Industry Transactions
2024 Acquisition Details (YTD as of April 30, 2024)
| Who’s Buying | |
|---|---|
| Insurance Brokerage | 475 |
| Insurance Carrier and Other | 11 |
| Banks and Thrifts | 4 |
| What’s Being Bought | |
|---|---|
| Full Service | 101 |
| P&C | 292 |
| Employee Benefits | 97 |
| Retail vs. Specialty | |
|---|---|
| Retail | 408 |
| Specialty | 82 |
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 |
|---|---|---|---|---|---|---|---|---|
| 02/16/24 | 2024 | Richmond Insurance Services | Virginia Insurance Group | VA | Independent Agency/Broker | Retail | P&C | Download |
| 02/15/24 | 2024 | Arthur J. Gallagher & Co. | CCI Surety, Inc. | IL | Insurance Broker | MGA | P&C | Download |
| 02/13/24 | 2024 | Aquiline Capital Partners LLC | Assets of First Insurance | CA | Insurance Broker | Retail | P&C | Download |
| 02/09/24 | 2024 | AmWINS Group, Inc. | Kilpatrick Companies Ltd | CA | Advertising | MGA | EB & Consulting | Download |
| 02/07/24 | 2024 | MountainOne Bank | G.W. Morisi Insurance Agency, Inc. | MA | Bank or Thrift | Retail | Multi Line | Download |
| 02/06/24 | 2024 | AmeriLife Group, L.L.C. | Succession Capital Alliance | Wholesale | EB & Consulting | |||
| 02/06/24 | 2024 | HUB International Limited | Assets of Buttine Underwriters Agency LLC | Independent Agency/Broker | MGA | P&C | Download | |
| 02/06/24 | 2024 | Inszone Insurance Services, Inc. | Southwest Insurance, LLC | MS | Independent Agency/Broker | Retail | P&C | Download |
| 02/06/24 | 2024 | Integrity Marketing Group LLC | Solidity Insurance Group | MA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 02/06/24 | 2024 | Senior Market Sales, Inc. | Pro Insurance Resources | NE | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 02/05/24 | 2024 | Arthur J. Gallagher & Co. | The John Galt Insurance Agency | FL | Public Broker | Retail | P&C | Download |
| 02/05/24 | 2024 | HUB International Limited | Morin Insurance Agency | NH | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/02/24 | 2024 | AmeriLife Group, L.L.C. | Independent Agency/Broker | Wholesale | EB & Consulting | Download | ||
| 02/02/24 | 2024 | AmeriLife Group, L.L.C. | Independent Agency/Broker | Wholesale | EB & Consulting | Download | ||
| 02/02/24 | 2024 | Leavitt Group Enterprises, Inc. | Americanized Benefits Consultants | UT | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 02/01/24 | 2024 | Alliant Insurance Services | Independent Agency/Broker | Retail | P&C | Download | ||
| 02/01/24 | 2024 | AM Specialty Insurance Group | Pinpoint Insurance Solutions, Inc. | TX | Insurance Underwriter | MGA | P&C | Download |
| 02/01/24 | 2024 | AmeriLife Group, L.L.C. | Independent Agency/Broker | Retail | EB & Consulting | Download | ||
| 02/01/24 | 2024 | AmeriLife Group, L.L.C. | Independent Agency/Broker | Retail | EB & Consulting | Download | ||
| 02/01/24 | 2024 | AmeriLife Group, L.L.C. | Independent Agency/Broker | Wholesale | EB & Consulting | Download | ||
| 02/01/24 | 2024 | AmeriLife Group, L.L.C. | Legacy Senior Benefit | Wholesale | EB & Consulting | Download | ||
| 02/01/24 | 2024 | Arthur J. Gallagher & Co. | Shelton & Alderson Insurance Agency, Inc. | VA | Public Broker | Retail | P&C | Download |
| 02/01/24 | 2024 | BroadStreet Partners, Inc. | Book Of Business | Independent Agency/Broker | Retail | P&C | ||
| 02/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 02/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 02/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 02/01/24 | 2024 | Keystone Agency Partners LLC | Assets of Mary E. Hillibush | PA | Independent Agency/Broker | Retail | P&C | Download |
| 02/01/24 | 2024 | Keystone Agency Partners LLC | Assets of Olinger Insurance Agency Inc. | MO | Independent Agency/Broker | Retail | P&C | Download |
| 02/01/24 | 2024 | Leavitt Group Enterprises, Inc. | Pirkle Weir Insurance Agency | TX | Independent Agency/Broker | Retail | P&C | Download |
| 02/01/24 | 2024 | North Risk Partners, LLC | Mckinney & Allen, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 02/01/24 | 2024 | Risk Strategies Company, LLC | Ralph C. Wilson Agency, Inc. | MI | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/31/24 | 2024 | Alliant Insurance Services, Inc. | Health Market Solutions LLC | CA | Insurance Broker | Retail | EB & Consulting | Download |
| 01/31/24 | 2024 | Arthur J. Gallagher & Co. | Ericson Insurance Services, LLC | CT | Public Broker | Retail | P&C | Download |
| 01/31/24 | 2024 | Integrity Marketing Group LLC | New Benefits & Financial Services | IL | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 01/31/24 | 2024 | World Insurance Associates, LLC | TW Group | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/30/24 | 2024 | Arthur J. Gallagher & Co. | Horak Insurance, Inc. | IA | Public Broker | Retail | P&C | Download |
| 01/29/24 | 2024 | Arthur J. Gallagher & Co. | Forest Insurance Facilities, Inc. | LA | Public Broker | MGA | P&C | Download |
| 01/26/24 | 2024 | Oakbridge Insurance Agency LLC | a2|benefits | GA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/25/24 | 2024 | Inszone Insurance Services, Inc. | High Desert Insurance Agency | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/25/24 | 2024 | North Point Group, Inc. | Southern Insurance | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/25/24 | 2024 | North Point Group, Inc. | Valdosta | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/25/24 | 2024 | Risk Strategies Company, LLC | Professional Risk Associates, Inc. | VA | Independent Agency/Broker | Retail | P&C | Download |
| 01/25/24 | 2024 | RSC Insurance Brokerage, Inc. | Professional Risk Associates, Inc. | VA | Independent Agency/Broker | Retail | P&C | Download |
| 01/24/24 | 2024 | ALKEME INC. | Beveridge & Akers Insurance Group | VA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/23/24 | 2024 | Inszone Insurance Services, Inc. | American Heritage Agency, Inc. | KS | Independent Agency/Broker | Retail | P&C | Download |
| 01/23/24 | 2024 | Integrity Marketing Group LLC | International Financial Group | NV | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 01/23/24 | 2024 | Patriot Growth Insurance Services, LLC | Gilmartin Ins | RI | Independent Agency/Broker | Retail | P&C | Download |
| 01/23/24 | 2024 | Patriot Growth Insurance Services, LLC | Hanuschak Insurance Agency, Inc | RI | Independent Agency/Broker | Retail | P&C | Download |
| 01/23/24 | 2024 | Patriot Growth Insurance Services, LLC | Maggiacomo Insurance Agency, Inc. | RI | Independent Agency/Broker | Retail | P&C | Download |
| 01/22/24 | 2024 | Union Bay Acquisition LLC | Steinman Agencies, Inc. | MI | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/19/24 | 2024 | Alliant Insurance Services, Inc. | Assured Health Group LLC | Insurance Broker | Retail | EB & Consulting | Download | |
| 01/19/24 | 2024 | ALKEME INC. | Mogul Wealth Strategies LLC | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/18/24 | 2024 | Alera Group, Inc. | CLS Healthcare Liability Specialists | FL | Independent Agency/Broker | Retail | P&C | Download |
| 01/18/24 | 2024 | Arthur J. Gallagher & Co. | Rowley Agency LLC | NH | Public Broker | Retail | Multi Line | Download |
| 01/18/24 | 2024 | Inszone Insurance Services, Inc. | The Point Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 01/18/24 | 2024 | Simplicity Group Holdings, Inc. | Designs in Life | CA | Independent Agency/Broker | MGA | EB & Consulting | Download |
| 01/17/24 | 2024 | Cannae Holdings, Inc. | Haigh Insurance | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/17/24 | 2024 | Inszone Insurance Services, Inc. | Dina King Insurance Agency | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/17/24 | 2024 | Kelso & Company, L.P. | The Stone Agency Insurance | CT | Independent Agency/Broker | Retail | P&C | Download |
| 01/17/24 | 2024 | Leavitt Group Enterprises, Inc. | Book Of Business | UT | Independent Agency/Broker | Retail | P&C | Download |
| 01/17/24 | 2024 | World Insurance Associates, LLC | AVI Insurance Group | CT | Independent Agency/Broker | Retail | P&C | Download |
| 01/17/24 | 2024 | World Insurance Associates, LLC | Calhoun Agency | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 01/17/24 | 2024 | World Insurance Associates, LLC | Foy Insurance Group | NH | Independent Agency/Broker | Retail | P&C | Download |
| 01/15/24 | 2024 | Alliant Insurance Services | Independent Agency/Broker | Retail | EB & Consulting | Download | ||
| 01/12/24 | 2024 | ALKEME Holdings Corporation | Independent Agency/Broker | Retail | P&C | Download | ||
| 01/12/24 | 2024 | Higginbotham Insurance Agency, Inc. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/12/24 | 2024 | Keystone Agency Partners LLC | Life Quotes, Inc. | IL | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 01/12/24 | 2024 | Oakbridge Insurance Agency LLC | The Insurance Center of Durham | NC | Independent Agency/Broker | Retail | P&C | Download |
| 01/11/24 | 2024 | ALKEME INC. | InsurePro LLC | CA | Insurance Broker | Retail | P&C | Download |
| 01/11/24 | 2024 | First MainStreet Insurance L. C. | Campbell Melema Insurance | Private Capital | Download | |||
| 01/11/24 | 2024 | First MainStreet Insurance L. C. | Fish-Johnson Insurance | Private Capital | Download | |||
| 01/11/24 | 2024 | First MainStreet Insurance L. C. | Insurance Operations of Eckhardt Enterprises | Private Capital | Download | |||
| 01/11/24 | 2024 | First MainStreet Insurance L. C. | Pfantz Insurnace Services | Private Capital | Download | |||
| 01/11/24 | 2024 | First MainStreet Insurance L. C. | Undisclosed Insurance Agency | Private Capital | Download | |||
| 01/11/24 | 2024 | First MainStreet Insurance L. C. | Van Buer Insurance | Private Capital | Download | |||
| 01/11/24 | 2024 | First MainStreet Insurance L. C. | Van Mersbergen Insurance | Private Capital | Download | |||
| 01/11/24 | 2024 | Dott-Leavitt Insurance Services | Bob Mary Insurance, LLC | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/11/24 | 2024 | Leavitt Group Enterprises, Inc. | Bob Mary Insurance | PA | Independent Agency/Broker | Retail | P&C | Download |
| 01/10/24 | 2024 | HDI Global SE | Falcon Risk Holdings LLC | NJ | Insurance Company | MGA | P&C | Download |
| 01/09/24 | 2024 | ALKEME INC. | Flor Insurance Group LLC | Private Capital | Download | |||
| 01/09/24 | 2024 | World Insurance Associates, LLC | Business of TW Group, Inc. | Private Capital | Download | |||
| 01/09/24 | 2024 | Accretive Insurance Solutions, Inc. | Evergreen/UNI, LLC | OH | Independent Agency/Broker | MGA | P&C | Download |
| 01/09/24 | 2024 | American Safeguard Group Inc. | Clark Property Insurance, LLC | AR | Independent Agency/Broker | Retail | P&C | Download |
| 01/09/24 | 2024 | Integrity Marketing Group LLC | SoundadviceMD | MD | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 01/09/24 | 2024 | Oswald, Inc. | Brieden Consulting Group, Inc. | MI | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/09/24 | 2024 | Risk Strategies Company, LLC | Hooper, Hayes & Rogan | FL | Independent Agency/Broker | Retail | P&C | Download |
| 01/04/24 | 2024 | Alliant Insurance Services, Inc. | Aldrich Benefits LP | OR | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/04/24 | 2024 | HUB International Limited | Bienenfeld, Lasek & Starr, LLC | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/04/24 | 2024 | Inszone Insurance Services, Inc. | Butler Insurance Service, Inc. | IA | Independent Agency/Broker | Retail | P&C | Download |
| 01/03/24 | 2024 | Integrity Marketing Group, LLC | We The People Agency | Wholesale | Private Capital | Download | ||
| 01/03/24 | 2024 | Alliant Insurance Services, Inc. | Employee Benefits Division | OR | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/03/24 | 2024 | Johnson & Johnson, Inc. | Mid Valley General Agency, LLC | OR | Independent Agency/Broker | MGA | P&C | Download |
| 01/02/24 | 2024 | ALKEME Holdings Corporation | Independent Agency/Broker | Retail | EB & Consulting | Download | ||
| 01/02/24 | 2024 | ALKEME INC. | Hardwick Insurance LLC | CA | Insurance Broker | Retail | P&C | Download |
| 01/02/24 | 2024 | Keystone Agency Partners LLC | Assets of Johnson Insurance | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/02/24 | 2024 | Keystone Agency Partners LLC | Assets of Sunbelt Financial Services, Inc. D/B/A The Hamilton Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 01/01/24 | 2024 | Acrisure, LLC | Independent Agency/Broker | Retail | P&C | |||
| 01/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | MI | Insurance Broker | Retail | P&C | |
| 01/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | MI | Insurance Broker | Retail | P&C | |
| 01/01/24 | 2024 | Alera Group, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 01/01/24 | 2024 | Alera Group, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 01/01/24 | 2024 | ALKEME Holdings Corporation | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 01/01/24 | 2024 | Risk Strategies Company, LLC | The Baker Benefit Group, LLC | MA | Insurance Broker | Retail | EB & Consulting | Download |
| 01/01/24 | 2024 | BroadStreet Partners, Inc. | Book of Business | Independent Agency/Broker | Retail | P&C | ||
| 01/01/24 | 2024 | BroadStreet Partners, Inc. | Book of Business | Independent Agency/Broker | Retail | P&C | ||
| 01/01/24 | 2024 | BroadStreet Partners, Inc. | Certain insurance assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/24 | 2024 | BroadStreet Partners, Inc. | Certain insurance assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/24 | 2024 | BroadStreet Partners, Inc. | Certain insurance assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/24 | 2024 | BroadStreet Partners, Inc. | Undisclosed Insurance Agancy | Independent Agency/Broker | Retail | P&C | ||
| 01/01/24 | 2024 | Heffernan Insurance Brokers, Inc. | Calco Commercial Insurance Services Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 12/31/23 | 2023 | Alera Group, Inc | Undisclosed insurance agency | Private Capital | ||||
| 12/31/23 | 2023 | King Insurance Agency of Gainesville, LLC | Partner's Insurance Agency, Inc. | Private Capital | ||||
| 12/29/23 | 2023 | Inszone Insurance Services, Inc. | Talerity LLC | Private Capital | ||||
| 12/29/23 | 2023 | Keystone Agency Partners LLC | Non-Disclosed Insurance Agency | Private Capital | ||||
| 12/29/23 | 2023 | Risk Strategies Company, LLC | Undisclosed Insurance Agency | Private Capital | ||||
| 12/27/23 | 2023 | Crest Insurance Group, LLC | Candy Insurance Agency. | AZ | Independent Agency/Broker | Retail | P&C | Download |
| 12/27/23 | 2023 | Inszone Insurance Services, Inc. | LPL Insurance Agency, Inc | CA | Independent Agency/Broker | Retail | P&C | Download |
| 12/26/23 | 2023 | Brown & Brown, Inc. | Assets of Caton Hosey. | Public Broker | Retail | P&C | Download | |
| 12/20/23 | 2023 | Aon Corporation | NFP Corp. | NY | Public Broker | Retail | Multi Line | Download |
| 12/20/23 | 2023 | Oakbridge Insurance Agency LLC | Akin Insurance Agency, Inc | GA | Independent Agency/Broker | Retail | P&C | Download |
| 12/19/23 | 2023 | Ensurise, LLC | Undisclosed insurance agency | Private Capital | ||||
| 12/19/23 | 2023 | Integrity Marketing Group LLC | Delmarva Benefit Group | DE | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 12/19/23 | 2023 | Keystone Agency Partners LLC | GLYAM, INC. | FL | Independent Agency/Broker | Retail | P&C | |
| 12/19/23 | 2023 | Keystone Agency Partners LLC | Sabal Benefits, LLC | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/18/23 | 2023 | Risk Strategies Company, LLC | Robert Alan Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 12/15/23 | 2023 | Champion Risk & Insurance Services, L.P. | LUX Insurance Services | Private Capital | ||||
| 12/15/23 | 2023 | Inszone Insurance Services, Inc. | Lambert & Lambert | Private Capital | ||||
| 12/14/23 | 2023 | Alera Group, Inc. | CBM Insurance Agency LLC | DE | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/14/23 | 2023 | AUB Group Limited | Mexbrit, Inc. | FL | Public Broker | MGA | P&C | |
| 12/13/23 | 2023 | Oakbridge Insurance Agency LLC | M D Iverson Group | GA | Independent Agency/Broker | Retail | P&C | Download |
| 12/13/23 | 2023 | OneDigital Health and Benefits | RiskSOURCE Clark Theders | OH | Independent Agency/Broker | Retail | P&C | Download |
| 12/12/23 | 2023 | Alera Group, Inc. | Fraser Group | AZ | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/12/23 | 2023 | Alliant Insurance Services | Medi-Solutions Insurance Agency | NJ | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 12/12/23 | 2023 | Hub International Limited | Creative Business Solutions Group | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/12/23 | 2023 | Integrity Marketing Group LLC | JST Financial | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 12/11/23 | 2023 | AmeriLife Group, L.L.C. | USA Benefits Group | FL | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 12/11/23 | 2023 | Biltmore Insurance Services | American Insurance Leaders | FL | Independent Agency/Broker | Retail | P&C | Download |
| 12/11/23 | 2023 | High Street Insurance Partners, LLC | Undisclosed insurance agency | Private Capital | ||||
| 12/11/23 | 2023 | Maury Donnelly & Parr, Inc. | Wetzel & Lanzi, Inc. | MD | Independent Agency/Broker | Retail | P&C | Download |
| 12/08/23 | 2023 | Brown & Brown, Inc. | ABS Risk, LLC | Public Broker | MGA | P&C | Download | |
| 12/08/23 | 2023 | Risk Strategies Company, LLC | Undisclosed insurance agency | Private Capital | ||||
| 12/06/23 | 2023 | Higginbotham & Associates, Inc. | Botson Insurance Group | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/05/23 | 2023 | Arthur J. Gallagher & Co. | Hunt Insurance Agency, Inc. | IL | Public Broker | Retail | P&C | Download |
| 12/05/23 | 2023 | Hub International Limited | Disability Income Services, Inc | CA | Independent Agency/Broker | Wholesale | P&C | |
| 12/05/23 | 2023 | Hub International Limited | The Assets Of Professional Financial Specialists, Inc. | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/05/23 | 2023 | Integrity Marketing Group LLC | Hemati Insurance Agency | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 12/05/23 | 2023 | Patriot Growth Insurance Services, LLC | Blueprint Benefits | CT | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/04/23 | 2023 | Confie Seguros Insurance Services | Retail division | Independent Agency/Broker | Retail | P&C | Download | |
| 12/04/23 | 2023 | IMA Financial Group, Inc. | EBS Insurance Brokers, Inc. | MA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/23 | 2023 | AssuredPartners, Inc. | Undisclosed insurance agency | Private Capital | ||||
| 12/01/23 | 2023 | BroadStreet Partners, Inc. | The Quintal Agency | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/23 | 2023 | High Street Insurance Partners, LLC | Working Class Benefits LLC | Private Capital | ||||
| 12/01/23 | 2023 | Hyland Insurance | Stack Insurance Agency, Inc. | Private Capital | ||||
| 12/01/23 | 2023 | Relation Insurance Services, Inc. | Kane Insurance Agency | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/23 | 2023 | Relation Insurance, Inc. | Assets of Kane Insurance Agency, Inc. | IL | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/23 | 2023 | The Hilb Group, LLC | Inspired, Inc. | Private Capital | ||||
| 12/01/23 | 2023 | The Hilb Group, LLC | NEES Enroll, Inc. | Private Capital | ||||
| 12/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | MA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | TN | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | RI | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/23 | 2023 | Unison Risk Advisors | Arnold & Barton Insurance | FL | Independent Agency/Broker | Retail | P&C | |
| 12/01/23 | 2023 | USI Insurance Services, LLC | BOK Financial Insurance, Inc. | CO | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/23 | 2023 | Woodlands Financial Group | Brinson, Inc. | NC | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/01/23 | 2023 | World Insurance Associates, LLC | American Trust Insurance LLC | SD | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/23 | 2023 | World Insurance Associates, LLC | AVI Insurance Group, LLC | CT | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/23 | 2023 | World Insurance Associates, LLC | Calhoun Agency, Inc. | NJ | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/23 | 2023 | World Insurance Associates, LLC | Exchange Underwriters, Inc. | PA | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/23 | 2023 | World Insurance Associates, LLC | Foy Insurance Group, Inc. | NH | Independent Agency/Broker | Retail | P&C | Download |
| 11/30/23 | 2023 | Higginbotham & Associates, Inc. | Marshall Young Insurance | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/30/23 | 2023 | High Street Insurance Partners, LLC | Oswego Valley Insurance Agencies, LLC | Private Capital | ||||
| 11/30/23 | 2023 | Inszone Insurance Services, Inc. | Brandee Insurance Services Inc. | Private Capital | ||||
| 11/28/23 | 2023 | Integrity Marketing Group LLC | Forefront Agency | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/27/23 | 2023 | Independence Pet Group, Inc. | Pets Best Insurance Services, LLC | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 11/27/23 | 2023 | Union Bay Risk Advisors LLC | Commercial Brokers of America | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 11/24/23 | 2023 | The Liberty Company Insurance Brokers, LLC | Independent Corporate Underwriters | Independent Agency/Broker | MGA | Multi Line | Download | |
| 11/22/23 | 2023 | Mission Underwriters | American Eagle Underwriting Managers | Independent Agency/Broker | MGA | P&C | ||
| 11/21/23 | 2023 | Arthur J. Gallagher & Co. | Hughes Insurance Agency Inc. | Public Broker | Retail | Multi Line | Download | |
| 11/21/23 | 2023 | Kaplansky Insurance Agency, Inc. | KGBHTK Inc. | Independent Agency/Broker | Retail | P&C | ||
| 11/21/23 | 2023 | Leavitt Group Enterprises, Inc. | Kimbler Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/16/23 | 2023 | Arthur J. Gallagher & Co. | Certain Assets of Coverys Insurance Services Office | Public Broker | MGA | P&C | Download | |
| 11/16/23 | 2023 | Brown & Brown, Inc. | Insurance Portfolio | Public Broker | Retail | EB & Consulting | ||
| 11/16/23 | 2023 | Genstar Capital, LLC | Amwins | Other Buyer | Wholesale | Multi Line | Download | |
| 11/14/23 | 2023 | Bailey Place Insurance Agency, Inc. | Tanner-Ibbotson, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 11/14/23 | 2023 | Higginbotham & Associates, Inc. | Byars Wright | AL | Independent Agency/Broker | Retail | Multi Line | Download |
