Industry Transactions
2024 Acquisition Details (YTD as of April 30, 2024)
Who’s Buying | |
---|---|
Insurance Brokerage | 475 |
Insurance Carrier and Other | 11 |
Banks and Thrifts | 4 |
What’s Being Bought | |
---|---|
Full Service | 101 |
P&C | 292 |
Employee Benefits | 97 |
Retail vs. Specialty | |
---|---|
Retail | 408 |
Specialty | 82 |
All transactions listed are announced deals involving public companies, private equity backed brokers, private companies, banks, InsurTech companies (2017-2018 only) as well as others including private equity groups, underwriters, specialty lenders, etc. All targets are U.S. only. This data displays a snapshot at a particular point in time and has not been updated to reflect subsequent changes in prior years, if any. MarshBerry estimates that only 50 – 60% of all transactions are actually made public. Past performance is not necessarily indicative of future results. Data reported YTD as of 4/30/2024.
Source: S&P Global Market Intelligence, Insurance Journal, and other publicly available sources
<- If necessary, scroll to view table info ->
Announced Date | Deal Year | Buyer | Seller | Seller Location | Buyer Type | Seller Type | Seller Line of Business | Press Release |
---|---|---|---|---|---|---|---|---|
07/27/12 | 2012 | Arthur J. Gallagher & Co. | Grace/Mayer Insurance Agency, Inc. | NE | Public Broker | Retail | P&C | |
07/27/12 | 2012 | Pinnacle Insurance Group, Inc. | Naler Insurance Agency | TX | Independent Agency/Broker | Retail | P&C | |
07/26/12 | 2012 | Digital Insurance, Inc. | DSG Benefits Group, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/24/12 | 2012 | USI Holdings Corporation | Kelly Insurance Brokerage, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/20/12 | 2012 | Bolton & Company | Reaume Financial Group, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | |
07/19/12 | 2012 | CoVerica, Inc. | Unimark Insurance | TX | Independent Agency/Broker | Retail | P&C | |
07/19/12 | 2012 | USI Holdings Corporation | Suncoast Insurance Associates, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/18/12 | 2012 | A.N. Ansay & Associates, Inc. | Klein Insurance Group | WI | Independent Agency/Broker | Retail | Multi Line | |
07/18/12 | 2012 | Leavitt Group Enterprises, Inc. | Whitfield United Insurance Agencies Inc. | WA | Independent Agency/Broker | Retail | P&C | |
07/17/12 | 2012 | Digital Insurance, Inc. | Strategic Employee Benefit Services of the Midwest, Inc. | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | ||
07/17/12 | 2012 | Insphere Insurance Solutions, Inc. | Repp Gartner Financial, Inc. | CA | Other Buyer | Retail | EB & Consulting | |
07/13/12 | 2012 | AssuredPartners, Inc. | GCM Consulting, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/11/12 | 2012 | Arthur J. Gallagher & Co. | Triad USA, Inc. | PA | Public Broker | Retail | EB & Consulting | |
07/10/12 | 2012 | LifeStore Financial Group (MHC) | Elite Insurance Group, LLC | NC | Bank or Thrift | Retail | P&C | |
07/09/12 | 2012 | Marsh & McLennan Companies, Inc. | Security Insurance Services, Inc. | WI | Public Broker | Retail | Multi Line | |
07/05/12 | 2012 | OneBeacon Insurance Group, LTD. | Public Entities of America, LLC | GA | Insurance Company | Wholesale | P&C | |
07/03/12 | 2012 | Hub International Limited | Sidles Duncan & Associates Insurance Services, Inc | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
07/02/12 | 2012 | Arthur J. Gallagher & Co. | Miller Buettner & Parrott, Inc. | IL | Public Broker | Retail | EB & Consulting | |
07/02/12 | 2012 | Chapman & Chapman, Inc. | PJ Amos & Associates, LLC | OH | Independent Agency/Broker | Retail | EB & Consulting | |
07/02/12 | 2012 | Confie Seguros Insurance Services | Bradley Insurance Agency, Inc. | NV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/02/12 | 2012 | Confie Seguros Insurance Services | Deborah Ann Costello LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/02/12 | 2012 | Confie Seguros Insurance Services | Westside Auto | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
07/02/12 | 2012 | Hub International Limited | Bryson & Company, Inc. | MS | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
07/01/12 | 2012 | CBIZ, Inc. | Stoltz and Company LTD., L.L.P | TX | Public Broker | Retail | Multi Line | |
07/01/12 | 2012 | Duncan Fraser & Bridges Insurance Agency Inc. | Greater Texas Insurance Managers and Agency, Inc. | TX | Independent Agency/Broker | Retail | P&C | |
07/01/12 | 2012 | InPro Insurance Group, Inc. | Industrial Insurance Services, Inc. | MI | Independent Agency/Broker | Retail | EB & Consulting | |
07/01/12 | 2012 | NFP Corp. | Absolute Insurance Service, Inc. | NV | Public Broker | Retail | Multi Line | |
06/28/12 | 2012 | Stoneman-Schopf Agency Inc. | Baylake Insurance Agency Inc. | WI | Independent Agency/Broker | Retail | P&C | |
06/27/12 | 2012 | Howard W. Phillips & Company | Basil-Voges, Incorporated | MD | Independent Agency/Broker | Retail | P&C | |
06/26/12 | 2012 | InPro Insurance Group, Inc. | Falvay-Counihan Insurance, Inc. | MI | Independent Agency/Broker | Retail | Multi Line | |
06/25/12 | 2012 | BancorpSouth, Inc. | Securance Group Inc. | AL | Bank or Thrift | Retail | Multi Line | |
06/25/12 | 2012 | Britton-Gallagher & Associates, Inc. | Beckman Insurance Agency | WI | Independent Agency/Broker | Retail | P&C | |
06/22/12 | 2012 | Central Insurance Agency | Mt. Pleasant Agency, Inc. | MI | Independent Agency/Broker | Retail | Multi Line | |
06/19/12 | 2012 | Arthur J. Gallagher & Co. | Whitehaven Insurance Group, Inc. | AL | Public Broker | Retail | P&C | |
06/15/12 | 2012 | Hub International Limited | MGIS Property & Casualty Insurance's west business unit | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
06/13/12 | 2012 | USI Holdings Corporation | Lynch Beretta Bucci LLP | RI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/12/12 | 2012 | Hylant Group, Inc. | AGIS, LLC | FL | Independent Agency/Broker | Retail | EB & Consulting | |
06/11/12 | 2012 | Hilb Group LLC | MDM Covenant Insurance, LLC | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
06/08/12 | 2012 | Marsh & McLennan Companies, Inc. | Progressive Benefit Solutions, LLC | NC | Public Broker | Retail | EB & Consulting | |
06/07/12 | 2012 | Arthur J. Gallagher & Co. | Broker Benefit Services, L.L.C. | MO | Public Broker | Retail | EB & Consulting | |
06/06/12 | 2012 | Arthur J. Gallagher & Co. | Grossman & Associates, Inc. | OH | Public Broker | Retail | EB & Consulting | |
06/06/12 | 2012 | Stahlka Agency, Inc. | Historic Square Agency’s New York office | NY | Independent Agency/Broker | Retail | Multi Line | |
06/05/12 | 2012 | Alan J. Kaufman Revocable Living Trust | W.C. Mills Insurance, Inc | UT | Independent Agency/Broker | Wholesale | P&C | |
06/05/12 | 2012 | Oswald Companies | Union Insurance Group | OH | Independent Agency/Broker | Retail | EB & Consulting | |
06/04/12 | 2012 | Starkweather & Shepley Insurance Brokerage, Inc. | Fradette/Carlson Insurance Agency | CT | Independent Agency/Broker | Retail | Multi Line | |
06/01/12 | 2012 | Capacity Group, Inc. | Protector Insurance Agency, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
06/01/12 | 2012 | Doctors First, Inc, | MGIS Property & Casualty Insurance's east business unit | Independent Agency/Broker | Retail | P&C | ||
06/01/12 | 2012 | LifeStore Financial Group (MHC) | Parkway Custom Insurance Associates Inc. | NC | Bank or Thrift | Retail | P&C | |
06/01/12 | 2012 | Oakes-Fisher Insurance | Civille Insurance Agency, Inc. | MI | Independent Agency/Broker | Retail | P&C | |
06/01/12 | 2012 | PNC Financial Services Group, Inc. | Stine Davis of Maryland Inc. | MD | Bank or Thrift | Retail | P&C | |
05/31/12 | 2012 | USI Holdings Corporation | Impact Benefit Management Services, LLC | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/22/12 | 2012 | Arthur J. Gallagher & Co. | Professional Claims Managers, Inc. | TX | Public Broker | Retail | P&C | |
05/21/12 | 2012 | AssuredPartners, Inc. | First Carolina Risk Management Advisors | SC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/17/12 | 2012 | Brown & Brown, Inc. | Insurcorp | NV | Public Broker | Retail | Multi Line | |
05/16/12 | 2012 | Excellere Partners | Endeavor General Agency, LLC | TX | Other Buyer | Wholesale | P&C | |
05/11/12 | 2012 | Towers Watson & Co. | Extend Health, Inc. | CA | Other Buyer | Retail | EB & Consulting | |
05/10/12 | 2012 | Arthur J. Gallagher & Co. | VEBA Service Group, LLC | WA | Public Broker | Retail | EB & Consulting | |
05/10/12 | 2012 | AssuredPartners, Inc. | Benefit Concepts of Indiana Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/10/12 | 2012 | Brown & Brown, Inc. | Richard W. Endlar Insurance Agency, Inc | MA | Public Broker | Retail | P&C | |
05/10/12 | 2012 | Undisclosed buyer | Northern California agency assets | CA | Other Buyer | Retail | EB & Consulting | |
05/09/12 | 2012 | Confie Seguros Insurance Services | Chapman Agency Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/09/12 | 2012 | Confie Seguros Insurance Services | Coppola Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/09/12 | 2012 | Confie Seguros Insurance Services | Daley Insurance Agency Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/09/12 | 2012 | Confie Seguros Insurance Services | Palmetto Insurance | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/09/12 | 2012 | Confie Seguros Insurance Services | Speedlane Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/09/12 | 2012 | Confie Seguros Insurance Services | Survival Insurance Brokerage, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/09/12 | 2012 | Higginbotham & Associates, Inc. | BenefitSpecialists L.P. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
05/09/12 | 2012 | USI Holdings Corporation | Hylant Specialty Programs | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/07/12 | 2012 | Capacity Group, Inc. | Dewitt Stern Imperatore Ltd. (assets) | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
05/03/12 | 2012 | AmeriLife Group, L.L.C. | Vertical Vision Financial Marketing,LLC | GA | Other Buyer | Retail | EB & Consulting | |
05/03/12 | 2012 | AssuredPartners, Inc. | Insurance Systems, Inc./Insurance Systems of West Virginia, Inc. | WV | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/01/12 | 2012 | AssuredPartners, Inc. | Morehead Insurance | KY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
05/01/12 | 2012 | Hub International Limited | Association Benefits Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/30/12 | 2012 | Arthur J. Gallagher & Co. | Schiff, Kreidler-Shell Insurance and Risk Services | OH | Public Broker | Retail | Multi Line | |
04/30/12 | 2012 | Hub International Limited | Knauff Insurance Agency Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/30/12 | 2012 | Knauff Insurance Agency, Inc. | Book of business | NC | Independent Agency/Broker | Retail | Multi Line | |
04/30/12 | 2012 | The McGowan Companies | Allied Insurance Brokers, Inc. | MD | Independent Agency/Broker | Wholesale | P&C | |
04/27/12 | 2012 | LifeStore Financial Group (MHC) | James Epps Agency | NC | Bank or Thrift | Retail | P&C | |
04/17/12 | 2012 | New Mountain Capital, LLC | AmWINS Group, Inc. | NC | Other Buyer | Wholesale | P&C | |
04/16/12 | 2012 | AssuredPartners, Inc. | Matrix Benefits and Consulting Group | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/13/12 | 2012 | USI Holdings Corporation | BBVA Compass Insurance Agency, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
04/12/12 | 2012 | Brown & Brown, Inc. | John D. Moten, Inc. | PA | Public Broker | Retail | P&C | |
04/10/12 | 2012 | Arthur J. Gallagher & Co. | Besselman & Little Agency, LLC | LA | Public Broker | Retail | EB & Consulting | |
04/05/12 | 2012 | Worldwide Facilities, Inc. | Privett Special Risk Services, LLC | NY | Independent Agency/Broker | Wholesale | P&C | |
04/03/12 | 2012 | Brown & Brown, Inc. | D. Bezona & Company Insurance Services, Inc. | CA | Public Broker | Retail | EB & Consulting | |
04/03/12 | 2012 | Red Ventures | HomeInsurance.com | NC | Other Buyer | Retail | P&C | |
04/03/12 | 2012 | Ryan Specialty Group, LLC | WKF&C Agency, Inc | NY | Independent Agency/Broker | Wholesale | P&C | |
04/02/12 | 2012 | Foundation Financial Group, LLC | Assured Insurance Services, Inc. | CA | Other Buyer | Retail | P&C | |
04/02/12 | 2012 | Hub International Limited | Signature Insurance Group, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
04/02/12 | 2012 | Marsh & McLennan Companies, Inc. | Cosmos Services (America) Inc | NY | Public Broker | Retail | Multi Line | |
04/02/12 | 2012 | NFP Corp. | Ameribonds Surety & Insurance Services | IL | Public Broker | Retail | P&C | |
04/02/12 | 2012 | NFP Corp. | Nemco Group, LLC | NY | Public Broker | Retail | EB & Consulting | |
04/01/12 | 2012 | Pioneer Heritage Insurance, LLC | Willmar Agency, Inc. | MN | Independent Agency/Broker | Retail | P&C | |
03/31/12 | 2012 | CBIZ, Inc. | Strategic Employee Benefit Services of Illinois, Inc. | IL | Public Broker | Retail | EB & Consulting | |
03/31/12 | 2012 | Undisclosed buyer | Neighborhood Group Inc. | PA | Other Buyer | Retail | P&C | |
03/27/12 | 2012 | AssuredPartners, Inc. | Arison Insurance Services, Inc. | KY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
03/27/12 | 2012 | Bollinger, Inc. | Creative Agency Group | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
03/27/12 | 2012 | Drayton Bancor, Inc. | Certain operaions of Citizens Insurance Agency, Inc. | ND | Bank or Thrift | Retail | P&C | |
03/26/12 | 2012 | K2 Insurance Services, LLC | Midwestern Insurance Alliance, Inc. | KY | Independent Agency/Broker | Wholesale | P&C | |
03/22/12 | 2012 | Louisiana Agency Partners | The Kirksey Agency | LA | Independent Agency/Broker | Retail | P&C | |
03/20/12 | 2012 | Farm Credit Services of America, ACA | Len Clark Crop Insurance Agency | IA | Other Buyer | Retail | P&C | |
03/19/12 | 2012 | Poms & Associates Insurance Brokers, Inc. | Nathan Stone Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
03/16/12 | 2012 | Anderson-Frazier Insurance Agency of Hope Inc | Greening Ellis Insurance Agency | AR | Independent Agency/Broker | Retail | Multi Line | |
03/14/12 | 2012 | Bell-Anderson Agency, Inc. | Michael J. Girias | WA | Independent Agency/Broker | Retail | Multi Line | |
03/14/12 | 2012 | Stephens Inc. | Hoffman-Henry Insurance Corporation | AR | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
03/13/12 | 2012 | Arthur J. Gallagher & Co. | Human Resource Management Systems, LLC | IL | Public Broker | Retail | EB & Consulting | |
03/13/12 | 2012 | Confie Seguros Insurance Services | Power Auto Insurance Sales, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
03/13/12 | 2012 | Marsh & McLennan Companies, Inc. | KSPH LLC | VA | Public Broker | Retail | EB & Consulting | |
03/09/12 | 2012 | TrueNorth Companies LLC | Frank W. Berlin & Associates LLC | IA | Independent Agency/Broker | Retail | EB & Consulting | |
03/08/12 | 2012 | Arthur J. Gallagher & Co. | Wischmeyer Benefit Partners | TX | Public Broker | Retail | EB & Consulting | |
03/01/12 | 2012 | Moody Insurance Agency, Inc. | IRG Underwriters, LLC. (book of business) | CO | Independent Agency/Broker | Retail | P&C | |
02/29/12 | 2012 | Private Investor - Barry Sher | Stewart Insurance Service, Inc. | CA | Other Buyer | Retail | P&C | |
02/22/12 | 2012 | Brown & Brown, Inc. | Kane Partners, Inc. | NY | Public Broker | Retail | EB & Consulting | |
02/22/12 | 2012 | USI Holdings Corporation | Pinnacle Group | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
02/17/12 | 2012 | Arthur J. Gallagher & Co. | First Premium Insurance Group, Inc. | LA | Public Broker | Wholesale | P&C | |
02/17/12 | 2012 | USI Holdings Corporation | Euclid Retail Business | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
02/14/12 | 2012 | Encore Bancshares, Inc. | Whittington Insurance Agency Inc. | TX | Bank or Thrift | Retail | P&C | |
02/13/12 | 2012 | Pacific Resources - Management Team | Pacific Resources | IL | Other Buyer | Retail | EB & Consulting | |
02/09/12 | 2012 | Harbour Insurance | Fidelity Insurance Associates | FL | Independent Agency/Broker | Retail | Multi Line | |
02/08/12 | 2012 | AssuredPartners, Inc. | Jenkins Insurance Services, Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
02/07/12 | 2012 | Arthur J. Gallagher & Co. | Detlefs Johnson & Partners | LA | Public Broker | Retail | EB & Consulting | |
02/07/12 | 2012 | Arthur J. Gallagher & Co. | ProSource Financial, LLC | IL | Public Broker | Retail | EB & Consulting | |
02/06/12 | 2012 | Northwest Farm Credit Services, ACA | Hermance Insurance Agency, LLC | WA | Bank or Thrift | Retail | P&C | |
02/06/12 | 2012 | The Buckner Co. | Leonardson Insurance | ID | Independent Agency/Broker | Retail | P&C | |
02/03/12 | 2012 | BB&T Corporation | Crump Life Insurance Services Inc. / Crump Insurance Services Inc. | NJ | Bank or Thrift | Wholesale | Multi Line | |
02/03/12 | 2012 | The Liberty Company Insurance Brokers | C.M. Meiers Co. | CA | Independent Agency/Broker | Retail | Multi Line | |
02/01/12 | 2012 | Alliant Insurance Services | Thesco Retirement Planning Services | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
02/01/12 | 2012 | C&S Insurance Agency, Inc. | Colonial Insurance Services, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
02/01/12 | 2012 | Hub International Limited | Mahres & Mahres Insurance Agency | NM | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
02/01/12 | 2012 | MountainOne Financial Partners | Stevenson & Company, Inc. | MA | Other Buyer | Retail | P&C | |
02/01/12 | 2012 | NFP Corp. | Driscoll Insurance Agency, Inc. | CA | Public Broker | Retail | Multi Line | |
02/01/12 | 2012 | Texas Dow Employees Credit Union | Burridge Insurance Agency, Inc. | TX | Other Buyer | Retail | EB & Consulting | |
01/31/12 | 2012 | Foundation Financial Group, LLC | B&R Insurance, Inc. | FL | Other Buyer | Retail | P&C | |
01/31/12 | 2012 | Investors Title Company | Undisclosed insurance agency | Other Buyer | Retail | P&C | ||
01/31/12 | 2012 | Texas Dow Employees Credit Union | Assurance Insurance Agency, LLC | TX | Other Buyer | Retail | Multi Line | |
01/27/12 | 2012 | Ontario Teachers’ Pension Plan | BroadStreet Capital Partners, Inc. | OH | Other Buyer | Retail | Multi Line | |
01/24/12 | 2012 | Stephens Inc. | Grace Group, Inc. | AR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
01/20/12 | 2012 | AssuredPartners, Inc. | Dawson Companies | OH | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
01/19/12 | 2012 | Arthur J. Gallagher & Co. | Riley & Associates, Inc. | SC | Public Broker | Retail | P&C | |
01/19/12 | 2012 | Ventura Partners BHR, LP | Ventura assets of Barlocker Insurance Services | CA | Independent Agency/Broker | Retail | Multi Line | |
01/17/12 | 2012 | International Marketing and Administration Company | Specialty Service Solutions, LLC | IL | Other Buyer | Wholesale | P&C | |
01/17/12 | 2012 | Southwest Business Corporation | PRO Insurance Services, Inc. | TX | Other Buyer | Retail | P&C | |
01/13/12 | 2012 | Lykes Bros. Inc. | AGIS Tampa Bay | FL | Other Buyer | Retail | EB & Consulting | |
01/12/12 | 2012 | Direct-Link Holding Group, LLC | Commercial insurance division of Cumbre | CA | Independent Agency/Broker | Retail | P&C | |
01/12/12 | 2012 | Ryan Specialty Group, LLC | Maclean, Oddy & Associates, Inc. | TX | Independent Agency/Broker | Wholesale | P&C | |
01/10/12 | 2012 | Bolton & Company | Pacific General Insurance Services | CA | Independent Agency/Broker | Retail | Multi Line | |
01/09/12 | 2012 | Ascension Insurance, Inc. | Falcone Williams, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
01/08/12 | 2012 | TrueNorth Companies LLC | Employer Planning Services | TX | Independent Agency/Broker | Retail | P&C | |
01/05/12 | 2012 | Ryan Specialty Group, LLC | Global Special Risks, LLC | LA | Independent Agency/Broker | Wholesale | P&C | |
01/04/12 | 2012 | Arthur J. Gallagher & Co. | DeHart Benefit Solutions | IN | Public Broker | Retail | EB & Consulting | |
01/04/12 | 2012 | AssuredPartners, Inc. | Berryman Insurance Agency, Inc. | KY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
01/04/12 | 2012 | Cooper Gay Swett & Crawford Limited | Aviation Based Coverage | MO | Independent Agency/Broker | Wholesale | P&C | |
01/03/12 | 2012 | AmTrust Financial Services, Inc. | Builders & Tradesmen's Insurance Services, Inc. | CA | Insurance Company | Wholesale | P&C | |
01/03/12 | 2012 | NFP Corp. | AGS Benefits Group, LLC | NY | Public Broker | Retail | EB & Consulting | |
01/01/12 | 2012 | Arthur J. Gallagher & Co. | EWI Re, Inc. | TX | Public Broker | MGA | P&C | |
01/01/12 | 2012 | AssuredPartners, Inc. | Pell & Associates | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
01/01/12 | 2012 | CBIZ, Inc. | Meridian Insurance Group, LLC | FL | Public Broker | Retail | Multi Line | |
01/01/12 | 2012 | Insurance Associates, Inc. | Martel Surety Associates | MD | Independent Agency/Broker | Retail | P&C | |
01/01/12 | 2012 | Private Investor - Joe Plaetz | Kramer Insurance Agency | MN | Other Buyer | Retail | Multi Line | |
01/01/12 | 2012 | Undisclosed buyer | First United Insurance Group, LLC | MD | Other Buyer | Retail | Multi Line | |
01/01/12 | 2012 | Veracity Insurance Solutions, LLC | Stratus Insurance Services, Inc. | UT | Independent Agency/Broker | Retail | P&C | |
12/31/11 | 2011 | Confie Seguros Insurance Services | Rainier Insurance, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
12/31/11 | 2011 | Hub International Limited | Associated Independent Agencies, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
12/31/11 | 2011 | Hub International Limited | FAS-EBA, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
12/31/11 | 2011 | Hub International Limited | Patrion Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
12/31/11 | 2011 | Risk Strategies Company, LLC | UPA Insurance Brokers, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
12/30/11 | 2011 | Digital Insurance, Inc. | Strategic Employee Benefit Services of Virginia, L.C. | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
12/30/11 | 2011 | Gowrie Holdings, Inc. | WI Holdings, LLC | RI | Independent Agency/Broker | Retail | P&C | |
12/28/11 | 2011 | CBIZ, Inc. | Advantage Benefit Planning | NJ | Public Broker | Retail | EB & Consulting | |
12/23/11 | 2011 | Bollinger, Inc. | Argent Professional Insurance Agency, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
12/23/11 | 2011 | Confie Seguros Insurance Services | Innovative Aftermarket Systems L.P. | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
12/22/11 | 2011 | Hylant Group, Inc. | International Captive Alliance Group, LLC | CT | Independent Agency/Broker | Retail | P&C | |
12/21/11 | 2011 | Murray Insurance Associates, Inc. | Securus Group, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
12/21/11 | 2011 | Texas Dow Employees Credit Union | Associated Insurance Advisors I, LLC | TX | Other Buyer | Retail | P&C | |
12/16/11 | 2011 | Arthur J. Gallagher & Co. | Kahl Insurance Services, LLC | CO | Public Broker | Retail | P&C | |
12/16/11 | 2011 | AssuredPartners, Inc. | Herbert L. Jamison & Co., LLC | NJ | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
12/15/11 | 2011 | Brown & Brown, Inc. | Arrowhead General Insurance Agency Superholding Corporation | Public Broker | Wholesale | P&C | ||
12/12/11 | 2011 | Cullen/Frost Bankers, Inc. | Stone Partners, Inc. | TX | Bank or Thrift | Retail | EB & Consulting | |
12/12/11 | 2011 | Digital Insurance, Inc. | KelloggSmith, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
12/12/11 | 2011 | USI Holdings Corporation | Bluff Head Enterprises, Inc. | RI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
12/09/11 | 2011 | Old National Bancorp | Gettings Reed Financial Services, LLC (EB book of business) | Bank or Thrift | Retail | EB & Consulting | ||
12/08/11 | 2011 | Arthur J. Gallagher & Co. | Transwestern General Agency, Inc. | UT | Public Broker | Wholesale | P&C | |
12/07/11 | 2011 | Markel Corporation | Thompson Insurance Enterprises, LLC | GA | Insurance Company | Wholesale | P&C | |
12/06/11 | 2011 | American Financial Group, Inc. | Employer's Comp Associates, Inc. | TX | Insurance Company | Wholesale | P&C | |
12/06/11 | 2011 | Hub International Limited | A-ccountable Insurance LLC (PL book of business) | MT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
12/06/11 | 2011 | Woodlands Financial Group | Texans CUSO Insurance Group, LLC | TX | Independent Agency/Broker | Wholesale | P&C | |
12/05/11 | 2011 | Hub International Limited | Bay Benefits Group | AL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
12/05/11 | 2011 | Hub International Limited | Voluntary Benefit Solutions LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
12/02/11 | 2011 | Bell-Anderson Agency, Inc. | Cornelius Services, LLC | WA | Independent Agency/Broker | Retail | P&C | |
12/02/11 | 2011 | Hub International Limited | J.N. Morcos Insurance Agency Limited | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
12/01/11 | 2011 | Bollinger, Inc. | ARS-Teare, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
12/01/11 | 2011 | Insurance Partners Agency, Inc. | Hamilton Insurors, Inc. | OH | Independent Agency/Broker | Retail | P&C | |
12/01/11 | 2011 | John M. Glover Agency | John T Ostheimer Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | |
12/01/11 | 2011 | Risk Strategies Company, LLC | Global Insurance Network, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
12/01/11 | 2011 | Strickland Insurance Group, Inc. | Carolina Insurance Service, Inc. | NC | Insurance Company | Wholesale | P&C | |
11/30/11 | 2011 | Confie Seguros Insurance Services | Auto Insurance Discounters, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
11/29/11 | 2011 | KMRD Partners, Inc. | General InsurCorp, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
11/29/11 | 2011 | USI Holdings Corporation | Barros International, Ltd. | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
11/28/11 | 2011 | AssuredPartners, Inc. | SKCG Group, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
11/16/11 | 2011 | Marsh & McLennan Companies, Inc. | Seitlin & Company | FL | Public Broker | Retail | P&C |