Industry Transactions

Home » Insurance Industry M&A Transactions

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

<- If necessary, scroll to view table info ->
Announced DateDeal YearBuyerSellerSeller LocationBuyer TypeSeller TypeSeller Line of BusinessPress Release
12/31/202020Tokio Marine HCCWorld Wide Specialty Programs, Inc.NYInsurance CompanyMGAP&C
12/31/202020TowneBankGeorge Johnson Insurance, Inc.SCBank or ThriftRetailMulti Line
12/31/202020TrueNorth Companies LLCTyler Insurance Services, Inc.IAIndependent Agency/BrokerRetailMulti Line
12/31/202020World Insurance Associates, LLCBush InsurancePAIndependent Agency/BrokerRetailP&C
12/31/202020World Insurance Associates, LLCTrue & AssociatesNJIndependent Agency/BrokerRetailMulti Line
12/31/202020World Insurance Associates, LLCTwo Rivers Insurance Company, Inc.IAIndependent Agency/BrokerRetailMulti Line
12/31/202020XPT Group LLCInternational Property & Casualty Insurance Brokers of Nevada, Inc.NVIndependent Agency/BrokerMGAP&C
12/30/202020AssuredPartners, Inc.National Benefit Programs, Inc.OHIndependent Agency/BrokerRetailEB & Consulting
12/29/202020Arthur J. Gallagher & Co.Harden & Associates, Inc.FLPublic BrokerRetailMulti Line
12/29/202020AssuredPartners, Inc.Dawson, Taylor & CompanyGAIndependent Agency/BrokerRetailMulti Line
12/29/202020Constellation Affiliated PartnersCoastal Insurance Underwriters, Inc.FLIndependent Agency/BrokerMGAP&C
12/23/202020Alliant Insurance ServicesL A Surety Solutions LLCKYIndependent Agency/BrokerMGAP&C
12/23/202020Ambac Financial Group Inc.Xchange Benefits, LLC/Xchange Affinity Underwriting, LLCNYInsurance CompanyMGAP&C
12/23/202020Inszone Insurance Services, Inc.CBIA Insurance Agency, LLCCAIndependent Agency/BrokerRetailP&C
12/21/202020DealerPolicy Insurance AgencyGranite State Independent InsuranceNHIndependent Agency/BrokerRetailP&C
12/21/202020Sompo Holdings, Inc.WBAIS, Inc.CAInsurance CompanyRetailP&C
12/18/202020Arthur J. Gallagher & Co.PIATX LLCTXPublic BrokerRetailEB & Consulting
12/17/202020Assurant, Inc.Eck & Glass Inc.TNInsurance CompanyMGAP&C
12/17/202020Hilb Group LLCWilliam H. Connolly & Co.NJIndependent Agency/BrokerRetailMulti Line
12/17/202020Oakbridge Insurance Agency LLCFounders InsuranceGAIndependent Agency/BrokerRetailMulti Line
12/17/202020Oakbridge Insurance Agency LLCHutchinson Traylor InsuranceGAIndependent Agency/BrokerRetailMulti Line
12/17/202020Oakbridge Insurance Agency LLCMcGinty-Gordon & AssociatesGAIndependent Agency/BrokerRetailMulti Line
12/17/202020Oakbridge Insurance Agency LLCWaites & FosheeGAIndependent Agency/BrokerRetailMulti Line
12/15/202020Arthur J. Gallagher & Co.Premier Brokerage Services, Inc.PAPublic BrokerWholesaleP&C
12/15/202020Baldwin Risk PartnersTanner, Ballew and Maloof, Inc.GAPublic BrokerRetailMulti Line
12/15/202020Brown & Brown, Inc.Substantially all of the assets of South & Western General Agency, Inc.TXPublic BrokerWholesaleP&C
12/15/202020Inszone Insurance Services, Inc.Kelly-Naney Insurance AgencyCAIndependent Agency/BrokerRetailMulti Line
12/15/202020Inszone Insurance Services, Inc.Golden Ocean Insurance CenteCAIndependent Agency/BrokerRetailMulti Line
12/15/202020Inszone Insurance Services, Inc.Schaeffer Agency IncCOIndependent Agency/BrokerRetailMulti Line
12/15/202020Risk Strategies Company, LLCSafeware, The Insurance Agency, Inc.OHIndependent Agency/BrokerMGAP&C
12/14/202020AssuredPartners, Inc.Coastal Plains Insurance Of The Low Country, Inc.SCIndependent Agency/BrokerRetailMulti Line
12/14/202020Marshall & Sterling Insurance, Inc.Jaeger & Flynn Associates, Inc.NYIndependent Agency/BrokerRetailMulti Line
12/14/202020USI Holdings CorporationVenneberg Insurance, Inc.AKIndependent Agency/BrokerRetailMulti Line
12/12/202020Compass Insurance Services, Inc.IB Insurance Agency Inc.WIIndependent Agency/BrokerRetailMulti Line
12/11/202020DOXA Insurance Holdings LLCMarine Underwriters Of America, Inc.TXIndependent Agency/BrokerMGAP&C
12/10/202020Baldwin Risk PartnersBurham Benefits Insurance Services, Inc.CAPublic BrokerRetailEB & ConsultingDownload
12/09/202020Risk Strategies Company, LLCFBA NationalNYIndependent Agency/BrokerRetailP&C
12/08/202020Arthur J. Gallagher & Co.Cool Insuring Agency, Inc.NYPublic BrokerRetailMulti Line
12/08/202020Hilb Group LLCPlan Benefit Services, Inc.SCIndependent Agency/BrokerRetailEB & Consulting
12/08/202020Hub International LimitedAssets of Chelsea Insurance Agency LLCCTIndependent Agency/BrokerRetailMulti Line
12/08/202020Oswald CompaniesRiggs, Counselman, Michaels & Downes Inc.MDIndependent Agency/BrokerRetailMulti Line
12/08/202020Relation Insurance, Inc.Assets of Baughan Insurance AgencyNCIndependent Agency/BrokerRetailP&C
12/08/202020Relation Insurance, Inc.Assets of SK Carney Insurance, Inc.NCIndependent Agency/BrokerRetailP&C
12/07/202020Financial Institutions, Inc.Landmark Group of Brighton, Inc.NYBank or ThriftRetailP&CDownload
12/07/202020Truist Financial CorporationProgram Insurance Management Of Sarasota, Inc.FLBank or ThriftMGAP&C
12/07/202020Truist Financial CorporationWellington Risk Insurance Agency, Inc.TXBank or ThriftMGAP&C
12/07/202020World Insurance Associates, LLCWatts Group LLCCTIndependent Agency/BrokerRetailP&C
12/03/202020Marsh & McLennan Companies, Inc.Inspro, IncNEPublic BrokerRetailMulti Line
12/03/202020Patriot Growth Insurance Services, LLCV. R. Williams & Company, LLCTNIndependent Agency/BrokerRetailMulti Line
12/03/202020Travelers Companies, Inc.InsuraMatch, LLCMAInsurance CompanyWholesaleP&C
12/03/202020Truist Financial CorporationContinental Underwriters LimitedLABank or ThriftMGAP&C
12/02/202020Insured.Zone, LLCEast Pasco Insurance LLCFLIndependent Agency/BrokerRetailP&C
12/01/202020Acrisure, LLCAssets of Lyman & Sheets Insurance AgencyMIIndependent Agency/BrokerRetailP&C
12/01/202020Acrisure, LLCNational Labor Benefits, Inc.FLIndependent Agency/BrokerRetailP&C
12/01/202020Acrisure, LLCPatton Chesnut Binder Insurance LLCKYIndependent Agency/BrokerRetailP&C
12/01/202020Acrisure, LLCSeacoast Insurance, Inc.SCIndependent Agency/BrokerRetailP&C
12/01/202020Acrisure, LLCUndiscloased Insurance AgencyILIndependent Agency/BrokerRetailP&C
12/01/202020Acrisure, LLCUndisclosed insurance agencyIndependent Agency/BrokerRetailMulti Line
12/01/202020Acrisure, LLCUndisclosed insurance agencyIndependent Agency/BrokerRetailMulti Line
12/01/202020Acrisure, LLCUndisclosed insurance agencyTXIndependent Agency/BrokerRetailP&C
12/01/202020Acrisure, LLCUndisclosed insurance agencyKYIndependent Agency/BrokerRetailP&C
12/01/202020Acrisure, LLCUndisclosed insurance agencyIDIndependent Agency/BrokerRetailP&C
12/01/202020Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/BrokerRetailP&C
12/01/202020Acrisure, LLCUndisclosed insurance agencySCIndependent Agency/BrokerRetailP&C
12/01/202020Acrisure, LLCUndisclosed insurance agencyCOIndependent Agency/BrokerRetailP&C
12/01/202020Acrisure, LLCUnited Labor Benefits Inc.NJIndependent Agency/BrokerRetailEB & Consulting
12/01/202020Alera Group, Inc.Lighthouse Insurance Group, Inc.MIIndependent Agency/BrokerRetailMulti Line
12/01/202020Alera Group, Inc.Todd Associates IncOHIndependent Agency/BrokerRetailEB & Consulting
12/01/202020Arthur J. Gallagher & Co.North Star Insurance Services, LLCWAPublic BrokerRetailMulti Line
12/01/202020Baldwin Risk PartnersArmfield, Harrison & Thomas, Inc.VAPublic BrokerRetailMulti Line
12/01/202020Digital Insurance, Inc.Tegler Benefits GroupPAIndependent Agency/BrokerRetailEB & Consulting
12/01/202020Eastern Bankshares, Inc.Assets of the Campbell, Flaherty & Ring Insurance Agency, Inc.MABank or ThriftRetailP&C
12/01/202020Heffernan Insurance BrokersTruckee Community Insurance ServicesCAIndependent Agency/BrokerRetailMulti Line
12/01/202020Higginbotham & Associates, Inc.McMahon-Hadder Insurance Inc.FLIndependent Agency/BrokerRetailMulti Line
12/01/202020Hilb Group LLCDwayne Wilson Insurance & Financial Services, Inc./Senior Insurance NC, Inc.NCIndependent Agency/BrokerRetailEB & Consulting
12/01/202020Hilb Group LLCHiram Cohen & Son, Inc.NYIndependent Agency/BrokerRetailP&C
12/01/202020Hilb Group LLCRampart Brokerage Corp.NYIndependent Agency/BrokerRetailMulti Line
12/01/202020Inszone Insurance Services, Inc.Janette F Ramsey AgencyCAIndependent Agency/BrokerRetailP&C
12/01/202020Marsh & McLennan Companies, Inc.Heritage Insurance Service IncKYPublic BrokerRetailMulti Line
12/01/202020Peter C. Foy & Associates Insurance Services, LLCAssets of Advanced Insurance SolutionsLAIndependent Agency/BrokerRetailMulti Line
12/01/202020Peter C. Foy & Associates Insurance Services, LLCINGUARD Inc.INIndependent Agency/BrokerRetailP&C
12/01/202020Peter C. Foy & Associates Insurance Services, LLCTotal Insurance Brokerage, LLCCTIndependent Agency/BrokerRetailP&C
12/01/202020Peter C. Foy & Associates Insurance Services, LLCTrade Risk Guaranty Brokerage Services LLCMTIndependent Agency/BrokerRetailP&C
12/01/202020Peter C. Foy & Associates Insurance Services, LLCUniversal Business Insurance, IncUTIndependent Agency/BrokerRetailP&C
12/01/202020Relation Insurance, Inc.Assets of Mertz Insurance GroupNEIndependent Agency/BrokerRetailMulti Line
12/01/202020Relation Insurance, Inc.Hiller Ringeman Insurance Agency, Inc.NCIndependent Agency/BrokerRetailP&C
12/01/202020Relation Insurance, Inc.Laufer Insurance Solutions, Inc.VAIndependent Agency/BrokerRetailP&C
12/01/202020Risk Strategies Company, LLCCommercial Insurance Group LLCCOIndependent Agency/BrokerWholesaleP&C
12/01/202020Risk Strategies Company, LLCStrategic Insurance Agency, LLCCOIndependent Agency/BrokerRetailMulti Line
12/01/202020TWFG Holding Company, LLCPenguin Insurance Services, Inc.CAIndependent Agency/BrokerRetailP&C
12/01/202020Vantage Insurance Partners, Inc.Fortun Holdings, LLCFLIndependent Agency/BrokerRetailP&C
12/01/202020World Insurance Associates, LLCJ.W. Edens & Company, Inc.FLIndependent Agency/BrokerRetailMulti Line
12/01/202020World Insurance Associates, LLCMorris & Reynolds, Inc.FLIndependent Agency/BrokerRetailMulti Line
12/01/202020World Insurance Associates, LLCR.S. Gilmore Insurance Agency, Inc.MAIndependent Agency/BrokerRetailMulti Line
12/01/202020World Insurance Associates, LLCThe Keating Group Inc.AZIndependent Agency/BrokerMGAP&C
11/30/202020Acrisure, LLCCastell InsuranceWAIndependent Agency/BrokerRetailP&C
11/30/202020Arthur J. Gallagher & Co.J.P. Warner Associates, Inc.PAPublic BrokerRetailEB & Consulting
11/30/202020Risk Strategies Company, LLCBrokers' Risk Placement Service, Inc.ILIndependent Agency/BrokerMGAP&C
11/30/202020Undisclosed BuyerInsurance Innovations, LLCFLOther BuyerRetailP&C
11/25/202020Patriot Growth Insurance Services, LLCPDCM Insurance Inc.IAIndependent Agency/BrokerRetailMulti Line
11/20/202020Hudson Insurance GroupThe Allegheny Group Inc.PAInsurance CompanyMGAP&C
11/19/202020Digital Insurance, Inc.Refined Benefits (Sullivan)FLIndependent Agency/BrokerRetailEB & Consulting
11/19/202020Hub International LimitedUnited Shortline Insurance Services, Inc.MIIndependent Agency/BrokerWholesaleP&C
11/17/202020AmeriLife Group, L.L.C.American Benefits Exchange, LLCTXIndependent Agency/BrokerRetailEB & Consulting
11/16/202020Hub International LimitedAssets of the Vitolo CompanyWAIndependent Agency/BrokerRetailEB & Consulting
11/12/202020Hub International LimitedInsurance brokerage assets of Larry Dean MasseyMSIndependent Agency/BrokerRetailMulti Line
11/12/202020R.E.Chaix & Associates Insurance Brokers Inc.Rancho Pacific Insurance Services, Inc.CAIndependent Agency/BrokerWholesaleMulti Line
11/11/202020Arthur J. Gallagher & Co.Arrowhead Wholesale Insurance Services, LLCCAPublic BrokerWholesaleMulti Line
11/11/202020AssuredPartners, Inc.Newton Surety Services, LLCMNIndependent Agency/BrokerRetailP&C
11/11/202020Inszone Insurance Services, Inc.Wiseman Insurance Agency, L.C.UTIndependent Agency/BrokerRetailMulti Line
11/11/202020Integrity Marketing Group LLCAmerican Group Insurance Brokerage Service Inc.TXIndependent Agency/BrokerWholesaleEB & Consulting
11/09/202020Hub International LimitedLeading Edge Benefit Advisors, LLCFLIndependent Agency/BrokerRetailEB & Consulting
11/09/202020MA Financial Group, Inc.Buterbaugh & Handlin insurance businessKSIndependent Agency/BrokerRetailMulti Line
11/06/202020BroadStreet Partners, Inc.Book of BusinessNYIndependent Agency/BrokerRetailP&C
11/06/202020Stonybrook Capital, LLCApplied Underwriters/Triangle Surety AgencyNEOther BuyerMGAP&C
11/05/202020AmeriLife Group, L.L.C.Forward Strategies Insurance Brokerage LLCAZIndependent Agency/BrokerRetailP&C
11/05/202020Baldwin Risk PartnersInsgroup, Inc.TXPublic BrokerRetailMulti Line
11/05/202020Integrity Marketing Group LLCSmith Agency, LLCWAIndependent Agency/BrokerWholesaleP&C
11/05/202020LTC Global Solutions, Inc.NJLTC & DI Brokers Corp.NJIndependent Agency/BrokerWholesaleP&C
11/04/202020Armfield, Harrison & Thomas, Inc.Kaplow Insurance Agency, LLCNYIndependent Agency/BrokerRetailP&C
11/03/202020Hub International LimitedOlson Insurance Agency/Insure All, LLCVAIndependent Agency/BrokerRetailMulti Line
11/03/202020Relation Insurance, Inc.Glick Insurance GroupNCIndependent Agency/BrokerRetailP&C
11/03/202020Truist Financial CorporationW. Brown & AssociatesCABank or ThriftMGAP&C
11/03/202020Truist Financial CorporationWBAIS, Inc.CABank or ThriftRetailP&C
11/02/202020Davies Group LimitedJohnson Claim Service, Inc.OKOther BuyerWholesaleP&C
11/02/202020R.E.Chaix & Associates Insurance Brokers Inc.National Advantage Insurance Services, Inc.CAIndependent Agency/BrokerWholesaleP&C
11/01/202020Acrisure, LLCUndiscloased Insurance AgencyWIIndependent Agency/BrokerRetailP&C
11/01/202020Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/BrokerRetailP&C
11/01/202020Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/BrokerRetailP&C
11/01/202020Acrisure, LLCUndisclosed insurance agencyRIIndependent Agency/BrokerRetailP&C
11/01/202020Acrisure, LLCUndisclosed insurance agencyTXIndependent Agency/BrokerRetailP&C
11/01/202020Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/BrokerRetailP&C
11/01/202020Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/BrokerRetailP&C
11/01/202020BroadStreet Partners, Inc.Book of BusinessFLIndependent Agency/BrokerRetailEB & Consulting
11/01/202020BroadStreet Partners, Inc.Certain insurance assetsILIndependent Agency/BrokerRetailP&C
11/01/202020BroadStreet Partners, Inc.Certain insurance assetsMNIndependent Agency/BrokerRetailP&C
11/01/202020BroadStreet Partners, Inc.Certain insurance assetsALIndependent Agency/BrokerRetailP&C
11/01/202020BroadStreet Partners, Inc.Certain insurance assetsOHIndependent Agency/BrokerRetailP&C
11/01/202020BroadStreet Partners, Inc.Certain insurance assetsKYIndependent Agency/BrokerRetailP&C
11/01/202020BroadStreet Partners, Inc.Certain insurance assetsGAIndependent Agency/BrokerRetailP&C
11/01/202020BroadStreet Partners, Inc.D & G Insurance Inc.GAIndependent Agency/BrokerRetailP&C
11/01/202020BroadStreet Partners, Inc.Myrick Agency, LLCALIndependent Agency/BrokerRetailP&C
11/01/202020Heffernan Insurance BrokersPnl Insurance ServicesCAIndependent Agency/BrokerRetailEB & Consulting
11/01/202020Heffernan Insurance BrokersSierra Insurance Associates, Inc.CAIndependent Agency/BrokerRetailMulti Line
11/01/202020Hilb Group LLCMoran, Moran & Dauphin, Inc.NYIndependent Agency/BrokerRetailP&C
11/01/202020Peter C. Foy & Associates Insurance Services, LLCFallgatter Rhodes Insurance Services, Inc.CAIndependent Agency/BrokerRetailMulti Line
11/01/202020Peter C. Foy & Associates Insurance Services, LLCRant Insurance Group Holdings Inc.MIIndependent Agency/BrokerRetailP&C
11/01/202020Peter C. Foy & Associates Insurance Services, LLCStone Creek Insurance Agency, Inc.CAIndependent Agency/BrokerRetailP&C
11/01/202020TrueNorth Companies LLCNissen-Caven Agency, Inc.IAIndependent Agency/BrokerRetailP&C
11/01/202020World Insurance Associates, LLCBall Insurance ServicesINIndependent Agency/BrokerRetailP&C
11/01/202020World Insurance Associates, LLCBrian S. O’Neill & Associates, Inc.NJIndependent Agency/BrokerRetailMulti Line
11/01/202020World Insurance Associates, LLCDanaher Skewes & Associates Inc.VAIndependent Agency/BrokerRetailMulti Line
11/01/202020World Insurance Associates, LLCFairways Insurance Services, Inc.NJIndependent Agency/BrokerRetailMulti Line
11/01/202020World Insurance Associates, LLCFlanagan Associates LLCCTIndependent Agency/BrokerRetailMulti Line
11/01/202020World Insurance Associates, LLCInsurance Solutions Network, Inc.ILIndependent Agency/BrokerRetailMulti Line
11/01/202020World Insurance Associates, LLCLIA Great Bend, Inc.KSIndependent Agency/BrokerRetailMulti Line
11/01/202020World Insurance Associates, LLCStrovis Holdings, LLCSCIndependent Agency/BrokerRetailMulti Line
11/01/202020World Insurance Associates, LLCTucker Insurance Service, Inc.VAIndependent Agency/BrokerRetailMulti Line
10/31/202020Acrisure, LLCEchelon Advisors LLCTXIndependent Agency/BrokerRetailMulti Line
10/31/202020American Benefits, Inc.Fox Insurance Agency Inc.ORIndependent Agency/BrokerRetailEB & Consulting
10/31/202020Covered by Sage, Inc.All-star Insurance & Fast Tax ServiceFLIndependent Agency/BrokerRetailP&C
10/31/202020Peter C. Foy & Associates Insurance Services, LLCDeyette McCloskey & Associates Insurance AgencyCAIndependent Agency/BrokerRetailP&C
10/31/202020Peter C. Foy & Associates Insurance Services, LLCDixon Insurance, Inc.NDIndependent Agency/BrokerRetailP&C
10/31/202020Peter C. Foy & Associates Insurance Services, LLCDukes-Moore Insurance Agency Inc.MDIndependent Agency/BrokerRetailMulti Line
10/30/202020Jewelers Mutual Holding CompanyWexler Insurance AgencyFLInsurance CompanyMGAP&C
10/30/202020Northeast Coverages, IncAUI, Inc.TXIndependent Agency/BrokerMGAP&CDownload
10/30/202020Peter C. Foy & Associates Insurance Services, LLCSenior Benefit AllianceUTIndependent Agency/BrokerRetailP&C
10/29/202020Digital Insurance, Inc.Berkshire Insurance Group, Inc.MAIndependent Agency/BrokerRetailEB & Consulting
10/29/202020Integrity Marketing Group LLCWestern Asset Protection, Inc.AZIndependent Agency/BrokerWholesaleP&C
10/29/202020NFP Corp.Insurance Specialty group, LLCGAIndependent Agency/BrokerMGAP&C
10/29/202020Reliance Global Group, Inc.Assets of Capacity Southeast Agency LLCTNOther BuyerRetailP&C
10/27/202020Higginbotham & Associates, Inc.Brisky & Perez Insurance Agency, Inc.TXIndependent Agency/BrokerRetailP&C
10/27/202020Risk Strategies Company, LLCLarocca And Associates, Inc.FLIndependent Agency/BrokerRetailMulti LineDownload
10/27/202020Risk Strategies Company, LLCMarcus Insurance Agency, Inc.MAIndependent Agency/BrokerMGAP&C
10/23/202020AssuredPartners, Inc.John J. Matsock & Associates, Inc.ILIndependent Agency/BrokerRetailMulti Line
10/23/202020Diversified Insurance Industries, Inc.JonesBirdsong LLPMNIndependent Agency/BrokerRetailP&C
10/22/202020Digital Insurance, Inc.Selden BeattieFLIndependent Agency/BrokerRetailEB & Consulting
10/22/202020Integrity Marketing Group LLCHealth Insurance Store Inc.FLIndependent Agency/BrokerWholesaleP&C
10/21/202020USI Holdings CorporationFindley, Inc.TNIndependent Agency/BrokerRetailEB & Consulting
10/16/202020Curley AssociatesRobert L. Haley Agency, Inc.MEIndependent Agency/BrokerRetailP&C
10/16/202020Lee Equity Partners, LLCSimplicity Financial Marketing Group Holdings, Inc.NJOther BuyerWholesaleP&C
10/15/202020AmeriLife Group, L.L.C.Equita Financial and Insurance Services of TexasTXIndependent Agency/BrokerWholesaleEB & Consulting
10/15/202020Brown & Brown, Inc.J.E. Brown & Associates Insurance Services Inc.CAPublic BrokerMGAP&C
10/15/202020Plexus Groupe LLCDeane H. Tank, Inc.ILIndependent Agency/BrokerRetailP&C
10/14/202020Integrity Marketing Group LLCAdvanced Market SalesIDIndependent Agency/BrokerWholesaleEB & Consulting
10/13/202020Aquiline Holdings LLCLucht Insurance Group, LLCOKOther BuyerRetailEB & Consulting
10/12/202020Brown & Brown, Inc.substantially all of the assets of Bright & Associates, Inc.MOPublic BrokerRetailP&C
10/08/202020BancorpSouth, Inc.Alexander & Sanders Insurance Agency, Inc.LABank or ThriftRetailP&C
10/08/202020DOXA Insurance Holdings LLCAllsouth Professional Liability Inc. /AMS Professional LiabilityFLIndependent Agency/BrokerWholesaleP&C
10/08/202020Onex CorporationOneDigitalGAOther BuyerRetailEB & ConsultingDownload
10/07/202020Hub International LimitedBernstein Insurance LLCMDIndependent Agency/BrokerRetailP&C
10/06/202020Hub International LimitedAssets of WFG Benefits Inc.VAIndependent Agency/BrokerRetailEB & Consulting
10/06/202020TrueNorth Companies LLCEngel Agency, Inc.IAIndependent Agency/BrokerRetailP&C
10/01/202020Acrisure, LLCDelany InsuranceILIndependent Agency/BrokerRetailMulti Line
10/01/202020Acrisure, LLCUndiscloased Insurance AgencyOHIndependent Agency/BrokerRetailP&C
10/01/202020Acrisure, LLCUndiscloased Insurance AgencyWAIndependent Agency/BrokerRetailP&C
10/01/202020Acrisure, LLCUndiscloased Insurance AgencyPAIndependent Agency/BrokerRetailP&C
10/01/202020Alera Group, Inc.Gordon Atlantic Insurance Inc.MAIndependent Agency/BrokerRetailMulti Line
10/01/202020Alera Group, Inc.Legacy Risk & Insurance Services, LLCCAIndependent Agency/BrokerRetailP&C
10/01/202020BroadStreet Partners, Inc.Certain insurance assetsINIndependent Agency/BrokerRetailP&C