USI Insurance Services Acquires Forté Benefits
February 24, 2020
USI Insurance Services has acquired Fort Worth-based Forté Benefits, a full-service employee benefits broker and consulting firm. All of Forté Benefits’ employees and four partners will join USI; terms were not disclosed and the deal expands USI’s presence and employee-benefits capabilities in the Fort Worth/Texas market.
- Buyers
- USI Insurance Services
- Targets
- Forté Benefits
- Industry
- Insurance
- Location
- Texas, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
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 Benefits 7
April 18, 2022
Insurance
USI Insurance Services has acquired Vincennes, Indiana-based employee benefits brokerage and advisory firm Benefits 7, Inc. The deal expands USI's employee benefit consulting capabilities and footprint in Indiana and the broader Midwest; terms were not disclosed.
-
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 Insurance Services Acquires Full Service Insurance Agency, Inc.
March 2, 2020
Insurance
USI Insurance Services has acquired Franklin, Tennessee-based Full Service Insurance Agency, Inc., a regional independent insurance agency specializing in commercial insurance, employee benefits and personal risk solutions. The deal expands USI's presence and capabilities in Middle Tennessee, bringing Full Service Insurance's local team and clients onto USI's USI ONE Advantage platform; terms were not disclosed.
-
USI Insurance Services Acquires Marcotte Insurance Agency, Inc.
December 16, 2019
Insurance
USI Insurance Services has acquired Omaha, Nebraska-based Marcotte Insurance Agency, Inc., a multi-line insurance agency specializing in employee benefits, retirement and risk management advisory services. The deal (terms undisclosed) brings Marcotte’s 48 employees into USI and establishes a new USI presence in Nebraska while maintaining Marcotte’s local leadership under President David Bushey.
-
USI Insurance Services Acquires Forrest Sherer Insurance from First Financial Corporation
April 4, 2016
Insurance
USI Insurance Services has acquired Forrest Sherer Insurance, Inc., a Terre Haute, Indiana-based insurance agency, from First Financial Corporation. Forrest Sherer — which provides property-casualty, employee benefits and personal risk services and will keep staff in its Terre Haute and Evansville offices — becomes part of USI as the buyer expands its presence in Indiana; terms were not disclosed.
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.