Industry Transactions
2024 Acquisition Details (YTD as of April 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 4/30/2024.
Source: S&P Global Market Intelligence, Insurance Journal, and other publicly available sources
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Announced Date | Deal Year | Buyer | Seller | Seller Location | Buyer Type | Seller Type | Seller Line of Business | Press Release |
---|---|---|---|---|---|---|---|---|
10/21/21 | 2021 | Experian plc | Gabi Personal Insurance Agency, Inc. | CA | Other Buyer | Retail | P&C | |
10/21/21 | 2021 | Liberty Company Insurance Brokers | The Perzel Agency | PA | Independent Agency/Broker | Wholesale | Multi Line | |
10/20/21 | 2021 | Higginbotham & Associates, Inc. | Financial Benefit Services, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/19/21 | 2021 | AssuredPartners, Inc. | Jester Insurance Services Inc. | IA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/15/21 | 2021 | Ensurise LLC | Property and Casualty Business of Gerczak Insurance Agency, Inc. | VA | Independent Agency/Broker | Retail | P&C | |
10/14/21 | 2021 | Higginbotham & Associates, Inc. | Mass Group Marketing, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/13/21 | 2021 | Keystone Agency Investors LLC | Assets of McGowan Insurance Group Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/12/21 | 2021 | Arthur J. Gallagher & Co. | W P Dolle LLC | OH | Public Broker | Retail | Multi Line | |
10/12/21 | 2021 | Hub International Limited | Assets Of Safe Harbour Group, Ltd. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/11/21 | 2021 | Arthur J. Gallagher & Co. | River Valley Capital Insurance, Inc. | IA | Public Broker | Retail | P&C | |
10/11/21 | 2021 | Arthur J. Gallagher & Co. | SeaCoast Underwriters, Inc. | FL | Public Broker | MGA | P&C | |
10/11/21 | 2021 | Hub International Limited | Assets Of Jerry Baird Agency Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/11/21 | 2021 | PEAK6 LLC | We Insure Group, Inc. | FL | Other Buyer | Wholesale | P&C | |
10/11/21 | 2021 | USI Holdings Corporation | Daul Insurance Agency, Inc. | LA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/08/21 | 2021 | Hub International Limited | Verity Insurance Services Inc. / Bellehaven Management Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/07/21 | 2021 | Galway Insurance Holdings | Assets of Russell Bond & Co. Inc. | NY | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
10/07/21 | 2021 | Hub International Limited | Eaton-Provident Group, LLC | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/07/21 | 2021 | Integrity Marketing Group LLC | D&D Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
10/06/21 | 2021 | A.N. Ansay & Associates, Inc. | Buxton O'Neill Insurance Agency | WI | Independent Agency/Broker | Retail | Multi Line | |
10/06/21 | 2021 | DOXA Insurance Holdings LLC | A.G.I.A., Inc./ Worldwide Rescue and Security, Inc. | CA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
10/05/21 | 2021 | Hub International Limited | Silverman Financial, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/05/21 | 2021 | Integrity Marketing Group LLC | Brokerage 1 Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
10/04/21 | 2021 | Coalition Insurance Solutions, Inc. | Attune Isurance | Independent Agency/Broker- Private Capital Backed | MGA | P&C | ||
10/04/21 | 2021 | Hub International Limited | Assets of CM&F Group, Inc. | NY | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
10/04/21 | 2021 | Liberty Company Insurance Brokers | Southern Palm Insurance | FL | Independent Agency/Broker | Retail | P&C | |
10/04/21 | 2021 | Neptune Flood Incorporated | Jumpstart Insurance Solutions, Inc. | CA | Independent Agency/Broker | Wholesale | P&C | |
10/01/21 | 2021 | Acrisure, LLC | Atlantic Shield Insurance Group LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | LA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | Alera Group, Inc. | Bagwell & Bagwell Insurance LLC | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | BroadStreet Partners, Inc. | Book of Business | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | Butler & Messier, Inc. | Alpine Insurance Agency | RI | Independent Agency/Broker | Retail | P&C | |
10/01/21 | 2021 | Butler & Messier, Inc. | Capuano Insurance Agency | RI | Independent Agency/Broker | Retail | P&C | |
10/01/21 | 2021 | First Light Program Managers, Inc. | Marine N-Surance Brokers Inc. | AL | Independent Agency/Broker | MGA | P&C | |
10/01/21 | 2021 | Heffernan Insurance Brokers | Rose City Associates, LLC | OR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/01/21 | 2021 | Heffernan Insurance Brokers | Twentytwenty Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/01/21 | 2021 | High Street Insurance Partners, LLC | Sandy Garza & Associates Inc | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | Mcintire & Associates, Inc. | Landmark Insurance Group, LLC | TN | Independent Agency/Broker | Retail | EB & Consulting | |
10/01/21 | 2021 | Morse Insurance Agency, Inc. | Magoon Insurance agency, Inc | MA | Independent Agency/Broker | Retail | P&C | |
10/01/21 | 2021 | Patriot Growth Insurance Services, LLC | Crosslet Insurance Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | Patriot Growth Insurance Services, LLC | Koverage Insurance Group, LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/01/21 | 2021 | Patriot Growth Insurance Services, LLC | Ortega Ranch Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | Patriot Growth Insurance Services, LLC | Sherrill & Company | GA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Chesapeake Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/01/21 | 2021 | The Hilb Group, LLC | Book of Personal Lines Business of D. F. Dwyer & Associates, LLC | RI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | The Hilb Group, LLC | Forrest Insurance Agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | The Hilb Group, LLC | Gerardi Insurance Services, Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/01/21 | 2021 | World Insurance Associates, LLC | Marino Agency Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/21 | 2021 | World Insurance Associates, LLC | Pope Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/01/21 | 2021 | World Insurance Associates, LLC | Total Coverage Insurance | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/30/21 | 2021 | Arthur J. Gallagher & Co. | Alpha Surety & Insurance Brokerage, LLC | AR | Public Broker | Wholesale | P&C | |
09/30/21 | 2021 | Digital Insurance, Inc. | Praxis Consulting, Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/30/21 | 2021 | High Street Insurance Partners, LLC | Mcdonald Insurance, LLC | TN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/30/21 | 2021 | High Street Insurance Partners, LLC | Pegram Agency, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/30/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Farris Evans Insurance Agency, Inc. | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/30/21 | 2021 | Relation Insurance, Inc. | Truck Insurance Mart, Inc. | MO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/30/21 | 2021 | Risk Strategies Company, LLC | Corrigan Johnston Risk Advisors, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/30/21 | 2021 | Risk Strategies Company, LLC | Hill Program Managers LLC | CO | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
09/29/21 | 2021 | NFP Corp. | www.FindMyBenefits.com | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/29/21 | 2021 | Patriot Growth Insurance Services, LLC | Southern Insurance Group, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/29/21 | 2021 | Relation Insurance, Inc. | Assets of Insley Insurance & Financial Services, Inc. | DE | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/29/21 | 2021 | SandStone Insurance Partners, LLC | Assets of National Health Insurance Agencies | FL | Independent Agency/Broker | Retail | EB & Consulting | |
09/28/21 | 2021 | Relation Insurance, Inc. | Assets of The Furman Co., Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/23/21 | 2021 | Relation Insurance, Inc. | Assets of Pitts Insurance Team LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/22/21 | 2021 | Liberty Company Insurance Brokers | CorMarc Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
09/22/21 | 2021 | Relation Insurance, Inc. | Assets of Perry Insurance Group Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/21/21 | 2021 | Arthur J. Gallagher & Co. | Files Agribusiness, LLC | LA | Public Broker | Retail | P&C | |
09/21/21 | 2021 | GI Partners | Patriot Growth Insurance Services | PA | Other Buyer | Retail | Multi Line | |
09/21/21 | 2021 | Integrity Marketing Group LLC | Fidelis Consultants | AZ | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
09/20/21 | 2021 | AssuredPartners, Inc. | Smith-Reiss Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/20/21 | 2021 | Brown & Brown, Inc. | Gremesco of New Jersey LLC | NJ | Public Broker | Wholesale | P&C | |
09/20/21 | 2021 | Hub International Limited | Insurance brokerage assets of Joyce M. (Dixie) Purselley | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/20/21 | 2021 | USI Holdings Corporation | Insurance and Capital Management LLC | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/17/21 | 2021 | Alera Group, Inc. | Brokerage Commercial Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/16/21 | 2021 | BroadStreet Partners, Inc. | Undisclosed insurance agency | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | ||
09/16/21 | 2021 | DOXA Insurance Holdings LLC | Caitlin-Morgan Insurance Services | IN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
09/16/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Gimlin & Udy Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/15/21 | 2021 | Alera Group, Inc. | Fendley Gregg Benefits Inc. | AZ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/15/21 | 2021 | NSI Insurance Group | Express Insurance | FL | Independent Agency/Broker | Retail | P&C | |
09/15/21 | 2021 | NSI Insurance Group | White Cloud Insurance | FL | Independent Agency/Broker | Retail | P&C | |
09/14/21 | 2021 | Arthur J. Gallagher & Co. | Lloyd Bedford Cox, Inc. | NY | Public Broker | Retail | P&C | |
09/14/21 | 2021 | AssuredPartners, Inc. | Employee One Benefit Solutions LLC | MD | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/14/21 | 2021 | Integrity Marketing Group LLC | Aegis Financial, Inc. | CO | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
09/13/21 | 2021 | Baldwin Risk Partners | Jacobson, Goldfarb & Scott, Inc. | NJ | Public Broker | MGA | P&C | |
09/13/21 | 2021 | Patriot Growth Insurance Services, LLC | Undisclosed insurance agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/10/21 | 2021 | High Street Insurance Partners, LLC | John C Lee Insurance Group LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/10/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/09/21 | 2021 | Digital Insurance, Inc. | Katz Insurance Group LLC | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/09/21 | 2021 | King Insurance Agency, Inc. | Corsair Insurance Agency LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/09/21 | 2021 | Porch Group, Inc. | American Home Protect, LLC | TX | Other Buyer | MGA | P&C | |
09/08/21 | 2021 | Alera Group, Inc. | Propel Insurance Agency, LLC | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/08/21 | 2021 | Baldwin Risk Partners | White Hill Plaza, Inc. | TX | Public Broker | Retail | EB & Consulting | |
09/08/21 | 2021 | Genstar Capital, LLC | Alera Group, Inc. | IL | Other Buyer | Retail | Multi Line | |
09/08/21 | 2021 | Hub International Limited | Assets of McNellis & Company, Inc | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/08/21 | 2021 | Integrity Marketing Group LLC | Oberlin Marketing | IN | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
09/08/21 | 2021 | Patriot Growth Insurance Services, LLC | Herndon Carr & Co., Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/08/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Preferred Insurance Service, Inc | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/07/21 | 2021 | Alliant Insurance Services | Senior Savings Network LLC | SC | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
09/07/21 | 2021 | USI Holdings Corporation | Reynolds & Reynolds Inc. | IA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/06/21 | 2021 | Yuba-Sutter Farm Bureau | Fletcher & Associates Insurance Services, Inc. | CA | Other Buyer | Retail | P&C | |
09/04/21 | 2021 | World Insurance Associates, LLC | Zodiac Insurance Services, LLC | NJ | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
09/03/21 | 2021 | Alliant Insurance Services | Dennis Breitenfeldt Health Insurance Services LLC | MN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/03/21 | 2021 | High Street Insurance Partners, LLC | Larry E Brown, Jr. Insurance Agency, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/03/21 | 2021 | High Street Insurance Partners, LLC | The DeFinis Agency | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/02/21 | 2021 | Alliant Insurance Services | West Coast Insurance Services, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/02/21 | 2021 | Marsh & McLennan Companies, Inc. | Vaaler Insurance, Inc. | ND | Public Broker | Retail | Multi Line | |
09/02/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | UT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/02/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Acrisure, LLC | A-Affordable Insurance Agency Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | MO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Alliant Insurance Services | TIG Thomas Insurance Group | MO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/01/21 | 2021 | BroadStreet Partners, Inc. | Book of Business | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/01/21 | 2021 | Colony Bankcorp, Inc. | Hillery McBroom Agency | GA | Bank or Thrift | Retail | P&C | |
09/01/21 | 2021 | Colony Bankcorp, Inc. | Jim Butler agency | GA | Bank or Thrift | Retail | P&C | |
09/01/21 | 2021 | Colony Bankcorp, Inc. | The John Palmer agency | GA | Bank or Thrift | Retail | P&C | |
09/01/21 | 2021 | Heffernan Insurance Brokers | Archbold & Father Insurance Associates, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Heffernan Insurance Brokers | Henkes Welsh Insurance, Inc. | NV | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/01/21 | 2021 | High Street Insurance Partners, LLC | Lawson Insurance Group, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | High Street Insurance Partners, LLC | Undisclosed insurance agency | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Inszone Insurance Services, Inc. | Yuma Insurance, Inc. | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Keystone Agency Investors LLC | Certain assets | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Keystone Agency Investors LLC | Certain assets | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Keystone Agency Investors LLC | Undisclosed insurance agency | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
09/01/21 | 2021 | McGowan Companies | MiddleOak/Dauntless Specialty Brokerage | CT | Independent Agency/Broker | MGA | P&C | |
09/01/21 | 2021 | Oakbridge Insurance Agency LLC | Snider Killingsworth Insurance & Risk Management | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Patriot Growth Insurance Services, LLC | Benefit Plans, Inc. | NE | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Elevate Risk Solutions, LLC | OK | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Gary Lee Fischer and Associates, LLC | UT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Goods Insurance Agency, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | InLight Risk Management, LLC | OK | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Keith R. Cordon Insurance Consulting and Marketing Inc. | UT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | MBISI Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | North Shore Risk Management LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | Risk Strategies Company, LLC | Equity Partners Insurance Services, Inc. | LA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
09/01/21 | 2021 | Summit Risk Advisors, LLC | Mappus Insurance Agency, Inc. | SC | Independent Agency/Broker | Retail | P&C | |
09/01/21 | 2021 | Sunstar Insurance Group, LLC | Gr Fiss Co. | KS | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/01/21 | 2021 | World Insurance Associates, LLC | Offshore Risk Management | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
09/01/21 | 2021 | World Insurance Associates, LLC | Robert Wilkens Insurance Agency, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | World Insurance Associates, LLC | The Premium Group, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/21 | 2021 | World Insurance Associates, LLC | United American Insurance Center Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/31/21 | 2021 | Integrity Marketing Group LLC | Family First Life Capital | CO | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
08/25/21 | 2021 | Alera Group, Inc. | Payroll Benefits Group, Inc. | CO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
08/25/21 | 2021 | Align Financial Group, Inc. | NationsBuilders Insurance Services, Inc. | GA | Independent Agency/Broker | MGA | P&C | |
08/24/21 | 2021 | Integrity Marketing Group LLC | One Resource Group Corporation | IN | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
08/23/21 | 2021 | Alera Group, Inc. | Related Risk | NJ | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
08/23/21 | 2021 | Alliant Insurance Services | ASURA Risk and Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
08/19/21 | 2021 | King Insurance Agency, Inc. | Robert Blakeley Insurance, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
08/19/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Howard R. Peterman Company | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/19/21 | 2021 | Venbrook Group, LLC | RD Parisi Associates, Inc. | NJ | Independent Agency/Broker | Retail | EB & Consulting | |
08/18/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Dukes-Moore Insurance Agency Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/17/21 | 2021 | AssuredPartners, Inc. | Baldwin Welsh & Parker Insurance | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/17/21 | 2021 | Integrity Marketing Group LLC | Berwick Insurance Group, L.L.C. | AZ | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
08/17/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Rice Insurance, LLC | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/16/21 | 2021 | Hub International Limited | Assets of Dissinger Reed, LLC | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/16/21 | 2021 | Risk Strategies Company, LLC | Danna-Gracey Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/13/21 | 2021 | Alera Group, Inc. | Risk Consulting Partners LLC | MO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/13/21 | 2021 | Brown & Brown, Inc. | Sudler Insurance Services Inc. | FL | Public Broker | Retail | EB & Consulting | |
08/12/21 | 2021 | Dual Group | Align Financial Holdings | CA | Independent Agency/Broker | MGA | P&C | |
08/12/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Rock 10 Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/11/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Levi & Associates Insurance, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/11/21 | 2021 | Starkweather & Shepley Insurance Brokerage, Inc. | Paolino Insurance Agency, Inc. | RI | Independent Agency/Broker | Retail | Multi Line | |
08/10/21 | 2021 | Integrity Marketing Group LLC | Star Benefit Associates Inc. | IN | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
08/10/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Blue Ridge National, LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/05/21 | 2021 | Corvus Insurance | Wingman Insurance | MA | Insurance Company | MGA | P&C | |
08/05/21 | 2021 | Hub International Limited | Assets of Hiles-Mcleod Insurance, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/05/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Insurance by Castle | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/04/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Maverick Insurance Group, LLC | KY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/03/21 | 2021 | Alliant Insurance Services | Benefit Concepts, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
08/03/21 | 2021 | Inszone Insurance Services, Inc. | IB&C Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/03/21 | 2021 | Integrity Marketing Group LLC | GarityAdvantage Insurance Marketing Agencies, Inc | MA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
08/03/21 | 2021 | Waterfall Asset Management, LLC | Newcleus, LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
08/02/21 | 2021 | AmWINS Group | National Truck Underwriting Managers, Inc. | MN | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
08/02/21 | 2021 | Community Bank System, Inc. | Assets of Thomas Gregory Associates Insurance Agency, Inc. | MA | Bank or Thrift | Retail | P&C | |
08/02/21 | 2021 | Financial Institutions, Inc. | North Woods Capital Benefits LLC | NY | Bank or Thrift | Retail | EB & Consulting | |
08/01/21 | 2021 | Alera Group, Inc. | Book of Business | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/01/21 | 2021 | BroadStreet Partners, Inc. | Book of Business | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | SC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/01/21 | 2021 | BroadStreet Partners, Inc. | certain insurance assets | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | CO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/01/21 | 2021 | Heffernan Insurance Brokers | Walton & Associates Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/01/21 | 2021 | IMA Financial Group, Inc. | Diversified Insurance Group | UT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/01/21 | 2021 | McGowan Companies | Arbanas & Associates Insurance Agency, Inc. | MI | Independent Agency/Broker | MGA | P&C | |
08/01/21 | 2021 | World Insurance Associates, LLC | Bozzuto Associates Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
08/01/21 | 2021 | World Insurance Associates, LLC | Governor Insurance Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/01/21 | 2021 | World Insurance Associates, LLC | McFarlin Insurance Agency, LLP | MD | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/01/21 | 2021 | World Insurance Associates, LLC | Rocco Rose Insurance Agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/01/21 | 2021 | World Insurance Associates, LLC | Torell Aviation Insurance Agency, Inc. | FL | Independent Agency/Broker- Private Capital Backed | MGA | P&C |