Industry Transactions
Industry Transaction Details (as of June 30, 2026)
| 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 |
|---|---|---|---|---|---|---|---|---|
| 08/08/22 | 2022 | Hub International Limited | Intercontinental Growth Strategies, LLC | IL | Independent Agency/Broker | Retail | P&C | Download |
| 08/08/22 | 2022 | Truist Financial Corporation | BenefitMall | TX | Bank or Thrift | Wholesale | EB & Consulting | Download |
| 08/06/22 | 2022 | MS&AD Insurance Group Holdings, Inc. | Transverse Insurance Group, LLC | NJ | Insurance Company | Retail | P&C | Download |
| 08/05/22 | 2022 | Hub International Limited | KT&D Inc. | DE | Independent Agency/Broker | MGA | P&C | Download |
| 08/05/22 | 2022 | Keystone Agency Investors LLC | Assets of Berkfield & Co. Ltd | MI | Independent Agency/Broker | Retail | P&C | |
| 08/04/22 | 2022 | Hub International Limited | BUBRIG 1, LTD. | LA | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/03/22 | 2022 | Alera Group, Inc. | Jowers-Sklar Insurance | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/01/22 | 2022 | AssuredPartners, Inc. | AVID Risk Solutions, Inc. | WI | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/01/22 | 2022 | BPR Group, Inc. | National Health Plans & Benefits Agency, LLC | MI | Independent Agency/Broker | Retail | Multi Line | |
| 08/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | FL | Independent Agency/Broker | Retail | P&C | |
| 08/01/22 | 2022 | BroadStreet Partners, Inc. | Undisclosed insurance agency | IL | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/01/22 | 2022 | Eastern Bankshares, Inc. | Operating assets of the John T. Burns Insurance Agency, Inc | MA | Bank or Thrift | Retail | Multi Line | Download |
| 08/01/22 | 2022 | Keystone Agency Investors LLC | Fort Washington Financial Group LLC | PA | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/01/22 | 2022 | Keystone Agency Investors LLC | Assets of J.W. Keppel Inc. | PA | Independent Agency/Broker | Retail | P&C | Download |
| 08/01/22 | 2022 | Oakbridge Insurance Agency LLC | J Barry Walker Insurance Group LLC | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/01/22 | 2022 | World Insurance Associates, LLC | Chris A. Woody Agency, Inc. | KS | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/01/22 | 2022 | World Insurance Associates, LLC | Tarpey Insurance Group, Inc. /Rush-Kent Insurance Agency Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/29/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Professional Warranty Service Corporation | VA | Independent Agency/Broker | MGA | P&C | Download |
| 07/22/22 | 2022 | AssuredPartners, Inc. | The Shepherd Agency LLC | PA | Independent Agency/Broker | MGA | Multi Line | Download |
| 07/20/22 | 2022 | Higginbotham & Associates, Inc. | Brown & Co. Insurance Services | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/20/22 | 2022 | Inszone Insurance Services, Inc. | The Young Insurance Group | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/20/22 | 2022 | Integrity Marketing Group LLC | PHP Agency, Inc. | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 07/19/22 | 2022 | Relation Insurance, Inc. | Assets of Insurance Inc. | MD | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/19/22 | 2022 | Risk Strategies Company, LLC | National Insurance Agency, Inc. | KY | Independent Agency/Broker | MGA | EB & Consulting | |
| 07/14/22 | 2022 | Alera Group, Inc. | The Dollarhide Financial Group, LLC | AZ | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/11/22 | 2022 | Hub International Limited | Assets of ESP Insurance Brokerage LLC | MA | Independent Agency/Broker | MGA | P&C | |
| 07/08/22 | 2022 | Hub International Limited | Shaver-Robichaux Agency, Inc. | LA | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/07/22 | 2022 | Hub International Limited | Compass Insurance Services, Inc. | WI | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/06/22 | 2022 | Byars|Wright, Inc. | Pritchett-Moore Insurance, Inc | AL | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/06/22 | 2022 | Hub International Limited | Stop Loss Insurance Brokers, Inc. | MA | Independent Agency/Broker | MGA | EB & Consulting | Download |
| 07/06/22 | 2022 | Risk Strategies Company, LLC | Selman & Company | OH | Independent Agency/Broker | MGA | EB & Consulting | |
| 07/05/22 | 2022 | Arthur J. Gallagher & Co. | Wrightman Inc. | CA | Public Broker | Retail | P&C | Download |
| 07/05/22 | 2022 | Marsh & McLennan Companies, Inc. | CS Insurance Strategies, Inc. | IL | Public Broker | Retail | Multi Line | Download |
| 07/01/22 | 2022 | Alera Group, Inc. | Innovative Benefit Concepts LLC | AZ | Independent Agency/Broker | Retail | Multi Line | |
| 07/01/22 | 2022 | BroadStreet Partners, Inc. | Book of Business | GA | Independent Agency/Broker | Retail | P&C | |
| 07/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | OH | Independent Agency/Broker | Retail | P&C | |
| 07/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | GA | Independent Agency/Broker | Retail | P&C | |
| 07/01/22 | 2022 | Farmers National Banc Corp. | Champion Insurance Agency | OH | Bank or Thrift | Retail | Multi Line | Download |
| 07/01/22 | 2022 | Keystone Agency Investors LLC | Assets of Metz Insurance Agency, Inc. | IL | Independent Agency/Broker | Retail | P&C | |
| 07/01/22 | 2022 | Keystone Agency Investors LLC | Bullis Insurance Agency LLC | MN | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/01/22 | 2022 | Primerica, Inc. | e-TeleQuote Insurance, Inc. | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/01/22 | 2022 | The Hilb Group, LLC | King & Cushman, Inc. | MA | Independent Agency/Broker | Retail | P&C | Download |
| 07/01/22 | 2022 | The Hilb Group, LLC | Specialized book of business | Independent Agency/Broker | Retail | P&C | ||
| 07/01/22 | 2022 | World Insurance Associates, LLC | Coverage Specialists, Inc. | NJ | Independent Agency/Broker | MGA | P&C | Download |
| 06/30/22 | 2022 | Patriot Growth Insurance Services, LLC | Business of BMT Insurance Advisors, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 06/30/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | United Underwriters, Inc. | UT | Independent Agency/Broker | MGA | P&C | Download |
| 06/29/22 | 2022 | Cross Insurance | Northern Benefits of Massachusetts | MA | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/29/22 | 2022 | Inszone Insurance Services, Inc. | Allied Insurance Professionals Group, Inc. | TX | Independent Agency/Broker | Retail | P&C | Download |
| 06/16/22 | 2022 | Acrisure, LLC | QuickInsured.com, LLC | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/14/22 | 2022 | King Insurance Agency, Inc. | Ellett Insurance | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/13/22 | 2022 | Britely Insurance, Inc. | Empire State Brokerage Services, LLC | NY | Independent Agency/Broker | Wholesale | Multi Line | Download |
| 06/09/22 | 2022 | Howden Group Holdings Limited | TigerRisk Partners, LLC | CT | Independent Agency/Broker | MGA | P&C | Download |
| 06/08/22 | 2022 | Brown & Brown, Inc. | All assets of Profits Creation Corp. | GA | Public Broker | Retail | P&C | Download |
| 06/08/22 | 2022 | The Segal Group | Bayview Insurance Group, Inc. | MI | Independent Agency/Broker | Retail | P&C | |
| 06/07/22 | 2022 | Hub International Limited | Physicians Risk Associates Insurance Agency, LLC | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/07/22 | 2022 | Integrity Marketing Group LLC | Hovis & Associates, Inc. | MO | Independent Agency/Broker | Wholesale | Multi Line | Download |
| 06/07/22 | 2022 | Keystone Agency Investors LLC | Keyes Coverage, Inc. | FL | Independent Agency/Broker | Wholesale | Multi Line | Download |
| 06/06/22 | 2022 | Johnson & Johnson, Inc. | Midlands Management Corporation | OK | Independent Agency/Broker | MGA | P&C | Download |
| 06/03/22 | 2022 | Hub International Limited | Assets of Alexander & Company, Inc. | GA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/03/22 | 2022 | Keystone Agency Investors LLC | Chap Arnold Insurance Agency Inc. | MO | Independent Agency/Broker | Retail | P&C | Download |
| 06/03/22 | 2022 | Keystone Agency Investors LLC | Harmony Insurance Services DM, Inc. | IL | Independent Agency/Broker | Retail | P&C | |
| 06/03/22 | 2022 | Keystone Agency Investors LLC | Harrington Hoch, Inc. | IN | Independent Agency/Broker | Retail | Multi Line | |
| 06/03/22 | 2022 | Oak Hill Capital Partners | Dixon Wells, Inc. | AL | Other Buyer | Retail | Multi Line | |
| 06/02/22 | 2022 | Marsh & McLennan Companies, Inc. | Clark Insurance Inc. | ME | Public Broker | Retail | Multi Line | Download |
| 06/02/22 | 2022 | Risk Strategies Company, LLC | VFIS of North Carolina | NC | Independent Agency/Broker | Wholesale | Multi Line | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | SD | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | NJ | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | VT | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | Independent Agency/Broker | Retail | P&C | ||
| 06/01/22 | 2022 | Alera Group, Inc. | Book of business | OK | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Beyond Risk | Dealer Risk Services, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | MD | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | NC | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | GA | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Brown & Brown, Inc. | All assets of Dealer Specialties Group Corp. | NY | Public Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Hub International Limited | Lee V. Bethel book of business | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 06/01/22 | 2022 | Hub International Limited | Sandy Spring Insurance Corporation | MD | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/01/22 | 2022 | Inszone Insurance Services, Inc. | B-W Insurance Agency, LLC | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/01/22 | 2022 | Inszone Insurance Services, Inc. | First Bosnian Insurance Agency LLC | MO | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Inszone Insurance Services, Inc. | The Insurance Place, Inc. | CO | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Lawrence Victoria Insurance Agency, Inc. | OH | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Relation Insurance, Inc. | Bohannon Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/01/22 | 2022 | Risk Strategies Company, LLC | Island Insurance Group LLC | FL | Independent Agency/Broker | Retail | Multi Line | |
| 06/01/22 | 2022 | World Insurance Associates, LLC | Allan M. Walker & Company Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/31/22 | 2022 | High Street Insurance Partners, LLC | Rice Agency, Inc. | MD | Independent Agency/Broker | Retail | Multi Line | |
| 05/31/22 | 2022 | Risk Strategies Company, LLC | Ireland Insurance Group, Inc. | NC | Independent Agency/Broker | Retail | Multi Line | |
| 05/26/22 | 2022 | Milestone Partners Management Co., L.P. | GoAuto, LLC / Adaptive Information Technologies, LLC | LA | Other Buyer | Retail | P&C | Download |
| 05/25/22 | 2022 | Integrity Marketing Group LLC | Hegemon Group International, LLC | GA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 05/25/22 | 2022 | The Hilb Group, LLC | commercial property & casualty (P&C) and surety bond business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 05/25/22 | 2022 | Inszone Insurance Services, Inc. | Caleb Insurance and Financial Services, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 05/16/22 | 2022 | USI Holdings Corporation | Ames-Grenz Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 05/16/22 | 2022 | Arthur J. Gallagher & Co. | Hruska Insurancenter, Inc. | IL | Public Broker | Retail | P&C | Download |
| 05/12/22 | 2022 | Northlane Capital Partners, LLC | ABEM, Inc. | PA | Other Buyer | Retail | P&C | |
| 05/11/22 | 2022 | Risk Strategies Company, LLC | The Insurance Center of Central Florida, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 05/11/22 | 2022 | Risk Strategies Company, LLC | Assets of Wall 2 Wall Benefit Services LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 05/10/22 | 2022 | Aquiline Capital Partners LLC | Assets Guaraldi Insurance, LLC | NH | Other Buyer | Retail | Multi Line | Download |
| 05/10/22 | 2022 | Inszone Insurance Services, Inc. | Trucking Insurance & Accounting, Inc. | AZ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 05/09/22 | 2022 | BBH Capital Partners | Evins Insurance Agency, Inc. | AR | Other Buyer | Retail | Multi Line | |
| 05/09/22 | 2022 | AssuredPartners, Inc. | Midwest Group Benefits Inc. | IA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 05/09/22 | 2022 | The Carlyle Group | NSM Insurance Group, Inc. | PA | Other Buyer | MGA | P&C | Download |
| 05/06/22 | 2022 | The Hilb Group, LLC | Undisclosed EB Agency | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/06/22 | 2022 | Hub International Limited | Assets of Alta Actuaries & Consultants, LLC | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 05/05/22 | 2022 | Hub International Limited | Great North Insurance Services, Inc. | ND | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 05/04/22 | 2022 | Hub International Limited | Williford Insurance Group, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 05/04/22 | 2022 | Integrity Marketing Group LLC | Ash Brokerage LLC | IN | Independent Agency/Broker- Private Capital Backed | Wholesale | Multi Line | Download |
| 05/04/22 | 2022 | Hub International Limited | Assets of JonesBirdsong LLP | MN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 05/03/22 | 2022 | Hub International Limited | Hanson Insurance Group | OR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 05/02/22 | 2022 | Arthur J. Gallagher & Co. | Lighthouse Insurance Group, LLC | OH | Public Broker | Retail | EB & Consulting | Download |
| 05/01/22 | 2022 | Alera Group, Inc. | TMS Holdings Georgia, Inc | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/22 | 2022 | Alera Group, Inc. | West Michigan Insurance, Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 05/01/22 | 2022 | BroadStreet Partners, Inc. | Book of business | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/01/22 | 2022 | BroadStreet Partners, Inc. | Book of business | NV | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | IA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/22 | 2022 | World Insurance Associates, LLC | Lubowicki Insurance Agency, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/26/22 | 2022 | Reliance Global Group, Inc. | All of the assets of Barra & Associates LLC | IL | Other Buyer | Retail | Multi Line | Download |
| 04/25/22 | 2022 | Arthur J. Gallagher & Co. | Ryan Insurance Strategy Consultants | CO | Public Broker | Retail | EB & Consulting | Download |
| 04/25/22 | 2022 | Lockton, Inc. | SBG, Inc. | MN | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 04/21/22 | 2022 | The Hilb Group, LLC | Paige & Campbell, Inc. | VT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/19/22 | 2022 | Higginbotham & Associates, Inc. | Lyon Fry Cadden Insurance Agency, Inc. | AL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 04/18/22 | 2022 | USI Holdings Corporation | Benefits 7 Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 04/15/22 | 2022 | AssuredPartners, Inc. | Don Jacobs Insurance Services, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 04/14/22 | 2022 | Integrity Marketing Group LLC | Honeycutt Insurance Marketing | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 04/14/22 | 2022 | King Insurance Agency, Inc. | Ameriway Insurance, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/13/22 | 2022 | Digital Insurance, Inc. | Security First Insurance Agency | CO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/13/22 | 2022 | Integrity Marketing Group LLC | Applied General Agency | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 04/13/22 | 2022 | Marsh & McLennan Companies, Inc. | Regional Treaty Services | RI | Public Broker | MGA | P&C | Download |
| 04/13/22 | 2022 | Risk Strategies Company, LLC | Seacoast Specialty Administrators, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 04/13/22 | 2022 | Arthur J. Gallagher & Co. | G.A. Mavon & Co. Inc. | IL | Public Broker | Wholesale | P&C | Download |
| 04/12/22 | 2022 | Aquiline Capital Partners LLC | Distinguished Programs Group LLC | NY | Other Buyer | MGA | P&C | Download |
| 04/12/22 | 2022 | Aquiline Capital Partners LLC | Distinguished Programs Group LLC | NY | Other Buyer | MGA | P&C | Download |
| 04/12/22 | 2022 | Hub International Limited | Evo Insurance Services Inc | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 04/08/22 | 2022 | Hub International Limited | Marketing Management Associates, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/06/22 | 2022 | EPIC (Edgewood Partners Insurance Center) | Treloar & Heisel, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 04/05/22 | 2022 | Hub International Limited | Assets of JAG Investment Partners LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 04/05/22 | 2022 | National Auto Care Corporation | Assets of Frost Financial Services, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/05/22 | 2022 | Relation Insurance, Inc. | Assets of BRK Insurance Group LLC | LA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 04/04/22 | 2022 | Hub International Limited | Chun-Ha Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 04/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | MS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/30/22 | 2022 | ALKEME Holdings Corporation | Snapp & Associates Insurance Services Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 03/25/22 | 2022 | NFP Corp. | Achilles & Associates | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 03/24/22 | 2022 | Higginbotham & Associates, Inc. | Insurance and Risk Managers Inc | MS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 03/24/22 | 2022 | The Hilb Group, LLC | Elias B. Cohen & Associates, L.L.C. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 03/23/22 | 2022 | Arthur J. Gallagher & Co. | Commercial Insurance Underwriters, Inc. | MO | Public Broker | Wholesale | P&C | Download |
| 03/21/22 | 2022 | Dai-ichi Life Holdings, Inc. | A.U.L. Corp. | CA | Insurance Company | Wholesale | P&C | Download |
| 03/17/22 | 2022 | Galway Insurance Holdings | New Energy Risk, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 03/15/22 | 2022 | Alaska USA Federal Credit Union | McAlister-Gray Insurance | AZ | Other Buyer | Retail | P&C | Download |
| 03/11/22 | 2022 | Hub International Limited | Assets of Midland Agency Insurance Corp. | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 03/10/22 | 2022 | Arthur J. Gallagher & Co. | Hawley & Associates, LLC | WA | Public Broker | MGA | P&C | Download |
| 03/10/22 | 2022 | Inszone Insurance Services, Inc. | TexStar Insurance Services, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 03/10/22 | 2022 | Integrity Marketing Group LLC | The Health Insurance Place | PA | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 03/09/22 | 2022 | Premera Blue Cross | American Senior Resources, Inc. | WA | Insurance Company | Wholesale | EB & Consulting | Download |
| 03/09/22 | 2022 | Hub International Limited | Niedermeyer Risk Management, LLC | OR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 03/08/22 | 2022 | BroadStreet Partners, Inc. | Book of business | NV | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/08/22 | 2022 | Keystone Agency Investors LLC | Strategic Insurance Partners Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 03/08/22 | 2022 | Hub International Limited | Pacific Northwest Insurance, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 03/07/22 | 2022 | Hub International Limited | Kuhl & Company Insurance | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 03/04/22 | 2022 | Hub International Limited | Western Assurance Corp. | NM | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 03/04/22 | 2022 | Keystone Agency Investors LLC | Assets of Mantz Miller Insurance Agency Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 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 |