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
04/01/212021USI Holdings CorporationBert CompanyPAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/01/212021World Insurance Associates, LLCDacey Insurance Agency Inc.RIIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/212021World Insurance Associates, LLCJohn Roberts Insurance Agency LLCSCIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/212021World Insurance Associates, LLCLawrence & Brownlee AgencySCIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/212021World Insurance Associates, LLCVIA Insurance AgencyLane Financial Services LLCVAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/30/212021High Street Insurance Partners, LLCWall Street Insurance, Inc.COIndependent Agency/Broker- Private Capital BackedRetailP&C
03/30/212021Integrity Marketing Group LLCModern Insurance Marketing, Inc.ORIndependent Agency/Broker- Private Capital BackedWholesaleP&C
03/30/212021Risk Strategies Company, LLCSpecialty Insurance Solutions, Inc.KSIndependent Agency/Broker- Private Capital BackedMGAP&C
03/26/212021Element Risk ManagementHenderson Insurance Agency, Inc.PAIndependent Agency/BrokerRetailP&C
03/26/212021Element Risk ManagementOur Legacy Insurance Agency LLCVAIndependent Agency/BrokerRetailP&C
03/25/212021Sterling Seacrest Partners, Inc.Pritchard & Jerden, IncorporatedGAIndependent Agency/BrokerRetailMulti Line
03/24/212021Digital Insurance, Inc.Your Benefits Partner, LLCVAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/23/212021Arthur J. Gallagher & Co.R&R Benefits/Risk Management, LLCINPublic BrokerRetailEB & Consulting
03/23/212021Digital Insurance, Inc.Mike Sessor Insurance AgencyOHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/23/212021Integrity Marketing Group LLCBrokers International, Ltd.IAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
03/19/212021Thompson Insurance GroupStateline Insurance & Financial Services, Inc.RIIndependent Agency/BrokerRetailP&C
03/18/212021Alera Group, Inc.Specialized Insurance Services Agency, Inc.MIIndependent Agency/Broker- Private Capital BackedRetailP&C
03/18/212021Peninsula General Insurance AgencyCoffer Insurance Services, Inc.CAIndependent Agency/BrokerRetailP&C
03/17/212021Relation Insurance, Inc.Parks Insurance & Financial, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailP&C
03/16/212021AmeriLife Group, L.L.C.James Scott HarperTXIndependent Agency/Broker- Private Capital BackedWholesaleP&C
03/16/212021Integrity Marketing Group LLCMERIT Insurance Services, Inc.CTIndependent Agency/Broker- Private Capital BackedWholesaleP&C
03/16/212021Relation Insurance, Inc.Assets of Adams Insurance Agency, Inc.MDIndependent Agency/Broker- Private Capital BackedRetailP&C
03/15/212021Kelly Miller Insurance Associates, Inc.Amerisave Insurance Services, Inc.CAIndependent Agency/BrokerRetailP&C
03/14/212021AssuredPartners, Inc.Rice Insurance Services Company, LLCKYIndependent Agency/Broker- Private Capital BackedRetailP&C
03/11/212021Alera Group, Inc.Behling Insurance Agency Inc.UTIndependent Agency/Broker- Private Capital BackedRetailP&C
03/11/212021AssuredPartners, Inc.Fiorella Insurance Agency Inc.FLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/11/212021Peter C. Foy & Associates Insurance Services, LLCDixon Insurance, Inc.NDIndependent Agency/Broker- Private Capital BackedRetailP&C
03/10/212021Crest Insurance Group, LLCS.G.B Ltd.AZIndependent Agency/BrokerRetailEB & Consulting
03/10/212021Liebler Agency IncAtkins Insurance Group, Inc.MIIndependent Agency/BrokerRetailP&C
03/10/212021Relation Insurance, Inc.Assets of Mckinney Group IncARIndependent Agency/Broker- Private Capital BackedRetailP&C
03/09/212021Hub International LimitedThe Juban Insurance Group, LLCLAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/09/212021Integrity Marketing Group LLCCopeland Group USA, Inc.TXIndependent Agency/Broker- Private Capital BackedWholesaleP&C
03/09/212021ManhattanLife Assurance Company of AmericaWestern Skies MGU LLCNVInsurance CompanyMGAP&C
03/09/212021Relation Insurance, Inc.InSource InsuranceTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/09/212021Relation Insurance, Inc.Shepard Insurance AgencyTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/09/212021Risk Strategies Company, LLCCannasure Insurance Services, LLCOHIndependent Agency/Broker- Private Capital BackedMGAP&C
03/08/212021Hub International LimitedDavis Trachtenberg, Inc.PAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/05/212021Hub International LimitedAssets of Incentive Systems Inc.PAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/04/212021AmWINS GroupWorldwide Facilities, LLCCAIndependent Agency/Broker- Private Capital BackedWholesaleMulti Line
03/04/212021Hub International LimitedBenefit Strategies Agency, LLCOHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/03/212021Hub International LimitedFinn & Stone, Inc.VTIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/03/212021KKR & Co., Inc.Integrated Specialty CoveragesNYOther BuyerMGAP&C
03/02/212021Digital Insurance, Inc.Spiralight Group, Inc.OHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/02/212021Hub International LimitedWellspring Insurance Agency, Inc.TXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/02/212021Integrity Marketing Group LLCAccess Capital Group, LLCNEIndependent Agency/Broker- Private Capital BackedWholesaleP&C
03/01/212021BroadStreet Partners, Inc.Book of businessMNIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/212021BroadStreet Partners, Inc.Book of businessMNIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/212021BroadStreet Partners, Inc.Book of BusinessINIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/212021BroadStreet Partners, Inc.Book of BusinessMNIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/212021BroadStreet Partners, Inc.Book of BusinessMNIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/212021BroadStreet Partners, Inc.Book of BusinessMNIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/212021BroadStreet Partners, Inc.Certain insurance assetsSCIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/212021BroadStreet Partners, Inc.Certain insurance assetsWVIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/212021BroadStreet Partners, Inc.Certain insurance assetsWIIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/212021BroadStreet Partners, Inc.Certain insurance assetsMNIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/212021First Mid Bancshares, Inc.Just4You Insurance Brokers LLCILBank or ThriftRetailMulti Line
03/01/212021First Mid Bancshares, Inc.Wheeler Insurance AgencyILBank or ThriftRetailP&C
03/01/212021High Street Insurance Partners, LLCElliott-Hartman Agency, Inc.IAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/212021Hilb Group LLCCompass PlannersRIIndependent Agency/Broker- Private Capital BackedWholesaleP&C
03/01/212021Hilb Group LLCSTAR Insurance AgencyINIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/01/212021Keystone Agency Investors LLCCertain AssetsIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/212021Truist Financial CorporationGriffin General AgencyTXBank or ThriftMGAP&C
02/28/212021Acrisure, LLCUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
02/28/212021Acrisure, LLCUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
02/28/212021Peter C. Foy & Associates Insurance Services, LLCChivaroli & Associates Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/28/212021Peter C. Foy & Associates Insurance Services, LLCPatterson Consulting Services, LLC DBA PCS BenefitsLAIndependent Agency/Broker- Private Capital BackedRetailP&C
02/28/212021Peter C. Foy & Associates Insurance Services, LLCShipsey Insurance Group LLCAZIndependent Agency/Broker- Private Capital BackedRetailP&C
02/25/212021Keystone Agency Investors LLCUndisclosed assetsMOIndependent Agency/Broker- Private Capital BackedRetailP&C
02/25/212021LTC Global Solutions, Inc.North Coast Brokerage Agency, Inc.OHIndependent Agency/BrokerWholesaleP&C
02/23/212021Integrity Marketing Group LLCJ.Berg And Associates, Inc.MOIndependent Agency/Broker- Private Capital BackedWholesaleP&C
02/23/212021Risk Strategies Company, LLCEdward E. Hall & Company, Inc.NYIndependent Agency/Broker- Private Capital BackedMGAP&C
02/18/212021Digital Insurance, Inc.Keever & Associates Inc.FLIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/18/212021High Street Insurance Partners, LLCBadge Agency, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/17/212021Alliant Insurance ServicesGroup Insurance Inc.LAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/17/212021Peter C. Foy & Associates Insurance Services, LLCEast Coast Insurance Group, LLCFLIndependent Agency/Broker- Private Capital BackedRetailP&C
02/17/212021Reliance Global Group, Inc.Borderless Coverage Consulting LLCOHOther BuyerRetailP&C
02/16/212021Integrity Marketing Group LLCCXP Insurance Services, LLCUTIndependent Agency/Broker- Private Capital BackedWholesaleP&C
02/16/212021USI Holdings CorporationInland Insurance Inc.WAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/15/212021Hilb Group LLCAndrews Benefits, LLCCTIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/11/212021Digital Insurance, Inc.Huntleigh McGehee, Inc.MOIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/09/212021Arthur J. Gallagher & Co.Air-Sur, Inc.FLPublic BrokerRetailP&C
02/09/212021CNO Financial GroupDirectPath LLCALOther BuyerWholesaleP&C
02/09/212021Integrity Marketing Group LLCAdvisors Insurance BrokersNYIndependent Agency/Broker- Private Capital BackedWholesaleP&C
02/09/212021Risk Strategies Company, LLCvan Wagenen Financial Services, Inc.MNIndependent Agency/Broker- Private Capital BackedMGAP&C
02/08/212021Arch Capital Group Ltd.Wilson Gregory Agency Inc.PAInsurance CompanyMGAP&C
02/08/212021NFP Corp.Colburn Risk Holdings, LLCMIIndependent Agency/Broker- Private Capital BackedRetailP&C
02/04/212021Digital Insurance, Inc.Owen & AssociatesFLIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/03/212021Peter C. Foy & Associates Insurance Services, LLCWestern States Insurance Agency Inc.UTIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/02/212021AssuredPartners, Inc.Egis Insurance & Risk AdvisorsFLIndependent Agency/Broker- Private Capital BackedRetailP&C
02/02/212021High Street Insurance Partners, LLCVested Risk Strategies, Inc.MIIndependent Agency/Broker- Private Capital BackedRetailP&C
02/02/212021Integrity Marketing Group LLCPriority Life Insurance Agency, LLCFLIndependent Agency/Broker- Private Capital BackedWholesaleP&C
02/02/212021Truist Financial CorporationFederal Employee Defense Services, Inc.DCBank or ThriftMGAP&C
02/01/212021Alacroty Solutions Group, LLCFourSeventy Claim, LLCTXIndependent Agency/BrokerMGAP&C
02/01/212021Blue Ridge Risk PartnersDyer Insurance Group LLCWVIndependent Agency/BrokerRetailMulti Line
02/01/212021Blue Ridge Risk PartnersJim Lively InsuranceWVIndependent Agency/BrokerRetailMulti Line
02/01/212021Blue Ridge Risk PartnersKeller Stonebraker InsuranceWVIndependent Agency/BrokerRetailMulti Line
02/01/212021Fiesta Insurance Franchise CorporationLa Familia Agency, LLCTXIndependent Agency/BrokerRetailP&C
02/01/212021Heffernan Insurance BrokersMicor Insurance Brokers Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
02/01/212021Kaplansky Insurance Agency, Inc.Staite Insurance AgencyMAIndependent Agency/BrokerRetailP&C
02/01/212021Keystone Agency Investors LLCcertain assetsTXIndependent Agency/Broker- Private Capital BackedRetailP&C
02/01/212021McGowan CompaniesWholesale DivisionNJIndependent Agency/BrokerWholesaleP&C
02/01/212021Simplicity Group Holdings, Inc.Advisors Financial Group, Inc.NCIndependent Agency/BrokerWholesaleP&C
02/01/212021World Insurance Associates, LLCC. Walter Searle Insurance Agency LLC.NJIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/01/212021World Insurance Associates, LLCCorporate Risk ServicesARIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/01/212021World Insurance Associates, LLCLCL Insurance LLCNCIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/31/212021Acrisure, LLCUndisclosed Insurance AgencyNYIndependent Agency/Broker- Private Capital BackedRetailP&C
01/31/212021BroadStreet Partners, Inc.Certain insurance assetsSDIndependent Agency/Broker- Private Capital BackedRetailP&C
01/31/212021Peter C. Foy & Associates Insurance Services, LLCMourer-Foster, Inc.MIIndependent Agency/Broker- Private Capital BackedRetailP&C
01/29/212021Higginbotham & Associates, Inc.First Louisiana InsuranceLAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/28/212021Higginbotham & Associates, Inc.Vaughan Insurance Group, LLCOKIndependent Agency/Broker- Private Capital BackedRetailP&C
01/26/212021Digital Insurance, Inc.Novem BenefitsNYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/26/212021Mountcastle InsuranceSB&T Insurance, Inc.NCIndependent Agency/BrokerRetailP&C
01/26/212021Purmort & Martin Insurance Agency, LLCJeff DeJongh and Associates, LLCFLIndependent Agency/BrokerRetailP&C
01/26/212021Ritter Insurance Marketing, LLCQuick Insured BrokerageOHIndependent Agency/BrokerWholesaleP&C
01/25/212021Dowd Agencies, LLCJ. Raymond Lussier Insurance Agency, Inc.MAIndependent Agency/BrokerRetailMulti Line
01/25/212021Ron Keats Insurance Agency, Inc.Marino Coverage Group, Inc.NYIndependent Agency/BrokerRetailMulti Line
01/22/212021Greylock Federal Credit UnionRoger Butler Insurance Agency, Inc.MABank or ThriftRetailP&C
01/21/212021AssuredPartners, Inc.Murray Insurance Associates, Inc.PAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/21/212021The Fedeli Group Inc.Kaz CompanyOHIndependent Agency/BrokerRetailP&C
01/20/212021Skyward Specialty Insurance Group Inc.Aegis Surety Bonds and Insurance Services, LLCPAInsurance CompanyMGAP&C
01/19/212021Arthur J. Gallagher & Co.Atlas General Holdings, LLCCAPublic BrokerMGAMulti Line
01/19/212021Hilb Group LLCOwen Moore Insurance Agency, LLCMIIndependent Agency/Broker- Private Capital BackedRetailP&C
01/19/212021Hub International LimitedAssets of Shields Insurance Agency, Inc.ALIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/19/212021Integrity Marketing Group LLCIFC National Marketing, Inc.MNIndependent Agency/Broker- Private Capital BackedWholesaleP&C
01/19/212021USI Holdings CorporationCB Insurance LLCCOIndependent Agency/Broker- Private Capital BackedMGAP&C
01/18/212021Hub International LimitedMPE Employee Benefit ServicesMIIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/14/212021Alliant Insurance ServicesOne Source Risk Management & Funding Inc.MEIndependent Agency/Broker- Private Capital BackedMGAP&C
01/14/212021Constellation Affiliated PartnersInsuretrust.com LLC IncGAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
01/14/212021Hub International LimitedCertain assets of Eagle American Insurance Agency, LLCCOIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/14/212021Integrated Specialty Coverages, LLCCalifornia Contractors Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedMGAP&C
01/14/212021Porch Group, Inc.Homeowners of America Holding CorporationTXOther BuyerMGAP&C
01/13/212021Confie Seguros Insurance ServicesRiteway InsuranceFLIndependent Agency/Broker- Private Capital BackedRetailP&C
01/13/212021Confie Seguros Insurance ServicesVela Insurance Agency IncCOIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/13/212021Hub International LimitedAlpha Pension GroupMAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/12/212021BenefitMallSavin Sale Associates Inc.OHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/12/212021Crest Insurance Group, LLCGates Insurance Inc.AZIndependent Agency/BrokerRetailP&C
01/12/212021Digital Insurance, Inc.Area Financial Services, Inc.WIIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/12/212021Hub International LimitedPreferred Benefits Services AgencyOHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/12/212021Inszone Insurance Services, Inc.Full Cycle Insurance ServicesAZIndependent Agency/Broker- Private Capital BackedRetailP&C
01/12/212021Risk Strategies Company, LLCCommercial Insurance Group, LLCCOIndependent Agency/Broker- Private Capital BackedMGAP&C
01/12/212021Winged Keel Group, LLCKnight Planning CorporationTXIndependent Agency/BrokerRetailP&C
01/11/212021Hub International LimitedChristiansen Insurance Group, LLCPRIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/11/212021USI Holdings CorporationWSIB Insurance Agency, LLCNCIndependent Agency/Broker- Private Capital BackedMGAP&C
01/08/212021Higginbotham & Associates, Inc.Six & Geving Insurance, Inc.COIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/08/212021Hub International LimitedCapax Management and Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/08/212021USI Holdings CorporationCreative Planning Benefits, LLCKSIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/07/212021Hub International LimitedGarnett Retirement Group Inc.FLIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/06/212021Global Risk Solutions, Inc.R Winkler & Co. LLCTXIndependent Agency/BrokerMGAP&C
01/06/212021High Street Insurance Partners, LLCDay, Deadrick & Marshall, Inc.MDIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/06/212021High Street Insurance Partners, LLCPremier Northwest InsuranceORIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/06/212021InterWest Insurance Services, LLCSierra Gold Insurance Services, Inc.CAIndependent Agency/BrokerRetailMulti Line
01/05/212021Alliant Insurance ServicesDelrisk, Inc.OHIndependent Agency/Broker- Private Capital BackedRetailP&C
01/05/212021Arthur J. Gallagher & Co.Ashton Tiffany LLCAZPublic BrokerMGAP&C
01/04/212021A.N. Ansay & Associates, Inc.DDR Insurance Service Inc.WIIndependent Agency/BrokerRetailMulti Line
01/04/212021Brown & Brown, Inc.Substantially all of the assets of Berry Insurance Group, Inc.OHPublic BrokerRetailP&C
01/04/212021Global Risk Solutions, Inc.Tailored Adjustment Services, IncTXIndependent Agency/BrokerMGAP&C
01/04/212021Higginbotham & Associates, Inc.Lipscomb & Pitts Insurance, LLCTNIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/01/212021ACBI InsuranceThe Dimatteo Limited PartnershipCTIndependent Agency/BrokerRetailMulti Line
01/01/212021Alera Group, Inc.Bondar Insurance Group, IncILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/01/212021BroadStreet Partners, Inc.Shank & Falvey InsuranceNYIndependent Agency/Broker- Private Capital BackedRetailP&C
01/01/212021CBM InsuranceInsurance & Financial Services Ltd. of DelawareDEIndependent Agency/BrokerRetailP&C
01/01/212021Ensurise LLCHoward Eales, Inc.DCIndependent Agency/BrokerRetailMulti Line
01/01/212021Hilb Group LLCInsurance & Financial Services Ltd. of DelawareDEIndependent Agency/Broker- Private Capital BackedRetailP&C
01/01/212021Hilb Group LLCSelect book of businessIndependent Agency/Broker- Private Capital BackedRetailP&C
01/01/212021Investor GroupNortheastern Underwriters, Ltd.CTOther BuyerMGAP&C
01/01/212021World Insurance Associates, LLC1st Patriot Insurance Services, LLCTXIndependent Agency/Broker- Private Capital BackedRetailP&C
01/01/212021World Insurance Associates, LLCSzerlip & Co IncNJIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/202020Acrisure, LLCInternational Specialty Insurance, Inc.NCIndependent Agency/BrokerMGAP&C
12/31/202020Alera Group, Inc.CSNW BenefitsORIndependent Agency/BrokerRetailEB & Consulting
12/31/202020Alera Group, Inc.Granite Group BenefitsNHIndependent Agency/BrokerRetailEB & Consulting
12/31/202020American Insurance, Inc.Central Insurance Agency, Inc.NDIndependent Agency/BrokerRetailP&C
12/31/202020AssuredPartners, Inc.Undisclosed Insurance AgencyFLIndependent Agency/BrokerRetailP&C
12/31/202020BroadStreet Partners, Inc.Book of businessGAIndependent Agency/BrokerRetailP&C
12/31/202020BroadStreet Partners, Inc.Book of BusinessMNIndependent Agency/BrokerRetailP&C
12/31/202020BroadStreet Partners, Inc.Book of BusinessGAIndependent Agency/BrokerRetailP&C
12/31/202020BroadStreet Partners, Inc.Certain insurance assetsCAIndependent Agency/BrokerRetailMulti Line
12/31/202020BroadStreet Partners, Inc.Certain insurance assetsCTIndependent Agency/BrokerRetailP&C
12/31/202020BroadStreet Partners, Inc.Certain insurance assetsINIndependent Agency/BrokerRetailP&C
12/31/202020BroadStreet Partners, Inc.Certain insurance assetsMNIndependent Agency/BrokerRetailP&C
12/31/202020BroadStreet Partners, Inc.Certain insurance assetsIAIndependent Agency/BrokerRetailEB & Consulting
12/31/202020CBIZ, Inc.Borden Perlman Insurance Agency, Inc.NJPublic BrokerWholesaleP&C
12/31/202020Digital Insurance, Inc.Certain assets of Amplifed Insurance PartnersMAIndependent Agency/BrokerRetailEB & Consulting
12/31/202020Foundation Risk Partners, Corp.Fifth Third Insurance Agency, Inc.OHIndependent Agency/BrokerRetailP&C
12/31/202020Foundation Risk Partners, Corp.Undisclosed Insurance AgencyCAIndependent Agency/BrokerRetailP&C
12/31/202020Foundation Risk Partners, Corp.Undisclosed Insurance AgencyCAIndependent Agency/BrokerRetailP&C
12/31/202020Foundation Risk Partners, Corp.W.F. Roemer Insurance Agency, Inc.FLIndependent Agency/BrokerRetailMulti Line
12/31/202020Heffernan Insurance BrokersPorter and Curtis, L.L.C.PAIndependent Agency/BrokerRetailP&C
12/31/202020Holman Enterprises, Inc.East Pasco Insurance LLCFLOther BuyerRetailMulti Line
12/31/202020Hub International LimitedCommercial Insurance Brokers, Inc.TXIndependent Agency/BrokerRetailMulti Line
12/31/202020Insurance Office of AmericaEnterprise Risk Strategies LLCCOIndependent Agency/BrokerRetailEB & Consulting
12/31/202020Konen Insurance AgencyAssets of Lakeview Insurance Agency, Ltd.ILIndependent Agency/BrokerRetailP&C
12/31/202020Morgan Insurance Agency, LTDBartlett, Baggett, & Shands, LLPTXIndependent Agency/BrokerRetailMulti Line
12/31/202020NFP Corp.P&C brokerage client accountsNJIndependent Agency/BrokerRetailP&C
12/31/202020Oliver L.E. Solden Agency, Inc.John B. Wright Agency, Inc.NJIndependent Agency/BrokerRetailMulti Line
12/31/202020Patriot Growth Insurance Services, LLCFBC Insurance, Benefits, & Consulting, Inc.AZIndependent Agency/BrokerRetailEB & Consulting
12/31/202020Patriot Growth Insurance Services, LLCStuart Insurance IncFLIndependent Agency/BrokerRetailMulti Line
12/31/202020Peter C. Foy & Associates Insurance Services, LLCAddis Intellectual CapitalPAIndependent Agency/BrokerRetailP&C
12/31/202020Rhodes Risk Advisors, LLCMcEver & Tribble, Inc.GAIndependent Agency/BrokerRetailP&C
12/31/202020Risk Strategies Company, LLCCorieri & Associates, Inc.NYIndependent Agency/BrokerMGAP&C
12/31/202020Texan InsuranceSuzanne Brown Agency L.L.CTXIndependent Agency/BrokerRetailP&C