Citizens M&A Advisory advised human resources and employee benefits consulting firm Findley on its sale to USI Insurance Services.
“It has been an honor and pleasure advising Findley’s management team and shareholders,” David Dunstan, managing director at Citizens, said. “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 an insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to risk management clients, middle-market companies, smaller firms and individuals.
Citizens M&A Advisory specializes in middle-market mergers and acquisitions as well as later-stage financing transactions.
