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USI Insurance Services

USI Insurance Services
1994 FOUNDED
PRIVATE STATUS
5K-10K EMPLOYEES
Debt LATEST DEAL TYPE
16 FINANCING ROUNDS
113 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
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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USI Insurance Services Competitors (36)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Hays Companies Corporate Backed or Acquired Minneapolis, MN 000 000000&0
000 0000000000000 Private Equity-Backed Chicago, IL 00000 000.00 0000000 0000 000.00
0000 0. 0000000 & Corporate Backed or Acquired Houston, TX 000 000000&0
000000000 00000000 Private Equity-Backed Walnut Creek, CA 000 00 000000
0000 000000 00000 Corporate Backed or Acquired Madison, WI 0000 000000&0
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USI Insurance Services Investments & Acquisitions (113)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 000000000 16-Dec-2019 0000000000 Multi-line Insurance 000000 00000
000000 0. 00000 00 11-Nov-2019 0000000000 Insurance Brokers 00000 00000000
0000000 00000 0000 21-Oct-2019 0000000000 Multi-line Insurance 00000 0000
0.0. 0000 01-Jul-2019 0000000000 Insurance Brokers 0000000 000000 00
Employee Benefit Concepts 17-Jun-2019 Buyout/LBO Human Capital Services 000000 0000
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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
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USI Insurance Services Subsidiaries (29)

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
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USI Insurance Services Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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USI Insurance Services Executive Team (68)

Name Title Board
Seat
Contact
Info
Gregory Morano President & Regional Chief Executive Officer
Michael Sicard JD Chairman & Chief Executive Officer
William Pilcher Chief Executive Officer, Arizona
Alison Renner Regional Chief Executive Officer
Donald Woods Regional Chief Executive Officer

13 Former Executives

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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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