Industry Transactions
Acquisition Details
| Who’s Buying | |
|---|---|
| Insurance Brokers – Independent | 6 |
| Insurance Brokers – Public | 4 |
| Insurance Brokers – Private Capital-Backed | 31 |
| Insurance Carrier and Other | 7 |
| Banks and Thrifts | 0 |
| What’s Being Bought | |
|---|---|
| Full Service | 12 |
| P&C | 28 |
| Employee Benefits | 8 |
| Retail vs. Specialty | |
|---|---|
| Retail | 29 |
| Specialty | 19 |
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 10/27/2022.
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 |
|---|---|---|---|---|---|---|---|---|
| 07/25/23 | 2023 | Arthur J. Gallagher & Co. | Hagan Benefits, Inc. | Public Broker | Retail | EB & Consulting | Download | |
| 07/20/23 | 2023 | Gamie, LLC | Clark Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 07/20/23 | 2023 | Gamie, LLC | Private Management Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 07/20/23 | 2023 | OneDigital Health and Benefits | Henry Insurance Agency LLC | Independent Agency/Broker | Retail | Multi Line | ||
| 07/19/23 | 2023 | Hub International Limited | Assets Of Agency Two Insurance Marketing Group LLC | Independent Agency/Broker | Wholesale | P&C | ||
| 07/18/23 | 2023 | ALKEME Holdings Corporation | Paul Kinan Insurance Group | Independent Agency/Broker | Retail | P&C | Download | |
| 07/18/23 | 2023 | ALKEME Holdings Corporation | Wiggans Farha Insurance Group | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/18/23 | 2023 | Evertas, Inc. | Bitsure, LLC | Insurance Company | MGA | Multi Line | Download | |
| 07/18/23 | 2023 | OneDigital Health and Benefits | Vxtra Partners | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 07/18/23 | 2023 | Tokio Marine HCC | Gulf Guaranty Employee Benefit Services, Inc. | Insurance Company | MGA | EB & Consulting | Download | |
| 07/17/23 | 2023 | Hub International Limited | Edbrooke/Stelcner and Associates, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 07/14/23 | 2023 | Union Bay Risk Advisors LLC | May Insurance Services Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 07/13/23 | 2023 | ALKEME Holdings Corporation | Milestone Company LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 07/13/23 | 2023 | Arthur J. Gallagher & Co. | Benchmark Commercial Insurance Services, Inc. | Public Broker | Retail | P&C | Download | |
| 07/13/23 | 2023 | North Point Group, Inc. | Cooper Insurance & Associates, Inc | Independent Agency/Broker | Retail | P&C | ||
| 07/13/23 | 2023 | PointeNorth Insurance Group, LLC | Cooper Insurance & Associates, Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 07/12/23 | 2023 | Brown & Brown, Inc. | Evolve Cyber Insurance Services LLC | Public Broker | MGA | P&C | Download | |
| 07/10/23 | 2023 | Inszone Insurance Services, Inc. | Desert Cornerstone Insurance Service, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/07/23 | 2023 | Evertree Insurance | 1st American Insurance Agency, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 07/07/23 | 2023 | Evertree Insurance | Alliance Insurance Services | Independent Agency/Broker | Retail | P&C | Download | |
| 07/07/23 | 2023 | Evertree Insurance | The Banks Agency, | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/06/23 | 2023 | Alliant Insurance Services | Agency Services of Arkansas Inc | Independent Agency/Broker | MGA | P&C | ||
| 07/06/23 | 2023 | Arthur J. Gallagher & Co. | The Andersen Group | Public Broker | Retail | P&C | Download | |
| 07/06/23 | 2023 | Higginbotham & Associates, Inc. | Cress Insurance Consultants Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/06/23 | 2023 | Hub International Limited | Insurance Partners, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 07/05/23 | 2023 | Oakbridge Insurance Agency LLC | JHA Risk Management | Independent Agency/Broker | Retail | P&C | Download | |
| 07/01/23 | 2023 | Alera Group, Inc. | Rick Young & Associates, Inc. | Independent Agency/Broker | Retail | EB & Consulting | ||
| 07/01/23 | 2023 | BroadStreet Partners, Inc. | Assets of Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/23 | 2023 | BroadStreet Partners, Inc. | Assets of Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 07/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 07/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | Multi Line | ||
| 07/01/23 | 2023 | Evertree Insurance | Alex Johnson Insurance Agency Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 07/01/23 | 2023 | Evertree Insurance | State Of Art Insurance Agency Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/01/23 | 2023 | Novatae Risk Group | Assets of Far East Insurance Marketing, Inc. | Independent Agency/Broker | Wholesale | P&C | Download | |
| 07/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/23 | 2023 | World Insurance Associates, LLC | Business of Schlegel & Schlegel Insurance Brokers, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 07/01/23 | 2023 | World Insurance Associates, LLC | Business of Young Insurance Agency Group, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 06/30/23 | 2023 | Conrade Insurance Group, Inc. | Richey Health Benefits LLC | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 06/30/23 | 2023 | Kelso & Company, L.P. | First Insurance and Investments, Inc. | OH | Not Classified | Retail | Multi Line | Download |
| 06/30/23 | 2023 | NSM Insurance Group, Inc. | Shield Commercial Insurance Services Inc. | Independent Agency/Broker | MGA | P&C | Download | |
| 06/29/23 | 2023 | Arbour National | Southern Specialty Underwriters | GA | Wholesale | P&C | ||
| 06/28/23 | 2023 | Inszone Insurance Services | Nugen & Associates Insurance Services Inc. | CA | Insurance Broker | Retail | P&C | Download |
| 06/28/23 | 2023 | King Insurance Agency, Inc. | Pavese-Mccormick Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 06/27/23 | 2023 | NFP Corp. | FinTrust Insurance and Benefits, Inc. | FL | Retail | EB & Consulting | Download | |
| 06/20/23 | 2023 | Leavitt Central Coast Insurance Services, Inc. | Steve DeCarli Insurance Services | CA | Insurance Broker | Retail | P&C | Download |
| 06/16/23 | 2023 | First Mid Bancshares, Inc. | Purdum Gray Ingledue Beck, Inc. | IL | Insurance Broker | Retail | Multi Line | Download |
| 06/15/23 | 2023 | American Hardware & Lumber Insurance Agency, Inc | assets of Neumann Insurance Services Agency, LLC | Retail | P&C | Download | ||
| 06/14/23 | 2023 | Keystone Agency Partners LLC | Bogani Insurance Solutions, LLC | FL | Retail | EB & Consulting | Download | |
| 06/14/23 | 2023 | Keystone Agency Partners LLC | Providing Life & Health, LLC | Retail | EB & Consulting | Download | ||
| 06/13/23 | 2023 | ALKEME INC. | Daugherty Insurance Group, LLC | TX | Insurance Broker | Retail | Multi Line | Download |
| 06/13/23 | 2023 | TrueNorth Companies LLC | Dubuque Insurance Services | IA | Retail | Multi Line | Download | |
| 06/13/23 | 2023 | TrueNorth Companies LLC | Lauer & Lauer Insurance | IA | Retail | Multi Line | Download | |
| 06/13/23 | 2023 | TrueNorth Companies LLC | Lillis Insurance Agency | IA | Retail | Multi Line | Download | |
| 06/13/23 | 2023 | TrueNorth Companies LLC | Undisclosed Insurance Agency | IA | Retail | P&C | Download | |
| 06/12/23 | 2023 | Alliant Holdings, L.P. | Atlantic Insurance Agency Inc | IL | Retail | P&C | ||
| 06/12/23 | 2023 | Confie Holding II Co. | Travco Services, Inc. | TX | Insurance Broker | Wholesale | P&C | Download |
| 06/08/23 | 2023 | Hub International Limited | Business Benefits Resource LLC | MI | Insurance Broker | Retail | EB & Consulting | |
| 06/08/23 | 2023 | Hub International Limited | Creative Benefit Solutions | MI | Insurance Broker | Retail | EB & Consulting | |
| 06/08/23 | 2023 | Hub International Limited | Custom Results Corporate Consulting | MI | Insurance Broker | Retail | EB & Consulting | |
| 06/08/23 | 2023 | Hub International Limited | Health Insurance Consultants | MI | Insurance Broker | Retail | EB & Consulting | |
| 06/08/23 | 2023 | Hub International Limited | Johnston Lewis Associates Inc. | MI | Insurance Broker | Retail | Multi Line | |
| 06/08/23 | 2023 | Hub International Limited | T. Souphis Insurance Consulting LLC | MI | Insurance Broker | Retail | EB & Consulting | |
| 06/06/23 | 2023 | Ryan Specialty Holdings, Inc. | Certain Assets Of ACE Benefit Partners, Inc. | Insurance Broker | MGA | EB & Consulting | Download | |
| 06/06/23 | 2023 | Ryan Specialty Holdings, Inc. | Point6 Healthcare | TX | MGA | EB & Consulting | Download | |
| 06/06/23 | 2023 | Saybrus Partners | Prudential Life Distributors | Insurance Broker | Wholesale | EB & Consulting | Download | |
| 06/05/23 | 2023 | Hub International Limited | Employee benefits assets | Insurance Broker | Retail | EB & Consulting | ||
| 06/01/23 | 2023 | Accretive Insurance Solutions, Inc. | Property and casualty insurance services division of Breckenridge IS, Inc. | OH | Insurance Broker | MGA | P&C | |
| 06/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 06/01/23 | 2023 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 06/01/23 | 2023 | BroadStreet Partners, Inc. | Certain insurance assets | Insurance Broker | Retail | P&C | ||
| 06/01/23 | 2023 | BroadStreet Partners, Inc. | Certain insurance assets | Insurance Broker | Retail | P&C | ||
| 06/01/23 | 2023 | BroadStreet Partners, Inc. | Certain insurance assets | Insurance Broker | Retail | P&C | ||
| 06/01/23 | 2023 | Hub International Limited | EINSURANCE | IL | Wholesale | Multi Line | Download | |
| 06/01/23 | 2023 | Hub International Limited | Horan Health | OH | Retail | EB & Consulting | Download | |
| 06/01/23 | 2023 | Inszone Insurance Services, Inc. | Fogle Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 06/01/23 | 2023 | LTC Global, Inc. | The Blair Agency, Inc. | MO | Insurance Broker | Retail | EB & Consulting | Download |
| 06/01/23 | 2023 | Marsh & McLennan Companies, Inc. | SOLV Risk Solutions, LLC | TX | Insurance Broker | Retail | Multi Line | Download |
| 06/01/23 | 2023 | Risk Strategies Company, LLC | Strategic Benefit Solutions, Inc. | Independent Agency/Broker | Retail | EB & Consulting | ||
| 06/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Agency | Independent Agency/Broker | Retail | EB & Consulting | ||
| 06/01/23 | 2023 | Winged Keel Group, LLC | The Madison Group, Inc. | CO | Insurance Broker | Retail | EB & Consulting | Download |
| 06/01/23 | 2023 | World Insurance Associates LLC | Wm F. Borhek Insurance Agency, Inc | MA | Retail | P&C | Download | |
| 06/01/23 | 2023 | World Insurance Associates, LLC | Business of Shield Insurance Services, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 06/01/23 | 2023 | World Insurance Associates, LLC | M. Adams & Associates, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 05/31/23 | 2023 | Inszone Insurance Services, Inc. | MAURICE TAYLOR INSURANCE BROKERS, INC. | Independent Agency/Broker | Retail | P&C | ||
| 05/31/23 | 2023 | Inszone Insurance Services, Inc. | Starline Insurance Group | CA | Insurance Broker | Retail | P&C | Download |
| 05/31/23 | 2023 | Risk Strategies Company, LLC | Castle Rock Capacity LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 05/31/23 | 2023 | Risk Strategies Company, LLC | O'Brien McCarthy Associates, LLC | Independent Agency/Broker | Retail | P&C | ||
| 05/25/23 | 2023 | Inszone Insurance Services, Inc. | Citizens General Insurance Brokers, Inc | CA | Insurance Broker | Retail | Multi Line | Download |
| 05/24/23 | 2023 | ALKEME INC. | Lincoln Insurance | UT | Insurance Broker | Retail | P&C | Download |
| 05/24/23 | 2023 | Patriot Growth Insurance Services, LLC | The Dougherty Company, Inc. | CA | Insurance Broker | Retail | P&C | Download |
| 05/23/23 | 2023 | Arthur J. Gallagher & Co. | Insurance By Ken Brown, Inc. | FL | Insurance Broker | Retail | Multi Line | |
| 05/23/23 | 2023 | Inszone Insurance Services, Inc. | Specialty Contractors Insurance Services, Inc. | CA | Insurance Broker | Retail | P&C | Download |
| 05/23/23 | 2023 | Ryan Specialty Holdings, Inc. | Socius Insurance Services, Inc. | CA | Insurance Broker | Wholesale | P&C | Download |
| 05/17/23 | 2023 | ALKEME INC. | Infinity Insurance Group LLC | ID | Insurance Broker | Retail | Multi Line | Download |
| 05/16/23 | 2023 | Integrity Marketing Group, LLC | The Insurance Superstore Inc. | CO | Insurance Broker | Wholesale | EB & Consulting | Download |
| 05/16/23 | 2023 | Jab Holding Company S.à.R.L. | Pumpkin Insurance Services Inc. | NY | MGA | P&C | Download | |
| 05/15/23 | 2023 | High Street Insurance Partners, Inc. | Curley Associates | ME | Insurance Broker | Retail | P&C | Download |
| 05/15/23 | 2023 | High Street Insurance Partners, Inc. | The Yorke Agency, Inc. | PA | Insurance Broker | Retail | Multi Line | Download |
| 05/15/23 | 2023 | Risk Placement Services, Inc. | RHP General Agency, Inc. | TX | Insurance Broker | MGA | P&C | Download |
| 05/15/23 | 2023 | RSC Insurance Brokerage, Inc. | Combined Underwriters Of Miami, Inc. | FL | Insurance Broker | Retail | Multi Line | Download |
| 05/10/23 | 2023 | Alera Group, Inc. | Sheridan Insurance Group, LLC | TX | Insurance Broker | Retail | P&C | Download |
| 05/09/23 | 2023 | Confie Seguros, Inc. | Estrella Insurance Company | FL | Insurance Broker | Retail | P&C | Download |
| 05/08/23 | 2023 | Alliant Insurance Services, Inc. | Mcanally Wilkins Inc. | TX | Insurance Broker | Retail | P&C | Download |
| 05/08/23 | 2023 | Brown & Brown, Inc. | Brownlee Agency, Inc. | GA | Insurance Broker | Retail | P&C | Download |
| 05/08/23 | 2023 | Hub International Limited | Assets of Red Rock Financial, Inc. | Insurance Broker | Retail | Multi Line | ||
| 05/05/23 | 2023 | Maury Donnelly & Parr, Inc. | Canusa Insurance Services LLC | FL | Insurance Broker | Retail | P&C | Download |
| 05/04/23 | 2023 | Arthur J. Gallagher & Co. | Leavitt Insurance Services of Los Angeles | CA | Insurance Broker | Retail | P&C | Download |
| 05/03/23 | 2023 | IMA Financial Group, Inc. | ECM Solutions, LLC | NC | Insurance Broker | Retail | Multi Line | Download |
| 05/03/23 | 2023 | Simplicity Financial Marketing Holdings, Inc. | Goheen Companies | TX | Retail | EB & Consulting | Download | |
| 05/02/23 | 2023 | American Financial Group, Inc. | Crop Risk Services, Inc. | IL | Insurance Underwriter | MGA | P&C | Download |
| 05/02/23 | 2023 | Borisoff Insurance Services, Inc. | Business of Commonwealth Underwriters, Ltd. | Insurance Broker | MGA | P&C | Download | |
| 05/02/23 | 2023 | Griffin Insurance Agency, Inc. | Simmons Insurance Agency, Inc. | NC | Insurance Broker | Retail | Multi Line | Download |
| 05/02/23 | 2023 | Heffernan Insurance Brokers, Inc. | Stitz & Associates, Inc. | MO | Insurance Broker | Retail | EB & Consulting | Download |
| 05/02/23 | 2023 | HUB International Los Angeles | Assets Of The Wooditch Company Insurance Services Inc. | CA | Insurance Broker | Retail | P&C | Download |
| 05/02/23 | 2023 | Integrity Marketing Group, LLC | Consolidated Marketing Group, PC | TN | Insurance Broker | Wholesale | EB & Consulting | Download |
| 05/02/23 | 2023 | RSC Insurance Brokerage, Inc. | International Insurance Brokers, Ltd. | OK | Insurance Broker | Retail | Multi Line | Download |
| 05/01/23 | 2023 | Accretive Insurance Solutions, Inc. | Manquen Vance | MI | Retail | EB & Consulting | ||
| 05/01/23 | 2023 | BroadStreet Partners, Inc. | Book of Business | GA | Insurance Broker | Retail | P&C | |
| 05/01/23 | 2023 | BroadStreet Partners, Inc. | Certain insurance assets | CO | Insurance Broker | Retail | P&C | |
| 05/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | TN | Insurance Broker | Retail | P&C | |
| 05/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | SD | Insurance Broker | Retail | EB & Consulting | |
| 05/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | IN | Insurance Broker | Retail | P&C | |
| 05/01/23 | 2023 | Charlesbank Capital Partners, LLC | B. R. Alexander & Co. Inc. | MA | Insurance Broker | Retail | P&C | Download |
| 05/01/23 | 2023 | Charlesbank Capital Partners, LLC | Bryant Asset Protection, Inc. | NY | Insurance Broker | Retail | Multi Line | Download |
| 05/01/23 | 2023 | Charlesbank Capital Partners, LLC | Mogil Organization, LLC | NY | Insurance Broker | Retail | Multi Line | Download |
| 05/01/23 | 2023 | Choice Insurance Agency LLC | Jeff D. Hackmeier & Associates INC. | Independent Agency/Broker | Retail | EB & Consulting | ||
| 05/01/23 | 2023 | G&G Independent Insurance | Robbins Insurance Group, LLC | MO | Insurance Broker | Retail | P&C | Download |
| 05/01/23 | 2023 | Heffernan Insurance Brokers | Barbary Insurance Brokerage | Independent Agency/Broker | Retail | P&C | Download | |
| 05/01/23 | 2023 | Hylant Group, Inc. | Aegis Insurance Services, Inc. | GA | Insurance Broker | Retail | P&C | Download |
| 05/01/23 | 2023 | Inszone Insurance Services, Inc. | Quail Ridge Insurance Services | Independent Agency/Broker | Retail | Multi Line | Download | |
| 05/01/23 | 2023 | Inszone Insurance Services, Inc. | Titan global insurance brokerage Inc. | Independent Agency/Broker | Retail | P&C | ||
| 05/01/23 | 2023 | Onegroup NY, Inc. | Certain Assets Of Hyde Park Insurance Services, Inc. | Insurance Broker | Retail | P&C | ||
| 05/01/23 | 2023 | Risk Strategies Company, LLC | Hooper Hayes & Rogan Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 05/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Agency | Independent Agency/Broker | Retail | EB & Consulting | ||
| 05/01/23 | 2023 | The McGowan Companies | Certain assets of Conway | Independent Agency/Broker | MGA | Multi Line | Download | |
| 05/01/23 | 2023 | The McGowan Companies | Clipeum Group | Independent Agency/Broker | MGA | Multi Line | Download | |
| 04/30/23 | 2023 | Conrade Insurance Group, Inc. | Boston Insurance Brokers LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 04/26/23 | 2023 | Kelso & Company, L.P. | Johnson Insurance Services, LLC | WI | Not Classified | Retail | Multi Line | Download |
| 04/25/23 | 2023 | Integrity Marketing Group LLC | Sellyei & Rundle | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 04/25/23 | 2023 | Zinnia, LLC | Policygenius Inc. | NY | Financial Technology | Retail | Multi Line | |
| 04/24/23 | 2023 | Goosehead Insurance, Inc | Vivint Insurance Agency’s Current Book Of Business | Insurance Broker | Retail | P&C | ||
| 04/24/23 | 2023 | Kelso & Company, L.P. | JW Bond Consultants, Inc. | PA | Not Classified | MGA | P&C | Download |
| 04/24/23 | 2023 | NFP Corp. | Diversified Brokerage Services | Wholesale | EB & Consulting | |||
| 04/24/23 | 2023 | Risk Strategies Company, LLC | Bryant Surety Bonds, Inc. | MGA | P&C | Download | ||
| 04/24/23 | 2023 | Risk Strategies Company, LLC | Lance Surety Bonds Associates, Inc. | MGA | P&C | Download | ||
| 04/20/23 | 2023 | Inshur Inc. | American Business Insurance Services, Inc. | CA | Insurance Underwriter | Retail | P&C | Download |
| 04/19/23 | 2023 | Hub International Limited | Brady Risk Management, Inc. | MGA | P&C | Download | ||
| 04/19/23 | 2023 | Simplicity Group Holdings, Inc. | Commonwealth Capital Brokerage | Wholesale | EB & Consulting | Download | ||
| 04/13/23 | 2023 | Alera Group, Inc. | iPros Insurance Professionals | CA | Insurance Broker | Retail | EB & Consulting | Download |
| 04/13/23 | 2023 | Hub International Limited | Assets of Weiss-Schantz Agency | PA | Insurance Broker | Retail | P&C | Download |
| 04/13/23 | 2023 | Inszone Insurance Services, Inc. | Champions Insurance Group | TX | Insurance Broker | Retail | Multi Line | Download |
| 04/12/23 | 2023 | ABRY Partners, LLC | Milestone Risk Management | CA | Retail | Multi Line | Download | |
| 04/12/23 | 2023 | Lifeley, LLC | Certainty Financial Group | CA | Insurance Broker | Wholesale | EB & Consulting | Download |
| 04/11/23 | 2023 | Fairfield County Bank | Antalek & Moore Insurance Agency, LLC | NY | Savings Bank/Thrift/Mutual | Retail | P&C | Download |
| 04/11/23 | 2023 | Inszone Insurance Services, Inc. | Hahn & Associates Inc. | CO | Insurance Broker | Retail | P&C | Download |
| 04/11/23 | 2023 | Integrity Marketing Group, LLC | MediSource | AR | Insurance Broker | Wholesale | EB & Consulting | Download |
| 04/10/23 | 2023 | Arthur J. Gallagher & Co. | Boley Featherston Insurance | TX | Insurance Broker | Retail | Multi Line | Download |
| 04/07/23 | 2023 | NFP Corp. | Presidio Financial Services Corp. | CA | Insurance Broker | Retail | P&C | Download |
| 04/06/23 | 2023 | Hub International Limited | Assets Of DeFranco Insurance, Inc. | WA | Insurance Broker | Retail | P&C | Download |
| 04/06/23 | 2023 | Keystone Agency Partners LLC | K&B Financial Inc. | IL | Insurance Broker | MGA | EB & Consulting | |
| 04/05/23 | 2023 | Hub International Limited | Cherokee Capital Inc. | MT | Insurance Broker | Retail | Multi Line | Download |
| 04/05/23 | 2023 | Senior Market Sales, Inc. | Sizeland Medicare Strategies | Insurance Broker | Wholesale | EB & Consulting | Download | |
| 04/04/23 | 2023 | Arthur J. Gallagher & Co. | Quality First Insurance, LLC | NE | Insurance Broker | Retail | EB & Consulting | |
| 04/04/23 | 2023 | Hub International Limited | Assets of Horizon Agency, Inc. | MN | Insurance Broker | Retail | Multi Line | Download |
| 04/04/23 | 2023 | Hub International Limited | Squaremouth | MGA | P&C | Download | ||
| 04/04/23 | 2023 | Kelso & Company, L.P. | May, Bonee & Clark Insurance | CT | Not Classified | Retail | Multi Line | Download |
| 04/04/23 | 2023 | Oklahoma General Agency Inc | Jaeger + Haines, Inc. | AR | Insurance Broker | Wholesale | P&C | Download |
| 04/04/23 | 2023 | Patriot Growth Insurance Services, LLC | John Petschauer, Inc. | NY | Insurance Broker | Retail | Multi Line | Download |
| 04/03/23 | 2023 | Arch Capital Group Ltd. | Verifly Insurance Services, Inc. | NY | Insurance Underwriter | MGA | P&C | |
| 04/03/23 | 2023 | Investor Group | CrossCover Insurance Services, LLC | TX | Not Classified | MGA | P&C | Download |
| 04/03/23 | 2023 | Keystone Agency Partners LLC | Assets of Dennis Machor Insurance Agency, Inc. | Insurance Broker | Retail | Multi Line | ||
| 04/03/23 | 2023 | Keystone Agency Partners LLC | Assets of Harbour Risk Management LLC | Insurance Broker | Retail | P&C | ||
| 04/03/23 | 2023 | Keystone Agency Partners LLC | Certain Assets of AJB Group, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 04/03/23 | 2023 | Keystone Agency Partners LLC | Membership Interest of Roland, Abbott, & Dezoort Insurance Agency, LLC | GA | Insurance Broker | Retail | Multi Line | Download |
| 04/03/23 | 2023 | Oakbridge Insurance Agency LLC | Wilson Insurance Agency | GA | Insurance Broker | Retail | Multi Line | Download |
| 04/01/23 | 2023 | Alliant Insurance Services, Inc. | Windmark Insurance Agency, Inc | TX | Insurance Broker | Retail | P&C | Download |
| 04/01/23 | 2023 | Heffernan Insurance Brokers | Maffei Insurance & Financial Services | Independent Agency/Broker | Retail | P&C | Download | |
| 04/01/23 | 2023 | The Carlyle Group Inc. | Commercial and Personal Lines Property and Casualty (P&C) Business | Asset Manager | Retail | P&C | ||
| 04/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 04/01/23 | 2023 | The Phanco Group | Bob Warner Insurance Agency, Inc. | CA | Insurance Broker | Retail | P&C | Download |
| 04/01/23 | 2023 | TWFG Insurance Services, Inc. | Ralph E. Wade Insurance Agency Inc. | OH | Insurance Broker | Retail | Multi Line | Download |
| 04/01/23 | 2023 | World Insurance Associates LLC | Business of Rubicon Benefits LLC | Insurance Broker | Retail | EB & Consulting | Download | |
| 04/01/23 | 2023 | World Insurance Associates LLC | Morris Insurance Group, Inc. | MI | Insurance Broker | Retail | P&C | Download |
| 03/31/23 | 2023 | Bregal Sagemount | Neptune Flood Inc | MGA | P&C | Download | ||
| 03/31/23 | 2023 | DOXA Insurance Holdings LLC | Preferred Aviation Underwriters | MGA | P&C | Download | ||
| 03/31/23 | 2023 | King Insurance Agency, Inc. | Gene Hallmark Insurance | Independent Agency/Broker | Retail | Multi Line | ||
| 03/31/23 | 2023 | White Mountains Insurance Group, Ltd. | DOXA Insurance Holdings LLC | Wholesale | P&C | Download | ||
| 03/29/23 | 2023 | Sproutt | The Reder Agency | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 03/27/23 | 2023 | Alliant Insurance Services | O'Neill Marketing | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 03/23/23 | 2023 | Warner Pacific Insurance Services, Inc. | The Agents Marketing Group, Inc. | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 03/22/23 | 2023 | Simplicity Group Holdings, Inc. | Truluma, Inc. | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 03/20/23 | 2023 | NSM Insurance Group, Inc. | Insurance businesses of ELMC | Independent Agency/Broker | MGA | P&C | Download | |
| 03/14/23 | 2023 | Where Relationships Matter Group, LLC | Flowers Insurance Agency, LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/08/23 | 2023 | Burns & Wilcox Ltd. | McIntyre & Associates, Inc. | Independent Agency/Broker | MGA | P&C | Download | |
| 03/08/23 | 2023 | High Street Insurance Partners, LLC | Stratton Insurance Services, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/08/23 | 2023 | Kohlberg & Company, LLC | The Paragon Alliance Group, LLC | Other Buyer | Retail | P&C | ||
| 03/07/23 | 2023 | NSI Insurance Group | Insure-link, Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 03/06/23 | 2023 | Hub International Limited | Assets of Glacier Insurance of Libby, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/03/23 | 2023 | Keystone Agency Investors LLC | Walton Insurance Group | Independent Agency/Broker | Retail | Multi Line |
