Industry Transactions
Industry Transaction Details (as of February 28, 2025)
| Who’s Buying | |
|---|---|
| Insurance Brokerage | 785 |
| Insurance Carrier and Other | 18 |
| Banks and Thrifts | 7 |
| What’s Being Bought | |
|---|---|
| Full Service | 171 |
| P&C | 476 |
| Employee Benefits | 164 |
| Retail vs. Specialty | |
|---|---|
| Retail | 699 |
| Specialty | 112 |
All transactions listed are announced deals involving public companies, private equity backed brokers, private companies, banks, InsurTech companies (2017-2018 only) as well as others including private equity groups, underwriters, specialty lenders, etc. All targets are U.S. only. This data displays a snapshot at a particular point in time and has not been updated to reflect subsequent changes in prior years, if any. MarshBerry estimates that only 50 – 60% of all transactions are actually made public. Past performance is not necessarily indicative of future results. Data reported YTD as of 2/28/2025
Source: S&P Global Market Intelligence, Insurance Journal, and other publicly available sources
<- If necessary, scroll to view table info ->
| Announced Date | Deal Year | Buyer | Seller | Seller Location | Buyer Type | Seller Type | Seller Line of Business | Press Release |
|---|---|---|---|---|---|---|---|---|
| 01/03/23 | 2023 | Keystone Agency Investors LLC | Brian Laudanno Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 01/03/23 | 2023 | Keystone Agency Investors LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/03/23 | 2023 | Keystone Agency Investors LLC | VMC Insurance Group | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | Patriot Growth Insurance Services, LLC | Wilde Insurance Services | FL | Independent Agency/Broker | Retail | P&C | |
| 01/01/23 | 2023 | Richards Group | W.H. Shaw Insurance Agency | VT | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/01/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 01/01/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 01/01/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 01/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Asset | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Asset | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Asset and Contribution | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Asset and Contribution | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | Choice Financial Group | Adams Insurance & Financial | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | Choice Financial Group | Syms Insurance Agency Inc. | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | Correll Insurance Group, Inc | SouthPoint Risk/Insight Risk Management | Independent Agency/Broker | Retail | Multi Line | Download | |
| 01/01/23 | 2023 | Heffernan Insurance Brokers | Kettering Rose Insurance, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 01/01/23 | 2023 | King Insurance Agency, Inc. | Accord Insurance Network Of Palm Coast Inc. | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | The Hilb Group, LLC | E/G of Florida | Independent Agency/Broker | Retail | P&C | Download | |
| 01/01/23 | 2023 | World Insurance Associates, LLC | Business of K. Bell and Associates, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 01/01/23 | 2023 | World Insurance Associates, LLC | Finger Lakes Partners Insurance Services, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 12/12/22 | 2022 | High Street Insurance Partners, LLC | Hanasab Insurance Services, LLC | CA | Independent Agency/Broker | Retail | P&C | Download |
| 12/11/22 | 2022 | Ryan Specialty Group, LLC | Certain assets of Griffin Underwriting Services | WA | Public Broker | MGA | P&C | Download |
| 12/10/22 | 2022 | Kastor Holdings Limited | BritAmerica Management Group, Inc. | TX | Other Buyer | MGA | P&C | Download |
| 12/09/22 | 2022 | Arthur J. Gallagher & Co. | Mahowald Insurance LLC | MN | Public Broker | Retail | Multi Line | Download |
| 12/08/22 | 2022 | Hub International Limited | AM Insurance Services | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/07/22 | 2022 | Alliant Insurance Services | Polley Insurance and Risk Management | CA | Independent Agency/Broker | Retail | P&C | Download |
| 12/06/22 | 2022 | Hub International Limited | Assets of Business Underwriters Associates, LLC | Independent Agency/Broker | MGA | EB & Consulting | ||
| 12/06/22 | 2022 | Woodlands Financial Group | American Insurance Strategies, LLC | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/02/22 | 2022 | Texas State Bankshares, Inc. | Mission Duncan Insurance Agency, Inc. | TX | Bank or Thrift | Retail | Multi Line | Download |
| 12/02/22 | 2022 | Texas State Bankshares, Inc. | Mission Duncan Insurance Agency, Inc. | TX | Bank or Thrift | Retail | Multi Line | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | NC | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | WA | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed Insurance Agency | NJ | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed Insurance Agency | KY | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed Insurance Agency | NJ | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed Insurance Agency | KY | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Alera Group, Inc. | Bernardini & Donovan Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/22 | 2022 | Alera Group, Inc. | John Hackney Agency Inc. | NC | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/22 | 2022 | Alera Group, Inc. | Quote Selection Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/01/22 | 2022 | Alera Group, Inc. | Reaume Insurance Solutions | CA | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/22 | 2022 | Alera Group, Inc. | Shea Insurance, LLC | NV | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/22 | 2022 | Alera Group, Inc. | Undisclosed Insurance Agency | NC | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Alera Group, Inc. | Undisclosed Insurance Agency | CA | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | AssuredPartners, Inc. | Witkemper Insurance Group | IN | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | CT | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | KY | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | TX | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | MS | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | KY | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | TX | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Cadence Bank | Certain assets of Warriner & Associates Insurance Services Inc. and Warriner Sol | TX | Bank or Thrift | Retail | P&C | Download |
| 12/01/22 | 2022 | High Street Insurance Partners, LLC | Benefit Indemnity Corporation | MD | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/01/22 | 2022 | High Street Insurance Partners, LLC | The Nowell Agency Inc | MS | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Hub International Limited | Dale Barton Agency | UT | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/22 | 2022 | Hub International Limited | Invensure Insurance Brokers, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 12/01/22 | 2022 | King Insurance Agency, Inc. | Jean Arthur Associates, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/22 | 2022 | Marsh & McLennan Companies, Inc. | McDonald Zaring Insurance, Inc. | WA | Public Broker | Retail | Multi Line | Download |
| 12/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Direct Dealer Services, Inc. | IL | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/22 | 2022 | Risk Strategies Company, LLC | Ladmar Group LLC | NY | Independent Agency/Broker | MGA | EB & Consulting | |
| 12/01/22 | 2022 | The Hilb Group, LLC | Gillman Insurance Inc. | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/22 | 2022 | The Hilb Group, LLC | OceanPoint Insurance Agency, Inc. | RI | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/22 | 2022 | Warburg Pincus LLC | K2 Insurance Services, LLC | CA | Other Buyer | MGA | P&C | Download |
| 12/01/22 | 2022 | World Insurance Associates, LLC | Future Insurance Group Inc. | IN | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | World Insurance Associates, LLC | Undisclosed insurance agency | NJ | Independent Agency/Broker | Retail | P&C | |
| 11/30/22 | 2022 | AmWINS Group | Arena Special Risks' wholesale business | PA | Independent Agency/Broker | Wholesale | P&C | Download |
| 11/30/22 | 2022 | AmWINS Group | Arena Special Risks' wholesale business | Independent Agency/Broker | Wholesale | P&C | Download | |
| 11/30/22 | 2022 | Risk Strategies Company, LLC | Tanenbaum Harber of Florida, LLC | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/29/22 | 2022 | AssuredPartners, Inc. | Alpine Insurance Associates, Inc. | NV | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/29/22 | 2022 | Simplicity Group Holdings, Inc. | Triton Brokerage Group, Inc. | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/29/22 | 2022 | South Carolina Federal Credit Union | Arthurs Insurance & Risk Management Services LLC | SC | Bank or Thrift | Retail | Multi Line | Download |
| 11/28/22 | 2022 | Arthur J. Gallagher & Co. | Bulen & Associates Insurance Services Inc. | CA | Public Broker | Retail | P&C | Download |
| 11/28/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Voluntary Benefits At Work, Inc. | GA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/22/22 | 2022 | Risk Strategies Company, LLC | instaCOVER, LLC | WA | Independent Agency/Broker | MGA | P&C | Download |
| 11/22/22 | 2022 | Risk Strategies Company, LLC | instaCOVER, LLC | WA | Independent Agency/Broker | Wholesale | P&C | Download |
| 11/21/22 | 2022 | CIVC Partners, L.P. | Signers National, LLC | NY | Other Buyer | MGA | Multi Line | |
| 11/17/22 | 2022 | Digital Insurance, Inc. | The Fiducia Benefits Group | MN | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/17/22 | 2022 | King Insurance Agency, Inc. | Hunt Insurance Group, LLC | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/17/22 | 2022 | NFP Corp. | Juno Search Partners, LLC | PA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/15/22 | 2022 | Alera Group, Inc. | Property and Casualty Insurance Business | Independent Agency/Broker | Retail | P&C | ||
| 11/14/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Milz Health Group | WI | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/14/22 | 2022 | Risk Strategies Company, LLC | Comprehensive Planning Goodman LLC | NY | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/14/22 | 2022 | Towne Insurance Agency | Charles W. Lockhart Insurance Agency, Inc. | NC | Independent Agency/Broker | Retail | Multi Line | |
| 11/10/22 | 2022 | Alera Group, Inc. | ELMC Rx Consulting | PA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/09/22 | 2022 | Arthur J. Gallagher & Co. | Patent Insurance Underwriting Services Ltd. LLC | CA | Public Broker | MGA | P&C | Download |
| 11/07/22 | 2022 | AmeriLife Group, L.L.C. | TruChoice Financial Group | MN | Other Buyer | Wholesale | EB & Consulting | Download |
| 11/07/22 | 2022 | Thomas H. Lee Partners, L.P. | Truchoice Financial Group, LLC | MN | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/04/22 | 2022 | AmTrust Financial Services, Inc. | Contractor Managing General Insurance Agency, Inc. | CA | Insurance Company | MGA | EB & Consulting | Download |
| 11/04/22 | 2022 | Keystone Agency Investors LLC | Legacy Solutions Insurance, LLC | KS | Independent Agency/Broker | Retail | P&C | |
| 11/04/22 | 2022 | Oakbridge Insurance Agency LLC | Insurance Brokers Of Georgia, Inc. | GA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/04/22 | 2022 | Oakbridge Insurance Agency LLC | NorthShore Insurance, LLC | TN | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/03/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker | Retail | P&C | |
| 11/03/22 | 2022 | Hub International Limited | Priority Insurance Associates LLC | AZ | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/02/22 | 2022 | Alliant Insurance Services | Trivedi-Capacity Associates, LLC | NJ | Independent Agency/Broker | MGA | P&C | Download |
| 11/02/22 | 2022 | Arthur J. Gallagher & Co. | Tejas American General Agency, LLC | TX | Public Broker | MGA | P&C | Download |
| 11/02/22 | 2022 | Keystone Agency Investors LLC | Assets of C.A.R. Insurance Inc. | IN | Independent Agency/Broker | Retail | P&C | |
| 11/02/22 | 2022 | Keystone Agency Investors LLC | Cartier Agency Inc. | MN | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/02/22 | 2022 | Marsh & McLennan Companies, Inc. | Bradley Insurance Agency | TN | Public Broker | Retail | Multi Line | Download |
| 11/01/22 | 2022 | Alera Group, Inc. | Benson Blackburn, LLC | FL | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/01/22 | 2022 | Alera Group, Inc. | Book of business | Independent Agency/Broker | Retail | P&C | ||
| 11/01/22 | 2022 | Alera Group, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 11/01/22 | 2022 | Ambac Financial Group Inc. | All Trans Risk Solutions LLC | NJ | Insurance Company | MGA | P&C | Download |
| 11/01/22 | 2022 | Ambac Financial Group Inc. | Capacity Marine Corporation | NJ | Insurance Company | MGA | P&C | Download |
| 11/01/22 | 2022 | Assurant, Inc. | American Lease Insurance Agency Corporation | MA | Insurance Company | MGA | P&C | Download |
| 11/01/22 | 2022 | Berends Hendricks Stuit Insurance Agency, Inc. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 11/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | Independent Agency/Broker | Retail | P&C | ||
| 11/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | AR | Independent Agency/Broker | Retail | P&C | |
| 11/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | IN | Independent Agency/Broker | Retail | P&C | |
| 11/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | MI | Independent Agency/Broker | Retail | P&C | |
| 11/01/22 | 2022 | Brown & Brown, Inc. | Flood insurance policy book | Public Broker | Retail | P&C | ||
| 11/01/22 | 2022 | Heffernan Insurance Brokers, Inc. | SGB Insurance Services Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 11/01/22 | 2022 | Heffernan Insurance Brokers, Inc. | The Bon Agency Insurance | UT | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/01/22 | 2022 | Higginbotham Insurance Agency, Inc. | Undisclosed Insurance Agency | GA | Independent Agency/Broker | Retail | P&C | |
| 11/01/22 | 2022 | Higginbotham Insurance Agency, Inc. | Undisclosed Insurance Agency | LA | Independent Agency/Broker | Retail | P&C | |
| 11/01/22 | 2022 | High Street Insurance Partners, LLC | Autumn Insurance and Benefits | MI | Independent Agency/Broker | MGA | P&C | Download |
| 11/01/22 | 2022 | High Street Insurance Partners, LLC | CMA Agency, Inc. | GA | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/22 | 2022 | Hub International Limited | Assets of Catapult Insurance Solutions, LLC | TX | Independent Agency/Broker | MGA | Multi Line | |
| 11/01/22 | 2022 | Inszone Insurance Services, Inc. | David Tennant Insurance Agency Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/22 | 2022 | Inszone Insurance Services, Inc. | Sonora Insurance Agency Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/22 | 2022 | Investor group | Asbestos Liabilities and Certain Assets of SPX Technologies | Other Buyer | Retail | P&C | Download | |
| 11/01/22 | 2022 | Marsh & McLennan Companies, Inc. | Focus Insurance & Financial Services | TX | Public Broker | Retail | P&C | Download |
| 11/01/22 | 2022 | Northlane Capital Partners, LLC | Cody Group | NY | Other Buyer | Retail | Multi Line | |
| 11/01/22 | 2022 | Northlane Capital Partners, LLC | Mountaineer Insurance Services, Inc. | WV | Other Buyer | Retail | Multi Line | |
| 11/01/22 | 2022 | Relation Insurance, Inc. | Assets of Garrity Insurance | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/01/22 | 2022 | Student Medicover CO. LLC | NYIS Insurance Service Inc. | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/01/22 | 2022 | The Hilb Group, LLC | Sharpline Insurance Brokerages LLC | PA | Independent Agency/Broker | Retail | P&C | Download |
| 11/01/22 | 2022 | The Hilb Group, LLC | Vinton Insurance Services, Inc. | MD | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/01/22 | 2022 | World Insurance Associates, LLC | DG&M Agency, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/01/22 | 2022 | World Insurance Associates, LLC | MarketScout Corporation | TX | Independent Agency/Broker | MGA | P&C | |
| 10/27/22 | 2022 | Johnson & Johnson, Inc. | Insurance House | Independent Agency/Broker | MGA | P&C | ||
| 10/27/22 | 2022 | Ryan Specialty Group, LLC | Certain assets of Centurion Liability Insurance Services, LLC | CA | Independent Agency/Broker | Wholesale | P&C | Download |
| 10/24/22 | 2022 | AmTrust Financial Services, Inc. | Dual North America - Middle Market Management Liability Business | Insurance Company | MGA | P&C | Download | |
| 10/20/22 | 2022 | Arthur J. Gallagher & Co. | Cason, Huff, & Schlueter, Inc. | IL | Public Broker | Retail | Multi Line | Download |
| 10/19/22 | 2022 | The Hilb Group, LLC | Allegacy Benefit Solutions LLC | NC | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/18/22 | 2022 | Meiji Yasuda Life Insurance Company | Retirement Recordkeeping Business | Insurance Company | Retail | EB & Consulting | Download | |
| 10/14/22 | 2022 | Independence Pet Group, Inc. | Crum & Forster Pet/Pethealth Inc. | OH | Independent Agency/Broker | MGA | P&C | |
| 10/12/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Infuse Development LLC | WV | Independent Agency/Broker | Retail | P&C | Download |
| 10/11/22 | 2022 | AssuredPartners, Inc. | Quest Benefits, Inc | VA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/06/22 | 2022 | Safety Insurance Group, Inc. | The assets and operations of Northeast Insurance Agency Inc | Insurance Company | Retail | P&C | Download | |
| 10/04/22 | 2022 | Hub International Limited | The assets of each of Peel & Holland Holdings Inc, Hartin Dynamics LLC, and Bl | KY | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/03/22 | 2022 | Alera Group, Inc. | Haylor, Freyer & Coon, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 10/03/22 | 2022 | Confie Seguros Insurance Services | CoWest Insurance Group, Inc. | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/03/22 | 2022 | Galway Insurance Holdings | Assets of Tarheel Insurance Services, Inc. | NC | Independent Agency/Broker | Retail | P&C | |
| 10/03/22 | 2022 | Galway Insurance Holdings | The National Benefit Corp. | IA | Independent Agency/Broker | Wholesale | EB & Consulting | |
| 10/03/22 | 2022 | Hub International Limited | Guide Insurance Services, Inc. | WA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/03/22 | 2022 | Keystone Agency Investors LLC | Certain Assets of Win Hill Insurance Associates, Inc. | KS | Independent Agency/Broker | Retail | P&C | |
| 10/01/22 | 2022 | Alera Group, Inc. | The Murray Insurance Agency Inc | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/01/22 | 2022 | BroadStreet Partners, Inc. | Book of Business | IN | Independent Agency/Broker | Retail | P&C | |
| 10/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | IN | Independent Agency/Broker | Retail | P&C | |
| 10/01/22 | 2022 | Gamie, LLC | B. Wood Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | |
| 10/01/22 | 2022 | World Insurance Associates, LLC | Hawkeye Wholesale Insurance Services, Inc. | WA | Independent Agency/Broker | Retail | P&C | Download |
| 09/30/22 | 2022 | Alliant Insurance Services | The Buckley Insurance Group, LLC | NJ | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/30/22 | 2022 | Core Specialty Insurance Holdings, Inc. | Hallmark Financial Services Excess and Surplus Lines Operations | Insurance Company | Retail | P&C | Download | |
| 09/29/22 | 2022 | Arthur J. Gallagher & Co. | M&T Insurance Agency, Inc. | NY | Public Broker | Retail | P&C | Download |
| 09/29/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | 1 Source Business Solutions | UT | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/28/22 | 2022 | Alliance 360° Insurance Solutions | M.I. Insurance Solutions | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/27/22 | 2022 | Risk Strategies Company, LLC | C&M First Services Inc. | NY | Independent Agency/Broker | MGA | Multi Line | |
| 09/23/22 | 2022 | Focus Financial Partners Inc. | Alpha Insurance Group, Inc. | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/22/22 | 2022 | Comprehensive Healthcare Systems Inc. | Professional Benefit Administrators West LLC. | OK | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/20/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Peak Performance Team | SC | Independent Agency/Broker | Retail | P&C | Download |
| 09/19/22 | 2022 | Acrisure, LLC | B2Z Insurance | IL | Independent Agency/Broker | Retail | P&C | |
| 09/19/22 | 2022 | Risk Strategies Company, LLC | Standard Pension Services, LLC | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/15/22 | 2022 | PlayersHealth | Monarch Management | TX | Other Buyer | MGA | P&C | Download |
| 09/15/22 | 2022 | Relation Insurance, Inc. | Mobeck-Guandalini Insurance | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/15/22 | 2022 | Risk Strategies Company, LLC | Beattie & Associates | MO | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/14/22 | 2022 | JM Family Enterprises | National Truck Protection | NC | Other Buyer | MGA | P&C | |
| 09/13/22 | 2022 | Brown & Brown, Inc. | Smithwick and Mariners Insurance Inc. | ME | Public Broker | MGA | P&C | Download |
| 09/13/22 | 2022 | Integrity Marketing Group LLC | Compass Group Insurance, LLC | FL | Independent Agency/Broker | Wholesale | EB & Consulting | |
| 09/13/22 | 2022 | The Amynta Group | warranty operations of IFIT Health & Fitness Inc | UT | Independent Agency/Broker | MGA | P&C | |
| 09/12/22 | 2022 | Alera Group, Inc. | jweiland Group Beneftis | LA | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/12/22 | 2022 | Aon Corporation | Certain assets of Praxiom Risk Management | FL | Public Broker | Retail | P&C | |
| 09/12/22 | 2022 | Brown & Brown, Inc. | Substantially all of the assets of VistaNational Insurance Group, Inc. | IL | Public Broker | Retail | EB & Consulting | |
| 09/12/22 | 2022 | Conner Strong & Buckelew | Armstrong, Doyle & Carroll | PA | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/09/22 | 2022 | Acrisure, LLC | A to Z Insurance Group, Inc. | TX | Independent Agency/Broker | Retail | P&C | |
| 09/08/22 | 2022 | BC Partners | Johns Eastern Company, Inc. | FL | Other Buyer | Retail | P&C | |
| 09/08/22 | 2022 | Hub International Limited | Assets of Tilghman Insurance | SC | Independent Agency/Broker | Retail | Multi Line | |
| 09/07/22 | 2022 | Hub International Limited | Direct Advisors, LLC | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/07/22 | 2022 | Integrity Marketing Group LLC | Heartland Financial Group | MO | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/07/22 | 2022 | Keystone Agency Investors LLC | Buchanan Insurance Agency Inc. | MI | Independent Agency/Broker | Retail | P&C | |
| 09/07/22 | 2022 | The Amynta Group | Universal Technical Services Inc. | UT | Independent Agency/Broker | Retail | P&C | Download |
| 09/06/22 | 2022 | Hub International Limited | James L. Miniter Insurance Agency, Inc. | MA | Independent Agency/Broker | MGA | P&C | Download |
| 09/06/22 | 2022 | Kelter Alliant Insurance Services, Inc. | Medicare Solutions Network, Inc. | IL | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | NY | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | Alera Group, Inc. | Greenhill Insurance Services, LLC | TX | Independent Agency/Broker | MGA | P&C | Download |