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

Who’s Buying
Insurance Brokers – Independent	32
Insurance Brokers – Public	15
Insurance Brokers – Private Capital-Backed	142
Insurance Carrier and Other	6
Banks and Thrifts	2

What’s Being Bought
Full Service	46
P&C	116
Employee Benefits	35

Retail vs. Specialty
Retail	162
Specialty	35

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

Buyer

Deal Year

Location

Buyer Type

Seller Type

Seller Line of Business

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Announced Date	Deal Year	Buyer	Seller	Seller Location	Buyer Type	Seller Type	Seller Line of Business	Press Release
07/01/20	2020	World Insurance Associates, LLC	M.A. Bloom & Associates, Inc.	NY	Independent Agency/Broker	Retail	Multi Line
07/01/20	2020	World Insurance Associates, LLC	Professional Insurance Consulting, Inc.	SC	Independent Agency/Broker	Retail	P&C
06/30/20	2020	BBH Capital Partners	Sunstar Insurance Group, LLC	TN	Other Buyer	Retail	Multi Line
06/30/20	2020	Integrity Marketing Group LLC	National Agents Alliance	NC	Independent Agency/Broker	Wholesale	P&C
06/30/20	2020	USI Holdings Corporation	Associated Benefits & Risk Consulting (ABRC)	MN	Independent Agency/Broker	Retail	Multi Line
06/26/20	2020	AssuredPartners, Inc.	WTPhelan & Co. Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	Multi Line	Download
06/24/20	2020	Arthur J. Gallagher & Co.	Cunnington And Associates Inc.	ID	Public Broker	Retail	P&C
06/24/20	2020	Forstrom Bancorportation	Goeman Insurance Agency LLC	MN	Bank or Thrift	Retail	Multi Line
06/24/20	2020	Ryan Specialty Group, LLC	All Risks	FL	Independent Agency/Broker	Wholesale	Multi Line
06/23/20	2020	Arthur J. Gallagher & Co.	Barrett, Liner & Buss, LLC	FL	Public Broker	Retail	EB & Consulting
06/22/20	2020	Plexus Groupe LLC	Artisan Insurance Group, Inc.	FL	Independent Agency/Broker	Retail	P&C
06/22/20	2020	Plexus Groupe LLC	Community Insurance Group, Inc.	FL	Independent Agency/Broker	Retail	P&C
06/19/20	2020	AssuredPartners, Inc.	Rand-Tec Insurance Agency, Inc.	IL	Independent Agency/Broker	Retail	Multi Line
06/19/20	2020	EPIC (Edgewood Partners Insurance Center)	JenCap Holdings LLC	NY	Independent Agency/Broker	MGA	P&C
06/19/20	2020	JenCap Holdings	Quaker Agency, Inc.	NJ	Independent Agency/Broker	MGA	P&C
06/18/20	2020	Integrity Marketing Group LLC	McNerney Management Group, Inc.	MO	Independent Agency/Broker	Retail	EB & Consulting
06/16/20	2020	Relation Insurance, Inc.	Summers Thompson Lowry, Inc.	NC	Independent Agency/Broker	Retail	P&C
06/14/20	2020	Insurance Associates of the Triad, Inc.	Martinez & Associates, Inc.	NC	Independent Agency/Broker	Retail	Multi Line
06/09/20	2020	Heffernan Insurance Brokers	Really Great Employee Benefits (RGEB)	CA	Independent Agency/Broker	Retail	EB & Consulting
06/08/20	2020	Arthur J. Gallagher & Co.	CRES Insurance Services, LLC	NV	Public Broker	Retail	P&C
06/08/20	2020	AssuredPartners, Inc.	Williams & Williams, Inc.	NY	Independent Agency/Broker	Retail	Multi Line
06/08/20	2020	Foundation Risk Partners, Corp.	Fairview Insurance Agency Associates, Inc.	NJ	Independent Agency/Broker	Retail	Multi Line
06/08/20	2020	Hub International Limited	Clements Agency LLC	AZ	Independent Agency/Broker	Retail	Multi Line
06/05/20	2020	Marsh & McLennan Companies, Inc.	Nico Insurance Services, Inc.	CA	Public Broker	Retail	EB & Consulting
06/05/20	2020	Worldwide Facilities, Inc.	Royal Oak Underwriters, Inc.	VA	Independent Agency/Broker	Wholesale	P&C
06/05/20	2020	Worldwide Facilities, Inc.	Strategic Underwriting Solutions, LLC	WI	Independent Agency/Broker	MGA	P&C
06/03/20	2020	Digital Insurance, Inc.	California Creative Benfits	CA	Independent Agency/Broker	Retail	EB & Consulting
06/03/20	2020	Higginbotham & Associates, Inc.	Ascend Insurance Brokerage	TX	Independent Agency/Broker	Retail	P&C
06/02/20	2020	Applied Underwriters, Inc.	Blue Ridge Specialty LLC	SC	Insurance Company	MGA	P&C
06/02/20	2020	Sunstar Insurance Group, LLC	Farris Insurance Agency, Inc.	AR	Independent Agency/Broker	Retail	P&C
06/01/20	2020	Acrisure, LLC	Hastava Insurance Agency	NY	Independent Agency/Broker	Retail	P&C
06/01/20	2020	Acrisure, LLC	Robert Moreno Insurance Services	CA	Independent Agency/Broker	Retail	Multi Line
06/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	NY	Independent Agency/Broker	Retail	EB & Consulting
06/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	PA	Independent Agency/Broker	Retail	P&C
06/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	NY	Independent Agency/Broker	Retail	P&C
06/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	VT	Independent Agency/Broker	Retail	P&C
06/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	IN	Independent Agency/Broker	Retail	P&C
06/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	KY	Independent Agency/Broker	Retail	P&C
06/01/20	2020	Acrisure, LLC	Undisclosed Insurance Agency	MI	Independent Agency/Broker	Retail	P&C
06/01/20	2020	Baldwin Risk Partners	All assets of Rosenthal Brothers, Inc.	IL	Public Broker	Retail	Multi Line
06/01/20	2020	Baldwin Risk Partners	All assets of Trinity Benefit Advisors Inc. and Russ Blakely & Associates LLC	TN	Public Broker	Retail	EB & Consulting
06/01/20	2020	BroadStreet Partners, Inc.	Certain insurance assets	ND	Independent Agency/Broker	Retail	EB & Consulting
06/01/20	2020	BroadStreet Partners, Inc.	Certain insurance assets	FL	Independent Agency/Broker	Retail	EB & Consulting
06/01/20	2020	BroadStreet Partners, Inc.	Certain Insurance Assets	MN	Independent Agency/Broker	Retail	EB & Consulting
06/01/20	2020	BroadStreet Partners, Inc.	Certain insurance assets	NC	Independent Agency/Broker	Retail	P&C
06/01/20	2020	BroadStreet Partners, Inc.	Certain insurance assets	CO	Independent Agency/Broker	Retail	P&C
06/01/20	2020	BroadStreet Partners, Inc.	Certain insurance assets	MI	Independent Agency/Broker	Retail	P&C
06/01/20	2020	Hilb Group LLC	Fort Myers Insurance Agency, Inc.	FL	Independent Agency/Broker	Retail	P&C
06/01/20	2020	Insurance Capital Group, LLC	Duncan Financial Group, LLC	PA	Other Buyer	Retail	Multi Line
06/01/20	2020	Patriot Growth Insurance Services, LLC	Benco Insurance Planners, Inc.	FL	Independent Agency/Broker	Retail	EB & Consulting
06/01/20	2020	Patriot Growth Insurance Services, LLC	Ference Insurance Agency, Inc.	FL	Independent Agency/Broker	Retail	EB & Consulting
06/01/20	2020	Peter C. Foy & Associates Insurance Services, LLC	Avidity LLC	KS	Independent Agency/Broker	Retail	Multi Line
06/01/20	2020	Peter C. Foy & Associates Insurance Services, LLC	First Fidelity Brokerage, Inc.	NY	Independent Agency/Broker	Retail	Multi Line
06/01/20	2020	Peter C. Foy & Associates Insurance Services, LLC	Moulton Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	Multi Line
06/01/20	2020	Simplicity Group Holdings, Inc.	First Income Advisors, LLC	MN	Independent Agency/Broker	Wholesale	EB & Consulting
06/01/20	2020	Tokio Marine HCC	GCube Insurance Services, Inc.	NY	Insurance Company	MGA	P&C
06/01/20	2020	World Insurance Associates, LLC	Bentsen Combies Insurance, Inc.	RI	Independent Agency/Broker	Retail	Multi Line
06/01/20	2020	World Insurance Associates, LLC	El Hefe Man, LLC	FL	Independent Agency/Broker	Retail	EB & Consulting
06/01/20	2020	World Insurance Associates, LLC	Millennium Medical Solutions Corp.	NY	Independent Agency/Broker	Retail	EB & Consulting
06/01/20	2020	World Insurance Associates, LLC	Novak Agency Inc.	FL	Independent Agency/Broker	Retail	P&C
05/28/20	2020	AssuredPartners, Inc.	Cypress Insurance Group, Inc.	FL	Independent Agency/Broker	Retail	P&C
05/28/20	2020	Century Equity Partners	Ritter Insurance Marketing	PA	Other Buyer	Wholesale	EB & Consulting
05/19/20	2020	Integrity Marketing Group LLC	Equis Financial, Inc.	NC	Independent Agency/Broker	Wholesale	EB & Consulting
05/15/20	2020	Hub International Limited	Lashua-Lachance & Polik Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	Multi Line
05/15/20	2020	Symmetry Financial Group, LLC	Asurea Insurance Services, Inc.	CA	Independent Agency/Broker	Wholesale	P&C
05/14/20	2020	BB&T Corporation	Peak Health	NC	Bank or Thrift	Wholesale	EB & Consulting
05/14/20	2020	Hub International Limited	Hatchett Insurance Agency, LLC	TN	Independent Agency/Broker	Retail	Multi Line
05/13/20	2020	Constellation Affiliated Partners	Assets of Intercorp Inc.	PA	Independent Agency/Broker	Wholesale	P&C
05/13/20	2020	Constellation Affiliated Partners	BNK Insurance Services, LLC	TX	Independent Agency/Broker	MGA	P&C
05/13/20	2020	Higginbotham & Associates, Inc.	Amerman Insurance Services LLC	TX	Independent Agency/Broker	Retail	Multi Line
05/12/20	2020	Hub International Limited	Division of Healy Group, Inc.	IN	Independent Agency/Broker	Retail	EB & Consulting
05/11/20	2020	Hub International Limited	B & G Group Inc	NY	Independent Agency/Broker	Retail	Multi Line
05/11/20	2020	XPT Group LLC	Houston Surplus Lines, Inc.	TX	Independent Agency/Broker	MGA	P&C
05/04/20	2020	Crest Insurance Group, LLC	John Creps Insurance Agency, LLC	AZ	Independent Agency/Broker	Retail	P&C
05/04/20	2020	High Street Insurance Partners, LLC	Gates-Cole Associates, Inc.	NY	Independent Agency/Broker	Retail	P&C
05/04/20	2020	High Street Insurance Partners, LLC	Ken Bleeker Insurance Agency	MI	Independent Agency/Broker	Retail	P&C
05/04/20	2020	Paragon Insurance Holdings, LLC	Trident Public Risk Solutions	TX	Independent Agency/Broker	MGA	P&C
05/02/20	2020	Trustmark Corporation	Creative Benefit Solutions, LLC	AL	Bank or Thrift	Retail	EB & Consulting
05/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	PA	Independent Agency/Broker	Retail	P&C
05/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	MI	Independent Agency/Broker	Retail	P&C
05/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	CA	Independent Agency/Broker	Retail	P&C
05/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	NY	Independent Agency/Broker	Retail	P&C
05/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	FL	Independent Agency/Broker	Retail	P&C
05/01/20	2020	Baldwin Risk Partners	Pendelum, LLC	NM	Public Broker	Wholesale	P&C
05/01/20	2020	BroadStreet Partners, Inc.	Book of Business	NV	Independent Agency/Broker	Retail	P&C
05/01/20	2020	BroadStreet Partners, Inc.	Book of Business	AZ	Independent Agency/Broker	Retail	P&C
05/01/20	2020	BroadStreet Partners, Inc.	Independent Agency	GA	Independent Agency/Broker	Retail	P&C
05/01/20	2020	BroadStreet Partners, Inc.	Undisclosed Independent Agency	NV	Independent Agency/Broker	Retail	P&C
05/01/20	2020	BroadStreet Partners, Inc.	Undisclosed insurance agency	GA	Independent Agency/Broker	Retail	P&C
05/01/20	2020	Heffernan Insurance Brokers	Assets of Contractors Insurance NW	WA	Independent Agency/Broker	Retail	P&C
05/01/20	2020	Heffernan Insurance Brokers	Assets of TWIS	CA	Independent Agency/Broker	Retail	P&C
05/01/20	2020	NFP Corp.	Leavitt Insurance Agency of San Diego, Inc.	CA	Independent Agency/Broker	Retail	Multi Line
05/01/20	2020	World Insurance Associates, LLC	Airways International Insurance Services, LLC	NJ	Independent Agency/Broker	MGA	P&C
05/01/20	2020	World Insurance Associates, LLC	Pinnacle Insurance Group, Inc.	TX	Independent Agency/Broker	Retail	Multi Line
04/30/20	2020	Ameritas Mutual Holding Company	Dental Select, Inc.	UT	Insurance Company	Wholesale	P&C
04/30/20	2020	High Street Insurance Partners, LLC	Ayres-Rice Insurance Agency, Inc.	MI	Independent Agency/Broker	Retail	P&C
04/30/20	2020	Trustmark Corporation	Boyles Moak Insurance Services	MS	Bank or Thrift	Retail	Multi Line
04/27/20	2020	Spotts Insurance Group, Inc.	Hugh J. McGinley Insurance Agency	PA	Independent Agency/Broker	Retail	Multi Line
04/23/20	2020	World Insurance Associates, LLC	Martin & Rowland Insurance, Inc.	CT	Independent Agency/Broker	Retail	Multi Line
04/22/20	2020	XPT Group LLC	LP Risk, Inc.	TX	Independent Agency/Broker	MGA	P&C
04/21/20	2020	Alera Group, Inc.	Barkley Risk Management & Insurance	CA	Independent Agency/Broker	Retail	Multi Line
04/21/20	2020	AssuredPartners, Inc.	Transportation Insurance Advisors LLC	FL	Independent Agency/Broker	Retail	Multi Line
04/21/20	2020	Baldwin Risk Partners	Assets of Southern Protective Group, LLC	GA	Public Broker	Retail	P&C
04/21/20	2020	Hilb Group LLC	Books of business	RI	Independent Agency/Broker	Retail	EB & Consulting
04/21/20	2020	IMA Financial Group, Inc.	ESS NexTier Insurance Group, LLC	PA	Independent Agency/Broker	Retail	Multi Line
04/21/20	2020	Patriot Growth Insurance Services, LLC	Florida Southern Insurance, LLC	FL	Independent Agency/Broker	Retail	Multi Line
04/20/20	2020	Alera Group, Inc.	Cambridge Benefit Solutions	AZ	Independent Agency/Broker	Retail	EB & Consulting
04/17/20	2020	Woodlands Financial Group	Panoptic Insurance	TX	Independent Agency/Broker	Retail	Multi Line
04/15/20	2020	AssuredPartners, Inc.	GIGA Solutions, Inc.	FL	Independent Agency/Broker	Retail	Multi Line
04/14/20	2020	Simplicity Group Holdings, Inc.	Fidelity Financial Group Inc.	TX	Independent Agency/Broker	Wholesale	P&C
04/13/20	2020	Integrity Marketing Group LLC	Brokerage Resource, Inc.	NC	Independent Agency/Broker	Wholesale	P&C
04/09/20	2020	DOXA Insurance Holdings LLC	Lawrence E. Smith & Associates Inc./Scholastic Insurance of Florida LLC		Independent Agency/Broker	MGA	P&C
04/07/20	2020	Aon Corporation	Farmington Company	CT	Public Broker	Retail	EB & Consulting
04/07/20	2020	Risk Strategies Company, LLC	International Excess Program Managers Agency	OH	Independent Agency/Broker	MGA	P&C
04/06/20	2020	AssuredPartners, Inc.	Early, Cassidy & Schilling, Inc.	MD	Independent Agency/Broker	Retail	Multi Line
04/02/20	2020	Brown & Brown, Inc.	Dealer Financial Services of NC, Inc.	NC	Public Broker	Retail	P&C
04/01/20	2020	Acrisure, LLC	Undisclosed Insurance Agency	CA	Independent Agency/Broker	Retail	P&C
04/01/20	2020	Baldwin Risk Partners	Insurance Risk Partners	OK	Public Broker	Retail	P&C	Download
04/01/20	2020	BroadStreet Partners, Inc.	Book of Business	CA	Independent Agency/Broker	Retail	P&C
04/01/20	2020	BroadStreet Partners, Inc.	Book of Business	VT	Independent Agency/Broker	Retail	P&C
04/01/20	2020	BroadStreet Partners, Inc.	Certain Insurance Assets	IN	Independent Agency/Broker	Retail	P&C
04/01/20	2020	HGGC	Peter C. Foy & Associates Insurance Services, LLC	CA	Other Buyer	Retail	Multi Line
04/01/20	2020	Marsh & McLennan Companies, Inc.	Assurance Holdings Inc.	IL	Public Broker	Retail	Multi Line
04/01/20	2020	World Insurance Associates, LLC	Advantage Benefit Concepts Inc.	NJ	Independent Agency/Broker	Retail	EB & Consulting
03/31/20	2020	Gilbert Insurance Agency, Inc.	Aljane Insurance Inc.	MA	Independent Agency/Broker	Retail	Multi Line
03/31/20	2020	Inszone Insurance Services, Inc.	ISU Global Business Insurance Agency	CA	Independent Agency/Broker	Retail	Multi Line
03/31/20	2020	Northern Insuring Agency, Inc.	small book of business	NY	Independent Agency/Broker	Retail	P&C
03/31/20	2020	Parthenon Capital Partners	Venbrook Group, LLC	CA	Other Buyer	MGA	Multi Line
03/31/20	2020	USI Holdings Corporation	Chapman & Chapman, Inc.	OH	Independent Agency/Broker	Retail	EB & Consulting	Download
03/26/20	2020	CCG IQ	Cox and Smith Risk Management	CA	Other Buyer	MGA	P&C
03/24/20	2020	Hilb Group LLC	Healthcare Liability Consultants Agency Inc	OH	Independent Agency/Broker	Retail	Multi Line
03/20/20	2020	Alera Group, Inc.	Fall River Employee Benefits	CO	Independent Agency/Broker	Retail	EB & Consulting
03/20/20	2020	AssuredPartners, Inc.	Aniello Insurance Agency, Inc.	NV	Independent Agency/Broker	Retail	Multi Line
03/19/20	2020	Integrity Marketing Group LLC	Killimett Agency, LLC	GA	Independent Agency/Broker	Retail	P&C
03/18/20	2020	Alera Group, Inc.	Trilogy Group Benefits, LLC	PA	Independent Agency/Broker	Retail	EB & Consulting
03/18/20	2020	Patriot Growth Insurance Services, LLC	Olson Group	NE	Independent Agency/Broker	Retail	EB & Consulting
03/17/20	2020	Inszone Insurance Services, Inc.	Global Pro Insurance Service Corporation	CA	Independent Agency/Broker	Retail	P&C
03/17/20	2020	Integrated Specialty Coverages, LLC	Access Partners Insurance Services LLC	CA	Independent Agency/Broker	Wholesale	EB & Consulting
03/16/20	2020	Alera Group, Inc.	KAR Enterprises LLC	CO	Independent Agency/Broker	Retail	EB & Consulting
03/16/20	2020	Arthur J. Gallagher & Co.	Mcconnell, Manit & Trout Insurance Services, LLC	CA	Public Broker	Retail	P&C
03/16/20	2020	AssuredPartners, Inc.	Group Alternatives, Inc.	IL	Independent Agency/Broker	Retail	EB & Consulting
03/16/20	2020	Brown & Brown, Inc.	Assets of RLA Insurance Intermediaries, LLC	MA	Public Broker	Wholesale	P&C	Download
03/13/20	2020	Arthur J. Gallagher & Co.	DLS Insurance Services	CA	Public Broker	Wholesale	P&C
03/13/20	2020	TrueNorth Companies LLC	EGR Insurance Inc.	IA	Independent Agency/Broker	Retail	Multi Line
03/13/20	2020	TrueNorth Companies LLC	Rominger Insurance Agency Inc.	IA	Independent Agency/Broker	Retail	Multi Line
03/13/20	2020	TrueNorth Companies LLC	Warth Insurance Agency	IA	Independent Agency/Broker	Retail	Multi Line
03/12/20	2020	AssuredPartners, Inc.	Wateridge Insurance Services, Inc.	CA	Independent Agency/Broker	Retail	Multi Line	Download
03/12/20	2020	Brown & Brown, Inc.	Colonial Group, Inc	NC	Public Broker	MGA	P&C
03/12/20	2020	Independent Insurance Group, Inc.	First United bank Insurance Solutions Inc	OK	Independent Agency/Broker	Retail	Multi Line
03/12/20	2020	Peter C. Foy & Associates Insurance Services, LLC	Maloney Associates Insurance	NH	Independent Agency/Broker	Retail	Multi Line
03/10/20	2020	Brown & Brown, Inc.	Assest of LP Insurance Services LLC	OH	Public Broker	Retail	P&C	Download
03/10/20	2020	Hub International Limited	Assets of Harris, Madden, Powell, Stallings & Brown, Inc.	TN	Independent Agency/Broker	Retail	Multi Line
03/10/20	2020	Integrity Marketing Group LLC	LifeSmart Senior Services	IL	Independent Agency/Broker	Wholesale	P&C
03/09/20	2020	ABRY Partners	National Automotive Experts, LLC	OH	Other Buyer	Retail	P&C
03/09/20	2020	Kaplansky Insurance Agency, Inc.	Pike Insurance Agency Inc.	MA	Independent Agency/Broker	Retail	Multi Line
03/06/20	2020	Brown & Brown, Inc.	Northeast Dealer Consultants, Inc.	NY	Public Broker	Retail	P&C
03/05/20	2020	Virtus LLC	First Line Insurance Services, Inc	CO	Independent Agency/Broker	Retail	P&C
03/04/20	2020	Hub International Limited	Linton & Associates LLC	NM	Independent Agency/Broker	Retail	Multi Line
03/04/20	2020	Risk Strategies Company, LLC	Atlas Insurance Management LLC	NC	Independent Agency/Broker	MGA	P&C	Download
03/03/20	2020	Alliant Insurance Services	Pend Oreille Insurance Services Inc.	ID	Independent Agency/Broker	Retail	EB & Consulting
03/03/20	2020	Hub International Limited	Barker-Uerlings Insurance, Inc.	OR	Independent Agency/Broker	Retail	Multi Line
03/03/20	2020	Integrity Marketing Group LLC	Taylor Financial and Insurance Services, Inc.	NV	Independent Agency/Broker	Retail	P&C
03/02/20	2020	Arthur J. Gallagher & Co.	CMS, LLC	NY	Public Broker	Wholesale	P&C
03/02/20	2020	Charlesbank Capital Partners, LLC	World Insurance Associates LLC	NJ	Other Buyer	Retail	Multi Line
03/02/20	2020	Trean Corporation	LCTA Risk Services, Inc.	MN	Insurance Company	MGA	P&C
03/02/20	2020	University Bancorp, Inc.	Arbor Insurance Agency Inc.	MI	Bank or Thrift	Retail	P&C
03/02/20	2020	USI Holdings Corporation	Full Service Insurance, Inc.	TN	Independent Agency/Broker	Retail	Multi Line	Download
03/01/20	2020	Acrisure, LLC	Undisclosed Insurance Agency	MI	Independent Agency/Broker	Retail	P&C
03/01/20	2020	Alera Group, Inc.	Georgetown Insurance Service Inc.	MD	Independent Agency/Broker	Retail	Multi Line
03/01/20	2020	BroadStreet Partners, Inc.	Book of Business	OK	Independent Agency/Broker	Retail	P&C
03/01/20	2020	BroadStreet Partners, Inc.	Certain Insurance Assets	CA	Independent Agency/Broker	Retail	P&C
03/01/20	2020	Hilb Group LLC	LifePlus Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	EB & Consulting
03/01/20	2020	Hub International Limited	Undisclosed Insurance Agency		Independent Agency/Broker	Retail	P&C
03/01/20	2020	Hutchinson-Traylor Insurance Agency	Webber & Associates Inc.	GA	Independent Agency/Broker	Retail	Multi Line
03/01/20	2020	Peter C. Foy & Associates Insurance Services, LLC	Ascela Partners, LLC	NJ	Independent Agency/Broker	Retail	EB & Consulting
03/01/20	2020	Peter C. Foy & Associates Insurance Services, LLC	Corona Insurance Agency, Inc.	CA	Independent Agency/Broker	Retail	Multi Line
03/01/20	2020	Peter C. Foy & Associates Insurance Services, LLC	Della Porta Group, Inc.	FL	Independent Agency/Broker	Retail	Multi Line
03/01/20	2020	Peter C. Foy & Associates Insurance Services, LLC	First Insurance Group Kentucky Inc	KY	Independent Agency/Broker	Retail	Multi Line
03/01/20	2020	Peter C. Foy & Associates Insurance Services, LLC	Security First Associated Agency, Inc.	MI	Independent Agency/Broker	Retail	Multi Line
03/01/20	2020	World Insurance Associates, LLC	Mazzotta Insurance Agency	RI	Independent Agency/Broker	Retail	Multi Line
03/01/20	2020	World Insurance Associates, LLC	TAB Insurance Agency LLC	TX	Independent Agency/Broker	Retail	Multi Line
02/27/20	2020	Hilb Group LLC	Certain assets of D. F. Dwyer & Associates LLC	RI	Independent Agency/Broker	Retail	P&C
02/26/20	2020	BroadStreet Partners, Inc.	Iron Mountain Insurance, LLC	AL	Independent Agency/Broker	Retail	Multi Line
02/25/20	2020	AssuredPartners, Inc.	Superior Benefits, Inc.	FL	Independent Agency/Broker	Retail	EB & Consulting
02/25/20	2020	Patriot Growth Insurance Services, LLC	Bagatta Associates, Inc.	NY	Independent Agency/Broker	Retail	Multi Line
02/24/20	2020	Trucept, Inc.	UWS Insurance Services Inc.	CA	Other Buyer	Retail	Multi Line
02/18/20	2020	USI Holdings Corporation	Forté Benefits	TX	Independent Agency/Broker	Retail	EB & Consulting
02/17/20	2020	Associated Insurance International Brokers Inc.	Surya Insurance Services LLC	NY	Independent Agency/Broker	Retail	P&C
02/13/20	2020	AssuredPartners, Inc.	Nevada West Business Insurance Agency Inc.	NV	Independent Agency/Broker	Retail	Multi Line
02/12/20	2020	Arthur J. Gallagher & Co.	John A Corp	IL	Public Broker	Retail	EB & Consulting
02/12/20	2020	DOXA Insurance Holdings LLC	Ultra Risk Advisors, Inc.	WA	Independent Agency/Broker	Wholesale	P&C
02/12/20	2020	Insurance Office of America	RDA Benefit Services, LLC	NJ	Independent Agency/Broker	Retail	EB & Consulting
02/11/20	2020	AXA S.A.	The McGowan Companies	OH	Insurance Company	MGA	P&C
02/11/20	2020	Hilb Group LLC	Regency Insurance Group, LLC	FL	Independent Agency/Broker	Retail	P&C
02/11/20	2020	Springer-Springer Insurance	Wayne Ferguson Agency	IN	Independent Agency/Broker	Retail	Multi Line
02/10/20	2020	AssuredPartners, Inc.	LMC Insurance & Risk Management, Inc.	IA	Independent Agency/Broker	Retail	Multi Line	Download
02/10/20	2020	USI Holdings Corporation	Orgill Singer & Associates, Inc	NV	Independent Agency/Broker	Retail	Multi Line
02/06/20	2020	Hub International Limited	TRA Insurance Service, Inc	PA	Independent Agency/Broker	Retail	Multi Line
02/05/20	2020	Hub International Limited	Kokkoris Corp.	NY	Independent Agency/Broker	Retail	P&C
02/04/20	2020	A. David Risman Insurance Agency, Inc.	T. F. Ward Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	Multi Line