Industry Transactions
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
<- If necessary, scroll to view table info ->
| Announced Date | Deal Year | Buyer | Seller | Seller Location | Buyer Type | Seller Type | Seller Line of Business | Press Release |
|---|---|---|---|---|---|---|---|---|
| 02/04/20 | 2020 | Andrew Agency, Inc. | A&R Associates, Ltd. | VA | Independent Agency/Broker | Retail | P&C | |
| 02/04/20 | 2020 | Insgroup, Inc. | substantially all of the assets of Harris F Underwood III Inc. | TX | Independent Agency/Broker | Retail | P&C | |
| 02/03/20 | 2020 | M3 Insurance | Rudnik Surety, Inc. | MI | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | Acrisure, LLC | Alternative Risk Solutions, LLC | CA | Independent Agency/Broker | Wholesale | P&C | |
| 02/01/20 | 2020 | Acrisure, LLC | Founders Professional, LLC | FL | Independent Agency/Broker | Wholesale | P&C | |
| 02/01/20 | 2020 | Acrisure, LLC | Mature Health Services, Inc. / H&S Insurance Services, Inc. | IL | Independent Agency/Broker | Retail | EB & Consulting | |
| 02/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | PA | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | TX | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | IL | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance Agency | NJ | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance Agency | FL | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | Baldwin Risk Partners | substantially all assets of AgencyRM, LLC | TX | Public Broker | Retail | EB & Consulting | |
| 02/01/20 | 2020 | Baldwin Risk Partners | substantially all assets of VibrantUSA Inc. | TX | Public Broker | Retail | EB & Consulting | |
| 02/01/20 | 2020 | BroadStreet Partners, Inc. | Book of Business | NE | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | AL | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | BroadStreet Partners, Inc. | Certain Insurance Assets | FL | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | CBIZ, Inc. | Alliance Insurance Services, Inc. | DC | Public Broker | Retail | P&C | |
| 02/01/20 | 2020 | Hutchinson-Traylor Insurance Agency | Insurance Group of the Southeast LLC | GA | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | World Insurance Associates, LLC | Lewis-Chester Associates, Inc. | NJ | Independent Agency/Broker | Retail | Multi Line | |
| 02/01/20 | 2020 | World Insurance Associates, LLC | Virginia Insurance Partners | VA | Independent Agency/Broker | Retail | Multi Line | |
| 01/31/20 | 2020 | Marsh & McLennan Companies, Inc. | Momentous Insurance Brokerage, Inc. | CA | Public Broker | Retail | EB & Consulting | |
| 01/30/20 | 2020 | FBinsure, LLC | Nimiroski Insurance Agency, Inc. | MA | Bank or Thrift | Retail | Multi Line | |
| 01/28/20 | 2020 | Arthur J. Gallagher & Co. | Hanover Excess and Surplus, Inc. | NC | Public Broker | MGA | P&C | |
| 01/28/20 | 2020 | Hilb Group LLC | Group Brokerage Insurance Agency, LLC | MA | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/28/20 | 2020 | Inszone Insurance Services, Inc. | Access Avenue Insurance, inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 01/28/20 | 2020 | Patriot Growth Insurance Services, LLC | Newbridge Coverage Corporation | NY | Independent Agency/Broker | Retail | Multi Line | |
| 01/27/20 | 2020 | DigitalBGA | FEGLI Exchange Program | CA | Other Buyer | Retail | EB & Consulting | |
| 01/23/20 | 2020 | AssuredPartners, Inc. | Lundstrom Insurance Agency, Inc. | IL | Independent Agency/Broker | Retail | Multi Line | |
| 01/22/20 | 2020 | Higginbotham & Associates, Inc. | Galiot Insurance Services, Inc | TX | Independent Agency/Broker | Retail | P&C | |
| 01/22/20 | 2020 | Hilb Group LLC | Martens-Johnson Insurance Agency Inc. | MD | Independent Agency/Broker | Retail | P&C | |
| 01/22/20 | 2020 | Inszone Insurance Services, Inc. | Brumfield & Peters Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 01/21/20 | 2020 | AssuredPartners, Inc. | Corkill Insurance Agency, Inc. | IL | Independent Agency/Broker | Retail | Multi Line | |
| 01/21/20 | 2020 | Hilb Group LLC | BR Vital Brokerage Inc. | NY | Independent Agency/Broker | Retail | P&C | |
| 01/21/20 | 2020 | NFP Corp. | Koty-Leavitt Insurance Agency, Inc. | UT | Independent Agency/Broker | Retail | P&C | |
| 01/21/20 | 2020 | Patriot Growth Insurance Services, LLC | Solomon & Solomon | CA | Independent Agency/Broker | Retail | Multi Line | |
| 01/17/20 | 2020 | Brown & Brown, Inc. | All Risk General Ageny, Inc. | TX | Public Broker | MGA | P&C | |
| 01/16/20 | 2020 | Marsh & McLennan Companies, Inc. | Ironwood Insurance Services, LLC | GA | Public Broker | Retail | Multi Line | |
| 01/15/20 | 2020 | A. David Risman Insurance Agency, Inc. | Phil Richard Insurance Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 01/15/20 | 2020 | Dacotah Banks, Inc. | Assets of the Stohr Insurance Agency | SD | Bank or Thrift | Retail | P&C | |
| 01/14/20 | 2020 | Risk Strategies Company, LLC | Academic Healthplans Inc. | TX | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/14/20 | 2020 | Risk Strategies Company, LLC | Vista Underwriting Partners, LLC | PA | Independent Agency/Broker | MGA | P&C | |
| 01/13/20 | 2020 | Digital Insurance, Inc. | Kistler Tiffany Benefits Co. | PA | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/10/20 | 2020 | AssuredPartners, Inc. | The Jordan Insurance Group, LLC | MD | Independent Agency/Broker | Retail | Multi Line | |
| 01/10/20 | 2020 | Valenti Trobec Chandler, Inc. | Gates Insurance Agency LLC | MI | Independent Agency/Broker | Retail | P&C | |
| 01/09/20 | 2020 | Acrisure, LLC | Newkirk, Dennis & Buckles, Inc. | KS | Independent Agency/Broker | Retail | P&C | |
| 01/09/20 | 2020 | AmeriLife Group, L.L.C. | Stephens-Matthews Marketing, Inc. | OH | Independent Agency/Broker | Retail | P&C | |
| 01/09/20 | 2020 | Charter Oak Financial, Inc. | MassMutual Greater Long Island / MassMutual Greater Hudson | NY | Other Buyer | Retail | Multi Line | |
| 01/09/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Kern Insurance Associates Inc. / Eagle West Premier Insurance | CA | Independent Agency/Broker | Retail | P&C | |
| 01/09/20 | 2020 | Risk Strategies Company, LLC | Unirisc, Inc. | VA | Independent Agency/Broker | Retail | P&C | Download |
| 01/08/20 | 2020 | Craven House Capital Plc | IIU, Inc. | VA | Other Buyer | Retail | P&C | |
| 01/08/20 | 2020 | Hub International Limited | Briargate Insurance Services Inc. | IL | Independent Agency/Broker | Retail | Multi Line | |
| 01/07/20 | 2020 | Acrisure, LLC | Risk & Insurance Consulting Services, LLC | GA | Independent Agency/Broker | Retail | Multi Line | |
| 01/07/20 | 2020 | Investor Group | AmeriLife Group, LLC | FL | Other Buyer | Retail | EB & Consulting | Download |
| 01/07/20 | 2020 | Massachusetts Mutual Life Insurance Company | MassMutual Southeast Coast/MassMutual South Florida | FL | Insurance Company | MGA | EB & Consulting | |
| 01/07/20 | 2020 | Relation Insurance, Inc. | Taylor & Associates Benefits Services LLC | CA | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/07/20 | 2020 | Westpoint Financial Group, Inc. | Hoopis Group, LLC/MassMutual Illinois/MassMutual Chicago | IL | Independent Agency/Broker | Retail | Multi Line | |
| 01/06/20 | 2020 | Hub International Limited | Cranbrook Bloomfield Insurance Agency LLC | MI | Independent Agency/Broker | Retail | Multi Line | |
| 01/05/20 | 2020 | Stahl & Associates Insurance, Inc. | Connolly Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 01/02/20 | 2020 | Arthur J. Gallagher & Co. | Walsdorf Agency, Inc. | NY | Public Broker | Retail | P&C | |
| 01/02/20 | 2020 | Evans Bancorp, Inc. | Benefit Brokers of WNY, LLC | NY | Bank or Thrift | Retail | EB & Consulting | |
| 01/02/20 | 2020 | Peel & Holland Financial Group | Riddle Insurance, LLC | KY | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance Agency | MA | Independent Agency/Broker | Retail | P&C | |
| 01/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance Agency | KS | Independent Agency/Broker | Retail | P&C | |
| 01/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance Agency | MI | Independent Agency/Broker | Retail | P&C | |
| 01/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance Agency | MI | Independent Agency/Broker | Retail | P&C | |
| 01/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance Agency | MI | Independent Agency/Broker | Retail | P&C | |
| 01/01/20 | 2020 | Alera Group, Inc. | AMCORP, Inc. | TX | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/01/20 | 2020 | Alera Group, Inc. | Sylvia & Company Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/20 | 2020 | Alera Group, Inc. | Undisclosed Insurance Agency | WA | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/01/20 | 2020 | Bankers Insurance, LLC | Lee-Curtis Insurance Service, Inc. | VA | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | CO | Independent Agency/Broker | Retail | P&C | |
| 01/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | OH | Independent Agency/Broker | Retail | P&C | |
| 01/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | WV | Independent Agency/Broker | Retail | P&C | |
| 01/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | OH | Independent Agency/Broker | Retail | P&C | |
| 01/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | TN | Independent Agency/Broker | Retail | P&C | |
| 01/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | MI | Independent Agency/Broker | Retail | P&C | |
| 01/01/20 | 2020 | BroadStreet Partners, Inc. | Undisclosed insurance agency | WA | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/01/20 | 2020 | BroadStreet Partners, Inc. | Undisclosed insurance agency | WV | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/20 | 2020 | BroadStreet Partners, Inc. | Undisclosed insurance agency | MI | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/20 | 2020 | BroadStreet Partners, Inc. | Undisclosed insurance agency | IL | Independent Agency/Broker | Retail | P&C | |
| 01/01/20 | 2020 | IMA Financial Group, Inc. | Colorado Insurance Advisors, LLC | CO | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/20 | 2020 | Independence Holding Company | Abacus Group, LLC | TN | Insurance Company | MGA | P&C | |
| 01/01/20 | 2020 | M3 Insurance | Hierl Insurance | WI | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/20 | 2020 | Medical Mutual of Ohio | Bravo Wellness, LLC | OH | Insurance Company | Retail | EB & Consulting | |
| 01/01/20 | 2020 | Patriot Growth Insurance Services, LLC | PDCM Insurance Inc. | IA | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/20 | 2020 | Peoples Bancorp, Inc. | Undisclosed insurance agency | Bank or Thrift | Retail | P&C | ||
| 01/01/20 | 2020 | Rogers & Gray Insurance Agency, Incorporated | GH Dunn Insurance Agency Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/20 | 2020 | Worldwide Facilities, Inc. | Keating Boston Operation | CA | Independent Agency/Broker | Wholesale | P&C | |
| 12/31/19 | 2019 | Hilb Group LLC | Undisclosed insurance agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/19 | 2019 | Hub International Limited | Cranbrook Bloomfield Insurance Agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/19 | 2019 | Risk Strategies Company, LLC | Transport Risk Management | CO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/19 | 2019 | Risk Strategies Company, LLC | Undisclosed Insurance Agency | VA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/27/19 | 2019 | BNG Holdings Inc. | OnPoint Insurance Services, LLC | ND | Other Buyer | Retail | P&C | |
| 12/23/19 | 2019 | AssuredPartners, Inc. | First Service Insurance Agents & Brokers, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/18/19 | 2019 | High Street Insurance Partners, LLC | InPro Insurance Group, Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/17/19 | 2019 | Baldwin Risk Partners | All assets of Lanier Upshaw Inc. | FL | Public Broker | Retail | Multi Line | |
| 12/17/19 | 2019 | Baldwin Risk Partners | Highland Risk Services LLC | IL | Public Broker | MGA | P&C | |
| 12/17/19 | 2019 | Brown & Brown, Inc. | All of the assets of Insurance Management Group Inc. | SC | Public Broker | Retail | Multi Line | |
| 12/17/19 | 2019 | Hilb Group LLC | Kerr-Boswell, Inc. | VA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/17/19 | 2019 | Inszone Insurance Services, Inc. | James Swiniuch Agency, Inc. | AZ | Independent Agency/Broker | Retail | P&C | |
| 12/12/19 | 2019 | Acrisure, LLC | Undisclosed Insurance Agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/11/19 | 2019 | NFP Corp. | Progressive Benefits Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/10/19 | 2019 | Hub International Limited | Book of business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 12/10/19 | 2019 | Risk Strategies Company, LLC | Gowrie Barden & Brett Inc./Maritime Program Group Inc. | CT | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 12/05/19 | 2019 | Hub International Limited | Blair Jarcik Insurance Agency Inc | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/05/19 | 2019 | MetLife, Inc. | PetFirst Healthcare, LLC. | IN | Insurance Company | MGA | P&C | |
| 12/04/19 | 2019 | Hub International Limited | SilverStone Group, Inc. | NE | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/04/19 | 2019 | iA Financial Corporation | IAS Parent Holdings Inc. | TX | Insurance Company | Wholesale | P&C | |
| 12/04/19 | 2019 | Worldwide Facilities, Inc. | Risk Management Advisory Group | FL | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 12/03/19 | 2019 | Alliant Insurance Services | Buck & Affiliates Insurance, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/03/19 | 2019 | Arthur J. Gallagher & Co. | Pacific Northwest Marine book of business | Public Broker | Retail | Multi Line | ||
| 12/03/19 | 2019 | Hub International Limited | Hamman, Miller Beauchamp, Deeble, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/02/19 | 2019 | Acrisure, LLC | Cornerstone Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/19 | 2019 | Acrisure, LLC | Undisclosed insurance agency | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/19 | 2019 | Acrisure, LLC | Undisclosed insurance agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/19 | 2019 | Acrisure, LLC | Undisclosed Insurance agency | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/19 | 2019 | Alera Group, Inc. | West Texas Insurance Exchange Inc | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/19 | 2019 | Heffernan Insurance Brokers | Henderson Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/19 | 2019 | Hilb Group LLC | Wickford Insurance Agency, Inc. | RI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/19 | 2019 | NFP Corp. | LFG Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/19 | 2019 | Risk Strategies Company, LLC | Weaver Bros. Insurance Associates, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/19 | 2019 | S&R Insurance LLC | Three insurance agencies | MO | Independent Agency/Broker | Retail | Multi Line | |
| 12/01/19 | 2019 | World Insurance Associates, LLC | Dunhour Agency, Inc. | NJ | Independent Agency/Broker | Retail | Multi Line | |
| 11/26/19 | 2019 | Patriot Growth Insurance Services, LLC | Shapiro Insurance Group, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/25/19 | 2019 | AssuredPartners, Inc. | Surety Insurance Solutions, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/23/19 | 2019 | Northwest Bank | Sundahl & Co., Inc. | PA | Bank or Thrift | Retail | Multi Line | |
| 11/22/19 | 2019 | AssuredPartners, Inc. | Mack, Mack & Waltz Insurance Group, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/22/19 | 2019 | AssuredPartners, Inc. | Star & Shield Insurance Services LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/21/19 | 2019 | Digital Insurance, Inc. | Ohio Benefits and Insurance Group | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/21/19 | 2019 | MRI Software LLC | Multifamily Insurance Partners, LLC | OH | Other Buyer | Retail | P&C | |
| 11/20/19 | 2019 | AmWINS Group | Book of business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 11/20/19 | 2019 | Aon Corporation | CoverWallet, Inc. | NY | Public Broker | Retail | Multi Line | |
| 11/20/19 | 2019 | Hub International Limited | JW Retirement Group | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/20/19 | 2019 | Integrity Marketing Group LLC | Senior Solutions | NE | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/19/19 | 2019 | Hilb Group LLC | Employee Benefit Advisors Of The Carolinas, LLC | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/19/19 | 2019 | Risk Strategies Company, LLC | Thomas Mcgee L.C. | MO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/18/19 | 2019 | Johnson Financial Group, Inc. | Financial Life Cycles Inc. | WI | Bank or Thrift | Retail | Multi Line | |
| 11/15/19 | 2019 | USI Holdings Corporation | Marcotte Insurance Agency, Inc. | NE | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/14/19 | 2019 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/14/19 | 2019 | Cross Insurance | Fair & Yeager Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 11/13/19 | 2019 | First Mid Bancshares, Inc. | Gentry-Couch, Inc. | IL | Bank or Thrift | Retail | Multi Line | |
| 11/12/19 | 2019 | Alera Group, Inc. | Capital Region Benefits | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/12/19 | 2019 | Inszone Insurance Services, Inc. | Jones-Wilson Insurance & Investments, Inc. | AZ | Independent Agency/Broker | Retail | Multi Line | |
| 11/12/19 | 2019 | PointeNorth Insurance Group, LLC | Berger & O'Neal Insurance/Holmes-Shaw | GA | Independent Agency/Broker | Retail | Multi Line | |
| 11/12/19 | 2019 | Risk Strategies Company, LLC | Zito Insurance Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/11/19 | 2019 | USI Holdings Corporation | Alfred J. Davis Company Inc. | OR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/08/19 | 2019 | Acrisure, LLC | Undisclosed Insurance Agency | VT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/08/19 | 2019 | McDermott-Costa Co. Inc. | A.B. Stevenson Co. Insurance Brokerage | CA | Independent Agency/Broker | Retail | Multi Line | |
| 11/07/19 | 2019 | Integrity Marketing Group LLC | North American Senior Benefits, LLC | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/06/19 | 2019 | Alera Group, Inc. | HR inTune | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/06/19 | 2019 | Arthur J. Gallagher & Co. | The EHE Group, LLC dba BonusDrive | TX | Public Broker | Retail | EB & Consulting | |
| 11/06/19 | 2019 | Hub International Limited | Marine book of business | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/05/19 | 2019 | Hub International Limited | Newsura Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/05/19 | 2019 | Relation Insurance, Inc. | S.T. Good Insurance, Inc. | DE | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/04/19 | 2019 | Hub International Limited | Stevens-Dell & Associates Insurance, Inc. | AR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/01/19 | 2019 | Acrisure, LLC | Exceptional Risk Advisors, LLC | NJ | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 11/01/19 | 2019 | Acrisure, LLC | Folan Agency Ltd. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/01/19 | 2019 | Acrisure, LLC | Undisclosed Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/01/19 | 2019 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/01/19 | 2019 | Acrisure, LLC | Undisclosed insurance agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | Acrisure, LLC | Undisclosed insurance agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | Acrisure, LLC | Undisclosed insurance agency | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | Acrisure, LLC | Undisclosed Insurance Agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | Alera Group, Inc. | Healthcare Liability Insurance Book | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 11/01/19 | 2019 | Alera Group, Inc. | Undisclosed Third Party Administrator | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/01/19 | 2019 | BroadStreet Partners, Inc. | Book of business | MN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/01/19 | 2019 | BroadStreet Partners, Inc. | Certain insurance assets | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | BroadStreet Partners, Inc. | Certain insurance assets | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | BroadStreet Partners, Inc. | Certain insurance assets | AR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | BroadStreet Partners, Inc. | Certain insurance assets | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | BroadStreet Partners, Inc. | Certain insurance assets | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | BroadStreet Partners, Inc. | Independent Agency in Texas | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | Element Risk Management | Barnes & Phillips Insurance & Financial Services /Crawford Insurance Company/Brenner Insurance | GA | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/19 | 2019 | Hilb Group LLC | Gould & Naimoli Partners LLC | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | Hilb Group LLC | Ivy West Insurance Agency Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Landmark Insurance Associates, Inc | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/01/19 | 2019 | Spire Risk Management, LLC | EBS Employee Benefit Services, Inc | TX | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/01/19 | 2019 | World Insurance Associates, LLC | J & S Risk Planning Group, LLC | NY | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/19 | 2019 | World Insurance Associates, LLC | McMillan Insurance Group | TX | Independent Agency/Broker | Retail | P&C | |
| 11/01/19 | 2019 | World Insurance Associates, LLC | Undisclosed insurance broker | NY | Independent Agency/Broker | Retail | P&C | |
| 10/31/19 | 2019 | AccuRisk Solutions LLC | M-D Underwriting Services, Inc. | TN | Independent Agency/Broker | MGA | P&C | |
| 10/31/19 | 2019 | Marsh & McLennan Companies, Inc. | Benefits Reports Insurance Services, Inc | MA | Public Broker | Retail | EB & Consulting | |
| 10/31/19 | 2019 | Seeman Holtz Property and Casualty, Inc. | Tailored Solutions KB Development, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 10/30/19 | 2019 | Integrity Marketing Group LLC | Great American Legacy, Inc. | IA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/30/19 | 2019 | The Carlyle Group | The Hilb Group, LLC | VA | Other Buyer | Retail | Multi Line | |
| 10/29/19 | 2019 | Risk Strategies Company, LLC | Dash & Love, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/25/19 | 2019 | Seeman Holtz Property and Casualty, Inc. | GIA Insurance Agency, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/23/19 | 2019 | Arch Capital Group Ltd. | Bonding & Insurance Specialists Agency, Inc | IL | Insurance Company | MGA | P&C | |
| 10/23/19 | 2019 | Digital Insurance, Inc. | HealthPointe Insurance Services LLC | AR | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/23/19 | 2019 | SSL Endeavour Limited | WorldLink Holdings, LLC | TX | Independent Agency/Broker | MGA | P&C | |
| 10/22/19 | 2019 | Integrity Marketing Group LLC | Your Insurance Group, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/21/19 | 2019 | USI Holdings Corporation | Scheetz & Hogan Insurance Agency, Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/18/19 | 2019 | Brown & Brown, Inc. | Roper Insurance & Financial Services, Inc. | CO | Public Broker | Retail | EB & Consulting | |
| 10/17/19 | 2019 | Davies Group Limited | Alternative Service Concepts, LLC | TN | Other Buyer | Retail | Multi Line | |
| 10/15/19 | 2019 | EPIC (Edgewood Partners Insurance Center) | Prime Risk Partners, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/15/19 | 2019 | Integrity Marketing Group LLC | Family First Life, LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | P&C |
