USI Insurance Services Acquires Georgia-based Gardner & Associates Enterprises

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USI Continues to Strengthen Footprint in Southeast

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James W. Dunn, USI’s Southeast regional chief executive officer, said: “Gardner & Associates Enterprises is a trusted name throughout the community, and I look forward to continuing to build on that trust."

USI Insurance Services (“USI”) announced today it acquired Gardner & Associates Enterprises. This acquisition further strengthens USI’s presence as a leading middle market insurance brokerage and consulting firm in the Southeast region, and complements the Company’s wide range of commercial property-casualty, employee benefits, personal risk services and retirement consulting offerings. Terms of the transaction were not disclosed.

Amy A. Gardner, president of Gardner & Associates Enterprises, said: “From the beginning, our business has been conducted in a professional manner where outstanding customer service is always our mission. We are proud to have built a legacy that is one of consistent quality and superior solutions. With this acquisition, our clients will enjoy an expanded set of measurable and actionable insurance products that are supported by an outstanding network of national and local resources.”

James W. Dunn, USI’s Southeast regional chief executive officer, said: “Gardner & Associates Enterprises is a trusted name throughout the community, and I look forward to continuing to build on that trust. Their approach to insurance is a perfect match with the USI ONE Advantage®, our game-changing platform that integrates proprietary analytics with networked resources to delivering enterprise client solutions. This acquisition is yet another testament to the commitment and investment we are making in the Southeast region, and I look forward to growing our middle market business in this strategic growth marketplace.”

About USI Insurance Services
USI has more than 4,400 dedicated, experienced and innovative professionals connected across over 140 offices throughout the United States, and is a leader in insurance brokerage and consulting in property-casualty, employee benefits, personal risk services, retirement, program and specialty solutions. With approximately $1.0 billion in annualized revenue, USI is the 8th largest insurance broker of U.S. business(1), the 4th largest privately held commercial lines broker in the United States(2), and the 12th largest insurance brokerage firm in the world(3). USI is also the 3rd largest privately held personal lines broker in the United States(2) and the 7th largest benefits broker ranked by global benefits revenue(4). USI has been recognized for its innovation by Information Week 500 and Best’s Review January 2014 Innovation Showcase. Visit the Company’s website at http://www.usi.biz.

1 Business Insurance 2015 100 Largest Brokers of U.S. Business, July 19, 2015
2 Insurance Journal’s 2013 Top 50 Privately Held Personal Lines (excludes non standard auto brokers-aggregators) and Insurance Journal’s 2014 Privately Held Commercial Lines Leader Ranking
3 Best's Review's Leader Issue July 2015, Top Global Insurance Brokers Ranking
4 Business Insurance Largest Benefits Brokers, July 21, 2014

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