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 |
---|---|---|---|---|---|---|---|---|
07/03/18 | 2018 | Hub International Limited | Woodward Insurance Group | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/02/18 | 2018 | BNC Insurance Agency | Murray, Schoen & Homer, Inc. | NY | Independent Agency/Broker | Retail | P&C | |
07/02/18 | 2018 | Brown & Brown, Inc. | Health Special Risk Inc. | TX | Public Broker | MGA | P&C | |
07/02/18 | 2018 | Holmes Murphy & Associates | Cobb Strecker Dunphy & Zimmermann, Inc. | MN | Independent Agency/Broker | Retail | Multi Line | |
07/02/18 | 2018 | U.S. Employee Benefits Services Group, LLC | BenTec Workplace Solutions | FL | Independent Agency/Broker | Retail | EB & Consulting | |
07/02/18 | 2018 | World Insurance Associates, LLC | Northern Insurance Group/Worldwide Risk Management, Inc. | ME | Independent Agency/Broker | Retail | Multi Line | |
07/01/18 | 2018 | Acrisure, LLC | Insurance Advisors, Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
07/01/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/01/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
07/01/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
07/01/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/01/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/01/18 | 2018 | Alera Group, Inc. | Advanced Benefits Strategies, Inc | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/01/18 | 2018 | BroadStreet Partners, Inc. | Book of business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
07/01/18 | 2018 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
07/01/18 | 2018 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
07/01/18 | 2018 | BroadStreet Partners, Inc. | Certain insurance assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
07/01/18 | 2018 | Brown & Brown, Inc. | Professional Disability Associates, LLC | ME | Public Broker | Retail | P&C | |
07/01/18 | 2018 | Brown & Brown, Inc. | Tower Hill Prime Insurance | FL | Public Broker | Retail | P&C | |
07/01/18 | 2018 | Byars|Wright, Inc. | Insurance Store | AL | Independent Agency/Broker | Retail | P&C | |
07/01/18 | 2018 | Hilb Group LLC | Southern Maryland Insurance, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/01/18 | 2018 | HMS Agency Inc. | Adirondack Family Insurance Services, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
07/01/18 | 2018 | Ollis/Akers/Arney | Paul Long Agency, LLC | MO | Independent Agency/Broker | Retail | P&C | |
07/01/18 | 2018 | Origin Bancorp, Inc. | Certain assets and liabilities | Bank or Thrift | Retail | Multi Line | ||
07/01/18 | 2018 | Private Investor | IL Group | AL | Other Buyer | Wholesale | P&C | |
07/01/18 | 2018 | Sunstar Insurance Group, LLC | Strong's Insurance Inc. | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/01/18 | 2018 | TMS Re | Munich Re Stop Loss, Inc. | MA | Insurance Company | MGA | P&C | |
07/01/18 | 2018 | World Insurance Associates, LLC | R.B. Lewis Associates, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
06/30/18 | 2018 | Alera Group, Inc. | Insurance Alliance of Central Pennsylvania, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/30/18 | 2018 | Marsh & McLennan Companies, Inc. | Insurance Associates, Inc. | MD | Public Broker | Retail | Multi Line | |
06/30/18 | 2018 | Marsh & McLennan Companies, Inc. | Klein Agency Inc. | MN | Public Broker | Retail | P&C | |
06/29/18 | 2018 | NFP Corp. | Aquesta Insurance Services, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/29/18 | 2018 | TrueNorth Companies LLC | Gateway Insurance Services, Inc. | IA | Independent Agency/Broker | Retail | Multi Line | |
06/29/18 | 2018 | United Community Financial Corp. | Steinhauser Agency Inc. | OH | Insurance Company | Retail | P&C | |
06/27/18 | 2018 | Baldwin Risk Partners | Midsouth Benefits | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
06/27/18 | 2018 | Effective Coverage, LLC | Bungalow Insurance LLC | NY | Independent Agency/Broker | Retail | P&C | |
06/27/18 | 2018 | Partners Group, LTD. | Mcdonald Insurance Group, Inc. | WA | Independent Agency/Broker | Retail | P&C | |
06/26/18 | 2018 | Long Arc Capital LP | Renaissance Alliance Insurance Services LLC | MA | Other Buyer | Retail | Multi Line | |
06/25/18 | 2018 | Marsh & McLennan Companies, Inc. | Wortham Insurance | TX | Public Broker | Retail | Multi Line | |
06/22/18 | 2018 | Arthur J. Gallagher & Co. | Dicentra Pension Services, LLC | MN | Public Broker | Retail | EB & Consulting | |
06/21/18 | 2018 | Arthur J. Gallagher & Co. | Binney, Chase & Van Horne, Inc. | CA | Public Broker | Retail | Multi Line | |
06/21/18 | 2018 | Arthur J. Gallagher & Co. | Marchetti, Robertson & Brickell Insurance and Bonding Agency, Inc. | MS | Public Broker | Retail | Multi Line | |
06/21/18 | 2018 | Digital Insurance, Inc. | i2i Benefits and Insurance Services, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
06/19/18 | 2018 | Alera Group, Inc. | Kaercher Insurance Agency, Inc. | NV | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
06/19/18 | 2018 | Associated Agencies, Inc. | Barry Spitzer & Associates | IL | Independent Agency/Broker | Retail | EB & Consulting | |
06/19/18 | 2018 | AssuredPartners, Inc. | Main Street Insurance, Inc. | WV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/19/18 | 2018 | Brown & Brown, Inc. | Loving and Etheredge dba Arkansas Insurance Facilities | TX | Public Broker | MGA | P&C | |
06/18/18 | 2018 | Brown & Brown, Inc. | C & C Risk Services, LLC | TX | Public Broker | MGA | P&C | |
06/18/18 | 2018 | Combined Agents of America LLC | GM Peters Agency, Inc. | MO | Independent Agency/Broker | Retail | P&C | |
06/18/18 | 2018 | Kaplansky Insurance Agency, Inc. | Kelleher & Mackey Insurance Agency | MA | Independent Agency/Broker | Retail | P&C | |
06/14/18 | 2018 | AssuredPartners, Inc. | Bell Insurance Group, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/11/18 | 2018 | Arthur J. Gallagher & Co. | H.R. Keller & Co., Inc. | NY | Public Broker | MGA | P&C | |
06/07/18 | 2018 | Digital Insurance, Inc. | Double Honor Benefits Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
06/06/18 | 2018 | Digital Insurance, Inc. | Hamstra Benefit Solutions, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
06/05/18 | 2018 | Hub International Limited | Flather & Perkins, Inc. | DC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/05/18 | 2018 | Integrity Marketing Group LLC | Agent Service Connection, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/05/18 | 2018 | Shoreline Financial Group LLC | Abrens Insurance | CT | Independent Agency/Broker | Retail | P&C | |
06/04/18 | 2018 | Darr Schackow Insurance Agency, LLC | Frani Schmidt Insurance Agency | FL | Independent Agency/Broker | Retail | P&C | |
06/04/18 | 2018 | Sun Life Financial Inc. | Maxwell Health | MA | Other Buyer | Retail | EB & Consulting | |
06/01/18 | 2018 | Acrisure, LLC | TCE Insurance Services, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
06/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
06/01/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/01/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/01/18 | 2018 | Alera Group, Inc. | Mike Menath Insurance, Inc. | NV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/01/18 | 2018 | Ample Insurance Company, LLC | C & S Insurance Agency Inc. | FL | Independent Agency/Broker | Retail | P&C | |
06/01/18 | 2018 | Ample Insurance Company, LLC | Insurance Today Group Inc. | FL | Independent Agency/Broker | Retail | P&C | |
06/01/18 | 2018 | Ample Insurance Company, LLC | Townsend Insurance Group | FL | Independent Agency/Broker | Retail | P&C | |
06/01/18 | 2018 | AssuredPartners, Inc. | Lundy & Clark Insurance Group, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/01/18 | 2018 | BroadStreet Partners, Inc. | Certain insurance assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
06/01/18 | 2018 | Craven House Capital Plc | IIU, Inc. | VA | Other Buyer | Retail | EB & Consulting | |
06/01/18 | 2018 | Eastern Bank Corporation | R.L. Tennant Insurance Agency, Inc. | MA | Bank or Thrift | Retail | P&C | |
06/01/18 | 2018 | Hilb Group LLC | BAR Insurance Brokerage, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
06/01/18 | 2018 | Hilb Group LLC | Undisclosed Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
06/01/18 | 2018 | INSURICA Insurance Management Network | Employer Solutions Group | TX | Independent Agency/Broker | Retail | EB & Consulting | |
06/01/18 | 2018 | Marsh & McLennan Companies, Inc. | Bleakley Insurance Services Inc. | CA | Public Broker | Retail | EB & Consulting | |
06/01/18 | 2018 | NFP Corp. | Commerce Insurance Group, LLC | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/31/18 | 2018 | Hub International Limited | Professional Program Insurance Brokerage | CA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
05/31/18 | 2018 | Verona Insurance Agency, Inc. | Every Day Insurance | FL | Independent Agency/Broker | Retail | P&C | |
05/31/18 | 2018 | Worldwide Facilities, Inc. | RIC Insurance General Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
05/29/18 | 2018 | Arthur J. Gallagher & Co. | Thomas Costello Insurance Agency, Inc. | CA | Public Broker | Retail | Multi Line | |
05/23/18 | 2018 | INSURICA Insurance Management Network | Zodrow and Neighbors Insurance LLC | OK | Independent Agency/Broker | Retail | P&C | |
05/22/18 | 2018 | Integrity Marketing Group LLC | Senior Market division of Cornerstone Broker Insurance Services Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
05/22/18 | 2018 | Risk Strategies Company, LLC | Corporate Benefit Audits, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/21/18 | 2018 | RightSure Insurance Group | ETNA INSURANCE AGENCY, INC. | AZ | Independent Agency/Broker | Retail | P&C | |
05/18/18 | 2018 | Digital Insurance, Inc. | Strategic Employee Benefit Services | OK | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/17/18 | 2018 | Insurance Group of St. Charles County, LLC | Insurance of Ellisville, LLC | MO | Independent Agency/Broker | Retail | P&C | |
05/16/18 | 2018 | Risk Strategies Company, LLC | Costello Benefits Group Insurance Brokerage Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/15/18 | 2018 | Baldwin Risk Partners | Cadence Insurance | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/15/18 | 2018 | BroadStreet Partners, Inc. | G.M. Abodeely Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/15/18 | 2018 | Evans Bancorp, Inc. | Richardson & Stout, Inc. | NY | Bank or Thrift | Retail | P&C | |
05/15/18 | 2018 | TowneBank | Michael R. Bare, L.L.C. | NC | Bank or Thrift | Retail | P&C | |
05/14/18 | 2018 | AssuredPartners, Inc. | Peoples Insurance Agency Limited | IA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/14/18 | 2018 | Baldwin Risk Partners | Town & Country Insurance Agency, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/14/18 | 2018 | CPro Associates, Inc. | Pan-American Benefits Solutions, Inc. - book of business | TX | Other Buyer | MGA | EB & Consulting | |
05/14/18 | 2018 | NFP Corp. | 1st Community Insurance Services Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/14/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | First Choice Insurance Agency, Inc. | MO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/10/18 | 2018 | Arthur J. Gallagher & Co. | Pronto Holdco LLC | TX | Public Broker | MGA | P&C | |
05/10/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Affiliated Insurance Managers - book of business | LA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/09/18 | 2018 | Arthur J. Gallagher & Co. | A.J. Amer Agency, Inc. | OH | Public Broker | Retail | Multi Line | |
05/08/18 | 2018 | Flexpoint Ford, LLC | Propel Insurance Agency, LLC | WA | Other Buyer | Retail | Multi Line | |
05/08/18 | 2018 | Hub International Limited | Barnett Corporate Insurers, LLC | TN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/08/18 | 2018 | Integrity Marketing Group LLC | GoldenCare USA, Inc. | MN | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
05/08/18 | 2018 | USI Holdings Corporation | CHS Insurance Services LLC | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/07/18 | 2018 | Webber & Grinnell Insurance Agency, Inc. | Ross Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
05/04/18 | 2018 | Cochrane & Company | Heritage General Agency | CO | Independent Agency/Broker | MGA | P&C | |
05/04/18 | 2018 | Hub International Limited | Easy Truck Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/03/18 | 2018 | Alliant Insurance Services | Engel Agency, Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/03/18 | 2018 | AssuredPartners, Inc. | National Insurance Services of Wisconsin, Inc. | WI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/03/18 | 2018 | Mark Edward Partners, LLC | Kaplow Insurance Agency, LLC | NY | Independent Agency/Broker | MGA | P&C | |
05/03/18 | 2018 | Salem Five Bancorp | Fabri & Rourke Insurance Agency, Inc. | MA | Bank or Thrift | Retail | P&C | |
05/02/18 | 2018 | Hub International Limited | Kelly King Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/01/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | AZ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/01/18 | 2018 | Acrisure, LLC | Undisclosed insurance agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | HI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/01/18 | 2018 | Alera Group, Inc. | Benefit Plan Strategies, Inc. | OK | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/01/18 | 2018 | Alera Group, Inc. | Courtney Group, Ltd. | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/01/18 | 2018 | Alera Group, Inc. | Dickerson Employee Benefits, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/01/18 | 2018 | Alera Group, Inc. | Strategic Employee Benefit Services of Pittsburgh, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/01/18 | 2018 | Associated Banc-Corp | Anderson Insurance & Investment Agency | MN | Bank or Thrift | Retail | P&C | |
05/01/18 | 2018 | AssuredPartners, Inc. | Cornerstone Insurance Group, LLC | MO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/01/18 | 2018 | BroadStreet Partners, Inc. | Certain insurance assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
05/01/18 | 2018 | BroadStreet Partners, Inc. | Certain insurance assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
05/01/18 | 2018 | Brown & Brown, Inc. | Servco Pacific Insurance - Hawaii and Pacific Northwest | HI | Public Broker | Retail | P&C | |
05/01/18 | 2018 | Bryn Mawr Bank Corporation | Domenick & Company, Inc. | PA | Bank or Thrift | Retail | Multi Line | |
05/01/18 | 2018 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/01/18 | 2018 | Hilb Group LLC | Allen C. Bentson Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/01/18 | 2018 | NFP Corp. | Low & Johnson, Inc. | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/01/18 | 2018 | Prime Risk Partners, Inc. | Roblin Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/01/18 | 2018 | Risk Strategies Company, LLC | Cincinnati Intermediaries, LLC | OH | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
04/30/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/30/18 | 2018 | Investor Group | Independent Insurance Group | TX | Other Buyer | Retail | Multi Line | |
04/30/18 | 2018 | Peter C. Foy & Associates Insurance Services, LLC | Clark & Associates of Nevada, Inc. | NV | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/30/18 | 2018 | Peter C. Foy & Associates Insurance Services, LLC | R. L. Milsner, Inc. Insurance Brokerage | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/30/18 | 2018 | Peter C. Foy & Associates Insurance Services, LLC | Senex Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
04/30/18 | 2018 | Peter C. Foy & Associates Insurance Services, LLC | Stratton Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/26/18 | 2018 | Alera Group, Inc. | Tippett Moorhead Financial Partners, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
04/26/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Elton Porter Marine Insurance Agency, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/25/18 | 2018 | Higginbotham & Associates, Inc. | Butler Carson Tate Insurance Agency, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/24/18 | 2018 | Augustus Specialty | International Transportation & Marine Inc. | AZ | Other Buyer | MGA | P&C | |
04/24/18 | 2018 | Hub International Limited | BK-JET Group, LLC | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/23/18 | 2018 | AssuredPartners, Inc. | The Elan Group | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
04/23/18 | 2018 | Midland Commerce Insurance, LLC | Dublin Agency, Inc. | MO | Independent Agency/Broker | Retail | P&C | |
04/19/18 | 2018 | AssuredPartners, Inc. | RDD Holdings, Inc. dba the Elan Group | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
04/17/18 | 2018 | Leavitt Group Enterprises, Inc. | PFG Holding Inc. dba HBT Insurance | WA | Independent Agency/Broker | Retail | P&C | |
04/16/18 | 2018 | BenefitMall | Slattery GA | NJ | Independent Agency/Broker | Wholesale | EB & Consulting | |
04/12/18 | 2018 | Alliant Insurance Services | Crystal & Company | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/12/18 | 2018 | Baldwin Risk Partners | Chris Black Insurance | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/11/18 | 2018 | Brown & Brown, Inc. | Manning & Nozick Insurance Agency | GA | Public Broker | Retail | P&C | |
04/11/18 | 2018 | LTC Financial Partners, LLC | Smith Companies, Limited | MA | Independent Agency/Broker | Retail | Multi Line | |
04/10/18 | 2018 | Baldwin Risk Partners | Senior Health Plis, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
04/09/18 | 2018 | Arthur J. Gallagher & Co. | Integrity Transportation Insurance Agency, LLC | TX | Public Broker | Retail | P&C | |
04/09/18 | 2018 | BroadStreet Partners, Inc. | Bailey Agencies, Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/09/18 | 2018 | Digital Insurance, Inc. | Claude C Bridger Insurance Associates, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
04/09/18 | 2018 | Worldwide Facilities, Inc. | Gerald J. Sullivan & Associates, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
04/08/18 | 2018 | Foundation Risk Partners, Corp. | AllSafe Insurance Group | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/08/18 | 2018 | Foundation Risk Partners, Corp. | Asian American Nations Insurance Group | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/06/18 | 2018 | BB&T Corporation | Regions Insurance Group Inc. | TN | Bank or Thrift | Retail | Multi Line | |
04/06/18 | 2018 | Digital Insurance, Inc. | Providence Insurance Group, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
04/05/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/05/18 | 2018 | Hub International Limited | Saffe's Houston operations | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/05/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Federal Employee Insurance business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
04/04/18 | 2018 | Alera Group, Inc. | Rich & Cartmill Insurance of Colorado, LLC | CO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/04/18 | 2018 | Alliant Insurance Services | Dumortier Risk Management, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/04/18 | 2018 | Foundation Risk Partners, Corp. | Koski & Co | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/03/18 | 2018 | Aquiline Holdings LLC | InsurMark Inc. | TX | Other Buyer | Retail | Multi Line | |
04/03/18 | 2018 | AssuredPartners, Inc. | Insurance Associates of Magee, Inc. | MS | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/02/18 | 2018 | AssuredPartners, Inc. | AgentLink, Inc. | KY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
04/02/18 | 2018 | NFP Corp. | Western Risk Insurance Agency, Inc. | NV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/02/18 | 2018 | White Mountains Insurance Group, Ltd. | NSM Insurance Group | PA | Insurance Company | MGA | P&C | |
04/02/18 | 2018 | Worldwide Facilities, Inc. | Tennant Risk Services Insurance Agency LLC | CT | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
04/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/01/18 | 2018 | Acrisure, LLC | Undisclosed Insurance Agency | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/01/18 | 2018 | BroadStreet Partners, Inc. | Book of business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
04/01/18 | 2018 | BroadStreet Partners, Inc. | Undisclosed Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
04/01/18 | 2018 | BroadStreet Partners, Inc. | Undisclosed Independent Agency | CO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/01/18 | 2018 | BroadStreet Partners, Inc. | Undisclosed Independent Agency | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/01/18 | 2018 | Brown & Brown, Inc. | Broker's Surplus Agency | PA | Public Broker | Retail | P&C | |
04/01/18 | 2018 | Brown & Brown, Inc. | Undisclosed Insurance Agency | Public Broker | Retail | P&C | ||
04/01/18 | 2018 | Dean & Draper Insurance Agency, LP | Texas Printers Insurance Agency/Soules Insurance Agency, LP | TX | Independent Agency/Broker | Retail | Multi Line | |
04/01/18 | 2018 | Hub International Limited | Norman Spencer Agency marine and crane business | OH | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
04/01/18 | 2018 | NFP Corp. | Hyde Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/01/18 | 2018 | Prime Risk Partners, Inc. | Rosenthal Insurance Group Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
04/01/18 | 2018 | World Insurance Associates, LLC | Cailor Fleming & Associates, Inc. | OH | Independent Agency/Broker | Retail | Multi Line | |
03/31/18 | 2018 | SUNZ HOLDINGS LLC | Risk Management America, LLC | IL | Independent Agency/Broker | Retail | EB & Consulting | |
03/29/18 | 2018 | Graves-Fearon Agency, Ltd. | Roberts Agency Nationwide Insurance | OH | Independent Agency/Broker | Retail | P&C | |
03/29/18 | 2018 | USI Holdings Corporation | Key Insurance & Benefits Services, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
03/28/18 | 2018 | Quadrant Management | Rivington Partners | NY | Other Buyer | MGA | P&C | |
03/23/18 | 2018 | Private investor | Academic HealthPlans Inc. | TX | Other Buyer | Retail | EB & Consulting | |
03/20/18 | 2018 | Digital Insurance, Inc. | Trapani Dickins & Associate Employee s Benefits and Insurance, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
03/19/18 | 2018 | Ash Financial Holdings Group, Inc. | Zenith Marketing Group, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
03/19/18 | 2018 | NFP Corp. | BSC Group Services, LLC (BSC) | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
03/09/18 | 2018 | Optisure Risk Partners, LLC | Masiello Insurance Agency, Inc. | NH | Independent Agency/Broker | Retail | Multi Line | |
03/08/18 | 2018 | Hub International Limited | Leitao Insurance Agency, Inc | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
03/08/18 | 2018 | Lockton, Inc. | E3 Solutions, LLC | CO | Independent Agency/Broker | Retail | EB & Consulting | |
03/08/18 | 2018 | Salem Five Bancorp | Cape Ann Insurance Agency, Inc. | MA | Bank or Thrift | Retail | P&C | |
03/07/18 | 2018 | Seeman Holtz Property and Casualty, Inc. | Tri-Star of Sikeston, Inc. (DBA Selt Insurance) | MO | Independent Agency/Broker- Private Capital Backed | Retail | P&C |