Industry Transactions
Industry Transaction Details (as of December 31, 2024)
| Who’s Buying | |
|---|---|
| Insurance Brokerage | 703 |
| Insurance Carrier and Other | 16 |
| Banks and Thrifts | 7 |
| What’s Being Bought | |
|---|---|
| Full Service | 149 |
| P&C | 422 |
| Employee Benefits | 155 |
| Retail vs. Specialty | |
|---|---|
| Retail | 624 |
| Specialty | 102 |
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 12/31/2024.
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 |
|---|---|---|---|---|---|---|---|---|
| 09/18/24 | 2024 | Inszone Insurance Services, Inc. | Catalyst Benefits Group, LLC | OK | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/18/24 | 2024 | Starkweather & Shepley Insurance Brokerage, Inc. | MacDonald & Vaccaro Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | Download |
| 09/17/24 | 2024 | Culpeper Insurance Partners, LLC | Afore Insurance Services, Llc | CT | Independent Agency/Broker | Retail | P&C | Download |
| 09/17/24 | 2024 | Integrity Marketing Group LLC | Kalsi Insurance Agency | CA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/17/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Top Insurance Associates | WA | Independent Agency/Broker | Retail | P&C | Download |
| 09/16/24 | 2024 | ALKEME Holdings Corporation | Pinnacle Insurance Consultant, LLC | CA | Independent Agency/Broker | Retail | P&C | Download |
| 09/16/24 | 2024 | High Street Insurance Partners | Dudek Insurance Agency Group, Inc. | MI | Independent Agency/Broker | Retail | P&C | Download |
| 09/16/24 | 2024 | HighStreet Insurance Partners, LLC | Dudek Insurance Agency Group, Inc | MI | Independent Agency/Broker | Retail | P&C | Download |
| 09/13/24 | 2024 | Duffy Insurance Agency, Inc. | Cowan Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | Download |
| 09/13/24 | 2024 | Leavitt Group Enterprises, Inc. | Jones & Associates | Independent Agency/Broker | Retail | P&C | Download | |
| 09/13/24 | 2024 | The Hilb Group, LLC | Voluntary Solutions, Inc. | CO | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/12/24 | 2024 | Union Bay Risk Advisors LLC | Maple Insurance Group, LLC | PA | Independent Agency/Broker | Retail | P&C | |
| 09/11/24 | 2024 | Simplicity Group Holdings, Inc. | benefitRFP, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/10/24 | 2024 | Inszone Insurance Services, Inc. | ASK Insurance | CO | Independent Agency/Broker | Retail | P&C | Download |
| 09/10/24 | 2024 | Integrity Marketing Group LLC | Senior Security Insurance Partners | OH | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/10/24 | 2024 | Leavitt Group Enterprises, Inc. | Steve Richardson Insurance | Independent Agency/Broker | Retail | P&C | Download | |
| 09/10/24 | 2024 | OneDigital Health and Benefits | Demont Insurance Agency, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 09/06/24 | 2024 | Keystone Agency Partners LLC | Assets of M and H Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 09/06/24 | 2024 | Leavitt Group Enterprises, Inc. | Whitley 360 Insurance Group | NC | Independent Agency/Broker | Retail | P&C | Download |
| 09/05/24 | 2024 | Aon Corporation | Scott Litman Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 09/05/24 | 2024 | HUB International Limited | Flexible Benefits Plans, Inc. | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/05/24 | 2024 | Inszone Insurance Services, Inc. | Noble Insurance Corp. | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/05/24 | 2024 | Leavitt Group Enterprises, Inc. | Dusenbury Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 09/05/24 | 2024 | OneDigital Health and Benefits | Dillon Health, Inc. | NV | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/04/24 | 2024 | Edgewood Partners Insurance Center, Inc. | Phillips Bros. Agency, LLC | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/04/24 | 2024 | GoHealth, LLC | e-TeleQuote Insurance, Inc. | FL | Public Broker | Retail | EB & Consulting | Download |
| 09/04/24 | 2024 | Schrager Hampson Aviation Insurance Agency LLC | Northeast Aviation & Marine Insurance Brokers | NY | Independent Agency/Broker | Retail | P&C | Download |
| 09/03/24 | 2024 | Integrity Marketing Group LLC | Senior Insurance Solutions | TN | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/03/24 | 2024 | Keystone Agency Partners LLC | Assets of Kape Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 09/03/24 | 2024 | Keystone Agency Partners LLC | Assets of Schultheis Insurance Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 09/03/24 | 2024 | Keystone Agency Partners LLC | J L Davis Insurance, Inc. | PA | Independent Agency/Broker | Retail | P&C | Download |
| 09/03/24 | 2024 | Risk Strategies Company, LLC | Felsen Insurance Services, Inc | NJ | Independent Agency/Broker | Retail | P&C | |
| 09/03/24 | 2024 | Risk Strategies Company, LLC | Lowry & Associates, Inc. | UT | Independent Agency/Broker | MGA | P&C | Download |
| 09/01/24 | 2024 | Alera Group, Inc. | Berkshire Fairfield Insurance Agency, LLC | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of Stone and Edwards Insurance Agency, Inc. | PA | Independent Agency/Broker | Retail | Multi Line | |
| 09/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 09/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 09/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 09/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 09/01/24 | 2024 | Heffernan Insurance Brokers | Monagan Miller McCreary Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 09/01/24 | 2024 | Inszone Insurance Services, Inc. | MG Insurance Services, Inc. | OR | Independent Agency/Broker | Retail | P&C | Download |
| 09/01/24 | 2024 | King Insurance Agency, Inc. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 09/01/24 | 2024 | Maury Donnelly & Parr, Inc. | Campion Insurance, Inc. | MD | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/01/24 | 2024 | The Hilb Group, LLC | Bayou Worksite and Enrollment Sollutions | TX | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/01/24 | 2024 | The Hilb Group, LLC | Undisclosed voluntary employee benefits book of business | SC | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/01/24 | 2024 | The Hilb Group, LLC | Undisclosed worksite and voluntary benefits agency | SC | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/01/24 | 2024 | The Hilb Group, LLC | Undisclosed worksite and voluntary benefits enrollment business | SC | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/01/24 | 2024 | World Insurance Associates | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/30/24 | 2024 | ALKEME Holdings Corporation | The Sarrica Group Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 08/30/24 | 2024 | King Insurance Agency, Inc. | Pearl Insurance Agency, Inc. | NJ | Independent Agency/Broker | Retail | P&C | |
| 08/30/24 | 2024 | Relation Insurance | Assets of Whitney Oaks Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/30/24 | 2024 | Undisclosed Buyer | Insurance Agency Operations of Conifer Holdings, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 08/30/24 | 2024 | Undisclosed buyer | Sycamore Specialty Underwriters, LLC | MI | Independent Agency/Broker | Wholesale | P&C | Download |
| 08/29/24 | 2024 | Advanced Insurance Group | Thatcher Insurance Agency | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/29/24 | 2024 | Crest Insurance Group, LLC | Winren, Inc. | AZ | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/29/24 | 2024 | Inszone Insurance Services, Inc. | Roy Potter Insurance | CA | Independent Agency/Broker | Retail | P&C | |
| 08/29/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Kentucky Health Solutions | KY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/28/24 | 2024 | Higginbotham & Associates, Inc. | Cassidy & Company LLC | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/28/24 | 2024 | Holdenrid Insurance Group, LLC | Elliot Insurance Group LLC | NC | Independent Agency/Broker | Retail | P&C | |
| 08/28/24 | 2024 | Inszone Insurance Services, Inc. | A&B Insurance Agency Inc | FL | Independent Agency/Broker | Retail | P&C | Download |
| 08/27/24 | 2024 | Integrity Marketing Group LLC | JHA Health Advocates | NJ | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 08/26/24 | 2024 | AmeriLife Group, L.L.C. | Parker Marketing Insurance | MS | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 08/22/24 | 2024 | Leavitt Group Enterprises, Inc. | Lampton Rushing Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 08/22/24 | 2024 | LTC Global Solutions, Inc. | Michael L. Fitzgerald Insurance Services, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 08/22/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | 360 Insurance Team | NV | Independent Agency/Broker | Retail | P&C | Download |
| 08/20/24 | 2024 | Integrity Marketing Group LLC | Comprehensive Benefits | MO | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 08/20/24 | 2024 | King Insurance Agency, Inc. | Exclusive Programs, Inc. | Independent Agency/Broker | MGA | P&C | Download | |
| 08/20/24 | 2024 | Mid Penn Bancorp, Inc. | Commonwealth Financial Group, Inc. | Bank or Thrift | Retail | EB & Consulting | Download | |
| 08/19/24 | 2024 | HighStreet Insurance Partners, LLC | Wingert Insurance Agency | WA | Independent Agency/Broker | Retail | P&C | Download |
| 08/19/24 | 2024 | Ryan Specialty Group, LLC | Certain Assets of Greenhill Insurance Services, LLC | TX | Public Broker | MGA | EB & Consulting | Download |
| 08/16/24 | 2024 | Leavitt Group Enterprises, Inc. | Olympic Crest Insurance Inc. | WA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/16/24 | 2024 | The Hilb Group, LLC | Core Enrollment Solutions | SC | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/16/24 | 2024 | The Hilb Group, LLC | Palmetto Benefit Solutions, LLC | SC | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/16/24 | 2024 | The Hilb Group, LLC | Sags Joint Venture, LLC | SC | Independent Agency/Broker | Retail | P&C | |
| 08/15/24 | 2024 | Inszone Insurance Services, Inc. | Nugent Insurance Brokers, LLC | CA | Independent Agency/Broker | Retail | P&C | |
| 08/15/24 | 2024 | Leavitt Group Enterprises, Inc. | Ronallo Insurance Group | Independent Agency/Broker | Retail | P&C | Download | |
| 08/15/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Asset Insurance Agency LLC | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/13/24 | 2024 | ALKEME Holdings Corporation | Dunhill Marketing & Insurance Services | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/13/24 | 2024 | TITAN Aerospace Insurance, LLC | Plimsoll Specialty Markets | GA | Independent Agency/Broker | Wholesale | P&C | Download |
| 08/12/24 | 2024 | Henderson State Bank | Substantially all Assets of Maywood Insurance Agency | NE | Bank or Thrift | Retail | Multi Line | Download |
| 08/12/24 | 2024 | Leavitt Group Enterprises, Inc. | Metzger Platinum | GA | Independent Agency/Broker | Retail | P&C | Download |
| 08/09/24 | 2024 | Leavitt Group Enterprises, Inc. | Americanized Property and Casualty | Independent Agency/Broker | Retail | P&C | Download | |
| 08/09/24 | 2024 | Leavitt Group Enterprises, Inc. | Lower Valley Brokers | Independent Agency/Broker | Retail | Multi Line | Download | |
| 08/08/24 | 2024 | Patriot Growth Insurance Services | Harvey Insurance Agency, Inc. | WA | Independent Agency/Broker | Retail | P&C | Download |
| 08/08/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Insurance Business of DLD Insurance Brokers | CA | Independent Agency/Broker | Retail | P&C | Download |
| 08/08/24 | 2024 | Warner Pacific Insurance Services, Inc. | General Agency of Ashmore Agency, Inc. | MT | Independent Agency/Broker | MGA | EB & Consulting | Download |
| 08/07/24 | 2024 | Crest Insurance Group, LLC | Provost Associates, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 08/07/24 | 2024 | HUB International Limited | SCIC LLC | CO | Independent Agency/Broker | Retail | P&C | Download |
| 08/06/24 | 2024 | HighStreet Insurance Partners, LLC | Columbia Insurance & Wealth Management | Independent Agency/Broker | Retail | P&C | Download | |
| 08/06/24 | 2024 | Hub International Limited | Insurance Management Company | PA | Independent Agency/Broker | Retail | P&C | Download |
| 08/06/24 | 2024 | Integrity Marketing Group LLC | Power Team Financial Services | CA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 08/06/24 | 2024 | King Insurance Agency, Inc. | Lincoln Insurance Group, LLC | GA | Independent Agency/Broker | Retail | P&C | Download |
| 08/06/24 | 2024 | Union Bay Risk Advisors LLC | Commercial Insurance Business of Brookside Insurance | Independent Agency/Broker | Retail | P&C | Download | |
| 08/02/24 | 2024 | Keystone Agency Partners LLC | Insuramax Inc. | KY | Independent Agency/Broker | Retail | P&C | Download |
| 08/02/24 | 2024 | NSM Insurance Group, Inc. | Gifford Wells Insurance | FL | Independent Agency/Broker | Retail | P&C | Download |
| 08/02/24 | 2024 | NSM Insurance Group, Inc. | GIG Insurance Group, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 08/02/24 | 2024 | Red Hill Insurance LLC | Insurance Savers Agency, Inc. | NH | Independent Agency/Broker | Retail | Multi Line | |
| 08/01/24 | 2024 | ALKEME Holdings Corporation | North Point Insurance Agency, Inc. | VT | Independent Agency/Broker | Retail | P&C | Download |
| 08/01/24 | 2024 | AmeriLife Group, L.L.C. | Elite Insurance Group | GA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of Central Agency Insurance, LLC | IN | Independent Agency/Broker | Retail | Multi Line | |
| 08/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of The Braddy Agency, LLC | GA | Independent Agency/Broker | Retail | Multi Line | |
| 08/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of Van Horn Insurance, LLC | SC | Independent Agency/Broker | Retail | P&C | |
| 08/01/24 | 2024 | BroadStreet Partners, Inc. | Certain assets of Bryant Mountain Insurance | Independent Agency/Broker | Retail | P&C | ||
| 08/01/24 | 2024 | BroadStreet Partners, Inc. | Certain assets of Deanna Insurance Lady, Inc. d/b/a The Assurity Group | Independent Agency/Broker | Retail | P&C | ||
| 08/01/24 | 2024 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/01/24 | 2024 | High Street Insurance Partners | Allen & Associates Insurance, Inc. | OR | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/01/24 | 2024 | Hub International Limited | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/01/24 | 2024 | IMA Financial Group, Inc. | Wallace Welch & Willingham, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 08/01/24 | 2024 | Inszone Insurance Services, Inc. | Snapp & Son Insurance, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 08/01/24 | 2024 | Keystone Agency Partners LLC | Assets of VMR, LLC d/b/a Rinehart Insurance | Independent Agency/Broker | Retail | Multi Line | ||
| 08/01/24 | 2024 | LLR Partners, Inc. | Nonstop Administration and Insurance Services, Inc. | CA | Other Buyer | Retail | EB & Consulting | |
| 08/01/24 | 2024 | Oakbridge Insurance Agency LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/01/24 | 2024 | Relation Insurance, Inc. | Assets of Carolina Heritage | Public Broker | Retail | P&C | Download | |
| 08/01/24 | 2024 | Ryan Specialty Group, LLC | US Assure Insurance Services of Florida, Inc. | FL | Independent Agency/Broker | Wholesale | P&C | Download |
| 08/01/24 | 2024 | The Hilb Group, LLC | Undisclosed Insurance Agency | VA | Independent Agency/Broker | Retail | P&C | |
| 08/01/24 | 2024 | The Hilb Group, LLC | Voluntary Employee Benefits Book of Business | Independent Agency/Broker | Retail | EB & Consulting | ||
| 08/01/24 | 2024 | The Hilb Group, LLC | Worksite and Voluntary Benefits Agency | Independent Agency/Broker | Retail | EB & Consulting | ||
| 08/01/24 | 2024 | The Hilb Group, LLC | Worksite and Voluntary Benefits Enrollment Business | Independent Agency/Broker | Retail | EB & Consulting | ||
| 08/01/24 | 2024 | TrueNorth Companies LLC | McCartan Insurance Group | IA | Independent Agency/Broker | Retail | P&C | Download |
| 08/01/24 | 2024 | Unison Risk Advisors | MillenGroup LLC | VA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/01/24 | 2024 | World Insurance Associates | NorthStar Insurance Services, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 08/01/24 | 2024 | World Insurance Associates | TIC Insurance Agency, LLC | Independent Agency/Broker | Retail | P&C | ||
| 08/01/24 | 2024 | World Insurance Associates, LLC | Business of Skylands Insurance Group | NJ | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/01/24 | 2024 | World Insurance Associates, LLC | Sprague Israel Giles, Inc. | WA | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/31/24 | 2024 | AssuredPartners, Inc. | Jack Rice Insurance LLC | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/31/24 | 2024 | Risk Strategies Company | George W. Blaisdell Insurance | NH | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/30/24 | 2024 | Leavitt Group Enterprises, Inc. | Augustine Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 07/29/24 | 2024 | Alliant Insurance Services | Affordable Insurance Service of NC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 07/29/24 | 2024 | Alliant Insurance Services | Bridgepoint | TX | Independent Agency/Broker | MGA | P&C | Download |
| 07/29/24 | 2024 | Alliant Insurance Services | US1 Insurance Financial Services | TX | Independent Agency/Broker | MGA | P&C | Download |
| 07/29/24 | 2024 | HighStreet Insurance Partners, LLC | Flagler Insurance Agency LLC | FL | Independent Agency/Broker | Retail | P&C | Download |
| 07/24/24 | 2024 | King Insurance Agency, Inc. | Barnette and Coates Inc. | NC | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/23/24 | 2024 | Integrity Marketing Group LLC | Gosen Insurance Group | Independent Agency/Broker | Wholesale | P&C | Download | |
| 07/23/24 | 2024 | Jewelers Mutual Group | Union Life & Casualty Insurance Agency | AZ | Independent Agency/Broker | Retail | P&C | Download |
| 07/23/24 | 2024 | Tropolis | 360 Risk Management | MI | Independent Agency/Broker | Retail | P&C | Download |
| 07/23/24 | 2024 | Tropolis | Fishman Agency, Inc. | MI | Independent Agency/Broker | Retail | P&C | Download |
| 07/23/24 | 2024 | Tropolis | Modi Benefits | MI | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/22/24 | 2024 | Hub International Limited | Assets of Wade Associates, LLC | NC | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/19/24 | 2024 | Hub International Limited | Assets of McClements Insurance Services, LLC | CA | Independent Agency/Broker | Retail | P&C | Download |
| 07/19/24 | 2024 | Leavitt Group Enterprises, Inc. | Ludewig Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/18/24 | 2024 | IMA Financial Group, Inc. | FC Capital Partners LLC | MI | Independent Agency/Broker | MGA | EB & Consulting | Download |
| 07/16/24 | 2024 | Edgewood Partners Insurance Center | Century Insurance Group, LLC | OR | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/16/24 | 2024 | Hub International Limited | Assets of TAS Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/16/24 | 2024 | Integrity Marketing Group LLC | Allegiance Financial Group | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 07/15/24 | 2024 | Hub International Limited | Assets of Swanson Insurance Agency | LA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/15/24 | 2024 | Inszone Insurance Services/Schmoekel Insurance Agency | Schmoekel Insurance Agency | CA | Independent Agency/Broker | Retail | P&C | Download |
| 07/12/24 | 2024 | Hub International Limited | Assets of IBG | MA | Independent Agency/Broker | Retail | P&C | Download |
| 07/10/24 | 2024 | Hub International Limited | Assets of Commercial Sector Insurance Brokers LLC | AL | Independent Agency/Broker | Wholesale | Multi Line | Download |
| 07/10/24 | 2024 | Hub International Limited | Assets of Wyatt Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 07/10/24 | 2024 | Pyron Group, Inc. | John Stroud Agency | MS | Independent Agency/Broker | Retail | P&C | Download |
| 07/10/24 | 2024 | Pyron Group, Inc. | McAlpin Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/09/24 | 2024 | First Mid Bancshares, Inc. | Mid Rivers Insurance Group | MO | Bank or Thrift | Retail | P&C | Download |
| 07/09/24 | 2024 | Marsh & McLennan Companies, Inc. | The Horton Group | IL | Public Broker | Retail | Multi Line | Download |
| 07/03/24 | 2024 | ALKEME Holdings Corporation | Health BP | Independent Agency/Broker | Retail | EB & Consulting | ||
| 07/02/24 | 2024 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/02/24 | 2024 | Marsh & McLennan Companies, Inc. | Ameristar Agency, Inc. | MN | Public Broker | Retail | P&C | Download |
| 07/02/24 | 2024 | Marsh & McLennan Companies, Inc. | Hudson Shore Group Inc. | NJ | Public Broker | Retail | EB & Consulting | Download |
| 07/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/24 | 2024 | AmeriLife Group, L.L.C. | MyFedRetirementWerks | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 07/01/24 | 2024 | Arrow Financial | Assets of A&B Agency, Inc | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/01/24 | 2024 | Arthur J. Gallagher & Co. | Cornerstone Commercial & Personal Insurance | CA | Public Broker | Retail | P&C | Download |
| 07/01/24 | 2024 | BroadStreet Partners, Inc. | Asset of Advanced Health Sales & Consulting, LLC | Independent Agency/Broker | Retail | EB & Consulting | ||
| 07/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of Boyd Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 07/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of Consolidated Agencies, LLC | Independent Agency/Broker | Retail | P&C | ||
| 07/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of Gary Freeman Insurance | GA | Independent Agency/Broker | Retail | P&C | |
| 07/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of Grand Valley Insurance Services, Inc. | OH | Independent Agency/Broker | Retail | P&C | |
| 07/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of McKellar Insurance LLC | Independent Agency/Broker | Retail | P&C | ||
| 07/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of Monroe Insurance Center, Inc. | CT | Independent Agency/Broker | Retail | P&C | Download |
| 07/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of Robert L. Strohecker | Independent Agency/Broker | Retail | P&C | ||
| 07/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of Wevodau Insurance & Benefit Strategies, Inc. | PA | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/01/24 | 2024 | BroadStreet Partners, Inc. | Helfer Insurance & Financial Services Inc. | CT | Independent Agency/Broker | Retail | Multi Line | |
| 07/01/24 | 2024 | Keystone Agency Partners LLC | Assets of Strausser Insurance Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/01/24 | 2024 | Nottingham Agency | CYA, LLC | PA | Independent Agency/Broker | Retail | P&C | |
| 07/01/24 | 2024 | Revenue Capital Partners | Sunstar Insurance Group, LLC | TN | Other Buyer | Retail | P&C | Download |
| 07/01/24 | 2024 | Sunstar Insurance Group, LLC | Assets of Renasant Insurance, Inc. | MS | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/01/24 | 2024 | Sunstar Insurance Group/Whitehaven Insurance Group | Whitehaven Insurance | AL | Independent Agency/Broker | Retail | P&C | Download |
| 07/01/24 | 2024 | The Hilb Group, LLC | Auto Services Division of Nottingham Insurance | Independent Agency/Broker | Wholesale | P&C | Download | |
| 07/01/24 | 2024 | TrueNorth Companies LLC | Pedersen Insurance | IA | Independent Agency/Broker | Retail | P&C | Download |
| 07/01/24 | 2024 | TrueNorth Companies LLC | StateWide Insurance | SD | Independent Agency/Broker | Retail | P&C | Download |
| 07/01/24 | 2024 | World Insurance Associates | Assets of Denali Specialty Group, LLC | MO | Independent Agency/Broker | Wholesale | P&C | |
| 06/30/24 | 2024 | Relation Insurance, Inc. | Assets of H Group Benefits, Inc. | IL | Independent Agency/Broker | Retail | P&C | Download |
| 06/28/24 | 2024 | Beyond Risk | Agricultural Insurance Management Services | NH | Independent Agency/Broker | MGA | P&C | Download |
| 06/28/24 | 2024 | Inszone Insurance Services, Inc. | First West Insurance Agency, LLC | Independent Agency/Broker | Retail | P&C | ||
| 06/28/24 | 2024 | Inszone Insurance Services, Inc. | Huntington Pacific Insurance Agency | CA | Independent Agency/Broker | Retail | P&C | |
| 06/25/24 | 2024 | XPT Group LLC | Independent Agency/Broker | MGA | P&C | Download | ||
| 06/25/24 | 2024 | Insurance For Students, In.c | Global Secutive, LLC | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/24/24 | 2024 | Union Bay Risk Advisors LLC | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 06/24/24 | 2024 | USI Insurance Services, LLC | Independent Agency/Broker | Retail | P&C | Download | ||
| 06/24/24 | 2024 | Vantage Insurance Partners, Inc. | Independent Agency/Broker | Retail | P&C | |||
| 06/24/24 | 2024 | World Insurance Associates, LLC | Independent Agency/Broker | Retail | P&C | Download | ||
| 06/20/24 | 2024 | Woodlands Financial Group | Independent Agency/Broker | Retail | P&C | |||
| 06/20/24 | 2024 | Woodlands Financial Group | Independent Agency/Broker | Retail | Multi Line | |||
| 06/18/24 | 2024 | Aon Corporation | Southern Insurance Agency, LLC | LA | Public Broker | Retail | Multi Line | Download |
| 06/18/24 | 2024 | Union Bay Risk Advisors LLC | Commercial Insurance Business of Poland & Sullivan Insurance | DE | Independent Agency/Broker | Retail | P&C | Download |
| 06/13/24 | 2024 | Woodlands Financial Group | Independent Agency/Broker | Retail | Multi Line | |||
| 06/12/24 | 2024 | Woodlands Financial Group | Independent Agency/Broker | Retail | Multi Line | |||
| 06/12/24 | 2024 | Deland, Gibson, Meade & Gale | Kitchen Table Mutual, Inc. | MA | Independent Agency/Broker | Retail | P&C | Download |
| 06/11/24 | 2024 | Woodlands Financial Group | Independent Agency/Broker | Retail | Multi Line | |||
| 06/11/24 | 2024 | Woodlands Financial Group | Independent Agency/Broker | Retail | P&C | |||
| 06/10/24 | 2024 | The Liberty Company Insurance Brokers, LLC | Independent Agency/Broker | Retail | P&C |
