USI Insurance Services (Valhalla) Overview

  • Year Founded
  • 1994

Year Founded

  • Status
  • Private

  • Employees
  • 10,000


  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 43

  • Investments
  • 142

USI Insurance Services (Valhalla) General Information


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

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

USI Insurance Services (Valhalla) Timeline

Financing RoundCaptured Employee CountEstimated Employee Growth

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USI Insurance Services (Valhalla) Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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USI Insurance Services (Valhalla) Comparisons

HQ Location
Total Raised
Post Valuation
Provider of insurance brokerage services intended for large risk management clients, middle market sectors, smaller firm
Insurance Brokers
Valhalla, NY
10,000 As of 2023
00.00 0000-00-00
000000000000 00.000


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000000000 0000000
Charlotte, NC
00000 As of 0000
000.00 0000-00-00

0000 0

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000000000 0000000
San Francisco, CA
0000 As of 0000
000000000 00.000
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USI Insurance Services (Valhalla) Competitors (57)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Truist Insurance Holdings Private Equity-Backed Charlotte, NC 00000 000000000000
EPIC Insurance Brokers & Consultants Private Equity-Backed San Francisco, CA 0000 00.000 000000000 00.000
Heffernan Insurance Brokers Private Equity-Backed Walnut Creek, CA 000 000000000 00
Goodworks Financial Group Private Equity-Backed Glastonbury, CT 00 000000000000
Brown & Brown Corporation Daytona Beach, FL 00000 00.000 000000000 00.000
You’re viewing 5 of 57 competitors. Get the full list »

USI Insurance Services (Valhalla) Executive Team (119)

Name Title Board Seat Contact Info
William Tremko Chief Executive Officer & President
Gregory Morano Chief Executive Officer & President of Univers Workplace Solutions
Michael Sicard JD Chief Executive Officer & Chairman
James Dunn Chief Executive Officer, Midsouth Region
Donald Woods Chief Executive Officer, Mountain Central Region
You’re viewing 5 of 119 executive team members. Get the full list »

USI Insurance Services (Valhalla) Board Members (3)

Name Representing Role Since
0000000 000000 00 USI Insurance Services (Valhalla) Chief Executive Officer & Chairman 000 0000
You’re viewing 1 of 3 board members. Get the full list »

USI Insurance Services (Valhalla) Signals

Growth Rate

0.80% Weekly
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


Similarweb Unique Visitors


Majestic Referring Domains


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USI Insurance Services (Valhalla) Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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USI Insurance Services (Valhalla) Investments & Acquisitions (142)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
BOK Financial Insurance 30-Nov-2023 0000000000 Insurance Brokers 000000 00
Cavanah Associates 23-Oct-2023 0000000000 Insurance Brokers 00000 000
Ritman & Associates 12-Dec-2022 0000000000 Commercial/Professional Insurance
Beasley & Company 31-Oct-2022 0000000000 BPO/Outsource Services 0000000 0
Ames-Grenz Insurance Services 16-May-2022 Buyout/LBO Insurance Brokers 000 00000
You’re viewing 5 of 142 investments and acquisitions. Get the full list »

USI Insurance Services (Valhalla) Subsidiaries (22)

Company Name Industry Location Founded
Insurance and Capital Management Insurance Brokers Mill Creek, WA 2018
Safehold Special Risk Multi-line Insurance Carrollton, GA 0000
Hildi Consulting Services (B2B) Minneapolis, MN 0000
Employee Benefit Concepts Human Capital Services Buffalo, NY 0000
Webb & Greer Insurance Agency Commercial/Professional Insurance Tempe, AZ 0000
You’re viewing 5 of 22 subsidiaries. Get the full list »

USI Insurance Services (Valhalla) Exits (3)

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

USI Insurance Services (Valhalla) FAQs

  • When was USI Insurance Services (Valhalla) founded?

    USI Insurance Services (Valhalla) was founded in 1994.

  • Who is the CEO of USI Insurance Services (Valhalla)?

    William Tremko, Gregory Morano, Michael Sicard JD, James Dunn, Donald Woods, Tom Longhta, Thomas Cassady, Chris Prentice, Thomas Stiles, James Butler, and John Collado are the CEOs of USI Insurance Services (Valhalla).

  • Where is USI Insurance Services (Valhalla) headquartered?

    USI Insurance Services (Valhalla) is headquartered in Valhalla, NY.

  • What is the size of USI Insurance Services (Valhalla)?

    USI Insurance Services (Valhalla) has 10,000 total employees.

  • What industry is USI Insurance Services (Valhalla) in?

    USI Insurance Services (Valhalla)’s primary industry is Insurance Brokers.

  • Is USI Insurance Services (Valhalla) a private or public company?

    USI Insurance Services (Valhalla) is a Private company.

  • What is the current valuation of USI Insurance Services (Valhalla)?

    The current valuation of USI Insurance Services (Valhalla) is 00.00.

  • What is USI Insurance Services (Valhalla)’s current revenue?

    The current revenue for USI Insurance Services (Valhalla) is 000000.

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

    USI Insurance Services (Valhalla) has raised $2.64B.

  • Who are USI Insurance Services (Valhalla)’s investors?

    Kohlberg Kravis Roberts has invested in USI Insurance Services (Valhalla).

  • Who are USI Insurance Services (Valhalla)’s competitors?

    Truist Insurance Holdings, EPIC Insurance Brokers & Consultants, Heffernan Insurance Brokers, Goodworks Financial Group, and Brown & Brown are some of the 57 competitors of USI Insurance Services (Valhalla).

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