Industry Transactions

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

Who’s Buying
Insurance Brokerage475
Insurance Carrier and Other11
Banks and Thrifts4
What’s Being Bought
Full Service101
P&C292
Employee Benefits97
Retail vs. Specialty
Retail408
Specialty82

All transactions listed are announced deals involving public companies, private equity backed brokers, private companies, banks, InsurTech companies (2017-2018 only) as well as others including private equity groups, underwriters, specialty lenders, etc. All targets are U.S. only. This data displays a snapshot at a particular point in time and has not been updated to reflect subsequent changes in prior years, if any. MarshBerry estimates that only 50 – 60% of all transactions are actually made public. Past performance is not necessarily indicative of future results. Data reported YTD as of 4/30/2024.

Source: S&P Global Market Intelligence, Insurance Journal, and other publicly available sources

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Announced DateDeal YearBuyerSellerSeller LocationBuyer TypeSeller TypeSeller Line of BusinessPress Release
06/14/192019Hub International LimitedCBIS,LLCGAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/13/192019Arthur J. Gallagher & Co.Abram Interstate Insurance Services, Inc.CAPublic BrokerMGAP&C
06/13/192019AssuredPartners, Inc.Air Capital Insurance, LLCKSIndependent Agency/Broker- Private Capital BackedRetailP&C
06/13/192019World Insurance Associates, LLCLinks Insurance Services, Inc.NJIndependent Agency/BrokerMGAP&C
06/11/192019Higginbotham & Associates, Inc.Commercial Insurance BranchTXIndependent Agency/Broker- Private Capital BackedRetailP&C
06/11/192019Patriot Growth Insurance Services, LLCSchaefer Enterprises, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
06/11/192019Risk Strategies Company, LLCCreative Insurance Solutions, LLCMDIndependent Agency/Broker- Private Capital BackedRetailMulti Line
06/10/192019Digital Insurance, Inc.Trinity Benefit Advisors LLCPAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/07/192019AssuredPartners, Inc.Rivard Insurance Agency, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
06/06/192019Arthur J. Gallagher & Co.MDV Wealth Planning, Inc.ILPublic BrokerRetailP&C
06/05/192019Brown & Brown, Inc.Twinbrook Insurance Brokerage Inc./ Twinbrook Insurance Agency, Inc.MAPublic BrokerRetailP&C
06/05/192019Hub International LimitedBook Of BusinessGAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/05/192019Inszone Insurance Services, Inc.Mosaic Insurance, LLCAZIndependent Agency/BrokerRetailMulti Line
06/05/192019Integrity Marketing Group LLCEmrick Insurance Agency, Inc.ILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
06/04/192019Cross InsuranceGerald T. Mccarthy Insurance Agency, Inc.MAIndependent Agency/BrokerRetailP&C
06/04/192019Island Holdings, Inc.Insurance Advantage, LLCHIIndependent Agency/BrokerRetailMulti Line
06/03/192019AmWINS GroupAtlantic Risk Specialists, Inc./ ARS-Latiff, LLCNYIndependent Agency/Broker- Private Capital BackedMGAP&C
06/02/192019Cross InsuranceAnderson Watkins InsuranceMEIndependent Agency/BrokerRetailMulti Line
06/01/192019Acrisure, LLCFiser Insurance Agency, Inc.MSIndependent Agency/Broker- Private Capital BackedRetailMulti Line
06/01/192019Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/01/192019Acrisure, LLCUndisclosed insurance agencyKSIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/192019Acrisure, LLCUndisclosed insurance agencyMSIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/192019BroadStreet Partners, Inc.Book of businessILIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/192019BroadStreet Partners, Inc.Certain insurance assetsKYIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/192019ELMC Group, LLCRockport Benefits, LLCMAIndependent Agency/Broker- Private Capital BackedMGAEB & Consulting
06/01/192019Furth-Meile Insurance, Inc.Hanska State AgencyMNIndependent Agency/BrokerRetailP&C
06/01/192019Hilb Group LLCPfister Insurance, Inc.DEIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/192019Hub International LimitedUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/192019INSURICA Insurance Management NetworkFirst Texas Insurance Services, L.C.TXIndependent Agency/BrokerRetailMulti Line
06/01/192019Leavitt Group Enterprises, Inc.Worker's compensation bookIndependent Agency/BrokerRetailP&C
06/01/192019Moreton & CompanyWorker's compensation bookIndependent Agency/BrokerRetailP&C
06/01/192019NFP Corp.Ibis Insurance Services, Inc.AZIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/192019NFP Corp.Outdoor Insurance GroupCOIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/192019Risk Strategies Company, LLCGerard B. Tracy Associates, Inc.CTIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/31/192019CoVerica, Inc.Agape Healthcare Partners, L.P.TXIndependent Agency/BrokerRetailP&C
05/31/192019Higginbotham & Associates, Inc.Gilliam Insurance Agency, Inc.TXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/31/192019LSJ Insurance Agency, Inc.Larisa Meade Insurance Agency, Inc.FLIndependent Agency/BrokerRetailP&C
05/30/192019Digital Insurance, Inc.Concord Benefits Planning Agency, Inc.OHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/30/192019W.M. Regnier & Company, Inc.Meyers Glaros Group LLCINIndependent Agency/BrokerRetailMulti Line
05/29/192019Inszone Insurance Services, Inc.McGhee & Assoc Insurance Agency, Inc.AZIndependent Agency/BrokerRetailMulti Line
05/29/192019Risk Strategies Company, LLCMainStreet Consulting Group, Inc.TXIndependent Agency/Broker- Private Capital BackedMGAP&C
05/28/192019Arthur J. Gallagher & Co.Cairnstone Financial LLCINPublic BrokerRetailEB & Consulting
05/22/192019Hilb Group LLCKeane Insurance Group, Inc.MOIndependent Agency/Broker- Private Capital BackedRetailP&C
05/21/192019Arthur J. Gallagher & Co.Innovative Coverage Concepts, LLCNJPublic BrokerMGAP&C
05/21/192019Arthur J. Gallagher & Co.RPA Insurance Services, LLCNJPublic BrokerMGAP&C
05/20/192019USI Holdings CorporationChernoff Diamond & Co.NYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/17/192019Frederick H. DiMeo Insurance Agency, Inc.Ozwald and Speaker Insurance Services, Inc.CAIndependent Agency/BrokerRetailP&C
05/15/192019Confie Seguros Insurance ServicesBest Rate Insurance Agency, Inc./Luxor InsuranceIndependent Agency/Broker- Private Capital BackedRetailP&C
05/15/192019High Street Insurance Partners, LLCKorthase Flinn Financial Inc.MIIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/14/192019Lee Equity Partners, LLCK2 Insurance Services, LLCCAOther BuyerMGAP&C
05/09/192019Relation Insurance, Inc.Service First InsuranceVAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/08/192019Hub International LimitedRims Insurance Brokerage Corp.RIIndependent Agency/Broker- Private Capital BackedRetailP&C
05/08/192019Reliance Global Group, Inc.Altruis Benefit Consultants, Inc.MIOther BuyerRetailEB & Consulting
05/08/192019Rogers & Gray Insurance Agency, IncorporatedPaul Peters Agenyc, Inc.MAIndependent Agency/BrokerRetailP&C
05/08/192019Ryan Specialty Group, LLCAtlantic Specialty Lines, Inc.VAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
05/08/192019Sunstar Insurance Group, LLCTodd Agency, Inc.ARIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/07/192019Aon CorporationBook of businessTXPublic BrokerMGAP&C
05/07/192019W. N. Tuscano Agency, Inc.Insurance Markets, Inc.PAIndependent Agency/BrokerMGAP&C
05/06/192019AssuredPartners, Inc.Esser Hayes Insurance Group, Inc.ILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/06/192019Gary C. Grant Insurance Agency, Inc.Ned A. Speiser Insurance Agency, Inc.OHIndependent Agency/BrokerRetailMulti Line
05/06/192019Morneau Shepell LimitedPension Plan Administration BusinessOther BuyerRetailEB & Consulting
05/06/192019NFP Corp.GCG Risk Management, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/03/192019Hub International LimitedResource Insurance Services, Inc.TXIndependent Agency/Broker- Private Capital BackedRetailP&C
05/03/192019KTA, LLCAmes Insurance Center, Inc.IAIndependent Agency/BrokerRetailP&C
05/03/192019Reliance Global Group, Inc.Fortman Insurance Agency, LLCOHOther BuyerRetailP&C
05/02/192019Alliant Insurance ServicesNorth County InsuranceCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/02/192019Hub International Limitedall assets of First Western Insurance Agency, Inc.SDIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/01/192019Acrisure, LLCMadison Brokerage Corp.NJIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/01/192019Acrisure, LLCUndisclosed insurance agencyMIIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/01/192019Acrisure, LLCUndisclosed insurance agencyUTIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/01/192019Acrisure, LLCUndisclosed insurance agencyTNIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/192019Acrisure, LLCUndisclosed insurance agencyKYIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/192019Acrisure, LLCUndisclosed insurance agencyMIIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/192019Acrisure, LLCUndisclosed insurance agencyMIIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/192019Acrisure, LLCUndisclosed insurance agencyCTIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/192019Alera Group, Inc.ARMS Insurance Group, LLCPAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/01/192019Alera Group, Inc.HighRidge Insurance ServicesCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/01/192019Alera Group, Inc.Shepler & Fear General Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
05/01/192019Alera Group, Inc.Shomer Insurance Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/01/192019BB&T CorporationArgenia, LLCARBank or ThriftMGAP&C
05/01/192019BroadStreet Partners, Inc.Certain insurance AssetsCAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/192019BroadStreet Partners, Inc.Certain insurance AssetsFLIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/192019BroadStreet Partners, Inc.Certain insurance AssetsNYIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/192019BroadStreet Partners, Inc.Certain insurance AssetsTNIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/192019Digital Insurance, Inc.Benefit Group, LLCCOIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/01/192019Foundation Risk Partners, Corp.Undisclosed insurance agencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/192019Galloway-Chander-McKinney Insurance Agency, Inc.Hopkins Insurance Agency, LLCMSIndependent Agency/BrokerRetailMulti Line
05/01/192019Hilb Group LLC360 Corporate Benefit AdvisorsCTIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/01/192019Hilb Group LLCSummit Insurance Services, LLCVAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/01/192019InterWest Insurance Services, LLCBrenk & Co. Insurance Services, Inc.CAIndependent Agency/BrokerRetailMulti Line
05/01/192019NFP Corp.Excel Bonds & Insurance Services Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/192019Risk Strategies Company, LLCWinter Group Inc.CAIndependent Agency/Broker- Private Capital BackedMGAP&C
05/01/192019Tangram Insurance Services, Inc.GMG Underwriters, LLCPAIndependent Agency/BrokerMGAP&C
05/01/192019Tompkins Financial CorporationCali Agency, Inc.NYBank or ThriftRetailP&C
04/30/192019Beatty Insurance, Inc.Seymour branch of Friendship InsuranceINIndependent Agency/BrokerRetailP&C
04/29/192019Charles W. Merriam & Son, IncArmoer Risk Management, Inc.NYIndependent Agency/BrokerRetailMulti Line
04/24/192019Digital Insurance, Inc.Northwest General Insurance Agency Inc.TXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/24/192019Seeman Holtz Property and Casualty, Inc.Schwarz Insurance Agency, Inc.WIIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/23/192019Tokio Marine HCCAmTrust Agricultural Insurance ServicesKSInsurance CompanyMGAP&C
04/19/192019AssuredPartners, Inc.Premier Insurance Corporation, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/18/192019Brit Ltd.Ambridge Partners LLCNYIndependent Agency/BrokerMGAP&C
04/18/192019Montgomery Insurance & Investment Agency, Inc.Champion Insurance Associates, Inc.OHIndependent Agency/BrokerRetailMulti Line
04/17/192019Digital Insurance, Inc.Captiva Benefit Solutions, LLCTXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/17/192019Integrity Marketing Group LLCSavers Management Group, Inc.NCIndependent Agency/Broker- Private Capital BackedWholesaleP&C
04/16/192019AssuredPartners, Inc.Cohen-Bailie Insurance, LLCGAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/16/192019Fringe Benefit GroupCentury Healthcare, LLCTXIndependent Agency/BrokerMGAEB & Consulting
04/16/192019Korthase FlinnNorthern Michigan Benefits & Insurance Services, IncMIIndependent Agency/BrokerRetailEB & Consulting
04/16/192019Starkweather & Shepley Insurance Brokerage, Inc.Wilson Agency, Inc.CTIndependent Agency/BrokerRetailMulti Line
04/15/192019AssuredPartners, Inc.Baldwin-Cox Agency, LLCTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/15/192019Brown & Brown, Inc.ALMEA Insurance, Inc.WAPublic BrokerRetailMulti Line
04/15/192019EPIC (Edgewood Partners Insurance Center)Book of businessIndependent Agency/Broker- Private Capital BackedRetailP&C
04/11/192019Integrated Specialty Coverages, LLCParamount General Agency/Paramount Acceptance Corp.TXIndependent Agency/Broker- Private Capital BackedMGAP&C
04/09/192019Distinguished Programs Holdings LLCProHost USAMNIndependent Agency/BrokerMGAP&C
04/09/192019Peter C. Foy & Associates Insurance Services, LLCHipskind Seyfarth Risk Solutions, LLCILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/08/192019Valley Insurance Agency Alliance, LLCNichols Insurance Agency LLCMOIndependent Agency/BrokerRetailP&C
04/05/192019Hub International LimitedAssets of Corey Steinbach Insurance Agency LLCMNIndependent Agency/Broker- Private Capital BackedRetailP&C
04/05/192019Integrity Marketing Group LLCMultiState Insurance Center Inc.MIIndependent Agency/Broker- Private Capital BackedRetailP&C
04/05/192019OceanPoint Financial Partners, MHCPaquin Insurance AgencyRIBank or ThriftRetailMulti Line
04/04/192019Hub International LimitedM.B.I. Group LLCMSIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/03/192019Hub International LimitedPremiere Risk ManagementILIndependent Agency/Broker- Private Capital BackedRetailP&C
04/02/192019Cerity Partners LLCBd4ria Insurance Agency LLCTXOther BuyerRetailP&C
04/02/192019Marsh & McLennan Companies, Inc.Lovitt & Touché, Inc.AZPublic BrokerRetailMulti Line
04/02/192019Pavese-Mccormick Agency, Inc.Commercial Lines BookIndependent Agency/BrokerRetailMulti Line
04/01/192019Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/01/192019Acrisure, LLCUndisclosed insurance agencyMIIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/192019Acrisure, LLCUndisclosed insurance agencyMIIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/192019Baldwin Risk PartnersUndisclosed insurance agencyIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/192019BroadStreet Partners, Inc.assets of undisclosed agencyOHIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/192019BroadStreet Partners, Inc.Certain insurance assetsAZIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/192019Bush-Re-Shea Insurance AgencyA.M. Peck & CompanyOHIndependent Agency/BrokerRetailMulti Line
04/01/192019Hamilton Insurance Group, Inc.Jones & Associates Insurance Services, Ltd.OHIndependent Agency/BrokerRetailMulti Line
04/01/192019Hilb Group LLCeBenefits Group Northeast, LLCCTIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/01/192019Hilb Group LLCWalker Brothers InsuranceARIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/192019McGowan CompaniesJackson-McCormick InsuranceINIndependent Agency/BrokerMGAMulti Line
04/01/192019NFP Corp.ShawHankins, Inc.GAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/01/192019Peter C. Foy & Associates Insurance Services, LLCBroadfield Group, LLCNYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/01/192019Peter C. Foy & Associates Insurance Services, LLCGrosslight Insurance, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/01/192019Tokio Marine HCCNAS Insurance Services, LLCCAInsurance CompanyMGAP&C
04/01/192019White Mountains Insurance Group, Ltd.Embrace Pet Insurance Agency LLCOHInsurance CompanyMGAP&C
04/01/192019World Insurance Associates, LLCJoseph A. Britton Agency Inc.NJIndependent Agency/BrokerRetailMulti Line
04/01/192019World Insurance Associates, LLCLampe-Batkin Associates, LLCCTIndependent Agency/BrokerRetailMulti Line
03/31/192019Midwest Financial Holdings, LLCBrickyard Financial Holdings, LLCINIndependent Agency/BrokerRetailP&C
03/29/192019AssuredPartners, Inc.Goodworks Financial GroupCTIndependent Agency/Broker- Private Capital BackedMGAMulti Line
03/26/192019Seeman Holtz Property and Casualty, Inc.Prey Insurance Services, LLCWIIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/25/192019Arthur J. Gallagher & Co.Mclean Insurance Agency, Inc.VAPublic BrokerRetailMulti Line
03/22/192019Seeman Holtz Property and Casualty, Inc.Kaercher Campbell & Associates Insurance BrokerageCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/19/192019Hub International LimitedRiteHealth Solutions, Inc.COIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/18/192019NFP Corp.BP Capital Partners LLCOHIndependent Agency/Broker- Private Capital BackedRetailP&C
03/15/192019Brown & Brown, Inc.Medval, LLCMDPublic BrokerRetailEB & Consulting
03/15/192019Hanson Insurance GroupKMI Insurance LLCORIndependent Agency/BrokerRetailP&C
03/14/192019Brown & Brown, Inc.Cossio Insurance Agency LLCSCPublic BrokerMGAP&C
03/13/192019Arthur J. Gallagher & Co.Hammerberg Insurance Services, Inc.IAPublic BrokerRetailP&C
03/13/192019Baldwin Risk PartnersLykes Insurance, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/12/192019Hub International LimitedInsurance Programs of America Inc./Risk Advisors of America LLCFLIndependent Agency/Broker- Private Capital BackedMGAP&C
03/12/192019Risk Strategies Company, LLCKrauter & Company, LLCNYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/11/192019Arthur J. Gallagher & Co.Merit Insurance Inc.CTPublic BrokerRetailMulti Line
03/11/192019DiBuduo & DeFendis Insurance Brokers, LLCDority Insurance & Financial Services, Inc.CAIndependent Agency/BrokerRetailP&C
03/11/192019Hub International LimitedInsurance Exchange, Inc.MDIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/08/192019AssuredPartners, Inc.Duffy & Livingston, LLCNJIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/08/192019Brown & Brown, Inc.Austin & Austin Insurance Services, Inc.CAPublic BrokerRetailP&C
03/07/192019Hub International LimitedPeak Financial Group, LLCTXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/06/192019Synchrony FinancialPets Best Insurance Services, LLCIDOther BuyerRetailP&C
03/05/192019Relation Insurance, Inc.Villane Ward Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/04/192019Hub International LimitedIntegrated Risk Solutions, IncWIIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/04/192019Kingsway Financial Services Inc.Geminus Holding Company, Inc.PAInsurance CompanyRetailP&C
03/04/192019Marsh & McLennan Companies, Inc.Employee Benefits Group, Inc.MDPublic BrokerRetailEB & Consulting
03/04/192019Reliance Partners, LLCCTS Insurance Agency, LLCCAIndependent Agency/BrokerRetailP&C
03/01/192019Acrisure, LLCUndisclosed insurance agencyNYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/01/192019Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/192019Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/192019Acrisure, LLCWhitmore Group, Ltd.NYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/01/192019Alera Group, Inc.Dohrmann Insurance Agency Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/01/192019Alera Group, Inc.Phalanx Healthcare Solutions, LLCNYIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/192019Alera Group, Inc.TriSure CorporationNCIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/192019Alera Group, Inc.Undisclosed insurance agencyNVIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/192019Alpha Growth plcColva Insurance Services Corp.CAOther BuyerMGAP&C
03/01/192019BroadStreet Partners, Inc.Book of BusinessTXIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/192019BroadStreet Partners, Inc.Certain insurance AssetsCAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/192019BroadStreet Partners, Inc.Certain insurance AssetsFLIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/192019Engle-Hambright & Davies, Inc.J. Seltzer AssociatesPAIndependent Agency/BrokerRetailEB & Consulting
03/01/192019Hilb Group LLCMarsh-Kemp Insurance, Inc.MAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/01/192019Insurance Group of St. Charles County, LLCBLP Insurance Services LLCGAIndependent Agency/BrokerRetailP&C
03/01/192019Insurance Strategies Consulting, LLCUndisclosed insurance agencyTXIndependent Agency/BrokerRetailP&C
03/01/192019Triangle Insurance & Associates, LLCMSH Insurance Agency, LLCNCIndependent Agency/BrokerRetailMulti Line
03/01/192019World Insurance Associates, LLCMedNET Financial, Inc.NJIndependent Agency/BrokerRetailMulti Line
03/01/192019World Insurance Associates, LLCProfessional Insurance Associates, Inc.NJIndependent Agency/BrokerRetailMulti Line
03/01/192019WTPhelan & Co. Insurance Agency, Inc.Robert J. Cappadona Insurance AgencyMAIndependent Agency/BrokerRetailP&C
02/28/192019Theodore & AssociatesCapital Insurance Solutions, LLCSCIndependent Agency/BrokerRetailEB & Consulting
02/27/192019InterWest Insurance Services, LLCPlacer Insurance AgencyCAIndependent Agency/BrokerRetailMulti Line
02/21/192019Aquiline Holdings LLCRelation Insurance, Inc.CAOther BuyerRetailEB & Consulting
02/21/192019Evraz PlcIdeal Adjusting, Inc.TXOther BuyerRetailP&C
02/21/192019GTCR LLCAssured Partners, Inc.FLOther BuyerRetailMulti Line
02/20/192019Preservation Capital Partners, LLCCove ProgramsCAIndependent Agency/Broker- Private Capital BackedMGAP&C
02/19/192019C&S Insurance Agency, Inc.Francis M. Walley Insurance Agency, Inc.MAIndependent Agency/BrokerRetailP&C
02/19/192019Integrity Marketing Group LLCSenior Select Insurance Group, LLCGAIndependent Agency/Broker- Private Capital BackedRetailP&C
02/18/192019Brown's Insurance Agency, Inc.Paramount Insurance Agency, Inc.VAIndependent Agency/BrokerRetailP&C
02/18/192019Patriot Growth Insurance Services, LLCAhern Insurance ServicesCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/18/192019Patriot Growth Insurance Services, LLCCopeland Insurance ServicesCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/18/192019Patriot Growth Insurance Services, LLCMission Benefits, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/18/192019Patriot Growth Insurance Services, LLCScarborough Insurance Agency, LLCCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting