May 9, 2018
USI Insurance Services (USI) announced the closing of its acquisition of Key Insurance & Benefits Services Inc., formerly part of KeyBank. Terms of the transaction were not disclosed. USI is a Valhalla, N.Y.-headquartered insurance brokerage and consulting firm delivering property …
April 2, 2018
KeyBank has entered into a definitive agreement to sell Key Insurance & Benefits Services Inc. to USI Insurance Services (USI). KeyBank acquired Key Insurance & Benefits Services Inc. as part of its 2016 merger with First Niagara Financial Group. Key …
December 4, 2017
School officials and an insurance company are still assessing the severe storm damage that one of Indiana’s historic high school gymnasiums sustained nearly a month ago. Muncie Community Schools superintendent Steve Baule says only salvage work has been done at …
October 4, 2017
USI Insurance Services has named Chris Swensen property/casualty practice leader for its Salt Lake City, Utah, office. Swensen has 18 years of insurance industry experience, including group captives, professional liability, workers’ compensation and property and casualty. He was previously vice …
September 28, 2017
USI Insurance Services (USI) has acquired David M. Banet & Associates Inc. (Banet), an Exton, Penn.-based leader in benefits consulting and administration, human capital management and insurance brokerage and consulting services. Banet will combine with Emerson Reid, USI’s employee benefits …
May 30, 2017
USI Insurance Services (USI) has acquired Hartman Employee Benefits Inc. (Hartman Employee Benefits) from The Hartman Group. Hartman Employee Benefits and its employees will remain at the current Williamsport and State College, Penn., locations following the transaction. Terms of the …
April 12, 2017
USI Insurance Services has acquired Cameron M. Harris & Company, an insurance brokerage firm in North Carolina. Cameron M. Harris & Company and its employees will remain at the current Charlotte location. Terms of the transaction were not disclosed. Founded …
March 17, 2017
KKR, a global investment firm, and Caisse de dépôt et placement du Québec (CDPQ), a long-term institutional investor, have announced their joint acquisition of USI Insurance Services (USI), a U.S. insurance brokerage and consulting firm headquartered in Valhalla, N.Y. As …
March 8, 2017
USI Insurance Services (USI) has acquired Carolina First Associates LLC, an employee benefits insurance advisor located in Hickory, N.C. This acquisition extends USI’s presence as a middle market insurance brokerage and consulting firm in the Southeast region. Carolina First Associates …
February 1, 2017
USI Insurance Services (USI), a local and national insurance brokerage and consulting firm headquartered in Valhalla, N.Y., has hired Christopher Callahan as vice president of the employee benefits practice for the Warwick, R.I., office. In his role at USI, Callahan …