M&A Deal Summary

USI Holdings Acquires Bertholon-Rowland

On April 5, 2004, USI Holdings acquired insurance company Bertholon-Rowland

Acquisition Highlights
  • This is USI Holdings’ 2nd transaction in the Insurance sector.
  • This is USI Holdings’ 2nd transaction in the United States.
  • This is USI Holdings’ 1st transaction in New York.

M&A Deal Summary

Date 2004-04-05
Target Bertholon-Rowland
Sector Insurance
Buyer(s) USI Holdings
Deal Type Add-on Acquisition

Target

Bertholon-Rowland

New York, New York, United States
Bertholon-Rowland Corp. is an insurance brokerage company that offers personal and business insurance plans.

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Buyer(S) 1

Buyer

USI Holdings

Briarcliff Manor, New York, United States

website


Category Company
Founded 1994
Sector Insurance
Employees3,018
DESCRIPTION

USI Holdings is a provider of employee health and welfare products and related consulting and administration services.


DEAL STATS #
Overall 2 of 5
Sector (Insurance) 2 of 4
Type (Add-on Acquisition) 2 of 5
State (New York) 1 of 1
Country (United States) 2 of 5
Year (2004) 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2004-01-06 Dodge Warren & Peters Insurance Services

Los Angeles,, California, United States

Dodge, Warren & Peters Insurance Services, is one of the major privately held insurance brokerages in the United States offering a full spectrum of insurance products and services designed to meet the individual needs of its business client base.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2004-11-23 Benefit Partners of America

Tennessee, United States

Benefit Partners of America is a worksite marketing firm that designs, markets and administers voluntary insurance programs via payroll deduction for large U.S. employers.

Buy -