintaining the independence, entrepreneurship, and community presence of partner firms while offering the benefits of scale that come from a larger platform.” Unison Risk Advisors, a leading independent risk management, insurance and employee benefits firm was established in 2020 through the strategic merger of Oswald Companies and RCM&D.