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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

Buyer

Deal Year

Location

Buyer Type

Seller Type

Seller Line of Business

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Announced Date	Deal Year	Buyer	Seller	Seller Location	Buyer Type	Seller Type	Seller Line of Business
10/31/17	2017	BroadStreet Partners, Inc.	Benton and Parker Company, Inc.	GA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/31/17	2017	BroadStreet Partners, Inc.	Cord & Wilburn, Inc.	GA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/31/17	2017	Cross Insurance	Holden Agency/Employee Benefits Solutions Inc.	ME	Independent Agency/Broker	Retail	Multi Line
10/31/17	2017	HealthMarkets, Inc.	Teamup Insurance Services, Inc.	CA	Independent Agency/Broker	Retail	EB & Consulting
10/31/17	2017	Insurance Center, Inc.	Insurance Specialists Group, LLC	KS	Independent Agency/Broker	Retail	Multi Line
10/31/17	2017	Quincy Mutual Fire Insurance Company	Brendon Potter Insurance Agency	MA	Insurance Company	Retail	P&C
10/31/17	2017	Risk Strategies Company, LLC	Delmarva Surety Associates Inc.	MD	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/30/17	2017	NFP Corp.	Benefits Network, Inc.	PA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
10/26/17	2017	Coastal Wealth, LLC	Arven Financial, LLC	FL	Other Buyer	Retail	P&C
10/26/17	2017	Prime Risk Partners, Inc.	Gunn, Steers & Company, LLC	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/26/17	2017	Seeman Holtz Property and Casualty, Inc.	Confimex Services Insurance	TX	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/25/17	2017	EPIC (Edgewood Partners Insurance Center)	Frenkel & Company Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/25/17	2017	Seeman Holtz Property and Casualty, Inc.	Williams & Associates Insurance, Inc.	IN	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/24/17	2017	Hilb Group LLC	Barnich, Kavanaugh & Cooper, Inc.	MI	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/24/17	2017	Levinson & Associates, Inc.	Creekmore Insurance Group, Inc.	FL	Independent Agency/Broker	Retail	EB & Consulting
10/23/17	2017	Ryan Specialty Group, LLC	Oxford Insurance Services LLC	TX	Independent Agency/Broker	MGA	P&C
10/23/17	2017	Teachers Credit Union	C W Winey Inc.	IN	Independent Agency/Broker	Retail	P&C
10/20/17	2017	KMRD Partners, Inc.	R & E Martin Insurance Associates, Inc./dba Kueny Insurance	PA	Independent Agency/Broker	Retail	P&C
10/18/17	2017	AssuredPartners, Inc.	Hope Aviation Insurance, Inc.	SC	Independent Agency/Broker- Private Capital Backed	MGA	P&C
10/18/17	2017	Brown & Brown, Inc.	Alford Staples Lapeyre & Robichaux, L.L.C.	LA	Public Broker	Retail	EB & Consulting
10/17/17	2017	AssuredPartners, Inc.	Risk management specialty agency	FL	Independent Agency/Broker- Private Capital Backed	MGA	P&C
10/17/17	2017	AssuredPartners, Inc.	Synergy Professional Associates, Inc.	NJ	Independent Agency/Broker- Private Capital Backed	MGA	P&C
10/17/17	2017	Hub International Limited	Graffam Insurance Group	ME	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
10/16/17	2017	AmWINS Group	MountainGuard and DealerGuard		Independent Agency/Broker- Private Capital Backed	MGA	P&C
10/16/17	2017	Arthur J. Gallagher & Co.	Reynolds & Rodar Insurance Group Inc	NM	Public Broker	Retail	Multi Line
10/16/17	2017	Brown & Brown, Inc.	Universal Benefit Solutions, L.L.C.	SC	Public Broker	Retail	EB & Consulting
10/11/17	2017	Cross Insurance	McCrillis & Eldredge Insurance, Inc.	NH	Independent Agency/Broker	Retail	P&C
10/11/17	2017	Hub International Limited	Marwil & Associates, LLC	MI	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
10/11/17	2017	Leavitt Group Enterprises, Inc.	Group Services Northwest	WA	Independent Agency/Broker	Retail	EB & Consulting
10/10/17	2017	Acrisure, LLC	TJB Agencies, LLC	MN	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/09/17	2017	Hub International Limited	Kenneth A. Murray Insurance, Inc.	AK	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/07/17	2017	General Indemnity Group, LLC	South Coast Surety Insurance Services Inc.	CA	Insurance Company	MGA	P&C
10/06/17	2017	Hub International Limited	Banyan Consulting Group, Inc.	NC	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
10/06/17	2017	Wauna Federal Credit Union	Tri City Insurance Inc.	OR	Bank or Thrift	Retail	P&C
10/05/17	2017	Hub International Limited	Costello & Sons Insurance Brokers, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/04/17	2017	Hub International Limited	Capitol Special Risks, Inc.	GA	Independent Agency/Broker- Private Capital Backed	MGA	P&C
10/03/17	2017	Higginbotham & Associates, Inc.	M.J. Kilpatrick Insurance Agency, Inc	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/03/17	2017	Hub International Limited	Baker & Associates, Inc.	AK	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/02/17	2017	Hub International Limited	Rural Alaska Insurance Agency, Inc.	AK	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/02/17	2017	Mel Foster Co., Inc.	Frazier & Associates, Inc.	IA	Independent Agency/Broker	Retail	Multi Line
10/02/17	2017	Paragon Insurance Holdings, LLC	Alteris/specialty lines of business	MI	Independent Agency/Broker	MGA	P&C
10/01/17	2017	Acrisure, LLC	Jim Mooradian and Associates, Inc.	MA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
10/01/17	2017	Alera Group, Inc.	Axis Benefits Consultants, Inc.	IL	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
10/01/17	2017	Alera Group, Inc.	Employer Concepts Insurance Services Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
10/01/17	2017	Alera Group, Inc.	Jack Jeatran & Associates, Inc.	WI	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
10/01/17	2017	Alera Group, Inc.	Simpson McCrady Benefits LLC	PA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
10/01/17	2017	Community Insurance, LLC	Greeneville office of Price and Ramey Inc.	TN	Independent Agency/Broker	Retail	Multi Line
10/01/17	2017	Hilb Group LLC	CNC Insurance Associates, Inc.	DE	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/01/17	2017	NFP Corp.	EverGuard Insurance Services, Inc.	WA	Independent Agency/Broker- Private Capital Backed	MGA	P&C
10/01/17	2017	Peoples Bancorp, Inc.	Eastern, Boger & Gower Insurance Services, Inc.	OH	Bank or Thrift	Retail	P&C
09/28/17	2017	Digital Insurance, Inc.	Group Benefit Solutions, Inc.	NC	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/27/17	2017	Alliant Insurance Services	Kohlberg Kravis Roberts & Co. L.P.	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/27/17	2017	Rose & Kiernan, Inc.	SEFCU Insurance Agency Commercial Property and Casualty and Employee Benefits	NY	Independent Agency/Broker	Retail	Multi Line
09/26/17	2017	USI Holdings Corporation	David M. Banet & Associates, Inc.	PA	Independent Agency/Broker- Private Capital Backed	Wholesale	EB & Consulting
09/25/17	2017	Arthur J. Gallagher & Co.	Premier Insurance, LLC dba Lutgert Insurance	FL	Public Broker	Retail	Multi Line
09/25/17	2017	Ashley Insurance, Inc.	Harrington Insurance, Inc.	MD	Independent Agency/Broker	Retail	Multi Line
09/25/17	2017	Seeman Holtz Property and Casualty, Inc.	Insurance Solutions Group, Inc.	FL	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/22/17	2017	Professional Agencies, LLC	Lawrenz Family Insurance Agency	TX	Independent Agency/Broker	Retail	P&C
09/22/17	2017	Seeman Holtz Property and Casualty, Inc.	RateGenius Insurance Agency Inc.	TX	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/21/17	2017	Digital Insurance, Inc.	Zenefits	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/21/17	2017	Seeman Holtz Property and Casualty, Inc.	David/Greg Insurance Consultants, Inc.	FL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/19/17	2017	Risk Strategies Company, LLC	Anderson & Jacoby Insurance Consultants	FL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/18/17	2017	Hub International Limited	Benefit Advisory Group LLC	LA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/15/17	2017	Fifth Third Bancorp	/ Epic Insurance Solutions Agency, LLC	KY	Bank or Thrift	Retail	Multi Line
09/15/17	2017	Seeman Holtz Property and Casualty, Inc.	Dern & Company	WI	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/14/17	2017	Aquiline Holdings LLC	Liberty Financial Resources, Inc.	OH	Other Buyer	Retail	EB & Consulting
09/14/17	2017	Seeman Holtz Property and Casualty, Inc.	Mark Ellis Insurance Company	FL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/13/17	2017	Seeman Holtz Property and Casualty, Inc.	Stirling Insurance Services, Inc.	FL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/11/17	2017	Arthur J. Gallagher & Co.	Franklin-Case Agency, LLC	NJ	Public Broker	Retail	P&C
09/11/17	2017	Hub International Limited	Stellarus Benefits Inc.	WI	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/07/17	2017	Arthur J. Gallagher & Co.	Lincoln Financial Management, LLC	NE	Public Broker	Retail	EB & Consulting
09/07/17	2017	AssuredPartners, Inc.	Herlong Bates Burnett Insurance, Inc.	SC	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/07/17	2017	Hub International Limited	Monarch E&S Insurance Services	CA	Independent Agency/Broker- Private Capital Backed	MGA	P&C
09/06/17	2017	Lake Michigan Credit Union	Muskegon Insurance Agency, Inc.	MI	Other Buyer	Retail	P&C
09/06/17	2017	Tokio Marine HCC	Bail USA, Inc.	PA	Other Buyer	Wholesale	P&C
09/05/17	2017	Hub International Limited	Executive Risk Management Limited	IL	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/05/17	2017	Risk Strategies Company, LLC	Cornerstone Professional Liability Consultants, Inc.	PA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/01/17	2017	Acrisure, LLC	Professional Group Marketing, Inc.	NY	Independent Agency/Broker- Private Capital Backed	MGA	EB & Consulting
09/01/17	2017	Acrisure, LLC	Undisclosed insurance agency	FL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/01/17	2017	Acrisure, LLC	Undisclosed insurance agency	AR	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/01/17	2017	Acrisure, LLC	Undisclosed insurance agency	FL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/01/17	2017	Acrisure, LLC	Undisclosed insurance agency	AR	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/01/17	2017	Acrisure, LLC	Undisclosed insurance agency	AR	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/01/17	2017	Acrisure, LLC	Undisclosed insurance agency	AR	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/01/17	2017	Alera Group, Inc.	West Park Insurance, LLC	PA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/01/17	2017	Alera Group, Inc.	Zinn Insurance Agency	PA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/01/17	2017	Aquesta Bank	Paladin Insurance Group, LLC	SC	Bank or Thrift	Retail	Multi Line
09/01/17	2017	First Light Program Managers, Inc.	Piedmont Transportation Underwriters, Inc.	NC	Independent Agency/Broker	MGA	P&C
09/01/17	2017	Hilb Group LLC	Mid-State Insurance Agency Inc.	MA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/01/17	2017	Sunstar Insurance Group, LLC	P&C Insurance business		Independent Agency/Broker	Retail	P&C
09/01/17	2017	U.S. Retirement Partners	Chimienti & Associates, Inc.	CA	Independent Agency/Broker- Private Capital Backed	MGA	EB & Consulting
09/01/17	2017	U.S. Retirement Partners	SF&C Ins. Assoc. Inc./Select Bnfts Comms Grp LLC	MD	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
08/30/17	2017	Element Risk Management	Russell Insurance Agency, Inc.	VA	Independent Agency/Broker	Retail	P&C
08/29/17	2017	Evergreen P&C Insurance Agency, Inc.	Micah Bleecher Insurance, Inc.	NV	Independent Agency/Broker	MGA	P&C
08/23/17	2017	Kish Bancorp, Inc.	Benefit Management Group, Inc.	PA	Bank or Thrift	Retail	EB & Consulting
08/23/17	2017	World Insurance Associates, LLC	Bruen Deldin Didio Associates Inc.	NY	Independent Agency/Broker	Retail	Multi Line
08/22/17	2017	ACUITY, A Mutual Insurance Company	Arapaho General Agency, Inc.	TX	Insurance Company	MGA	P&C
08/21/17	2017	Brown & Brown, Inc.	Herronpalmer, LLC	IN	Public Broker	Retail	EB & Consulting
08/21/17	2017	First Bancorp	Bear Insurance Service, Inc.	NC	Bank or Thrift	Retail	P&C
08/18/17	2017	U.S. Risk Insurance Group, Inc.	B&H Risk Services, Inc.	TX	Independent Agency/Broker- Private Capital Backed	MGA	P&C
08/17/17	2017	Arthur J. Gallagher & Co.	Ballard Benefit Works, Inc.	MI	Public Broker	Retail	EB & Consulting
08/17/17	2017	Seeman Holtz Property and Casualty, Inc.	Agency Acquisitions, LLC	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/16/17	2017	Higginbotham & Associates, Inc.	Dike Company, Inc.	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/16/17	2017	Seeman Holtz Property and Casualty, Inc.	Primera Capital Auto & Tax Services	TX	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/15/17	2017	RightSure Insurance Group	Arizona Economy Insurance, Inc.	AZ	Independent Agency/Broker	Retail	P&C
08/14/17	2017	Acrisure, LLC	Northrim Benefits Group, LLC	AK	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/14/17	2017	AssuredPartners, Inc.	Naught - Naught Insurance Agency, Inc.	MO	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/14/17	2017	Brown & Brown, Inc.	Shenkel Insurance Agency, Inc	MA	Public Broker	Retail	P&C
08/11/17	2017	NFP Corp.	Teifeld & Company Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/10/17	2017	Rothenberger Insurance Services, LLC	Advocate Insurance, Inc.	PA	Independent Agency/Broker	Retail	Multi Line
08/10/17	2017	Schinnerer Group	International Catastrophe Insurance Managers LLC	CO	Independent Agency/Broker	MGA	P&C
08/09/17	2017	AssuredPartners, Inc.	Triton	LA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/09/17	2017	BroadStreet Partners, Inc.	Widerman & Co.	NJ	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/09/17	2017	Centerbridge Partners, L.P.	Davis Vision Inc.	TX	Other Buyer	Retail	EB & Consulting
08/09/17	2017	Hub International Limited	Coordinated Resources Group, LLC	OR	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
08/08/17	2017	Hub International Limited	Rogers, Gunter, Vaughn Insurance, Inc.	FL	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/08/17	2017	NSI Insurance Group	Southeast Insurance, Inc.	FL	Independent Agency/Broker	Retail	Multi Line
08/07/17	2017	Palmer & Cay, LLC	Millennium Benefits Consulting, Inc.	GA	Independent Agency/Broker	Retail	EB & Consulting
08/07/17	2017	Seeman Holtz Property and Casualty, Inc.	R. Wine Insurance Agency	FL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/04/17	2017	Hub International Limited	Bianchi & Assoc., Inc.	NM	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
08/03/17	2017	AssuredPartners, Inc.	Dale McCurley (dba Midlothian Insurance Agency)	TX	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/03/17	2017	Brown & Brown, Inc.	Clairmont Financial Group, LLC	MN	Public Broker	Retail	EB & Consulting
08/03/17	2017	TowneBank	W. A. Moore & Company, Inc.	NC	Other Buyer	Retail	Multi Line
08/02/17	2017	Hub International Limited	Steve Mariani Insurance LLP	MT	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
08/01/17	2017	Acrisure, LLC	Undisclosed insurance agency	MO	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
08/01/17	2017	Acrisure, LLC	Undisclosed insurance agency	NJ	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
08/01/17	2017	Acrisure, LLC	Undisclosed Insurance Agency	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
08/01/17	2017	Acrisure, LLC	Undisclosed insurance agency	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/01/17	2017	Fred C. Church, Inc.	Duble & O'Hearn, Inc.	CT	Independent Agency/Broker	Retail	P&C
08/01/17	2017	Hub International Limited	East West Insurance Services Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/01/17	2017	NFP Corp.	Beacon Insurance Group, Inc.	SC	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/01/17	2017	TrueNorth Companies LLC	Nimble Financial Services, Co	IL	Independent Agency/Broker	Retail	P&C
07/31/17	2017	Byars\|Wright, Inc.	Junkins Yarbrough Corporation	AL	Independent Agency/Broker	Retail	P&C
07/31/17	2017	DeWitt Insurance Agency, Inc.	Darley Insurance Agency, Inc.	GA	Independent Agency/Broker	Retail	P&C
07/31/17	2017	Hub International Limited	Undisclosed Insurance Agency	NC	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
07/31/17	2017	InterWest Insurance Services, LLC	EPIC Petaluma Book of business	CA	Independent Agency/Broker	Retail	Multi Line
07/28/17	2017	Oak Hill Capital Partners	EPIC Insurance Brokers & Consultants	CA	Other Buyer	Retail	Multi Line
07/27/17	2017	Hudson United Insurance Services, LLC	Rockland Insurance Agency	NY	Independent Agency/Broker	Retail	Multi Line
07/26/17	2017	Digital Insurance, Inc.	Legacy Capital Group	AR	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
07/26/17	2017	Markel Corporation	State National Companies, Inc.	TX	Insurance Company	MGA	P&C
07/26/17	2017	Windermere Insurance Group LLC	Greenspon and Associates, Inc.	NC	Insurance Company	Retail	Multi Line
07/25/17	2017	AssuredPartners, Inc.	Front Range Insurance Group, LLC	CO	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
07/25/17	2017	Digital Insurance, Inc.	The Benefits Agency at JJ Wade & Associates	NC	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
07/25/17	2017	G.F.H. Insurance Agency, Inc.	Peyton Cheely & Woodle Inc.	VA	Independent Agency/Broker	Retail	P&C
07/25/17	2017	Leavitt Group Enterprises, Inc.	Volk & Associates Insurance Agency, Inc.	CO	Independent Agency/Broker	Retail	EB & Consulting
07/25/17	2017	Risk Strategies Company, LLC	Anderson Corporate Solutions, Inc.	GA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
07/25/17	2017	Ryan Specialty Group, LLC	N-Surance Outlets	GA	Independent Agency/Broker	Wholesale	P&C
07/25/17	2017	U.S. Risk Insurance Group, Inc.	Strategic Insurance Underwriters	FL	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
07/24/17	2017	U.S. Risk Insurance Group, Inc.	Strategic Insurance Underwriters	FL	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
07/20/17	2017	Prime Risk Partners, Inc.	Green Owens Insurance	IN	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
07/19/17	2017	Nexus Underwriting Management Limited	Zon Re Personal Accident (“PA”) Treaty Reinsurance	CT	Independent Agency/Broker	Wholesale	P&C
07/19/17	2017	Seeman Holtz Property and Casualty, Inc.	Behrooz Meimand Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/19/17	2017	Seeman Holtz Property and Casualty, Inc.	DFW Trucking	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/17/17	2017	EverGuard Insurance Services Inc.	Anchor Bay Insurance Managers	WA	Independent Agency/Broker	Wholesale	P&C
07/17/17	2017	General Indemnity Group, LLC	Surety Support Services, Inc.	KS	Insurance Company	Retail	P&C
07/17/17	2017	JenCap Holdings	Special Risks Facilities, Inc	MI	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
07/14/17	2017	Morse Insurance Agency, Inc.	Quaglia Insurance Agency	MA	Independent Agency/Broker	Retail	P&C
07/13/17	2017	First Choice Bank	NorthBridge Insurance Agency, Inc.	MS	Bank or Thrift	Retail	P&C
07/12/17	2017	Alliant Insurance Services	Whitboy, Inc./Boynton & Boynton	NJ	Independent Agency/Broker- Private Capital Backed	MGA	P&C
07/11/17	2017	Hub International Limited	Unilite Insurance Agency, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/10/17	2017	Engle-Hambright & Davies, Inc.	Whalen Insurance Associates, Inc.	PA	Independent Agency/Broker	Retail	EB & Consulting
07/07/17	2017	McGowan Companies	North American Professional Liability Insurance Agency, LLC	MA	Independent Agency/Broker	MGA	P&C
07/07/17	2017	Pioneer Savings Bank	Capital Region Strategic Employee Benefit Services, LLC	NY	Bank or Thrift	Retail	EB & Consulting
07/03/17	2017	U.S. Risk Insurance Group, Inc.	IMS London American Brokerage & Underwriting	TX	Independent Agency/Broker- Private Capital Backed	MGA	P&C
07/01/17	2017	Acrisure, LLC	Undisclosed Insurance Agency	AK	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
07/01/17	2017	Acrisure, LLC	Undisclosed Insurance Agency	CA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
07/01/17	2017	Acrisure, LLC	Undisclosed insurance agency	MN	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/01/17	2017	Acrisure, LLC	Undisclosed insurance agency	MN	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/01/17	2017	BroadStreet Partners, Inc.	Book of Business		Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/01/17	2017	BroadStreet Partners, Inc.	Certain Insurance Assets		Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/01/17	2017	Fleming & Riles Insurance	Brown Detherage Insurance	GA	Independent Agency/Broker	Retail	P&C
07/01/17	2017	NFP Corp.	DGU Insurance Associates, LLC	FL	Independent Agency/Broker- Private Capital Backed	MGA	P&C
07/01/17	2017	NFP Corp.	Roux Agency, Inc.	ME	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/30/17	2017	A.N. Ansay & Associates, Inc.	Wojita Hanse Insurance Agency	WI	Independent Agency/Broker	Retail	Multi Line
06/30/17	2017	Ascension Insurance, Inc.	Personal and small commercial lines book of business	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/30/17	2017	Cashmere Valley Bank	Elliott Insurance Service, Inc.	WA	Bank or Thrift	Retail	P&C
06/30/17	2017	Cashmere Valley Bank	Gellatly Agency, Inc.	WA	Bank or Thrift	Retail	P&C
06/30/17	2017	Crest Insurance Group, LLC	Troon Insurance Services, Inc.	AZ	Independent Agency/Broker	Retail	Multi Line
06/30/17	2017	Iron Ridge Insurance Services	Zehner & Associates	FL	Independent Agency/Broker	MGA	P&C
06/30/17	2017	O'Neill & Associates	G. William Collier Agency	NJ	Independent Agency/Broker	Retail	P&C
06/30/17	2017	Wortham L.L.C	Benefits, Inc.	TX	Independent Agency/Broker	Retail	EB & Consulting
06/29/17	2017	Higginbotham & Associates, Inc.	Jeannette Blanton Insurance Agency	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/28/17	2017	Kraus-Anderson Insurance	Dennis J. Linder & Associates	MN	Independent Agency/Broker	Retail	P&C
06/27/17	2017	USI Holdings Corporation	Wells Fargo Insurance Services USA, Inc.	NC	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
06/26/17	2017	OceanPoint Financial Partners, MHC	Christopher & Regan Insurance Inc.	RI	Bank or Thrift	Retail	Multi Line
06/23/17	2017	PayneWest Insurance, Inc.	Stieg & Associates Insurance, Inc.	MT	Independent Agency/Broker	Retail	P&C
06/22/17	2017	Bridger	SCJ Insurance Services	CA	Other Buyer	MGA	P&C
06/22/17	2017	FFI Holdings PLC	Reel Media, LLC	CA	Other Buyer	Retail	P&C
06/21/17	2017	Confie Seguros Insurance Services	EZ Insurance Services LLC	AZ	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/21/17	2017	Confie Seguros Insurance Services	Louis P. Ferrari Agency, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/21/17	2017	Confie Seguros Insurance Services	Rodney D. Young Insurance Agency, Inc.	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/21/17	2017	Confie Seguros Insurance Services	Tremont Spirit Insurance, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/21/17	2017	Confie Seguros Insurance Services	Valletta Insurance Agency, LLC	AZ	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/21/17	2017	NFP Corp.	Associated Insurance Centers, LLC	VA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/20/17	2017	AssuredPartners, Inc.	Benefit Resource Group	NV	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
06/20/17	2017	B.P. Marsh North America Ltd.	XPT Group LLC	NY	Other Buyer	Wholesale	P&C
06/20/17	2017	Brown & Brown, Inc.	Spann Insurance, Inc.	TN	Public Broker	Retail	Multi Line
06/20/17	2017	DTRT Insurance Group	Insurance Authority, Inc.	FL	Independent Agency/Broker	Retail	P&C
06/20/17	2017	Kaplansky Insurance Agency, Inc.	George Gath Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	P&C
06/20/17	2017	Seeman Holtz Property and Casualty, Inc.	Direct Choice Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C