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 |
|---|---|---|---|---|---|---|---|---|
| 02/21/19 | 2019 | Evraz Plc | Ideal Adjusting, Inc. | TX | Other Buyer | Retail | P&C | |
| 02/21/19 | 2019 | GTCR LLC | Assured Partners, Inc. | FL | Other Buyer | Retail | Multi Line | |
| 02/20/19 | 2019 | Preservation Capital Partners, LLC | Cove Programs | CA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 02/19/19 | 2019 | C&S Insurance Agency, Inc. | Francis M. Walley Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 02/19/19 | 2019 | Integrity Marketing Group LLC | Senior Select Insurance Group, LLC | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/18/19 | 2019 | Brown's Insurance Agency, Inc. | Paramount Insurance Agency, Inc. | VA | Independent Agency/Broker | Retail | P&C | |
| 02/18/19 | 2019 | Patriot Growth Insurance Services, LLC | Ahern Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/18/19 | 2019 | Patriot Growth Insurance Services, LLC | Copeland Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/18/19 | 2019 | Patriot Growth Insurance Services, LLC | Mission Benefits, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/18/19 | 2019 | Patriot Growth Insurance Services, LLC | Scarborough Insurance Agency, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/18/19 | 2019 | SSM Insurance Services, Inc. | Advanced Benefits & Insurance Marketing Corp. | CA | Independent Agency/Broker | Retail | EB & Consulting | |
| 02/15/19 | 2019 | AssuredPartners, Inc. | Tolman & Wilker Insurance Services, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/15/19 | 2019 | Brown & Brown, Inc. | Donald P. Pipino Company, LTD | OH | Public Broker | MGA | P&C | |
| 02/15/19 | 2019 | Ryan Specialty Group, LLC | Myron F. Steves Company | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | Multi Line | |
| 02/14/19 | 2019 | Digital Insurance, Inc. | Veritas Risk Services | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/12/19 | 2019 | Arthur J. Gallagher & Co. | Surety Solutions, LLC/Agency Multiplied, Inc. | OR | Public Broker | Retail | P&C | |
| 02/12/19 | 2019 | Brown & Brown, Inc. | Smith Insurance Associates, Inc. | PA | Public Broker | Retail | Multi Line | |
| 02/12/19 | 2019 | California Insurance Specialists | Wm K Lyons Agencys Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 02/12/19 | 2019 | Patriot Growth Insurance Services, LLC | Turner Insurance & Bonding Company | AL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/12/19 | 2019 | Ryan Specialty Group, LLC | International Specialty Insurances Inc.. | NC | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 02/12/19 | 2019 | USI Holdings Corporation | U.S. Risk Insurance Groups LLC. | TX | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 02/11/19 | 2019 | Ryan Specialty Group, LLC | Westphalen Insurance Services Inc. | OK | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 02/07/19 | 2019 | AssuredPartners, Inc. | Hardy Aviation Insurance, Inc. | KS | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/06/19 | 2019 | Brown & Brown, Inc. | Lambert, Riddle, Schimmel & Company, LLLP | VA | Public Broker | Retail | Multi Line | |
| 02/06/19 | 2019 | Hub International Limited | Motorsports Book Of Business | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/06/19 | 2019 | Reliance Global Group, Inc. | Southwestern Montana Financial Center, Inc. | MT | Other Buyer | Retail | EB & Consulting | |
| 02/06/19 | 2019 | T.W. Cooper Insurance, LLC | Smale Stover Insurance, Inc. | PA | Independent Agency/Broker | Retail | Multi Line | |
| 02/05/19 | 2019 | AmeriLife Group, L.L.C. | Rawlings Insurance Services Inc. | TX | Independent Agency/Broker | Retail | P&C | |
| 02/05/19 | 2019 | AssuredPartners, Inc. | Francis Hall Insurance Services | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/04/19 | 2019 | EPIC (Edgewood Partners Insurance Center) | Integro Ltd. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/04/19 | 2019 | Hub International Limited | Assets of US Insurance Source, LLC and its certain affiliates | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/04/19 | 2019 | USI Holdings Corporation | GFI Insurance Brokerage, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/03/19 | 2019 | Private Investor- Kimberly Cunningham | Bob Snyder Insurance Agency, LLC | CO | Other Buyer | Retail | EB & Consulting | |
| 02/01/19 | 2019 | Acrisure, LLC | Undisclosed insurance agency | WI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/01/19 | 2019 | Acrisure, LLC | Undisclosed insurance agency | WI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/01/19 | 2019 | Acrisure, LLC | Undisclosed insurance agency | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/01/19 | 2019 | Acrisure, LLC | Undisclosed insurance agency | MN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/01/19 | 2019 | Alera Group, Inc. | Broad Reach Benefits, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/01/19 | 2019 | Alera Group, Inc. | Whipple & Company, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/01/19 | 2019 | BroadStreet Partners, Inc. | Certain insurance Assets | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/01/19 | 2019 | BroadStreet Partners, Inc. | Certain insurance Assets | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/01/19 | 2019 | BroadStreet Partners, Inc. | Certain insurance Assets | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/01/19 | 2019 | Hub International Limited | Fortenberry Menamara LLC | MS | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/01/19 | 2019 | McGowan Companies | Edgewater Holdings Ltd | IL | Independent Agency/Broker | MGA | P&C | |
| 02/01/19 | 2019 | Relation Insurance, Inc. | J. Deutsch Assocates, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/01/19 | 2019 | Spectrum Insurance Group, LLC | John Killey Insurance Agency, Inc. | WI | Independent Agency/Broker | Retail | Multi Line | |
| 02/01/19 | 2019 | Texan Insurance | Rendon Insurance Group, LLC | TX | Independent Agency/Broker | Retail | P&C | |
| 02/01/19 | 2019 | World Insurance Associates, LLC | KK Insurance Agency Inc. | NJ | Independent Agency/Broker | Retail | P&C | |
| 01/31/19 | 2019 | Acrisure, LLC | HNI Risk Services Inc. | WI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/31/19 | 2019 | Assicurazioni Generali SpA | Tripe Mate, Inc. a division of Gallagher | MO | Independent Agency/Broker | MGA | P&C | |
| 01/31/19 | 2019 | Oberle Risk Strategies, LLC | Clark-Lami-Hembree, Inc. | MO | Independent Agency/Broker | Retail | Multi Line | |
| 01/31/19 | 2019 | Private Investor - Ben Cade | Crow River Insurance Agency, Inc. | MN | Other Buyer | Retail | Multi Line | |
| 01/31/19 | 2019 | Private Investor - Michael Aktinson | Hammer Insurance Agency, Inc. | VA | Other Buyer | Retail | Multi Line | |
| 01/31/19 | 2019 | Private Investors - Kelly O’Donnell & Casey Bouska | V&V Insurance Agency, Inc. | IA | Other Buyer | Retail | Multi Line | |
| 01/31/19 | 2019 | Trusted Insurance Agency, Inc. | Mark E. Lanigan and Associates, Inc. | MN | Independent Agency/Broker | Retail | Multi Line | |
| 01/30/19 | 2019 | Winged Keel Group, LLC | BCG Companies, LLC | VA | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/29/19 | 2019 | Arthur J. Gallagher & Co. | Chapman Group, Inc. | LA | Public Broker | Retail | Multi Line | |
| 01/28/19 | 2019 | Arlington/roe & Co., Inc. | W. Schmidt And Company LLC | WI | Independent Agency/Broker | Wholesale | P&C | |
| 01/28/19 | 2019 | Arthur J. Gallagher & Co. | Advantage Insurance Services, LLC/AMZ Financial Services, LLC | IA | Public Broker | Wholesale | EB & Consulting | |
| 01/24/19 | 2019 | Amity Insurance Agency, Inc. | Insurance agency business | Independent Agency/Broker | Retail | P&C | ||
| 01/24/19 | 2019 | Ryan Specialty Group, LLC | Boston Insurance Specialists, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 01/23/19 | 2019 | Ensurise LLC | Property & casualty insurance brokerage operations | Independent Agency/Broker | Retail | P&C | ||
| 01/23/19 | 2019 | State Bankshares, Inc. | Warner & Company | ND | Bank or Thrift | Retail | Multi Line | |
| 01/22/19 | 2019 | K2 Insurance Services, LLC | Mid-America Risk Managers, Inc. | NE | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 01/22/19 | 2019 | Marsh & McLennan Companies, Inc. | Bouchard Insurance,Inc | FL | Public Broker | Retail | Multi Line | |
| 01/22/19 | 2019 | Summit Partners, L.P. | Patriot Growth Insurance Services | PA | Independent Agency/Broker | Retail | Multi Line | |
| 01/21/19 | 2019 | Berends Hendricks Stuit Insurance Agency, Inc. | Preferred Benefits, Inc. | MI | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/21/19 | 2019 | Diversified Insurance Industries, Inc. | McQuade Consulting, LLC | MD | Independent Agency/Broker | Retail | Multi Line | |
| 01/18/19 | 2019 | Arthur J. Gallagher & Co. | Interstate Insurance Underwriters, LLC | LA | Public Broker | MGA | P&C | |
| 01/18/19 | 2019 | AssuredPartners, Inc. | Langley Agency, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/17/19 | 2019 | XPT Group LLC | SVA Underwriting Services, Inc. | NY | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 01/16/19 | 2019 | Brown & Brown, Inc. | Izzo Insurance Services, Inc. | IL | Public Broker | Wholesale | P&C | |
| 01/16/19 | 2019 | Digital Insurance, Inc. | Boston Commonwealth Advantage, LLC | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/16/19 | 2019 | Johnson & Johnson, Inc. | Strickland General Agency Of LA, Inc. | LA | Independent Agency/Broker | MGA | Multi Line | |
| 01/16/19 | 2019 | Kaplansky Insurance Agency, Inc. | KW Insurance Agency, LLC | MA | Independent Agency/Broker | Retail | P&C | |
| 01/14/19 | 2019 | AmWINS Group | Flood Insurance Agency, Inc. | FL | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 01/14/19 | 2019 | CAI Insurance | Albers Insurance Agency | OH | Independent Agency/Broker | Retail | Multi Line | |
| 01/14/19 | 2019 | Cross Insurance | DiMatteo Group | CT | Independent Agency/Broker | Retail | Multi Line | |
| 01/14/19 | 2019 | Hay Insurance Agency, Inc. | Kiddoo Insurance Agency | CA | Independent Agency/Broker | Retail | Multi Line | |
| 01/12/19 | 2019 | Prime Risk Partners, Inc. | Mayerstein-Burnell Co., Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/11/19 | 2019 | The Amynta Group | Beacon Aviation Servicees Inc. | FL | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 01/10/19 | 2019 | Arthur J. Gallagher & Co. | Complete Benefit Alliance, LLC | AL | Public Broker | Wholesale | EB & Consulting | |
| 01/10/19 | 2019 | Digital Insurance, Inc. | Alpha Group Agency Inc | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/10/19 | 2019 | Seeman Holtz Property and Casualty, Inc. | Dickenshied Cravillion Insurance Services Inc. | WI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/10/19 | 2019 | Valley Insurance Agency Alliance, LLC | Auffenberg Insurance Services | IL | Independent Agency/Broker | Retail | Multi Line | |
| 01/09/19 | 2019 | Hub International Limited | Sheridan Road Advisors, LLC | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/09/19 | 2019 | Integrity Marketing Group LLC | Eldercare Insurance Services, Inc | AR | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/09/19 | 2019 | Simplicity Group Holdings, Inc. | Davis Life & Annuity | IA | Independent Agency/Broker | Wholesale | EB & Consulting | |
| 01/08/19 | 2019 | Arthur J. Gallagher & Co. | First Agency, Inc. | MI | Public Broker | MGA | P&C | |
| 01/08/19 | 2019 | Digital Insurance, Inc. | Cherry Creek Benefits, LLC | CO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/07/19 | 2019 | AssuredPartners, Inc. | Airpower Insurance, LLC | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/07/19 | 2019 | AssuredPartners, Inc. | AirSouth Insurance, Inc. | AL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/07/19 | 2019 | AssuredPartners, Inc. | Weber Aviation Insurance Services, Inc. | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/07/19 | 2019 | Hub International Limited | Rubin Group, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/07/19 | 2019 | Seeman Holtz Property and Casualty, Inc. | Professional Medical Insurance Services, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/04/19 | 2019 | The Amynta Group | ClearView Risk Holdings, LLC | TX | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 01/03/19 | 2019 | Integrity Marketing Group LLC | NEAT Management Group | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 01/03/19 | 2019 | Integrity Marketing Group LLC | Tidewater Management Group, LLC | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/02/19 | 2019 | Peoples Bancorp, Inc. | Bartlett, Griffin & Vermilye, Inc. | MD | Bank or Thrift | Retail | Multi Line | |
| 01/02/19 | 2019 | Safety National Casualty Corp. | Midlands Management Corporation | OK | Insurance Company | MGA | P&C | |
| 01/01/19 | 2019 | Acrisure, LLC | Undisclosed insurance agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/01/19 | 2019 | Acrisure, LLC | Undisclosed insurance agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/01/19 | 2019 | BroadStreet Partners, Inc. | Certain insurance Assets | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/19 | 2019 | BroadStreet Partners, Inc. | Certain insurance Assets | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/19 | 2019 | BroadStreet Partners, Inc. | Partners Ellis-Edson-Beaudry-Barre&T Chubb Inc | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/01/19 | 2019 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency | NV | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/01/19 | 2019 | Colby Insurance Group, Inc. | Odell Insurance Agency, Inc. | VT | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/19 | 2019 | Cote Agency, Inc. | Schuylerville Insurance Agency | NY | Independent Agency/Broker | Retail | P&C | |
| 01/01/19 | 2019 | Gloron Agency, Inc. | Solutions Insurance & Financial Services LLC | NJ | Independent Agency/Broker | Retail | P&C | |
| 01/01/19 | 2019 | Hamilton Insurance Group, Inc. | A.O. Wing Insurance Agency, Inc. | OH | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/19 | 2019 | Hilb Group LLC | D'Camera Group, LLC | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/19 | 2019 | Lawley Insurance | Rhoe B. Henderson Agency, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/19 | 2019 | Mountain State Insurance Agency, Inc. | Ted V. Kluemper Insurance Agency, Inc. | WV | Independent Agency/Broker | Retail | P&C | |
| 01/01/19 | 2019 | Nationwide Mutual Insurance Company | E-Risk Services LLC | NJ | Insurance Company | MGA | P&C | |
| 01/01/19 | 2019 | NorthBridge Insurance Agency, Inc. | N.P. James Insurance Agency | MA | Independent Agency/Broker | Retail | P&C | |
| 01/01/19 | 2019 | Paragon Insurance Holdings, LLC | Argo Landscape Contracting program | CA | Independent Agency/Broker | MGA | P&C | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Alliance Insurance Group LLC | AL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Benefits Alliance Insurance Services, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | BenefitsTexas, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Bridgeport Benefits, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | California Corporate Benefits Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Campbell Petrie, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Churchill & Associates Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Corporate Benefit Marketing, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Creative Group Benefits | MS | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | HGS Insurance Services Inc. | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | ||
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Innovative Cost Management Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Intrepid Benefits Inc./Intrepid Solutions Insurance Services Inc./Intrepid | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | ||
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Maniaci Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | SSM Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Stefanick Insurance Services, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Style, Vincent & Associates Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | TRUE Network Advisors | AL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Patriot Growth Insurance Services, LLC | Voluntary Benefit Specialists, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/19 | 2019 | Rich and Cartmill, Inc. | Webb Young & Webb, Inc. | OK | Independent Agency/Broker | Retail | P&C | |
| 01/01/19 | 2019 | Risk Strategies Company, LLC | United Health Actuarial Services, Inc. | IN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 01/01/19 | 2019 | Robertson Ryan & Associates, Inc. | Riordan & Scully Insurance Service, LLC | IL | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/19 | 2019 | TowneBank | Straus, Itzkowitz & LeCompte Insurance Agency Inc. | VA | Bank or Thrift | Retail | Multi Line | |
| 01/01/19 | 2019 | World Insurance Associates, LLC | Diforte Agency Inc. | NY | Independent Agency/Broker | Retail | P&C | |
| 01/01/19 | 2019 | World Insurance Associates, LLC | United Brokerage Services International Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/19 | 2019 | Xchange Group LLC | J. Allan Hall & Associates, Inc. | IN | Independent Agency/Broker | MGA | P&C | |
| 12/31/18 | 2018 | Acrisure, LLC | Undisclosed Independent Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | WI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 12/31/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 12/31/18 | 2018 | AssuredPartners, Inc. | Darton & Company, Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/18 | 2018 | AssuredPartners, Inc. | Golden, O'Neill & Gebhardt, Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/18 | 2018 | AssuredPartners, Inc. | Torres Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/18 | 2018 | FBinsure, LLC | Reid-Hoffman Insurance Agency Corp. | MA | Bank or Thrift | Retail | P&C | |
| 12/26/18 | 2018 | Hilb Group LLC | H.J. Knight International Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/24/18 | 2018 | NFP Corp. | Wright Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/20/18 | 2018 | LM Funding America, Inc. | IIU, Inc. | VA | Other Buyer | Retail | EB & Consulting | |
| 12/20/18 | 2018 | TowerBrook Capital Partners L.P. | Orchid Underwriters Agency, Inc. | FL | Other Buyer | MGA | P&C | |
| 12/19/18 | 2018 | Arthur J. Gallagher & Co. | Pointer Insurance Agency, Inc. | MS | Public Broker | Retail | P&C | |
| 12/18/18 | 2018 | Hilb Group LLC | Bruce Crohn, LLC | MA | Independent Agency/Broker- Private Capital Backed | MGA | EB & Consulting | |
| 12/17/18 | 2018 | Alera Group, Inc. | The Avon-Dixon Agency | MD | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/17/18 | 2018 | Arthur J. Gallagher & Co. | Preston-Patterson Co., Inc. | PA | Public Broker | Retail | P&C | |
| 12/14/18 | 2018 | Ballator Insurance Group, Inc. | Libertate Insurance, LLC | FL | Independent Agency/Broker | MGA | Multi Line | |
| 12/14/18 | 2018 | Hub International Limited | Apex Insurance Benefits LLC | ID | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/13/18 | 2018 | Hub International Limited | G.P. Barich Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/12/18 | 2018 | Alera Group, Inc. | Bailey & Company | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/12/18 | 2018 | Confie Seguros Insurance Services | Affiliated Insurance Services | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/12/18 | 2018 | Confie Seguros Insurance Services | Just Insurance & Tags Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/12/18 | 2018 | Confie Seguros Insurance Services | Texas Auto Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/12/18 | 2018 | Confie Seguros Insurance Services | Torres Insurance | NM | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/12/18 | 2018 | Hub International Limited | Dadgar Insurance Agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/11/18 | 2018 | Hilb Group LLC | Huckaby & Associates | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/11/18 | 2018 | Hub International Limited | Nolen Associates | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/11/18 | 2018 | Kaplansky Insurance Agency, Inc. | Albert Burak Insurance | MA | Independent Agency/Broker | Retail | P&C | |
| 12/11/18 | 2018 | Marsh & McLennan Companies, Inc. | Otis-Magie Insurance Agency | MN | Public Broker | Retail | Multi Line | |
| 12/11/18 | 2018 | Risk Strategies Company, LLC | RiskPro Global Partners | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/10/18 | 2018 | Arthur J. Gallagher & Co. | Captive Insurance Company Design and Operations | IL | Public Broker | Retail | EB & Consulting | |
| 12/07/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/07/18 | 2018 | AssuredPartners, Inc. | Aviation book of business | MD | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 12/07/18 | 2018 | Brown & Brown, Inc. | Dealer Associates Inc. | TX | Public Broker | MGA | P&C | |
| 12/05/18 | 2018 | AssuredPartners, Inc. | Carriage Insurance Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/03/18 | 2018 | Hartford Financial Services Group, Inc. | Y-Risk, LLC | CT | Insurance Company | MGA | P&C | |
| 12/03/18 | 2018 | White Mountains Insurance Group, Ltd. | KBK Insurance Group, Inc. | LA | Insurance Company | MGA | P&C | |
| 12/01/18 | 2018 | Acrisure, LLC | American Casualty Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | MO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/18 | 2018 | Alera Group, Inc. | Bailey & Company Benefits Group, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/01/18 | 2018 | Alera Group, Inc. | C.M. Smith Financial, Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/01/18 | 2018 | BroadStreet Partners, Inc. | Book of Business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 12/01/18 | 2018 | BroadStreet Partners, Inc. | Book of Business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 12/01/18 | 2018 | Brown & Brown, Inc. | Primm Associates | AR | Public Broker | Retail | EB & Consulting | |
| 12/01/18 | 2018 | Carlisle Insurance Agency, Inc. | Risk Innovations, LLC | GA | Independent Agency/Broker | MGA | Multi Line |
