Insurance Industry Transactions

2018 Acquisition Detail (Updated Monthly)

Who’s Buying:
Insurance Brokers - Independent 33
Insurance Brokers - Public10
Insurance Brokers - Private Equity-Backed 70
Insurance Carrier and Other 10
Banks and Thrifts 5
What’s Being Bought:
Property & Casualty 65
Employee Benefits & Consulting 38
Multi Line 25
Retail vs. Specialty Distributors:
Retail 106
Wholesale 10

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 15%-30% of all transactions are actually made public. Past performance is not necessarily indicative of future results.  Data reported YTD as of April 30, 2018.

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