Tracked deals
24
24 tracked deals across 2016-2025.
Operating Company
Financial Services
USI Insurance Services
Valhalla, New York, United States
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions. Headquartered in Valhalla, New York, USI connects nearly 11,000 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs via USI ONE Advantage®.
- Focus Areas
- Insurance Brokerage, Employee Benefits, Risk Management
- Website
- usi.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Buyout
22 buyout · 2 divestiture
USI Insurance Services Acquisition Volume by Year
Last 8 years
Supporting Data
Recent Transactions
Showing the 12 most recent of 24 tracked deals for USI Insurance Services.
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August 4, 2025
- Buyer
- USI Insurance Services
- Target
- Rogers Insurance Center
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
USI Insurance Services has acquired Miami, Oklahoma-based Rogers Insurance Center, an independent brokerage founded in 1997 that specializes in commercial and personal risk insurance programs. Terms were not disclosed; USI said the acquisition expands its commercial and personal risk expertise in Oklahoma and brings Rogers' team and client relationships into the USI network.
-
- Buyer
- USI Insurance Services
- Target
- Hignojos Insurance Agency
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
USI Insurance Services acquired Odessa, Texas-based Hignojos Insurance Agency, an independent brokerage founded in 2009 that specializes in commercial and personal risk insurance. The acquisition (terms undisclosed) expands USI's presence and capabilities in western Texas as Hignojos' team joins USI to leverage USI's national resources and solutions.
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January 16, 2024
- Buyer
- USI Consulting Group
- Target
- Burke Group
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
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.
-
October 23, 2023
- Buyer
- USI Insurance Services
- Target
- Cavanah Associates, Inc.
- Industry
- Insurance
- Location
- Hawaii, United States
- Type
- Buyout
USI Insurance Services has acquired Honolulu-based Cavanah Associates, Inc., an independent brokerage specializing in commercial and personal risk insurance. The undisclosed transaction establishes a Hawaii-based presence for USI and strengthens its commercial and personal risk insurance capabilities by integrating Cavanah's local team into the USI platform.
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December 12, 2022
- Buyer
- USI Insurance Services
- Target
- Ritman & Associates Inc.
- Industry
- Insurance
- Location
- Indiana, United States
- Type
- Buyout
USI Insurance Services has acquired Noblesville, Indiana-based Ritman & Associates and will combine Ritman's operations with its USI Affinity division. The deal strengthens USI Affinity's law firm program and expands USI's legal malpractice and affinity insurance capabilities; terms were not disclosed.
-
- Buyer
- USI Insurance Services
- Target
- Ames-Grenz Insurance Services, Inc.
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
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.
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April 18, 2022
- Buyer
- USI Insurance Services
- Target
- Benefits 7, Inc.
- Industry
- Insurance
- Location
- Indiana, United States
- Type
- Buyout
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.
-
January 24, 2022
- Buyer
- USI Insurance Services
- Target
- D&H Risk Services LLC
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
USI Insurance Services acquired Longview, Texas-based D&H Risk Services LLC to expand its Texas presence and broaden its risk management and employee benefits capabilities. The deal will give D&H clients access to USI's resources and the USI ONE Advantage platform; terms were not disclosed.
-
October 11, 2021
- Buyer
- USI Insurance Services
- Target
- Daul Insurance
- Industry
- Insurance
- Location
- Louisiana, United States
- Type
- Buyout
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.
-
September 20, 2021
- Buyer
- USI Insurance Services
- Target
- Insurance and Capital Management LLC (ICM)
- Industry
- Insurance
- Location
- Washington, United States
- Type
- Buyout
USI Insurance Services acquired Insurance and Capital Management LLC (ICM), an independent insurance brokerage based in Mill Creek, Washington that specializes in marine insurance for offshore fishing operations. The acquisition expands USI's marine industry expertise and strengthens its Washington / Pacific Northwest presence; terms were not disclosed.
-
September 7, 2021
- Buyer
- USI Insurance Services
- Target
- Reynolds & Reynolds, Inc.
- Industry
- Insurance
- Location
- Iowa, United States
- Type
- Buyout
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.
-
January 19, 2021
- Buyer
- USI Insurance Services
- Target
- CB Insurance, LLC
- Industry
- Insurance
- Location
- Colorado, United States
- Type
- Buyout
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.
Related Acquisition Pages
Insurance Buyers & Acquisitions
20 tracked deals by USI Insurance Services.
Financial Services Buyers & Acquisitions
2 tracked deals by USI Insurance Services.
Consulting Buyers & Acquisitions
1 tracked deal by USI Insurance Services.
Wealth Management Buyers & Acquisitions
1 tracked deal by USI Insurance Services.
Acquisitions in Indiana
3 tracked deals by USI Insurance Services.
Acquisitions in Minnesota
3 tracked deals by USI Insurance Services.
Acquisitions in Texas
3 tracked deals by USI Insurance Services.
Acquisitions in Alaska
1 tracked deal by USI Insurance Services.
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