Industry Transactions

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

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

All transactions listed are announced deals involving public companies, private equity backed brokers, private companies, banks, InsurTech companies (2017-2018 only) as well as others including private equity groups, underwriters, specialty lenders, etc. All targets are U.S. only. This data displays a snapshot at a particular point in time and has not been updated to reflect subsequent changes in prior years, if any. MarshBerry estimates that only 50 – 60% of all transactions are actually made public. Past performance is not necessarily indicative of future results. Data reported YTD as of 4/30/2024.

Source: S&P Global Market Intelligence, Insurance Journal, and other publicly available sources

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Announced DateDeal YearBuyerSellerSeller LocationBuyer TypeSeller TypeSeller Line of BusinessPress Release
12/27/212021Element Risk ManagementRoss Insurance Agency LLCPAIndependent Agency/BrokerRetailP&C
12/23/212021ALKEME Holdings CorporationUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/23/212021Arthur J. Gallagher & Co.Five Points Benefits Solutions, LLCTNPublic BrokerRetailEB & Consulting
12/23/212021King Insurance Agency, Inc.Piedmont Insurance Associates, Inc.GAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/21/212021Acrisure, LLCManaging General Agency and Third-Party Administrator operations of SUNZ InsuranFLIndependent Agency/Broker- Private Capital BackedMGAP&C
12/21/212021King Insurance Agency, Inc.AGM Insurance Agency, Inc./Fordham Insurance AgencyFLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/20/212021Arthur J. Gallagher & Co.Bradawn Insurance Services Inc.CAPublic BrokerRetailEB & Consulting
12/20/212021AssuredPartners, Inc.Medallion Wealth Management, Inc.PAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/20/212021Keystone Agency Investors LLCCertain assetsPAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/17/212021Hub International LimitedDevon Title AgencyMIIndependent Agency/Broker- Private Capital BackedRetailP&C
12/17/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Captive Insurance ManagementSCIndependent Agency/Broker- Private Capital BackedRetailP&C
12/16/212021Hub International LimitedAssets of JP Griffin Companies, LLCAZIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/15/212021Arthur J. Gallagher & Co.Tave Risk Management LLCILPublic BrokerRetailP&C
12/15/212021Inszone Insurance Services, Inc.Lamb, Little & Co., Inc.ILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/15/212021Marine Agency CorporationAffordable Insurance Network Of Delaware Inc.DEIndependent Agency/BrokerRetailP&C
12/15/212021Patriot Growth Insurance Services, LLCThe Safegard Group, Inc.PAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/14/212021Arthur J. Gallagher & Co.Richied & Associates, IncNVPublic BrokerRetailP&C
12/14/212021Brown & Brown, Inc.Rainmaker Advisory, LLCCAPublic BrokerRetailP&C
12/14/212021High Street Insurance Partners, LLCUndisclosed Insurance AgencyMIIndependent Agency/Broker- Private Capital BackedRetailP&C
12/13/212021AssuredPartners, Inc.American Risk Services, LLCOHIndependent Agency/Broker- Private Capital BackedRetailP&C
12/13/212021Brown & Brown, Inc.Corporate Insurance Advisors, L.L.C.FLPublic BrokerRetailMulti Line
12/13/212021Brown & Brown, Inc.Dealer Admin. Services, Inc.MNPublic BrokerRetailP&C
12/13/212021Growthcurve Capital LPBrightway Insurance, Inc.FLOther BuyerRetailP&C
12/13/212021High Street Insurance Partners, LLCGTA Insurance GroupNEIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/13/212021Hub International LimitedBasi Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/13/212021Inszone Insurance Services, Inc.Undisclosed Insurance AgencyILIndependent Agency/Broker- Private Capital BackedRetailP&C
12/13/212021Ryan Specialty Group, LLCKeystone Risk Partners, LLCPAPublic BrokerMGAP&C
12/10/212021Arthur J. Gallagher & Co.Robbi Davis Agency, Inc.ARPublic BrokerRetailEB & ConsultingDownload
12/10/212021Hub International LimitedAssets of Benefit Partners Group, LLCILIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/10/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyMAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/09/212021Hub International LimitedGold Sky Benefits, LLCNYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/09/212021Silver Lake Management, LLCIntegrity Marketing Group, LLCTXOther BuyerWholesaleP&C
12/08/212021Hub International LimitedAssets of Gregory Benefits & Consulting LLCLAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/08/212021Liberty Company Insurance BrokersInnovative Solutions Insurance ServicesCAIndependent Agency/BrokerMGAP&C
12/07/212021Baldwin Risk PartnersArcana Insurance Services, LPTXPublic BrokerMGAP&C
12/07/212021BroadStreet Partners, Inc.Undisclosed insurance agencyMAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/07/212021Risk Strategies Company, LLCMeeker Sharkey Associates, LLCNJIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/06/212021Oakbridge Insurance Agency LLCPittman Insurance Group LLCNCIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/05/212021Keystone Agency Investors LLCThe Palabe Group, Inc.ILIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/03/212021Hub International LimitedAssets Of SGY, Inc.AKIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/02/212021Hub International LimitedAssets of Catto & CattoTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021Acentria InsuranceUndisclosed insurance agencyFLIndependent Agency/BrokerRetailP&C
12/01/212021Acrisure, LLCUndisclosed insurance agencyTNIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Acrisure, LLCUndisclosed insurance agencyFLIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Acrisure, LLCUndisclosed insurance agencyFLIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Acrisure, LLCUndisclosed insurance agencyIDIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Acrisure, LLCUndisclosed insurance agencyNCIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Acrisure, LLCUndisclosed insurance agencyIDIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Acrisure, LLCUndisclosed insurance agencyIDIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Acrisure, LLCUndisclosed insurance agencyILIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Acrisure, LLCUndisclosed insurance agencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Acrisure, LLCUndisclosed insurance agencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Acrisure, LLCUndisclosed insurance agencyNYIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Acrisure, LLCUndisclosed insurance agencyMAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Alera Group, Inc.Ashbrook-Clevidence. Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021Alera Group, Inc.Benefit Design Specialists, Inc.PAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/01/212021Alera Group, Inc.Clevidence Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Alera Group, Inc.D.B.L. Center LTD.NYIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
12/01/212021Alera Group, Inc.Erich Courant & Company Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Alera Group, Inc.Heritage-RM, LLCTXIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Alera Group, Inc.Simkiss & BlockPAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021Alera Group, Inc.Thomas H. Heist Insurance Agency, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Alera Group, Inc.Undisclosed insurance brokerage agencyIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Alera Group, Inc.Worksite Wellness Company, LLCCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/01/212021AssuredPartners, Inc.Euclid Insurance Services, Inc.ILIndependent Agency/Broker- Private Capital BackedMGAP&C
12/01/212021AssuredPartners, Inc.Pierce Group Benefits, LLCNCIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/01/212021BroadStreet Partners, Inc.Certain insurance assetsALIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Choice Insurance Agency LLCBernier Insurance AgencyNHIndependent Agency/BrokerRetailMulti Line
12/01/212021Flexpoint Ford, LLCVale Insurance PartnersNYOther BuyerMGAP&C
12/01/212021High Street Insurance Partners, LLCFieldstone Insurance Group, LLCNJIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021High Street Insurance Partners, LLCMaritime Insurance International, Inc.SCIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021High Street Insurance Partners, LLCSoutheastern Agency Group, Inc.SCIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021Hub International LimitedAnderson & Murison, Inc.CAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
12/01/212021Hub International LimitedCameron Investment Company IncTXIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Inszone Insurance Services, Inc.Ciardella Insurance Services, IncCAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Inszone Insurance Services, Inc.Morrison Insurance Associates IncCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021Keystone Agency Investors LLCAssets of Bullis & Sundberg L.L.C.ILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021Marsh & McLennan Companies, Inc.Insource Insurance Group, LLCTXPublic BrokerRetailMulti Line
12/01/212021McGowan CompaniesAssets of Cameron M. Wilson & Associates, Inc.MIIndependent Agency/BrokerMGAP&C
12/01/212021NavSav InsuranceA To Z Insurance Solutions, Inc.FLIndependent Agency/BrokerRetailP&C
12/01/212021NavSav InsuranceExpress 1 Auto Insurance LLCDEIndependent Agency/BrokerRetailP&C
12/01/212021Oakbridge Insurance Agency LLCMcNeal, Sports & Wilson Risk AdvisersGAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021Peter C. Foy & Associates Insurance Services, LLCCorrigan Enterprise, LLCVAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Peter C. Foy & Associates Insurance Services, LLCDaniel Corrigan InsuranceMDIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Peter C. Foy & Associates Insurance Services, LLCMBN Associates, IncMDIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Peter C. Foy & Associates Insurance Services, LLCPamela Stern & Associates, LLCPAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Peter C. Foy & Associates Insurance Services, LLCR. A. Belter Insurance Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Peter C. Foy & Associates Insurance Services, LLCSimplify Insurance LLCUTIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed insurance brokerage companyIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Peter C. Foy & Associates Insurance Services, LLCYoung Insurance & Financial, Inc.MDIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021Relation Insurance, Inc.Allen Insurance Group, Inc.GAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021Relation Insurance, Inc.Kamm Insurance Group, Inc.ILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021Relation Insurance, Inc.Wilson R. Davenport & Associates, LLCTXIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Relation Insurance, Inc.Woller-Anger & Company, LLCWIIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021Risk Strategies Company, LLCBurke Insurance Group, LLCNMIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Risk Strategies Company, LLCJoyce Insurance GroupPAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021Risk Strategies Company, LLCLovell Insurance GroupMOIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Risk Strategies Company, LLCProfessional Risk SolutionsNJIndependent Agency/Broker- Private Capital BackedWholesaleP&C
12/01/212021Risk Strategies Company, LLCUndisclosed Insurance AgencyFLIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Ryan Specialty Group, LLCCrouse & Associates Insurance CompanyCAPublic BrokerWholesaleP&C
12/01/212021Scali Insurance Group, LLCS & W Agency Inc.NYIndependent Agency/BrokerRetailEB & Consulting
12/01/212021The Hilb Group, LLCPSA Insurance & Financial Services, LLCMDIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021The Hilb Group, LLCThe Charles J. Newman Co. LLCNYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/01/212021The Hilb Group, LLCUndisclosed insurance agencyPAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021Univest Corporation of PennsylvaniaPaul I. Sheaffer Insurance, Inc.PAOther BuyerRetailP&C
12/01/212021Venbrook Group, LLCInterContinental Insurance BrokersMAIndependent Agency/BrokerMGAP&C
12/01/212021World Insurance Associates, LLCE & K Agency, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/01/212021World Insurance Associates, LLCProfessional Liability Agency, IncPAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/212021World Insurance Associates, LLCUndisclosed insurance brokerage agencyIndependent Agency/Broker- Private Capital BackedRetailP&C
11/30/212021Acrisure, LLCUndisclosed insurance agencyMAIndependent Agency/Broker- Private Capital BackedRetailP&C
11/30/212021Choice Insurance Agency LLCAshley & Associates Insurance Agency, Inc.VAIndependent Agency/BrokerRetailMulti Line
11/30/212021Foundation Risk Partners, Corp.Undisclosed Insurance AgencyMDIndependent Agency/Broker- Private Capital BackedRetailP&C
11/30/212021High Street Insurance Partners, LLCBrewer Insurance Group, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailP&C
11/30/212021High Street Insurance Partners, LLCJackson Insurance Group, Inc.ILIndependent Agency/Broker- Private Capital BackedRetailP&C
11/30/212021High Street Insurance Partners, LLCKane Insurance LLCNHIndependent Agency/Broker- Private Capital BackedRetailP&C
11/30/212021High Street Insurance Partners, LLCUndisclosed 27 Former Nationwide Exclusive AgenciesIndependent Agency/Broker- Private Capital BackedRetailP&C
11/30/212021Hub International LimitedUndisclosed insurance agencyRIIndependent Agency/Broker- Private Capital BackedRetailP&C
11/30/212021Inszone Insurance Services, Inc.Cardenas Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
11/30/212021Liberty Company Insurance BrokersD.E.P. Insurance ServicesCAIndependent Agency/BrokerRetailP&C
11/30/212021Peter C. Foy & Associates Insurance Services, LLCAspen Group Insurance Agency LLCIndependent Agency/Broker- Private Capital BackedRetailMulti Line
11/30/212021Relation Insurance, Inc.Undisclosed insurance agencyIndependent Agency/Broker- Private Capital BackedRetailP&C
11/30/212021Risk Strategies Company, LLCFournier Group Inc.ORIndependent Agency/Broker- Private Capital BackedRetailP&C
11/23/212021Arthur J. Gallagher & Co.Real Estate Insurance SolutionsUTPublic BrokerRetailP&C
11/23/212021Inszone Insurance Services, Inc.Stromsoe Insurance Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
11/22/212021ALKEME Holdings CorporationH & S Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
11/17/212021Leavitt Group Enterprises, Inc.Employee benefits divisionIndependent Agency/BrokerRetailEB & Consulting
11/17/212021Risk Strategies Company, LLCTripoint Insurance, Inc.CTIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
11/16/212021Baldwin Risk PartnersConstruction Risk Partners, LLCNJPublic BrokerRetailP&C
11/16/212021Risk Strategies Company, LLCCpro AssociatesTXIndependent Agency/Broker- Private Capital BackedMGAEB & Consulting
11/15/212021BroadStreet Partners, Inc.Stan Burns Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
11/15/212021Salem Five BancorpElliot Whittier Insurance Services, LLCMABank or ThriftRetailP&C
11/15/212021USI Holdings CorporationGriffin MacLean, Inc.WAIndependent Agency/Broker- Private Capital BackedRetailP&C
11/12/212021Renegade, Inc.Peacock Insurance Agency Inc.TNIndependent Agency/BrokerRetailMulti Line
11/11/212021Relation Insurance, Inc.Assets of D'Amico InsuranceCTIndependent Agency/Broker- Private Capital BackedRetailP&C
11/11/212021Zurich American Insurance Co.Special Insurance Services, Inc.TXInsurance CompanyMGAP&C
11/10/212021Oakbridge Insurance Agency LLCYour Insurance Centers, Inc.ALIndependent Agency/Broker- Private Capital BackedRetailP&C
11/10/212021Venbrook Group, LLCAlpharetta Underwriters LLCGAIndependent Agency/BrokerMGAP&C
11/09/212021Relation Insurance, Inc.Consultative Insurance Group, Inc.OHIndependent Agency/Broker- Private Capital BackedRetailP&C
11/09/212021Risk Strategies Company, LLCThe Pawson Insurance GroupCTIndependent Agency/Broker- Private Capital BackedRetailMulti Line
11/08/212021J.C. Flowers & Co. LLCTRICOR InsuranceWIOther BuyerRetailMulti Line
11/05/212021Foundation Risk Partners, Corp.Undisclosed insurance agencyFLIndependent Agency/Broker- Private Capital BackedRetailP&C
11/05/212021Hub International LimitedAssets of Calculated Risk Advisors, LLCILIndependent Agency/Broker- Private Capital BackedRetailP&C
11/05/212021Marsh & McLennan Companies, Inc.Retired Cary Co., Inc.NCPublic BrokerRetailMulti Line
11/05/212021Peter C. Foy & Associates Insurance Services, LLCHighmark Insurance, LLCFLIndependent Agency/Broker- Private Capital BackedRetailP&C
11/05/212021Peter C. Foy & Associates Insurance Services, LLCPrivate Client Insurance, LLCFLIndependent Agency/Broker- Private Capital BackedRetailP&C
11/04/212021Baldwin Risk PartnersAll Assets and Affiliates of Wood Gutmann & Bogart Insurance BrokersCAPublic BrokerRetailMulti Line
11/04/212021Hub International LimitedAssets of Rider Insurance Group, IncFLIndependent Agency/Broker- Private Capital BackedRetailP&C
11/04/212021Risk Strategies Company, LLCHibbits Insurance, IncSCIndependent Agency/Broker- Private Capital BackedRetailP&C
11/04/212021Sunstar Insurance Group, LLCUndisclosed insurance agencyMOIndependent Agency/Broker- Private Capital BackedRetailP&C
11/03/212021Confie Seguros Insurance ServicesAutoPartners Insurance Agency Inc.TXIndependent Agency/Broker- Private Capital BackedRetailP&C
11/03/212021Hub International LimitedAssets of Tanna Insurance, Inc.MAIndependent Agency/Broker- Private Capital BackedRetailP&C
11/03/212021Marsh & McLennan Companies, Inc.Southwest Truck Insurance Agency, Inc.TXPublic BrokerRetailP&C
11/02/212021Arthur J. Gallagher & Co.Mark J. Becker & Associates, LLCIAPublic BrokerRetailEB & Consulting
11/02/212021Inszone Insurance Services, Inc.Ratliff Insurance AgencyTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
11/02/212021K2 Insurance Services, LLCAmerican Reliable Insurance Co.AZIndependent Agency/Broker- Private Capital BackedMGAP&C
11/01/212021Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
11/01/212021Alera Group, Inc.Becker Insurance Agency, P.C.MIIndependent Agency/Broker- Private Capital BackedRetailP&C
11/01/212021Alera Group, Inc.Customized Benefit Solutions, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
11/01/212021Alera Group, Inc.IHS Insurance Group, LLCTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
11/01/212021Alera Group, Inc.J&J Benefits Insurance Agency, Inc.UTIndependent Agency/Broker- Private Capital BackedRetailMulti Line
11/01/212021Alera Group, Inc.McSherry & Hudson, LLCCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
11/01/212021Alera Group, Inc.Phil Klein Insurance Group, LLCMIIndependent Agency/Broker- Private Capital BackedRetailP&C
11/01/212021Alera Group, Inc.Schwartz Insurance AgencyAZIndependent Agency/Broker- Private Capital BackedRetailP&C
11/01/212021BroadStreet Partners, Inc.Certain insurance assetsCAIndependent Agency/Broker- Private Capital BackedRetailP&C
11/01/212021BroadStreet Partners, Inc.Certain insurance assetsTXIndependent Agency/Broker- Private Capital BackedRetailP&C
11/01/212021BroadStreet Partners, Inc.Oxford Insurance Agency, Inc.MAIndependent Agency/Broker- Private Capital BackedRetailP&C
11/01/212021Heffernan Insurance BrokersUndisclosed insurance agencyIndependent Agency/Broker- Private Capital BackedRetailP&C
11/01/212021Inszone Insurance Services, Inc.Cabrera Financial LLCAZIndependent Agency/Broker- Private Capital BackedRetailMulti Line
11/01/212021Investor GroupPeter C. Foy & Associates Insurance Services, LLCCAOther BuyerRetailMulti Line
11/01/212021Keystone Agency Investors LLCAssets of Mitchell Insurance GroupTXIndependent Agency/Broker- Private Capital BackedRetailP&C
11/01/212021Keystone Agency Investors LLCCertain assets of JB Insurance Inc.PAIndependent Agency/Broker- Private Capital BackedRetailP&C
11/01/212021Peter C. Foy & Associates Insurance Services, LLCMike Haffar Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
11/01/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed insurance brokerage agencyIndependent Agency/Broker- Private Capital BackedRetailP&C
11/01/212021Risk Strategies Company, LLCBetter Business Planning Inc.ILIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
11/01/212021Risk Strategies Company, LLCKRA Insurance Agency, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailMulti Line
11/01/212021The Hilb Group, LLCCLBS, INC.NHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
11/01/212021World Insurance Associates, LLCCoe-Brooke Insurance Agency, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
11/01/212021World Insurance Associates, LLCComprehensive Underwriters, Inc.CAIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
10/31/212021Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
10/31/212021Acrisure, LLCUndisclosed insurance agencyFLIndependent Agency/Broker- Private Capital BackedRetailP&C
10/31/212021Acrisure, LLCUndisclosed insurance agencyIndependent Agency/Broker- Private Capital BackedRetailP&C
10/31/212021Acrisure, LLCUndisclosed Insurance AgencyWAIndependent Agency/Broker- Private Capital BackedRetailP&C
10/31/212021AssuredPartners, Inc.Vanner Insurance AgencyNYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
10/31/212021High Street Insurance Partners, LLCChappell Insurance Agency, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailP&C
10/31/212021High Street Insurance Partners, LLCCoSaint Insurance, LLCNCIndependent Agency/Broker- Private Capital BackedRetailP&C
10/31/212021High Street Insurance Partners, LLCLawver Insurance & Financial Services Inc. dba Insurance of the CarolinasNCIndependent Agency/Broker- Private Capital BackedRetailP&C
10/31/212021High Street Insurance Partners, LLCRimmer & Associates, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailP&C
10/31/212021High Street Insurance Partners, LLCSnotherly Insurance Agency, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailP&C
10/31/212021High Street Insurance Partners, LLCWIFS Inc. dba Best Rates for InsuranceNCIndependent Agency/Broker- Private Capital BackedRetailP&C
10/31/212021XPT Group LLCS&H Underwriters IncVTIndependent Agency/Broker- Private Capital BackedMGAP&C
10/27/212021Arthur J. Gallagher & Co.VanDyke Group Inc.ILPublic BrokerRetailMulti Line
10/27/212021Origin Bancorp, Inc.The Lincoln Agency, LLCLABank or ThriftRetailP&C
10/26/212021AssuredPartners, Inc.Jones & Maulding Insurance Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
10/26/212021IMA Financial Group, Inc.Parker, Smith & Feek, Inc.WAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
10/25/212021Elmwood Agency Corp.Oasis Group & Associates, LLCNYIndependent Agency/BrokerRetailP&C
10/25/212021Searchlight CapitalEuclid TransactionalNYOther BuyerMGAP&C
10/22/212021Liberty Company Insurance BrokersAura Risk ManagementCAIndependent Agency/BrokerMGAP&C
10/21/212021Crest Insurance Group, LLCFrontier, LLCCOIndependent Agency/BrokerRetailP&C