M&A Deal Summary

USI Insurance Services Acquires de la Parte & Associates

On September 23, 2011, USI Insurance Services acquired insurance company de la Parte & Associates

Acquisition Highlights
  • This is USI Insurance Services’ 21st transaction in the Insurance sector.
  • This is USI Insurance Services’ 23rd transaction in the United States.
  • This is USI Insurance Services’ 2nd transaction in Florida.

M&A Deal Summary

Date 2011-09-23
Target de la Parte & Associates
Sector Insurance
Buyer(s) USI Insurance Services
Deal Type Add-on Acquisition

Target

de la Parte & Associates

Tampa, Florida, United States
de la Parte & Associates, an employee benefits & insurance consulting firm specializing in corporate health and welfare benefits, cutting edge wellness initiatives, retirement services, executive benefits, and human resources consulting for middle-market businesses.

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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 23 of 93
Sector (Insurance) 21 of 82
Type (Add-on Acquisition) 18 of 71
State (Florida) 2 of 5
Country (United States) 23 of 93
Year (2011) 7 of 9
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2011-09-21 First Place Insurance Agency

Youngstown,, Ohio, United States

First Place Insurance is one of the middle-market insurance brokerage firms in the Youngstown / Warren, Ohio, market place. First Place Insurance specializes in commercial property & casualty and employee benefits insurance for middle-market businesses and personal lines insurance for individuals.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2011-11-29 Barros International

Reston,, Virginia, United States

Barros International, is an employee benefits brokerage firm specializing in diplomatic organizations and middle-market businesses.

Buy -