USI Insurance Services Overview

  • Year Founded
  • 1994

Year Founded

  • Status
  • Private

  • Employees
  • 10,000

Employees

  • Latest Deal Type
  • PE Growth
  • (Upcoming)

  • Financing Rounds
  • 47

  • Investments
  • 145

USI Insurance Services General Information

Description

Provider of insurance brokerage services intended for large risk management clients, middle market sectors, smaller firms, and individuals. The company offers several types of insurance such as business, property, employee benefit, personal, casualty, and life insurance, enabling customers to protect themselves from future uncertainties and risks.

Contact Information

Website
www.usi.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 100 Summit Lake Drive
  • Suite 400
  • Valhalla, NY 10595
  • United States
+1 (914)
Primary Industry
Insurance Brokers
Other Industries
Multi-line Insurance
Corporate Office
  • 100 Summit Lake Drive
  • Suite 400
  • Valhalla, NY 10595
  • United States
+1 (914)

USI Insurance Services Timeline

2022202320242025
Financing RoundCaptured Employee CountEstimated Employee Growth

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USI Insurance Services Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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USI Insurance Services Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of insurance brokerage services intended for large risk management clients, middle market sectors, smaller firm
Insurance Brokers
Valhalla, NY
10,000 As of 2025

San Francisco, CA
 

Walnut Creek, CA
 
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USI Insurance Services Competitors (59)

One of USI Insurance Services’s 59 competitors is EPIC Insurance Brokers & Consultants, a Private Equity-Backed company based in San Francisco, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
EPIC Insurance Brokers & Consultants Private Equity-Backed San Francisco, CA
Heffernan Insurance Brokers Private Equity-Backed Walnut Creek, CA
Marcus Insurance (Wethersfield) Private Equity-Backed Wethersfield, CT
Goodworks Financial Group Private Equity-Backed Glastonbury, CT
Tysers Private Equity-Backed London, United Kingdom
You’re viewing 5 of 59 competitors. Get the full list »

USI Insurance Services Patents

USI Insurance Services Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20170023334-A1 Full ballistic shields Active 24-Jul-2015
US-9803960-B2 Full ballistic shields Active 24-Jul-2015

USI Insurance Services Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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USI Insurance Services Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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USI Insurance Services Investments & Acquisitions (145)

USI Insurance Services’s most recent deal was a Buyout/LBO with Hignojos Insurance Agency. The deal was made on 06-May-2024.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Hignojos Insurance Agency 06-May-2024 Buyout/LBO Insurance Brokers
BOK Financial Insurance 30-Nov-2023 Buyout/LBO Insurance Brokers
Cavanah Associates 23-Oct-2023 Buyout/LBO Insurance Brokers
Ritman & Associates 12-Dec-2022 Buyout/LBO Commercial/Professional Insurance
Beasley & Company 31-Oct-2022 Buyout/LBO BPO/Outsource Services
You’re viewing 5 of 145 investments and acquisitions. Get the full list »

USI Insurance Services Exits (3)

USI Insurance Services’s most recent exit was on 30-Sep-2005 from Winnion. The exit was categorized as with 2 buyers.

Company Name Exit Date Exit Type Exit Size Status Buyers
Winnion 30-Sep-2005 Completed
  • 2 buyers
Univers Workplace Solutions 01-May-1999 Completed
Mike Powell Insurance 01-Jan-1999 Buyout/LBO Completed
  • 7 buyers
To view USI Insurance Services’s complete exits history, request access »

Affiliates

Subsidiaries (22)

Name Industry Location Year Founded
Hignojos Insurance Agency Odessa, TX 2009
Safehold Special Risk Carrollton, GA 2007
Hildi Minneapolis, MN 2004
Webb & Greer Insurance Agency Tempe, AZ 1995
Ritman & Associates Noblesville, IN 1989
You’re viewing 5 of 22 affiliates. Get the full list.  »

USI Insurance Services FAQs

  • When was USI Insurance Services founded?

    USI Insurance Services was founded in 1994.

  • Where is USI Insurance Services headquartered?

    USI Insurance Services is headquartered in Valhalla, NY.

  • What is the size of USI Insurance Services?

    USI Insurance Services has 10,000 total employees.

  • What industry is USI Insurance Services in?

    USI Insurance Services’s primary industry is Insurance Brokers.

  • Is USI Insurance Services a private or public company?

    USI Insurance Services is a Private company.

  • What is USI Insurance Services’s current revenue?

    The current revenue for USI Insurance Services is .

  • How much funding has USI Insurance Services raised over time?

    USI Insurance Services has raised $2.64B.

  • Who are USI Insurance Services’s investors?

    Caisse de dépôt et placement du Québec and Kohlberg Kravis Roberts have invested in USI Insurance Services.

  • Who are USI Insurance Services’s competitors?

    EPIC Insurance Brokers & Consultants, Heffernan Insurance Brokers, Marcus Insurance (Wethersfield), Goodworks Financial Group, and Tysers are some of the 59 competitors of USI Insurance Services.

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