M&A Deal Summary

USI Consulting Group Acquires Burke

On January 16, 2024, USI Consulting Group acquired business services company Burke

Acquisition Highlights
  • This is USI Consulting Group’s 2nd transaction in the Business Services sector.
  • This is USI Consulting Group’s 2nd transaction in the United States.
  • This is USI Consulting Group’s 1st transaction in New York.

M&A Deal Summary

Date 2024-01-16
Target Burke
Sector Business Services
Buyer(s) USI Consulting Group
Deal Type Add-on Acquisition

Target

Burke

Rochester, New York, United States
Burke is a regional advisory services firm specializing in retirement plan consulting and administration, actuarial services, and compensation consulting. Burke was formed in 1989 and is based in Rochester, New York.

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Buyer(S) 1

Buyer

USI Consulting Group

Glastonbury, Connecticut, United States

Category Company
Founded 1975
Sector Financial Services
DESCRIPTION

USI Consulting Group is a full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for over 45 years. USI Consulting Group was founded in 1975 and is based in Glastonbury, Connecticut.


DEAL STATS #
Overall 2 of 2
Sector: Business Services M&A 2 of 2
Type: Add-on Acquisition M&A Deals 2 of 2
State: New York M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2024 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-05-01 H&H

Bloomfield, Connecticut, United States

H&H is a provider of comprehensive and integrated actuarial, investment advisory, and retirement plan consulting services. H&H was founded in 1956 and is based in Bloomfield, Connecticut.

Buy -