M&A Deal Summary

USI Insurance Services Acquires Plumhoff & Associates

On July 21, 2011, USI Insurance Services acquired insurance company Plumhoff & Associates

Acquisition Highlights
  • This is USI Insurance Services’ 19th transaction in the Insurance sector.
  • This is USI Insurance Services’ 21st transaction in the United States.
  • This is USI Insurance Services’ 2nd transaction in Texas.

M&A Deal Summary
Date 2011-07-21
Target Plumhoff & Associates
Sector Insurance
Buyer(s) USI Insurance Services
Deal Type Add-on Acquisition

Target

Plumhoff & Associates

Houston,, Texas, United States
Plumhoff & Associates, an employee benefit brokerage firm specializing in corporate health and welfare benefits, executive benefits, and international benefits for upper 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 21 of 93
Sector (Insurance) 19 of 82
Type (Add-on Acquisition) 17 of 71
State (Texas) 2 of 9
Country (United States) 21 of 93
Year (2011) 5 of 9
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2011-07-19 Tricerion Group

United States

Tricerion, an online employee benefit enrollment and administration provider.

Buy -
FOLLOWING 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 -
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