USI Insurance Services
1994
FOUNDED
PRIVATE
STATUS
5K-10K
EMPLOYEES
Debt
LATEST DEAL TYPE
16
FINANCING ROUNDS
110
INVESTMENTS
Description
Provider of middle market insurance brokerage and consulting services intended to provide risk management and benefit services to businesses. The company's proprietary platform integrates analytics, networked resources and strategic planning to deliver customized applications, enabling businesses to develop strategic, timely and effective risk management and benefit programs that have a positive economic impact.
Website
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Insurance Brokers
Other Industries
Financial Software
Primary Office
- 100 Summit Lake Drive
- Suite 400
- Valhalla, NY 10595
- United States
+1 (914) 000-0000
USI Insurance Services Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookUSI Insurance Services Competitors (9)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Lumity | Venture Capital-Backed | San Mateo, CA | 00 | 000.00 | 00000000000 | 000.00 |
| 00000000000 000000 | Venture Capital-Backed | Dover, DE | 0 | 00.00 | 000000000000 | 00.00 |
| 0000 000000000 | Corporate Backed or Acquired | Minneapolis, MN | 000 | 000000&0 | ||
| 000 0000000000000 | Private Equity-Backed | Chicago, IL | 00000 | 000.00 | 0000000 0000 | 000.00 |
| 00000000 000000000 | Corporate Backed or Acquired | Fort Lauderdale, FL | 0 | 000000&0 |
USI Insurance Services Investments & Acquisitions (110)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0.0. 0000 | 01-Jul-2019 | 0000000000 | Insurance Brokers | 0000000 000000 00 | |
| 00000000 0000000 0 | 17-Jun-2019 | 0000000000 | Human Capital Services | 000000 0000 | |
| 00000000 0000000 | 20-May-2019 | 000000000000000000 | Consulting Services (B2B) | 0000000 000000 00 | |
| 000 000000000 0000 | 04-Feb-2019 | 0000000000 | Insurance Brokers | 00000 000000 | |
| Beneficial Insurance Services | 22-Oct-2018 | Buyout/LBO | Insurance Brokers | 0000 000000 |
USI Insurance Services Exits (3)
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| 0000000 | 30-Sep-2005 | 00000 0000000 | Completed |
|
|
| 0000000 000000000 | 01-May-1999 | 000000000000000000 | Completed |
|
|
| Mike Powell Insurance | 01-Jan-1999 | Buyout/LBO | Completed |
|
USI Insurance Services Subsidiaries (28)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Beneficial Insurance Services | Insurance Brokers | Philadelphia, PA | 2005 |
| 00000000 0000000 0 | Human Capital Services | Buffalo, NY | 0000 |
| 000000000000 00000 | Commercial/Professional Insurance | Chester, NJ | 0000 |
| 000000000000 00000 | Brokerage | Saint Louis, MO | 0000 |
| 0000 & 00000 00000 | Commercial/Professional Insurance | Tempe, AZ | 0000 |
USI Insurance Services Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
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Request full access to PitchBookUSI Insurance Services Executive Team (68)
12 Former Executives
You’re viewing 5 of 68 executives. Get the full list »USI Insurance Services Board Members (3)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 0000000 000000 00 | USI Insurance Services | Chairman & Chief Executive Officer | 000 0000 |
2 Former Board Members
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