MarshBerry Serves As Financial Advisor to Unison Risk Advisors Through Strategic Investment Partnership with Peloton Capital Management
MarshBerry is the investment banking firm that advised URA on its new strategic investment partnership.
MarshBerry is pleased to offer its congratulations to Unison Risk Advisors (URA) and Peloton Capital Management (PCM) on their recent partnership. MarshBerry is the investment banking firm that advised URA on its new strategic investment partnership.
Established in 2020 through the merger of Oswald Companies and RCM&D, URA has grown to become one of Business Insurance’s Top 100 largest brokers for 2021 with 12 offices throughout the Mid-Atlantic and Midwest. This strategic investment partnership allows for URA to strengthen its investments in services, talent, and innovation across member firms while continuing to accelerate its perpetuation platform.
“MarshBerry is honored to have worked with URA as the firm positions itself for continued growth,” said Gerard Vecchio, Managing Director – MarshBerry. “Helping independent insurance firms realize their fullest potential is the cornerstone of our business and we are excited for the continued growth and new opportunities that this strategic investment partnership creates.”
MarshBerry is the number one sell side advisor for insurance agencies and brokerages for the 23rd year in a row and retains its position as the industry leader for total number of clients advised1. Since 1999, MarshBerry has advised on more than 1,000 merger & acquisition transactions which is approximately 24% of the total tracked deal flow during this period as reported by S&P Global Market Intelligence.
Terms of the transaction were not disclosed. For more information regarding MarshBerry’s capital raising solutions, please email Gerard Vecchio at Gerard.Vecchio@MarshBerry.com or call 212.972.4886.
1Source: S&P Global Market Intelligence, data pulled as of January 31, 2022; showing the top six advisors with the largest number of deals in 2020. “Clients Advised” represents the number of different buyers or sellers advised during 2020.