USI Insurance Services

Valhalla, United States Founded: 1994 • Age: 32 yrs Acquired By KKR
Insurance brokerage and consulting services are offered to diverse clients.
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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
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Usi Insurance Services
Operational Areas
Financial Services → Insurance & Risk Management
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $16.91 M (USD)

    in 2 rounds

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

    Nov 09, 2018

  • Investors
  • Employee Count
    Employee Count
  • 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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Commercial insurance programs are offered for cost containment.

Solutions are provided to optimize employee benefit spending.

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.

  • Total Funding
  • Total Rounds 2
  • Last Round Series B — $32,000
  • First Round

    (23 Feb 2015)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Nov, 2018 Amount Series B - USI Insurance Services Valuation

investors

Feb, 2015 Amount Series B - USI Insurance Services Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Investment strategies are provided across diverse asset classes and markets.
Founded Year Domain Location
Multiple sectors are invested in by this private equity firm.
Founded Year Domain Location
Investment banking services are delivered across multiple financial sectors.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Provider of business and personal insurance services
2022
Diversified insurance brokerage services are offered nationwide.
2018
Insurance services are offered by Rogers Insurance Center since 2018.
2018
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - USI Insurance Services

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Usi Insurance Services Comparisons

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Competitors of USI Insurance Services

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Usi Insurance Services

KKR Increases Investment in USI Insurance Services
InsuranceNewsNet2 years ago
Onex closes USI Insurance sale
PE Hub8 years ago

Frequently Asked Questions about USI Insurance Services

When was USI Insurance Services founded?

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

Where is USI Insurance Services located?

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

Who is the current CEO of USI Insurance Services?

Mike Sicard is the current CEO of USI Insurance Services.

Is USI Insurance Services a funded company?

USI Insurance Services is a funded company, having raised a total of $16.91M across 2 funding rounds to date. The company's 1st funding round was a Series B of $16.88M, raised on Feb 23, 2015.

What does USI Insurance Services do?

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.

What products or services does USI Insurance Services offer?

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

How many acquisitions has USI Insurance Services made?

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

Who are USI Insurance Services's investors?

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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