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 |
|---|---|---|---|---|---|---|---|---|
| 07/01/21 | 2021 | Hilb Group LLC | BGH & Associates, LLC | VA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 07/01/21 | 2021 | Keystone Agency Investors LLC | Certain insurance assets | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 07/01/21 | 2021 | Susquehanna Insurance | Affinity Insurance Associates Inc. | PA | Independent Agency/Broker | Retail | P&C | |
| 07/01/21 | 2021 | The Amynta Group | Scion Underwriting Services, Inc. | TX | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 07/01/21 | 2021 | Venture Holdings, Inc. | Sycamore Insurance Agency, Inc. | MI | Other Buyer | MGA | P&C | |
| 07/01/21 | 2021 | World Insurance Associates, LLC | Crossland Insurance Agency | LA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 07/01/21 | 2021 | World Insurance Associates, LLC | Mccue insurance, inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 07/01/21 | 2021 | World Insurance Associates, LLC | Mendel Kaliff Company | TX | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 07/01/21 | 2021 | ABRY Partners | Socius Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 07/01/21 | 2021 | Hilb Group LLC | Health Quote of R.I. Inc. | RI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 07/01/21 | 2021 | Hilb Group LLC | Keith Ghaphery Insurance and Associates, Inc | VA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 07/01/21 | 2021 | Hilb Group LLC | Mayo Insurance Agency, Inc. / Williamsburg Insurance Agency, LLC | VA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 07/01/21 | 2021 | Hilb Group LLC | Ronnie Shriner Insurance Agency, Inc. | VA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 07/01/21 | 2021 | Hilb Group LLC | Ryan Harris Insurance & Financial Services, Inc. | VA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 07/01/21 | 2021 | Hilb Group LLC | The Harvey Insurance Agency, Inc. | VA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 07/01/21 | 2021 | Relation Insurance, Inc. | Assets of Gary Blaustein Associates, LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 07/01/21 | 2021 | Relation Insurance, Inc. | Assets of Hooper, Spuhler & Sturgeon Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/30/21 | 2021 | AssuredPartners, Inc. | Sterling Insurance Group | MI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 06/30/21 | 2021 | Bankers Insurance, LLC | First Bank Insurance Services, Inc. | NC | Independent Agency/Broker | Retail | Multi Line | |
| 06/30/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Elliot Katzovitz Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/30/21 | 2021 | Private Investor | The Jordan Insurance Group, LLC | MD | Other Buyer | Retail | EB & Consulting | |
| 06/30/21 | 2021 | Arthur J. Gallagher & Co. | Stellar Benefits Group, LLC | OH | Public Broker | Retail | EB & Consulting | Download |
| 06/30/21 | 2021 | Relation Insurance, Inc. | Walker & Associates Services, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 06/29/21 | 2021 | AmeriLife Group, L.L.C. | Maximum Senior Benefits LLC | UT | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 06/29/21 | 2021 | Integrity Marketing Group LLC | Carolina Senior Marketing, LLC | NC | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 06/23/21 | 2021 | Acrisure, LLC | Durkin Agency, Inc | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 06/23/21 | 2021 | NFP Corp. | Emphasis Benefits | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 06/23/21 | 2021 | AssuredPartners, Inc. | Goodman Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 06/22/21 | 2021 | Integrity Marketing Group LLC | Montalto United Insurance Agency, LLC | FL | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 06/19/21 | 2021 | IMA Financial Group, Inc. | CLIC Management NV LLC | CA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 06/14/21 | 2021 | Baldwin Risk Partners | Rogers & Gray Insurance Agency Inc. | MA | Public Broker | Retail | EB & Consulting | Download |
| 06/11/21 | 2021 | AssuredPartners, Inc. | B+H Insurance, LLC | DE | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 06/10/21 | 2021 | A.N. Ansay & Associates, Inc. | Schultz & Schultz Insurance Agency, Inc | WI | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/09/21 | 2021 | IMA Financial Group, Inc. | Professional Lines Underwriting Specialists Inc. | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 06/09/21 | 2021 | PEAK6 LLC | Team Focus Insurance Group, LLC | FL | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 06/09/21 | 2021 | AmWINS Group | M.T.Donahoe & Associates | MD | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 06/08/21 | 2021 | Accelerant Holdings Ltd. | Agribusiness Risk Underwriters | NC | Insurance Company | MGA | P&C | |
| 06/08/21 | 2021 | Integrity Marketing Group LLC | ASPECT Management, LLC | SC | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 06/08/21 | 2021 | Digital Insurance, Inc. | Compass Benefit Advisors LLC | ID | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/03/21 | 2021 | Patriot Growth Insurance Services, LLC | Alliance & Associates | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 06/02/21 | 2021 | Digital Insurance, Inc. | Ashley Group, L.L.C. | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 06/02/21 | 2021 | Integrity Marketing Group LLC | Unified Health Inc. | UT | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 06/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | KY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/21 | 2021 | Crest Insurance Group, LLC | SJS Insurance, LLC | AZ | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/21 | 2021 | Heffernan Insurance Brokers | Valley General Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 06/01/21 | 2021 | High Street Insurance Partners, LLC | Gingrich Insurance Group LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/21 | 2021 | High Street Insurance Partners, LLC | Taylor Hill Insurance Service Inc. | MO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/21 | 2021 | High Street Insurance Partners, LLC | Undisclosed Insurance Agency | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 06/01/21 | 2021 | High Street Insurance Partners, LLC | Williams & Stazzone Insurance Agency, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/21 | 2021 | Inszone Insurance Services, Inc. | Valley Regional Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 06/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Empire Company Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 06/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Heritage Premium Finance Company | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | River Valley Insurance Agency Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 06/01/21 | 2021 | World Insurance Associates, LLC | Ample Insurance, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 06/01/21 | 2021 | Heffernan Insurance Brokers | Yoder Insurance Agency, Ltd | NV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 06/01/21 | 2021 | World Insurance Associates, LLC | Family Tree Insurance Solutions, Inc. | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 05/28/21 | 2021 | Arthur J. Gallagher & Co. | LDJ American Online Benefits Group, LLC | TX | Public Broker | Wholesale | EB & Consulting | Download |
| 05/27/21 | 2021 | The Ardonagh Group | BGC Partners, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 05/26/21 | 2021 | Digital Insurance, Inc. | Impact Benefits & Retirement | OR | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 05/26/21 | 2021 | Digital Insurance, Inc. | Strategic Employee Benefit Services of Oregon LLC | OR | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 05/25/21 | 2021 | Integrity Marketing Group LLC | Premier Strategies Inc | FL | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 05/24/21 | 2021 | Truist Financial Corporation | Constellation Affiliated Partners | NY | Bank or Thrift | MGA | P&C | Download |
| 05/24/21 | 2021 | AssuredPartners, Inc. | Anchor Pardue Insurance, Inc. | AL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 05/21/21 | 2021 | Warren Weiss Insurance Agency, Inc. | Virginia D. Reiss Agency, Inc. | PA | Independent Agency/Broker | Retail | P&C | Download |
| 05/21/21 | 2021 | AssuredPartners, Inc. | Bond Benefits Consulting LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 05/20/21 | 2021 | High Street Insurance Partners, LLC | The Elite Group | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 05/20/21 | 2021 | Element Risk Management | Smith's Insurance Agency Inc. | PA | Independent Agency/Broker | Retail | P&C | Download |
| 05/19/21 | 2021 | Alera Group, Inc. | Direct Benefits Inc. | MN | Independent Agency/Broker- Private Capital Backed | MGA | EB & Consulting | Download |
| 05/19/21 | 2021 | Arthur J. Gallagher & Co. | Garner & Glover Company | GA | Public Broker | Retail | Multi Line | Download |
| 05/19/21 | 2021 | High Street Insurance Partners, LLC | Simmons Insurance Group | OR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 05/18/21 | 2021 | Integrity Marketing Group LLC | Anthony Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 05/18/21 | 2021 | Newfront Insurance Services, LLC | Aviation Marine Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 05/17/21 | 2021 | G2 Insurance Services, LLC | Schroeder Group, Inc. | OH | Independent Agency/Broker | Retail | P&C | Download |
| 05/17/21 | 2021 | Brown & Brown, Inc. | Piper Jordan, LLC | CA | Public Broker | Retail | EB & Consulting | Download |
| 05/17/21 | 2021 | InterWest Insurance Services, LLC | Aegis Insurance Markets | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/13/21 | 2021 | Alera Group, Inc. | Bell Insurance, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 05/12/21 | 2021 | Higginbotham & Associates, Inc. | Haik Insurance Holdings LLC | LA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 05/12/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Trade Risk Guaranty Brokerage Services LLC | MT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/11/21 | 2021 | Integrity Marketing Group LLC | Cornerstone Financial Group, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 05/11/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | The Trident Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 05/11/21 | 2021 | Inszone Insurance Services, Inc. | Williams Insurance Service, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 05/10/21 | 2021 | A.N. Ansay & Associates, Inc. | Insurance Specialists, LLC | WI | Independent Agency/Broker | Retail | P&C | |
| 05/10/21 | 2021 | Hub International Limited | Ion Insurance Corporaton | CT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 05/10/21 | 2021 | Liberty Company Insurance Brokers | Gray-Stone & Company | CA | Independent Agency/Broker | Wholesale | P&C | |
| 05/10/21 | 2021 | Tango Specialty | V3 Insurance Partners LLC | PA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 05/10/21 | 2021 | Kaplansky Insurance Agency, Inc. | John P. Riley Insurance | MA | Independent Agency/Broker | Retail | P&C | Download |
| 05/07/21 | 2021 | AssuredPartners, Inc. | Texas Associates Insurors Agency, L.P. | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 05/05/21 | 2021 | AssuredPartners, Inc. | Lehrer & Madden Insurance Agency Incorporated | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 05/05/21 | 2021 | Hub International Limited | Conover Insurance Services, LLC | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 05/04/21 | 2021 | Integrity Marketing Group LLC | Roberts Alliance LLC | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 05/04/21 | 2021 | Hub International Limited | Cooper & Allison | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 05/03/21 | 2021 | First Mid Bancshares, Inc. | Truck Insurance Specialists, Inc./Hometown Insurance, Inc. | IL | Bank or Thrift | Retail | P&C | |
| 05/03/21 | 2021 | Keystone Agency Investors LLC | Yurconic Agency | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 05/03/21 | 2021 | AmWINS Group | Equisure, Inc. | CO | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 05/03/21 | 2021 | TrueNorth Companies LLC | Ramsey-Weeks, Inc. | IA | Independent Agency/Broker | Retail | P&C | Download |
| 05/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | VA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 05/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/21 | 2021 | Heffernan Insurance Brokers | QuieTrack Insurance Services Corporation | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 05/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | KPS Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Montgomery & Graham Inc. | OR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Northgate Benefits and Insurance Services LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Pacific Heritage Insurance Services LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/21 | 2021 | USI Holdings Corporation | May Insurance Services Inc | OH | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 05/01/21 | 2021 | World Insurance Associates, LLC | Empire Underwriters LLC | FL | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 05/01/21 | 2021 | Eastern Bankshares, Inc. | Assets of Barr Insurance Agency, Inc. | MA | Bank or Thrift | Retail | P&C | Download |
| 05/01/21 | 2021 | Hilb Group LLC | Benefit Foundations, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 05/01/21 | 2021 | Reliance Global Group, Inc. | J.P. Kush and Associates, Inc. | MI | Other Buyer | Retail | EB & Consulting | Download |
| 04/30/21 | 2021 | Crest Insurance Group, LLC | Michaels and Associates, Inc. | AZ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 04/30/21 | 2021 | NFP Corp. | First Person, Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 04/30/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Hale & Associates, Inc. | AK | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/28/21 | 2021 | IMA Financial Group, Inc. | Bolton & Company Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 04/28/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | W.B. Adams Company | OR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 04/28/21 | 2021 | Alera Group, Inc. | Duryea Agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/27/21 | 2021 | Baldwin Risk Partners | Substantially all of the assets of Seniors' Insurance Services Inc. | WA | Public Broker | Retail | P&C | Download |
| 04/27/21 | 2021 | Integrity Marketing Group LLC | Plan Advisors LLC | FL | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 04/23/21 | 2021 | Relation Insurance, Inc. | Santo Insurance & Financial Services, Inc. | NH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/22/21 | 2021 | Relation Insurance, Inc. | Clark Farley Insurance Agency | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/20/21 | 2021 | Alera Group, Inc. | Adamson & McGoldrick Insurance Solutions | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 04/20/21 | 2021 | AssuredPartners, Inc. | Biglow & Company Inc | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/16/21 | 2021 | ABRY Partners | High Street Insurance Partners, Inc. | MI | Other Buyer | Retail | Multi Line | Download |
| 04/15/21 | 2021 | Milz Health Group | Gunderson & Associates, LLC | WI | Independent Agency/Broker | Retail | P&C | Download |
| 04/14/21 | 2021 | Brown & Brown, Inc. | substantially all of the assets of Leon Silver | NJ | Public Broker | Wholesale | P&C | Download |
| 04/13/21 | 2021 | Integrity Marketing Group LLC | Polcyn Insurance & Financial Services, LLC | AZ | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 04/13/21 | 2021 | Kaplansky Insurance Agency, Inc. | Russ Towers Insurance Agency, Inc. | RI | Independent Agency/Broker | Retail | P&C | Download |
| 04/12/21 | 2021 | High Street Insurance Partners, LLC | NY Auto Brokerage Group, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/12/21 | 2021 | High Street Insurance Partners, LLC | Hartzell Insurance Associates, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/07/21 | 2021 | Hub International Limited | Assets of Wyoming Financial Insurance Inc. | WY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 04/07/21 | 2021 | Security Service Federal Credit Union | Pace Insurance Managers, Inc. | LA | Bank or Thrift | Retail | P&C | Download |
| 04/07/21 | 2021 | MS Amlin | International Transportation Marine Office, LLC | AZ | Independent Agency/Broker | MGA | P&C | Download |
| 04/06/21 | 2021 | Investor Group | AccuRisk Solutions LLC | IL | Other Buyer | MGA | P&C | |
| 04/06/21 | 2021 | Integrity Marketing Group LLC | Kellogg Insurance Marketing, Inc. | UT | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 04/05/21 | 2021 | Hub International Limited | KC Insurance Group LLP | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/01/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/01/21 | 2021 | Alera Group, Inc. | Lamb Benefits Division | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 04/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/01/21 | 2021 | EPIC (Edgewood Partners Insurance Center) | Pegasus Captive Management LLC | UT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/01/21 | 2021 | IMA Financial Group, Inc. | Jacobs & Associates, Inc. | OH | Independent Agency/Broker | MGA | P&C | Download |
| 04/01/21 | 2021 | INSURICA Insurance Management Network | Oklahoma Business Insurors Agency, LLC | OK | Independent Agency/Broker | Retail | Multi Line | |
| 04/01/21 | 2021 | J. Morey Company, Inc. | Aihara & Associates Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 04/01/21 | 2021 | Marsh & McLennan Companies, Inc. | PayneWest Insurance, Inc. | MT | Public Broker | Retail | Multi Line | Download |
| 04/01/21 | 2021 | Marsh & McLennan Companies, Inc. | Pryor Group, LLC | TX | Public Broker | Retail | EB & Consulting | |
| 04/01/21 | 2021 | Tangram Insurance Services, Inc. | Personal Care and Assisted Living Insurance Center, LLC | IL | Independent Agency/Broker | MGA | P&C | Download |
| 04/01/21 | 2021 | USI Holdings Corporation | Bert Company | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 04/01/21 | 2021 | World Insurance Associates, LLC | Dacey Insurance Agency Inc. | RI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/01/21 | 2021 | World Insurance Associates, LLC | John Roberts Insurance Agency LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/01/21 | 2021 | World Insurance Associates, LLC | Lawrence & Brownlee Agency | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/01/21 | 2021 | World Insurance Associates, LLC | VIA Insurance AgencyLane Financial Services LLC | VA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 04/01/21 | 2021 | Alera Group, Inc. | Boston Benefit Partners, LLC | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 04/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/01/21 | 2021 | Eastern Bankshares, Inc. | Assets of NorthBridge Insurance Agency, Inc. | MA | Bank or Thrift | Retail | Multi Line | Download |
| 04/01/21 | 2021 | High Street Insurance Partners, LLC | Perry & Carroll, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 04/01/21 | 2021 | Hilb Group LLC | Clarus Benefits Group LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 04/01/21 | 2021 | Hilb Group LLC | Mccartha Cobb & Associates, Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 04/01/21 | 2021 | J.M. Wilson Corporation | Transcom General Agency, Inc. | WI | Independent Agency/Broker | MGA | P&C | Download |
| 03/30/21 | 2021 | Integrity Marketing Group LLC | Modern Insurance Marketing, Inc. | OR | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 03/30/21 | 2021 | Risk Strategies Company, LLC | Specialty Insurance Solutions, Inc. | KS | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 03/30/21 | 2021 | High Street Insurance Partners, LLC | Wall Street Insurance, Inc. | CO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 03/26/21 | 2021 | Element Risk Management | Henderson Insurance Agency, Inc. | PA | Independent Agency/Broker | Retail | P&C | Download |
| 03/26/21 | 2021 | Element Risk Management | Our Legacy Insurance Agency LLC | VA | Independent Agency/Broker | Retail | P&C | Download |
| 03/25/21 | 2021 | Sterling Seacrest Partners, Inc. | Pritchard & Jerden, Incorporated | GA | Independent Agency/Broker | Retail | Multi Line | |
| 03/24/21 | 2021 | Digital Insurance, Inc. | Your Benefits Partner, LLC | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/23/21 | 2021 | Digital Insurance, Inc. | Mike Sessor Insurance Agency | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/23/21 | 2021 | Arthur J. Gallagher & Co. | R&R Benefits/Risk Management, LLC | IN | Public Broker | Retail | EB & Consulting | Download |
| 03/23/21 | 2021 | Integrity Marketing Group LLC | Brokers International, Ltd. | IA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 03/19/21 | 2021 | Thompson Insurance Group | Stateline Insurance & Financial Services, Inc. | RI | Independent Agency/Broker | Retail | P&C | Download |
| 03/18/21 | 2021 | Alera Group, Inc. | Specialized Insurance Services Agency, Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 03/18/21 | 2021 | Peninsula General Insurance Agency | Coffer Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 03/17/21 | 2021 | Relation Insurance, Inc. | Parks Insurance & Financial, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 03/16/21 | 2021 | AmeriLife Group, L.L.C. | James Scott Harper | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 03/16/21 | 2021 | Integrity Marketing Group LLC | MERIT Insurance Services, Inc. | CT | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 03/16/21 | 2021 | Relation Insurance, Inc. | Assets of Adams Insurance Agency, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 03/15/21 | 2021 | Kelly Miller Insurance Associates, Inc. | Amerisave Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 03/14/21 | 2021 | AssuredPartners, Inc. | Rice Insurance Services Company, LLC | KY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/11/21 | 2021 | Alera Group, Inc. | Behling Insurance Agency Inc. | UT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 03/11/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Dixon Insurance, Inc. | ND | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/11/21 | 2021 | AssuredPartners, Inc. | Fiorella Insurance Agency Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 03/10/21 | 2021 | Relation Insurance, Inc. | Assets of Mckinney Group Inc | AR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/10/21 | 2021 | Crest Insurance Group, LLC | S.G.B Ltd. | AZ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/10/21 | 2021 | Liebler Agency Inc | Atkins Insurance Group, Inc. | MI | Independent Agency/Broker | Retail | P&C | Download |
| 03/09/21 | 2021 | Hub International Limited | The Juban Insurance Group, LLC | LA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 03/09/21 | 2021 | Integrity Marketing Group LLC | Copeland Group USA, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 03/09/21 | 2021 | ManhattanLife Assurance Company of America | Western Skies MGU LLC | NV | Insurance Company | MGA | P&C | Download |
| 03/09/21 | 2021 | Risk Strategies Company, LLC | Cannasure Insurance Services, LLC | OH | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 03/09/21 | 2021 | Relation Insurance, Inc. | InSource Insurance | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 03/09/21 | 2021 | Relation Insurance, Inc. | Shepard Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 03/08/21 | 2021 | Hub International Limited | Davis Trachtenberg, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 03/05/21 | 2021 | Hub International Limited | Assets of Incentive Systems Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 03/04/21 | 2021 | AmWINS Group | Worldwide Facilities, LLC | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | Multi Line | Download |