USI Insurance Services Overview

  • Founded
  • 1994

Founded
  • Status
  • Private

  • Employees
  • 8,000

Employees
  • Latest Deal Type
  • Debt

  • Financing Rounds
  • 19

  • Investments
  • 137

USI Insurance Services General Information

Description

Provider of middle-market insurance brokerage and consulting services. The company specializes in property-casualty, employee benefits, personal risk services, retirement programs and specialty solutions through its proprietary platform that integrates analytics, networked resources and strategic planning to deliver customized applications and services for its clients.

Contact Information

Website
www.usi.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Insurance Brokers
Other Industries
Multi-line Insurance
Primary Office
  • 100 Summit Lake Drive
  • Suite 400
  • Valhalla, NY 10595
  • United States
+1 (914) 000-0000

USI Insurance Services Timeline

2019202020212022
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 middle-market insurance brokerage and consulting services. The company specializes in property-casualty, emp
Insurance Brokers
Valhalla, NY
8,000 As of 2021
00.000
000000000 00.000

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000000000 0000000
Fort Worth, TX
000 As of 0000
00.000
0000000 0000 00.000

000000

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000000000 0000000
Irvine, CA
0000 As of 0000
00.000
000000000 00.000
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USI Insurance Services Competitors (33)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Higginbotham Insurance Group Private Equity-Backed Fort Worth, TX 000 00.000 0000000 0000 00.000
0000000 000000000 Private Equity-Backed Irvine, CA 0000 00.000 000000000 00.000
000000 00000 Private Equity-Backed Charlotte, NC 0000 00000 000000000 00000
000 0000000000000 Private Equity-Backed Chicago, IL 00000 00.000 000000000 00.000
000000000 00000000 Private Equity-Backed Walnut Creek, CA 000 0000000 0000
You’re viewing 5 of 33 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 Granted 24-Jul-2015 00000000 0
US-9803960-B2 Full ballistic shields Active 24-Jul-2015 00000000 00

USI Insurance Services Executive Team (79)

Name Title Board Seat Contact Info
Joseph Fico President & Chief Executive Officer (USI Insurance Services of N.E)
Michael Sicard JD Chief Executive Officer & Chairman
James Dunn Chief Executive Officer, Midsouth Region
Thomas Cassady Chief Executive Officer (Midwest)
Donald Woods Chief Executive Officer, Mountain Region
You’re viewing 5 of 79 executive team members. Get the full list »

USI Insurance Services Board Members (3)

Name Representing Role Since
0000000 000000 00 USI Insurance Services Chief Executive Officer & Chairman 000 0000
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USI Insurance Services Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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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 (137)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000-00000 00 16-May-2022 0000000000 Insurance Brokers 000 00000
00000000 0 18-Apr-2022 0000000000 Insurance Brokers 000000 00
0&0 0000 0000 24-Jan-2022 0000000000 Insurance Brokers 0000 0000
0000000 00000 15-Nov-2021 0000000000 Insurance Brokers 00000 000
Daul Insurance Agency 11-Oct-2021 Buyout/LBO Insurance Brokers 0000 0000
You’re viewing 5 of 137 investments and acquisitions. Get the full list »

USI Insurance Services Subsidiaries (35)

Company Name Industry Location Founded
Insurance and Capital Management Insurance Brokers Mill Creek, WA 2018
00000000 0000000 0 Multi-line Insurance Carrollton, GA 0000
0000000000 0000000 Insurance Brokers Philadelphia, PA 0000
00000 Consulting Services (B2B) Minneapolis, MN 0000
00000000 0000000 0 Human Capital Services Buffalo, NY 0000
You’re viewing 5 of 35 subsidiaries. Get the full list »

USI Insurance Services Exits (3)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000 30-Sep-2005 00000 0000000 Completed
  • 2 buyers
0000000 000000000 01-May-1999 000000000000000000 Completed
  • 000 000000000 0000
Mike Powell Insurance 01-Jan-1999 Buyout/LBO Completed
  • 7 buyers
To view USI Insurance Services’s complete exits history, request access »