Industry Transactions

Acquisition Details

Who’s Buying
Insurance Brokers – Independent38
Insurance Brokers – Public27
Insurance Brokers – Private Capital-Backed164
Insurance Carrier and Other21
Banks and Thrifts7
What’s Being Bought
Property & Casualty47%
Employee Benefits & Consulting19%
Multi Line34%
Retail vs. Specialty Distributors
Retail84%
Specialty Distributors16%

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 August 31, 2021.

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
08/31/21 2021 Integrity Marketing Group LLC Family First Life Capital CO Independent Agency/Broker- Private Capital Backed Wholesale P&C
08/25/21 2021 Alera Group, Inc. Payroll Benefits Group, Inc. CO Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
08/25/21 2021 Align Financial Group, Inc. NationsBuilders Insurance Services, Inc. GA Independent Agency/Broker MGA P&C Download
08/24/21 2021 Integrity Marketing Group LLC One Resource Group Corporation IN Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
08/23/21 2021 Alera Group, Inc. Related Risk NJ Independent Agency/Broker- Private Capital Backed Wholesale EB & Consulting Download
08/23/21 2021 Alliant Insurance Services ASURA Risk and Insurance Services CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
08/19/21 2021 King Insurance Agency, Inc. Robert Blakeley Insurance, Inc. FL Independent Agency/Broker Retail P&C Download
08/19/21 2021 Peter C. Foy & Associates Insurance Services, LLC Howard R. Peterman Company PA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
08/19/21 2021 Venbrook Group, LLC RD Parisi Associates, Inc. NJ Independent Agency/Broker Retail EB & Consulting Download
08/18/21 2021 Peter C. Foy & Associates Insurance Services, LLC Dukes-Moore Insurance Agency Inc. MD Independent Agency/Broker- Private Capital Backed Retail P&C Download
08/17/21 2021 AssuredPartners, Inc. Baldwin Welsh & Parker Insurance MA Independent Agency/Broker- Private Capital Backed Retail P&C Download
08/17/21 2021 Integrity Marketing Group LLC Berwick Insurance Group, L.L.C. AZ Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
08/17/21 2021 Peter C. Foy & Associates Insurance Services, LLC Rice Insurance, LLC WA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
08/16/21 2021 Hub International Limited Assets of Dissinger Reed, LLC KS Independent Agency/Broker- Private Capital Backed Retail P&C Download
08/16/21 2021 Risk Strategies Company, LLC Danna-Gracey Inc. FL Independent Agency/Broker- Private Capital Backed Retail P&C Download
08/13/21 2021 Alera Group, Inc. Risk Consulting Partners LLC MO Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
08/13/21 2021 Brown & Brown, Inc. Sudler Insurance Services Inc. FL Public Broker Retail EB & Consulting Download
08/12/21 2021 Dual Group Align Financial Holdings CA Independent Agency/Broker MGA P&C Download
08/12/21 2021 Peter C. Foy & Associates Insurance Services, LLC Rock 10 Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C Download
08/11/21 2021 Peter C. Foy & Associates Insurance Services, LLC Levi & Associates Insurance, LLC FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
08/11/21 2021 Starkweather & Shepley Insurance Brokerage, Inc. Paolino Insurance Agency, Inc. RI Independent Agency/Broker Retail Multi Line Download
08/10/21 2021 Integrity Marketing Group LLC Star Benefit Associates Inc. IN Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
08/10/21 2021 Peter C. Foy & Associates Insurance Services, LLC Blue Ridge National, LLC PA Independent Agency/Broker- Private Capital Backed Retail P&C Download
08/05/21 2021 Corvus Insurance Wingman Insurance MA Insurance Company MGA P&C Download
08/05/21 2021 Hub International Limited Assets of Hiles-Mcleod Insurance, Inc. FL Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
08/05/21 2021 Peter C. Foy & Associates Insurance Services, LLC Insurance by Castle CA Independent Agency/Broker- Private Capital Backed Retail P&C Download
08/04/21 2021 Peter C. Foy & Associates Insurance Services, LLC Maverick Insurance Group, LLC KY Independent Agency/Broker- Private Capital Backed Retail Multi Line
08/03/21 2021 Alliant Insurance Services Benefit Concepts, Inc. TX Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
08/03/21 2021 Inszone Insurance Services, Inc. IB&C Insurance Services CA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
08/03/21 2021 Integrity Marketing Group LLC GarityAdvantage Insurance Marketing Agencies, Inc MA Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
08/03/21 2021 Waterfall Asset Management, LLC Newcleus, LLC PA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
08/02/21 2021 AmWINS Group National Truck Underwriting Managers, Inc. MN Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
08/02/21 2021 Community Bank System, Inc. Assets of Thomas Gregory Associates Insurance Agency, Inc. MA Bank or Thrift Retail P&C Download
08/02/21 2021 Financial Institutions, Inc. North Woods Capital Benefits LLC NY Bank or Thrift Retail EB & Consulting Download
08/01/21 2021 Alera Group, Inc. Book of Business FL Independent Agency/Broker- Private Capital Backed Retail P&C
08/01/21 2021 BroadStreet Partners, Inc. Book of Business MN Independent Agency/Broker- Private Capital Backed Retail P&C
08/01/21 2021 BroadStreet Partners, Inc. Certain insurance assets SC Independent Agency/Broker- Private Capital Backed Retail Multi Line
08/01/21 2021 BroadStreet Partners, Inc. certain insurance assets IL Independent Agency/Broker- Private Capital Backed Retail P&C
08/01/21 2021 BroadStreet Partners, Inc. Certain insurance assets CO Independent Agency/Broker- Private Capital Backed Retail P&C
08/01/21 2021 BroadStreet Partners, Inc. Certain insurance assets IN Independent Agency/Broker- Private Capital Backed Retail P&C
08/01/21 2021 Heffernan Insurance Brokers Walton & Associates Insurance Services CA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
08/01/21 2021 IMA Financial Group, Inc. Diversified Insurance Group UT Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
08/01/21 2021 McGowan Companies Arbanas & Associates Insurance Agency, Inc. MI Independent Agency/Broker MGA P&C Download
08/01/21 2021 World Insurance Associates, LLC Bozzuto Associates Inc. CT Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
08/01/21 2021 World Insurance Associates, LLC Governor Insurance Agency, Inc. OH Independent Agency/Broker- Private Capital Backed Retail P&C Download
08/01/21 2021 World Insurance Associates, LLC McFarlin Insurance Agency, LLP MD Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
08/01/21 2021 World Insurance Associates, LLC Rocco Rose Insurance Agency MA Independent Agency/Broker- Private Capital Backed Retail P&C Download
08/01/21 2021 World Insurance Associates, LLC Torell Aviation Insurance Agency, Inc. FL Independent Agency/Broker- Private Capital Backed MGA P&C Download
07/30/21 2021 Alera Group, Inc. Sitzmann Morris & Boyle Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C Download
07/30/21 2021 Arthur J. Gallagher & Co. R.J. Riordan & Co. IL Public Broker Retail P&C Download
07/30/21 2021 Baldwin Risk Partners substantially all of the assets of EBSME, LLC MD Public Broker Retail EB & Consulting Download
07/29/21 2021 Krause Brokerage Services, LLC Long-Term Care Solutions FL Independent Agency/Broker- Private Capital Backed Wholesale P&C
07/28/21 2021 Alera Group, Inc. Fringe Benefit Analysts UT Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
07/28/21 2021 Hilb Group LLC MillBrook Benefits and Insurance Services, LLC MA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
07/28/21 2021 Peter C. Foy & Associates Insurance Services, LLC Gordon Insurance CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
07/26/21 2021 Peter C. Foy & Associates Insurance Services, LLC Insubuy LLC TX Independent Agency/Broker- Private Capital Backed Retail P&C
07/23/21 2021 Alera Group, Inc. Keller Insurance Agency, Inc. OK Independent Agency/Broker- Private Capital Backed Retail P&C Download
07/23/21 2021 Baldwin Risk Partners Substantially all of the assets of TCG Financial Holding Company, LLC MD Public Broker Retail EB & Consulting Download
07/22/21 2021 Integrity Marketing Group LLC Senior Security Benefits TX Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
07/21/21 2021 Alera Group, Inc. New England Employee Benefits Company (NEEBCo) NH Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
07/21/21 2021 Baldwin Risk Partners FounderShield LLC NY Public Broker MGA P&C Download
07/21/21 2021 Relation Insurance, Inc. Assets of the SIG Insurance Agencies Inc. CT Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
07/20/21 2021 Colony Bankcorp, Inc. Barnes Agency GA Retail P&C Download
07/16/21 2021 Hub International Limited Risk Point Consulting, Inc. GA Independent Agency/Broker- Private Capital Backed Retail P&C Download
07/15/21 2021 Alera Group, Inc. AGM Benefit Solutions LA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
07/15/21 2021 Ares Holdings, Ltd. Global Bankers Insurance Group, LLC NC Other Buyer Retail P&C Download
07/15/21 2021 Digital Insurance, Inc. Employee benefits division Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
07/15/21 2021 Newfront Insurance Services, LLC ABD Insurance and Financial Services, Inc. CA Independent Agency/Broker Retail EB & Consulting Download
07/14/21 2021 Relation Insurance, Inc. Assets of SouthEast Agency LLC CT Independent Agency/Broker- Private Capital Backed Retail P&C Download
07/13/21 2021 Integrity Marketing Group LLC OB1 Insurance Inc. NY Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
07/12/21 2021 Digital Insurance, Inc. First Choice Benefits, Inc. NC Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
07/09/21 2021 AssuredPartners, Inc. Ballator Insurance Group, Inc. FL Independent Agency/Broker- Private Capital Backed MGA P&C Download
07/09/21 2021 Hub International Limited Webb Group LLC VA Independent Agency/Broker- Private Capital Backed Retail P&C Download
07/09/21 2021 Keystone Agency Investors LLC Certain assets PA Independent Agency/Broker- Private Capital Backed Retail Multi Line
07/08/21 2021 High Street Insurance Partners, LLC First Security Company, Inc. NC Independent Agency/Broker- Private Capital Backed Retail P&C Download
07/08/21 2021 Hub International Limited Assets of First Florida Insurance LLC FL Independent Agency/Broker- Private Capital Backed Retail P&C Download
07/08/21 2021 Inszone Insurance Services, Inc. Strachota Insurance Agency, Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
07/08/21 2021 Integrity Marketing Group LLC The Leazer Group NC Independent Agency/Broker- Private Capital Backed Wholesale P&C
07/07/21 2021 Relation Insurance, Inc. Assets of Hasty Insurance Agency, Inc. NC Independent Agency/Broker- Private Capital Backed Retail P&C Download
07/06/21 2021 Hub International Limited Ward Insurance Agency, Inc. OR Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
07/02/21 2021 AssuredPartners, Inc. Southwest Insurance Brokers, LLC AZ Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
07/02/21 2021 BroadStreet Partners, Inc. Undisclosed insurance agency KS Independent Agency/Broker- Private Capital Backed Retail Multi Line
07/02/21 2021 Keystone Agency Investors LLC Arachas Group, LLC IL Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
07/02/21 2021 Keystone Agency Investors LLC Certain assets MI Independent Agency/Broker- Private Capital Backed Retail P&C
07/01/21 2021 ABRY Partners Socius Insurance Services CA Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
07/01/21 2021 BroadStreet Partners, Inc. Book of Business MN Independent Agency/Broker- Private Capital Backed Retail P&C
07/01/21 2021 BroadStreet Partners, Inc. Book of Business IL Independent Agency/Broker- Private Capital Backed Retail P&C
07/01/21 2021 Crest Insurance Group, LLC Springberg McAndrew Financial Services, Inc. AZ Independent Agency/Broker Retail EB & Consulting Download
07/01/21 2021 Hilb Group LLC BGH & Associates, LLC VA Independent Agency/Broker- Private Capital Backed Retail Multi Line
07/01/21 2021 Hilb Group LLC Health Quote of R.I. Inc. RI Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
07/01/21 2021 Hilb Group LLC Keith Ghaphery Insurance and Associates, Inc VA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
07/01/21 2021 Hilb Group LLC Mayo Insurance Agency, Inc. / Williamsburg Insurance Agency, LLC VA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
07/01/21 2021 Hilb Group LLC Ronnie Shriner Insurance Agency, Inc. VA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
07/01/21 2021 Hilb Group LLC Ryan Harris Insurance & Financial Services, Inc. VA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
07/01/21 2021 Hilb Group LLC The Harvey Insurance Agency, Inc. VA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
07/01/21 2021 Keystone Agency Investors LLC Certain insurance assets TX Independent Agency/Broker- Private Capital Backed Retail Multi Line
07/01/21 2021 Relation Insurance, Inc. Assets of Gary Blaustein Associates, LLC CT Independent Agency/Broker- Private Capital Backed Retail P&C Download
07/01/21 2021 Relation Insurance, Inc. Assets of Hooper, Spuhler & Sturgeon Insurance Services CA Independent Agency/Broker- Private Capital Backed Retail P&C Download
07/01/21 2021 Susquehanna Insurance Affinity Insurance Associates Inc. PA Independent Agency/Broker Retail P&C
07/01/21 2021 The Amynta Group Scion Underwriting Services, Inc. TX Independent Agency/Broker- Private Capital Backed MGA P&C Download
07/01/21 2021 Venture Holdings, Inc. Sycamore Insurance Agency, Inc. MI Other Buyer MGA P&C
07/01/21 2021 World Insurance Associates, LLC Crossland Insurance Agency LA Independent Agency/Broker- Private Capital Backed Retail P&C Download
07/01/21 2021 World Insurance Associates, LLC Mccue insurance, inc. NJ Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
07/01/21 2021 World Insurance Associates, LLC Mendel Kaliff Company TX Independent Agency/Broker- Private Capital Backed MGA P&C Download
06/30/21 2021 Arthur J. Gallagher & Co. Stellar Benefits Group, LLC OH Public Broker Retail EB & Consulting Download
06/30/21 2021 AssuredPartners, Inc. Sterling Insurance Group MI Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
06/30/21 2021 Bankers Insurance, LLC First Bank Insurance Services, Inc. NC Independent Agency/Broker Retail Multi Line
06/30/21 2021 Peter C. Foy & Associates Insurance Services, LLC Elliot Katzovitz Insurance Agency, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
06/30/21 2021 Private Investor The Jordan Insurance Group, LLC MD Other Buyer Retail EB & Consulting
06/30/21 2021 Relation Insurance, Inc. Walker & Associates Services, Inc. NC Independent Agency/Broker- Private Capital Backed Retail P&C Download
06/29/21 2021 AmeriLife Group, L.L.C. Maximum Senior Benefits LLC UT Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
06/29/21 2021 Integrity Marketing Group LLC Carolina Senior Marketing, LLC NC Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
06/23/21 2021 Acrisure, LLC Durkin Agency, Inc NJ Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
06/23/21 2021 AssuredPartners, Inc. Goodman Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C Download
06/23/21 2021 NFP Corp. Emphasis Benefits FL Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
06/22/21 2021 Integrity Marketing Group LLC Montalto United Insurance Agency, LLC FL Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
06/19/21 2021 IMA Financial Group, Inc. CLIC Management NV LLC CA Independent Agency/Broker- Private Capital Backed MGA P&C Download
06/14/21 2021 Baldwin Risk Partners Rogers & Gray Insurance Agency Inc. MA Public Broker Retail EB & Consulting Download
06/11/21 2021 AssuredPartners, Inc. B+H Insurance, LLC DE Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
06/10/21 2021 A.N. Ansay & Associates, Inc. Schultz & Schultz Insurance Agency, Inc WI Independent Agency/Broker Retail Multi Line Download
06/09/21 2021 AmWINS Group M.T.Donahoe & Associates MD Independent Agency/Broker- Private Capital Backed Wholesale EB & Consulting Download
06/09/21 2021 IMA Financial Group, Inc. Professional Lines Underwriting Specialists Inc. TX Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
06/09/21 2021 PEAK6 LLC Team Focus Insurance Group, LLC FL Independent Agency/Broker- Private Capital Backed MGA P&C
06/08/21 2021 Accelerant Holdings Ltd. Agribusiness Risk Underwriters NC Insurance Company MGA P&C
06/08/21 2021 Digital Insurance, Inc. Compass Benefit Advisors LLC ID Independent Agency/Broker Retail EB & Consulting Download
06/08/21 2021 Integrity Marketing Group LLC ASPECT Management, LLC SC Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
06/03/21 2021 Patriot Growth Insurance Services, LLC Alliance & Associates FL Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
06/02/21 2021 Digital Insurance, Inc. Ashley Group, L.L.C. OH Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
06/02/21 2021 Integrity Marketing Group LLC Unified Health Inc. UT Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
06/01/21 2021 Acrisure, LLC Undisclosed Insurance Agency FL Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/21 2021 Acrisure, LLC Undisclosed Insurance Agency IL Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/21 2021 Acrisure, LLC Undisclosed Insurance Agency KY Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/21 2021 Acrisure, LLC Undisclosed Insurance Agency MA Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/21 2021 BroadStreet Partners, Inc. Certain insurance assets GA Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/21 2021 BroadStreet Partners, Inc. Certain insurance assets OH Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/21 2021 Crest Insurance Group, LLC SJS Insurance, LLC AZ Independent Agency/Broker Retail P&C Download
06/01/21 2021 Heffernan Insurance Brokers Valley General Insurance Services CA Independent Agency/Broker- Private Capital Backed Retail P&C Download
06/01/21 2021 Heffernan Insurance Brokers Yoder Insurance Agency, Ltd NV Independent Agency/Broker- Private Capital Backed Retail P&C Download
06/01/21 2021 High Street Insurance Partners, LLC Gingrich Insurance Group LLC PA Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/21 2021 High Street Insurance Partners, LLC Taylor Hill Insurance Service Inc. MO Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/21 2021 High Street Insurance Partners, LLC Undisclosed Insurance Agency Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/21 2021 High Street Insurance Partners, LLC Williams & Stazzone Insurance Agency, Inc. FL Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/21 2021 Inszone Insurance Services, Inc. Valley Regional Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
06/01/21 2021 Peter C. Foy & Associates Insurance Services, LLC Empire Company Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
06/01/21 2021 Peter C. Foy & Associates Insurance Services, LLC Heritage Premium Finance Company CA Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/21 2021 Peter C. Foy & Associates Insurance Services, LLC River Valley Insurance Agency Inc. MI Independent Agency/Broker- Private Capital Backed Retail Multi Line
06/01/21 2021 World Insurance Associates, LLC Ample Insurance, LLC FL Independent Agency/Broker- Private Capital Backed Retail P&C Download
06/01/21 2021 World Insurance Associates, LLC Family Tree Insurance Solutions, Inc. KS Independent Agency/Broker- Private Capital Backed Retail P&C Download
05/28/21 2021 Arthur J. Gallagher & Co. LDJ American Online Benefits Group, LLC TX Public Broker Wholesale EB & Consulting Download
05/27/21 2021 The Ardonagh Group BGC Partners, Inc. NY Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
05/26/21 2021 Digital Insurance, Inc. Impact Benefits & Retirement OR Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
05/26/21 2021 Digital Insurance, Inc. Strategic Employee Benefit Services of Oregon LLC OR Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
05/25/21 2021 Integrity Marketing Group LLC Premier Strategies Inc FL Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
05/24/21 2021 AssuredPartners, Inc. Anchor Pardue Insurance, Inc. AL Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
05/24/21 2021 Truist Financial Corporation Constellation Affiliated Partners NY Bank or Thrift MGA P&C Download
05/21/21 2021 AssuredPartners, Inc. Bond Benefits Consulting LLC NY Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
05/21/21 2021 Warren Weiss Insurance Agency, Inc. Virginia D. Reiss Agency, Inc. PA Independent Agency/Broker Retail P&C Download
05/20/21 2021 Element Risk Management Smith's Insurance Agency Inc. PA Independent Agency/Broker Retail P&C Download
05/20/21 2021 High Street Insurance Partners, LLC The Elite Group PA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
05/19/21 2021 Alera Group, Inc. Direct Benefits Inc. MN Independent Agency/Broker- Private Capital Backed MGA EB & Consulting Download
05/19/21 2021 Arthur J. Gallagher & Co. Garner & Glover Company GA Public Broker Retail Multi Line Download
05/19/21 2021 High Street Insurance Partners, LLC Simmons Insurance Group OR Independent Agency/Broker- Private Capital Backed Retail Multi Line
05/18/21 2021 Integrity Marketing Group LLC Anthony Insurance Agency FL Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
05/18/21 2021 Newfront Insurance Services, LLC Aviation Marine Insurance Services, Inc. CA Independent Agency/Broker Retail P&C Download
05/17/21 2021 Brown & Brown, Inc. Piper Jordan, LLC CA Public Broker Retail EB & Consulting Download
05/17/21 2021 G2 Insurance Services, LLC Schroeder Group, Inc. OH Independent Agency/Broker Retail P&C Download
05/17/21 2021 InterWest Insurance Services, LLC Aegis Insurance Markets CA Independent Agency/Broker Retail Multi Line Download
05/13/21 2021 Alera Group, Inc. Bell Insurance, Inc. PA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
05/12/21 2021 Higginbotham & Associates, Inc. Haik Insurance Holdings LLC LA Independent Agency/Broker- Private Capital Backed Retail P&C Download
05/12/21 2021 Peter C. Foy & Associates Insurance Services, LLC Trade Risk Guaranty Brokerage Services LLC MT Independent Agency/Broker- Private Capital Backed Retail P&C
05/11/21 2021 Inszone Insurance Services, Inc. Williams Insurance Service, Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
05/11/21 2021 Integrity Marketing Group LLC Cornerstone Financial Group, Inc. NC Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
05/11/21 2021 Peter C. Foy & Associates Insurance Services, LLC The Trident Agency CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
05/10/21 2021 A.N. Ansay & Associates, Inc. Insurance Specialists, LLC WI Independent Agency/Broker Retail P&C
05/10/21 2021 Hub International Limited Ion Insurance Corporaton CT Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
05/10/21 2021 Kaplansky Insurance Agency, Inc. John P. Riley Insurance MA Independent Agency/Broker Retail P&C Download
05/10/21 2021 Liberty Company Insurance Brokers Gray-Stone & Company CA Independent Agency/Broker Wholesale P&C
05/10/21 2021 Tango Specialty V3 Insurance Partners LLC PA Independent Agency/Broker- Private Capital Backed MGA P&C Download
05/07/21 2021 AssuredPartners, Inc. Texas Associates Insurors Agency, L.P. TX Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
05/05/21 2021 AssuredPartners, Inc. Lehrer & Madden Insurance Agency Incorporated MA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
05/05/21 2021 Hub International Limited Conover Insurance Services, LLC WA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
05/04/21 2021 Hub International Limited Cooper & Allison IL Independent Agency/Broker- Private Capital Backed Retail P&C Download
05/04/21 2021 Integrity Marketing Group LLC Roberts Alliance LLC TX Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
05/03/21 2021 AmWINS Group Equisure, Inc. CO Independent Agency/Broker- Private Capital Backed MGA P&C Download
05/03/21 2021 First Mid Bancshares, Inc. Truck Insurance Specialists, Inc./Hometown Insurance, Inc. IL Bank or Thrift Retail P&C
05/03/21 2021 Keystone Agency Investors LLC Yurconic Agency PA Independent Agency/Broker- Private Capital Backed Retail P&C Download
05/03/21 2021 TrueNorth Companies LLC Ramsey-Weeks, Inc. IA Independent Agency/Broker Retail P&C Download
05/01/21 2021 Acrisure, LLC Undisclosed Insurance Agency VA Independent Agency/Broker- Private Capital Backed Retail P&C
05/01/21 2021 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
05/01/21 2021 Acrisure, LLC Undisclosed Insurance Agency KS Independent Agency/Broker- Private Capital Backed Retail P&C
05/01/21 2021 Acrisure, LLC Undisclosed Insurance Agency NY Independent Agency/Broker- Private Capital Backed Retail P&C
05/01/21 2021 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
05/01/21 2021 BroadStreet Partners, Inc. Certain insurance assets CA Independent Agency/Broker- Private Capital Backed Retail P&C
05/01/21 2021 BroadStreet Partners, Inc. Certain insurance assets Independent Agency/Broker- Private Capital Backed Retail P&C
05/01/21 2021 BroadStreet Partners, Inc. Certain insurance assets GA Independent Agency/Broker- Private Capital Backed Retail P&C
05/01/21 2021 Eastern Bankshares, Inc. Assets of Barr Insurance Agency, Inc. MA Bank or Thrift Retail P&C Download
05/01/21 2021 Heffernan Insurance Brokers QuieTrack Insurance Services Corporation CA Independent Agency/Broker- Private Capital Backed Retail P&C Download
05/01/21 2021 Hilb Group LLC Benefit Foundations, LLC NJ Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
05/01/21 2021 Peter C. Foy & Associates Insurance Services, LLC KPS Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
05/01/21 2021 Peter C. Foy & Associates Insurance Services, LLC Montgomery & Graham Inc. OR Independent Agency/Broker- Private Capital Backed Retail P&C
05/01/21 2021 Peter C. Foy & Associates Insurance Services, LLC Northgate Benefits and Insurance Services LLC CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
05/01/21 2021 Peter C. Foy & Associates Insurance Services, LLC Pacific Heritage Insurance Services LLC CA Independent Agency/Broker- Private Capital Backed Retail P&C
05/01/21 2021 Reliance Global Group, Inc. J.P. Kush and Associates, Inc. MI Other Buyer Retail EB & Consulting Download
05/01/21 2021 USI Holdings Corporation May Insurance Services Inc OH Independent Agency/Broker- Private Capital Backed Wholesale EB & Consulting
05/01/21 2021 World Insurance Associates, LLC Empire Underwriters LLC FL Independent Agency/Broker- Private Capital Backed MGA P&C Download
04/30/21 2021 Crest Insurance Group, LLC Michaels and Associates, Inc. AZ Independent Agency/Broker Retail EB & Consulting Download
04/30/21 2021 NFP Corp. First Person, Inc. IN Independent Agency/Broker- Private Capital Backed Retail EB & Consulting Download
04/30/21 2021 Peter C. Foy & Associates Insurance Services, LLC Hale & Associates, Inc. AK Independent Agency/Broker- Private Capital Backed Retail P&C
04/28/21 2021 Alera Group, Inc. Duryea Agency NJ Independent Agency/Broker- Private Capital Backed Retail P&C Download
04/28/21 2021 IMA Financial Group, Inc. Bolton & Company Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
04/28/21 2021 Peter C. Foy & Associates Insurance Services, LLC W.B. Adams Company OR Independent Agency/Broker- Private Capital Backed Retail Multi Line
04/27/21 2021 Baldwin Risk Partners Substantially all of the assets of Seniors' Insurance Services Inc. WA Public Broker Retail P&C Download
04/27/21 2021 Integrity Marketing Group LLC Plan Advisors LLC FL Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
04/23/21 2021 Relation Insurance, Inc. Santo Insurance & Financial Services, Inc. NH Independent Agency/Broker- Private Capital Backed Retail P&C Download
04/22/21 2021 Relation Insurance, Inc. Clark Farley Insurance Agency SC Independent Agency/Broker- Private Capital Backed Retail P&C Download
04/20/21 2021 Alera Group, Inc. Adamson & McGoldrick Insurance Solutions CA Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
04/20/21 2021 AssuredPartners, Inc. Biglow & Company Inc IL Independent Agency/Broker- Private Capital Backed Retail P&C Download
04/16/21 2021 ABRY Partners High Street Insurance Partners, Inc. MI Other Buyer Retail Multi Line Download
04/15/21 2021 Milz Health Group Gunderson & Associates, LLC WI Independent Agency/Broker Retail P&C Download
04/14/21 2021 Brown & Brown, Inc. substantially all of the assets of Leon Silver NJ Public Broker Wholesale P&C Download
04/13/21 2021 Integrity Marketing Group LLC Polcyn Insurance & Financial Services, LLC AZ Independent Agency/Broker- Private Capital Backed Wholesale P&C Download
04/13/21 2021 Kaplansky Insurance Agency, Inc. Russ Towers Insurance Agency, Inc. RI Independent Agency/Broker Retail P&C Download
04/12/21 2021 High Street Insurance Partners, LLC Hartzell Insurance Associates, Inc. PA Independent Agency/Broker- Private Capital Backed Retail P&C Download
04/12/21 2021 High Street Insurance Partners, LLC NY Auto Brokerage Group, Inc. NY Independent Agency/Broker- Private Capital Backed Retail P&C
04/07/21 2021 Hub International Limited Assets of Wyoming Financial Insurance Inc. WY Independent Agency/Broker- Private Capital Backed Retail Multi Line Download
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03/02/20 2020 Trean Corporation LCTA Risk Services, Inc. MN Insurance Company MGA P&C Download
03/02/20 2020 University Bancorp, Inc. Arbor Insurance Agency Inc. MI Bank or Thrift Retail P&C Download
03/02/20 2020 USI Holdings Corporation Full Service Insurance, Inc. TN Independent Agency/Broker Retail Multi Line Download
03/01/20 2020 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker Retail P&C
03/01/20 2020 Alera Group, Inc. Georgetown Insurance Service Inc. MD Independent Agency/Broker Retail Multi Line
03/01/20 2020 BroadStreet Partners, Inc. Book of Business OK Independent Agency/Broker Retail P&C
03/01/20 2020 BroadStreet Partners, Inc. Certain Insurance Assets CA Independent Agency/Broker Retail P&C
03/01/20 2020 Hilb Group LLC LifePlus Insurance Agency, Inc. MA Independent Agency/Broker Retail EB & Consulting Download
03/01/20 2020 Hub International Limited Undisclosed Insurance Agency Independent Agency/Broker Retail P&C
03/01/20 2020 Hutchinson-Traylor Insurance Agency Webber & Associates Inc. GA Independent Agency/Broker Retail Multi Line Download
03/01/20 2020 Peter C. Foy & Associates Insurance Services, LLC Ascela Partners, LLC NJ Independent Agency/Broker Retail EB & Consulting
03/01/20 2020 Peter C. Foy & Associates Insurance Services, LLC Corona Insurance Agency, Inc. CA Independent Agency/Broker Retail Multi Line
03/01/20 2020 Peter C. Foy & Associates Insurance Services, LLC Della Porta Group, Inc. FL Independent Agency/Broker Retail Multi Line
03/01/20 2020 Peter C. Foy & Associates Insurance Services, LLC First Insurance Group Kentucky Inc KY Independent Agency/Broker Retail Multi Line
03/01/20 2020 Peter C. Foy & Associates Insurance Services, LLC Security First Associated Agency, Inc. MI Independent Agency/Broker Retail Multi Line
03/01/20 2020 World Insurance Associates, LLC Mazzotta Insurance Agency RI Independent Agency/Broker Retail Multi Line Download
03/01/20 2020 World Insurance Associates, LLC TAB Insurance Agency LLC TX Independent Agency/Broker Retail Multi Line Download
02/27/20 2020 Hilb Group LLC Certain assets of D. F. Dwyer & Associates LLC RI Independent Agency/Broker Retail P&C Download
02/26/20 2020 BroadStreet Partners, Inc. Iron Mountain Insurance, LLC AL Independent Agency/Broker Retail Multi Line
02/25/20 2020 AssuredPartners, Inc. Superior Benefits, Inc. FL Independent Agency/Broker Retail EB & Consulting Download
02/25/20 2020 Patriot Growth Insurance Services, LLC Bagatta Associates, Inc. NY Independent Agency/Broker Retail Multi Line Download
02/24/20 2020 Trucept, Inc. UWS Insurance Services Inc. CA Other Buyer Retail Multi Line Download
02/18/20 2020 USI Holdings Corporation Forté Benefits TX Independent Agency/Broker Retail EB & Consulting Download
02/17/20 2020 Associated Insurance International Brokers Inc. Surya Insurance Services LLC NY Independent Agency/Broker Retail P&C Download
02/13/20 2020 AssuredPartners, Inc. Nevada West Business Insurance Agency Inc. NV Independent Agency/Broker Retail Multi Line Download
02/12/20 2020 Arthur J. Gallagher & Co. John A Corp IL Public Broker Retail EB & Consulting Download
02/12/20 2020 DOXA Insurance Holdings LLC Ultra Risk Advisors, Inc. WA Independent Agency/Broker Wholesale P&C Download
02/12/20 2020 Insurance Office of America RDA Benefit Services, LLC NJ Independent Agency/Broker Retail EB & Consulting Download
02/11/20 2020 AXA S.A. The McGowan Companies OH Insurance Company MGA P&C Download
02/11/20 2020 Hilb Group LLC Regency Insurance Group, LLC FL Independent Agency/Broker Retail P&C Download
02/11/20 2020 Springer-Springer Insurance Wayne Ferguson Agency IN Independent Agency/Broker Retail Multi Line Download
02/10/20 2020 AssuredPartners, Inc. LMC Insurance & Risk Management, Inc. IA Independent Agency/Broker Retail Multi Line Download
02/10/20 2020 USI Holdings Corporation Orgill Singer & Associates, Inc NV Independent Agency/Broker Retail Multi Line Download
02/06/20 2020 Hub International Limited TRA Insurance Service, Inc PA Independent Agency/Broker Retail Multi Line Download
02/05/20 2020 Hub International Limited Kokkoris Corp. NY Independent Agency/Broker Retail P&C Download
02/04/20 2020 A. David Risman Insurance Agency, Inc. T. F. Ward Insurance Agency, Inc. MA Independent Agency/Broker Retail Multi Line
02/04/20 2020 Andrew Agency, Inc. A&R Associates, Ltd. VA Independent Agency/Broker Retail P&C Download
02/04/20 2020 Insgroup, Inc. substantially all of the assets of Harris F Underwood III Inc. TX Independent Agency/Broker Retail P&C Download
02/03/20 2020 M3 Insurance Rudnik Surety, Inc. MI Independent Agency/Broker Retail P&C Download
02/01/20 2020 Acrisure, LLC Alternative Risk Solutions, LLC CA Independent Agency/Broker Wholesale P&C
02/01/20 2020 Acrisure, LLC Founders Professional, LLC FL Independent Agency/Broker Wholesale P&C
02/01/20 2020 Acrisure, LLC Mature Health Services, Inc. / H&S Insurance Services, Inc. IL Independent Agency/Broker Retail EB & Consulting
02/01/20 2020 Acrisure, LLC Undisclosed Insurance agency PA Independent Agency/Broker Retail P&C
02/01/20 2020 Acrisure, LLC Undisclosed Insurance agency TX Independent Agency/Broker Retail P&C
02/01/20 2020 Acrisure, LLC Undisclosed Insurance agency IL Independent Agency/Broker Retail P&C
02/01/20 2020 Acrisure, LLC Undisclosed Insurance Agency NJ Independent Agency/Broker Retail P&C
02/01/20 2020 Acrisure, LLC Undisclosed Insurance Agency FL Independent Agency/Broker Retail P&C
02/01/20 2020 Baldwin Risk Partners substantially all assets of AgencyRM, LLC TX Public Broker Retail EB & Consulting Download
02/01/20 2020 Baldwin Risk Partners substantially all assets of VibrantUSA Inc. TX Public Broker Retail EB & Consulting Download
02/01/20 2020 BroadStreet Partners, Inc. Book of Business NE Independent Agency/Broker Retail P&C
02/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets AL Independent Agency/Broker Retail P&C
02/01/20 2020 BroadStreet Partners, Inc. Certain Insurance Assets FL Independent Agency/Broker Retail P&C
02/01/20 2020 CBIZ, Inc. Alliance Insurance Services, Inc. DC Public Broker Retail P&C Download
02/01/20 2020 Hutchinson-Traylor Insurance Agency Insurance Group of the Southeast LLC GA Independent Agency/Broker Retail P&C
02/01/20 2020 World Insurance Associates, LLC Lewis-Chester Associates, Inc. NJ Independent Agency/Broker Retail Multi Line Download
02/01/20 2020 World Insurance Associates, LLC Virginia Insurance Partners VA Independent Agency/Broker Retail Multi Line Download
01/31/20 2020 Marsh & McLennan Companies, Inc. Momentous Insurance Brokerage, Inc. CA Public Broker Retail EB & Consulting Download
01/30/20 2020 FBinsure, LLC Nimiroski Insurance Agency, Inc. MA Bank or Thrift Retail Multi Line Download
01/28/20 2020 Arthur J. Gallagher & Co. Hanover Excess and Surplus, Inc. NC Public Broker MGA P&C Download
01/28/20 2020 Hilb Group LLC Group Brokerage Insurance Agency, LLC MA Independent Agency/Broker Retail EB & Consulting Download
01/28/20 2020 Inszone Insurance Services, Inc. Access Avenue Insurance, inc. CA Independent Agency/Broker Retail Multi Line Download
01/28/20 2020 Patriot Growth Insurance Services, LLC Newbridge Coverage Corporation NY Independent Agency/Broker Retail Multi Line Download
01/27/20 2020 DigitalBGA FEGLI Exchange Program CA Other Buyer Retail EB & Consulting
01/23/20 2020 AssuredPartners, Inc. Lundstrom Insurance Agency, Inc. IL Independent Agency/Broker Retail Multi Line Download
01/22/20 2020 Higginbotham & Associates, Inc. Galiot Insurance Services, Inc TX Independent Agency/Broker Retail P&C Download
01/22/20 2020 Hilb Group LLC Martens-Johnson Insurance Agency Inc. MD Independent Agency/Broker Retail P&C Download
01/22/20 2020 Inszone Insurance Services, Inc. Brumfield & Peters Insurance Services, Inc. CA Independent Agency/Broker Retail Multi Line Download
01/21/20 2020 AssuredPartners, Inc. Corkill Insurance Agency, Inc. IL Independent Agency/Broker Retail Multi Line Download
01/21/20 2020 Hilb Group LLC BR Vital Brokerage Inc. NY Independent Agency/Broker Retail P&C Download
01/21/20 2020 NFP Corp. Koty-Leavitt Insurance Agency, Inc. UT Independent Agency/Broker Retail P&C Download
01/21/20 2020 Patriot Growth Insurance Services, LLC Solomon & Solomon CA Independent Agency/Broker Retail Multi Line Download
01/17/20 2020 Brown & Brown, Inc. All Risk General Ageny, Inc. TX Public Broker MGA P&C Download
01/16/20 2020 Marsh & McLennan Companies, Inc. Ironwood Insurance Services, LLC GA Public Broker Retail Multi Line Download
01/15/20 2020 A. David Risman Insurance Agency, Inc. Phil Richard Insurance Inc. MA Independent Agency/Broker Retail Multi Line
01/15/20 2020 Dacotah Banks, Inc. Assets of the Stohr Insurance Agency SD Bank or Thrift Retail P&C
01/14/20 2020 Risk Strategies Company, LLC Academic Healthplans Inc. TX Independent Agency/Broker Retail EB & Consulting Download
01/14/20 2020 Risk Strategies Company, LLC Vista Underwriting Partners, LLC PA Independent Agency/Broker MGA P&C Download
01/13/20 2020 Digital Insurance, Inc. Kistler Tiffany Benefits Co. PA Independent Agency/Broker Retail EB & Consulting Download
01/10/20 2020 AssuredPartners, Inc. The Jordan Insurance Group, LLC MD Independent Agency/Broker Retail Multi Line Download
01/10/20 2020 Valenti Trobec Chandler, Inc. Gates Insurance Agency LLC MI Independent Agency/Broker Retail P&C
01/09/20 2020 Acrisure, LLC Newkirk, Dennis & Buckles, Inc. KS Independent Agency/Broker Retail P&C
01/09/20 2020 AmeriLife Group, L.L.C. Stephens-Matthews Marketing, Inc. OH Independent Agency/Broker Retail P&C Download
01/09/20 2020 Charter Oak Financial, Inc. MassMutual Greater Long Island / MassMutual Greater Hudson NY Other Buyer Retail Multi Line Download
01/09/20 2020 Peter C. Foy & Associates Insurance Services, LLC Kern Insurance Associates Inc. / Eagle West Premier Insurance CA Independent Agency/Broker Retail P&C
01/09/20 2020 Risk Strategies Company, LLC Unirisc, Inc. VA Independent Agency/Broker Retail P&C Download
01/08/20 2020 Craven House Capital Plc IIU, Inc. VA Other Buyer Retail P&C Download
01/08/20 2020 Hub International Limited Briargate Insurance Services Inc. IL Independent Agency/Broker Retail Multi Line Download
01/07/20 2020 Acrisure, LLC Risk & Insurance Consulting Services, LLC GA Independent Agency/Broker Retail Multi Line
01/07/20 2020 Investor Group AmeriLife Group, LLC FL Other Buyer Retail EB & Consulting Download
01/07/20 2020 Massachusetts Mutual Life Insurance Company MassMutual Southeast Coast/MassMutual South Florida FL Insurance Company MGA EB & Consulting
01/07/20 2020 Relation Insurance, Inc. Taylor & Associates Benefits Services LLC CA Independent Agency/Broker Retail EB & Consulting Download
01/07/20 2020 Westpoint Financial Group, Inc. Hoopis Group, LLC/MassMutual Illinois/MassMutual Chicago IL Independent Agency/Broker Retail Multi Line Download
01/06/20 2020 Hub International Limited Cranbrook Bloomfield Insurance Agency LLC MI Independent Agency/Broker Retail Multi Line Download
01/05/20 2020 Stahl & Associates Insurance, Inc. Connolly Insurance Agency, Inc. MA Independent Agency/Broker Retail Multi Line
01/02/20 2020 Arthur J. Gallagher & Co. Walsdorf Agency, Inc. NY Public Broker Retail P&C Download
01/02/20 2020 Evans Bancorp, Inc. Benefit Brokers of WNY, LLC NY Bank or Thrift Retail EB & Consulting Download
01/02/20 2020 Peel & Holland Financial Group Riddle Insurance, LLC KY Independent Agency/Broker Retail Multi Line
01/01/20 2020 Acrisure, LLC Undisclosed Insurance Agency MA Independent Agency/Broker Retail P&C
01/01/20 2020 Acrisure, LLC Undisclosed Insurance Agency KS Independent Agency/Broker Retail P&C
01/01/20 2020 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker Retail P&C
01/01/20 2020 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker Retail P&C
01/01/20 2020 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker Retail P&C
01/01/20 2020 Alera Group, Inc. AMCORP, Inc. TX Independent Agency/Broker Retail EB & Consulting Download
01/01/20 2020 Alera Group, Inc. Sylvia & Company Insurance Agency, Inc. MA Independent Agency/Broker Retail Multi Line
01/01/20 2020 Alera Group, Inc. Undisclosed Insurance Agency WA Independent Agency/Broker Retail EB & Consulting
01/01/20 2020 Bankers Insurance, LLC Lee-Curtis Insurance Service, Inc. VA Independent Agency/Broker Retail Multi Line
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets FL Independent Agency/Broker Retail EB & Consulting
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets CO Independent Agency/Broker Retail P&C
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets OH Independent Agency/Broker Retail P&C
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets WV Independent Agency/Broker Retail P&C
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets OH Independent Agency/Broker Retail P&C
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets TN Independent Agency/Broker Retail P&C
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets MI Independent Agency/Broker Retail P&C
01/01/20 2020 BroadStreet Partners, Inc. Undisclosed insurance agency WA Independent Agency/Broker Retail EB & Consulting
01/01/20 2020 BroadStreet Partners, Inc. Undisclosed insurance agency WV Independent Agency/Broker Retail Multi Line
01/01/20 2020 BroadStreet Partners, Inc. Undisclosed insurance agency MI Independent Agency/Broker Retail Multi Line
01/01/20 2020 BroadStreet Partners, Inc. Undisclosed insurance agency IL Independent Agency/Broker Retail P&C
01/01/20 2020 IMA Financial Group, Inc. Colorado Insurance Advisors, LLC CO Independent Agency/Broker Retail Multi Line Download
01/01/20 2020 Independence Holding Company Abacus Group, LLC TN Insurance Company MGA P&C Download
01/01/20 2020 M3 Insurance Hierl Insurance WI Independent Agency/Broker Retail Multi Line Download
01/01/20 2020 Medical Mutual of Ohio Bravo Wellness, LLC OH Insurance Company Retail EB & Consulting Download
01/01/20 2020 Patriot Growth Insurance Services, LLC PDCM Insurance Inc. IA Independent Agency/Broker Retail Multi Line
01/01/20 2020 Peoples Bancorp, Inc. Undisclosed insurance agency Bank or Thrift Retail P&C
01/01/20 2020 Rogers & Gray Insurance Agency, Incorporated GH Dunn Insurance Agency Inc. MA Independent Agency/Broker Retail Multi Line
01/01/20 2020 Worldwide Facilities, Inc. Keating Boston Operation CA Independent Agency/Broker Wholesale P&C
12/31/19 2019 Hilb Group LLC Undisclosed insurance agency MA Independent Agency/Broker- Private Capital Backed Retail P&C
12/31/19 2019 Hub International Limited Cranbrook Bloomfield Insurance Agency MI Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/31/19 2019 Risk Strategies Company, LLC Transport Risk Management CO Independent Agency/Broker- Private Capital Backed Retail P&C
12/31/19 2019 Risk Strategies Company, LLC Undisclosed Insurance Agency VA Independent Agency/Broker- Private Capital Backed Retail P&C
12/27/19 2019 BNG Holdings Inc. OnPoint Insurance Services, LLC ND Other Buyer Retail P&C
12/23/19 2019 AssuredPartners, Inc. First Service Insurance Agents & Brokers, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
12/18/19 2019 High Street Insurance Partners, LLC InPro Insurance Group, Inc. MI Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/17/19 2019 Baldwin Risk Partners All assets of Lanier Upshaw Inc. FL Public Broker Retail Multi Line
12/17/19 2019 Baldwin Risk Partners Highland Risk Services LLC IL Public Broker MGA P&C
12/17/19 2019 Brown & Brown, Inc. All of the assets of Insurance Management Group Inc. SC Public Broker Retail Multi Line
12/17/19 2019 Hilb Group LLC Kerr-Boswell, Inc. VA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/17/19 2019 Inszone Insurance Services, Inc. James Swiniuch Agency, Inc. AZ Independent Agency/Broker Retail P&C
12/12/19 2019 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker- Private Capital Backed Retail P&C
12/11/19 2019 NFP Corp. Progressive Benefits Agency, Inc. OH Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
12/10/19 2019 Hub International Limited Book of business Independent Agency/Broker- Private Capital Backed Retail P&C
12/10/19 2019 Risk Strategies Company, LLC Gowrie Barden & Brett Inc./Maritime Program Group Inc. CT Independent Agency/Broker- Private Capital Backed MGA P&C
12/05/19 2019 Hub International Limited Blair Jarcik Insurance Agency Inc CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/05/19 2019 MetLife, Inc. PetFirst Healthcare, LLC. IN Insurance Company MGA P&C
12/04/19 2019 Hub International Limited SilverStone Group, Inc. NE Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/04/19 2019 iA Financial Corporation IAS Parent Holdings Inc. TX Insurance Company Wholesale P&C
12/04/19 2019 Worldwide Facilities, Inc. Risk Management Advisory Group FL Independent Agency/Broker- Private Capital Backed Wholesale P&C
12/03/19 2019 Alliant Insurance Services Buck & Affiliates Insurance, Inc. WA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/03/19 2019 Arthur J. Gallagher & Co. Pacific Northwest Marine book of business Public Broker Retail Multi Line
12/03/19 2019 Hub International Limited Hamman, Miller Beauchamp, Deeble, Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/02/19 2019 Acrisure, LLC Cornerstone Insurance Agency NY Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/01/19 2019 Acrisure, LLC Undisclosed insurance agency WA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/19 2019 Acrisure, LLC Undisclosed insurance agency NY Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/19 2019 Acrisure, LLC Undisclosed Insurance agency PA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/19 2019 Alera Group, Inc. West Texas Insurance Exchange Inc TX Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/01/19 2019 Heffernan Insurance Brokers Henderson Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/19 2019 Hilb Group LLC Wickford Insurance Agency, Inc. RI Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/01/19 2019 NFP Corp. LFG Inc. PA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/01/19 2019 Risk Strategies Company, LLC Weaver Bros. Insurance Associates, Inc. MD Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/01/19 2019 S&R Insurance LLC Three insurance agencies MO Independent Agency/Broker Retail Multi Line
12/01/19 2019 World Insurance Associates, LLC Dunhour Agency, Inc. NJ Independent Agency/Broker Retail Multi Line
11/26/19 2019 Patriot Growth Insurance Services, LLC Shapiro Insurance Group, Inc. FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/25/19 2019 AssuredPartners, Inc. Surety Insurance Solutions, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
11/23/19 2019 Northwest Bank Sundahl & Co., Inc. PA Bank or Thrift Retail Multi Line
11/22/19 2019 AssuredPartners, Inc. Mack, Mack & Waltz Insurance Group, Inc. FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/22/19 2019 AssuredPartners, Inc. Star & Shield Insurance Services LLC FL Independent Agency/Broker- Private Capital Backed Retail P&C
11/21/19 2019 Digital Insurance, Inc. Ohio Benefits and Insurance Group OH Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/21/19 2019 MRI Software LLC Multifamily Insurance Partners, LLC OH Other Buyer Retail P&C
11/20/19 2019 AmWINS Group Book of business Independent Agency/Broker- Private Capital Backed Retail P&C
11/20/19 2019 Aon Corporation CoverWallet, Inc. NY Public Broker Retail Multi Line
11/20/19 2019 Hub International Limited JW Retirement Group NY Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/20/19 2019 Integrity Marketing Group LLC Senior Solutions NE Independent Agency/Broker- Private Capital Backed Retail P&C
11/19/19 2019 Hilb Group LLC Employee Benefit Advisors Of The Carolinas, LLC NC Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/19/19 2019 Risk Strategies Company, LLC Thomas Mcgee L.C. MO Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/18/19 2019 Johnson Financial Group, Inc. Financial Life Cycles Inc. WI Bank or Thrift Retail Multi Line
11/15/19 2019 USI Holdings Corporation Marcotte Insurance Agency, Inc. NE Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/14/19 2019 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
11/14/19 2019 Cross Insurance Fair & Yeager Insurance Agency, Inc. MA Independent Agency/Broker Retail Multi Line
11/13/19 2019 First Mid Bancshares, Inc. Gentry-Couch, Inc. IL Bank or Thrift Retail Multi Line
11/12/19 2019 Alera Group, Inc. Capital Region Benefits PA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/12/19 2019 Inszone Insurance Services, Inc. Jones-Wilson Insurance & Investments, Inc. AZ Independent Agency/Broker Retail Multi Line
11/12/19 2019 PointeNorth Insurance Group, LLC Berger & O'Neal Insurance/Holmes-Shaw GA Independent Agency/Broker Retail Multi Line
11/12/19 2019 Risk Strategies Company, LLC Zito Insurance Agency, Inc. OH Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/11/19 2019 USI Holdings Corporation Alfred J. Davis Company Inc. OR Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/08/19 2019 Acrisure, LLC Undisclosed Insurance Agency VT Independent Agency/Broker- Private Capital Backed Retail P&C
11/08/19 2019 McDermott-Costa Co. Inc. A.B. Stevenson Co. Insurance Brokerage CA Independent Agency/Broker Retail Multi Line
11/07/19 2019 Integrity Marketing Group LLC North American Senior Benefits, LLC GA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/06/19 2019 Alera Group, Inc. HR inTune PA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/06/19 2019 Arthur J. Gallagher & Co. The EHE Group, LLC dba BonusDrive TX Public Broker Retail EB & Consulting
11/06/19 2019 Hub International Limited Marine book of business MA Independent Agency/Broker- Private Capital Backed Retail P&C
11/05/19 2019 Hub International Limited Newsura Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
11/05/19 2019 Relation Insurance, Inc. S.T. Good Insurance, Inc. DE Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/04/19 2019 Hub International Limited Stevens-Dell & Associates Insurance, Inc. AR Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/01/19 2019 Acrisure, LLC Exceptional Risk Advisors, LLC NJ Independent Agency/Broker- Private Capital Backed MGA P&C
11/01/19 2019 Acrisure, LLC Folan Agency Ltd. NY Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Acrisure, LLC Undisclosed insurance agency CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/01/19 2019 Acrisure, LLC Undisclosed insurance agency NY Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Acrisure, LLC Undisclosed insurance agency MI Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Acrisure, LLC Undisclosed insurance agency TN Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Alera Group, Inc. Healthcare Liability Insurance Book Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Alera Group, Inc. Undisclosed Third Party Administrator CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/01/19 2019 BroadStreet Partners, Inc. Book of business MN Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/01/19 2019 BroadStreet Partners, Inc. Certain insurance assets NC Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 BroadStreet Partners, Inc. Certain insurance assets MN Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 BroadStreet Partners, Inc. Certain insurance assets AR Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 BroadStreet Partners, Inc. Certain insurance assets GA Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 BroadStreet Partners, Inc. Certain insurance assets NC Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 BroadStreet Partners, Inc. Independent Agency in Texas TX Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Element Risk Management Barnes & Phillips Insurance & Financial Services /Crawford Insurance Company/Brenner Insurance GA Independent Agency/Broker Retail Multi Line
11/01/19 2019 Hilb Group LLC Gould & Naimoli Partners LLC MA Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Hilb Group LLC Ivy West Insurance Agency Inc. MA Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Patriot Growth Insurance Services, LLC Landmark Insurance Associates, Inc GA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/01/19 2019 Spire Risk Management, LLC EBS Employee Benefit Services, Inc TX Independent Agency/Broker Retail EB & Consulting
11/01/19 2019 World Insurance Associates, LLC J & S Risk Planning Group, LLC NY Independent Agency/Broker Retail Multi Line
11/01/19 2019 World Insurance Associates, LLC McMillan Insurance Group TX Independent Agency/Broker Retail P&C
11/01/19 2019 World Insurance Associates, LLC Undisclosed insurance broker NY Independent Agency/Broker Retail P&C
10/31/19 2019 AccuRisk Solutions LLC M-D Underwriting Services, Inc. TN Independent Agency/Broker MGA P&C
10/31/19 2019 Marsh & McLennan Companies, Inc. Benefits Reports Insurance Services, Inc MA Public Broker Retail EB & Consulting
10/31/19 2019 Seeman Holtz Property and Casualty, Inc. Tailored Solutions KB Development, Inc. GA Independent Agency/Broker- Private Capital Backed Wholesale EB & Consulting
10/30/19 2019 Integrity Marketing Group LLC Great American Legacy, Inc. IA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
10/30/19 2019 The Carlyle Group The Hilb Group, LLC VA Other Buyer Retail Multi Line
10/29/19 2019 Risk Strategies Company, LLC Dash & Love, Inc. PA Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/25/19 2019 Seeman Holtz Property and Casualty, Inc. GIA Insurance Agency, LLC NJ Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/23/19 2019 Arch Capital Group Ltd. Bonding & Insurance Specialists Agency, Inc IL Insurance Company MGA P&C
10/23/19 2019 Digital Insurance, Inc. HealthPointe Insurance Services LLC AR Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
10/23/19 2019 SSL Endeavour Limited WorldLink Holdings, LLC TX Independent Agency/Broker MGA P&C
10/22/19 2019 Integrity Marketing Group LLC Your Insurance Group, LLC FL Independent Agency/Broker- Private Capital Backed Retail P&C
10/21/19 2019 USI Holdings Corporation Scheetz & Hogan Insurance Agency, Inc. SC Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/18/19 2019 Brown & Brown, Inc. Roper Insurance & Financial Services, Inc. CO Public Broker Retail EB & Consulting
10/17/19 2019 Davies Group Limited Alternative Service Concepts, LLC TN Other Buyer Retail Multi Line
10/15/19 2019 EPIC (Edgewood Partners Insurance Center) Prime Risk Partners, Inc. GA Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/15/19 2019 Integrity Marketing Group LLC Family First Life, LLC CT Independent Agency/Broker- Private Capital Backed Retail P&C
10/15/19 2019 Parker, Smith & Feek, Inc. Undisclosed insurance agency Independent Agency/Broker Retail P&C
10/14/19 2019 Brown & Brown, Inc. VerHagen, Glendenning & Walker LLP TX Public Broker Retail P&C
10/11/19 2019 Brown & Brown, Inc. Poole Professional Companies NY Public Broker MGA P&C
10/11/19 2019 Cornell Capital, LLC Spectrum Automotive Holdings Corp. NJ Other Buyer Retail P&C
10/11/19 2019 Cross Insurance SSLP INC. CT Independent Agency/Broker Retail Multi Line
10/10/19 2019 Arthur J. Gallagher & Co. The Doyle Group, Inc. dba Direct To PolicyHolder FL Public Broker MGA P&C
10/10/19 2019 Higginbotham & Associates, Inc. Diversified Insurance Management, Inc. TX Independent Agency/Broker- Private Capital Backed Retail P&C
10/09/19 2019 Arthur J. Gallagher & Co. Garrett-Stotz Company KY Public Broker Retail Multi Line
10/08/19 2019 AssuredPartners, Inc. Ventura Pacific Insurance Services CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/08/19 2019 Entertainment Benefits Group, LLC Beneplace, LLC TX Independent Agency/Broker Wholesale Multi Line
10/07/19 2019 Hub International Limited LBA Insurance Services Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/07/19 2019 Salus Workers' Compensation, LLC Method, LLC NE Independent Agency/Broker MGA P&C
10/04/19 2019 AssuredPartners, Inc. Healthcare Consultants, Inc. TX Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
10/03/19 2019 AssuredPartners, Inc. Powderhorn Agency, Inc. CT Independent Agency/Broker- Private Capital Backed MGA P&C
10/03/19 2019 Connex Credit Union, Inc. Gloron Insurance Group, LLC NY Other Buyer Retail Multi Line
10/03/19 2019 Hub International Limited Doug Johnson Insurance, LLC FL Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
10/03/19 2019 Relation Insurance, Inc. Premier Consulting Partners, LLC OK Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/02/19 2019 Acadia Professional, LLC Toro Risk Consulting Group, LLC GA Independent Agency/Broker Retail P&C
10/02/19 2019 AmWINS Group Stealth Partner Group AZ Independent Agency/Broker- Private Capital Backed MGA P&C
10/02/19 2019 Warburg Pincus LLC Fetch Insurance Services, LLC PA Other Buyer MGA P&C
10/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency NY Independent Agency/Broker- Private Capital Backed Retail P&C
10/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker- Private Capital Backed Retail P&C
10/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency IL Independent Agency/Broker- Private Capital Backed Retail P&C
10/01/19 2019 BroadStreet Partners, Inc. Certain insurance assets OH Independent Agency/Broker- Private Capital Backed Retail P&C
10/01/19 2019 Heffernan Insurance Brokers Mahan Insurance Brokers, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
10/01/19 2019 Hilb Group LLC Avanti Associates Ltd. NY Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/01/19 2019 Hilb Group LLC LCIA, Inc. Campisano Insurance Company NJ Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/01/19 2019 Hilb Group LLC New Agency Partners LLC NJ Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/01/19 2019 Risk Strategies Company, LLC Vista Underwriting Partners, LLC PA Independent Agency/Broker- Private Capital Backed MGA P&C
09/30/19 2019 Risk Strategies Company, LLC Bedrick-Kaitz Agency, Inc. NY Independent Agency/Broker- Private Capital Backed Retail P&C
09/30/19 2019 South Plains Financial, Inc.