M&A Deal Summary

USI Insurance Services Acquires Molton Allen & Williams

On December 23, 2013, USI Insurance Services acquired insurance company Molton Allen & Williams

Acquisition Highlights
  • This is USI Insurance Services’ 38th transaction in the Insurance sector.
  • This is USI Insurance Services’ 42nd transaction in the United States.
  • This is USI Insurance Services’ 1st transaction in Alabama.

M&A Deal Summary

Date 2013-12-23
Target Molton Allen & Williams
Sector Insurance
Buyer(s) USI Insurance Services
Deal Type Add-on Acquisition

Target

Molton Allen & Williams

Birmingham, Alabama, United States
Molton, Allen & Williams, is a privately-owned, independent insurance brokerage and advisory firm. Molton, Allen & Williams offers commercial and personal lines and employee benefits to clients.

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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 42 of 93
Sector (Insurance) 38 of 82
Type (Add-on Acquisition) 33 of 71
State (Alabama) 1 of 1
Country (United States) 42 of 93
Year (2013) 9 of 9
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2013-12-10 Van Gilder Insurance

Denver, Colorado, United States

Van Gilder Insurance is a privately held insurance brokerage firm serving clients in the Rocky Mountain region and across the U.S. The company offers business insurance, employee benefits programs, risk management services and personal insurance products.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2014-01-14 Quintessential Advisors

Dayton,, Ohio, United States

Quintessential Advisors, an independent firm with experienced financial professionals specializing in insurance, investments and employee benefits.

Buy -