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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 11/17/21 | 2021 | Leavitt Group Enterprises, Inc. | Employee benefits division | Independent Agency/Broker | Retail | EB & Consulting | ||
| 11/17/21 | 2021 | Risk Strategies Company, LLC | Tripoint Insurance, Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 11/16/21 | 2021 | Baldwin Risk Partners | Construction Risk Partners, LLC | NJ | Public Broker | Retail | P&C | Download |
| 11/16/21 | 2021 | Risk Strategies Company, LLC | Cpro Associates | TX | Independent Agency/Broker- Private Capital Backed | MGA | EB & Consulting | Download |
| 11/15/21 | 2021 | BroadStreet Partners, Inc. | Stan Burns Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 11/15/21 | 2021 | Salem Five Bancorp | Elliot Whittier Insurance Services, LLC | MA | Bank or Thrift | Retail | P&C | Download |
| 11/15/21 | 2021 | USI Holdings Corporation | Griffin MacLean, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/12/21 | 2021 | Renegade, Inc. | Peacock Insurance Agency Inc. | TN | Independent Agency/Broker | Retail | Multi Line | |
| 11/11/21 | 2021 | Zurich American Insurance Co. | Special Insurance Services, Inc. | TX | Insurance Company | MGA | P&C | |
| 11/11/21 | 2021 | Relation Insurance, Inc. | Assets of D'Amico Insurance | CT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/10/21 | 2021 | Oakbridge Insurance Agency LLC | Your Insurance Centers, Inc. | AL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/10/21 | 2021 | Venbrook Group, LLC | Alpharetta Underwriters LLC | GA | Independent Agency/Broker | MGA | P&C | Download |
| 11/09/21 | 2021 | Risk Strategies Company, LLC | The Pawson Insurance Group | CT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 11/09/21 | 2021 | Relation Insurance, Inc. | Consultative Insurance Group, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/08/21 | 2021 | J.C. Flowers & Co. LLC | TRICOR Insurance | WI | Other Buyer | Retail | Multi Line | Download |
| 11/05/21 | 2021 | Foundation Risk Partners, Corp. | Undisclosed insurance agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/05/21 | 2021 | Marsh & McLennan Companies, Inc. | Retired Cary Co., Inc. | NC | Public Broker | Retail | Multi Line | |
| 11/05/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Highmark Insurance, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/05/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Private Client Insurance, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/05/21 | 2021 | Hub International Limited | Assets of Calculated Risk Advisors, LLC | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/04/21 | 2021 | Sunstar Insurance Group, LLC | Undisclosed insurance agency | MO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/04/21 | 2021 | Baldwin Risk Partners | All Assets and Affiliates of Wood Gutmann & Bogart Insurance Brokers | CA | Public Broker | Retail | Multi Line | Download |
| 11/04/21 | 2021 | Hub International Limited | Assets of Rider Insurance Group, Inc | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/04/21 | 2021 | Risk Strategies Company, LLC | Hibbits Insurance, Inc | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/03/21 | 2021 | Confie Seguros Insurance Services | AutoPartners Insurance Agency Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/03/21 | 2021 | Hub International Limited | Assets of Tanna Insurance, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/03/21 | 2021 | Marsh & McLennan Companies, Inc. | Southwest Truck Insurance Agency, Inc. | TX | Public Broker | Retail | P&C | Download |
| 11/02/21 | 2021 | Inszone Insurance Services, Inc. | Ratliff Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 11/02/21 | 2021 | K2 Insurance Services, LLC | American Reliable Insurance Co. | AZ | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 11/02/21 | 2021 | Arthur J. Gallagher & Co. | Mark J. Becker & Associates, LLC | IA | Public Broker | Retail | EB & Consulting | Download |
| 11/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/21 | 2021 | Alera Group, Inc. | Customized Benefit Solutions, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/01/21 | 2021 | Alera Group, Inc. | IHS Insurance Group, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 11/01/21 | 2021 | Alera Group, Inc. | J&J Benefits Insurance Agency, Inc. | UT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/01/21 | 2021 | Alera Group, Inc. | Phil Klein Insurance Group, LLC | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/21 | 2021 | Alera Group, Inc. | Schwartz Insurance Agency | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/21 | 2021 | BroadStreet Partners, Inc. | Oxford Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/21 | 2021 | Heffernan Insurance Brokers | Undisclosed insurance agency | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 11/01/21 | 2021 | Inszone Insurance Services, Inc. | Cabrera Financial LLC | AZ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/01/21 | 2021 | Investor Group | Peter C. Foy & Associates Insurance Services, LLC | CA | Other Buyer | Retail | Multi Line | |
| 11/01/21 | 2021 | Keystone Agency Investors LLC | Assets of Mitchell Insurance Group | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/21 | 2021 | Keystone Agency Investors LLC | Certain assets of JB Insurance Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Mike Haffar Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed insurance brokerage agency | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 11/01/21 | 2021 | The Hilb Group, LLC | CLBS, INC. | NH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/01/21 | 2021 | World Insurance Associates, LLC | Coe-Brooke Insurance Agency, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/01/21 | 2021 | World Insurance Associates, LLC | Comprehensive Underwriters, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 11/01/21 | 2021 | Alera Group, Inc. | Becker Insurance Agency, P.C. | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 11/01/21 | 2021 | Alera Group, Inc. | McSherry & Hudson, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 11/01/21 | 2021 | Risk Strategies Company, LLC | Better Business Planning Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 11/01/21 | 2021 | Risk Strategies Company, LLC | KRA Insurance Agency, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 10/31/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/31/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/31/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 10/31/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/31/21 | 2021 | High Street Insurance Partners, LLC | Chappell Insurance Agency, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/31/21 | 2021 | High Street Insurance Partners, LLC | CoSaint Insurance, LLC | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/31/21 | 2021 | High Street Insurance Partners, LLC | Lawver Insurance & Financial Services Inc. dba Insurance of the Carolinas | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/31/21 | 2021 | High Street Insurance Partners, LLC | Rimmer & Associates, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/31/21 | 2021 | High Street Insurance Partners, LLC | Snotherly Insurance Agency, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/31/21 | 2021 | High Street Insurance Partners, LLC | WIFS Inc. dba Best Rates for Insurance | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/31/21 | 2021 | XPT Group LLC | S&H Underwriters Inc | VT | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 10/31/21 | 2021 | AssuredPartners, Inc. | Vanner Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 10/27/21 | 2021 | Origin Bancorp, Inc. | The Lincoln Agency, LLC | LA | Bank or Thrift | Retail | P&C | Download |
| 10/27/21 | 2021 | Arthur J. Gallagher & Co. | VanDyke Group Inc. | IL | Public Broker | Retail | Multi Line | Download |
| 10/26/21 | 2021 | AssuredPartners, Inc. | Jones & Maulding Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 10/26/21 | 2021 | IMA Financial Group, Inc. | Parker, Smith & Feek, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 10/25/21 | 2021 | Searchlight Capital | Euclid Transactional | NY | Other Buyer | MGA | P&C | Download |
| 10/25/21 | 2021 | Elmwood Agency Corp. | Oasis Group & Associates, LLC | NY | Independent Agency/Broker | Retail | P&C | Download |
| 10/22/21 | 2021 | Liberty Company Insurance Brokers | Aura Risk Management | CA | Independent Agency/Broker | MGA | P&C | Download |
| 10/21/21 | 2021 | Crest Insurance Group, LLC | Frontier, LLC | CO | Independent Agency/Broker | Retail | P&C | |
| 10/21/21 | 2021 | Experian plc | Gabi Personal Insurance Agency, Inc. | CA | Other Buyer | Retail | P&C | Download |
| 10/21/21 | 2021 | Liberty Company Insurance Brokers | The Perzel Agency | PA | Independent Agency/Broker | Wholesale | Multi Line | Download |
| 10/20/21 | 2021 | Higginbotham & Associates, Inc. | Financial Benefit Services, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 10/19/21 | 2021 | AssuredPartners, Inc. | Jester Insurance Services Inc. | IA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 10/15/21 | 2021 | Ensurise LLC | Property and Casualty Business of Gerczak Insurance Agency, Inc. | VA | Independent Agency/Broker | Retail | P&C | Download |
| 10/14/21 | 2021 | Higginbotham & Associates, Inc. | Mass Group Marketing, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/13/21 | 2021 | Keystone Agency Investors LLC | Assets of McGowan Insurance Group Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 10/12/21 | 2021 | Arthur J. Gallagher & Co. | W P Dolle LLC | OH | Public Broker | Retail | Multi Line | Download |
| 10/12/21 | 2021 | Hub International Limited | Assets Of Safe Harbour Group, Ltd. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 10/11/21 | 2021 | Hub International Limited | Assets Of Jerry Baird Agency Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 10/11/21 | 2021 | PEAK6 LLC | We Insure Group, Inc. | FL | Other Buyer | Wholesale | P&C | Download |
| 10/11/21 | 2021 | USI Holdings Corporation | Daul Insurance Agency, Inc. | LA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 10/11/21 | 2021 | Arthur J. Gallagher & Co. | River Valley Capital Insurance, Inc. | IA | Public Broker | Retail | P&C | Download |
| 10/11/21 | 2021 | Arthur J. Gallagher & Co. | SeaCoast Underwriters, Inc. | FL | Public Broker | MGA | P&C | Download |
| 10/08/21 | 2021 | Hub International Limited | Verity Insurance Services Inc. / Bellehaven Management Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 10/07/21 | 2021 | Galway Insurance Holdings | Assets of Russell Bond & Co. Inc. | NY | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 10/07/21 | 2021 | Integrity Marketing Group LLC | D&D Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 10/07/21 | 2021 | Hub International Limited | Eaton-Provident Group, LLC | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 10/06/21 | 2021 | A.N. Ansay & Associates, Inc. | Buxton O'Neill Insurance Agency | WI | Independent Agency/Broker | Retail | Multi Line | |
| 10/06/21 | 2021 | DOXA Insurance Holdings LLC | A.G.I.A., Inc./ Worldwide Rescue and Security, Inc. | CA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 10/05/21 | 2021 | Integrity Marketing Group LLC | Brokerage 1 Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 10/05/21 | 2021 | Hub International Limited | Silverman Financial, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 10/04/21 | 2021 | Coalition Insurance Solutions, Inc. | Attune Isurance | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download | |
| 10/04/21 | 2021 | Hub International Limited | Assets of CM&F Group, Inc. | NY | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 10/04/21 | 2021 | Liberty Company Insurance Brokers | Southern Palm Insurance | FL | Independent Agency/Broker | Retail | P&C | Download |
| 10/04/21 | 2021 | Neptune Flood Incorporated | Jumpstart Insurance Solutions, Inc. | CA | Independent Agency/Broker | Wholesale | P&C | Download |
| 10/01/21 | 2021 | Acrisure, LLC | Atlantic Shield Insurance Group LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | LA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/21 | 2021 | Alera Group, Inc. | Bagwell & Bagwell Insurance LLC | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/21 | 2021 | BroadStreet Partners, Inc. | Book of Business | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/21 | 2021 | Butler & Messier, Inc. | Alpine Insurance Agency | RI | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/21 | 2021 | Butler & Messier, Inc. | Capuano Insurance Agency | RI | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/21 | 2021 | First Light Program Managers, Inc. | Marine N-Surance Brokers Inc. | AL | Independent Agency/Broker | MGA | P&C | Download |
| 10/01/21 | 2021 | Heffernan Insurance Brokers | Rose City Associates, LLC | OR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 10/01/21 | 2021 | Heffernan Insurance Brokers | Twentytwenty Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
