Industry Transactions
Industry Transaction Details (as of February 28, 2025)
| Who’s Buying | |
|---|---|
| Insurance Brokerage | 785 |
| Insurance Carrier and Other | 18 |
| Banks and Thrifts | 7 |
| What’s Being Bought | |
|---|---|
| Full Service | 171 |
| P&C | 476 |
| Employee Benefits | 164 |
| Retail vs. Specialty | |
|---|---|
| Retail | 699 |
| Specialty | 112 |
All transactions listed are announced deals involving public companies, private equity backed brokers, private companies, banks, InsurTech companies (2017-2018 only) as well as others including private equity groups, underwriters, specialty lenders, etc. All targets are U.S. only. This data displays a snapshot at a particular point in time and has not been updated to reflect subsequent changes in prior years, if any. MarshBerry estimates that only 50 – 60% of all transactions are actually made public. Past performance is not necessarily indicative of future results. Data reported YTD as of 2/28/2025
Source: S&P Global Market Intelligence, Insurance Journal, and other publicly available sources
<- If necessary, scroll to view table info ->
| Announced Date | Deal Year | Buyer | Seller | Seller Location | Buyer Type | Seller Type | Seller Line of Business | Press Release |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 10/01/21 | 2021 | High Street Insurance Partners, LLC | Sandy Garza & Associates Inc | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/21 | 2021 | Morse Insurance Agency, Inc. | Magoon Insurance agency, Inc | MA | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/21 | 2021 | Patriot Growth Insurance Services, LLC | Crosslet Insurance Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/21 | 2021 | Patriot Growth Insurance Services, LLC | Koverage Insurance Group, LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/01/21 | 2021 | Patriot Growth Insurance Services, LLC | Ortega Ranch Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/21 | 2021 | Patriot Growth Insurance Services, LLC | Sherrill & Company | GA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Chesapeake Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/01/21 | 2021 | World Insurance Associates, LLC | Marino Agency Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 10/01/21 | 2021 | World Insurance Associates, LLC | Pope Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 10/01/21 | 2021 | World Insurance Associates, LLC | Total Coverage Insurance | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 10/01/21 | 2021 | Mcintire & Associates, Inc. | Landmark Insurance Group, LLC | TN | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/01/21 | 2021 | The Hilb Group, LLC | Book of Personal Lines Business of D. F. Dwyer & Associates, LLC | RI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 10/01/21 | 2021 | The Hilb Group, LLC | Forrest Insurance Agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 10/01/21 | 2021 | The Hilb Group, LLC | Gerardi Insurance Services, Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 09/30/21 | 2021 | Digital Insurance, Inc. | Praxis Consulting, Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 09/30/21 | 2021 | High Street Insurance Partners, LLC | Mcdonald Insurance, LLC | TN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/30/21 | 2021 | High Street Insurance Partners, LLC | Pegram Agency, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/30/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Farris Evans Insurance Agency, Inc. | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/30/21 | 2021 | Relation Insurance, Inc. | Truck Insurance Mart, Inc. | MO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/30/21 | 2021 | Risk Strategies Company, LLC | Corrigan Johnston Risk Advisors, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/30/21 | 2021 | Risk Strategies Company, LLC | Hill Program Managers LLC | CO | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 09/30/21 | 2021 | Arthur J. Gallagher & Co. | Alpha Surety & Insurance Brokerage, LLC | AR | Public Broker | Wholesale | P&C | Download |
| 09/29/21 | 2021 | Patriot Growth Insurance Services, LLC | Southern Insurance Group, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 09/29/21 | 2021 | SandStone Insurance Partners, LLC | Assets of National Health Insurance Agencies | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/29/21 | 2021 | NFP Corp. | www.FindMyBenefits.com | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 09/29/21 | 2021 | Relation Insurance, Inc. | Assets of Insley Insurance & Financial Services, Inc. | DE | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 09/28/21 | 2021 | Relation Insurance, Inc. | Assets of The Furman Co., Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 09/23/21 | 2021 | Relation Insurance, Inc. | Assets of Pitts Insurance Team LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 09/22/21 | 2021 | Liberty Company Insurance Brokers | CorMarc Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 09/22/21 | 2021 | Relation Insurance, Inc. | Assets of Perry Insurance Group Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 09/21/21 | 2021 | GI Partners | Patriot Growth Insurance Services | PA | Other Buyer | Retail | Multi Line | Download |
| 09/21/21 | 2021 | Integrity Marketing Group LLC | Fidelis Consultants | AZ | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 09/21/21 | 2021 | Arthur J. Gallagher & Co. | Files Agribusiness, LLC | LA | Public Broker | Retail | P&C | Download |
| 09/20/21 | 2021 | Hub International Limited | Insurance brokerage assets of Joyce M. (Dixie) Purselley | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 09/20/21 | 2021 | USI Holdings Corporation | Insurance and Capital Management LLC | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 09/20/21 | 2021 | AssuredPartners, Inc. | Smith-Reiss Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 09/20/21 | 2021 | Brown & Brown, Inc. | Gremesco of New Jersey LLC | NJ | Public Broker | Wholesale | P&C | Download |
| 09/17/21 | 2021 | Alera Group, Inc. | Brokerage Commercial Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 09/16/21 | 2021 | BroadStreet Partners, Inc. | Undisclosed insurance agency | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | ||
| 09/16/21 | 2021 | DOXA Insurance Holdings LLC | Caitlin-Morgan Insurance Services | IN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 09/16/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Gimlin & Udy Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/15/21 | 2021 | Alera Group, Inc. | Fendley Gregg Benefits Inc. | AZ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 09/15/21 | 2021 | NSI Insurance Group | Express Insurance | FL | Independent Agency/Broker | Retail | P&C | Download |
| 09/15/21 | 2021 | NSI Insurance Group | White Cloud Insurance | FL | Independent Agency/Broker | Retail | P&C | Download |
| 09/14/21 | 2021 | Integrity Marketing Group LLC | Aegis Financial, Inc. | CO | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 09/14/21 | 2021 | Arthur J. Gallagher & Co. | Lloyd Bedford Cox, Inc. | NY | Public Broker | Retail | P&C | Download |
| 09/14/21 | 2021 | AssuredPartners, Inc. | Employee One Benefit Solutions LLC | MD | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 09/13/21 | 2021 | Patriot Growth Insurance Services, LLC | Undisclosed insurance agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/13/21 | 2021 | Baldwin Risk Partners | Jacobson, Goldfarb & Scott, Inc. | NJ | Public Broker | MGA | P&C | Download |
| 09/10/21 | 2021 | High Street Insurance Partners, LLC | John C Lee Insurance Group LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/10/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/09/21 | 2021 | Digital Insurance, Inc. | Katz Insurance Group LLC | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 09/09/21 | 2021 | King Insurance Agency, Inc. | Corsair Insurance Agency LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 09/09/21 | 2021 | Porch Group, Inc. | American Home Protect, LLC | TX | Other Buyer | MGA | P&C | Download |
| 09/08/21 | 2021 | Alera Group, Inc. | Propel Insurance Agency, LLC | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 09/08/21 | 2021 | Genstar Capital, LLC | Alera Group, Inc. | IL | Other Buyer | Retail | Multi Line | Download |
| 09/08/21 | 2021 | Hub International Limited | Assets of McNellis & Company, Inc | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 09/08/21 | 2021 | Integrity Marketing Group LLC | Oberlin Marketing | IN | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 09/08/21 | 2021 | Patriot Growth Insurance Services, LLC | Herndon Carr & Co., Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/08/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Preferred Insurance Service, Inc | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/08/21 | 2021 | Baldwin Risk Partners | White Hill Plaza, Inc. | TX | Public Broker | Retail | EB & Consulting | Download |
| 09/07/21 | 2021 | Alliant Insurance Services | Senior Savings Network LLC | SC | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 09/07/21 | 2021 | USI Holdings Corporation | Reynolds & Reynolds Inc. | IA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 09/06/21 | 2021 | Yuba-Sutter Farm Bureau | Fletcher & Associates Insurance Services, Inc. | CA | Other Buyer | Retail | P&C | Download |
| 09/04/21 | 2021 | World Insurance Associates, LLC | Zodiac Insurance Services, LLC | NJ | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 09/03/21 | 2021 | Alliant Insurance Services | Dennis Breitenfeldt Health Insurance Services LLC | MN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 09/03/21 | 2021 | High Street Insurance Partners, LLC | Larry E Brown, Jr. Insurance Agency, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/03/21 | 2021 | High Street Insurance Partners, LLC | The DeFinis Agency | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/02/21 | 2021 | Alliant Insurance Services | West Coast Insurance Services, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 09/02/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | UT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/02/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/02/21 | 2021 | Marsh & McLennan Companies, Inc. | Vaaler Insurance, Inc. | ND | Public Broker | Retail | Multi Line | Download |
| 09/01/21 | 2021 | Acrisure, LLC | A-Affordable Insurance Agency Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | MO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Alliant Insurance Services | TIG Thomas Insurance Group | MO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 09/01/21 | 2021 | BroadStreet Partners, Inc. | Book of Business | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/01/21 | 2021 | Colony Bankcorp, Inc. | Hillery McBroom Agency | GA | Bank or Thrift | Retail | P&C | Download |
| 09/01/21 | 2021 | Colony Bankcorp, Inc. | Jim Butler agency | GA | Bank or Thrift | Retail | P&C | Download |
| 09/01/21 | 2021 | Colony Bankcorp, Inc. | The John Palmer agency | GA | Bank or Thrift | Retail | P&C | Download |