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Citizens Advises Findley on Sale to USI Insurance Services

November 24, 2020, 07:00 AM
Filed Under: Insurance Services

Citizens M&A Advisory advised Findley, Inc. on its sale to USI Insurance Services, LLC. A leading human resources and employee benefits consulting firm, Findley provides actuarial, benefits and administrative consulting services to private and publicly-held companies, the public sector and non-profit organizations. Findley employs more than 250 associates, serving clients across the country from seven office locations in the Midwest and Southeast.

“It has been an honor and pleasure advising Findley’s management team and shareholders,” said David Dunstan, managing director at Citizens. “This transaction caps a longstanding relationship with Findley and we believe they have found a great partner in USI to further broaden their reach and services to their loyal client base while also expanding USI’s national benefit consulting expertise.”

USI Insurance Services 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 to large risk management clients, middle-market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 8,000 industry-leading professionals from approximately 200 offices to serve clients’ local, national and international needs.

Citizens M&A Advisory specializes in middle-market mergers and acquisitions as well as later-stage financing transactions. Citizens combines sector intelligence with a client-focused approach to realize our clients' true value. The Citizens team has closed more than 145 transactions in the last five years and has more than 80 M&A professionals specializing in a range of industries across the United States. Citizens M&A Advisory is part of Citizens Capital Markets, Inc., a subsidiary of Citizens Financial Group.

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