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USI Consulting Group Acquires Burke Group

PRIVATEJan 16, 2024

Acquiring Company

USI Insurance Services

Acquired Company

Burke Group

ValhallaCity Of RochesterFinancial ServicesInsuranceFinancial Services

Description

USI Consulting Group, a national industry-leading, full-service retirement plan consulting and benefits administration firm, has announced the acquisition of Rochester, New York-based Burke Group. This strategic partnership aims to enhance the value and expertise delivered to clients by combining the specialized expertise and expanding retirement consulting capabilities throughout the upstate New York region.

Quick answer

USI Insurance Services is acquiring Burke Group, announced January 16, 2024. USI Insurance Services is based in Valhalla, New York, United States.

How much did USI Insurance Services pay for Burke Group?
The deal value was not disclosed.
What does USI Insurance Services do?
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 to large risk management clients,..
Where are USI Insurance Services and Burke Group based?
USI Insurance Services is based in Valhalla, New York, United States. Burke Group is based in City Of Rochester, New York, United States.

Source: Fundz verified event record.

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Company Information

Company

USI Insurance Services

Location

Valhalla, New York, United States

About

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 to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,000 industry-leading professionals across more than 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

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Frequently asked

Who acquired Burke Group?

Burke Group was acquired by USI Insurance Services, based in Valhalla. The deal was reported on January 16, 2024. USI Insurance Services is privately held and operates in Financial Services.

When did USI Insurance Services acquire Burke Group?

USI Insurance Services's acquisition of Burke Group was reported on January 16, 2024. USI Consulting Group, a national industry-leading, full-service retirement plan consulting and benefits administration firm, has announced the acquisition of Rochester, New York-based Burke Group. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Burke Group do?

Founded in 1989, we've maintained a strong identity as independent, thoughtful, transparent, and objective advisors. It is privately held, operating in Financial Services, and is based in City Of Rochester.

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