USI Insurance Services Acquires Colburn Group Insurance

USI Insurance Services Acquires The Gaudreau Group

September 10, 2018

Financial Services

USI Insurance Services has acquired Wilbraham, Massachusetts–based The Gaudreau Group; terms were not disclosed. The Gaudreau Group, a nearly century-old commercial insurance, employee benefits and personal risk firm that insures more than 6,000 businesses and families across 14 states, will join USI's New England operations and its president Jules O. Gaudreau will join USI's New England regional management team.

USI Insurance Services Acquires Daul Insurance

October 11, 2021

Insurance

USI Insurance Services acquired Gretna, Louisiana-based Daul Insurance, an independent risk management and employee benefits agency founded in 1960. The deal joins Daul’s local client relationships and expertise with USI’s national brokerage platform and resources; terms were not disclosed.

USI Insurance Services Acquires Ames-Grenz Insurance Services

May 16, 2022

Insurance

USI Insurance Services has acquired Sacramento-based employee benefits brokerage Ames-Grenz Insurance Services. The deal (terms not disclosed) expands USI's employee benefit consulting capabilities and local presence in Northern California while Ames-Grenz's team will continue serving clients locally under the USI platform.

USI Insurance Services Acquires Reynolds & Reynolds (Des Moines)

September 7, 2021

Insurance

USI Insurance Services has acquired Reynolds & Reynolds, Inc., a Des Moines-based independent risk management and employee benefits agency, to expand USI's local presence in Iowa. Terms were not disclosed; Reynolds & Reynolds' leadership and staff will join USI to deliver expanded risk management and employee benefits solutions.

USI Consulting Group Acquires Burke Group

January 16, 2024

Wealth Management

USI Consulting Group (USICG), a national retirement plan consulting and benefits administration firm and a subsidiary of USI Insurance Services, has acquired Burke Group, a Rochester, New York-based retirement plan advisory and actuarial firm. Burke will join USICG but will exit its compensation consulting business as part of the transaction; terms were not disclosed.

USI Insurance Services Acquires CB Insurance

January 19, 2021

Insurance

USI Insurance Services announced the acquisition of Colorado Springs–based CB Insurance, LLC, a nearly 100-year-old regional brokerage specializing in commercial and personal risk programs. The deal expands USI’s presence and commercial/personal risk capabilities in Colorado; terms were not disclosed.