USI Insurance Services (USI) is a privately held insurance brokerage and consulting firm headquartered in Valhalla, New York. The firm was founded in California in 1994 and has grown into one of the largest insurance brokers in the world.
It now delivers property and casualty, employee benefits, personal risk, and retirement solutions through nearly 200 offices nationwide. The company combines private equity backing with substantial employee ownership, a structure that sets it apart from most large brokers.
Website: usi.com
Head office address: 100 Summit Lake Drive, Suite 400, Valhalla, NY 10595
Founded: 1994, California
Company type: privately held; majority-owned by KKR and Caisse de dépôt et placement du Québec (CDPQ), with significant management and employee ownership
Business focus: property and casualty, employee benefits, personal risk, and retirement consulting
Regions served: United States, nearly 200 offices
USI’s growth has come from decades of bolt-on acquisitions and two major ownership changes. Key milestones include:
These deals changed USI’s ownership several times while leaving its operating structure largely intact. Management and employees have retained a stake in the company through each transaction.
The firm’s work is supplemented by specialty programs. Its offerings include:
This breadth lets USI serve large risk management clients, middle market companies, smaller firms, and individuals under one advisory relationship.
USI Insurance Services ranks among the largest insurance brokers in the country, competing with both publicly traded giants and other private, equity-backed firms. USI says its ownership model gives the firm a long-term outlook.
That model blends KKR and CDPQ capital with more than 1,000 employee-owners. It shapes how the firm invests in people and technology.
That structure supports continued middle market acquisitions and self-funded technology programs such as UTech. Together, they position the company for both organic and acquisitive growth.
USI Insurance Services has appeared in several Insurance Business recognition programs in recent years. The list below covers both company-wide and individual mentions:
These mentions cover both company programs and individual leadership recognition within the firm.
USI Insurance Services says its “I’m With U” program, restructured in 2020, guides its approach to diversity, equity, and inclusion across the organization. The firm also runs USI Cares, a program that supports team members facing hardship without requiring repayment. These programs, alongside its employee-ownership structure, form the core of how the company describes its workplace culture to prospective hires and clients.
