About USI Insurance Services
USI Insurance Services is a Financial Services company based in Valhalla (United States) founded in 1994, and was acquired by Aon in August 2026. It operates as an insurance brokerage and consulting services are offered to diverse clients. It operates on a Brokerage / Intermediation and Professional Services model. USI Insurance Services has raised $16.91 million across 3 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. Its chief executive is Mike Sicard. Its website usi.com draws about 77 thousand monthly visits. USI Insurance Services offers products and services including Property & Casualty Insurance, Employee Benefits Consulting, and Personal Risk Services. Its focus areas include Financials, Insurance and Insurance Brokers.
Company details
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.
- Total Equity Funding$16.91M (USD)
in 3 rounds
- InvestorsGoldman Sachs
& 5 more
- Investments & AcquisitionsAccelerated Benefits
& 53 more
- Acquired by
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.
Commercial insurance programs are offered for cost containment.
Solutions are provided to optimize employee benefit spending.
Customized risk management solutions are offered for individuals.
Apps and channels of USI Insurance Services
USI Insurance Services publishes 1 mobile app with over 10K+ downloads.
Funding Insights of USI Insurance Services
USI Insurance Services has successfully raised a total of $16.91M across 3 strategic funding rounds. 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 $16.91M
- Total Rounds 3
- First Round $16.88M
(Feb 2015)
- Investors Count 1
All 3 funding rounds of USI Insurance Services with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2022 | – | Series B | – | – | |
| Nov 2018 | $32,000 | Series B | – | – | – |
| Feb 2015 | $16.88M | Series B | – | – | – |
6 investors in total: 6 institutional.
Investors in USI Insurance Services
USI Insurance Services has secured backing from 6 investors, including venture fund and institutional investors. Prominent investors backing the company include Goldman Sachs, KKR and Onex.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment strategies are provided across diverse asset classes and markets. | 1965 | cdpq.com | Quebec City, Canada | |
Multiple sectors are invested in by this private equity firm. | 1976 | kkr.com | New York, United States | |
Investment banking services are delivered across multiple financial sectors. | 1869 | goldmansachs.com | New York, United States | |
Limited information is provided about Onex's activities. | 1984 | onex.com | Toronto, Canada | |
- | – | integrum.us | - | |
Insurance brokerage and risk management services are provided worldwide. | 1987 | aon.com | London, United Kingdom |
Investor details for USI Insurance Services
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People of USI Insurance Services
464 people are tracked at USI Insurance Services (192 in leadership, 272 in team).
| Name | Role | Group |
|---|---|---|
Mike Sicard | Chairman & CEO | Leadership |
Roberta Ferdinand | Vice President Account Executive | Leadership |
Whitney Hollis | Vice President Of Property & Casualty Marketing | Leadership |
Rob Lambert | Central Region CEO At USI Insurance Services | Leadership |
Kyle Seidl | Vice President Of Transportation | Leadership |
Michael Karl | Vice President | Leadership |
Ashley Ballesteros | Regional Director Of Operations - West | Leadership |
Barbara Black | Assistant Vice President Account Executive | Leadership |
Marybeth Harrington Lafauci | Chief Sales And Marketing Officer, New England | Leadership |
Kim van Orman | SVP HR And Chief Human Resources Officer | Leadership |
Todd Jacobson | Senior Vice President | Leadership |
Tom Hadley | Senior Vice President | Leadership |
Steven McLendon | Executive Vice President & Chief Financial Officer | Leadership |
Tom Sewell | Senior Vice President | Leadership |
Peter Rosario | Chief Information Security Officer | Leadership |
Shawn Chichester | Director Of Corporate Development | Leadership |
Mic de Fazio M.a. | Executive Vice President | Leadership |
Eric Wolfrey | Vice President | Leadership |
Tracey Zimmerman | Vice President, Corporate Human Resources | Leadership |
Meghan Behzadi | Vice President Finance | Leadership |
444 more people are available in the full profile.
Complete people profiles for USI Insurance Services
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Insurance services are offered by Rogers Insurance Center since 2018. | rogersinsurancecenter.com | – | 2018 | Aug 2025 | •••• | |
Personal and business insurance services are provided to various industries. | hiatoday.com | Odessa, United States | 2009 | May 2024 | •••• | |
Independent insurance services are provided for personal and business sectors. | cavanah.com | Honolulu, United States | 1976 | Oct 2023 | •••• | |
Professional liability insurance is provided by Ritman & Associates. | ritmanassoc.com | Noblesville, United States | 1989 | Dec 2022 | •••• | |
Provider of retirement & executive compensation planning and insurance consulting services | bco.cc | Tulsa, United States | 1992 | Oct 2022 | •••• | |
Dental, health, vision, accident, and life insurance services are provided. | amesgrenz.com | Sacramento, United States | 1968 | May 2022 | •••• | |
Employee benefit services are provided to businesses and workers. | benefits7.com | Evansville, United States | 1987 | Apr 2022 | •••• | |
Insurance, risk, benefits, and consulting services are provided. | dhriskservices.com | Longview, United States | 1936 | Jan 2022 | •••• | |
Diversified insurance brokerage services are provided across sectors. | griffinmaclean.com | Bellevue, United States | 1981 | Nov 2021 | •••• | |
Provider of business insurance services | daulinsurance.com | Gretna, United States | 1959 | Oct 2021 | •••• |
Complete acquisition details for USI Insurance Services
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Timeline of USI Insurance Services
18 dated milestones of USI Insurance Services across 32 years, from founding to its latest funding, stage changes and deals.
- Founded USI Insurance Services is founded.
- IPO Lists on the stock exchange (IPO).
- Exit Acquired by Goldman Sachs.
- Exit Acquired by Onex.
- Funding First funding round of $16.9M.
- Exit Acquired by KKR.
- Acquisition Acquires Daul Insurance.
- Acquisition Acquires Griffin MacLean Insurance Brokers.
- Funding Latest funding round, Series B,.
- Acquisition Acquires D&H Risk Services.
- Acquisition Acquires Benefits 7.
- Acquisition Acquires Ames-Grenz.
- Acquisition Acquires b&co.
- Acquisition Acquires Ritman & Associates.
- Acquisition Acquires Cavanah Associates.
- Acquisition Acquires Hignojos Insurance Agency.
- Acquisition Acquires Rogers Insurance Center.
- Exit Acquired by Aon.
Web traffic of USI Insurance Services
The website of USI Insurance Services (usi.com) receives about 77.2K visits a month.
- Monthly visits77.2K
▲ 4.8% vs previous month
Websites whose visitors overlap most with USI Insurance Services. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
keyprestige.com | keyprestige.com | 100% | – | – | – |
igeno.net | igeno.net | 100% | – | – | – |
| projectlounge.com | 100% | – | – | View details | |
employease.com | employease.com | 100% | – | – | – |
| mincom.com | 100% | – | – | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 24 similar websites and full traffic analytics for USI Insurance Services
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 24 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Insurance & Risk Management
10 companies that operate in the same segment as USI Insurance Services (Insurance & Risk Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Vehicle parts and accessories are sold via an online platform. | 1897 | Walsall, West Midlands, United Kingdom | USD 20.37 M | – | – | |
Health insurance plans are offered for individuals and families. | 2006 | Chennai, Tamil Nadu, India | USD 783.29 M | USD 1.9 B | 15,820 | |
Life, health, and general insurance services are provided across India. | 2001 | Mumbai, Maharashtra, India | USD 306.52 M | USD 2.88 B | 16,700 | |
Financial solutions including loans and insurance are offered. | 2007 | Pune, Maharashtra, India | – | USD 15.24 B | 126 | |
Life Insurance joint venture between SBI and BNP Paribas Cardiff | 2000 | Mumbai, Maharashtra, India | USD 264 M | USD 14.28 B | 26,360 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Financial institution offering insurance & transaction services | 1847 | Jacksonville, United States | USD 500 M | USD 14.51 B | 23,530 | |
Integrated healthcare services and coverage are provided nationwide. | 1945 | United States | – | – | – | |
Cloud-based employee benefits administration solutions are delivered. | 1998 | West Des Moines, Iowa, United States | USD 65.16 M | – | – |
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Related news about Usi Insurance Services
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 3 funding rounds to date. The company's 1st funding round was a Series B of $16.88M, raised on Feb 2015.
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 6 investors. Key investors include Goldman Sachs, KKR, Onex, Aon, and Caisse de depot et placement du Quebec.
USI Insurance Services operates through Usi Insurance Services.
Yes. USI Insurance Services was acquired by KKR in March 2017.
Yes. USI Insurance Services publishes MyBenefits2GO, with over 10,000 downloads.