M&A Deal Summary

USI Acquires Benefit Partners of America

On November 23, 2004, USI acquired insurance company Benefit Partners of America

Acquisition Highlights
  • This is USI’s 3rd transaction in the Insurance sector.
  • This is USI’s 3rd transaction in the United States.
  • This is USI’s 1st transaction in Tennessee.

M&A Deal Summary
Date 2004-11-23
Target Benefit Partners of America
Sector Insurance
Buyer(s) USI
Deal Type Add-on Acquisition

Target

Benefit Partners of America

Tennessee, United States
Benefit Partners of America is a worksite marketing firm that designs, markets and administers voluntary insurance programs via payroll deduction for large U.S. employers.

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Buyer(S) 1

Buyer

USI

Briarcliff Manor, New York, United States
Category Company
Founded 1994
Sector Insurance
Employees3,018
DESCRIPTION

USI is a provider of employee health and welfare products and related consulting and administration services.

DEAL STATS #
Overall 3 of 5
Sector (Insurance) 3 of 4
Type (Add-on Acquisition) 3 of 5
State (Tennessee) 1 of 2
Country (United States) 3 of 5
Year (2004) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2004-04-05 Bertholon-Rowland

New York, New York, United States

Bertholon-Rowland Corp. is an insurance brokerage company that offers personal and business insurance plans.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2007-02-27 H.W. Gates Agency

Memphis, Tennessee, United States

H.W. Gates Agency, Inc. is a provider of property-casualty insurance products and services to businesses throughout the Memphis-metro area.

Buy -
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