Recent Acquisition Beasley & Company was acquired by USI in October 2022, positioning it as part of a larger, global insurance and risk management firm. This integration may lead to expanded cross-selling opportunities within USI’s extensive client base.

Specialized Expertise The company holds a CEFEX certification for fiduciary adherence and specializes in retirement, executive compensation, and health benefits, making it a valuable partner for organizations seeking compliant and comprehensive employee benefits solutions.

Financial Profile With annual revenues between $10 million and $25 million and a relatively small team of 11-50 employees, Beasley & Company offers personalized services that could appeal to mid-market companies looking for tailored benefit consulting.

Technology Stack Utilizing a modern mix of web technologies like jQuery, PHP, and Google Maps, the company demonstrates a capability to leverage technology for client engagement and service delivery, a key selling point for digitally-oriented benefit solutions.

Market Position & Potential As part of the USI Consulting Group, Beasley & Company is well-positioned within a competitive landscape dominated by large firms. The company’s niche focus on fiduciary standards and tailored benefits presents growth potential through targeted business development with mid-sized enterprises.