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
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| Announced Date | Deal Year | Buyer | Seller | Seller Location | Buyer Type | Seller Type | Seller Line of Business | Press Release |
|---|---|---|---|---|---|---|---|---|
| 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 | |
| 12/03/21 | 2021 | Hub International Limited | Assets Of SGY, Inc. | AK | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/02/21 | 2021 | Hub International Limited | Assets of Catto & Catto | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/01/21 | 2021 | Acentria Insurance | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 12/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | ID | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | ID | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | ID | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Alera Group, Inc. | Ashbrook-Clevidence. Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/01/21 | 2021 | Alera Group, Inc. | Benefit Design Specialists, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 12/01/21 | 2021 | Alera Group, Inc. | Clevidence Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 12/01/21 | 2021 | Alera Group, Inc. | D.B.L. Center LTD. | NY | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 12/01/21 | 2021 | Alera Group, Inc. | Erich Courant & Company Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 12/01/21 | 2021 | Alera Group, Inc. | Heritage-RM, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Alera Group, Inc. | Simkiss & Block | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/01/21 | 2021 | Alera Group, Inc. | Thomas H. Heist Insurance Agency, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 12/01/21 | 2021 | Alera Group, Inc. | Undisclosed insurance brokerage agency | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 12/01/21 | 2021 | Alera Group, Inc. | Worksite Wellness Company, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 12/01/21 | 2021 | AssuredPartners, Inc. | Euclid Insurance Services, Inc. | IL | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 12/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | AL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Choice Insurance Agency LLC | Bernier Insurance Agency | NH | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/21 | 2021 | Flexpoint Ford, LLC | Vale Insurance Partners | NY | Other Buyer | MGA | P&C | |
| 12/01/21 | 2021 | High Street Insurance Partners, LLC | Fieldstone Insurance Group, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/21 | 2021 | High Street Insurance Partners, LLC | Maritime Insurance International, Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | High Street Insurance Partners, LLC | Southeastern Agency Group, Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/21 | 2021 | Inszone Insurance Services, Inc. | Ciardella Insurance Services, Inc | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Inszone Insurance Services, Inc. | Morrison Insurance Associates Inc | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/21 | 2021 | Keystone Agency Investors LLC | Assets of Bullis & Sundberg L.L.C. | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/21 | 2021 | Marsh & McLennan Companies, Inc. | Insource Insurance Group, LLC | TX | Public Broker | Retail | Multi Line | Download |
| 12/01/21 | 2021 | NavSav Insurance | A To Z Insurance Solutions, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 12/01/21 | 2021 | NavSav Insurance | Express 1 Auto Insurance LLC | DE | Independent Agency/Broker | Retail | P&C | |
| 12/01/21 | 2021 | Oakbridge Insurance Agency LLC | McNeal, Sports & Wilson Risk Advisers | GA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Corrigan Enterprise, LLC | VA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Daniel Corrigan Insurance | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | MBN Associates, Inc | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Pamela Stern & Associates, LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | R. A. Belter Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Simplify Insurance LLC | UT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed insurance brokerage company | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 12/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Young Insurance & Financial, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/21 | 2021 | Relation Insurance, Inc. | Allen Insurance Group, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/21 | 2021 | Relation Insurance, Inc. | Kamm Insurance Group, Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/21 | 2021 | Relation Insurance, Inc. | Wilson R. Davenport & Associates, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Relation Insurance, Inc. | Woller-Anger & Company, LLC | WI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/21 | 2021 | Risk Strategies Company, LLC | Burke Insurance Group, LLC | NM | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Risk Strategies Company, LLC | Joyce Insurance Group | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/21 | 2021 | Risk Strategies Company, LLC | Lovell Insurance Group | MO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Risk Strategies Company, LLC | Professional Risk Solutions | NJ | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 12/01/21 | 2021 | Risk Strategies Company, LLC | Undisclosed Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Ryan Specialty Group, LLC | Crouse & Associates Insurance Company | CA | Public Broker | Wholesale | P&C | Download |
| 12/01/21 | 2021 | Scali Insurance Group, LLC | S & W Agency Inc. | NY | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/01/21 | 2021 | The Hilb Group, LLC | Undisclosed insurance agency | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | Univest Corporation of Pennsylvania | Paul I. Sheaffer Insurance, Inc. | PA | Other Buyer | Retail | P&C | Download |
| 12/01/21 | 2021 | Venbrook Group, LLC | InterContinental Insurance Brokers | MA | Independent Agency/Broker | MGA | P&C | Download |
| 12/01/21 | 2021 | World Insurance Associates, LLC | E & K Agency, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/01/21 | 2021 | World Insurance Associates, LLC | Professional Liability Agency, Inc | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/21 | 2021 | World Insurance Associates, LLC | Undisclosed insurance brokerage agency | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 12/01/21 | 2021 | AssuredPartners, Inc. | Pierce Group Benefits, LLC | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 12/01/21 | 2021 | Hub International Limited | Anderson & Murison, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 12/01/21 | 2021 | Hub International Limited | Cameron Investment Company Inc | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 12/01/21 | 2021 | McGowan Companies | Assets of Cameron M. Wilson & Associates, Inc. | MI | Independent Agency/Broker | MGA | P&C | Download |
| 12/01/21 | 2021 | The Hilb Group, LLC | PSA Insurance & Financial Services, LLC | MD | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 12/01/21 | 2021 | The Hilb Group, LLC | The Charles J. Newman Co. LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 11/30/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/30/21 | 2021 | Choice Insurance Agency LLC | Ashley & Associates Insurance Agency, Inc. | VA | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/30/21 | 2021 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/30/21 | 2021 | High Street Insurance Partners, LLC | Brewer Insurance Group, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/30/21 | 2021 | High Street Insurance Partners, LLC | Jackson Insurance Group, Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/30/21 | 2021 | High Street Insurance Partners, LLC | Kane Insurance LLC | NH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/30/21 | 2021 | High Street Insurance Partners, LLC | Undisclosed 27 Former Nationwide Exclusive Agencies | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 11/30/21 | 2021 | Hub International Limited | Undisclosed insurance agency | RI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/30/21 | 2021 | Inszone Insurance Services, Inc. | Cardenas Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/30/21 | 2021 | Liberty Company Insurance Brokers | D.E.P. Insurance Services | CA | Independent Agency/Broker | Retail | P&C | Download |
| 11/30/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Aspen Group Insurance Agency LLC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | ||
| 11/30/21 | 2021 | Relation Insurance, Inc. | Undisclosed insurance agency | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 11/30/21 | 2021 | Risk Strategies Company, LLC | Fournier Group Inc. | OR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/23/21 | 2021 | Arthur J. Gallagher & Co. | Real Estate Insurance Solutions | UT | Public Broker | Retail | P&C | Download |
| 11/23/21 | 2021 | Inszone Insurance Services, Inc. | Stromsoe Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/22/21 | 2021 | ALKEME Holdings Corporation | H & S Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |