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Findley Davies, Inc. has been acquired by USI

The shareholders of Findley Davies, Inc. have sold the company to USI, one of the largest insurance brokerage and consulting firms in the world.

Findley is an independent human resources and employee benefits consulting firm that provides services related to retirement plans, ESOPs, health and group benefits, change management, compensation and rewards, talent acquisition, compliance, and mergers and acquisitions. Findley’s more than 250 associates are located in Chicago; Cleveland, Columbus, Ohio, Toledo, (Ohio); Louisville, (Kentucky) and Nashville, (Tennessee), and serve more than 2,000 clients across all 50 states. The firm serves organizations ranging from small employers to those with over 200,000 employees in many industry sectors including healthcare, manufacturing, professional services, retail, financial institutions, nonprofit organizations, multi-employers and government entities.

USI delivers 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. It 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 a positive bottom line impact.

Oaklins’ team in Cleveland served as the exclusive financial advisor to Findley Davies, Inc. in this transaction.

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M&A sell-side
Parties

Talk to the deal team

 David D. Dunstan

David D. Dunstan

Managing Director

Cleveland, United States
Oaklins Citizens Capital Markets
 Jason P. Anderson

Jason P. Anderson

Associate Director

Cleveland, United States
Oaklins Citizens Capital Markets
 Dean K. Ganzhorn

Dean K. Ganzhorn

Associate

Cleveland, United States
Oaklins Citizens Capital Markets
 Patrick T. Sheerer

Patrick T. Sheerer

Analyst

Cleveland, United States
Oaklins Citizens Capital Markets

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