Peloton Capital Management Makes Minority Investment in Unison Risk Advisors
March 16, 2022
Peloton Capital Management (PCM), a Toronto-based private equity firm, has agreed to acquire a minority ownership stake in Unison Risk Advisors (URA). URA — a leading independent, majority employee-owned insurance brokerage and risk management platform formed from Oswald Companies and RCM&D — will remain privately held as the investment supports the platform's organic and transactional growth; financial terms were not disclosed.
- Buyers
- Peloton Capital Management
- Targets
- Unison Risk Advisors
- Industry
- Insurance
- Location
- Ohio, United States
- Transaction Type
- Growth capital
Explore More
Related Acquisitions
-
Unison Risk Advisors Adds Gibson Insurance Agency as New Platform Partner
July 1, 2025
Insurance
Unison Risk Advisors (URA) announced that Gibson Insurance Agency, Inc., an independent and employee-owned risk management and employee benefits firm founded in 1933 and headquartered in South Bend, Indiana, has merged into URA as its seventh platform company. The transaction, backed by URA's existing private equity partner Peloton Capital Management, expands URA's geographic footprint and specialty capabilities while Gibson retains its name and leadership team.
-
Unison Risk Advisors Adds Avondale Insurance Associates as Platform Partner
October 17, 2024
Insurance
Unison Risk Advisors announced that Avondale Insurance Associates has joined URA as its fifth platform company and the first in its non-retail division. Avondale, an excess and surplus lines underwriting management company based in Boston, will maintain operational independence while contributing specialty underwriting capabilities and international capacity relationships to URA's employee-owned platform.
-
Unison Risk Advisors Adds NSI Insurance Group
June 21, 2023
Insurance
Unison Risk Advisors (URA) announced the addition of Miami-based NSI Insurance Group as the third platform partner, closing on June 20. The deal expands URA’s footprint in the South Atlantic and transitions NSI’s ~130 employees into URA’s employee-ownership structure to support future strategic and geographic growth.
-
Ascend Capital Partners Acquires Majority Stake in Unison Therapy Services
January 9, 2025
Healthcare Services
Ascend Capital Partners, a healthcare-focused private equity firm, has acquired a majority stake in Unison Therapy Services, a leading outsourced provider of Pre-K–12 therapy services in the California market. Ascend will provide operational and clinical expertise to expand access and enhance delivery of speech, behavioral, physical and occupational therapies; financial terms were not disclosed.
-
The Carlyle Group and Management Acquire Unison from Abry Partners
June 29, 2020
Software
Global investment firm The Carlyle Group, together with Unison management, has acquired Unison from Abry Partners. Carlyle will partner with Unison’s management to invest in and grow the company’s cloud-based procurement, supply chain and contract management software for U.S. federal agencies and government contractors.
-
Madison Dearborn Partners Acquires Majority Stake in Unison from Carlyle
July 12, 2022
Software
Funds affiliated with Madison Dearborn Partners (MDP) will acquire a controlling stake in Unison from funds managed by Carlyle, with Carlyle remaining a minority investor. The investment will support Unison's software innovation and growth in procurement, supply chain, and contract management solutions for U.S. federal agencies and government contractors; financial terms were not disclosed.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.