USI Insurance Services

Valhalla, United States Founded: 1994 • Age: 32 yrs Acquired By KKR
Insurance brokerage and consulting services are offered to diverse clients.
Annual revenue - Latest available
Total funding $16.9M 2 rounds
Employees - Tracked headcount
Investors 4 Known backers
Products 3 Services tracked
Competitors - Brand Intelligence

About USI Insurance Services

USI Insurance Services is a company based in Valhalla (United States) founded in 1994 was acquired by KKR in March 2017. It operates as a Brokerage / Intermediation and Professional Services. USI Insurance Services has raised $16.91 million across 2 funding rounds from investors including Goldman Sachs, KKR and Onex. USI Insurance Services has completed 54 acquisitions, including Accelerated Benefits, Ames-Grenz and Associated Benefits and Risk Consulting. USI Insurance Services offers products and services including Property & Casualty Insurance, Employee Benefits Consulting, and Personal Risk Services.

  • Headquarter Valhalla, United States
  • Stage Public
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
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  • Website
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  • Social
    Locked
  • Legal Name Usi Insurance Services
Operational Areas
Financial Services → Insurance & Risk Management Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $16.91 M (USD)

    in 2 rounds

  • Latest Funding Round
    $32 K (USD), Series B

    Nov 09, 2018

  • Investors
  • Employee Count
    Not available
  • Investments & Acquisitions
  • Acquired by
    KKR

    & 2 more

    (Mar 19, 2017)

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Products & Services of USI Insurance Services

USI Insurance Services offers a comprehensive portfolio of products and services, including Property & Casualty Insurance, Employee Benefits Consulting, and Personal Risk Services.

Product name locked
Category locked
Primary

Commercial insurance programs are offered for cost containment.

Product name locked
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Solutions are provided to optimize employee benefit spending.

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Customized risk management solutions are offered for individuals.

People of USI Insurance Services

Headcount 5000-10000
Employee Profiles 464
Employee Profiles
People
Amanda Mercier
Employee Benefits Senior Account Manager, REBC
People
Roberta Ferdinand
Vice President Account Executive
People
Whitney Hollis
Vice President Of Property & Casualty Marketing
People
Rob Lambert
Central Region CEO At USI Insurance Services

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Funding Insights of USI Insurance Services

USI Insurance Services has successfully raised a total of $16.91M across 2 strategic funding rounds. The most recent funding activity was a Series B round of $32 thousand completed in November 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in USI Insurance Services

USI Insurance Services has secured backing from 4 investors, including venture fund investors. Prominent investors backing the company include Goldman Sachs, KKR and Onex.

All
Venture Fund
Investor Description Founded Year Domain Location
Investment strategies are provided across diverse asset classes and markets.
Locked Locked Locked
Multiple sectors are invested in by this private equity firm.
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Investment banking services are delivered across multiple financial sectors.
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Investor details for USI Insurance Services

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  • Investor domains
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  • Participation history

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Investments & Acquisitions by USI Insurance Services

USI Insurance Services has strategically engaged in corporate development activities, having acquired 54 companies. Notable acquisitions include Accelerated Benefits, Ames-Grenz and Associated Benefits and Risk Consulting.

Investments
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Investment portfolio details for USI Insurance Services

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Provider of business and personal insurance services
Locked Locked 2022 Locked
Diversified insurance brokerage services are offered nationwide.
Locked Locked 2018 Locked
Insurance services are offered by Rogers Insurance Center since 2018.
Locked Locked 2018 Locked
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Complete acquisition details for USI Insurance Services

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Financial Statements - USI Insurance Services

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Detailed financials for USI Insurance Services

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Usi Insurance Services Comparisons

USI Insurance Services Primary company
Description
Insurance brokerage and consulting services are offered to d...
Location
Valhalla, United States
Founded Year
1994
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for USI Insurance Services

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Competitors of USI Insurance Services

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Detailed competitors of USI Insurance Services

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Latest news on Usi Insurance Services

KKR Increases Investment in USI Insurance Services
InsuranceNewsNet2 years ago
Onex closes USI Insurance sale
PE Hub9 years ago
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Complete news archive for USI Insurance Services

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Frequently Asked Questions about USI Insurance Services

USI Insurance Services was founded in 1994 and raised its 1st funding round 21 years after it was founded.

USI Insurance Services is headquartered in Valhalla, United States. It is registered at Valhalla, New York, United States.

Mike Sicard is the current CEO of USI Insurance Services.

USI Insurance Services is a funded company, having raised a total of $16.91M across 2 funding rounds to date.

Insurance brokerage and consulting services are delivered by USI Insurance Services. The company operates in the financial sector, focusing on property and casualty insurance, employee benefits consulting, and personal risk management. Solutions are offered across various industries including healthcare, construction, technology, and transportation. Comprehensive programs are developed to contain costs and enhance coverage for businesses. Employee benefits solutions are designed to optimize spend and ensure compliance. Personal risk services are tailored to individual exposures. USI also engages in social responsibility and diversity initiatives to support communities.

USI Insurance Services offers Property & Casualty Insurance, Employee Benefits Consulting, and Personal Risk Services.

USI Insurance Services has made 54 acquisitions, including Accelerated Benefits, Ames-Grenz, and Associated Benefits and Risk Consulting.

USI Insurance Services has 4 investors. Key investors include Goldman Sachs, KKR, Onex, and Caisse de depot et placement du Quebec.

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