Industry Transaction Details (as of December 31, 2024)

Who’s Buying
Insurance Brokerage	703
Insurance Carrier and Other	16
Banks and Thrifts	7

What’s Being Bought
Full Service	149
P&C	422
Employee Benefits	155

Retail vs. Specialty
Retail	624
Specialty	102

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 12/31/2024.

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
01/14/14	2014	Risk Strategies Company, LLC	DataRisk LLC	NH	Independent Agency/Broker- Private Capital Backed	Retail	P&C
01/14/14	2014	USI Holdings Corporation	Quintessential Advisors, Ltd.	OH	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
01/14/14	2014	USI Holdings Corporation	Quintessential Advisors, Ltd.	OH	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
01/13/14	2014	Bloss & Dillard Inc.	Agents Insurance Markets Inc.	VA	Independent Agency/Broker	Wholesale	P&C
01/13/14	2014	Bloss & Dillard Inc.	Agents Insurance Markets Inc.	VA	Independent Agency/Broker	Wholesale	P&C
01/13/14	2014	Corcoran & Havlin Insurance Group	Sciarratta & Doucette Insurance Agency	MA	Independent Agency/Broker	Retail	Multi Line
01/13/14	2014	Corcoran & Havlin Insurance Group	Sciarratta & Doucette Insurance Agency	MA	Independent Agency/Broker	Retail	Multi Line
01/09/14	2014	EPIC (Edgewood Partners Insurance Center)	The McCart Group	GA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
01/09/14	2014	EPIC (Edgewood Partners Insurance Center)	The McCart Group	GA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
01/07/14	2014	Alliant Insurance Services	Sagewell Partners, Inc.	PA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
01/07/14	2014	Alliant Insurance Services	Sagewell Partners, Inc.	PA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
01/07/14	2014	AssuredPartners, Inc.	Leonard Insurance Services Agency, Inc.	OH	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
01/07/14	2014	AssuredPartners, Inc.	Leonard Insurance Services Agency, Inc.	OH	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
01/07/14	2014	Insureon	Insurance Noodle	IL	Independent Agency/Broker	Wholesale	P&C
01/07/14	2014	Insureon	Insurance Noodle	IL	Independent Agency/Broker	Wholesale	P&C
01/07/14	2014	Lucien Wright Insurance Agency	Paul Lowe Agency	TX	Independent Agency/Broker	Retail	P&C
01/07/14	2014	Lucien Wright Insurance Agency	Paul Lowe Agency	TX	Independent Agency/Broker	Retail	P&C
01/07/14	2014	The Segal Group	Portion of the business of Moroni Fantin	MI	Independent Agency/Broker	Retail	EB & Consulting
01/07/14	2014	The Segal Group	Portion of the business of Moroni Fantin	MI	Independent Agency/Broker	Retail	EB & Consulting
01/06/14	2014	AmWINS Group	Charles A. Walker Corporation	NY	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
01/06/14	2014	AmWINS Group	Charles A. Walker Corporation	NY	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
01/06/14	2014	NSM Insurance Group, Inc.	American Collectors Insurance, Inc.	NJ	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
01/06/14	2014	NSM Insurance Group, Inc.	American Collectors Insurance, Inc.	NJ	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
01/06/14	2014	OceanPoint Financial Partners, MHC	Raymond Insurance Agency, Inc.	RI	Bank or Thrift	Retail	P&C
01/06/14	2014	OceanPoint Financial Partners, MHC	Raymond Insurance Agency, Inc.	RI	Bank or Thrift	Retail	P&C
01/02/14	2014	McQueary Henry Bowles Troy LLP	Mims & Smith Insurance Associates	TX	Independent Agency/Broker	Retail	Multi Line
01/02/14	2014	McQueary Henry Bowles Troy LLP	Mims & Smith Insurance Associates	TX	Independent Agency/Broker	Retail	Multi Line
01/01/14	2014	Acrisure, LLC	City Underwriting Agency, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
01/01/14	2014	Acrisure, LLC	City Underwriting Agency, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
01/01/14	2014	All Risks, Ltd.	Stonebridge Underwriters, Inc.	MN	Independent Agency/Broker	Wholesale	P&C
01/01/14	2014	All Risks, Ltd.	Stonebridge Underwriters, Inc.	MN	Independent Agency/Broker	Wholesale	P&C
01/01/14	2014	Aronson Insurance Agency, Inc.	Shuffain Insurance Agency, LLC	MA	Independent Agency/Broker	Retail	P&C
01/01/14	2014	Aronson Insurance Agency, Inc.	Shuffain Insurance Agency, LLC	MA	Independent Agency/Broker	Retail	P&C
01/01/14	2014	CBIZ, Inc.	Centric Insurance Agency	NJ	Public Broker	Retail	P&C
01/01/14	2014	CBIZ, Inc.	Centric Insurance Agency	NJ	Public Broker	Retail	P&C
01/01/14	2014	CBIZ, Inc.	Clearview National Partners, L.L.C.	MA	Public Broker	Retail	EB & Consulting
01/01/14	2014	CBIZ, Inc.	Clearview National Partners, L.L.C.	MA	Public Broker	Retail	EB & Consulting
01/01/14	2014	CBIZ, Inc.	Grinspec Insurance Agency Inc.	NJ	Public Broker	Retail	EB & Consulting
01/01/14	2014	CBIZ, Inc.	Grinspec Insurance Agency Inc.	NJ	Public Broker	Retail	EB & Consulting
01/01/14	2014	Hilb Group LLC	Hockman Insurance Agency, Inc.	FL	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
01/01/14	2014	Hilb Group LLC	Hockman Insurance Agency, Inc.	FL	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
01/01/14	2014	Hub International Limited	Sirles Insurance Group, Inc.	SC	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
01/01/14	2014	Hub International Limited	Sirles Insurance Group, Inc.	SC	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
01/01/14	2014	North Point Group, Inc.	Dillon Insurance Services, Inc.	GA	Independent Agency/Broker	Retail	Multi Line
01/01/14	2014	North Point Group, Inc.	Dillon Insurance Services, Inc.	GA	Independent Agency/Broker	Retail	Multi Line
12/31/13	2013	Brightway Insurance, Inc.	Towne Center Insurance Agency Of Heathrow, Inc.	FL	Independent Agency/Broker	Retail	Multi Line
12/31/13	2013	Brown & Brown, Inc.	ICA, Inc.	NC	Public Broker	Retail	P&C
12/31/13	2013	BUA, LLC	Weather Insurance Agency	NY	Independent Agency/Broker	Wholesale	P&C
12/31/13	2013	Hub International Limited	GNW-Evergreen Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
12/31/13	2013	Hub International Limited	Mack Agency, Inc.	MI	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
12/31/13	2013	Hub International Limited	Michigan Insurance Partners Agency, Inc. & NEBS Agency, Inc.	MI	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
12/31/13	2013	Hub International Limited	MJP Associates, LLC	MI	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
12/31/13	2013	Hub International Limited	Pinnacle Insurance Partners, LLC	MI	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
12/31/13	2013	Hub International Limited	Poggi Agency, LLC	MI	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
12/31/13	2013	Hub International Limited	Seeger Benefits & Insurance Services	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
12/31/13	2013	Risk Strategies Company, LLC	Singer Nelson Charlmers, Inc.	NJ	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
12/30/13	2013	RJ Ahmann Company	David Martin Agency, Inc.	MN	Independent Agency/Broker	Retail	EB & Consulting
12/28/13	2013	Cross Insurance	Willis of Northern New England, Inc.	ME	Independent Agency/Broker	Retail	Multi Line
12/27/13	2013	Arthur J. Gallagher & Co.	Jenkins & Associates Insurance Consultants	MO	Public Broker	Retail	EB & Consulting
12/26/13	2013	Arthur J. Gallagher & Co.	Cleaveland Insurance Group, Inc.	IL	Public Broker	Retail	Multi Line
12/20/13	2013	Alliant Insurance Services	PRB Administrators NY	NY	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
12/19/13	2013	Arthur J. Gallagher & Co.	Barmore Insurance Agency, Inc.	TX	Public Broker	Retail	Multi Line
12/19/13	2013	Arthur J. Gallagher & Co.	Longfellow Financial, LLC	MA	Public Broker	Retail	EB & Consulting
12/19/13	2013	Arthur J. Gallagher & Co.	McIntyre Risk Management, LLC	NJ	Public Broker	Retail	P&C
12/18/13	2013	Align Financial Group, Inc.	Western Re/Managers Insurance Services, Inc.	CA	Independent Agency/Broker	Wholesale	P&C
12/18/13	2013	BancorpSouth, Inc.	GEM Insurance Agencies, LP	TX	Bank or Thrift	Retail	P&C
12/18/13	2013	Williams-Manny, Inc.	Langan, Haeger, Vincent & Born, Inc.	IL	Independent Agency/Broker	Retail	Multi Line
12/16/13	2013	AssuredPartners, Inc.	Alliance Marine Risk Managers, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
12/13/13	2013	AssuredPartners, Inc.	Evans Insurance Agency, Inc.	OH	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
12/11/13	2013	Brown & Brown, Inc.	O'Neil Financial Services Agency, Inc.	OH	Public Broker	Retail	P&C
12/11/13	2013	Brown & Brown, Inc.	Preserve Extended Protection Plan, Inc./Agency Services Consolidated, Inc.	OH	Public Broker	Retail	P&C
12/09/13	2013	Aon Corporation	Stratford 360	MN	Public Broker	Retail	EB & Consulting
12/06/13	2013	NFP Corp.	Lone Star Advantage Insurance Services, Inc.	TX	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
12/03/13	2013	AmWINS Group	Bliss & Glennon	CA	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
12/03/13	2013	Hub International Limited	International Special Risks, Inc./North American Marine Underwriters, Inc.	MA	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
12/03/13	2013	Investor group	Charter Risk Management Services, LLC	CT	Other Buyer	Wholesale	P&C
12/03/13	2013	USI Holdings Corporation	Van Gilder Insurance Corporation	CO	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
12/01/13	2013	Acrisure, LLC	Commercial Insurance Solutions	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
12/01/13	2013	Acrisure, LLC	Doyle Alliance Group, Inc.	PA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
12/01/13	2013	AssuredPartners, Inc.	Insight Aviation Insurance	VA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
12/01/13	2013	Marsh & McLennan Companies, Inc.	Cambridge Property & Casualty	MI	Public Broker	Retail	P&C
12/01/13	2013	USI Holdings Corporation	Molton, Allen & Williams, LLC	AL	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
11/29/13	2013	Old National Bancorp	Insurance accounts of Evansville branch office of Wells Fargo Insurance	IN	Bank or Thrift	Retail	P&C
11/29/13	2013	Woodlands Financial Group	Ward Business Insurance Agency, L.P.	TX	Independent Agency/Broker	Retail	P&C
11/22/13	2013	AssuredPartners, Inc.	Stoutamire-Pavlik & Associates, Inc.	FL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
11/22/13	2013	Hub International Limited	Bixler & Associates, Inc.	PR	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
11/22/13	2013	Private Investor	Strategic Employee Benefit Services	CA	Other Buyer	Retail	EB & Consulting
11/19/13	2013	Acrisure, LLC	RPM Insurance Agency	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
11/19/13	2013	South & Western General Agency, Inc	Horner Insurance Services, Inc.	TN	Independent Agency/Broker	Wholesale	P&C
11/15/13	2013	The Carlyle Group	Controlling Equity Stake in Edgewood Partners Insurance Center	CA	Other Buyer	Retail	Multi Line
11/14/13	2013	AssuredPartners, Inc.	MGA Property & Casualty Insurance Agency, LLC	FL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
11/14/13	2013	Leavitt Group Enterprises, Inc.	Golf Insurance Services, Inc.	CA	Independent Agency/Broker	Retail	P&C
11/12/13	2013	AssuredPartners, Inc.	Asset Acquisition of the AHM Financial Group LLC Insurance Business	MO	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
11/11/13	2013	AssuredPartners, Inc.	Lee F. Murphy, Inc.	MN	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
11/11/13	2013	Wright Group Services	Affiliated Financial Services, Inc.	CO	Independent Agency/Broker	Retail	P&C
11/08/13	2013	American National Bank of Texas	Planned Benefits Services, Inc.	TX	Bank or Thrift	Retail	EB & Consulting
11/08/13	2013	Eastern Bank Corporation	Westover Insurance Agency, Inc.	MA	Bank or Thrift	Retail	P&C
11/06/13	2013	Arthur J. Gallagher & Co.	Employee Benefits Analysis Corporation	TX	Public Broker	Retail	EB & Consulting
11/05/13	2013	Chris-Leef General Agency, Inc.	H&W Insurance Services, Inc.	KS	Independent Agency/Broker	Wholesale	P&C
11/04/13	2013	Arthur J. Gallagher & Co.	Parks Johnson Agency, LLC	FL	Public Broker	Retail	EB & Consulting
11/04/13	2013	Confie Seguros Insurance Services	DeFranco Insurance Agency, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
11/04/13	2013	Confie Seguros Insurance Services	Insurance Group of American, Inc. dba City Insurance	FL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
11/04/13	2013	NSM Insurance Group, Inc.	Executive Liability Managers Insurance Brokers Inc.	CA	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
11/02/13	2013	Auto Town Insurance Agency, LLC	Fling Insurance Agency Inc.	GA	Independent Agency/Broker	Retail	P&C
11/01/13	2013	AssuredPartners, Inc.	GLM Insurance	NJ	Independent Agency/Broker- Private Capital Backed	Retail	P&C
11/01/13	2013	Cullen/Frost Bankers, Inc.	Kolkhorst Insurance Agency, LLC	TX	Bank or Thrift	Retail	Multi Line
11/01/13	2013	Marsh & McLennan Companies, Inc.	Elsey & Associates Surety/Insurance Agency, Inc.	TX	Public Broker	Retail	Multi Line
11/01/13	2013	Ryan Specialty Group, LLC	Westrope	MO	Independent Agency/Broker	Wholesale	P&C
10/31/13	2013	Frost Insurance	Kolkhorst Insurance Agency	TX	Independent Agency/Broker	Retail	P&C
10/31/13	2013	Regions Financial Corporation	Hanback Group	TN	Bank or Thrift	Retail	EB & Consulting
10/28/13	2013	AssuredPartners, Inc.	Eastern Insurance Acquisition Agency, LLC dba Eastern Insurance Group	PA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/28/13	2013	Hyperion Insurance Group	PGI Commercial, LLC	FL	Independent Agency/Broker	Wholesale	P&C
10/24/13	2013	Arthur J. Gallagher & Co.	G. S. Levine Insurance Services, Inc.	CA	Public Broker	Retail	Multi Line
10/10/13	2013	AssuredPartners, Inc.	Preferred Advantage	CT	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/08/13	2013	USI Holdings Corporation	Richard J. Princinsky & Associates, Inc.	MD	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
10/04/13	2013	Confie Seguros Insurance Services	Advanced Auto Insurance Agency, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/04/13	2013	Confie Seguros Insurance Services	Family Insurance	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/04/13	2013	Confie Seguros Insurance Services	James S. Sullivan Agency, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/03/13	2013	Arthur J. Gallagher & Co.	RJ Dutton Incorported	KS	Public Broker	Retail	EB & Consulting
10/03/13	2013	AssuredPartners, Inc.	Anderson Jackson Metts, Inc. dba AJM Insurance	NJ	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/02/13	2013	Alliant Insurance Services	EnRisk Services, Inc.	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/01/13	2013	First Light Program Managers, Inc.	Frontline Underwriters, Inc.	MS	Independent Agency/Broker	Wholesale	P&C
10/01/13	2013	Varney Agency, Inc.	Loggers Insurance, Inc.	FL	Independent Agency/Broker	Retail	P&C
09/30/13	2013	Hub International Limited	Connelly, Carlisle, Fields & Nichols Insurance	FL	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/30/13	2013	T&H Global Holdings, LLC	McMartin Wasek & Associates, Inc.	MI	Independent Agency/Broker	Retail	P&C
09/27/13	2013	AmTrust Financial Services, Inc.	The Insco Dico Group	CA	Insurance Company	Wholesale	P&C
09/20/13	2013	USI Holdings Corporation	Alliance Benefit Solutions, LLC	CT	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/18/13	2013	Ascension Insurance, Inc.	Transure Services, Inc.	NC	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/18/13	2013	Digital Insurance, Inc.	Ovation Benefits Group LLC	CT	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/17/13	2013	Management group	Networked Insurance Agents, Inc.	CA	Independent Agency/Broker	Retail	P&C
09/16/13	2013	AssuredPartners, Inc.	Dwyer Franchise Insurance International, Inc.	OH	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/16/13	2013	Confie Seguros Insurance Services	Retail Agency Distribution Business of Affirmative Insurance Holdings, Inc. dba Retail Agency Group		Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/16/13	2013	Ryan Specialty Group, LLC	S.H. Smith & Company, Inc.	CT	Independent Agency/Broker	Wholesale	P&C
09/12/13	2013	Higginbotham & Associates, Inc.	Capital Benefits Group Inc.	TX	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/10/13	2013	Sterling Risk Advisors, Inc.	Graham-Naylor Agency, Inc.	GA	Independent Agency/Broker	Retail	P&C
09/06/13	2013	Arthur J. Gallagher & Co.	R.W. Scobie, Inc.	WI	Public Broker	Wholesale	P&C
09/06/13	2013	Progressive Enterprises Holdings, Inc.	PMSI, Inc.	FL	Other Buyer	Retail	EB & Consulting
09/04/13	2013	Confie Seguros Insurance Services	Olympic Insurance Agency	WA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/04/13	2013	NFP Corp.	Insurance West Corporation	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/03/13	2013	RGEB, Inc.	Individual, Medicare and group health insurance business of Archer Weiss	CA	Independent Agency/Broker	Retail	EB & Consulting
09/01/13	2013	Centennial Group Benefits and Insurance Services, Inc.	Benefit Solutions Company Insurance Services, Inc.	CA	Independent Agency/Broker	Retail	EB & Consulting
08/31/13	2013	Hub International Limited	Manuel Lujan Insurance, Inc.	NM	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/29/13	2013	INSURICA Insurance Management Network	Biltmore Benefits	AZ	Independent Agency/Broker	Retail	EB & Consulting
08/29/13	2013	INSURICA Insurance Management Network	JRJ Agency	OK	Independent Agency/Broker	Retail	Multi Line
08/29/13	2013	INSURICA Insurance Management Network	Kenderdine Agency, Inc.	TX	Independent Agency/Broker	Retail	Multi Line
08/29/13	2013	INSURICA Insurance Management Network	Partners In Benefit Planning, Inc	OK	Independent Agency/Broker	Retail	EB & Consulting
08/29/13	2013	INSURICA Insurance Management Network	Rosemary Spring & Associates	TX	Independent Agency/Broker	Retail	EB & Consulting
08/29/13	2013	Serra & DelVecchio Insurance, LLC	Assets of Moongate Insurance Group, LLC	MA	Independent Agency/Broker	Retail	P&C
08/27/13	2013	AssuredPartners, Inc.	Golseth & Gregson Insurance Services dba GBP Risk Solutions	AZ	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/26/13	2013	Management Group	Highland Capital Brokerage, Inc.	AL	Independent Agency/Broker	Retail	EB & Consulting
08/26/13	2013	Specialty Underwriters & Risk Evaluators, LLC	WSIB Insurance Agency, LLC	MI	Independent Agency/Broker	Wholesale	P&C
08/21/13	2013	ECM Solutions	Ferguson Employee Benefits Agency	SC	Independent Agency/Broker	Retail	EB & Consulting
08/13/13	2013	H.W. Kaufman Financial Group	ISI Insurance Services	PA	Independent Agency/Broker	Wholesale	P&C
08/12/13	2013	Arthur J. Gallagher & Co.	Bollinger Holdings, Inc.	NJ	Public Broker	Retail	Multi Line
08/08/13	2013	NFP Corp.	Wood Insurance Group, Inc.	CT	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/07/13	2013	EPIC (Edgewood Partners Insurance Center)	SafeHarbor Risk Management	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/07/13	2013	Randall & Quilter Investment Holdings Plc	Risk Transfer Underwriting, Inc	CT	Insurance Company	Wholesale	P&C
08/05/13	2013	Confie Seguros Insurance Services	Economy Insurance Mart of Hernando LLC	FL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/05/13	2013	Glenville Bank Holding Company, Inc.	Scautub Agency Inc.	NY	Bank or Thrift	Retail	P&C
08/05/13	2013	Hellman & Friedman LLC	Hub International Limited	IL	Other Buyer	Retail	Multi Line
08/02/13	2013	Hub International Limited	Vicencia and Buckley Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/01/13	2013	Allstate Corporation	Northeast Agencies, Inc.	NY	Insurance Company	Retail	P&C
08/01/13	2013	Digital Insurance, Inc.	Strategic Employee Benefit Services - Wellesley, Providence and Springfield	MA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
08/01/13	2013	Hub International Limited	Unity Group, Inc.	WA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/01/13	2013	Management group	Northwestern Benefits, Inc.	TX	Independent Agency/Broker	Retail	EB & Consulting
07/24/13	2013	Jacobson, Goldfarb & Scott, Inc.	Employee benefits book of business	NJ	Independent Agency/Broker	Retail	EB & Consulting
07/19/13	2013	The Andrew Agency	Samuel D. Baughman Insurance Services	VA	Independent Agency/Broker	Retail	Multi Line
07/18/13	2013	Digital Insurance, Inc.	Berg Andonian, Inc.	WA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
07/17/13	2013	AssuredPartners, Inc.	Donald F. LaPenna Associates, Inc. dba The Insurance Centers and Ironbound Business Insurance Agency	NJ	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
07/17/13	2013	Health Insurance Innovations, Inc.	Secured Health and Life	FL	Independent Agency/Broker	Retail	EB & Consulting
07/17/13	2013	USI Holdings Corporation	Cohen-Seltzer, Inc.	PA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/16/13	2013	Ink Underwriting	Pioneer Programs Insurance Solutions	CA	Independent Agency/Broker	Wholesale	P&C
07/15/13	2013	Atlantic Risk Specialists, Inc.	Insurex, Inc.	NJ	Independent Agency/Broker	Wholesale	P&C
07/15/13	2013	Delta Trust & Banking Corporation	Allen Kerr Insurance Agency, Inc.	AR	Bank or Thrift	Retail	Multi Line
07/12/13	2013	Leavitt Group Enterprises, Inc.	United Valley Insurance Services	CA	Independent Agency/Broker	Retail	Multi Line
07/02/13	2013	Marsh & McLennan Companies, Inc.	Smith Group	ME	Public Broker	Wholesale	EB & Consulting
07/02/13	2013	The McGowan Companies	Professional Risk Placements, LLC	NJ	Independent Agency/Broker	Wholesale	P&C
07/01/13	2013	Berry Insurance Group, Inc.	MacDonald Insurance, Inc.	OH	Independent Agency/Broker	Retail	Multi Line
07/01/13	2013	Confie Seguros Insurance Services	C W Baker Insurance Agency, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/01/13	2013	Confie Seguros Insurance Services	Lewiston Insurance Agency, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/01/13	2013	E. T. Dayton, Inc.	Cunningham Insurance assets		Independent Agency/Broker	Retail	Multi Line
07/01/13	2013	Madison Dearborn Partners, LLC	National Financial Partners Corp.	NY	Other Buyer	Retail	Multi Line
07/01/13	2013	Southwest Bancshares, Inc.	Luhn-McCain Insurance Agency, Ltd.	TX	Bank or Thrift	Retail	Multi Line
07/01/13	2013	TowneBank	Hooker & Buchanan, Inc.	NC	Bank or Thrift	Retail	Multi Line
07/01/13	2013	TowneBank	Yergey Insurance Agency, Inc.	VA	Bank or Thrift	Retail	Multi Line
06/28/13	2013	McQueary Henry Bowles Troy LLP	Lubbock, Texas office of Wells Fargo Insurance	TX	Independent Agency/Broker	Retail	Multi Line
06/27/13	2013	Kohlberg & Company, LLC	Majority stake in RSC Insurance Brokerage, Inc.	MA	Other Buyer	Retail	Multi Line
06/18/13	2013	Heffernan Insurance Brokers	Consuasor, Inc.	NY	Independent Agency/Broker	Retail	Multi Line
06/14/13	2013	Higginbotham & Associates, Inc.	Sawyer Insurance Agency	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/10/13	2013	AssuredPartners, Inc.	AxisPointe, Inc.	NJ	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
06/10/13	2013	Brown & Brown, Inc.	Rollins Agency, Inc.	NY	Public Broker	Retail	Multi Line
06/07/13	2013	AssuredPartners, Inc.	Douglas Bays & Associates	IN	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
06/06/13	2013	Digital Insurance, Inc.	Health insurance and benefits division of Cash & Associates, Inc.	FL	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
06/04/13	2013	Hub International Limited	Beartooth Insurance Agencies, Inc.	MT	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
05/31/13	2013	AmTrust Financial Services, Inc.	Amcom Insurance Services, Inc.	CA	Insurance Company	Wholesale	P&C
05/31/13	2013	Cochrane & Company	Prowest Insurance Services Inc.	CA	Independent Agency/Broker	Wholesale	P&C
05/31/13	2013	Protector Holdings, LLC	Premier Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
05/29/13	2013	Digital Insurance, Inc.	Fallick Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
05/29/13	2013	McDonnell Insurance, Inc.	Menard, Gates & Mathis, Inc.	TN	Independent Agency/Broker	Retail	Multi Line
05/29/13	2013	Willis Group Holdings Limited	T.E. Burke & Associates Inc.	MD	Public Broker	Retail	EB & Consulting