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 |
---|---|---|---|---|---|---|---|---|
11/20/18 | 2018 | Alera Group, Inc. | Orion Risk Management Insurance Services Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
11/20/18 | 2018 | Arthur J. Gallagher & Co. | JP Tech Insurance Services Inc. | CA | Public Broker | Retail | P&C | |
11/15/18 | 2018 | Alera Group, Inc. | Perspective Financial Group, LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
11/14/18 | 2018 | INSURICA Insurance Management Network | McNeil & Co. Inc. | TX | Independent Agency/Broker | Retail | P&C | |
11/12/18 | 2018 | Brown & Brown, Inc. | Rodman Insurance Agency, Inc. | MA | Public Broker | Retail | P&C | |
11/08/18 | 2018 | Alera Group, Inc. | Lively Insurance Brokerage Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
11/07/18 | 2018 | AssuredPartners, Inc. | J.S. Clark Agency Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
11/07/18 | 2018 | DMS Insurance Holdings, LLC | Assets of ANBTX Insurance Services Inc. | TX | Independent Agency/Broker | Retail | P&C | |
11/06/18 | 2018 | Hub International Limited | TAMRAC Group Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
11/06/18 | 2018 | NFP Corp. | Fullerton Insurance Service, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
11/02/18 | 2018 | Arthur J. Gallagher & Co. | John R. Sharry, Inc. | MA | Public Broker | Retail | EB & Consulting | |
11/01/18 | 2018 | Acrisure, LLC | Brier Payne Meade Insurance Inc. | KS | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
11/01/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | MO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
11/01/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | NV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
11/01/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
11/01/18 | 2018 | Alera Group, Inc. | Crisp Insurance Advisors, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
11/01/18 | 2018 | Arch Capital Group Ltd. | McNeil & Co. Inc. | NY | Insurance Company | MGA | P&C | |
11/01/18 | 2018 | Arthur J. Gallagher & Co. | Walsh Agency, Inc. | PA | Public Broker | Retail | P&C | |
11/01/18 | 2018 | Ash Financial Holdings Group, Inc. | Target Insurance Services, Inc. | KS | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
11/01/18 | 2018 | BroadStreet Partners, Inc. | Book of Business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
11/01/18 | 2018 | BroadStreet Partners, Inc. | Book of Business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
11/01/18 | 2018 | BroadStreet Partners, Inc. | Book of Business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
11/01/18 | 2018 | BroadStreet Partners, Inc. | Certain insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
11/01/18 | 2018 | BroadStreet Partners, Inc. | Certain insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
11/01/18 | 2018 | BroadStreet Partners, Inc. | Undisclosed insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
11/01/18 | 2018 | First Bucks, LLC | Superior Benefit Plans, LLC | PA | Independent Agency/Broker | Retail | EB & Consulting | |
11/01/18 | 2018 | Foundation Risk Partners, Corp. | Undisclosed insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
11/01/18 | 2018 | Hub International Limited | Insurance Management Associates, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
11/01/18 | 2018 | Ladenburg Thalmann Financial Services Inc. | Certain assets of Four Seasons Financial, Group. | NJ | Independent Agency/Broker | Wholesale | EB & Consulting | |
11/01/18 | 2018 | NFP Corp. | Annette Willis Insurance Agency, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
11/01/18 | 2018 | NFP Corp. | Benefit Administration Group, Inc. | LA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
11/01/18 | 2018 | World Insurance Associates, LLC | Amato Insurance Agency, LLC | NJ | Independent Agency/Broker | Wholesale | Multi Line | |
10/31/18 | 2018 | Acrisure, LLC | Eastern Insurors LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/31/18 | 2018 | Hilb Group LLC | Aloisio Insurance Associates, Inc. | RI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/31/18 | 2018 | Lee Equity Partners, LLC | McLarens, Inc. | GA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
10/30/18 | 2018 | Horace Mann Educators Corporation | Benefits Consultants Group, Inc. | NJ | Independent Agency/Broker | MGA | EB & Consulting | |
10/30/18 | 2018 | Leavitt Group Enterprises, Inc. | Cascade Insurance | WA | Independent Agency/Broker | Retail | P&C | |
10/30/18 | 2018 | Reliance Global Group, Inc. | Commercial Solutions of Insurance Agency, LLC | NJ | Other Buyer | Retail | P&C | |
10/30/18 | 2018 | Risk Strategies Company, LLC | Arkin Yougentbob Associates, LLC | MD | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/29/18 | 2018 | Meadowbrook Insurance Group, Inc. | Carol P. Rummel Insurance Agency | FL | Insurance Company | Retail | P&C | |
10/25/18 | 2018 | Ethos Media Network, Inc. | EBS Insurance Brokers, Inc. | MA | Other Buyer | Retail | EB & Consulting | |
10/25/18 | 2018 | Ethos Media Network, Inc. | U.S. Benefits Alliance | MI | Other Buyer | Retail | EB & Consulting | |
10/25/18 | 2018 | INSURICA Insurance Management Network | Commercial Insurance.NET LLC | OK | Independent Agency/Broker | Retail | P&C | |
10/24/18 | 2018 | Cross Insurance | Provider Insurance Group | MA | Independent Agency/Broker | Retail | Multi Line | |
10/24/18 | 2018 | Gemspring Capital, LLC | Fiesta Insurance Franchise Corporation | NV | Other Buyer | Retail | P&C | |
10/23/18 | 2018 | Hilb Group LLC | Burns & Eustice Insurance Agency, Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/22/18 | 2018 | Arthur J. Gallagher & Co. | Richter International Consulting LLC | WA | Public Broker | Retail | EB & Consulting | |
10/22/18 | 2018 | Brown & Brown, Inc. | Hays Companies | MN | Public Broker | Retail | Multi Line | |
10/22/18 | 2018 | Digital Insurance, Inc. | Assurance Benefits Group, LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/22/18 | 2018 | NFP Corp. | Cambridge Consulting Group, LLC | MI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/22/18 | 2018 | USI Holdings Corporation | Beneficial Insurance Services LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/19/18 | 2018 | Private Investor - Bo Bittle | Armstrong-Hailer Insurance Company | AR | Other Buyer | Retail | Multi Line | |
10/18/18 | 2018 | Digital Insurance, Inc. | Paradigm Group LLC | TN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/18/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Redel Insurance Agency | MO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/16/18 | 2018 | Arthur J. Gallagher & Co. | Tyler Insurance Agency | CA | Public Broker | Retail | P&C | |
10/16/18 | 2018 | Hub International Limited | Jones Retirement | OK | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/15/18 | 2018 | BroadStreet Partners, Inc. | Undisclosed insurance agency | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
10/15/18 | 2018 | Otterstedt Insurance Agency | Sasco Insurance Services, Inc. | NJ | Independent Agency/Broker | Retail | Multi Line | |
10/11/18 | 2018 | American Financial Group, Inc. | ABA Insurance Services | OH | Insurance Company | MGA | P&C | |
10/11/18 | 2018 | Arthur J. Gallagher & Co. | Wellington Associates, Inc. | MS | Public Broker | Retail | Multi Line | |
10/11/18 | 2018 | EPIC (Edgewood Partners Insurance Center) | Total Management Corporation | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/09/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Allstar Insurance | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/08/18 | 2018 | Brown & Brown, Inc. | FNI Management Group | IL | Public Broker | Retail | P&C | |
10/08/18 | 2018 | Kapnick & Company, Inc | A. E. Mourad Agency, Inc. | MI | Independent Agency/Broker | Retail | EB & Consulting | |
10/05/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/03/18 | 2018 | Marsh & McLennan Companies, Inc. | Eustis Insurance &Benefits | LA | Public Broker | Retail | Multi Line | |
10/03/18 | 2018 | Sharpline Insurance Brokerages, LLC | Genesis Asset Protection | PA | Independent Agency/Broker | Retail | Multi Line | |
10/02/18 | 2018 | Alliant Insurance Services | Zande Group | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/02/18 | 2018 | Sunstar Insurance Group, LLC | GIG of Missouri | MO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/02/18 | 2018 | Worldwide Facilities, Inc. | Draco Insurance Solutions | MA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
10/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | OR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/18 | 2018 | Alera Group, Inc. | Distinctive Insurance | NV | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/01/18 | 2018 | Alera Group, Inc. | GLB Insurance Group of Nevada | NV | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/01/18 | 2018 | Baldwin Risk Partners | S.S. Nesbitt & Company, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/01/18 | 2018 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency | MN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/01/18 | 2018 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
10/01/18 | 2018 | Hilb Group LLC | DBR Group, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
10/01/18 | 2018 | Hub International Limited | New Gate Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
10/01/18 | 2018 | J. Edwards Agency | The Johanson Agency | NY | Independent Agency/Broker | Retail | P&C | |
10/01/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Spencer Insurance Agency LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/30/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/28/18 | 2018 | AssuredPartners, Inc. | Regal Aviation Insurance | OR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/27/18 | 2018 | A W Welt Ambrisco Insurance | Fisher Insurance Agency | IA | Independent Agency/Broker | Retail | P&C | |
09/26/18 | 2018 | Risk Strategies Company, LLC | Preferred Personal Insurance Agency, LLP | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/25/18 | 2018 | Risk Strategies Company, LLC | Select Insurance Markets, LLP | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/24/18 | 2018 | Skyward Specialty Insurance Group Inc. | Creative Risk Underwriters | GA | Insurance Company | MGA | P&C | |
09/21/18 | 2018 | American International Group, Inc. | Glatfelter Insurance Group | PA | Insurance Company | MGA | P&C | |
09/21/18 | 2018 | World Insurance Associates, LLC | Insure.net, LLC | CT | Independent Agency/Broker | Retail | P&C | |
09/20/18 | 2018 | AssuredPartners, Inc. | Evolve Consulting Group Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/19/18 | 2018 | Bankers Insurance, LLC | Inusurance agency assets | Independent Agency/Broker | Retail | P&C | ||
09/18/18 | 2018 | Brown & Brown, Inc. | Vandroff Insurance Agency, Inc. | FL | Public Broker | Retail | Multi Line | |
09/18/18 | 2018 | Next Generation Holdings Ltd | Zodiac Insurance Services, Inc. | NJ | Independent Agency/Broker | MGA | P&C | |
09/18/18 | 2018 | Worldwide Facilities, Inc. | McClelland and Hine Trucking Underwriters | TX | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
09/17/18 | 2018 | AssuredPartners, Inc. | Employee Benefits Business | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | ||
09/17/18 | 2018 | Kinney Pike Insurance Inc. | Parker Agency | VT | Independent Agency/Broker | Retail | P&C | |
09/14/18 | 2018 | Arthur J. Gallagher & Co. | Rogers & Young Insurance Services, LLC | CA | Public Broker | Retail | P&C | |
09/13/18 | 2018 | AssuredPartners, Inc. | Winding Way Holdings Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/13/18 | 2018 | EPIC (Edgewood Partners Insurance Center) | Vanbridge LLC | NY | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
09/12/18 | 2018 | Alera Group, Inc. | Burnham Benefit Advisors | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/10/18 | 2018 | AssuredPartners, Inc. | Roemer Insurance, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/10/18 | 2018 | AssuredPartners, Inc. | Sunforest Transportation Insurance Group Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/10/18 | 2018 | Digital Insurance, Inc. | TDC Virginia Benefits & Risk Management, Inc. | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/06/18 | 2018 | Alliant Insurance Services | Harbor Group Consulting, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/06/18 | 2018 | Arthur J. Gallagher & Co. | United Dealer Services, L.L.C. | NY | Public Broker | MGA | P&C | |
09/06/18 | 2018 | Digital Insurance, Inc. | Tomorrow's Employment Concepts, LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/05/18 | 2018 | AssuredPartners, Inc. | Ranew Insurance Agency, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/05/18 | 2018 | Brown & Brown, Inc. | Finance & Insurance Resources, Inc. | MA | Public Broker | Retail | P&C | |
09/05/18 | 2018 | Digital Insurance, Inc. | LMG International | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/05/18 | 2018 | Hub International Limited | Harman Agency, LLC | ID | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/05/18 | 2018 | NSI Insurance Group | Weinstein Insurance Services, LLC | FL | Independent Agency/Broker | Retail | P&C | |
09/04/18 | 2018 | Arthur J. Gallagher & Co. | Wheatman Insurance Services LLC | CA | Public Broker | Retail | Multi Line | |
09/04/18 | 2018 | Digital Insurance, Inc. | Marder Benefits, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | NV | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/18 | 2018 | Alera Group, Inc. | Assets of VantagePoint | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/01/18 | 2018 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
09/01/18 | 2018 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
09/01/18 | 2018 | Brown & Brown, Inc. | AC&S Financial Services | VA | Public Broker | Retail | P&C | |
09/01/18 | 2018 | Brown & Brown, Inc. | Gold Circle Benefits | NY | Public Broker | Retail | EB & Consulting | |
09/01/18 | 2018 | Easley Hedrick Insurance & Financial | Brandon Scearce Insurance Agency | VA | Independent Agency/Broker | Retail | P&C | |
09/01/18 | 2018 | Easley Hedrick Insurance & Financial | Eric Arthur Jr. Insurance Services Inc. | VA | Independent Agency/Broker | Retail | P&C | |
09/01/18 | 2018 | Easley Hedrick Insurance & Financial | Moncure Insurance Agency Inc. | VA | Independent Agency/Broker | Retail | P&C | |
09/01/18 | 2018 | Easley Hedrick Insurance & Financial | Roy R Yeatts Jr. | VA | Independent Agency/Broker | Retail | P&C | |
09/01/18 | 2018 | Easley Hedrick Insurance & Financial | Sam Nichols | VA | Independent Agency/Broker | Retail | P&C | |
09/01/18 | 2018 | Hub International Limited | Cash & Associates, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/01/18 | 2018 | Insgroup, Inc. | Fred Brown & Companies | TX | Independent Agency/Broker | Retail | EB & Consulting | |
09/01/18 | 2018 | Vizance, Inc. | Sparks Insurance, Inc. | WI | Independent Agency/Broker | Retail | Multi Line | |
08/31/18 | 2018 | Alera Group, Inc. | Champion Benefits | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
08/31/18 | 2018 | Foundation Risk Partners, Corp. | Gallo-American-Calder Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/31/18 | 2018 | Holman Insurance Services, LLC | Murray Insurance Agency Inc. | FL | Independent Agency/Broker | Retail | P&C | |
08/31/18 | 2018 | USI Holdings Corporation | The Gaudreau Group, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/29/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Ritman & Associates, Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/28/18 | 2018 | Arthur J. Gallagher & Co. | International Employee Benefits Solutions, Inc. | CA | Public Broker | Retail | EB & Consulting | |
08/28/18 | 2018 | Countybank | B. A. Bennett & Co | SC | Bank or Thrift | Retail | Multi Line | |
08/22/18 | 2018 | Brown & Brown, Inc. | Burke Group, Inc. | LA | Public Broker | Retail | P&C | |
08/22/18 | 2018 | Central Ohio Financial Services, INC | Hopkins Insurance Agency, Inc. | IN | Other Buyer | Retail | Multi Line | |
08/21/18 | 2018 | Keystone Insurers Group, Inc. | Coverra Insurance Services, Inc. | WI | Independent Agency/Broker | Retail | P&C | |
08/20/18 | 2018 | BroadStreet Partners, Inc. | Book of Business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
08/20/18 | 2018 | Huron Capital Partners, LLC | Peterson McGregor & Associates LLC | MI | Other Buyer | Retail | Multi Line | |
08/17/18 | 2018 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/16/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Merchants Preferred Insurance Services, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/14/18 | 2018 | Alera Group, Inc. | Barnes Insurance and Financial Services, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/14/18 | 2018 | Kaplansky Insurance Agency, Inc. | Lit-Flynn Insurance Agency | MA | Independent Agency/Broker | Retail | P&C | |
08/14/18 | 2018 | TrueNorth Companies LLC | Jewell Insurance Associates, Inc. | CO | Independent Agency/Broker | Retail | P&C | |
08/13/18 | 2018 | Higginbotham & Associates, Inc. | Hull Agency Insurance | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/10/18 | 2018 | Liberty Company Insurance Brokers | Mitchell & Mitchell Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
08/09/18 | 2018 | Bregal Sagemount | Align Financial Group, LLC | CA | Other Buyer | MGA | P&C | |
08/09/18 | 2018 | Higginbotham & Associates, Inc. | Colt Risk Management Services, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/09/18 | 2018 | Hub International Limited | Kilbride & Harris Insurance Services, LLC | ME | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/08/18 | 2018 | Massachusetts Mutual Life Insurance Company | Quilt Insurance Agency, LLC | MA | Insurance Company | Retail | P&C | |
08/07/18 | 2018 | Constellation Affiliated Partners | American Insurance Professionals, LLC | AZ | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
08/06/18 | 2018 | Hub International Limited | Assets of Ward Agency | TA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
08/03/18 | 2018 | M.J. Hall & Company, Inc. | Wholesale Connection Insurance Services' policy renewal rights | CA | Independent Agency/Broker | MGA | P&C | |
08/03/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Asenbrenner Insurance Agency Inc. | WI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/02/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Jem Insurance Services, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
08/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | NV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/01/18 | 2018 | Armfield, Harrison & Thomas, Inc. | Saul & Associates | PA | Independent Agency/Broker | Retail | P&C | |
08/01/18 | 2018 | Baldwin Risk Partners | Atlas Insurance Marketing | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
08/01/18 | 2018 | Baldwin Risk Partners | Montoya & Associates | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/01/18 | 2018 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
08/01/18 | 2018 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
08/01/18 | 2018 | Brown & Brown, Inc. | Brindley Insurance Agency | TN | Public Broker | Retail | Multi Line | |
08/01/18 | 2018 | Brown & Brown, Inc. | J. P. Perry Insurance | FL | Public Broker | Retail | Multi Line | |
08/01/18 | 2018 | Leavitt Group Enterprises, Inc. | ComTech Specialty Group | UT | Independent Agency/Broker | Retail | P&C | |
08/01/18 | 2018 | NFP Corp. | Specialty Insurance Consultants LLC | WA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
08/01/18 | 2018 | North Risk Partners LLC | Benefit Solutions Inc. | IA | Independent Agency/Broker | Retail | EB & Consulting | |
08/01/18 | 2018 | Partners Group, LTD. | Mcdonald Insurance Group, Inc. | WA | Independent Agency/Broker | Retail | Multi Line | |
07/31/18 | 2018 | Crest Insurance Group, LLC | Colorado Restaurant Insurance Agency, Inc. | CO | Independent Agency/Broker | Retail | Multi Line | |
07/31/18 | 2018 | FBinsure, LLC | Jose S. Castelo Insurance Agency, Inc. | MA | Bank or Thrift | Retail | P&C | |
07/30/18 | 2018 | Exchange Underwriters, Inc. | Beynon Insurance Agency | PA | Independent Agency/Broker | Retail | Multi Line | |
07/30/18 | 2018 | Investor Group | PMC Home & Auto Insurance Agency, LLC | FL | Other Buyer | Retail | P&C | |
07/30/18 | 2018 | Lovell Minnick Holdings LLC | National Auto Care Corporation | FL | Other Buyer | Wholesale | P&C | |
07/30/18 | 2018 | Ryan Specialty Group, LLC | ARC Specialty Brokerage | NY | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
07/29/18 | 2018 | AssuredPartners, Inc. | Southern Jewelry Insurance | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/27/18 | 2018 | ACE Financial | Coastal Brokers | CA | Insurance Company | MGA | P&C | |
07/27/18 | 2018 | Higginbotham & Associates, Inc. | Sellers-Patterson Insurance | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
07/23/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Lakes Insurance Group, Corp. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/20/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Transway Insurance Agency, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/18/18 | 2018 | Integrity Marketing Group LLC | National Independent Brokers, Inc. | MN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/18/18 | 2018 | Prime Risk Partners, Inc. | Joseph P. Price Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
07/18/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Central Insurance Advisors LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/17/18 | 2018 | Core Assurance Partners, Inc. | E. L. Creech & Co., Inc | VA | Independent Agency/Broker | Retail | P&C | |
07/17/18 | 2018 | Risk Strategies Company, LLC | Oxford Risk Management Group | MD | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
07/16/18 | 2018 | Arthur J. Gallagher & Co. | Jack Nebel Companies, Inc. | IL | Public Broker | MGA | P&C | |
07/13/18 | 2018 | Brown & Brown, Inc. | Coffman-Standridge Incorporated | AR | Public Broker | Retail | P&C | |
07/13/18 | 2018 | Digital Insurance, Inc. | Beneflex Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/12/18 | 2018 | Digital Insurance, Inc. | Texas Financial Group, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/11/18 | 2018 | AssuredPartners, Inc. | Hutson Insurance Group | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/10/18 | 2018 | Balsiger Insurance | Branch of CKH Financial Insurance Agency | TX | Independent Agency/Broker | Retail | Multi Line | |
07/09/18 | 2018 | Alliant Insurance Services | CLS Partners, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/09/18 | 2018 | Tokio Marine HCC | WNC Insurance Services Inc. | CA | Insurance Company | MGA | P&C | |
07/06/18 | 2018 | DOXA Insurance Holdings LLC | Chatham Insurance Services, Inc. | IL | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
07/05/18 | 2018 | AssuredPartners, Inc. | Kincel & Company, Ltd. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
07/03/18 | 2018 | AssuredPartners, Inc. | Safeguard Insurance | NE | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line |