Insurance Industry Transactions

2019 Acquisition Detail (Updated Monthly)

Who’s Buying:
Insurance Brokers - Independent 328
Insurance Brokers - Public35
Insurance Brokers - Private Equity-Backed 8
Insurance Carrier and Other 14
Banks and Thrifts6
What’s Being Bought:
Property & Casualty49%
Employee Benefits & Consulting 21%
Multi Line30%
Retail vs. Specialty Distributors:
Specialty Distributors15%

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 September 16, 2019.

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