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 |
|---|---|---|---|---|---|---|---|---|
| 03/03/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/03/22 | 2022 | Baldwin Risk Partners | Westwood Insurance Agency | CA | Public Broker | Retail | P&C | Download |
| 03/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | KS | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/01/22 | 2022 | Hub International Limited | Insureon Holdings, LLC | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 03/01/22 | 2022 | Inszone Insurance Services, Inc. | GM Lawrence Insurance Brokerage | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Integrity Marketing Group LLC | Resource Brokerage, LLC | IL | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Contractor Insurance Service of Texas | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Denison & Associates Insurance, LLC | MS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Logic Underwriters, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Renea S. Rowland Insurance Agency Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Zinc Insurance Agency | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Eastern Bankshares, Inc. | Assets of Michals Insurance Agency, Inc | MA | Bank or Thrift | Retail | P&C | Download |
| 03/01/22 | 2022 | Ensurise LLC | Hershberger Insurance Agency, Inc. | MD | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/28/22 | 2022 | ALKEME Holdings Corporation | Erm Insurance Brokers, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 02/28/22 | 2022 | Brown & Brown, Inc. | Orchid Underwriters Agency, LLC/CrossCover Insurance Services | Public Broker | MGA | P&C | Download | |
| 02/23/22 | 2022 | High Street Insurance Partners, LLC | The Craft Agency, Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 02/17/22 | 2022 | Digital Insurance, Inc. | Bouchey & Clarke Benefits | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 02/16/22 | 2022 | Choice Insurance Agency LLC | Marley Insurance Inc. | IN | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/16/22 | 2022 | Risk Strategies Company, LLC | Joyce, Jackman & Bell LLC/ Joyce Haggerty Bell Insurance Group LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 02/16/22 | 2022 | A Max Auto Insurance | Sameday Insurance Services Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 02/15/22 | 2022 | Inszone Insurance Services, Inc. | Appling Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 02/15/22 | 2022 | U.S. Risk Insurance Group, Inc. | McSweeny Agency, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 02/10/22 | 2022 | Antelope | Algo Technologies, Inc. | CA | Other Buyer | Retail | P&C | |
| 02/10/22 | 2022 | Integrity Marketing Group LLC | Senior Advisory Insurance Services | NY | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 02/10/22 | 2022 | Relation Insurance, Inc. | Assets of Sleeper Sewell Insurance Services, Inc | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 02/09/22 | 2022 | Inszone Insurance Services, Inc. | Keck Insurance Agency Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 02/09/22 | 2022 | XPT Group LLC | Insurance Brokers Incorporated | IN | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 02/08/22 | 2022 | Inszone Insurance Services, Inc. | RISCO Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 02/08/22 | 2022 | Integrity Marketing Group LLC | Global Premier Benefits, LLC | MD | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 02/08/22 | 2022 | NFP Corp. | East Coast Underwriters/Blue Ridge Captive Solutions PCC Inc. | SC | Independent Agency/Broker- Private Capital Backed | MGA | EB & Consulting | Download |
| 02/03/22 | 2022 | Hub International Limited | Assets of AVI Commercial Insurance Marekting, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 02/03/22 | 2022 | Integrated Specialty Coverages, LLC | Abacus | CA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 02/03/22 | 2022 | Oakbridge Insurance Agency LLC | Jenkins, Skipworth & Associates Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 02/02/22 | 2022 | Keystone Agency Investors LLC | C & G Insurance Agency Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/02/22 | 2022 | Galway Insurance Holdings | Delta General Agency Corporation | TX | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 02/01/22 | 2022 | Acrisure, LLC | Enrollment Benefit Concepts, LLC | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/01/22 | 2022 | Digital Insurance, Inc. | Benefit Services Group | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 02/01/22 | 2022 | Risk Strategies Company, LLC | Innovative Risk Management, Inc. | TX | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 02/01/22 | 2022 | World Insurance Associates, LLC | Allied Partners Insurance, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 02/01/22 | 2022 | ACNB Corporation | Business and Assets of Hockley & O'Donnell Insurance Agency, LLC | PA | Bank or Thrift | Retail | Multi Line | Download |
| 01/31/22 | 2022 | Texan Insurance | Ted Marek Insurance Agency, LP | TX | Independent Agency/Broker | Retail | P&C | Download |
| 01/26/22 | 2022 | Higginbotham & Associates, Inc. | J.M. Insurance Agency, Inc. | TN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/26/22 | 2022 | Digital Insurance, Inc. | Steven Driss Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 01/25/22 | 2022 | Element Risk Management | W S Hoffman Insurance Agency | PA | Independent Agency/Broker | Retail | P&C | |
| 01/25/22 | 2022 | Element Risk Management | Stoneburner-Carter Insurance, Inc. | VA | Independent Agency/Broker | Retail | P&C | |
| 01/25/22 | 2022 | Element Risk Management | L&B Insurance & Financial Services | PA | Independent Agency/Broker | Retail | P&C | Download |
| 01/25/22 | 2022 | Integrity Marketing Group LLC | Lion Street, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 01/24/22 | 2022 | USI Holdings Corporation | D&H Risk Services Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 01/21/22 | 2022 | Digital Insurance, Inc. | Mid Atlantic Benefit Solutions/Integrated Benefit Concepts | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 01/20/22 | 2022 | Alera Group, Inc. | Heritage Risk Management | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 01/20/22 | 2022 | Relation Insurance, Inc. | Assets of Ginsberg Agency LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 01/18/22 | 2022 | Inszone Insurance Services, Inc. | Mirae Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/18/22 | 2022 | Higginbotham & Associates, Inc. | The Underwriters Group, Inc | KY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 01/14/22 | 2022 | Insurance King Agency, Inc. | Vic Bernardi Insurance Agency/The Insurance Center | IL | Independent Agency/Broker | Retail | P&C | Download |
| 01/14/22 | 2022 | Inszone Insurance Services, Inc. | Pacific Redwood Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 01/12/22 | 2022 | Western & Southern Mutual Holding Company | Fabric Technologies, Inc. | NY | Other Buyer | Retail | P&C | Download |
| 01/12/22 | 2022 | Association Member Benefits Advisors, Ltd. | Mercer's Associations business | MO | Independent Agency/Broker- Private Capital Backed | Wholesale | Multi Line | Download |
| 01/11/22 | 2022 | Lovell Minnick Holdings LLC | Warner Pacific | CA | Other Buyer | Wholesale | EB & Consulting | Download |
| 01/11/22 | 2022 | Risk Strategies Company, LLC | PMC Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 01/10/22 | 2022 | Highland Capital Brokerage, Inc. | Hallett Financial Group, Inc./Quotacy Inc. | MN | Independent Agency/Broker | Wholesale | P&C | |
| 01/06/22 | 2022 | AssuredPartners, Inc. | Fred C. Church | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/06/22 | 2022 | Hub International Limited | Raffa Financial Services, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 01/06/22 | 2022 | Swiss Re AG | TMS Re Inc. | MA | Other Buyer | MGA | EB & Consulting | Download |
| 01/05/22 | 2022 | Inszone Insurance Services, Inc. | Cabrera Insurance & Financial Services | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 01/05/22 | 2022 | Lovell Minnick Holdings LLC | Underwriters Safety & Claims, Inc. | KY | Other Buyer | MGA | Multi Line | |
| 01/05/22 | 2022 | Digital Insurance, Inc. | Davidow Financial & Insurance Services, Inc | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 01/04/22 | 2022 | Acrisure, LLC | Appalachian Underwriters, Inc. | TN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 01/04/22 | 2022 | Crest Insurance Group, LLC | Foster & Associates LLC | CO | Independent Agency/Broker | Retail | Multi Line | |
| 01/04/22 | 2022 | Galway Insurance Holdings | Oversea Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 01/04/22 | 2022 | Renaissance Alliance Insurance Services, LLC | Agency Network Exchange, LLC | NJ | Other Buyer | Retail | Multi Line | |
| 01/04/22 | 2022 | Renaissance Alliance Insurance Services, LLC | United Valley Insurance Services, Inc. | CA | Other Buyer | Retail | Multi Line | Download |
| 01/04/22 | 2022 | Arthur J. Gallagher & Co. | Risk Transfer Insurance Agency, LLC | FL | Public Broker | MGA | Multi Line | Download |
| 01/04/22 | 2022 | NSM Insurance Group, Inc. | J.C. Taylor Insurance Group | PA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 01/04/22 | 2022 | Zurich American Insurance Co. | Special Insurance Services Inc. | TX | Insurance Company | MGA | P&C | Download |
| 01/03/22 | 2022 | MountainOne Bank | Pittsfield Agency Branch of Cross Insurance | MA | Bank or Thrift | Retail | Multi Line | Download |
| 01/03/22 | 2022 | Galway Insurance Holdings | International Assurance of Tennessee | TN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 01/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | CO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/22 | 2022 | GreenState Credit Union | John E. Goodmann Disbursements Company, Inc. | IA | Bank or Thrift | Retail | Multi Line | |
| 01/01/22 | 2022 | Higginbotham & Associates, Inc. | Undisclosed Insurance Agency | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/22 | 2022 | Higginbotham & Associates, Inc. | Undisclosed Insurance Agency | AL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/22 | 2022 | Higginbotham & Associates, Inc. | Undisclosed Insurance Agency | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/22 | 2022 | Brown & Brown, Inc. | Substantially all of the assets of HARCO | TX | Public Broker | Retail | EB & Consulting | Download |
| 01/01/22 | 2022 | The Hilb Group, LLC | Mark E. Malvaso Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 01/01/22 | 2022 | The Hilb Group, LLC | Mark Malvaso LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 12/31/21 | 2021 | Acentria Insurance | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 12/31/21 | 2021 | Acentria Insurance | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | Cornerstone Underwriting Partners, LLC | TN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | MRA Inspection Service LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | Reliance Risk Solutions, LLC | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | MT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | ID | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | US Administrator Claims, LLC | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Alera Group, Inc. | Cate-Russell Insurance, Inc. | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Alera Group, Inc. | Foa & Son Corporation | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/21 | 2021 | Alera Group, Inc. | Gales Insurance Agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/21 | 2021 | AssuredPartners, Inc. | Valentine Insurance Agency | MO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/31/21 | 2021 | BroadStreet Partners, Inc. | Book of business | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | BroadStreet Partners, Inc. | certain insurance assets | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | BroadStreet Partners, Inc. | certain insurance assets | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | NM | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | NV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | BroadStreet Partners, Inc. | Undisclosed insurance agency | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/21 | 2021 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Heffernan Insurance Brokers | Brignole & Ghiri Insurance | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/21 | 2021 | High Street Insurance Partners, LLC | Dan Thompson Agency, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | High Street Insurance Partners, LLC | Ferullo Insurance Agencies, LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/21 | 2021 | High Street Insurance Partners, LLC | Hershey Insurance Agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/21 | 2021 | High Street Insurance Partners, LLC | Insurance Services Group | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | High Street Insurance Partners, LLC | Mount Pleasant Agency Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | High Street Insurance Partners, LLC | Peter B. Crilly And Associates, Ltd. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | High Street Insurance Partners, LLC | Warren Insurance Group, LLC | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Hub International Limited | Group captive unit of Sedgwick | TN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 12/31/21 | 2021 | Inszone Insurance Services, Inc. | Desert Mountain Insurance Services, Inc. | AZ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/21 | 2021 | Keystone Agency Investors LLC | Assets of DeLucia & DeZomba Insurance Agency, Inc | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/21 | 2021 | Keystone Agency Investors LLC | Assets of Holland Insurance Group | IN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/31/21 | 2021 | Keystone Agency Investors LLC | Assets of Mentor Insurance LLC | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Keystone Agency Investors LLC | Stuart Benefits Consulting, LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/31/21 | 2021 | Keystone Agency Investors LLC | NxtGen LLC | IN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/21 | 2021 | King Insurance Agency, Inc. | Don Marting Insurance, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 12/31/21 | 2021 | King Insurance Agency, Inc. | Insurance Den, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 12/31/21 | 2021 | Patriot Growth Insurance Services, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Automotive Development Services Inc. | MT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | J&L of Mississippi Inc. | MS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Michael D. Thorsland Insurance Agency Inc. dba Deluxe Insurance Group | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | VA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Risk Strategies Company, LLC | Pearl Companies | IL | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 12/31/21 | 2021 | Risk Strategies Company, LLC | ProSurance Group Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | World Insurance Associates, LLC | Certain assets | RI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | World Insurance Associates, LLC | David White book of business | RI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 12/31/21 | 2021 | World Insurance Associates, LLC | Mid Atlantic Insurance Services, Inc. | VA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 12/31/21 | 2021 | AssuredPartners, Inc. | Group Benefit Partners, LLC | IA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 12/31/21 | 2021 | AssuredPartners, Inc. | Sheffer Insurance Agency, LLC | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/31/21 | 2021 | The Hilb Group, LLC | Insurance Consultants of Central Florida | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/31/21 | 2021 | World Insurance Associates, LLC | Pardee’s Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 12/31/21 | 2021 | World Insurance Associates, LLC | SAS Insurance Agency, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 12/31/21 | 2021 | World Insurance Associates, LLC | Sumner & Sumner, Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/30/21 | 2021 | Crest Insurance Group, LLC | Draxler & Associates, Inc. | AZ | Independent Agency/Broker | Retail | P&C | |
| 12/30/21 | 2021 | Gracey-Backer, Inc. | Bob Edwards and Associates Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 12/30/21 | 2021 | INSURICA Insurance Management Network | Gulf Coast Insurance Agency, Inc. | TX | Independent Agency/Broker | Retail | Multi Line | |
| 12/30/21 | 2021 | Renegade, Inc. | HIG Insurance Group | FL | Independent Agency/Broker | Retail | P&C | |
| 12/30/21 | 2021 | Trusted Insurance Agency, Inc. | Monteagle Insurance Services Inc | FL | Independent Agency/Broker | Retail | P&C | |
| 12/30/21 | 2021 | World Insurance Associates, LLC | Southern Cross Insurance Solutions, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/29/21 | 2021 | Crest Insurance Group, LLC | Allen Insurance and Real Estate, Inc. | WY | Independent Agency/Broker | Retail | P&C | |
| 12/29/21 | 2021 | Wellmann Insurance Agency, Inc. | Siegeler Insurance Agency, Inc. | TX | Independent Agency/Broker | Retail | P&C | Download |
| 12/28/21 | 2021 | Oaktree Capital Management LP | Velocity Risk Underwriters, LLC | TN | Other Buyer | MGA | P&C | |
| 12/27/21 | 2021 | Element Risk Management | Ross Insurance Agency LLC | PA | Independent Agency/Broker | Retail | P&C | |
| 12/23/21 | 2021 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/23/21 | 2021 | King Insurance Agency, Inc. | Piedmont Insurance Associates, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/23/21 | 2021 | Arthur J. Gallagher & Co. | Five Points Benefits Solutions, LLC | TN | Public Broker | Retail | EB & Consulting | Download |
| 12/21/21 | 2021 | Acrisure, LLC | Managing General Agency and Third-Party Administrator operations of SUNZ Insuran | FL | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 12/21/21 | 2021 | King Insurance Agency, Inc. | AGM Insurance Agency, Inc./Fordham Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/20/21 | 2021 | Keystone Agency Investors LLC | Certain assets | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/20/21 | 2021 | Arthur J. Gallagher & Co. | Bradawn Insurance Services Inc. | CA | Public Broker | Retail | EB & Consulting | Download |
| 12/20/21 | 2021 | AssuredPartners, Inc. | Medallion Wealth Management, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 12/17/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Captive Insurance Management | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/17/21 | 2021 | Hub International Limited | Devon Title Agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 12/16/21 | 2021 | Hub International Limited | Assets of JP Griffin Companies, LLC | AZ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 12/15/21 | 2021 | Inszone Insurance Services, Inc. | Lamb, Little & Co., Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/15/21 | 2021 | Marine Agency Corporation | Affordable Insurance Network Of Delaware Inc. | DE | Independent Agency/Broker | Retail | P&C | |
| 12/15/21 | 2021 | Patriot Growth Insurance Services, LLC | The Safegard Group, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/15/21 | 2021 | Arthur J. Gallagher & Co. | Tave Risk Management LLC | IL | Public Broker | Retail | P&C | Download |
| 12/14/21 | 2021 | High Street Insurance Partners, LLC | Undisclosed Insurance Agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/14/21 | 2021 | Arthur J. Gallagher & Co. | Richied & Associates, Inc | NV | Public Broker | Retail | P&C | Download |
| 12/14/21 | 2021 | Brown & Brown, Inc. | Rainmaker Advisory, LLC | CA | Public Broker | Retail | P&C | Download |
| 12/13/21 | 2021 | Growthcurve Capital LP | Brightway Insurance, Inc. | FL | Other Buyer | Retail | P&C | Download |
| 12/13/21 | 2021 | High Street Insurance Partners, LLC | GTA Insurance Group | NE | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/13/21 | 2021 | Inszone Insurance Services, Inc. | Undisclosed Insurance Agency | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/13/21 | 2021 | Ryan Specialty Group, LLC | Keystone Risk Partners, LLC | PA | Public Broker | MGA | P&C | |
| 12/13/21 | 2021 | AssuredPartners, Inc. | American Risk Services, LLC | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 12/13/21 | 2021 | Brown & Brown, Inc. | Corporate Insurance Advisors, L.L.C. | FL | Public Broker | Retail | Multi Line | Download |
| 12/13/21 | 2021 | Brown & Brown, Inc. | Dealer Admin. Services, Inc. | MN | Public Broker | Retail | P&C | Download |
| 12/13/21 | 2021 | Hub International Limited | Basi Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/10/21 | 2021 | Arthur J. Gallagher & Co. | Robbi Davis Agency, Inc. | AR | Public Broker | Retail | EB & Consulting | Download |
| 12/10/21 | 2021 | Hub International Limited | Assets of Benefit Partners Group, LLC | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/10/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/09/21 | 2021 | Silver Lake Management, LLC | Integrity Marketing Group, LLC | TX | Other Buyer | Wholesale | P&C | |
| 12/09/21 | 2021 | Hub International Limited | Gold Sky Benefits, LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 12/08/21 | 2021 | Hub International Limited | Assets of Gregory Benefits & Consulting LLC | LA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 12/08/21 | 2021 | Liberty Company Insurance Brokers | Innovative Solutions Insurance Services | CA | Independent Agency/Broker | MGA | P&C | Download |
| 12/07/21 | 2021 | Baldwin Risk Partners | Arcana Insurance Services, LP | TX | Public Broker | MGA | P&C | Download |
| 12/07/21 | 2021 | BroadStreet Partners, Inc. | Undisclosed insurance agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/07/21 | 2021 | Risk Strategies Company, LLC | Meeker Sharkey Associates, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/06/21 | 2021 | Oakbridge Insurance Agency LLC | Pittman Insurance Group LLC | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/05/21 | 2021 | Keystone Agency Investors LLC | The Palabe Group, Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting |