USI Insurance Services Overview
- Year Founded
-
1994

- Status
-
Private
- Employees
-
10,000

- 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.comCorporate Office
- 100 Summit Lake Drive
- Suite 400
- Valhalla, NY 10595
- United States
Corporate Office
- 100 Summit Lake Drive
- Suite 400
- Valhalla, NY 10595
- United States
USI Insurance Services Timeline
USI Insurance Services Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
USI Insurance Services Comparisons
Industry
Financing
Details
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 |
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
USI Insurance Services Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
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 |
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 |
|
||
Univers Workplace Solutions | 01-May-1999 | Completed |
|
||
Mike Powell Insurance | 01-Jan-1999 | Buyout/LBO | Completed |
|
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 |
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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