Industry Transactions
Industry Transaction Details (as of June 30, 2024)
Who’s Buying | |
---|---|
Insurance Brokerage | 475 |
Insurance Carrier and Other | 11 |
Banks and Thrifts | 4 |
What’s Being Bought | |
---|---|
Full Service | 101 |
P&C | 292 |
Employee Benefits | 97 |
Retail vs. Specialty | |
---|---|
Retail | 408 |
Specialty | 82 |
All transactions listed are announced deals involving public companies, private equity backed brokers, private companies, banks, InsurTech companies (2017-2018 only) as well as others including private equity groups, underwriters, specialty lenders, etc. All targets are U.S. only. This data displays a snapshot at a particular point in time and has not been updated to reflect subsequent changes in prior years, if any. MarshBerry estimates that only 50 – 60% of all transactions are actually made public. Past performance is not necessarily indicative of future results. Data reported YTD as of 6/30/2024.
Source: S&P Global Market Intelligence, Insurance Journal, and other publicly available sources
<- If necessary, scroll to view table info ->
Announced Date | Deal Year | Buyer | Seller | Seller Location | Buyer Type | Seller Type | Seller Line of Business | Press Release |
---|---|---|---|---|---|---|---|---|
12/31/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
12/31/24 | 2024 | Alera Group, Inc. | T.I.C., Inc. | CO | Independent Agency/Broker | Retail | Multi Line | |
12/31/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
12/30/24 | 2024 | Maiden Holdings, Ltd. | Kestrel Group, LLC | SC | Independent Agency/Broker | Wholesale | Multi Line | Download |
12/30/24 | 2024 | Patriot Growth Insurance Services, LLC | Birtwhistle & Livingston, Inc. | NJ | Independent Agency/Broker | Retail | P&C | |
12/30/24 | 2024 | Patriot Growth Insurance Services, LLC | E.T. Clauss & Co., Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
12/30/24 | 2024 | Patriot Growth Insurance Services, LLC | Herman Agency Inc. | IL | Independent Agency/Broker | Retail | EB & Consulting | |
12/27/24 | 2024 | Arthur J Gallagher & Co. | Murray Gardner Insurance Agency Inc. | CA | Public Broker | Retail | P&C | Download |
12/26/24 | 2024 | Arthur J Gallagher & Co. | Afina Insurance Advisors Inc. | IL | Public Broker | Retail | P&C | Download |
12/26/24 | 2024 | Inszone Insurance Services, Inc. | Roten & Company | TX | Independent Agency/Broker | Retail | Multi Line | Download |
12/23/24 | 2024 | Inszone Insurance Services, Inc. | Coe Agency, LLC. | NM | Independent Agency/Broker | Retail | EB & Consulting | Download |
12/23/24 | 2024 | Inszone Insurance Services, Inc. | Esquire Insurance, LLC | GA | Independent Agency/Broker | Retail | P&C | Download |
12/20/24 | 2024 | Alera Group, Inc. | Goodwin Insurance Agency, Inc. | KY | Independent Agency/Broker | Retail | P&C | Download |
12/19/24 | 2024 | Arthur J. Gallagher & Co. | Durham & Bates Agencies, Inc. | OR | Public Broker | Retail | Multi Line | Download |
12/18/24 | 2024 | Arthur J. Gallagher & Co. | Howe Insurance Group, L.L.C. | TX | Public Broker | Retail | P&C | Download |
12/18/24 | 2024 | Arthur J. Gallagher & Co. | M.J. Schuetz Insurance Services, Inc. | IN | Public Broker | Retail | Multi Line | Download |
12/18/24 | 2024 | Choice Financial Group | Employee Benefits of Virginia, LLC | VA | Independent Agency/Broker | Retail | EB & Consulting | Download |
12/18/24 | 2024 | Choice Financial Group | Employee Benefits of Virginia, LLC | VA | Independent Agency/Broker | Retail | EB & Consulting | |
12/18/24 | 2024 | Schrager Hampson Aviation Insurance Agency LLC | The Charles W. Bilella Agency Ltd. | PA | Independent Agency/Broker | Retail | P&C | Download |
12/17/24 | 2024 | High Street Insurance Partners | Collum Insurance Group, LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
12/17/24 | 2024 | Hub International Limited | Assets of Great Basin Insurance, Inc. | OR | Independent Agency/Broker | Retail | P&C | Download |
12/17/24 | 2024 | King Insurance Agency, Inc. | Talbert Insurance Services | GA | Independent Agency/Broker | Retail | Multi Line | Download |
12/17/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Insurance Business of Richard King Insurance Agency | OH | Independent Agency/Broker | Retail | P&C | Download |
12/16/24 | 2024 | MountainOne Bank | McClure Insurance Agency, Inc. | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
12/16/24 | 2024 | PointeNorth Insurance Group, LLC | Caldwell & Langford Insurance | GA | Independent Agency/Broker | Retail | Multi Line | Download |
12/16/24 | 2024 | TIH | SLB Insurance Group | FL | Independent Agency/Broker | MGA | P&C | Download |
12/13/24 | 2024 | Aon Corporation | The Salus Group | MI | Independent Agency/Broker | Retail | EB & Consulting | Download |
12/12/24 | 2024 | ALKEME Holdings Corporation | Relion Insurance Solutions, Inc. | IA | Independent Agency/Broker | Retail | Multi Line | Download |
12/12/24 | 2024 | Hub International Limited | Assets of Jackson Hole Insurance, Inc. | WY | Independent Agency/Broker | Retail | P&C | Download |
12/12/24 | 2024 | Inszone Insurance Services, Inc. | Get Benefits Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
12/12/24 | 2024 | Union Bay Risk Advisors LLC | Loyalhanna Insurance Group LLC | PA | Independent Agency/Broker | Retail | P&C | Download |
12/11/24 | 2024 | Alera Group, Inc. | Doroshow Insurance, Inc. | NV | Independent Agency/Broker | Retail | EB & Consulting | Download |
12/11/24 | 2024 | Arthur J Gallagher & Co. | Sheila J. Butler & Company, Inc. | GA | Public Broker | Retail | EB & Consulting | Download |
12/11/24 | 2024 | Hub International Limited | Assets of Otter Insurance Agency, Inc. | WA | Independent Agency/Broker | Retail | P&C | Download |
12/11/24 | 2024 | Inszone Insurance Services, Inc. | Southerland and Associates, Inc. | TX | Independent Agency/Broker | Retail | Multi Line | Download |
12/10/24 | 2024 | Alliant Insurance Services | Centurion Senior Services, LLC | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
12/10/24 | 2024 | Aon Corporation | Capstone Strategies LLC | TX | Independent Agency/Broker | Retail | Multi Line | Download |
12/10/24 | 2024 | Brown & Brown, Inc. | Assets of American Risk Management Resources Network, LLC | WI | Public Broker | Wholesale | P&C | Download |
12/10/24 | 2024 | Hub International Limited | Assets of Fairfield County Bank Insurance Services, LLC | CT | Independent Agency/Broker | Retail | Multi Line | Download |
12/10/24 | 2024 | Inszone Insurance Services, Inc. | Commercial Insurance of Texas Services Inc. | TX | Independent Agency/Broker | Retail | P&C | Download |
12/10/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Insurance Business of Archibald Insurance | VA | Independent Agency/Broker | Retail | P&C | Download |
12/10/24 | 2024 | XPT Group LLC | Atri Insurance Services LLC | NJ | Independent Agency/Broker | Retail | P&C | |
12/09/24 | 2024 | Alliant Insurance Services | Union First Insurance Solutions, LLC | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
12/09/24 | 2024 | Arthur J Gallagher & Co. | AssuredPartners, Inc. | FL | Public Broker | Retail | Multi Line | Download |
12/09/24 | 2024 | Hub International Limited | Assets of Hadfield Agency, Inc. | AR | Independent Agency/Broker | Retail | P&C | Download |
12/09/24 | 2024 | Relation Insurance, Inc. | Business Aviation Insurance Services | OH | Independent Agency/Broker | Retail | P&C | Download |
12/06/24 | 2024 | ALKEME Holdings Corporation | Schkabla, LLC | GA | Independent Agency/Broker | Retail | EB & Consulting | |
12/05/24 | 2024 | High Street Insurance Partners | DMI Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
12/04/24 | 2024 | Bloom Insurance Agency | Focused Health | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
12/03/24 | 2024 | ALKEME Holdings Corporation | Jacobson Professional Insurance, LLC | NJ | Independent Agency/Broker | Retail | P&C | Download |
12/03/24 | 2024 | AmeriLife Group, L.L.C. | One Health Benefits | SC | Independent Agency/Broker | Retail | EB & Consulting | Download |
12/03/24 | 2024 | Relation Insurance, Inc. | SFBAG Employee Benefit Insurance Services | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
12/02/24 | 2024 | Keystone Agency Partners LLC | Assets of JFP Benefit Management, Inc. | MI | Independent Agency/Broker | Retail | EB & Consulting | |
12/02/24 | 2024 | Relation Insurance, Inc. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
12/02/24 | 2024 | Undisclosed Buyer | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
12/02/24 | 2024 | Undisclosed Buyer | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
12/02/24 | 2024 | World Insurance Associates, LLC | Archambault Insurance Associates | CT | Independent Agency/Broker | Retail | Multi Line | |
12/01/24 | 2024 | Alera Group, Inc. | Spire Risk Management, LLC | TX | Independent Agency/Broker | Retail | EB & Consulting | Download |
12/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
12/01/24 | 2024 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
12/01/24 | 2024 | Hub International Limited | BIS Management Services, Inc. | CT | Independent Agency/Broker | Retail | EB & Consulting | Download |
12/01/24 | 2024 | The Hilb Group, LLC | Property and Casualty Business | Independent Agency/Broker | Retail | P&C | ||
12/01/24 | 2024 | TrueNorth Companies LLC | Downtown Insurance | IA | Independent Agency/Broker | Retail | P&C | Download |
12/01/24 | 2024 | TrueNorth Companies LLC | Lane Insurance | IA | Independent Agency/Broker | Retail | P&C | Download |
11/26/24 | 2024 | Arthur J. Gallagher & Co. | Shepard Insurance Group, Inc. | CT | Public Broker | Retail | P&C | Download |
11/26/24 | 2024 | Truliant Federal Credit Union | Atkins & Associates Insurance Agency | SC | Bank or Thrift | Retail | P&C | Download |
11/22/24 | 2024 | Culpeper Insurance Partners, LLC | BBIG, Inc. | NY | Independent Agency/Broker | Retail | P&C | |
11/21/24 | 2024 | Alera Group, Inc. | Team Alvarez Insurance Services | CA | Independent Agency/Broker | MGA | EB & Consulting | Download |
11/21/24 | 2024 | Higginbotham & Associates, Inc. | Fitts Agency, Inc. | AL | Independent Agency/Broker | Retail | P&C | Download |
11/21/24 | 2024 | Risk Strategies Company, LLC | ARC Benefit Solutions | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
11/21/24 | 2024 | Risk Strategies Company, LLC | Assets of Cornerstone Broker Insurance Services Agency, Inc. | OH | Independent Agency/Broker | MGA | EB & Consulting | Download |
11/20/24 | 2024 | A-G Specialty Insurance, LLC | First Agency, Inc. | MI | Independent Agency/Broker | Retail | P&C | Download |
11/20/24 | 2024 | Aon Corporation | Certain Assets of EBA Services LLC | OH | Public Broker | Retail | EB & Consulting | Download |
11/20/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Insurance Business of The DeLuca Agency and Denver Insurance Brokerage | CO | Independent Agency/Broker | Retail | Multi Line | Download |
11/19/24 | 2024 | Integrity Marketing Group LLC | Innovative Underwriters, Inc. | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
11/19/24 | 2024 | Risk Strategies Company, LLC | Waypoint Underwriting Management LLC | NJ | Independent Agency/Broker | MGA | P&C | Download |
11/15/24 | 2024 | Unison Risk Advisors | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
11/15/24 | 2024 | Unison Risk Advisors | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
11/15/24 | 2024 | Unison Risk Advisors | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
11/14/24 | 2024 | OneDigital Health and Benefits | First Bucks, LLC | PA | Independent Agency/Broker | Retail | Multi Line | Download |
11/14/24 | 2024 | World Insurance Associates, LLC | United Counties Insurance | NJ | Independent Agency/Broker | Retail | Multi Line | Download |
11/13/24 | 2024 | Hub International Limited | R.K. Gore | UT | Independent Agency/Broker | Retail | P&C | Download |
11/13/24 | 2024 | Inszone Insurance Services, Inc. | MEBO Health & Benefits | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
11/13/24 | 2024 | Integrity Marketing Group LLC | TGA Financials | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
11/12/24 | 2024 | Conrade Insurance Group, Inc. | Krueger Insurance Inc. | OH | Independent Agency/Broker | Retail | Multi Line | |
11/12/24 | 2024 | Inszone Insurance Services, Inc. | L.A. Bowen Insurance Agency, Inc. | UT | Independent Agency/Broker | Retail | P&C | Download |
11/12/24 | 2024 | World Insurance Associates, LLC | Creekside Risk Management LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
11/12/24 | 2024 | World Insurance Associates, LLC | Insure Plus LLC | MO | Independent Agency/Broker | Retail | P&C | Download |
11/12/24 | 2024 | World Insurance Associates, LLC | McFatter Insurance Agency, Inc. | LA | Independent Agency/Broker | Retail | P&C | Download |
11/12/24 | 2024 | World Insurance Associates, LLC | The Firm of Cenla | LA | Independent Agency/Broker | Retail | P&C | Download |
11/12/24 | 2024 | World Insurance Associates, LLC | The Firm of Louisiana P&C | LA | Independent Agency/Broker | Retail | P&C | Download |
11/11/24 | 2024 | Bishop Street Underwriters | Ethos Specialty's Transactional Liability Unit | NY | Independent Agency/Broker | MGA | P&C | Download |
11/11/24 | 2024 | Hub International Limited | Assets of ANCO Insurance Managers, Inc | TX | Independent Agency/Broker | Retail | Multi Line | Download |
11/08/24 | 2024 | Leavitt Group Enterprises, Inc. | Portalus Partners | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
11/07/24 | 2024 | Inszone Insurance Services, Inc. | Springbook Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
11/07/24 | 2024 | The Hilb Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | EB & Consulting | ||
11/06/24 | 2024 | High Street Insurance Partners | Winder Insurance Center, Inc. | GA | Independent Agency/Broker | Retail | Multi Line | Download |
11/06/24 | 2024 | Keystone Agency Partners LLC | Certain Assets of Insurance Line One LLC | FL | Independent Agency/Broker | Retail | Multi Line | |
11/06/24 | 2024 | Keystone Agency Partners LLC | Harbor Lights Risk Management Partners LLC | NJ | Independent Agency/Broker | Retail | Multi Line | |
11/05/24 | 2024 | Arthur J Gallagher & Co. | Peabody Insurance Agency, Inc. | MI | Public Broker | Retail | P&C | Download |
11/05/24 | 2024 | Inszone Insurance Services, Inc. | Book of Insurance Business | Independent Agency/Broker | Retail | Multi Line | Download | |
11/04/24 | 2024 | Arthur J Gallagher & Co. | American Mater International Inc. | Public Broker | Retail | P&C | Download | |
11/04/24 | 2024 | Arthur J Gallagher & Co. | Scout Benefits Group LLC | OK | Public Broker | Retail | EB & Consulting | Download |
11/04/24 | 2024 | Hub International Limited | Western Growers Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
11/04/24 | 2024 | The Partners Group | Post Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
11/02/24 | 2024 | Private Investor | Langley Insurance Agency | VA | Independent Agency/Broker | Retail | P&C | |
11/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
11/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
11/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
11/01/24 | 2024 | Heffernan Insurance Brokers | Rhodes-Warden Insurance Agency | OR | Independent Agency/Broker | Retail | Multi Line | |
11/01/24 | 2024 | Keystone Agency Partners LLC | Assets of WR Sims Agency, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
11/01/24 | 2024 | Oakbridge Insurance Agency LLC | AIC/InsuringAmerica LLC | GA | Independent Agency/Broker | Retail | Multi Line | |
11/01/24 | 2024 | Signers National, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
10/31/24 | 2024 | Leavitt Group Enterprises, Inc. | Potter Insurance Agency | NC | Independent Agency/Broker | Retail | P&C | Download |
10/29/24 | 2024 | Arthur J Gallagher & Co. | Adept Benefits, LLC | WA | Public Broker | Retail | EB & Consulting | Download |
10/29/24 | 2024 | Integrity Marketing Group LLC | Community Insurance Partners | AL | Independent Agency/Broker | Retail | EB & Consulting | Download |
10/29/24 | 2024 | King Insurance Agency, Inc. | Suzio Insurance Center, Inc. | CT | Independent Agency/Broker | Retail | P&C | Download |
10/29/24 | 2024 | TCS Insurance Agency | The Downey Group, Inc. | IL | Independent Agency/Broker | Retail | EB & Consulting | |
10/28/24 | 2024 | Arthur J Gallagher & Co. | Filos Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
10/24/24 | 2024 | Alera Group, Inc. | St Insurance Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
10/17/24 | 2024 | Inszone Insurance Services, Inc. | Anixter & Oser Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
10/17/24 | 2024 | Unison Risk Advisors | Avondale Insurance Associates, Inc. | MA | Independent Agency/Broker | Wholesale | P&C | Download |
10/15/24 | 2024 | AmeriLife Group, L.L.C | Diversity Insurance Agency | MI | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
10/15/24 | 2024 | Inszone Insurance Services, Inc. | Albert C Simonds Co. Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
10/15/24 | 2024 | Integrity Marketing Group LLC | Simpler Horizons Insurance Solutions | CA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
10/15/24 | 2024 | Oakbridge Insurance Agency LLC | Hull & Associates, Inc. | OH | Independent Agency/Broker | Retail | P&C | Download |
10/15/24 | 2024 | Unison Risk Advisors | Enders Insurance Associates | PA | Independent Agency/Broker | Retail | P&C | Download |
10/14/24 | 2024 | Leavitt Group Enterprises, Inc. | Troy Insurance Agency | ID | Independent Agency/Broker | Retail | Multi Line | Download |
10/10/24 | 2024 | OneDigital Health and Benefits | McWalter-Volunteer Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
10/10/24 | 2024 | OneDigital Health and Benefits | McWalter-Volunteer Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
10/09/24 | 2024 | Aon Corporation | Richard S. Miller & Sons, Inc. | IN | Independent Agency/Broker | Retail | Multi Line | Download |
10/09/24 | 2024 | Hub International Limited | Assets of Wester Insurance Agency, Inc. | NC | Independent Agency/Broker | Retail | Multi Line | Download |
10/08/24 | 2024 | Hub International Limited | Assets of AIG Agency, Inc. | MO | Independent Agency/Broker | Wholesale | P&C | Download |
10/08/24 | 2024 | Inszone Insurance Services, Inc. | Cummins Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
10/08/24 | 2024 | Integrity Marketing Group, LLC | Family Financial | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
10/08/24 | 2024 | KELLY Benefit Strategies | Gettysburg Benefits Administrators, Inc. | PA | Independent Agency/Broker | Retail | EB & Consulting | |
10/08/24 | 2024 | King Insurance Agency, Inc. | Insurance Solutions Group | OH | Independent Agency/Broker | Retail | Multi Line | Download |
10/08/24 | 2024 | Leavitt Group Enterprises, Inc. | McDermott Insurance Group | OH | Independent Agency/Broker | Retail | Multi Line | Download |
10/08/24 | 2024 | LTC Global Solutions, Inc. | LTC Affinity Direct, Inc. | MI | Independent Agency/Broker | Retail | EB & Consulting | Download |
10/08/24 | 2024 | Simplicity Group Holdings, Inc. | Concourse Financial Group Agency Inc. | AL | Independent Agency/Broker | MGA | EB & Consulting | Download |
10/07/24 | 2024 | AssuredPartners, Inc. | Coyle Kiley Insurance Agency, Inc. | IL | Independent Agency/Broker | Retail | Multi Line | Download |
10/07/24 | 2024 | Leavitt Group Enterprises, Inc. | InsureAll | SC | Independent Agency/Broker | Retail | Multi Line | Download |
10/03/24 | 2024 | Brown & Brown, Inc. | Assets of The Canopy Group | MN | Independent Agency/Broker | Retail | Multi Line | Download |
10/03/24 | 2024 | Truist Financial Corporation | Amity Benefits | FL | Independent Agency/Broker | Retail | EB & Consulting | |
10/02/24 | 2024 | Connie Health Inc. | Keen Insurance Services, Inc. | NC | Independent Agency/Broker | Retail | EB & Consulting | Download |
10/02/24 | 2024 | Inszone Insurance Services, Inc. | Erickson King & Associates, LLC | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
10/02/24 | 2024 | Integrity Marketing Group LLC | C. Ash Group | OH | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
10/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
10/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
10/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
10/01/24 | 2024 | AssuredPartners, Inc. | Halstead Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
10/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of M Surety Services, LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
10/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
10/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
10/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
10/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
10/01/24 | 2024 | BroadStreet Partners, Inc. | Frederick Insurance Inc. | OH | Independent Agency/Broker | Retail | P&C | |
10/01/24 | 2024 | Edgewood Partners Insurance Center | TDC Life, Inc. | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
10/01/24 | 2024 | Heffernan Insurance Brokers | Green Financial Corporation | TX | Independent Agency/Broker | Retail | EB & Consulting | |
10/01/24 | 2024 | High Street Insurance Partners | Mccartney & Rosenberry Group, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
10/01/24 | 2024 | Houchens Industries, Inc. | Henneberger and Flynn | KY | Independent Agency/Broker | Retail | P&C | Download |
10/01/24 | 2024 | Houchens Industries, Inc. | LS Benefits Group | OH | Independent Agency/Broker | Retail | P&C | Download |
10/01/24 | 2024 | Houchens Industries, Inc. | Southern Coast Insurance | FL | Independent Agency/Broker | Retail | P&C | |
10/01/24 | 2024 | Inszone Insurance Services, Inc. | Dan Davis Insurance Solutions | CA | Independent Agency/Broker | Retail | P&C | Download |
10/01/24 | 2024 | Inszone Insurance Services, Inc. | San Antonio Insurance Services LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
10/01/24 | 2024 | Keystone Agency Partners LLC | Myers, Benner Corporation | PA | Independent Agency/Broker | Retail | P&C | Download |
10/01/24 | 2024 | Keystone Agency Partners LLC | Assets of Bassler Holding Company | IL | Independent Agency/Broker | Retail | P&C | |
10/01/24 | 2024 | The Hilb Group, LLC | Property and Casualty Business | Independent Agency/Broker | Retail | P&C | ||
10/01/24 | 2024 | TrueNorth Companies LLC | Clemens Agency | IA | Independent Agency/Broker | Retail | P&C | Download |
10/01/24 | 2024 | Undisclosed Buyer | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
10/01/24 | 2024 | World Insurance Associates, LLC | Business of First International Insurance | ND | Independent Agency/Broker | Retail | P&C | Download |
09/30/24 | 2024 | CIVC Partners, L.P. | Alliance Insurance Agency | OH | Independent Agency/Broker | Retail | Multi Line | Download |
09/30/24 | 2024 | Risk Strategies Company, LLC | Griffith Insurance LLP | PA | Independent Agency/Broker | Retail | Multi Line | |
09/30/24 | 2024 | TrueNorth Companies LLC | Kozlowski Insurance Agency & Financial Services, Inc. | MN | Independent Agency/Broker | Retail | Multi Line | Download |
09/28/24 | 2024 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
09/26/24 | 2024 | Alera Group, Inc. | Insurance Underwriters Ltd. | LA | Independent Agency/Broker | Retail | Multi Line | Download |
09/26/24 | 2024 | Marshall and Sterling Insurance, Inc. | Assets of FitzGibbons Agency LLC | OH | Independent Agency/Broker | Retail | P&C | Download |
09/25/24 | 2024 | Inszone Insurance Services, Inc. | First West Insurance Agency, LLC | CA | Independent Agency/Broker | Retail | P&C | Download |
09/25/24 | 2024 | South Shore Insurance Underwriters | Mount Diablo Holding, LLC | CA | Independent Agency/Broker | MGA | P&C | |
09/24/24 | 2024 | King Insurance Agency, Inc. | Cypress Risk Management, Ltd. Co. | SC | Independent Agency/Broker | Retail | P&C | Download |
09/19/24 | 2024 | A-G Specialty Insurance, LLC | Terry L Green & Associates, Inc. | GA | Independent Agency/Broker | Retail | P&C | Download |
09/16/24 | 2024 | ALKEME Holdings Corporation | Pinnacle Insurance Consultant, LLC | CA | Independent Agency/Broker | Retail | P&C | Download |
09/16/24 | 2024 | High Street Insurance Partners | Dudek Insurance Agency Group, Inc. | MI | Independent Agency/Broker | Retail | P&C | Download |
09/13/24 | 2024 | The Hilb Group, LLC | Voluntary Solutions, Inc. | CO | Independent Agency/Broker | Retail | EB & Consulting | |
09/11/24 | 2024 | Simplicity Group Holdings, Inc. | benefitRFP, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
09/05/24 | 2024 | Inszone Insurance Services, Inc. | Noble Insurance Corp. | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
09/01/24 | 2024 | Alera Group, Inc. | Berkshire Fairfield Insurance Agency, LLC | MA | Independent Agency/Broker | Retail | Multi Line | Download |
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