USI Insurance Services Mergers and Acquisitions Summary

InsuranceCompany

USI Insurance Services has acquired 92 companies of its own, including 25 in the last 5 years. A total of 3 acquisitions came from private equity firms. It has also divested 1 asset.

USI Insurance Services has acquired in 32 different US states. The Company’s most targeted sectors include insurance (88%) and business services (13%).

Join Mergr and gain access to USI Insurance Services’ M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the insurance sector.

M&A Summary

  • M&A Total Activity92
    • M&A Buy Activity91
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 25
  • M&A Advisors 2

USI Insurance Services

USI Insurance Services Corp.

100 Summit Lake Drive, Suite 400,
Valhalla, New York 10595
United States,
(914) 749-8504
www.usi.com

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.


M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (3.8/yr) # 72 4 3 5 4 3 91
Sell (0.2/yr) # - - - - - 1 1
  92

Most Recent M&A

Company Date Value Type
Ames Grenz Insurance Services, Inc. 2022-05-16 - Add-on Acquisition
Sacramento, California · www.amesgrenz.com
Benefits 7, Inc. 2022-04-18 - Add-on Acquisition
Vincennes, Indiana · www.benefits7.com
D&H Risk Services LLC 2022-01-24 - Add-on Acquisition
Longview, Texas · www.dhriskservices.com
Insurance Services Group, Inc. 2022-01-21 - Divestiture
Edmonds, Washington · www.insuranceservicesgroup.com
Griffin MacLean Insurance Brokers 2021-11-15 - Add-on Acquisition
Bellevue, Washington · www.griffinmaclean.com
Daul Insurance Agency, Inc. 2021-10-11 - Add-on Acquisition
Gretna, Louisiana · www.daulinsurance.com
Insurance and Capital Management LLC 2021-09-20 - Add-on Acquisition
Mill Creek, Washington · www.icmins.com
Reynolds & Reynolds, Inc. 2021-09-07 - Add-on Acquisition
Des Moines, Iowa · www.reynolds-reynolds.com
Venneberg Insurance, Inc. 2020-12-14 - Add-on Acquisition
Sitka, Alaska · www.venneberginsurance.com
Associated Financial Group LLC 2020-05-04 - Divestiture
Minnetonka, Minnesota · www.associatedbrc.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 80 (88%) - 1 (100%) -
Business Services 11 (12%) - - -
Total 91 - 1 -

By Geo

State/Country Buy Value Sell Value
United States 91 - 1 -
  Texas 8 - - -
  New York 7 - - -
  Washington 6 - 1 -
  Florida 5 - - -
  Indiana 4 - - -
  California 4 - - -
  Ohio 4 - - -
  New Jersey 4 - - -
  Georgia 3 - - -
  Rhode Island 3 - - -
  Pennsylvania 3 - - -
  Illinois 2 - - -
  Connecticut 2 - - -
  Arizona 2 - - -
  Alaska 2 - - -
  Virginia 2 - - -
  North Carolina 2 - - -
  Missouri 2 - - -
  Minnesota 2 - - -
  Massachusetts 2 - - -
  Maryland 1 - - -
  Maine 1 - - -
  Louisiana 1 - - -
  Kansas 1 - - -
  Iowa 1 - - -
  Colorado 1 - - -
  Alabama 1 - - -
  West Virginia 1 - - -
  Tennessee 1 - - -
  South Carolina 1 - - -
  Nevada 1 - - -
Total 91 - 1 -

Top M&A Advisors

Legal Deals
Jones Day
2
Simpson Thacher & Bartlett LLP
1

M&A Connections

Deals
Acquired from
Investor(s)
2%
2 (2%)
Strategic(s)
24%
22 (24%)
Divested to
Strategic(s)
100%
1 (100%)

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