Industry Transactions

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2024 Acquisition Details (YTD as of April 30, 2024)

Who’s Buying
Insurance Brokerage475
Insurance Carrier and Other11
Banks and Thrifts4
What’s Being Bought
Full Service101
P&C292
Employee Benefits97
Retail vs. Specialty
Retail408
Specialty82

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 DateDeal YearBuyerSellerSeller LocationBuyer TypeSeller TypeSeller Line of BusinessPress Release
07/30/212021Alera Group, Inc.Sitzmann Morris & Boyle Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
07/30/212021Arthur J. Gallagher & Co.R.J. Riordan & Co.ILPublic BrokerRetailP&C
07/30/212021Baldwin Risk Partnerssubstantially all of the assets of EBSME, LLCMDPublic BrokerRetailEB & Consulting
07/29/212021Krause Brokerage Services, LLCLong-Term Care SolutionsFLIndependent Agency/Broker- Private Capital BackedWholesaleP&C
07/28/212021Alera Group, Inc.Fringe Benefit AnalystsUTIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
07/28/212021Hilb Group LLCMillBrook Benefits and Insurance Services, LLCMAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
07/28/212021Peter C. Foy & Associates Insurance Services, LLCGordon InsuranceCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/26/212021Peter C. Foy & Associates Insurance Services, LLCInsubuy LLCTXIndependent Agency/Broker- Private Capital BackedRetailP&C
07/23/212021Alera Group, Inc.Keller Insurance Agency, Inc.OKIndependent Agency/Broker- Private Capital BackedRetailP&C
07/23/212021Baldwin Risk PartnersSubstantially all of the assets of TCG Financial Holding Company, LLCMDPublic BrokerRetailEB & Consulting
07/22/212021Integrity Marketing Group LLCSenior Security BenefitsTXIndependent Agency/Broker- Private Capital BackedWholesaleP&C
07/21/212021Alera Group, Inc.New England Employee Benefits Company (NEEBCo)NHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
07/21/212021Baldwin Risk PartnersFounderShield LLCNYPublic BrokerMGAP&C
07/21/212021Relation Insurance, Inc.Assets of the SIG Insurance Agencies Inc.CTIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/20/212021Colony Bankcorp, Inc.Barnes AgencyGARetailP&C
07/16/212021Hub International LimitedRisk Point Consulting, Inc.GAIndependent Agency/Broker- Private Capital BackedRetailP&C
07/15/212021Alera Group, Inc.AGM Benefit SolutionsLAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
07/15/212021Ares Holdings, Ltd.Global Bankers Insurance Group, LLCNCOther BuyerRetailP&C
07/15/212021Digital Insurance, Inc.Employee benefits divisionIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
07/15/212021Newfront Insurance Services, LLCABD Insurance and Financial Services, Inc.CAIndependent Agency/BrokerRetailEB & Consulting
07/14/212021Relation Insurance, Inc.Assets of SouthEast Agency LLCCTIndependent Agency/Broker- Private Capital BackedRetailP&C
07/13/212021Integrity Marketing Group LLCOB1 Insurance Inc.NYIndependent Agency/Broker- Private Capital BackedWholesaleP&C
07/12/212021Digital Insurance, Inc.First Choice Benefits, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
07/09/212021AssuredPartners, Inc.Ballator Insurance Group, Inc.FLIndependent Agency/Broker- Private Capital BackedMGAP&C
07/09/212021Hub International LimitedWebb Group LLCVAIndependent Agency/Broker- Private Capital BackedRetailP&C
07/09/212021Keystone Agency Investors LLCCertain assetsPAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/08/212021High Street Insurance Partners, LLCFirst Security Company, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailP&C
07/08/212021Hub International LimitedAssets of First Florida Insurance LLCFLIndependent Agency/Broker- Private Capital BackedRetailP&C
07/08/212021Inszone Insurance Services, Inc.Strachota Insurance Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/08/212021Integrity Marketing Group LLCThe Leazer GroupNCIndependent Agency/Broker- Private Capital BackedWholesaleP&C
07/07/212021Relation Insurance, Inc.Assets of Hasty Insurance Agency, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailP&C
07/06/212021Hub International LimitedWard Insurance Agency, Inc.ORIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/02/212021AssuredPartners, Inc.Southwest Insurance Brokers, LLCAZIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/02/212021BroadStreet Partners, Inc.Undisclosed insurance agencyKSIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/02/212021Keystone Agency Investors LLCArachas Group, LLCILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/02/212021Keystone Agency Investors LLCCertain assetsMIIndependent Agency/Broker- Private Capital BackedRetailP&C
07/01/212021ABRY PartnersSocius Insurance ServicesCAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
07/01/212021BroadStreet Partners, Inc.Book of BusinessMNIndependent Agency/Broker- Private Capital BackedRetailP&C
07/01/212021BroadStreet Partners, Inc.Book of BusinessILIndependent Agency/Broker- Private Capital BackedRetailP&C
07/01/212021Crest Insurance Group, LLCSpringberg McAndrew Financial Services, Inc.AZIndependent Agency/BrokerRetailEB & Consulting
07/01/212021Hilb Group LLCBGH & Associates, LLCVAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/01/212021Hilb Group LLCHealth Quote of R.I. Inc.RIIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
07/01/212021Hilb Group LLCKeith Ghaphery Insurance and Associates, IncVAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/01/212021Hilb Group LLCMayo Insurance Agency, Inc. / Williamsburg Insurance Agency, LLCVAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/01/212021Hilb Group LLCRonnie Shriner Insurance Agency, Inc.VAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/01/212021Hilb Group LLCRyan Harris Insurance & Financial Services, Inc.VAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/01/212021Hilb Group LLCThe Harvey Insurance Agency, Inc.VAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/01/212021Keystone Agency Investors LLCCertain insurance assetsTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/01/212021Relation Insurance, Inc.Assets of Gary Blaustein Associates, LLCCTIndependent Agency/Broker- Private Capital BackedRetailP&C
07/01/212021Relation Insurance, Inc.Assets of Hooper, Spuhler & Sturgeon Insurance ServicesCAIndependent Agency/Broker- Private Capital BackedRetailP&C
07/01/212021Susquehanna InsuranceAffinity Insurance Associates Inc.PAIndependent Agency/BrokerRetailP&C
07/01/212021The Amynta GroupScion Underwriting Services, Inc.TXIndependent Agency/Broker- Private Capital BackedMGAP&C
07/01/212021Venture Holdings, Inc.Sycamore Insurance Agency, Inc.MIOther BuyerMGAP&C
07/01/212021World Insurance Associates, LLCCrossland Insurance AgencyLAIndependent Agency/Broker- Private Capital BackedRetailP&C
07/01/212021World Insurance Associates, LLCMccue insurance, inc.NJIndependent Agency/Broker- Private Capital BackedRetailMulti Line
07/01/212021World Insurance Associates, LLCMendel Kaliff CompanyTXIndependent Agency/Broker- Private Capital BackedMGAP&C
06/30/212021Arthur J. Gallagher & Co.Stellar Benefits Group, LLCOHPublic BrokerRetailEB & Consulting
06/30/212021AssuredPartners, Inc.Sterling Insurance GroupMIIndependent Agency/Broker- Private Capital BackedRetailMulti Line
06/30/212021Bankers Insurance, LLCFirst Bank Insurance Services, Inc.NCIndependent Agency/BrokerRetailMulti Line
06/30/212021Peter C. Foy & Associates Insurance Services, LLCElliot Katzovitz Insurance Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/30/212021Private InvestorThe Jordan Insurance Group, LLCMDOther BuyerRetailEB & Consulting
06/30/212021Relation Insurance, Inc.Walker & Associates Services, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailP&C
06/29/212021AmeriLife Group, L.L.C.Maximum Senior Benefits LLCUTIndependent Agency/Broker- Private Capital BackedWholesaleP&C
06/29/212021Integrity Marketing Group LLCCarolina Senior Marketing, LLCNCIndependent Agency/Broker- Private Capital BackedWholesaleP&C
06/23/212021Acrisure, LLCDurkin Agency, IncNJIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/23/212021AssuredPartners, Inc.Goodman Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/23/212021NFP Corp.Emphasis BenefitsFLIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/22/212021Integrity Marketing Group LLCMontalto United Insurance Agency, LLCFLIndependent Agency/Broker- Private Capital BackedWholesaleP&C
06/19/212021IMA Financial Group, Inc.CLIC Management NV LLCCAIndependent Agency/Broker- Private Capital BackedMGAP&C
06/14/212021Baldwin Risk PartnersRogers & Gray Insurance Agency Inc.MAPublic BrokerRetailEB & Consulting
06/11/212021AssuredPartners, Inc.B+H Insurance, LLCDEIndependent Agency/Broker- Private Capital BackedRetailMulti Line
06/10/212021A.N. Ansay & Associates, Inc.Schultz & Schultz Insurance Agency, IncWIIndependent Agency/BrokerRetailMulti Line
06/09/212021AmWINS GroupM.T.Donahoe & AssociatesMDIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
06/09/212021IMA Financial Group, Inc.Professional Lines Underwriting Specialists Inc.TXIndependent Agency/Broker- Private Capital BackedWholesaleP&C
06/09/212021PEAK6 LLCTeam Focus Insurance Group, LLCFLIndependent Agency/Broker- Private Capital BackedMGAP&C
06/08/212021Accelerant Holdings Ltd.Agribusiness Risk UnderwritersNCInsurance CompanyMGAP&C
06/08/212021Digital Insurance, Inc.Compass Benefit Advisors LLCIDIndependent Agency/BrokerRetailEB & Consulting
06/08/212021Integrity Marketing Group LLCASPECT Management, LLCSCIndependent Agency/Broker- Private Capital BackedWholesaleP&C
06/03/212021Patriot Growth Insurance Services, LLCAlliance & AssociatesFLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
06/02/212021Digital Insurance, Inc.Ashley Group, L.L.C.OHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/02/212021Integrity Marketing Group LLCUnified Health Inc.UTIndependent Agency/Broker- Private Capital BackedWholesaleP&C
06/01/212021Acrisure, LLCUndisclosed Insurance AgencyFLIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021Acrisure, LLCUndisclosed Insurance AgencyILIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021Acrisure, LLCUndisclosed Insurance AgencyKYIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021Acrisure, LLCUndisclosed Insurance AgencyMAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021BroadStreet Partners, Inc.Certain insurance assetsGAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021BroadStreet Partners, Inc.Certain insurance assetsOHIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021Crest Insurance Group, LLCSJS Insurance, LLCAZIndependent Agency/BrokerRetailP&C
06/01/212021Heffernan Insurance BrokersValley General Insurance ServicesCAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021Heffernan Insurance BrokersYoder Insurance Agency, LtdNVIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021High Street Insurance Partners, LLCGingrich Insurance Group LLCPAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021High Street Insurance Partners, LLCTaylor Hill Insurance Service Inc.MOIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021High Street Insurance Partners, LLCUndisclosed Insurance AgencyIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021High Street Insurance Partners, LLCWilliams & Stazzone Insurance Agency, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021Inszone Insurance Services, Inc.Valley Regional Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
06/01/212021Peter C. Foy & Associates Insurance Services, LLCEmpire Company Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
06/01/212021Peter C. Foy & Associates Insurance Services, LLCHeritage Premium Finance CompanyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021Peter C. Foy & Associates Insurance Services, LLCRiver Valley Insurance Agency Inc.MIIndependent Agency/Broker- Private Capital BackedRetailMulti Line
06/01/212021World Insurance Associates, LLCAmple Insurance, LLCFLIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/212021World Insurance Associates, LLCFamily Tree Insurance Solutions, Inc.KSIndependent Agency/Broker- Private Capital BackedRetailP&C
05/28/212021Arthur J. Gallagher & Co.LDJ American Online Benefits Group, LLCTXPublic BrokerWholesaleEB & Consulting
05/27/212021The Ardonagh GroupBGC Partners, Inc.NYIndependent Agency/Broker- Private Capital BackedWholesaleP&C
05/26/212021Digital Insurance, Inc.Impact Benefits & RetirementORIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/26/212021Digital Insurance, Inc.Strategic Employee Benefit Services of Oregon LLCORIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/25/212021Integrity Marketing Group LLCPremier Strategies IncFLIndependent Agency/Broker- Private Capital BackedWholesaleP&C
05/24/212021AssuredPartners, Inc.Anchor Pardue Insurance, Inc.ALIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/24/212021Truist Financial CorporationConstellation Affiliated PartnersNYBank or ThriftMGAP&C
05/21/212021AssuredPartners, Inc.Bond Benefits Consulting LLCNYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/21/212021Warren Weiss Insurance Agency, Inc.Virginia D. Reiss Agency, Inc.PAIndependent Agency/BrokerRetailP&C
05/20/212021Element Risk ManagementSmith's Insurance Agency Inc.PAIndependent Agency/BrokerRetailP&C
05/20/212021High Street Insurance Partners, LLCThe Elite GroupPAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/19/212021Alera Group, Inc.Direct Benefits Inc.MNIndependent Agency/Broker- Private Capital BackedMGAEB & Consulting
05/19/212021Arthur J. Gallagher & Co.Garner & Glover CompanyGAPublic BrokerRetailMulti Line
05/19/212021High Street Insurance Partners, LLCSimmons Insurance GroupORIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/18/212021Integrity Marketing Group LLCAnthony Insurance AgencyFLIndependent Agency/Broker- Private Capital BackedWholesaleP&C
05/18/212021Newfront Insurance Services, LLCAviation Marine Insurance Services, Inc.CAIndependent Agency/BrokerRetailP&C
05/17/212021Brown & Brown, Inc.Piper Jordan, LLCCAPublic BrokerRetailEB & Consulting
05/17/212021G2 Insurance Services, LLCSchroeder Group, Inc.OHIndependent Agency/BrokerRetailP&C
05/17/212021InterWest Insurance Services, LLCAegis Insurance MarketsCAIndependent Agency/BrokerRetailMulti Line
05/13/212021Alera Group, Inc.Bell Insurance, Inc.PAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/12/212021Higginbotham & Associates, Inc.Haik Insurance Holdings LLCLAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/12/212021Peter C. Foy & Associates Insurance Services, LLCTrade Risk Guaranty Brokerage Services LLCMTIndependent Agency/Broker- Private Capital BackedRetailP&C
05/11/212021Inszone Insurance Services, Inc.Williams Insurance Service, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/11/212021Integrity Marketing Group LLCCornerstone Financial Group, Inc.NCIndependent Agency/Broker- Private Capital BackedWholesaleP&C
05/11/212021Peter C. Foy & Associates Insurance Services, LLCThe Trident AgencyCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/10/212021A.N. Ansay & Associates, Inc.Insurance Specialists, LLCWIIndependent Agency/BrokerRetailP&C
05/10/212021Hub International LimitedIon Insurance CorporatonCTIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/10/212021Kaplansky Insurance Agency, Inc.John P. Riley InsuranceMAIndependent Agency/BrokerRetailP&C
05/10/212021Liberty Company Insurance BrokersGray-Stone & CompanyCAIndependent Agency/BrokerWholesaleP&C
05/10/212021Tango SpecialtyV3 Insurance Partners LLCPAIndependent Agency/Broker- Private Capital BackedMGAP&C
05/07/212021AssuredPartners, Inc.Texas Associates Insurors Agency, L.P.TXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/05/212021AssuredPartners, Inc.Lehrer & Madden Insurance Agency IncorporatedMAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/05/212021Hub International LimitedConover Insurance Services, LLCWAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/04/212021Hub International LimitedCooper & AllisonILIndependent Agency/Broker- Private Capital BackedRetailP&C
05/04/212021Integrity Marketing Group LLCRoberts Alliance LLCTXIndependent Agency/Broker- Private Capital BackedWholesaleP&C
05/03/212021AmWINS GroupEquisure, Inc.COIndependent Agency/Broker- Private Capital BackedMGAP&C
05/03/212021First Mid Bancshares, Inc.Truck Insurance Specialists, Inc./Hometown Insurance, Inc.ILBank or ThriftRetailP&C
05/03/212021Keystone Agency Investors LLCYurconic AgencyPAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/03/212021TrueNorth Companies LLCRamsey-Weeks, Inc.IAIndependent Agency/BrokerRetailP&C
05/01/212021Acrisure, LLCUndisclosed Insurance AgencyVAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/212021Acrisure, LLCUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/212021Acrisure, LLCUndisclosed Insurance AgencyKSIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/212021Acrisure, LLCUndisclosed Insurance AgencyNYIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/212021Acrisure, LLCUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/212021BroadStreet Partners, Inc.Certain insurance assetsCAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/212021BroadStreet Partners, Inc.Certain insurance assetsIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/212021BroadStreet Partners, Inc.Certain insurance assetsGAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/212021Eastern Bankshares, Inc.Assets of Barr Insurance Agency, Inc.MABank or ThriftRetailP&C
05/01/212021Heffernan Insurance BrokersQuieTrack Insurance Services CorporationCAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/212021Hilb Group LLCBenefit Foundations, LLCNJIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/01/212021Peter C. Foy & Associates Insurance Services, LLCKPS Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/212021Peter C. Foy & Associates Insurance Services, LLCMontgomery & Graham Inc.ORIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/212021Peter C. Foy & Associates Insurance Services, LLCNorthgate Benefits and Insurance Services LLCCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/01/212021Peter C. Foy & Associates Insurance Services, LLCPacific Heritage Insurance Services LLCCAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/212021Reliance Global Group, Inc.J.P. Kush and Associates, Inc.MIOther BuyerRetailEB & Consulting
05/01/212021USI Holdings CorporationMay Insurance Services IncOHIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
05/01/212021World Insurance Associates, LLCEmpire Underwriters LLCFLIndependent Agency/Broker- Private Capital BackedMGAP&C
04/30/212021Crest Insurance Group, LLCMichaels and Associates, Inc.AZIndependent Agency/BrokerRetailEB & Consulting
04/30/212021NFP Corp.First Person, Inc.INIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/30/212021Peter C. Foy & Associates Insurance Services, LLCHale & Associates, Inc.AKIndependent Agency/Broker- Private Capital BackedRetailP&C
04/28/212021Alera Group, Inc.Duryea AgencyNJIndependent Agency/Broker- Private Capital BackedRetailP&C
04/28/212021IMA Financial Group, Inc.Bolton & Company Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/28/212021Peter C. Foy & Associates Insurance Services, LLCW.B. Adams CompanyORIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/27/212021Baldwin Risk PartnersSubstantially all of the assets of Seniors' Insurance Services Inc.WAPublic BrokerRetailP&C
04/27/212021Integrity Marketing Group LLCPlan Advisors LLCFLIndependent Agency/Broker- Private Capital BackedWholesaleP&C
04/23/212021Relation Insurance, Inc.Santo Insurance & Financial Services, Inc.NHIndependent Agency/Broker- Private Capital BackedRetailP&C
04/22/212021Relation Insurance, Inc.Clark Farley Insurance AgencySCIndependent Agency/Broker- Private Capital BackedRetailP&C
04/20/212021Alera Group, Inc.Adamson & McGoldrick Insurance SolutionsCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/20/212021AssuredPartners, Inc.Biglow & Company IncILIndependent Agency/Broker- Private Capital BackedRetailP&C
04/16/212021ABRY PartnersHigh Street Insurance Partners, Inc.MIOther BuyerRetailMulti Line
04/15/212021Milz Health GroupGunderson & Associates, LLCWIIndependent Agency/BrokerRetailP&C
04/14/212021Brown & Brown, Inc.substantially all of the assets of Leon SilverNJPublic BrokerWholesaleP&C
04/13/212021Integrity Marketing Group LLCPolcyn Insurance & Financial Services, LLCAZIndependent Agency/Broker- Private Capital BackedWholesaleP&C
04/13/212021Kaplansky Insurance Agency, Inc.Russ Towers Insurance Agency, Inc.RIIndependent Agency/BrokerRetailP&C
04/12/212021High Street Insurance Partners, LLCHartzell Insurance Associates, Inc.PAIndependent Agency/Broker- Private Capital BackedRetailP&C
04/12/212021High Street Insurance Partners, LLCNY Auto Brokerage Group, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailP&C
04/07/212021Hub International LimitedAssets of Wyoming Financial Insurance Inc.WYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/07/212021MS AmlinInternational Transportation Marine Office, LLCAZIndependent Agency/BrokerMGAP&C
04/07/212021Security Service Federal Credit UnionPace Insurance Managers, Inc.LABank or ThriftRetailP&C
04/06/212021Integrity Marketing Group LLCKellogg Insurance Marketing, Inc.UTIndependent Agency/Broker- Private Capital BackedWholesaleP&C
04/06/212021Investor GroupAccuRisk Solutions LLCILOther BuyerMGAP&C
04/05/212021Hub International LimitedKC Insurance Group LLPKSIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/212021Acrisure, LLCUndisclosed Insurance AgencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/212021Acrisure, LLCUndisclosed Insurance AgencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/212021Alera Group, Inc.Boston Benefit Partners, LLCMAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/01/212021Alera Group, Inc.Lamb Benefits DivisionPAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/01/212021BroadStreet Partners, Inc.Certain insurance assetsSCIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/212021BroadStreet Partners, Inc.Certain insurance assetsMIIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/212021Eastern Bankshares, Inc.Assets of NorthBridge Insurance Agency, Inc.MABank or ThriftRetailMulti Line
04/01/212021EPIC (Edgewood Partners Insurance Center)Pegasus Captive Management LLCUTIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/212021High Street Insurance Partners, LLCPerry & Carroll, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/01/212021Hilb Group LLCClarus Benefits Group LLCTXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/01/212021Hilb Group LLCMccartha Cobb & Associates, Inc.SCIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/212021IMA Financial Group, Inc.Jacobs & Associates, Inc.OHIndependent Agency/BrokerMGAP&C
04/01/212021INSURICA Insurance Management NetworkOklahoma Business Insurors Agency, LLCOKIndependent Agency/BrokerRetailMulti Line
04/01/212021J. Morey Company, Inc.Aihara & Associates Insurance Services, Inc.CAIndependent Agency/BrokerRetailP&C
04/01/212021J.M. Wilson CorporationTranscom General Agency, Inc.WIIndependent Agency/BrokerMGAP&C
04/01/212021Marsh & McLennan Companies, Inc.PayneWest Insurance, Inc.MTPublic BrokerRetailMulti Line
04/01/212021Marsh & McLennan Companies, Inc.Pryor Group, LLCTXPublic BrokerRetailEB & Consulting
04/01/212021Tangram Insurance Services, Inc.Personal Care and Assisted Living Insurance Center, LLCILIndependent Agency/BrokerMGAP&C