USI Insurance Services - M&A Summary, Ownership, and Business Overview

InsuranceCompany

USI Insurance Services M&A Summary

USI Insurance Services has acquired 94 companies of its own, including 17 in the last 5 years. A total of 3 acquisitions came from private equity firms. It has also divested 1 asset.

USI Insurance Services has acquired in 33 different US states. The Company’s most targeted sectors include insurance (89%) and business services (12%).

USI Insurance Services Ownership

Who owns USI Insurance Services?

USI Insurance Services is owned by CDPQ, KKR and NB Private Equity Partners. It was acquired on March 17, 2017.

Is USI Insurance Services PE-backed?

Yes. USI Insurance Services is owned by private equity investors CDPQ, KKR and NB Private Equity Partners.

Was USI Insurance Services formerly PE-backed?

Yes. USI Insurance Services was formerly owned by 2 private investors.

USI Insurance Services Business Overview

Where is USI Insurance Services headquartered?

USI Insurance Services is headquartered in Valhalla, New York.

What sector is USI Insurance Services in?

USI Insurance Services is an insurance company.

When was USI Insurance Services founded?

USI Insurance Services was founded in 1994.

M&A Summary

  • M&A Total Activity94
    • M&A Buy Activity93
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 25
  • M&A Advisors 2

USI Insurance Services

USI Insurance Services Corp.

100 Summit Lake Drive, Suite 400,
Valhalla, New York 10595
United States,
(914) 749-8504
www.usi.com

USI Insurance Services is a provider of a fully integrated distribution of general and specialty property and casualty insurance and financial services such as employee benefits outsourcing and related consulting. USI Insurance Services was founded in 1994 and is based in Valhalla, New York.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.8/yr) # 79 5 4 3 1 1 93
Sell (0.2/yr) # - - - 1 - - 1
  94

Most Recent M&A

Company Date Value Type
Hignojos Insurance Agency 2024-05-06 - Add-on Acquisition
Odessa, Texas · www.hiatoday.com
Cavanah Associates, Inc. 2023-10-23 - Add-on Acquisition
Honolulu, Hawaii · www.cavanah.com
Ames Grenz Insurance Services, Inc. 2022-05-16 - Add-on Acquisition
Sacramento, California · www.amesgrenz.com
Benefits 7, Inc. 2022-04-18 - Add-on Acquisition
Vincennes, Indiana · www.benefits7.com
D&H Risk Services LLC 2022-01-24 - Add-on Acquisition
Longview, Texas · www.dhriskservices.com
Insurance Services Group, Inc. 2022-01-21 - Divestiture
Edmonds, Washington · www.insuranceservicesgroup.com
Griffin MacLean Insurance Brokers 2021-11-15 - Add-on Acquisition
Bellevue, Washington · www.griffinmaclean.com
Daul Insurance Agency, Inc. 2021-10-11 - Add-on Acquisition
Gretna, Louisiana · www.daulinsurance.com
Insurance and Capital Management LLC 2021-09-20 - Add-on Acquisition
Mill Creek, Washington · www.icmins.com
Reynolds & Reynolds, Inc. 2021-09-07 - Add-on Acquisition
Des Moines, Iowa · www.reynolds-reynolds.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 82 (88%) - 1 (100%) -
Business Services 11 (12%) - - -
Total 93 - 1 -

By Geo

State/Country Buy Value Sell Value
United States 93 - 1 -
  Texas 9 - - -
  New York 7 - - -
  Washington 6 - 1 -
  Florida 5 - - -
  Ohio 4 - - -
  New Jersey 4 - - -
  Indiana 4 - - -
  California 4 - - -
  Rhode Island 3 - - -
  Pennsylvania 3 - - -
  Georgia 3 - - -
  North Carolina 2 - - -
  Missouri 2 - - -
  Minnesota 2 - - -
  Massachusetts 2 - - -
  Illinois 2 - - -
  Connecticut 2 - - -
  Arizona 2 - - -
  Alaska 2 - - -
  Virginia 2 - - -
  South Carolina 1 - - -
  Nevada 1 - - -
  Maryland 1 - - -
  Maine 1 - - -
  Louisiana 1 - - -
  Kansas 1 - - -
  Iowa 1 - - -
  Hawaii 1 - - -
  Colorado 1 - - -
  Alabama 1 - - -
  West Virginia 1 - - -
  Tennessee 1 - - -
Total 93 - 1 -

Top M&A Advisors

Legal Deals
Jones Day
2
Simpson Thacher & Bartlett
1

M&A Connections

Deals
Acquired from
Investor(s)
2%
2 (2%)
Strategic(s)
24%
22 (24%)
Divested to
Strategic(s)
100%
1 (100%)

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