Our Story

Unison Risk Advisors was established in 2020 through the historic and strategic merging of Oswald Companies and RCM&D. Today it is one of the largest privately held and employee-owned insurance brokerage and risk management firms in the U.S.

Our holding company structure supports independence through employee ownership, and provides for independent operating autonomy and maintenance of regional market brands. Partner firms leverage our shared business and solution services functions and an aligned model based on a strong organic growth orientation, all while ensuring deep specialization and experience across the partnership.

Partner firms also gain the advantage of large-scale technology efficiencies, contract aggregation, talent sourcing and development, signature product and client service innovations, and access to specialty industry expertise.

In addition, everyone in the Unison Risk Advisors family of companies and partners has a shared people-centered culture, and relationships-first philosophy. It is the key driver of our success and perpetuation.

Mission

Empowering Independence: The mission of Unison Risk Advisors is to secure a thriving future for independent insurance and risk management firms; their owners, their employees, their clients; and the communities they serve.

Vision

Perpetuation Through Partnership: The Unison Risk Advisors platform delivers an alternative perpetuation path for firms seeking to maintain their independence, accelerate their growth and perpetuate their future.