Industry Transactions

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2024 Acquisition Details (YTD as of April 30, 2024)

Who’s Buying
Insurance Brokerage475
Insurance Carrier and Other11
Banks and Thrifts4
What’s Being Bought
Full Service101
P&C292
Employee Benefits97
Retail vs. Specialty
Retail408
Specialty82

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

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Announced DateDeal YearBuyerSellerSeller LocationBuyer TypeSeller TypeSeller Line of BusinessPress Release
06/19/172017Arrowhead General Insurance Agency Inc.TriCoast Insurance Services, LLCCAIndependent Agency/BrokerRetailP&C
06/19/172017Dean Insurance Agency, Inc.Sumnar-Scholl Insurance Agency, Inc.MIIndependent Agency/BrokerRetailMulti Line
06/17/172017Seeman Holtz Property and Casualty, Inc.Florida ProtectFLIndependent Agency/Broker- Private Capital BackedRetailP&C
06/17/172017Seeman Holtz Property and Casualty, Inc.Frank NaclerioFLIndependent Agency/Broker- Private Capital BackedRetailP&C
06/17/172017Seeman Holtz Property and Casualty, Inc.Torres Insurance AgencyFLIndependent Agency/Broker- Private Capital BackedRetailP&C
06/14/172017Southerland Insurance AgencyTiger Insurance AgencyARIndependent Agency/BrokerRetailEB & Consulting
06/12/172017J.M. Wilson CorporationKlinger Associates, Inc.INIndependent Agency/BrokerWholesaleP&C
06/09/172017Seeman Holtz Property and Casualty, Inc.Vincent, Urban, Walker & Associates, Inc.WIIndependent Agency/Broker- Private Capital BackedRetailP&C
06/08/172017Arthur J. Gallagher & Co.Northern Star Insurance ServicesTXPublic BrokerRetailEB & Consulting
06/08/172017Farmers Bankshares, Inc.Manry Rawls, LLCVABank or ThriftRetailP&C
06/08/172017Hub International LimitedHenry M. Murray Agency, Inc.MDIndependent Agency/Broker- Private Capital BackedRetailP&C
06/07/172017Hub International LimitedBrady Insurance PlanningNYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/07/172017Leavitt Group Enterprises, Inc.Heavin & Associates and Arvak Insurance GroupTXIndependent Agency/BrokerRetailMulti Line
06/06/172017Arthur J. Gallagher & Co.Ann Arbor Business Advisors, LLCMIPublic BrokerRetailEB & Consulting
06/06/172017Arthur J. Gallagher & Co.Armstrong/Robitaille/Riegle Inc.MIPublic BrokerRetailMulti Line
06/05/172017Brookside Equity Partners LLCAssociates Underwriting Limited, L.L.C.CAOther BuyerRetailP&C
06/05/172017Cross InsuranceAppleby & Wyman Insurance Agency Inc.MAIndependent Agency/BrokerRetailMulti Line
06/02/172017Element Group LLCRhodes Insurance Agency, Inc.PAIndependent Agency/BrokerRetailP&C
06/02/172017Hub International LimitedPaul Hanson Partners Specialty Insurance SolutionsCAIndependent Agency/Broker- Private Capital BackedMGAP&C
06/01/172017Acrisure, LLCFreedomCare Benefits, LLCNVIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/01/172017Acrisure, LLCSelf Insured Solutions, LLCCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/01/172017Acrisure, LLCUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/01/172017Acrisure, LLCUndisclosed Insurance AgencyCTIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/01/172017Acrisure, LLCUndisclosed Insurance AgencyMIIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/01/172017Acrisure, LLCUndisclosed Insurance agencyGAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/172017Acrisure, LLCUndisclosed Insurance agencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/172017Alera Group, Inc.AIC Denver, LLCCOIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/01/172017Alera Group, Inc.Group Benefits, LLCTNIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/01/172017Andrew Agency, Inc.Wood Insurance Agency, Inc.VAIndependent Agency/BrokerRetailP&C
06/01/172017AssuredPartners, Inc.Alkali, LLCTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
06/01/172017BroadStreet Partners, Inc.Certain Insurance AssetsIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/172017BroadStreet Partners, Inc.Certain Insurance AssetsIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/172017BroadStreet Partners, Inc.Certain Insurance AssetsIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/172017BroadStreet Partners, Inc.David Paulson Agency Inc.MNIndependent Agency/Broker- Private Capital BackedRetailMulti Line
06/01/172017CBIZ, Inc.Slaton InsuranceFLPublic BrokerRetailP&C
06/01/172017Hub International LimitedPonce de Leon Insurance Group, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/172017John L. Wortham & Son, L.P.Lucien Wright Insurance Services, IncTXIndependent Agency/BrokerRetailMulti Line
06/01/172017Private investors Mr. Charles Scrabis & Mr. Wes TimkoHayward Brown, Inc.FLOther BuyerRetailMulti Line
05/31/172017Acrisure, LLCUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/31/172017Acrisure, LLCUndisclosed Insurance AgencyNJIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/31/172017AssuredPartners, Inc.Craft Insurance Center, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/31/172017Hub International LimitedMarketScout/Workers Compensation BusinessTXIndependent Agency/Broker- Private Capital BackedMGAP&C
05/30/172017Arthur J. Gallagher & Co.Williams-Manny Insurance GroupILPublic BrokerRetailMulti Line
05/30/172017Arthur J. Gallagher & Co.Zuber Insurance Agency, Inc.TXPublic BrokerRetailMulti Line
05/30/172017AVID Risk Solutions, Inc.ISC, Inc.WIIndependent Agency/BrokerRetailMulti Line
05/30/172017Family Insurance CenterISC, Inc.WIIndependent Agency/BrokerRetailMulti Line
05/30/172017USI Holdings CorporationHartman Employee Benefits, Inc.PAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/26/172017Allison Commercial Insurance Agency Inc.Assets of Health Benefit AdvisorsCAIndependent Agency/BrokerRetailP&C
05/26/172017Management GroupIMG-Stop LossINIndependent Agency/BrokerMGAEB & Consulting
05/26/172017Sirius International Insurance Group, Ltd.International Medical Group, Inc.INIndependent Agency/BrokerRetailMulti Line
05/25/172017Glenn Insurance, Inc.Borelli Agency, Inc.NJIndependent Agency/BrokerRetailMulti Line
05/24/172017AIMC, LLCIntegrity Marketing Group, LLCTXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/24/172017Risk Strategies Company, LLCBrightstone Insurance Services, LLC.NYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/15/172017DOXA Insurance Holdings LLCPromont Advisors, LLCILIndependent Agency/Broker- Private Capital BackedMGAP&C
05/15/172017G2 Insurance Services, LLCMacGillis & CompanyWIIndependent Agency/BrokerRetailMulti Line
05/15/172017Lacher & Associates Insurance Agency, Inc.D.P. Moyer Insurance, Inc.PAIndependent Agency/BrokerRetailP&C
05/12/172017Acrisure, LLCBritton-Gallagher & Associates, Inc.OHIndependent Agency/Broker- Private Capital BackedMGAP&C
05/11/172017Arthur J. Gallagher & Co.Strong Financial Resources, Inc.NEPublic BrokerRetailMulti Line
05/11/172017Higginbotham & Associates, Inc.Portion of Hilb Group of Texas LLC's operationsTXIndependent Agency/Broker- Private Capital BackedRetailP&C
05/09/172017AssuredPartners, Inc.Preferred Guardian InsuranceTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/08/172017New Mountain Capital, LLCOneDigital Health and BenefitsGAOther BuyerRetailMulti Line
05/05/172017Kaplansky Insurance Agency, Inc.Brooklawn Insurance Agency, Inc.MAIndependent Agency/BrokerRetailP&C
05/04/172017Acentria InsuranceL&S Insurance and Financial Services, IncFLIndependent Agency/BrokerRetailP&C
05/03/172017Arthur J. Gallagher & Co.Texas Insurance Managers, Inc.TXPublic BrokerRetailMulti Line
05/03/172017Hub International LimitedScarborough Company Insurance, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/03/172017Insurance Services United Inc.Lewis CasualtyPAIndependent Agency/BrokerRetailP&C
05/02/172017Alliant Insurance ServicesSummit Insurance Resource GroupIDIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/02/172017Cross InsuranceA. E. Barnes Insurance Agency, Inc.MAIndependent Agency/BrokerRetailMulti Line
05/02/172017Hub International LimitedRossmann-Hurt-Hoffman, Inc.MDIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/01/172017Acrisure, LLCUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/01/172017Acrisure, LLCUndisclosed insurance agencyPAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/172017Acrisure, LLCUndisclosed insurance agencyPAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/172017Acrisure, LLCUndisclosed insurance agencyPAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/172017Acrisure, LLCUndisclosed insurance agencyPAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/172017Acrisure, LLCUndisclosed insurance agencyPAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/172017Alera Group, Inc.Striewig Bonding Agency, Inc.PAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/172017AmTrust Financial Services, Inc.PDP Group, Inc.MDInsurance CompanyRetailP&C
05/01/172017AmWINS GroupNetworked Insurance Agents,LLCCAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
05/01/172017BroadStreet Partners, Inc.Certain Insurance AssetsIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/172017BroadStreet Partners, Inc.Certain Insurance AssetsIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/172017Hub International LimitedCity Ins Svcs/Silver City Ins/J&C FinlCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
05/01/172017Marsh & McLennan Companies, Inc.Insurance Partners of TexasTXPublic BrokerRetailEB & Consulting
05/01/172017NFP Corp.Bigbie, Hensley & Janway Insurance Agency, IncorporatedOKIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
05/01/172017NFP Corp.Brennan & Associates Risk Management & Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
05/01/172017NFP Corp.International Insurance Group, Inc.AZIndependent Agency/Broker- Private Capital BackedWholesaleP&C
05/01/172017Validus Holdings, Ltd.Managing General Agent of ADM Insurance Co.Other BuyerMGAP&C
04/30/172017Acrisure, LLCUndisclosed Insurance agencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
04/30/172017Acrisure, LLCUndisclosed Insurance AgencyMIIndependent Agency/Broker- Private Capital BackedRetailP&C
04/30/172017Acrisure, LLCUndisclosed Insurance agencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
04/30/172017Higginbotham & Associates, Inc.Painter & Johnson Financial LPTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/30/172017World Insurance Associates, LLCWm. G. Palermo, Inc.NJIndependent Agency/BrokerRetailMulti Line
04/26/172017Arthur J. Gallagher & Co.Commercial Insurance Brokers, LLCOKPublic BrokerRetailP&C
04/26/172017Workers' Credit UnionBraley Wellington Insurance GroupMAIndependent Agency/BrokerRetailMulti Line
04/24/172017InsuranceHub Agency, LLCCoverYou.com Group LLC.GAIndependent Agency/BrokerRetailMulti Line
04/19/172017AmWINS GroupPartners Specialty Group LLCPAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
04/19/172017Bryn Mawr Bank CorporationHirshorn BoothbyPABank or ThriftRetailMulti Line
04/19/172017Hausmann-Johnson Insurance, Inc.Benefit Services Group, IncWIIndependent Agency/BrokerRetailEB & Consulting
04/19/172017M&M Insurance Associates, Inc.Richey Health Benefits LLCKSIndependent Agency/BrokerRetailEB & Consulting
04/19/172017Seeman Holtz Property and Casualty, Inc.A & J Insurance Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/18/172017Platform Partners, LLCBeneplace, LLCTXOther BuyerRetailEB & Consulting
04/18/172017Risk Strategies Company, LLCFriedman & Friedman Agency, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailP&C
04/15/172017Nancy Z. Bender Insurance AgencyH.R. Hatch Insurance Agency,IncMAIndependent Agency/BrokerRetailP&C
04/13/172017First Defiance Financial Corp.Corporate One Benefits Agency, Inc.OHBank or ThriftRetailEB & Consulting
04/10/172017Risk Strategies Company, LLCMosse & Mosse Insurance Associates LLCMAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/07/172017NFP Corp.Kempkey Insurance Services, IncCAIndependent Agency/Broker- Private Capital BackedRetailP&C
04/06/172017USI Holdings CorporationCameron M. Harris & Co. LLCNCIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/05/172017Alliant Insurance ServicesSES Insurance Brokerage Services, Inc.CAIndependent Agency/Broker- Private Capital BackedMGAP&C
04/04/172017Truitt Insurance & Bonding, Inc.Beacon Insurance Group, Inc.ALIndependent Agency/BrokerRetailP&C
04/03/172017Hub International LimitedHeritage Corporate Benefits, LLCGAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/03/172017Maximum Independent Brokerage, Inc.Starpoint General Agency, Inc.PAIndependent Agency/BrokerRetailP&C
04/03/172017Sirius International Insurance Group, Ltd.ArmadaCorp Capital, LLCMDIndependent Agency/BrokerRetailEB & Consulting
04/01/172017Acrisure, LLCUndisclosed Insurance Agency (MI)MIIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/172017BenefitMallStrategic Business Services Agency, LLCOHIndependent Agency/BrokerRetailEB & Consulting
04/01/172017BroadStreet Partners, Inc.Certain Insurance AssetsIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/01/172017BroadStreet Partners, Inc.Certain Insurance AssetsIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/172017BroadStreet Partners, Inc.Certain Insurance AssetsIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/172017Heffernan Insurance BrokersNational Truck Services GroupAZIndependent Agency/BrokerRetailP&C
04/01/172017Hilb Group LLCGroup Benefits DivisionNCIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/01/172017Hilb Group LLCKeough Kirby Associates, Inc.RIIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/01/172017Linnett GroupSkylands Insurance GroupNJIndependent Agency/BrokerRetailP&C
04/01/172017NFP Corp.McCullough Insurance Agency, Inc.AZIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/172017Prime Risk Partners, Inc.Gundermann & Gundermann, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/01/172017World Insurance Associates, LLCMark Lauria Associates, Inc.NYIndependent Agency/BrokerRetailMulti Line
03/31/172017Acrisure, LLCTidewater Insurance Associates IncMDIndependent Agency/Broker- Private Capital BackedRetailP&C
03/31/172017Acrisure, LLCUndisclosed Insurance Agency (CA)CAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/31/172017Acrisure, LLCUndisclosed Insurance Agency (MI)MIIndependent Agency/Broker- Private Capital BackedRetailP&C
03/31/172017Acrisure, LLCUndisclosed Insurance Agency (MO)MOIndependent Agency/Broker- Private Capital BackedRetailP&C
03/31/172017Acrisure, LLCUSISMDIndependent Agency/Broker- Private Capital BackedRetailP&C
03/31/172017Ascension Insurance, Inc.Retail OperationsCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/31/172017Hilb Group LLCUndisclosed Insurance Agency (RI)RIIndependent Agency/Broker- Private Capital BackedRetailP&C
03/31/172017Ryan Specialty Group, LLCLoVullo Associates Inc.NYIndependent Agency/BrokerMGAP&C
03/29/172017AssuredPartners, Inc.Fleet Risk Management, Inc.GAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/27/172017K2 Insurance Services, LLCStar & Shield Services LLCGAIndependent Agency/BrokerMGAP&C
03/27/172017Keller-Brown Insurance ServicesH. N. Fishel and Associates, Inc.PAIndependent Agency/BrokerRetailP&C
03/27/172017Risk Strategies Company, LLCTerrell Insurance Services, Inc.TXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/24/172017Commonwealth Financial Group, Inc.MassMutual Southern New England/MassMutual Northern New EnglandNHIndependent Agency/BrokerRetailEB & Consulting
03/24/172017Independence Holding CompanyPetPartners, Inc.NCInsurance CompanyMGAP&C
03/24/172017Liberty Mutual Insurance GroupTRU Services LLC.MAInsurance CompanyMGAP&C
03/24/172017LifeStore Financial Group (MHC)Greystone Insurance Associates, Inc.NCBank or ThriftRetailMulti Line
03/23/172017Tokio Marine & Nichido Fire Insurance Co., Ltd.International Ag Insurance Solutions LLCIAInsurance CompanyMGAP&C
03/22/172017Arthur J. Gallagher & Co.Farallone Pacific Insurance Services, LLCCAPublic BrokerRetailP&C
03/21/172017AssuredPartners, Inc.Bell-Anderson (Joe Anderson Book of Business)WAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/21/172017AssuredPartners, Inc.Book of businessIDIndependent Agency/Broker- Private Capital BackedRetailP&C
03/21/172017Baldwin Risk PartnersBradenton Insurance, LLCFLIndependent Agency/Broker- Private Capital BackedRetailP&C
03/20/172017Arthur J. Gallagher & Co.Nicoud Insurance ServicesILPublic BrokerRetailMulti Line
03/20/172017AssuredPartners, Inc.M.F. Irvine Companies, LLCPAIndependent Agency/Broker- Private Capital BackedMGAMulti Line
03/17/172017Kohlberg Kravis Roberts & Co. L.P.U.S.I. Holdings CorporationNYOther BuyerRetailMulti Line
03/14/172017Acrisure, LLCUndisclosed insurance agencyMOIndependent Agency/Broker- Private Capital BackedRetailP&C
03/14/172017Acrisure, LLCUndisclosed insurance agencyMOIndependent Agency/Broker- Private Capital BackedRetailP&C
03/13/172017Alliant Insurance ServicesBurkhardt Consulting, LLCIDIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/13/172017Wheeler & Taylor Insurance, Inc.Great Barrington office of GoodWorks InsuranceMAInsurance CompanyRetailMulti Line
03/10/172017AssuredPartners, Inc.Janice AndersonCOIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/10/172017NFP Corp.Associated Agency Group, LLCWAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/09/172017AssuredPartners, Inc.Keenan & Associates, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/09/172017EPIC (Edgewood Partners Insurance Center)Capacity Group, Inc.NJIndependent Agency/Broker- Private Capital BackedMGAMulti Line
03/08/172017United Insurance Agency, Inc.Holler-Grapes AgencyNYIndependent Agency/BrokerRetailP&C
03/07/172017NFP Corp.Hole-in-One U.S.A.NVIndependent Agency/Broker- Private Capital BackedMGAP&C
03/07/172017RightSure Insurance GroupChaparral Insurance Agency, Inc.AZIndependent Agency/BrokerRetailP&C
03/06/172017Hub International LimitedCassco Insurance Inc.MTIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/03/172017Hub International LimitedTri-Star Insurance Professionals, Inc.TXIndependent Agency/Broker- Private Capital BackedMGAP&C
03/02/172017BHMS InvestmentsPeter C. Foy & Associates Insurance Services, LLCCAOther BuyerRetailMulti Line
03/02/172017Marsh & McLennan Companies, Inc.Blakestad, Inc.MNPublic BrokerRetailP&C
03/01/172017Acentria InsuranceWalker Insurance & Financial Services, Inc.FLIndependent Agency/BrokerRetailMulti Line
03/01/172017Acrisure, LLCUndisclosed Insurance Agency (IL)ILIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/172017BroadStreet Partners, Inc.Certain Insurance AssetIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/01/172017BroadStreet Partners, Inc.Certain Insurance AssetIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/172017BroadStreet Partners, Inc.Certain Insurance AssetsIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/01/172017Hilb Group LLCAmerican Truck Insurance Exchange, LLCNJIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/172017Hub International LimitedBCI Group, Inc.ORIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/01/172017Hub International LimitedLeavitt Insurance Services of Southern California, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/01/172017Linnett Groupbook of businessIndependent Agency/BrokerRetailP&C
03/01/172017OneGroup NY, Inc.Dryfoos Insurance Agency, Inc.PABank or ThriftRetailMulti Line
03/01/172017Plexus Groupe LLCFairway Financial Insurance Group, Inc.ILIndependent Agency/BrokerRetailMulti Line
03/01/172017United Fidelity Life Insurance CompanyPinnacle Consulting Group LLCKSIndependent Agency/BrokerRetailEB & Consulting
02/28/172017Acrisure, LLCUndisclosed Insurance Agency (CA)CAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/28/172017Acrisure, LLCUndisclosed Insurance Agency (CA)CAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/28/172017Acrisure, LLCUndisclosed Insurance Agency (MI)MIIndependent Agency/Broker- Private Capital BackedRetailP&C
02/28/172017Baldwin Risk PartnersAffordable Home Insurance Inc.FLIndependent Agency/Broker- Private Capital BackedRetailP&C
02/28/172017Digital Insurance, Inc.Benefit Planning GroupGAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/28/172017Management GroupWilliam A. Graham CompanyPAIndependent Agency/BrokerRetailMulti Line
02/28/172017Stone Point Capital LLCNFP Corp.NYIndependent Agency/BrokerRetailMulti Line
02/28/172017United Community Financial Corp.Undisclosed insurance agencyInsurance CompanyRetailMulti Line
02/28/172017USI Holdings CorporationCarolina First Associates, LLCNCIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/27/172017Fifth Third BancorpR.G. McGraw Insurance Agency, Inc.OHBank or ThriftRetailP&C
02/24/172017Ryan Specialty Group, LLCTrident Marine Managers Inc.TXIndependent Agency/BrokerMGAP&C
02/22/172017Baldwin Risk PartnersD&M Insurance Solutions, LLCFLIndependent Agency/Broker- Private Capital BackedRetailP&C
02/21/172017All Risks, Ltd.American Management Advisors, Inc.PAIndependent Agency/BrokerMGAP&C
02/21/172017Arthur J. Gallagher & Co.Kelly Financial, Inc.WIPublic BrokerRetailP&C
02/21/172017Hub International LimitedEmployers Resource Group Financial & Insurance Services Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/16/172017AssuredPartners, Inc.Dealey, Renton & Associates Insurance BrokersCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/16/172017Hub International LimitedDenali Alaskan Insurance, LLCAKIndependent Agency/Broker- Private Capital BackedRetailP&C
02/15/172017Renaissance Alliance Insurance Services, LLCPeter M. Bakker Agency, Inc.CTOther BuyerRetailMulti Line
02/15/172017Undisclosed buyerHouston General Insurance Management CompanyMAIndependent Agency/BrokerRetailP&C
02/08/172017Acrisure, LLCUndisclosed insurance agencyMOIndependent Agency/Broker- Private Capital BackedRetailP&C
02/08/172017Acrisure, LLCUndisclosed insurance agencyPAIndependent Agency/Broker- Private Capital BackedRetailP&C
02/07/172017Arthur J. Gallagher & Co.Lewis & Associates Insurance Brokers, Inc.CAPublic BrokerRetailEB & Consulting
02/07/172017Marsh & McLennan Companies, Inc.iaCONSULTINGTXPublic BrokerRetailEB & Consulting
02/07/172017USI Holdings CorporationAccelerated Financial Planning Agency, Inc.OHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/06/172017Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
02/02/172017BroadStreet Partners, Inc.Undisclosed Insurance Agency (FL)FLIndependent Agency/Broker- Private Capital BackedRetailP&C