News

Building Resilient Companies Using Human Capital and Risk Management Strategies

Investors and portfolio companies, particularly acquisitive middle market and lower-middle market firms, have different challenges than in years past. Volatile market conditions, higher costs of debt and competitive acquisition markets have made management teams rethink their growth and retention strategies.   In many cases, these strategies start and end with…

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Four Tips to Reduce Risk in Your Transactions

Business transactions can be risky, especially when it comes to mergers and acquisitions or joint ventures. Financial, operational and legal risks have always been a part of the equation, but new trends are coming to light.   Executives must consider how the global business environment and economy will weigh on…

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How to Weave Technology into Your M&A Deal

Years ago, mergers and acquisitions were sealed with a handshake. Those involved in the deal met in person and technology was in its infancy.   Times have changed. As technology becomes a bigger part of doing business, there are many more risks to be considered when a merger is in…

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Demand for Transaction Insurance Continues to Surge

Dealmakers are increasingly turning to transactional insurance products as risk mitigation tools in mergers and acquisitions. While successful private equity buyers have been using representations and warranties insurance to distinguish their bids in auctions for many years, a growing percentage of corporations are buying in.   Corporate acquirers are typically…

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Oswald Companies Announces Acquisition of Transactional Risk Advisors, LLC

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 Lee,…

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