M&A Deal Summary

USI Insurance Services Acquires Alliance Benefits Solutions

On September 20, 2013, USI Insurance Services acquired insurance company Alliance Benefits Solutions

Acquisition Highlights
  • This is USI Insurance Services’ 36th transaction in the Insurance sector.
  • This is USI Insurance Services’ 39th transaction in the United States.
  • This is USI Insurance Services’ 2nd transaction in Connecticut.

M&A Deal Summary
Date 2013-09-20
Target Alliance Benefits Solutions
Sector Insurance
Buyer(s) USI Insurance Services
Deal Type Add-on Acquisition

Target

Alliance Benefits Solutions

Shelton, Connecticut, United States
Alliance Benefit Solutions designs and implements employee benefits and wellness programs for individuals, families and companies of all sizes.

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Buyer(S) 1

Buyer

USI Insurance Services

Valhalla, New York, United States
Category Company
Founded 1994
Sector Insurance
DESCRIPTION

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.

DEAL STATS #
Overall 39 of 93
Sector (Insurance) 36 of 82
Type (Add-on Acquisition) 30 of 71
State (Connecticut) 2 of 2
Country (United States) 39 of 93
Year (2013) 6 of 9
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2013-07-19 Cohen-Seltzer

Fort Washington, Pennsylvania, United States

Cohen-Seltzer, Inc., provides comprehensive risk management programs and financial solutions for both commercial and personal lines of business.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2013-10-08 Richard J. Princinsky & Associates

Hunt Valley,, Maryland, United States

Richard J. Princinsky & Associates, has partnered with businesses, both corporate and non-profit, to provide a one source solution for employee benefits programs focusing on strategic planning, regulatory compliance, HR support, corporate wellness solutions, custom benefits communications and retirement plan services.

Buy -
Mergr

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