Industry Transactions

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
03/02/09200953 Group Holdings, Inc.Harbor Insurance Agency & Florida Consolidated AgencyFLIndependent Agency/BrokerRetailP&C
03/02/092009Brown & Brown, Inc.One Source Insurance, Inc.INPublic BrokerRetailEB & Consulting
03/02/092009LTC Global Solutions, Inc.William L. McAree Insurance Agency, Inc.MAIndependent Agency/BrokerRetailEB & Consulting
03/02/092009Marsh & McLennan Companies, Inc.John B. Collins Associates, Inc.MNPublic BrokerRetailP&C
03/01/092009Cullen/Frost Bankers, Inc.Undisclosed Seller (insurance agency)TXBank or Thrift
03/01/092009INSURICA Insurance Management NetworkRisk Services of Arkansas, LLCARIndependent Agency/BrokerRetailP&C
02/27/092009AA Insurance CenterAssuranceAmerica Corporation (agency book of business)Independent Agency/BrokerWholesaleP&C
02/27/092009Evolution Capital Partners, LLCAccurate Group, LLCNCOther BuyerRetailP&C
02/27/092009Pelican General Agency, Inc.Insurance Network Services, LLCMSIndependent Agency/BrokerWholesaleP&C
02/27/092009Physicians Healthcare Management Group, Inc.Phyhealth Underwriters, Inc.Other BuyerWholesaleP&C
02/27/092009Undisclosed buyerInsuranCenter Corp. of AlpenaMIOther BuyerRetailP&C
02/27/092009Wells Fargo & CompanyBridgeStreet Consulting & Insurance Services, Inc.CABank or ThriftRetailEB & Consulting
02/26/092009AssuranceAmerica CorporationFirst Choice Insurance, LLC (assets)GAInsurance CompanyRetailMulti Line
02/20/092009eHealth, Inc.Health Benefits Direct Corporation (Telesales call center produced agency business)Other BuyerRetailEB & Consulting
02/17/092009Northeast BancorpGoodrich Insurance Associates, Inc.MEBank or ThriftRetailP&C
02/14/092009Undisclosed BuyerWoodard Walker Insurance Agency, Inc.LAOther BuyerRetailP&C
02/13/092009Beazley Group, PlcFirst State Management Group, Inc.MAInsurance CompanyWholesaleP&C
02/11/092009Primary Group, Ltd.Underwriters & Brokers Inc.MIIndependent Agency/BrokerWholesaleP&C
02/10/092009Arthur J. Gallagher & Co.Fidelity Benefits & Insurance ServicesTXPublic BrokerRetailEB & Consulting
01/31/092009Hix Insurance Associates, Inc.Meyers Dining, LLC (PL division)COIndependent Agency/BrokerRetailP&C
01/31/092009Independence Holding CompanyWisconsin Underwriting Associates, LLCWIInsurance CompanyWholesaleEB & Consulting
01/31/092009Southeastern U.S. Insurance, Inc.Employers WorkComp, LP (selected assets & liabilities)Insurance CompanyWholesaleP&C
01/30/092009EPIC (Edgewood Partners Insurance Center)VRT Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
01/29/092009Diablo Valley Insurance Agency, Inc.Gingrich Insurance Brokers, Inc.CAIndependent Agency/BrokerRetailP&C
01/29/092009Eastern Bank CorporationRosemary Walker Insurance Agency, Inc.MABank or ThriftRetailP&C
01/29/092009Warranty Title Agency LLCAttorneys Title Agency LLCIndependent Agency/BrokerRetailP&C
01/22/092009Hub International LimitedLiberty Mutual Holding Company Inc. (renewal rights)Independent Agency/Broker- Private Capital BackedRetailP&C
01/22/092009UMB Financial CorporationE.G. Lee & Company Insurance Services, Inc. (health spending accounts/(HSA/MSA))Bank or ThriftRetailEB & Consulting
01/22/092009USI Holdings CorporationLiberty Mutual Holding Company Inc. (renewal rights of northeastern middle market P&C business)Independent Agency/Broker- Private Capital BackedRetailP&C
01/21/092009Arthur J. Gallagher & Co.Liberty Mutual Holding Company Inc. (renewal rights)Public BrokerRetailP&C
01/21/092009Mitsubishi UFJ Financial Group, Inc.Colt Park Agency, Inc.MIBank or ThriftRetailP&C
01/20/092009Citadel Reinsurance Company LimitedArthur J. Gallagher & Co. (reinsurance run-off business)Insurance CompanyRetailP&C
01/16/092009Ascension Insurance, Inc.Dennis Bartlett AgencyFLIndependent Agency/Broker- Private Capital BackedRetailP&C
01/16/092009Bradley & Parker, Inc.Profile Coverage Corp.NYIndependent Agency/BrokerRetailP&C
01/14/092009Higginbotham & Associates, Inc.Sun Belt Insurance and Associates, Inc.TXIndependent Agency/BrokerRetailP&C
01/12/092009Glatfelter Insurance GroupProfessional UnderwritersPAIndependent Agency/BrokerWholesaleP&C
01/08/092009Investor groupPenn Millers Mutual Holding Co. (assets of Eastern Insurance Group Inc.)PAOther BuyerRetailP&C
01/08/092009KPD Insurance, Inc.Jones, Kendall & Sauer, Inc.ORIndependent Agency/BrokerRetailP&C
01/07/092009Bearence Management GroupT. C. Field & CompanyMNIndependent Agency/BrokerRetailP&C
01/05/092009Monarch Insurance Services, Inc.Bishop Insurance Agency of Hawaii Inc.HIIndependent Agency/BrokerRetailMulti Line
01/02/092009Ash Financial Holdings Group, Inc.Delta Financial Associates, Inc.NJIndependent Agency/BrokerWholesaleEB & Consulting
01/02/092009Brown & Brown, Inc.Preferred Insurance Services, L.L.C.CTPublic BrokerRetailP&C
01/01/092009Arthur J. Gallagher & Co.PartnerSource, Inc.TXPublic BrokerRetailP&C
01/01/092009York International Agency, LLCSequoia Financial Partners, LLCNYIndependent Agency/BrokerRetailEB & Consulting
12/31/082008ACNB CorporationMarks Insurance & AssociatesMDBank or ThriftRetailP&C
12/31/082008Atlantic Risk Specialists, Inc.Metro Insurance Services, Inc.NJIndependent Agency/BrokerWholesaleP&C
12/31/082008Brower Insurance Agency, LLCConsolidated Insurance Agency, Inc.OHIndependent Agency/BrokerRetailP&C
12/31/082008Brown & Brown, Inc.Baker, Thomsen Associates Insurance Services, Inc.CAPublic BrokerRetailEB & Consulting
12/31/082008Brown & Brown, Inc.Gallagher Associates, Inc.NJPublic BrokerRetailP&C
12/31/082008City Holding CompanyPatton Insurance AgencyWVBank or ThriftRetailP&C
12/31/082008Clear Choice Health Plans, Inc.Trusteed Plans Service CorporationWAInsurance CompanyRetailEB & Consulting
12/31/082008FCCI Mutual Insurance Holding CompanyMississippi Insurance Managers, Inc.MSInsurance CompanyRetailP&C
12/31/082008First American CorporationUndisclosed Seller (two title insurance businesses)Insurance CompanyRetailP&C
12/31/082008HCC Insurance Holdings, Inc.Virtual MGU , Inc.MAInsurance CompanyWholesaleP&C
12/31/082008Horst Group, Inc.Insurance Masters of Lancaster, Ltd.PAOther BuyerRetailP&C
12/31/082008Hub International LimitedGemini Group, Inc.COIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/31/082008IN Title CompanyIndiana Title Insurance CompanyINOther BuyerRetailP&C
12/31/082008JLT Insurance Agency Holdings, Inc.Guaranty Insurance Services Inc.TXIndependent Agency/BrokerRetailP&C
12/31/082008QBE Insurance Group LimitedBurnett Holdings, Inc.LAInsurance Company
12/31/082008Undisclosed buyerInsurance Wholesalers Insurance Services, Inc.Other Buyer
12/30/082008Starkweather & Shepley Insurance Brokerage, Inc.Preston Agency, Inc.RIIndependent Agency/BrokerRetailP&C
12/29/082008Hartland Mutual Insurance CompanyA & M Insurance Agency, Inc.NDInsurance CompanyRetailP&C
12/29/082008Univest Corporation of PennsylvaniaLiberty Benefits, Inc.PABank or ThriftRetailEB & Consulting
12/23/082008Bollinger, Inc.Allied Insurance ServicesNJIndependent Agency/Broker- Private Capital BackedRetailP&C
12/22/082008Brown & Brown, Inc.Insurance 1, Inc.LAPublic BrokerRetailP&C
12/19/082008Bankers Insurance, LLCHutton Vincent Williamson McLean Insurance GroupNCIndependent Agency/BrokerRetailP&C
12/19/082008BB&T CorporationTAPCO Underwriters, Inc.NCBank or ThriftWholesaleP&C
12/19/082008William J. Kamm & Sons, Inc.Myers-Briggs and Co., Inc.ILIndependent Agency/BrokerRetailP&C
12/18/082008BB&T CorporationJ. Rolfe Davis Insurance Agency, Inc.FLBank or ThriftRetailP&C
12/17/082008Brown & Brown, Inc.Alexander & Bolton, Inc.LAPublic BrokerRetailP&C
12/17/082008James C. Jenkins Insurance Services, Inc.Athens Benefits Insurance Services, Inc.CAIndependent Agency/BrokerRetailEB & Consulting
12/17/082008Leavitt Group Enterprises, Inc.James C. Jenkins Insurance Services, Inc.CAIndependent Agency/BrokerRetailP&C
12/16/082008American Pinnacle Partners Inc.Consolidated Special Risk Managers Inc.CAIndependent Agency/BrokerWholesaleP&C
12/16/082008Brown & Brown, Inc.Charter Insurance Services, Inc.NMPublic BrokerRetailP&C
12/16/082008First Community Bancshares, Inc.Carr & Hyde Insurance, Inc.VABank or ThriftRetailP&C
12/16/082008OnPoint Underwriting, Inc.Commercial Insurance Services, Inc.COIndependent Agency/BrokerWholesaleP&C
12/16/082008Rockwood Programs, Inc.Modern Insurance Consultants, Inc.FLIndependent Agency/BrokerRetailP&C
12/15/082008Beecher Carlson Holdings Inc.Sage Insurance GroupORIndependent Agency/BrokerRetailP&C
12/15/082008Brown & Brown, Inc.R.E. Sutton & Associates, LLC.INPublic BrokerRetailEB & Consulting
12/15/082008ProAssurance CorporationMid-Continent General Agency, Inc.TXInsurance CompanyWholesaleP&C
12/12/082008EPIC (Edgewood Partners Insurance Center)Complete Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/11/082008Venbrook Group, LLCBrown & Brown, Inc. (Ocean Marine book of business)Independent Agency/BrokerRetailP&C
12/08/082008Apex Global Partners, Inc.Brooks Bittner and AssociatesTXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/08/082008Brown & Brown, Inc.Stewart & Tunno Insurance Agency, Inc.ORPublic BrokerRetailP&C
12/08/082008CNA Financial CorporationScarboroughILInsurance CompanyWholesaleP&C
12/04/082008International Bancshares CorporationInsCorp, Inc.TXBank or ThriftRetailP&C
12/03/082008Bollinger, Inc.BK International Insurance Brokers, Ltd.CTIndependent Agency/Broker- Private Capital BackedRetailP&C
12/02/082008Jimcor AgenciesZaloom Associates, Inc.NJIndependent Agency/BrokerWholesaleP&C
12/01/082008Arthur J. Gallagher & Co.Stanton Group LLCMNPublic BrokerRetailP&C
12/01/082008Arthur J. Gallagher & Co.Treiber Group/Treiber AgencyNYPublic BrokerRetailP&C
12/01/082008First Community Bancshares, Inc.Brokerage East, Inc.NCBank or ThriftRetailMulti Line
12/01/082008HCC Insurance Holdings, Inc.Arrowhead Public RiskVAInsurance CompanyWholesaleP&C
12/01/082008Kinderhook Bank CorporationKleeber Agency, Inc.NYBank or ThriftRetailP&C
12/01/082008National Penn Bancshares, Inc.Carl A. Curcio & Associates, Inc.PABank or ThriftRetailEB & Consulting
12/01/082008National Penn Bancshares, Inc.Johnson & Muir, Inc.PABank or ThriftRetailEB & Consulting
12/01/082008Two Rivers Financial Group, Inc.Ruhl & Ruhl, Inc.IABank or Thrift
11/30/082008Bollinger, Inc.Gorga Agency, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
11/21/082008MidWestOne Financial Group, Inc.Butler-Brown InsuranceIABank or ThriftRetailP&C
11/18/082008Ascension Insurance, Inc.First Charter Insurance Services, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailP&C
11/17/082008Brown & Brown, Inc.Conner Strong Companies, Inc. (small business insurance unit)Public BrokerRetailP&C
11/15/082008Arthur J. Gallagher & Co.HR Group, LLCTNPublic BrokerRetailEB & Consulting
11/14/082008Wells Fargo & CompanyDoeren Mayhew Risk Management, LLCMIBank or ThriftRetailP&C
11/13/082008Arthur J. Gallagher & Co.Uintah Basin Insurance Agency, Inc.UTPublic BrokerRetailEB & Consulting
11/13/082008Brown & Brown, Inc.Agency Associates, Inc.INPublic BrokerRetailP&C
11/11/082008AmeriLife Group, L.L.C.Network Insurance Senior Health Division, Inc.FLIndependent Agency/BrokerRetailEB & Consulting
11/06/082008Hub International LimitedM&L Insurance Services CorporationCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
11/05/082008Brown & Brown, Inc.Health Insurance Exchange Inc.WAPublic BrokerRetailEB & Consulting
11/01/082008Arthur J. Gallagher & Co.Continental Special Risks Inc.GAPublic BrokerWholesaleP&C
11/01/082008Celedinas Insurance GroupClaude D. Reese Agency, Inc.FLIndependent Agency/BrokerRetailMulti Line
11/01/082008HCC Insurance Holdings, Inc.Cox Insurance GroupINInsurance CompanyWholesaleEB & Consulting
11/01/082008QBE Insurance Group LimitedCommunity Association Underwriters of America, Inc.PAInsurance Company
10/31/082008ACNB CorporationAssociated Insurance Offices, Inc.MDBank or ThriftRetailP&C
10/31/082008Arthur J. Gallagher & Co.Roberts & Roberts Insurance Service, Inc.NCPublic BrokerRetailP&C
10/31/082008Baldwin & Lyons, Inc.Transportation Specialty Insurance Agency, Inc.OHInsurance CompanyRetailP&C
10/31/082008Maiden Holdings, Ltd.GMAC RE, LLC.NJInsurance CompanyWholesaleP&C
10/31/082008Undisclosed buyerAngel of Shavano Title & Escrow, Inc.COOther BuyerRetailP&C
10/28/082008Appalachian Underwriters Inc.MSC Insurance Agency of Tennessee LLC (Bus Ins Center assets)Independent Agency/BrokerWholesaleP&C
10/22/082008Bollinger, Inc.MPPI Insurance ServicesNJIndependent Agency/Broker- Private Capital BackedRetailP&C
10/13/082008Brown & Brown, Inc.Al Phillips Insurance Agency, Inc.TNPublic BrokerRetailP&C
10/13/082008Wells Fargo & CompanyEMAR Group, IncNJBank or ThriftRetailP&C
10/10/082008Mercury General CorporationAIS Management CorporationInsurance CompanyRetailP&C
10/01/082008Arthur J. Gallagher & Co.Fuller & O'Brien, Inc.NYPublic BrokerRetailP&C
10/01/082008Confie Seguros Insurance ServicesAlamo Auto InsuranceTXIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/082008First Community Bancshares, Inc.Main Insurance AgencyNCBank or ThriftRetailMulti Line
10/01/082008HCC Insurance Holdings, Inc.U.S. Risk Insurance Group, Inc. (Criminal Justice division)AZInsurance CompanyWholesaleP&C
09/30/082008Stone Point Capital LLCWestwood Insurance AgencyCAOther BuyerRetailP&C
09/24/082008Apex Global Partners, Inc.Global Benefit Solutions, Inc.TXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/24/082008Confie Seguros Insurance ServicesWest Coast Auto Insurance ServicesCAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/23/082008Business BenefitsHammerlein Garner Insurance Agency, LLCKYIndependent Agency/BrokerRetailP&C
09/12/082008Hub International LimitedPickett & Adams Insurance Agency, Inc.ALIndependent Agency/Broker- Private Capital BackedRetailP&C
09/11/082008Prudential Financial, Inc.MullinTBG Insurance Agency Services, LLCCAInsurance CompanyRetailEB & Consulting
09/11/082008Wells Fargo & CompanyHerder - Tarricone AssociatesNJBank or ThriftRetailP&C
09/09/082008Hub International LimitedFredricksen Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
09/09/082008Wells Fargo & CompanyProfessional Benefits Associates, LLCNCBank or ThriftRetailEB & Consulting
09/08/082008Argo Group International Holdings, Ltd.Insight Insurance Services, Inc.ILInsurance CompanyWholesaleP&C
09/08/082008Comegys Insurance Agency, Inc.Jakhotia Insurance GroupFLIndependent Agency/BrokerRetailP&C
09/05/082008LTC Global Solutions, Inc.United Insurance Group Agency, Inc.MIIndependent Agency/BrokerRetailEB & Consulting
09/04/082008Hub International LimitedArnold & Associates, Inc.AZIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/03/082008Wells Fargo & CompanyChar Clark & Associates, Inc.WABank or ThriftRetailEB & Consulting
09/02/082008BB&T CorporationSouthern Risk Operations, L.L.C.SCBank or ThriftWholesaleP&C
09/01/082008Arthur J. Gallagher & Co.California Insurance Center, Inc.CAPublic BrokerRetailP&C
09/01/082008Arthur J. Gallagher & Co.Olney Associates Inc.MAPublic BrokerRetailEB & Consulting
09/01/082008Arthur J. Gallagher & Co.Summit Insurance GroupTXPublic BrokerRetailEB & Consulting
09/01/082008BB&T CorporationCommercial Title Group, Inc.VABank or ThriftRetailP&C
09/01/082008Hilb Rogal & Hobbs CompanyG.A. Pearson and Associates Insurance Brokers, Inc.CAPublic BrokerRetailP&C
09/01/082008VIST Financial Corp.Fisher Benefits ConsultingPABank or ThriftRetailEB & Consulting
08/31/082008Evans Bancorp, Inc.Fitzgerald Insurance AgencyNYBank or ThriftRetailP&C
08/31/082008Higginbotham & Associates, Inc.Madison Benefits Group, Inc.TXIndependent Agency/BrokerRetailEB & Consulting
08/31/082008Investor groupHayward Brown - Flagler, Inc.FLOther Buyer
08/29/082008Arthur J. Gallagher & Co.Private Investor - Christopher M. Miller (Gallagher Healthcare Insurance Services of Kansas City, LLC)MOPublic BrokerRetailP&C
08/29/082008Hallmark Financial Services, Inc.Heath GroupNJInsurance CompanyWholesaleP&C
08/29/082008National Penn Bancshares, Inc.Badger Financial ConsultantsPABank or Thrift
08/29/082008Odyssey Re Holdings Corp.CropUSA Insurance Agency, Inc.IDInsurance CompanyWholesaleP&C
08/22/082008ClearBenefits, Inc.BISNet, Inc.CAOther BuyerRetailEB & Consulting
08/22/082008Donegal Mutual Insurance CompanyConestoga Financial CorporationPAInsurance CompanyWholesaleP&C
08/18/082008Brown & Brown, Inc.Advanced Insurance Concepts, Inc.PAPublic BrokerWholesaleEB & Consulting
08/18/082008Pentegra Retirement ServicesRSG Insurance Agency, Inc.NYOther BuyerRetailEB & Consulting
08/15/082008Cherry Creek Insurance Agency, Inc.Hanes Hathaway IncMTIndependent Agency/BrokerRetailP&C
08/12/082008Brown & Brown, Inc.Reed Brothers Insurance Group, Inc.KYPublic BrokerRetailP&C
08/12/082008Wells Fargo & CompanyMartin Financial/ Insurance ServicesCABank or ThriftRetailEB & Consulting
08/08/082008Brown & Brown, Inc.Burt & Associates Benefit Planning, Inc.INPublic BrokerRetailEB & Consulting
08/05/082008Fidelity National Financial, Inc.Mercury Companies Inc. (Colorado title insurance operations)COInsurance CompanyRetailP&C
08/05/082008National Investment Managers, Inc.Retirement & Employee Benefit Services Inc.CTOther Buyer
08/01/082008Apex Global Partners, Inc.Benefit Partners, Inc.TXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
08/01/082008Arthur J. Gallagher & Co.Wm. W. George & Associates, Inc.TXPublic BrokerRetailP&C
08/01/082008Brown & Brown, Inc.Fullerton & Company, Inc.ORPublic BrokerRetailP&C
08/01/082008Eastern Bank CorporationKittredge Insurance Agency, Inc.MABank or ThriftRetailP&C
08/01/082008ISU Insurance Services of San Francisco, Inc.Fourth Street Park, Inc.CAIndependent Agency/Broker
08/01/082008John O. Bronson Co.Lauer Benefits GroupCAIndependent Agency/Broker
08/01/082008Liberty Company Insurance BrokersISU Marble Insurance AgencyCAIndependent Agency/Broker
08/01/082008Risk Strategies Company, LLCBlaich Associates, Inc.NYIndependent Agency/BrokerRetailP&C
07/31/082008Assurant, Inc.Signal Holdings, LLCPAInsurance CompanyRetailP&C
07/31/082008Brown & Brown, Inc.Great Lakes Risk Management, Inc.OHPublic BrokerRetailEB & Consulting
07/31/082008First Community Bancshares, Inc.REL Insurance Services, Inc.NCBank or ThriftRetailMulti Line
07/30/082008BB&T CorporationPuckett Scheetz & Hogan Insurance Agency, Inc.SCBank or ThriftRetailP&C
07/30/082008White Mountains Insurance Group, Ltd.Answer Financial Inc.CAInsurance CompanyRetailP&C
07/24/082008Gunn Mowery, LLCCommunity Banks Insurance Services, LLCPAIndependent Agency/BrokerRetailP&C
07/23/082008H.I.G. Capital LLCAmerisourceBergen Corporation (PMSI)FLOther BuyerRetailP&C
07/17/082008Global Risk Holdings, LLCExpress Personnel Services, Inc. (Tallahassee divisional assets)FLOther BuyerRetailP&C
07/16/082008Keenan and AssociatesWalker & AssociatesCAIndependent Agency/BrokerRetailP&C
07/15/082008Alternative Service Concepts, LLCExpress Personnel Services, Inc. (book of business)Independent Agency/BrokerWholesaleMulti Line
07/14/082008Golden Gate CapitalNational Warranty CorporationOROther BuyerRetailP&C
07/11/082008SeaBright Insurance Holdings, Inc.Black/White Group (3 entities)Insurance CompanyWholesaleP&C
07/08/082008Warner Pacific Insurance Services Inc.WellPoint, Inc. (non-WellPoint carrier contracts)Independent Agency/BrokerWholesaleEB & Consulting
07/08/082008Wells Fargo & CompanyAmerican Med-Scan, Inc.INBank or ThriftRetailEB & Consulting
07/07/082008Hub International LimitedUnited Benefit Consulting, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
07/03/082008NBT Bancorp Inc.Mang Insurance Agency LLCNYBank or ThriftRetailP&C
07/02/082008Beacon BancorpFarrell Backlund Insurance Agency, LLCMABank or ThriftRetailP&C
07/02/082008BenefitMallBenefitPort SouthwestTXIndependent Agency/BrokerWholesaleEB & Consulting
07/01/082008Arrow Financial CorporationU.S. Benefits, Inc. (operating assets)NYBank or ThriftRetailEB & Consulting
07/01/082008Arthur J. Gallagher & Co.Gale Smith & Co.TNPublic BrokerRetailP&C
07/01/082008Assurance Investment PartnersArison Insurance Services, Inc.KYIndependent Agency/BrokerRetailEB & Consulting
07/01/082008Brown & Brown, Inc.Taylor Benefit Services Inc.GAPublic BrokerRetailP&C
07/01/082008Cullen/Frost Bankers, Inc.Seeberger Insurance Associates, Inc.TXBank or ThriftRetailEB & Consulting
07/01/082008Dacotah Banks, Inc.Wingert Insurance AgencySDBank or ThriftRetailEB & Consulting
07/01/082008Golden Gate CapitalPayment Insured Plan, Inc.OROther BuyerRetailP&C
07/01/082008LTC Global Solutions, Inc.American Insurance Agency, Inc.TNIndependent Agency/BrokerRetailEB & Consulting
07/01/082008Peel & Holland Financial GroupMcNutt Insurance Inc.KYIndependent Agency/Broker
07/01/082008Peninsula General Insurance AgencyLiberty Company Insurance Brokers (assets of Los Angeles, CA location)CAIndependent Agency/Broker
07/01/082008Pinnacle Financial Partners, Inc.Beach & Gentry Insurance Agency, LLCTNBank or ThriftRetailP&C