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 |
---|---|---|---|---|---|---|---|---|
09/07/16 | 2016 | Eastern Bank Corporation | John E. Patterson Insurance Agency, Inc. | MA | Bank or Thrift | Retail | Multi Line | |
09/07/16 | 2016 | Evergreen P&C Insurance Agency, Inc. | Sheridan's assets | NJ | Independent Agency/Broker | Retail | P&C | |
09/07/16 | 2016 | Higginbotham & Associates, Inc. | Davis Insurance Agency, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/06/16 | 2016 | Southwest Business Corporation | Levy & Levy & Lefton Insurance Agency | TX | Other Buyer | Retail | Multi Line | |
09/02/16 | 2016 | Furman Co., Inc. | Morgan Insurance Agency | SC | Independent Agency/Broker | Retail | Multi Line | |
09/02/16 | 2016 | Hub International Limited | Certain assets of Hickey & Associates Inc. | RI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/02/16 | 2016 | Integro, Ltd. | Insurance Revolution, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (OH) | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/16 | 2016 | AssuredPartners, Inc. | Benefit Specialists Inc. | OR | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
09/01/16 | 2016 | AssuredPartners, Inc. | Southern Risk Management, LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/16 | 2016 | BroadStreet Partners, Inc. | Book of business | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | ||
09/01/16 | 2016 | BroadStreet Partners, Inc. | Book of business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
09/01/16 | 2016 | BroadStreet Partners, Inc. | Book of business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
09/01/16 | 2016 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (GA) | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
09/01/16 | 2016 | Digital Insurance, Inc. | Strategic Employee Benefit Services - Minnesota, Inc. | MN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/01/16 | 2016 | Hub International Limited | Patterson Insurance Brokers Inc. | AK | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/01/16 | 2016 | Kraus-Anderson Insurance | Onyx Benefit Advisors LLC | MN | Independent Agency/Broker | Retail | EB & Consulting | |
09/01/16 | 2016 | LP Insurance Services, Inc. | McMullen Insurance Agency | NV | Independent Agency/Broker | Retail | Multi Line | |
09/01/16 | 2016 | Risk Strategies Company, LLC | TSG Financial, LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
09/01/16 | 2016 | SCS Insurance Agency | Meldon-Silverman Agency, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
09/01/16 | 2016 | Starr International Company, Inc. | Wright USA | DE | Insurance Company | MGA | Multi Line | |
09/01/16 | 2016 | World Insurance Associates, LLC | Book of business | NJ | Independent Agency/Broker | Retail | P&C | |
08/31/16 | 2016 | Lake Michigan Credit Union | Minor-Field Insurance Agency, Inc. | MI | Other Buyer | Retail | Multi Line | |
08/17/16 | 2016 | Community Development Insurance Services, LLC | Hoban Insurance Services Inc | MN | Bank or Thrift | Retail | P&C | |
08/16/16 | 2016 | Holman Insurance Services, LLC | Risk Partners, Inc. | NJ | Independent Agency/Broker | MGA | P&C | |
08/16/16 | 2016 | Teachers Credit Union | Summit Insurance Agency, Inc. | IN | Other Buyer | Retail | Multi Line | |
08/12/16 | 2016 | DSP Insurance Services | Sj Benefits Group, Inc. | IL | Independent Agency/Broker | Retail | Multi Line | |
08/11/16 | 2016 | MB & Associates, LLC | Olin Miller Insurance, Inc. | MO | Independent Agency/Broker | Retail | P&C | |
08/05/16 | 2016 | ABRY Partners | NSM Insurance Group, Inc. | PA | Other Buyer | MGA | P&C | |
08/05/16 | 2016 | NFP Corp. | Coury Group, Inc. | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
08/04/16 | 2016 | Sandy Spring Bancorp, Inc. | Advantage Group, Inc. | MD | Bank or Thrift | Retail | Multi Line | |
08/03/16 | 2016 | U.S. Risk Insurance Group, Inc. | Continental Risk Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | Multi Line | |
08/02/16 | 2016 | AmWINS Group | Private Client Insurance Group, LLC | FL | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
08/02/16 | 2016 | Arthur J. Gallagher & Co. | Victory Insurance Agency, Inc. | TX | Public Broker | Retail | Multi Line | |
08/02/16 | 2016 | Element Group LLC | Singleton Insurance Agency, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
08/01/16 | 2016 | Acentria Insurance | Insurance Center of South Florida, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | |
08/01/16 | 2016 | Acrisure, LLC | Chadler Solutions, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
08/01/16 | 2016 | Acrisure, LLC | Southern California Insurance Brokerage, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/01/16 | 2016 | Arthur J. Gallagher & Co. | Blue Horizon Insurance Services | CA | Public Broker | Retail | Multi Line | |
08/01/16 | 2016 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (IL) | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/01/16 | 2016 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (MN) | MN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
08/01/16 | 2016 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (TN) | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
08/01/16 | 2016 | Quaint Oak Insurance Agency, LLC | Signature Insurance Services, LLC | PA | Independent Agency/Broker | Retail | Multi Line | |
08/01/16 | 2016 | Virginia Group Benefits | BeneFinder | VA | Independent Agency/Broker | Retail | EB & Consulting | |
08/01/16 | 2016 | World Insurance Associates, LLC | Harry Herbst & Associates | NJ | Independent Agency/Broker | Retail | EB & Consulting | |
07/31/16 | 2016 | Acrisure, LLC | Undisclosed insurance agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/31/16 | 2016 | BroadStreet Partners, Inc. | Assets of division of undisclosed insurance agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
07/31/16 | 2016 | InterWest Insurance Services, LLC | Book of business | CA | Independent Agency/Broker | Retail | P&C | |
07/29/16 | 2016 | Futurity First Financial Corporation | M3 Financial, Inc. | NY | Other Buyer | Wholesale | EB & Consulting | |
07/28/16 | 2016 | Acentria Insurance | Lighthouse Insurance Agency, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
07/27/16 | 2016 | Arthur J. Gallagher & Co. | Gabor Insurance Services, Inc. | FL | Public Broker | MGA | P&C | |
07/27/16 | 2016 | Kinderhook Industries, LLC | National Truck Protection | NJ | Other Buyer | Retail | P&C | |
07/26/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/26/16 | 2016 | Hub International Limited | Keenan Suggs, Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
07/26/16 | 2016 | Undisclosed buyer | Assure Space, LLC | MD | Other Buyer | Retail | P&C | |
07/26/16 | 2016 | World Insurance Associates, LLC | AIV Group, LLC | NJ | Independent Agency/Broker | Retail | P&C | |
07/25/16 | 2016 | American Financial Group, Inc. | National Interstate | OH | Insurance Company | Retail | P&C | |
07/25/16 | 2016 | CGB Diversified Services, Inc. | Heartland Crop Insurance, Inc. | KS | Other Buyer | Retail | P&C | |
07/21/16 | 2016 | AssuredPartners, Inc. | National Healthcare Access, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/21/16 | 2016 | GoHealth, LLC | 1SourceAdmin, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/20/16 | 2016 | Cross Insurance | Sargent, Tyler & West | ME | Independent Agency/Broker | Retail | Multi Line | |
07/19/16 | 2016 | AssuredPartners, Inc. | Centennial Surety Associates, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/19/16 | 2016 | HGGC | Premier Companies, Inc. | NE | Other Buyer | Wholesale | EB & Consulting | |
07/19/16 | 2016 | Private Investor - Paul Bassman | Ascend Insurance Brokerage | TX | Other Buyer | Retail | P&C | |
07/19/16 | 2016 | Triumph Insurance Group, Inc. | Southern Transportation Insurance Agency, Ltd. | TX | Bank or Thrift | Retail | P&C | |
07/18/16 | 2016 | AssuredPartners, Inc. | Florida Insurance Specialists, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/18/16 | 2016 | Hub International Limited | Parq Advisors | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/15/16 | 2016 | BroadStreet Partners, Inc. | Book of business (WV) | WV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/14/16 | 2016 | AssuredPartners, Inc. | Gerrity, Baker, Williams, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
07/14/16 | 2016 | Kohlberg & Company, LLC | U.S. Risk Insurance Group Inc. | TX | Other Buyer | Wholesale | Multi Line | |
07/13/16 | 2016 | Alliant Insurance Services | Mesirow Insurance Services, Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/13/16 | 2016 | AssuredPartners, Inc. | LJ Stein & Company, Inc. | NY | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
07/11/16 | 2016 | AssuredPartners, Inc. | LegacyTexas Insurance Services, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
07/11/16 | 2016 | Digital Insurance, Inc. | USBC, LLC | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/07/16 | 2016 | Advantage Benefit Solutions | Collins Benefits Solutions, Inc. | TX | Independent Agency/Broker | Retail | EB & Consulting | |
07/07/16 | 2016 | Confie Seguros Insurance Services | J.N. Mason Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/06/16 | 2016 | AssuredPartners, Inc. | Armada Employer Services | MD | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/05/16 | 2016 | Hub International Limited | Gateway Financial Group Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/01/16 | 2016 | Acentria Insurance | Powell Agency, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
07/01/16 | 2016 | Acrisure, LLC | Undisclosed Independent Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/01/16 | 2016 | Acrisure, LLC | Undisclosed Independent Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/01/16 | 2016 | Acrisure, LLC | Undisclosed Independent Agency (MI) | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/01/16 | 2016 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (AZ) | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/01/16 | 2016 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (CO) | CO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/01/16 | 2016 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (IL) | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/01/16 | 2016 | CBIZ, Inc. | Employee Benefits Consulting Business | TN | Public Broker | Retail | EB & Consulting | |
07/01/16 | 2016 | Hilb Group LLC | Carrier Insurance Agency, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
07/01/16 | 2016 | Hilb Group LLC | NPB Insurance Services, Inc | VA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
06/30/16 | 2016 | Insurance Office of America | Thomas J. Hornung & Associates, Inc. | DE | Independent Agency/Broker | Retail | Multi Line | |
06/30/16 | 2016 | USI Holdings Corporation | MVB Insurance, LLC | WV | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
06/28/16 | 2016 | Swan & Sons-Morss Co., Inc. | Henry Dunn Insurance Agency | PA | Independent Agency/Broker | Retail | Multi Line | |
06/27/16 | 2016 | Riverview Financial Corporation | Laura Shrawder Financial Services | PA | Bank or Thrift | Retail | P&C | |
06/26/16 | 2016 | SCS Insurance Agency | Samuel Weisman & Sons, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
06/22/16 | 2016 | Rogers & Gray Insurance Agency, Incorporated | The Albert G. Brock Company | MA | Independent Agency/Broker | Retail | P&C | |
06/21/16 | 2016 | Integro, Ltd. | Jerry Parks Equine Insurance / Parks Insurance Corp. | FL | Independent Agency/Broker- Private Capital Backed | MGA | Multi Line | |
06/20/16 | 2016 | Digital Insurance, Inc. | Stevenson Group | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
06/20/16 | 2016 | Risk Strategies Company, LLC | McLaughlin Brunson Insurance Agency LLP | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
06/17/16 | 2016 | Cross Insurance | Bardwell, Bowlby & Karam Insurance Agency Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
06/16/16 | 2016 | AmTrust Financial Services, Inc. | Total Program Management, LLC | NY | Insurance Company | MGA | P&C | |
06/15/16 | 2016 | Higginbotham & Associates, Inc. | AmeriCap Insurance Group, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
06/14/16 | 2016 | Insurance Office of America | Eagle American Insurance Agency, LLC | FL | Independent Agency/Broker | Retail | Multi Line | |
06/13/16 | 2016 | Arthur J. Gallagher & Co. | Buchholz Planning Corporation | WI | Public Broker | Retail | EB & Consulting | |
06/09/16 | 2016 | Jacobson, Goldfarb & Scott, Inc. | AURA Holdings, LLC | NY | Independent Agency/Broker | Retail | P&C | |
06/07/16 | 2016 | Alliant Insurance Services | Western Carwash Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
06/07/16 | 2016 | Arthur J. Gallagher & Co. | KRW Insurance Agency, Inc. | IL | Public Broker | Retail | Multi Line | |
06/07/16 | 2016 | Confie Seguros Insurance Services | Expresslink Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/06/16 | 2016 | Arthur J. Gallagher & Co. | Ashmore & Associates Insurance Agency, LLC | TX | Public Broker | Retail | Multi Line | |
06/03/16 | 2016 | Hub International Limited | FirstBank Insurance Agency, Inc. | PR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/03/16 | 2016 | R&R Insurance Services, Inc. | Frett Barrington LTD. | WI | Independent Agency/Broker | Retail | Multi Line | |
06/02/16 | 2016 | Hub International Limited | 1st Alaska Insurance, LLC | AK | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/01/16 | 2016 | Acrisure, LLC | Allen Lawrence & Associates, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
06/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (GA) | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/01/16 | 2016 | BroadStreet Partners, Inc. | Book of Business (IN) | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/01/16 | 2016 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (AR) | AR | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
06/01/16 | 2016 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (KS) | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/01/16 | 2016 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (WV) | WV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/01/16 | 2016 | Confie Seguros Insurance Services | Lloyd D. Sprague & Son, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/01/16 | 2016 | Duffy Insurance Agency, Inc. | Jay Colangelo Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
06/01/16 | 2016 | Hub International Limited | Kuperman Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/01/16 | 2016 | NFP Corp. | First West Brokerage Services, Inc. | UT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
06/01/16 | 2016 | NFP Corp. | Mackey Insurance, Inc. | VT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
06/01/16 | 2016 | Oswald Companies | Hoffman Group | OH | Independent Agency/Broker | Retail | Multi Line | |
06/01/16 | 2016 | Protective Life Corporation | Assets of MacNamee Group | PA | Insurance Company | Retail | EB & Consulting | |
06/01/16 | 2016 | Risk Strategies Company, LLC | OakBridge Advisors Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/31/16 | 2016 | BancorpSouth, Inc. | Eustis Risk Management Resources, LLC | LA | Bank or Thrift | Retail | P&C | |
05/31/16 | 2016 | Risk Strategies Company, LLC | Atlass Insurance Group, Inc. | FL | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
05/31/16 | 2016 | VALE Insurance Partners | Onyx Transportation Services LLC | CA | Independent Agency/Broker | MGA | P&C | |
05/24/16 | 2016 | Risk Strategies Company, LLC | John Buttine Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/19/16 | 2016 | Arthur J. Gallagher & Co. | McNeary, Inc. | NC | Public Broker | Retail | Multi Line | |
05/19/16 | 2016 | Digital Insurance, Inc. | Corporate Health Systems, Inc. | MN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/18/16 | 2016 | Amos A. Phelps & Son Insurance Agency Inc. | J.H. Slattery Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
05/18/16 | 2016 | AssuredPartners, Inc. | MaximGroup | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/18/16 | 2016 | Oscar Seikaly | NSI Insurance Group | FL | Other Buyer | Retail | Multi Line | |
05/16/16 | 2016 | Arthur J. Gallagher & Co. | Hogan Insurance Services, Inc. | CA | Public Broker | Wholesale | Multi Line | |
05/16/16 | 2016 | Brown & Brown, Inc. | Morstan General Agency, Inc. | NY | Public Broker | Wholesale | Multi Line | |
05/12/16 | 2016 | Salem Five Bancorp | Otis Brown Insurance Agency, Inc. | MA | Bank or Thrift | Retail | Multi Line | |
05/11/16 | 2016 | Eastern Bank Corporation | BBS Employee Benefits | MA | Bank or Thrift | Retail | EB & Consulting | |
05/10/16 | 2016 | CMS, LLC | Diversified Professional Risk Managers | NY | Independent Agency/Broker | Wholesale | P&C | |
05/09/16 | 2016 | A.N. Ansay & Associates, Inc. | Disher Insurance Services | WI | Independent Agency/Broker | Retail | P&C | |
05/09/16 | 2016 | Farmers National Banc Corp. | Bowers Insurance Agency, Inc. | OH | Bank or Thrift | Retail | Multi Line | |
05/05/16 | 2016 | Worldwide Facilities, Inc. | Sloan Mason Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
05/04/16 | 2016 | ABD Insurance and Financial Services | SharedHR | CA | Independent Agency/Broker | Retail | EB & Consulting | |
05/04/16 | 2016 | Confie Seguros Insurance Services | Auto Insurance Specialists, Inc. | NV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/04/16 | 2016 | Confie Seguros Insurance Services | Trinity Insurance, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/04/16 | 2016 | Confie Seguros Insurance Services | Whitehead Insurance, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/04/16 | 2016 | Hilb Group LLC | Employee benefits business | RI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/04/16 | 2016 | Hilb Group LLC | Group Insurance Concepts, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/03/16 | 2016 | Hub International Limited | First Santa Fe Insurance Services, Inc. | NM | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/03/16 | 2016 | IMA Financial Group, Inc. | Waldman Bros, LLP | TX | Independent Agency/Broker | Retail | Multi Line | |
05/03/16 | 2016 | USI Holdings Corporation | Hanratty & Associates, Inc. | MN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/02/16 | 2016 | Arthur J. Gallagher & Co. | Hagan Newkirk Financial Services, Inc. | AR | Public Broker | Retail | EB & Consulting | |
05/02/16 | 2016 | Prime Risk Partners, Inc. | Old National Insurance | IN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/01/16 | 2016 | BroadStreet Partners, Inc. | Independent Insurance Agency (IN) | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/01/16 | 2016 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (IL) | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/01/16 | 2016 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (IN) | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/01/16 | 2016 | John Yurconic Agency | Hazleton Insurance Center | PA | Independent Agency/Broker | Retail | P&C | |
05/01/16 | 2016 | Walsh Duffield Companies Inc. | Don Allen Agency, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
04/27/16 | 2016 | Champion Risk & Insurance Brokers, L.P. | Adams Clay Insurance Brokerage Co. | CA | Independent Agency/Broker | Retail | P&C | |
04/21/16 | 2016 | People's United Financial, Inc. | Eagle Insurance Group, LLC | MA | Bank or Thrift | Retail | Multi Line | |
04/20/16 | 2016 | AssuredPartners, Inc. | Daly Merritt Insurance, Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/19/16 | 2016 | McDermott-Costa Co. Inc. | Mello Insurance Services, Inc./Myers-Stevens-Mello & Co. Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
04/18/16 | 2016 | Arthur J. Gallagher & Co. | KDC Associates, LLC | NV | Public Broker | MGA | P&C | |
04/13/16 | 2016 | AssuredPartners, Inc. | Bynum Insurance Company | SC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/12/16 | 2016 | Arthur J. Gallagher & Co. | Insurance Plans Agency, Inc. | IL | Public Broker | Retail | Multi Line | |
04/11/16 | 2016 | Acrisure, LLC | Aronson Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/11/16 | 2016 | Arthur J. Gallagher & Co. | Charles Allen Agency, Inc. | MN | Public Broker | Retail | Multi Line | |
04/11/16 | 2016 | Hilb Group LLC | Undisclosed Independent Agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/08/16 | 2016 | Acrisure, LLC | Union Benefit Planners, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
04/05/16 | 2016 | Arthur J. Gallagher & Co. | Capitol Benefits Group, Inc. | OK | Public Broker | Retail | EB & Consulting | |
04/05/16 | 2016 | Risk Strategies Company, LLC | Maggs & Associates, The Business Insurance Brokers, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/05/16 | 2016 | Windhaven Insurance | ATX Premier | TX | Insurance Company | Retail | P&C | |
04/04/16 | 2016 | Alliant Insurance Services | Andre-Romberg Insurance Agency, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/04/16 | 2016 | Confie Seguros Insurance Services | Axiom Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/04/16 | 2016 | Element Group LLC | Barnett Insurance, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
04/04/16 | 2016 | Hub International Limited | Pickett and Associates, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
04/04/16 | 2016 | Marsh & McLennan Companies, Inc. | Corporate Consulting Services, Ltd. | NY | Public Broker | Retail | P&C | |
04/01/16 | 2016 | Acrisure, LLC | Undisclosed Independent Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
04/01/16 | 2016 | Acrisure, LLC | Undisclosed Independent Agency (IL) | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/01/16 | 2016 | BroadStreet Partners, Inc. | Sterling & Sterling, Inc. | NY | Independent Agency/Broker- Private Capital Backed | MGA | Multi Line | |
04/01/16 | 2016 | Hilb Group LLC | Clark-Mortenson Agency, Inc. | NH | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/01/16 | 2016 | Hilb Group LLC | Clay Thomas & Associates, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/01/16 | 2016 | Hilb Group LLC | P.A. Post Agency, LLC | NJ | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
04/01/16 | 2016 | Hilb Group LLC | Stone Transportation, LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/01/16 | 2016 | Hilb Group LLC | W.F. Clayton & Associates, L.L.C. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/01/16 | 2016 | KRA Insurance Agency, Inc. | New Agency Partners LLC | NJ | Independent Agency/Broker | Retail | Multi Line | |
03/31/16 | 2016 | K2 Insurance Services, LLC | High Point Underwriters, LLC | NJ | Independent Agency/Broker | MGA | P&C | |
03/31/16 | 2016 | USI Holdings Corporation | Forrest Sherer, Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
03/30/16 | 2016 | Arthur J. Gallagher & Co. | Joseph Distel & Co, Inc. | CT | Public Broker | MGA | P&C | |
03/29/16 | 2016 | Breckenridge Insurance Services | Platinum Program Managers & Insurance Services, Inc. | CA | Independent Agency/Broker | MGA | P&C | |
03/24/16 | 2016 | USI Holdings Corporation | Brooks Insurance, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
03/23/16 | 2016 | Higginbotham & Associates, Inc. | Capps Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
03/23/16 | 2016 | Pioneer Savings Bank | Anchor Agency, Inc. | NY | Bank or Thrift | Retail | Multi Line | |
03/23/16 | 2016 | Ryan Specialty Group, LLC | Hartan Brokerage | NY | Independent Agency/Broker | Wholesale | P&C | |
03/22/16 | 2016 | Northwest Bancshares, Inc. | Best Insurance Agency, Inc. | PA | Bank or Thrift | Retail | Multi Line | |
03/21/16 | 2016 | Arthur J. Gallagher & Co. | Kane Group Insurance Management Operations | SC | Public Broker | MGA | P&C | |
03/21/16 | 2016 | AssuredPartners, Inc. | AssureSouth, Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
03/21/16 | 2016 | Bolton & Company | Polenzani Benefits | CA | Independent Agency/Broker | Retail | EB & Consulting | |
03/17/16 | 2016 | Lake Michigan Credit Union | Bonner Insurance Agency, Inc. | MI | Other Buyer | Retail | Multi Line |