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USI Insurance Services

USI Insurance Services
1994 FOUNDED
PRIVATE STATUS
5K-10K EMPLOYEES
Debt LATEST DEAL TYPE
16 FINANCING ROUNDS
110 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
Other Industries
Financial Software
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 (9)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Lumity Venture Capital-Backed San Mateo, CA 00 000.00 00000000000 000.00
00000000000 000000 Venture Capital-Backed Dover, DE 0 00.00 000000000000 00.00
0000 000000000 Corporate Backed or Acquired Minneapolis, MN 000 000000&0
000 0000000000000 Private Equity-Backed Chicago, IL 00000 000.00 0000000 0000 000.00
00000000 000000000 Corporate Backed or Acquired Fort Lauderdale, FL 0 000000&0
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USI Insurance Services Investments & Acquisitions (110)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0.0. 0000 01-Jul-2019 0000000000 Insurance Brokers 0000000 000000 00
00000000 0000000 0 17-Jun-2019 0000000000 Human Capital Services 000000 0000
00000000 0000000 20-May-2019 000000000000000000 Consulting Services (B2B) 0000000 000000 00
000 000000000 0000 04-Feb-2019 0000000000 Insurance Brokers 00000 000000
Beneficial Insurance Services 22-Oct-2018 Buyout/LBO Insurance Brokers 0000 000000
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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 (28)

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
Douglas Kreitzberg Chief Executive Officer, USI Affinity
Alison Renner Regional Chief Executive Officer

12 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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