Industry Transactions
Industry Transaction Details (as of June 30, 2026)
| Who’s Buying | |
|---|---|
| Insurance Brokerage | 785 |
| Insurance Carrier and Other | 18 |
| Banks and Thrifts | 7 |
| What’s Being Bought | |
|---|---|
| Full Service | 171 |
| P&C | 476 |
| Employee Benefits | 164 |
| Retail vs. Specialty | |
|---|---|
| Retail | 699 |
| Specialty | 112 |
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 2/28/2025
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 |
|---|---|---|---|---|---|---|---|---|
| 09/30/26 | 2026 | WalkerHughes Insurance | Burgett Insurance | OH | Independent Agency/Broker | Retail | P&C | Download |
| 09/30/26 | 2026 | World Insurance Associates | Arctic Risk Specialists | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 09/29/26 | 2026 | Integrity Marketing Group | Sumner Insurance Services | MO | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/29/26 | 2026 | StoneRidge Insurance Brokerage | Crest Insurance | AZ | Independent Agency/Broker | Retail | P&C | Download |
| 09/28/26 | 2026 | World Insurance Associates | American Insurance Agency | MA | Independent Agency/Broker | Retail | P&C | Download |
| 09/25/26 | 2026 | Equal Parts | Independence Insurance Agency LLC | FL | Independent Agency/Broker | Retail | P&C | Download |
| 09/25/26 | 2026 | Relation Insurance Services | LaPlaca Insurance, Inc. | PA | Independent Agency/Broker | Retail | P&C | Download |
| 09/24/26 | 2026 | Sands Point Risk Agency | Interactive Medical Systems Corporation | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 09/23/26 | 2026 | Maridea Wealth | Dietz, Futrell & Walters Insurance (DFW Insurance) | OH | Other Buyer | Retail | Multi Line | Download |
| 09/23/26 | 2026 | Oakbridge Insurance Agency | Northeast Underwriters | FL | Independent Agency/Broker | Retail | P&C | Download |
| 09/22/26 | 2026 | Integrity Marketing Group | Mint Health Insurance Agency | CA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/17/26 | 2026 | EPIC (Edgewood Partners Insurance Center) | Korotkin Insurance Group | MI | Independent Agency/Broker | Retail | P&C | Download |
| 09/16/26 | 2026 | Inszone Insurance Services | Thrive Insurance Inc | Independent Agency/Broker | Retail | P&C | ||
| 09/15/26 | 2026 | Aon Corporation | Moores Insurance Management | MN | Public Broker | Retail | Multi Line | Download |
| 09/15/26 | 2026 | Arthur J. Gallagher & Co. | McMillan Insurance & Bonding Inc | CO | Public Broker | Retail | P&C | Download |
| 09/15/26 | 2026 | Inszone Insurance Services | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 09/15/26 | 2026 | Undisclosed buyer | Southwestern Montana Insurance Center | MT | Independent Agency/Broker | Retail | P&C | Download |
| 09/15/26 | 2026 | World Insurance Associates | TE Freuler | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 09/14/26 | 2026 | Investor group | The Baldwin Insurance Group, Inc. | FL | Other Buyer | MGA | Multi Line | Download |
| 09/11/26 | 2026 | Scali Insurance Group | Southwestern Montana Insurance Center, LLC | MT | Independent Agency/Broker | Retail | P&C | Download |
| 09/10/26 | 2026 | Arrow Financial Corporation | Skene Valley Agency, Inc. | NY | Bank or Thrift | Retail | P&C | Download |
| 09/10/26 | 2026 | Simplicity Group Holdings | Whitney and Associates LLC | IA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/09/26 | 2026 | Integrity Marketing Group | Brave Insurance Group | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/08/26 | 2026 | Galway Insurance Holdings | Concorde General Agency, Inc. | ND | Independent Agency/Broker | Wholesale | P&C | Download |
| 09/04/26 | 2026 | Highstreet Insurance Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 09/04/26 | 2026 | Ty J. Young Wealth Management | Ray Cessna Advisory | MO | Other Buyer | Retail | EB & Consulting | Download |
| 09/03/26 | 2026 | King Risk Partners | Conover-Beyer Associates, Inc. | NJ | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/02/26 | 2026 | AmWINS Group | Joseph Chiarello & Co., Inc. | NJ | Independent Agency/Broker | MGA | P&C | Download |
| 09/02/26 | 2026 | Integrity Marketing Group | Mosaicﾠ | CA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/02/26 | 2026 | Leavitt Group Enterprises | Luebbering Insurance | MO | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/02/26 | 2026 | Ty J. Young Wealth Management | Senior Insurance Services, Inc. | MO | Other Buyer | Retail | EB & Consulting | Download |
| 09/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 09/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 09/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 09/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 09/01/26 | 2026 | First Commonwealth Financial Corporation | Pennsylvania Insurance Specialists Inc. | PA | Bank or Thrift | Retail | Multi Line | Download |
| 09/01/26 | 2026 | Ignyte Insurance Services | IMT Services, LLC | PA | Independent Agency/Broker | Wholesale | P&C | Download |
| 09/01/26 | 2026 | Inszone Insurance Services | Corporate Insurance Group, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 09/01/26 | 2026 | Inszone Insurance Services | Webb Insurance Services Inc. | Independent Agency/Broker | Retail | P&C | ||
| 09/01/26 | 2026 | Leavitt Group Enterprises | JRC Insurance | UT | Independent Agency/Broker | Retail | P&C | Download |
| 09/01/26 | 2026 | Nichols Cauley & Associates | A A Larocco & Associates, Inc. | GA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/31/26 | 2026 | Aon Corporation | USI Advantage Corp. | NY | Public Broker | MGA | Multi Line | Download |
| 08/31/26 | 2026 | Crest Insurance Group | Tegeler and Associates | WY | Independent Agency/Broker | Private Capital | P&C | Download |
| 08/31/26 | 2026 | Duffy Insurance Agency | Stephen J Szczepanik Insurance | MA | Independent Agency/Broker | Retail | P&C | Download |
| 08/31/26 | 2026 | Great Hill Partners | Aurenity | CT | Other Buyer | MGA | P&C | Download |
| 08/31/26 | 2026 | Inszone Insurance Services | Undisclosed Insurance Agency | Independent Agency/Broker | Private Capital | P&C | ||
| 08/31/26 | 2026 | Undisclosed buyer | Undisclosed Insurance Agency | Independent Agency/Broker | P&C | |||
| 08/28/26 | 2026 | The Hilb Group | Undisclosed Insurance Agency in Michigan | MI | Independent Agency/Broker | Retail | P&C | Download |
| 08/27/26 | 2026 | Higginbotham & Associates | Two West Capital Advisors LLC | KS | P/E Backed | Retirement | Download | |
| 08/27/26 | 2026 | Inszone Insurance Services | Aviza Insurance Agency, Inc. | MI | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/25/26 | 2026 | Freestone Insurance Group | 360 Benefits | IL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/25/26 | 2026 | Inszone Insurance Services | M&B Gross, LLC | OR | Independent Agency/Broker | Retail | P&C | Download |
| 08/25/26 | 2026 | Integrity Marketing Group | Stella Health Insurance Agency | CA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 08/25/26 | 2026 | Mercer Advisors | NorthAvenue LLC | OH | P/E Backed | Wealth | Download | |
| 08/24/26 | 2026 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/24/26 | 2026 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/23/26 | 2026 | Leavitt Group Enterprises | Hurst-Weiss | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/21/26 | 2026 | Davis & Towle Insurance Group | Allied Insurance Agency | NH | Independent Agency/Broker | Retail | P&C | Download |
| 08/20/26 | 2026 | Inszone Insurance Services | Charles G. Harris Insurance Agency INC. | OK | Independent Agency/Broker | Retail | P&C | Download |
| 08/20/26 | 2026 | King Risk Partners | Norton and Siegel, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 08/20/26 | 2026 | OneDigital | Midwest Insurance | IL | Independent Agency/Broker | Retail | P&C | Download |
| 08/19/26 | 2026 | Keystone Agency Partners | Trego Insurance Agency | PA | Independent Agency/Broker | Retail | P&C | Download |
| 08/19/26 | 2026 | Munich Re | At-Bay | Insurance Company | MGA | P&C | Download | |
| 08/19/26 | 2026 | SEI Investments Company | RPI, Inc. | IL | Public | Wealth | Download | |
| 08/19/26 | 2026 | Ty J. Young Wealth Management | Ray Cessna Advisory LLC | TX | Independent | Wealth | Download | |
| 08/18/26 | 2026 | Alliant Insurance Services | Advocate, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/18/26 | 2026 | BroadStreet Partners | W.J. Cox Associates Inc. | NY | Independent Agency/Broker | MGA | P&C | Download |
| 08/18/26 | 2026 | Millenium Investments | O'Reilly LLC | MO | Independent | Wealth | Download | |
| 08/18/26 | 2026 | OneDigital | Midwest Insurance Agency, Inc. | IL | Independent Agency/Broker | Retail | P&C | Download |
| 08/18/26 | 2026 | Wealth Enhancement Group | Weinand Financial | WA | P/E Backed | Wealth | Download | |
| 08/17/26 | 2026 | Maridea Wealth | Park Ridge Financial, Inc. | IL | P/E Backed | Wealth | Download | |
| 08/15/26 | 2026 | Inszone Insurance Services | The Dollar Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 08/15/26 | 2026 | Wealth Enhancement Group | Servo Wealth Management LLC | OK | P/E Backed | Wealth | Download | |
| 08/14/26 | 2026 | MAI Capital Management | OG Private Wealth | CA | P/E Backed | Wealth | Download | |
| 08/14/26 | 2026 | MAI Capital Management | Waypoint Wealth Counsel, LLC | GA | P/E Backed | Wealth | Download | |
| 08/14/26 | 2026 | Merit Financial Advisors | Bell Financial Services Company | MI | P/E Backed | Wealth | Download | |
| 08/13/26 | 2026 | Inszone Insurance Services | Hocker Family Insurance, LLC | KY | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/12/26 | 2026 | Integrity Marketing Group | Meraz Health Insurance Agency | CA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 08/12/26 | 2026 | The Amynta Group | Southern States Underwriters | VA | Independent Agency/Broker | MGA | P&C | Download |
| 08/11/26 | 2026 | Aon Corporation | Frontier Risk's retail cannabis business | CO | Public Broker | Retail | P&C | Download |
| 08/11/26 | 2026 | HighTower Advisors | Valley Financial Group, Inc. | PA | P/E Backed | Wealth | Download | |
| 08/10/26 | 2026 | Management Group | Greycourt & Co., Inc. | PA | Independent | Wealth | Download | |
| 08/10/26 | 2026 | Marsh & McLennan Companies | Accel Holdings | IA | Public Broker | Retail | Multi Line | Download |
| 08/10/26 | 2026 | Oakbridge Insurance Agency | Valentine Insurance | TN | Independent Agency/Broker | Retail | P&C | Download |
| 08/10/26 | 2026 | World Insurance Associates | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/06/26 | 2026 | American Growth Insurance | Heller Kowitz Insurance Advisors | MD | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/06/26 | 2026 | Federated Mutual Insurance Company | HDVI | Insurance Company | MGA | P&C | Download | |
| 08/06/26 | 2026 | Inszone Insurance Services | The Lightle Group, LLC | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 08/06/26 | 2026 | Integrity Marketing Group | LIT Financial | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 08/05/26 | 2026 | AXIS Capital Holdings | Renewal rights to the Excess Liability | Insurance Company | MGA | P&C | Download | |
| 08/05/26 | 2026 | CI Financial | Summit Trail Advisors, LLC | NY | Public | Wealth | Download | |
| 08/05/26 | 2026 | Relation Insurance Services | Gary McKeighan Insurance | CA | Independent Agency/Broker | Retail | P&C | Download |
| 08/05/26 | 2026 | The Hilb Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/04/26 | 2026 | Allworth Financial | Arthur Stein Financial | MD | P/E Backed | Wealth | Download | |
| 08/04/26 | 2026 | Allworth Financial | Sachetta, LLC | MA | P/E Backed | Wealth | Download | |
| 08/04/26 | 2026 | Aspen Standard Wealth | Denver PWM, LLC | CO | P/E Backed | Wealth | Download | |
| 08/04/26 | 2026 | Cetera Financial Group | Itp Partners | NY | P/E Backed | Wealth | Download | |
| 08/04/26 | 2026 | Highstreet Insurance Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/04/26 | 2026 | HighTower Advisors | Stearns Financial Group Inc. | NC | P/E Backed | Wealth | Download | |
| 08/04/26 | 2026 | Inszone Insurance Services | Chelf Insurance Group, LLC | OK | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/04/26 | 2026 | Integrity Marketing Group | DTS Financial | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 08/04/26 | 2026 | Modera Wealth Management | Marathon Wealth Management, Inc. | NY | P/E Backed | Wealth | Download | |
| 08/04/26 | 2026 | Simplicity Group Holdings | Mobile Bay Financial Solutions, LLC | AL | P/E Backed | Wealth | Download | |
| 08/04/26 | 2026 | Summit Financial Group | M Group Investment Advisor, LLC | OR | P/E Backed | Retirement | Download | |
| 08/04/26 | 2026 | Trucordia | Assets of Shipley & Pease Insurance | Independent Agency/Broker | Retail | P&C | Download | |
| 08/03/26 | 2026 | Arthur J. Gallagher & Co. | Undisclosed Insurance Agency | Public Broker | Retail | P&C | ||
| 08/03/26 | 2026 | Sequoia Financial Group | All Star Financial LLC | MN | P/E Backed | Wealth | Download | |
| 08/03/26 | 2026 | Simplicity Group Holdings | Mid-Atlantic Wealth Advisory Group, LLC | PA | P/E Backed | Wealth | Download | |
| 08/01/26 | 2026 | Alera Group | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/01/26 | 2026 | BroadStreet Partners | Assets of Affordable Health Solutions LLC | Independent Agency/Broker | Retail | EB & Consulting | ||
| 08/01/26 | 2026 | BroadStreet Partners | Case & Son Insurance, Inc. | KS | Independent Agency/Broker | Retail | P&C | |
| 08/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 08/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 08/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 08/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 08/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 08/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 08/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 08/01/26 | 2026 | Heffernan Insurance Brokers | Christa Granton Insurance | Independent Agency/Broker | Retail | Multi Line | ||
| 08/01/26 | 2026 | Woodlands Financial Group | Select Insurance Solutions Inc. | Public Broker | Retail | Multi Line | ||
| 07/31/26 | 2026 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/31/26 | 2026 | DOXA Insurance Holdings | Limit Financial, Inc. | CT | Independent Agency/Broker | MGA | P&C | Download |
| 07/31/26 | 2026 | Keystone Agency Partners | Trego Insurance Agency, Llc | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/31/26 | 2026 | Merit Financial Advisors | The Bridgeway Group | CA | P/E Backed | Wealth | Download | |
| 07/31/26 | 2026 | The Dowd Agencies | St. Germain Insurance, Inc. | MA | Independent Agency/Broker | Retail | P&C | Download |
| 07/31/26 | 2026 | Wealth Enhancement Group | Investment advisory business of Miramar Capital LLC | IL | P/E Backed | Wealth | Download | |
| 07/30/26 | 2026 | AlphaCore Capital | Brave Family Advisors | P/E Backed | Wealth | Download | ||
| 07/30/26 | 2026 | Inszone Insurance Services | Advice Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 07/30/26 | 2026 | Relation Insurance Services | Mid-State Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/29/26 | 2026 | New Mountain Capital | CBIZ Insurance Unit | Other Buyer | Retail | Multi Line | Download | |
| 07/29/26 | 2026 | Third Wave Insurance | Acuity Group | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 07/29/26 | 2026 | Third Wave Insurance | Aparicio, Walker & Seeling Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 07/29/26 | 2026 | Third Wave Insurance | Benefit Administrative Services | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 07/29/26 | 2026 | Third Wave Insurance | Massad Olinde & Associates, L.L.C | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 07/29/26 | 2026 | Third Wave Insurance | Spielmann & Associates | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 07/28/26 | 2026 | Enterprise Risk Associates | Hamann Insurance Group | TX | Independent Agency/Broker | Retail | P&C | Download |
| 07/28/26 | 2026 | Hg | Hughes Cornerstone | Other Buyer | Retail | P&C | ||
| 07/28/26 | 2026 | Inszone Insurance Services | Progress Brokerage Group LLC | PA | Independent Agency/Broker | Retail | P&C | Download |
| 07/28/26 | 2026 | Integrity Marketing Group | Retirement Health Solutions | UT | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 07/24/26 | 2026 | Waverly Advisors | InVista Advisors | AL | P/E Backed | Wealth | Download | |
| 07/22/26 | 2026 | INSURICA Insurance Management Network | Smith Allen Insurance | TX | Independent Agency/Broker | Retail | P&C | Download |
| 07/22/26 | 2026 | Oakbridge Insurance Agency | Larry S. Helms & Associates | NC | Independent Agency/Broker | Retail | P&C | Download |
| 07/21/26 | 2026 | Arthur J. Gallagher & Co. | W.N. Tuscano Agency, Inc. | PA | Public Broker | MGA | P&C | Download |
| 07/16/26 | 2026 | Aon Corporation | Total Benefits Advisors | OH | Public Broker | Retail | P&C | Download |
| 07/16/26 | 2026 | Kish Bank | Shuck Agency, Inc. | PA | Bank or Thrift | Retail | P&C | Download |
| 07/15/26 | 2026 | Integrity Marketing Group | Conquistadors Agency | CA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 07/14/26 | 2026 | Creative Planning | Lovell Insurance Group | KS | Retail | P&C | Download | |
| 07/14/26 | 2026 | Mission Underwriters | Capital Bay Underwriting | FL | Independent Agency/Broker | Wholesale | P&C | Download |
| 07/13/26 | 2026 | Mile Auto | The Insurance House | Independent Agency/Broker | MGA | P&C | Download | |
| 07/10/26 | 2026 | Keystone Agency Partners | Allison White Insurance | MN | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/09/26 | 2026 | Arthur J. Gallagher & Co. | Med James, Inc. | KS | Public Broker | MGA | P&C | Download |
| 07/09/26 | 2026 | Peter C. Foy & Associates Insurance Services, LLC | Assets of Dominion Insurance Services Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 07/08/26 | 2026 | Enterprise Risk Associates | ISOA Holdings, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 07/08/26 | 2026 | Integrity Marketing Group | Strideﾠ | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 07/02/26 | 2026 | King Risk Partners | Intermarket Insurance Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 07/02/26 | 2026 | Leavitt Group Enterprises | Strategic Insurance Inc. | CO | Independent Agency/Broker | Retail | P&C | Download |
| 07/01/26 | 2026 | Acrisure | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/26 | 2026 | AmWINS Group | Jackson-Lloyd Insurance Agency, Ltd. | TX | Independent Agency/Broker | MGA | P&C | Download |
| 07/01/26 | 2026 | BroadStreet Partners | Book of Insurance business | Independent Agency/Broker | Retail | P&C | ||
| 07/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 07/01/26 | 2026 | BroadStreet Partners | Norcom Insurance, LLC | CT | Independent Agency/Broker | Retail | P&C | Download |
| 07/01/26 | 2026 | Keystone Agency Partners | Baker Harris Hopkins Insurance Agency | OK | Independent Agency/Broker | Retail | P&C | Download |
| 07/01/26 | 2026 | Keystone Agency Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/26 | 2026 | Winged Keel Group | Schwartz Benefit Services, Inc. | IL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/30/26 | 2026 | Integrity Marketing Group | Dependable Life Solutions | FL | Independent Agency/Broker - Private Capital-Backed | Wholesale | EB & Consulting | Download |
| 06/30/26 | 2026 | World Insurance Associates, LLC | Clarke Insurance | NJ | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 06/29/26 | 2026 | Leavitt Group Enterprises | Westco Insurance | CO | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 06/29/26 | 2026 | World Insurance Associates, LLC | Fillmore Insurance Agency | NY | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/25/26 | 2026 | Higginbotham & Associates | Turbeville Insurance Agency, Inc. | SC | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 06/25/26 | 2026 | King Risk Partners | Perry Insurance Agency, LLC | MA | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/24/26 | 2026 | Integrity Marketing Group | ABC Medicare | OK | Independent Agency/Broker - Private Capital-Backed | Wholesale | EB & Consulting | Download |
| 06/24/26 | 2026 | Matic | Policygenius P&C Portfolio | NY | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/24/26 | 2026 | Primus Capital | Matic | OH | Other Buyer | Retail | P&C | Download |
| 06/24/26 | 2026 | Westfield Insurance | DOXA's Arris Property Portfolio | IN | Insurance Company | MGA | P&C | Download |
| 06/23/26 | 2026 | Arthur J. Gallagher & Co | Cincinnati Benefit Solutions | OH | Public Broker | Retail | EB & Consulting | Download |
| 06/23/26 | 2026 | Inszone Insurance Services | BenefitRiver, LLC | CO | Independent Agency/Broker - Private Capital-Backed | Retail | EB & Consulting | Download |
| 06/19/26 | 2026 | Leavitt Group Enterprises | Union Colony Insurance | CO | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 06/18/26 | 2026 | Inszone Insurance Services | Webtec Insurance Services | CO | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/18/26 | 2026 | World Insurance Associates, LLC | Wolpert Insurance Agency | MA | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/16/26 | 2026 | Higginbotham & Associates | Blanton & Griffin Insurance Agency | GA | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/16/26 | 2026 | Inszone Insurance Services | Sanford, Bruker & Banks, Inc. | GA | Bank or Thrift | Retail | P&C | Download |
| 06/16/26 | 2026 | Leavitt Group Enterprises | Attain Insurance | AL | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/15/26 | 2026 | R W Troxell & Co | Denton-Merritt-Dycus Insurance Agency | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/12/26 | 2026 | Centri Business Consulting | Altair Associates, Inc. | MN | Other Buyer | Wholesale | P&C | Download |
| 06/10/26 | 2026 | Aon Corporation | Signature Personal Insurance | MO | Public Broker | Retail | P&C | Download |
| 06/10/26 | 2026 | Leavitt Group Enterprises | Dolan & Edwards Insurance | NV | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 06/10/26 | 2026 | Trucordia | Hecht-Stout Agency | IL | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 06/09/26 | 2026 | Inszone Insurance Services | Professional Insurance Strategies, LLC | AZ | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/09/26 | 2026 | Integrated Insurance Solutions | Appel Insurance Advisors, LLC | MA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/09/26 | 2026 | Integrity Marketing Group | Alfary Group | NJ | Independent Agency/Broker - Private Capital-Backed | Wholesale | EB & Consulting | Download |
| 06/09/26 | 2026 | Union Bay Risk Advisors | Arlington Agency, Inc. | MI | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/08/26 | 2026 | AVN Group | Associated Specialty Insurance Agency LLC | PA | Independent Agency/Broker - Private Capital-Backed | Wholesale | P&C | Download |
| 06/05/26 | 2026 | Heffernan Insurance Brokers | WALTERRY, INCORPORATED | MD | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | |
| 06/03/26 | 2026 | BroadStreet Partners | Responsive Insurance Inc. | FL | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/03/26 | 2026 | Novacore, Inc. | Euclid Insurance Services, Inc. | NY | Independent Agency/Broker - Private Capital-Backed | MGA | P&C | Download |
| 06/01/26 | 2026 | Aaa Western & Central New York | Mesi Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | ||
| 05/22/26 | 2026 | ACBS Insurance Services | Meade Insurance Agency, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | |
| 05/20/26 | 2026 | The Hilb Group | Old Kentucky Insurance, Inc. | KY | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | |
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