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 12/31/2024.

Source: S&P Global Market Intelligence, Insurance Journal, and other publicly available sources

Buyer

Deal Year

Location

Buyer Type

Seller Type

Seller Line of Business

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Announced Date	Deal Year	Buyer	Seller	Seller Location	Buyer Type	Seller Type	Seller Line of Business	Press Release
09/22/20	2020	Integrity Marketing Group LLC	Insurance Administrative Solutions, LLC	FL	Independent Agency/Broker	Wholesale	P&C
09/22/20	2020	World Insurance Associates, LLC	Sapoznik Insurance & Associates, Llc	FL	Independent Agency/Broker	Retail	EB & Consulting
09/21/20	2020	Arthur J. Gallagher & Co.	Charles W. Merriam & Son, Inc.	NY	Public Broker	Retail	Multi Line
09/21/20	2020	HGGC	Triplus Services, Inc.	MA	Other Buyer	MGA	P&C
09/18/20	2020	Arthur J. Gallagher & Co.	Erin P. Collins & Associates, Inc.	AZ	Public Broker	Retail	EB & Consulting
09/17/20	2020	High Street Insurance Partners, LLC	Millennium Alliance Group, LLC	NY	Independent Agency/Broker	Retail	P&C
09/17/20	2020	High Street Insurance Partners, LLC	Tracy Driscoll And Company Inc.	CT	Independent Agency/Broker	Retail	Multi Line
09/16/20	2020	Arthur J. Gallagher & Co.	The Kirksey Agency, Inc.	LA	Public Broker	Retail	Multi Line
09/16/20	2020	Brown & Brown, Inc.	Brookstone Insurance Group LLC	TX	Public Broker	Retail	Multi Line	Download
09/14/20	2020	Associated Agencies, Inc.	The Bensman Group	IL	Independent Agency/Broker	Retail	Multi Line
09/11/20	2020	Brown & Brown, Inc.	Assets of Frank E. Neal & Co. Inc.	TN	Public Broker	Retail	EB & Consulting
09/11/20	2020	OneBeacon Insurance Group, Ltd.	International Bond & Marine Brokerage Ltd	NJ	Insurance Company	MGA	P&C
09/10/20	2020	IMA Financial Group, Inc.	Phillip Gira Insurance, Inc.	CO	Independent Agency/Broker	Retail	Multi Line
09/09/20	2020	Hub International Limited	Assets of Todd & Associates, LLC	LA	Independent Agency/Broker	Retail	P&C
09/08/20	2020	Hub International Limited	Insurance brokerage assets of Charles R. Butler	MD	Independent Agency/Broker	Retail	P&C
09/04/20	2020	Hub International Limited	Assets of TEBC and Hollis Companies	LA	Independent Agency/Broker	Retail	EB & Consulting
09/04/20	2020	Sompo Holdings, Inc.	CGB Diversified Services, Inc.	KS	Insurance Company	MGA	P&C
09/03/20	2020	Digital Insurance, Inc.	DS Benefits Group	OH	Independent Agency/Broker	Retail	EB & Consulting
09/03/20	2020	Hub International Limited	Insurance brokerage assets	MD	Independent Agency/Broker	Retail	P&C
09/03/20	2020	Hub International Limited	Insurance brokerage assets of Jeffrey Preston Zepp	MD	Independent Agency/Broker	Retail	Multi Line
09/03/20	2020	The Amynta Group	compensation book of business from Houston International Insurance Group	TX	Independent Agency/Broker	Wholesale	EB & Consulting
09/02/20	2020	Brown & Brown, Inc.	Vehicle Administrative Services, LP, SafewRide Motor Club, Inc. and related affiliates	TX	Public Broker	MGA	P&C
09/02/20	2020	Heffernan Insurance Brokers	Assets of ISU Centinel Agency, LLC	CA	Independent Agency/Broker	Retail	Multi Line
09/01/20	2020	Acrisure, LLC	Benefits Department, Inc.	AZ	Independent Agency/Broker	Retail	EB & Consulting
09/01/20	2020	Acrisure, LLC	Bromley & Griffin, L.L.C.	UT	Independent Agency/Broker	Retail	P&C
09/01/20	2020	Acrisure, LLC	Hoosier Insurance and Financial Services, LLC	IN	Independent Agency/Broker	Retail	Multi Line
09/01/20	2020	Acrisure, LLC	Undiscloased Insurance Agency	OR	Independent Agency/Broker	Retail	P&C
09/01/20	2020	Acrisure, LLC	Undisclosed insurance agency	CA	Independent Agency/Broker	Retail	P&C
09/01/20	2020	Acrisure, LLC	Undisclosed insurance agency	CA	Independent Agency/Broker	Retail	P&C
09/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	ID	Independent Agency/Broker	Retail	P&C
09/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	CT	Independent Agency/Broker	Retail	P&C
09/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	FL	Independent Agency/Broker	Retail	P&C
09/01/20	2020	Alera Group, Inc.	TBR Associates	MA	Independent Agency/Broker	Retail	EB & Consulting
09/01/20	2020	BroadStreet Partners, Inc.	Certain Assets	IN	Independent Agency/Broker	Retail	P&C
09/01/20	2020	BroadStreet Partners, Inc.	Certain insurance assets	GA	Independent Agency/Broker	Retail	Multi Line
09/01/20	2020	HGGC	Fortiphi LLC	WA	Other Buyer	Retail	Multi Line
09/01/20	2020	Hilb Group LLC	Ganim Group, Inc.	CT	Independent Agency/Broker	Retail	Multi Line
09/01/20	2020	Inszone Insurance Services, Inc.	McDowall and Keeney Insurance Associates	CA	Independent Agency/Broker	Retail	Multi Line
09/01/20	2020	Keystone Agency Investors LLC	Bowersox Insurance Agency Company	MO	Independent Agency/Broker	Retail	Multi Line
09/01/20	2020	Keystone Agency Investors LLC	Eagle Insurance Agency, LLC	MO	Independent Agency/Broker	Retail	P&C
09/01/20	2020	Keystone Agency Investors LLC	Jerome L. Howe Inc.	MO	Independent Agency/Broker	Retail	P&C
09/01/20	2020	Keystone Agency Investors LLC	Midwest Insurance Solutions, Inc.	KS	Independent Agency/Broker	Retail	Multi Line
09/01/20	2020	Keystone Agency Investors LLC	SCI Group LLC	MO	Independent Agency/Broker	Retail	P&C
09/01/20	2020	Patriot Growth Insurance Services, LLC	Capstone Brokerage, Inc.	NV	Independent Agency/Broker	Retail	Multi Line	Download
09/01/20	2020	Peter C. Foy & Associates Insurance Services, LLC	James+Gable Insurance Brokers, Inc.	CA	Independent Agency/Broker	Retail	P&C
09/01/20	2020	Risk Strategies Company, LLC	Equinox Management Group, Inc.	NJ	Independent Agency/Broker	MGA	P&C
09/01/20	2020	World Insurance Associates, LLC	Gateway Agency National	NJ	Independent Agency/Broker	Retail	P&C
09/01/20	2020	World Insurance Associates, LLC	Paul Global Benefits, Inc.	NY	Independent Agency/Broker	Retail	EB & Consulting
08/31/20	2020	Element Risk Management	Barrick & Associates of Hanover	PA	Independent Agency/Broker	Retail	Multi Line
08/31/20	2020	Element Risk Management	Danner's Inc.	PA	Independent Agency/Broker	Retail	Multi Line
08/31/20	2020	Foundation Risk Partners, Corp.	Undisclosed insurance agency		Independent Agency/Broker	Retail	P&C
08/31/20	2020	World Insurance Associates, LLC	Countywide Insurance Agency	NY	Independent Agency/Broker	Retail	Multi Line
08/26/20	2020	Johnson & Johnson, Inc.	Assets of National Program Management	GA	Independent Agency/Broker	MGA	P&C
08/26/20	2020	Risk Strategies Company, LLC	McCamon-Hunt Insurance Agency, Inc.	OH	Independent Agency/Broker	Retail	Multi Line	Download
08/24/20	2020	AssuredPartners, Inc.	Mainstreet Financial Services, Inc.	WA	Independent Agency/Broker	Retail	P&C
08/24/20	2020	Risk Strategies Company, LLC	Securitas Insurance Partners, LLC	PA	Independent Agency/Broker	Wholesale	Multi Line
08/20/20	2020	AssuredPartners, Inc.	Dohn & Maher Associates	IL	Independent Agency/Broker	Retail	Multi Line
08/20/20	2020	Digital Insurance, Inc.	Advanced Benefit Concepts LLC	NJ	Independent Agency/Broker	Retail	EB & Consulting
08/18/20	2020	AssuredPartners, Inc.	Hatter, Williams & Purdy Insurance Marketing, Inc.	CA	Independent Agency/Broker	Retail	P&C
08/18/20	2020	Integrity Marketing Group LLC	Southern Insurance Group	TN	Independent Agency/Broker	Wholesale	P&C
08/18/20	2020	SpottedRisk	Media Guarantors Insurance Solutions, LLC	CA	Independent Agency/Broker	MGA	P&C
08/17/20	2020	Brown & Brown, Inc.	Amity Insurance Agency, Inc.	MA	Public Broker	Retail	Multi Line
08/17/20	2020	Choice Insurance Agency LLC	First National Brokerage Corporation	VA	Independent Agency/Broker	Retail	P&C
08/17/20	2020	NFP Corp.	Santa Maria and Company	CA	Independent Agency/Broker	Retail	Multi Line
08/13/20	2020	AssuredPartners, Inc.	AWS & Associates Insurance Agency, Inc.	CA	Independent Agency/Broker	Retail	Multi Line
08/13/20	2020	Brown & Brown, Inc.	Buiten & Associates LLC	MI	Public Broker	Retail	Multi Line
08/13/20	2020	High Street Insurance Partners, LLC	Book of business	NY	Independent Agency/Broker	Retail	P&C
08/13/20	2020	High Street Insurance Partners, LLC	Capital Insurance Group	MI	Independent Agency/Broker	Retail	Multi Line
08/13/20	2020	High Street Insurance Partners, LLC	Tall Pines Insurance Service Inc.	NY	Independent Agency/Broker	Retail	Multi Line
08/13/20	2020	Integrity Marketing Group LLC	ASB Financial	FL	Independent Agency/Broker	Wholesale	Multi Line
08/13/20	2020	Keystone Insurers Group, Inc.	Seltzer Group Agency LLC	PA	Independent Agency/Broker	Retail	Multi Line
08/12/20	2020	Jackson Sumner And Associates, Inc	Landers Underwriting Inc.	VA	Independent Agency/Broker	MGA	P&C
08/12/20	2020	Quad M Solutions, Inc.	iCan Benefit Group LLC	FL	Public Broker	Retail	EB & Consulting
08/10/20	2020	Randall & Quilter Investment Holdings Plc	Tradesman Program Managers LLC	NY	Insurance Company	MGA	P&C
08/07/20	2020	National Auto Care Corporation	assets of Excel Auto Partners, Inc.	NC	Independent Agency/Broker	Retail	P&C
08/06/20	2020	Patriot Growth Insurance Services, LLC	Bowermaster and Associates Insurance Agency, Inc.	CA	Independent Agency/Broker	Retail	Multi Line
08/05/20	2020	Hoosier Hills Credit Union	Lantis Insurance Services	IN	Bank or Thrift	Retail	Multi Line
08/04/20	2020	EverQuote, Inc.	CrossPointe Insurance Advisors, LLC	IN	Independent Agency/Broker	Retail	P&C	Download
08/04/20	2020	Integrity Marketing Group LLC	Agent Force	GA	Independent Agency/Broker	Wholesale	P&C
08/04/20	2020	NFP Corp.	Managed Care Consultants LLC	PA	Independent Agency/Broker	Retail	EB & Consulting
08/04/20	2020	Worldwide Facilities, Inc.	Clearwater Underwriters, Inc.	FL	Independent Agency/Broker	MGA	P&C	Download
08/03/20	2020	A. David Risman Insurance Agency, Inc.	Insurance Associates Inc.	MA	Independent Agency/Broker	Retail	P&C
08/03/20	2020	Risk Strategies Company, LLC	National Underwriting Services, Inc.	TX	Independent Agency/Broker	MGA	P&C
08/03/20	2020	USI Holdings Corporation	Colburn Corporation	MI	Independent Agency/Broker	Retail	Multi Line	Download
08/01/20	2020	Acrisure, LLC	Undiscloased Insurance Agency	PA	Independent Agency/Broker	Retail	P&C
08/01/20	2020	Acrisure, LLC	Undisclosed insurance agency	PA	Independent Agency/Broker	Retail	P&C
08/01/20	2020	Acrisure, LLC	Undisclosed insurance agency	PA	Independent Agency/Broker	Retail	P&C
08/01/20	2020	Acrisure, LLC	Undisclosed insurance agency	PA	Independent Agency/Broker	Retail	P&C
08/01/20	2020	Acrisure, LLC	Undisclosed insurance agency	MI	Independent Agency/Broker	Retail	P&C
08/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	AL	Independent Agency/Broker	Retail	P&C
08/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	PA	Independent Agency/Broker	Retail	P&C
08/01/20	2020	Alera Group, Inc.	Alper Services LLC	IL	Independent Agency/Broker	Retail	Multi Line
08/01/20	2020	Alera Group, Inc.	Banasky Insurance Inc	UT	Independent Agency/Broker	Retail	P&C
08/01/20	2020	Alera Group, Inc.	Frank N Lotman Insurance Inc	MD	Independent Agency/Broker	Retail	Multi Line
08/01/20	2020	Alera Group, Inc.	J.D. Moschitto & Associates, Inc.	NY	Independent Agency/Broker	Retail	EB & Consulting
08/01/20	2020	BroadStreet Partners, Inc.	Certain insurance assets	WV	Independent Agency/Broker	Retail	P&C
08/01/20	2020	BroadStreet Partners, Inc.	Certain insurance assets	MD	Independent Agency/Broker	Retail	P&C
08/01/20	2020	NFP Corp.	Rose & Kiernan, Inc.	NY	Independent Agency/Broker	Retail	Multi Line
08/01/20	2020	Reliance Global Group, Inc.	Assets of UIS Agency, LLC	NY	Other Buyer	Retail	P&C
08/01/20	2020	World Insurance Associates, LLC	Maximum Benefit Insurance Agency Inc.	NJ	Independent Agency/Broker	Retail	EB & Consulting
08/01/20	2020	World Insurance Associates, LLC	Peoples/Commercial Insurance Services, LLC	KS	Independent Agency/Broker	Retail	EB & Consulting
07/31/20	2020	USI Holdings Corporation	Certain assets of Johnson Insurance Services LLC	WI	Independent Agency/Broker	Retail	Multi Line
07/30/20	2020	The Yuronci Agency	George I. LaRose Insurance, Ltd.	PA	Independent Agency/Broker	Retail	P&C
07/29/20	2020	Alliant Insurance Services	Senior Market Sales Inc.	NE	Independent Agency/Broker	Wholesale	P&C
07/29/20	2020	Integrity Marketing Group LLC	Heartland Retirement Group	IA	Independent Agency/Broker	Wholesale	P&C
07/28/20	2020	Higginbotham & Associates, Inc.	Pat Campbell Insurance, LLC	NM	Independent Agency/Broker	Retail	Multi Line
07/27/20	2020	USI Holdings Corporation	Carl Puma Agency	NY	Independent Agency/Broker	Retail	EB & Consulting
07/22/20	2020	Peter C. Foy & Associates Insurance Services, LLC	Horizon Insurance	FL	Independent Agency/Broker	Retail	Multi Line
07/22/20	2020	Roby Foster Miller Earick Insurance	Botkin Insurance Services	OH	Independent Agency/Broker	Retail	P&C
07/21/20	2020	Higginbotham & Associates, Inc.	Borden Insurance	TX	Independent Agency/Broker	Retail	Multi Line
07/21/20	2020	Kernan Insurance Agency, Inc.	SMB Insurance LLC	OH	Independent Agency/Broker	Retail	Multi Line
07/21/20	2020	Relation Insurance, Inc.	Theodore & Associates	SC	Independent Agency/Broker	Retail	Multi Line
07/20/20	2020	Digital Insurance, Inc.	RobinsonBush, Inc.	FL	Independent Agency/Broker	Retail	EB & Consulting
07/20/20	2020	Duffy Insurance Agency, Inc.	N. Pingree Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	Multi Line
07/20/20	2020	Global Risk Solutions, Inc.	William Kramer & Associates, LLC	CT	Independent Agency/Broker	Retail	Multi Line
07/20/20	2020	Webb Insurance Group Inc.	Carney Insurance Agency	FL	Independent Agency/Broker	Retail	Multi Line
07/17/20	2020	Trean Corporation	7710 Service Co.	IL	Insurance Company	Wholesale	EB & Consulting
07/16/20	2020	Baldwin Risk Partners	Fletcher Financial Group, Inc.	WA	Public Broker	Wholesale	P&C	Download
07/16/20	2020	Baldwin Risk Partners	Medicare Insurance Advisors, Inc.	TN	Public Broker	Wholesale	P&C
07/16/20	2020	Constellation Affiliated Partners	Allstar Financial Group	GA	Independent Agency/Broker	Wholesale	P&C
07/15/20	2020	Arthur J. Gallagher & Co.	Boldt Risk Management Solutions, Inc.	CA	Public Broker	Retail	Multi Line
07/15/20	2020	leavitt Group Enterprises, Inc.	Goetz Insurors, Inc.	CO	Independent Agency/Broker	MGA	P&C
07/14/20	2020	Digital Insurance, Inc.	Service Planning Corporation	FL	Independent Agency/Broker	Retail	EB & Consulting
07/14/20	2020	Integrity Marketing Group LLC	Family First Life West Coast	CA	Independent Agency/Broker	Wholesale	P&C
07/14/20	2020	Keystone Agency Investors LLC	Duncan Financial Group, LLC	PA	Independent Agency/Broker	Retail	Multi Line
07/14/20	2020	Keystone Agency Investors LLC	L. Calvin Jones & Company	OH	Independent Agency/Broker	Retail	P&C
07/14/20	2020	Starkweather & Shepley Insurance Brokerage, Inc.	Newport Insurance Agency Inc.	RI	Independent Agency/Broker	Retail	Multi Line
07/14/20	2020	TrueNorth Companies LLC	Core-Vens Insurance	IA	Independent Agency/Broker	Retail	P&C
07/14/20	2020	TrueNorth Companies LLC	Simpson & Associates, Inc.	IA	Independent Agency/Broker	Retail	Multi Line
07/13/20	2020	Madison Dearborn Partners, LLC	Benefytt Technologies, Inc.	FL	Other Buyer	Retail	EB & Consulting	Download
07/10/20	2020	Armfield, Harrison & Thomas, Inc.	Mason & Mason Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	P&C
07/09/20	2020	AssuredPartners, Inc.	ENV Property & Casualty, LLC	NY	Independent Agency/Broker	Retail	EB & Consulting
07/09/20	2020	Brown & Brown, Inc.	First Resource, Inc.	TX	Public Broker	Retail	P&C
07/09/20	2020	Vantage Insurance Partners, Inc.	Pinnacle Insurance Solutions LLC	NJ	Independent Agency/Broker	Retail	Multi Line
07/08/20	2020	Hub International Limited	Assets of Beacon Hill Associates including PartnerOne Environmental	VA	Independent Agency/Broker	MGA	P&C
07/08/20	2020	MarineMax, Inc.	Private Insurance Services, LLC	FL	Other Buyer	MGA	P&C
07/07/20	2020	Hub International Limited	Avant, LLC	TN	Independent Agency/Broker	MGA	P&C
07/07/20	2020	Patriot Growth Insurance Services, LLC	Arison Insurance Services of Florida, LLC	FL	Independent Agency/Broker	Retail	P&C
07/07/20	2020	TrueNorth Companies LLC	Employee benefit practice of Hylant Group Inc.	TN	Independent Agency/Broker	Retail	EB & Consulting
07/06/20	2020	Hub International Limited	GBC Benefits, Ltd.	TX	Independent Agency/Broker	Retail	Multi Line
07/01/20	2020	Acrisure, LLC	Undisclosed insurance agency	MD	Independent Agency/Broker	Retail	P&C
07/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	TX	Independent Agency/Broker	Retail	P&C
07/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	MO	Independent Agency/Broker	Retail	P&C
07/01/20	2020	BroadStreet Partners, Inc.	Certain insurance assets	AL	Independent Agency/Broker	Retail	P&C
07/01/20	2020	BroadStreet Partners, Inc.	Certain insurance assets	FL	Independent Agency/Broker	Retail	P&C
07/01/20	2020	BroadStreet Partners, Inc.	Certain insurance assets	SD	Independent Agency/Broker	Retail	EB & Consulting
07/01/20	2020	BroadStreet Partners, Inc.	Independent Agency	CA	Independent Agency/Broker	Retail	P&C
07/01/20	2020	BroadStreet Partners, Inc.	Undisclosed insurance agency	NV	Independent Agency/Broker	Retail	P&C
07/01/20	2020	BroadStreet Partners, Inc.	Undisclosed insurance agency	MN	Independent Agency/Broker	Retail	P&C
07/01/20	2020	CBIZ, Inc.	Prince-Wood Insurance L.L.C.	VA	Public Broker	Retail	P&C
07/01/20	2020	Foundation Benefits, Inc.	Megro Benefits Company	PA	Independent Agency/Broker	Retail	EB & Consulting
07/01/20	2020	Hilb Group LLC	CIA Financial Group, Inc.	MI	Independent Agency/Broker	Retail	Multi Line
07/01/20	2020	Hilb Group LLC	Eldredge & Lumpkin Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	P&C
07/01/20	2020	IMA Financial Group, Inc.	Hofgard & Co. Inc.	CO	Independent Agency/Broker	Retail	EB & Consulting
07/01/20	2020	INSURICA Insurance Management Network	Meyers-McComis Inc	TX	Independent Agency/Broker	Retail	Multi Line	Download
07/01/20	2020	Johnson & Johnson, Inc.	National Program Management	GA	Independent Agency/Broker	Wholesale	P&C
07/01/20	2020	Lamb Insurance Services	Prestige Insurance Agency, Inc.	NC	Independent Agency/Broker	Retail	P&C
07/01/20	2020	LP Insurance Services, Inc.	Meridian Insurance Services	NV	Independent Agency/Broker	Retail	Multi Line
07/01/20	2020	NFP Corp.	EFG&M Management LLC	TX	Independent Agency/Broker	Retail	EB & Consulting
07/01/20	2020	NFP Corp.	Reilly Benefits, Inc.	MD	Independent Agency/Broker	Retail	EB & Consulting
07/01/20	2020	Propel Insurance, Inc.	TIS Insurance Services, Inc.	TN	Independent Agency/Broker	Retail	Multi Line
07/01/20	2020	Simplicity Group Holdings, Inc.	Annuity Source, Inc.	WA	Independent Agency/Broker	Wholesale	P&C
07/01/20	2020	World Insurance Associates, LLC	JF Murray Company, Inc	NJ	Independent Agency/Broker	Retail	Multi Line
07/01/20	2020	World Insurance Associates, LLC	Lindberg & Associates Insurance LLC	VA	Independent Agency/Broker	Retail	Multi Line
07/01/20	2020	World Insurance Associates, LLC	Loveman, Kornreich & Steers, Inc.	NY	Independent Agency/Broker	Retail	Multi Line
07/01/20	2020	World Insurance Associates, LLC	M.A. Bloom & Associates, Inc.	NY	Independent Agency/Broker	Retail	Multi Line
07/01/20	2020	World Insurance Associates, LLC	Professional Insurance Consulting, Inc.	SC	Independent Agency/Broker	Retail	P&C
06/30/20	2020	BBH Capital Partners	Sunstar Insurance Group, LLC	TN	Other Buyer	Retail	Multi Line
06/30/20	2020	Integrity Marketing Group LLC	National Agents Alliance	NC	Independent Agency/Broker	Wholesale	P&C
06/30/20	2020	USI Holdings Corporation	Associated Benefits & Risk Consulting (ABRC)	MN	Independent Agency/Broker	Retail	Multi Line
06/26/20	2020	AssuredPartners, Inc.	WTPhelan & Co. Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	Multi Line	Download
06/24/20	2020	Arthur J. Gallagher & Co.	Cunnington And Associates Inc.	ID	Public Broker	Retail	P&C
06/24/20	2020	Forstrom Bancorportation	Goeman Insurance Agency LLC	MN	Bank or Thrift	Retail	Multi Line
06/24/20	2020	Ryan Specialty Group, LLC	All Risks	FL	Independent Agency/Broker	Wholesale	Multi Line
06/23/20	2020	Arthur J. Gallagher & Co.	Barrett, Liner & Buss, LLC	FL	Public Broker	Retail	EB & Consulting
06/22/20	2020	Plexus Groupe LLC	Artisan Insurance Group, Inc.	FL	Independent Agency/Broker	Retail	P&C
06/22/20	2020	Plexus Groupe LLC	Community Insurance Group, Inc.	FL	Independent Agency/Broker	Retail	P&C
06/19/20	2020	AssuredPartners, Inc.	Rand-Tec Insurance Agency, Inc.	IL	Independent Agency/Broker	Retail	Multi Line
06/19/20	2020	EPIC (Edgewood Partners Insurance Center)	JenCap Holdings LLC	NY	Independent Agency/Broker	MGA	P&C
06/19/20	2020	JenCap Holdings	Quaker Agency, Inc.	NJ	Independent Agency/Broker	MGA	P&C
06/18/20	2020	Integrity Marketing Group LLC	McNerney Management Group, Inc.	MO	Independent Agency/Broker	Retail	EB & Consulting
06/16/20	2020	Relation Insurance, Inc.	Summers Thompson Lowry, Inc.	NC	Independent Agency/Broker	Retail	P&C
06/14/20	2020	Insurance Associates of the Triad, Inc.	Martinez & Associates, Inc.	NC	Independent Agency/Broker	Retail	Multi Line
06/09/20	2020	Heffernan Insurance Brokers	Really Great Employee Benefits (RGEB)	CA	Independent Agency/Broker	Retail	EB & Consulting
06/08/20	2020	Arthur J. Gallagher & Co.	CRES Insurance Services, LLC	NV	Public Broker	Retail	P&C
06/08/20	2020	AssuredPartners, Inc.	Williams & Williams, Inc.	NY	Independent Agency/Broker	Retail	Multi Line
06/08/20	2020	Foundation Risk Partners, Corp.	Fairview Insurance Agency Associates, Inc.	NJ	Independent Agency/Broker	Retail	Multi Line
06/08/20	2020	Hub International Limited	Clements Agency LLC	AZ	Independent Agency/Broker	Retail	Multi Line
06/05/20	2020	Marsh & McLennan Companies, Inc.	Nico Insurance Services, Inc.	CA	Public Broker	Retail	EB & Consulting
06/05/20	2020	Worldwide Facilities, Inc.	Royal Oak Underwriters, Inc.	VA	Independent Agency/Broker	Wholesale	P&C
06/05/20	2020	Worldwide Facilities, Inc.	Strategic Underwriting Solutions, LLC	WI	Independent Agency/Broker	MGA	P&C
06/03/20	2020	Digital Insurance, Inc.	California Creative Benfits	CA	Independent Agency/Broker	Retail	EB & Consulting
06/03/20	2020	Higginbotham & Associates, Inc.	Ascend Insurance Brokerage	TX	Independent Agency/Broker	Retail	P&C
06/02/20	2020	Applied Underwriters, Inc.	Blue Ridge Specialty LLC	SC	Insurance Company	MGA	P&C
06/02/20	2020	Sunstar Insurance Group, LLC	Farris Insurance Agency, Inc.	AR	Independent Agency/Broker	Retail	P&C
06/01/20	2020	Acrisure, LLC	Hastava Insurance Agency	NY	Independent Agency/Broker	Retail	P&C
06/01/20	2020	Acrisure, LLC	Robert Moreno Insurance Services	CA	Independent Agency/Broker	Retail	Multi Line
06/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	NY	Independent Agency/Broker	Retail	EB & Consulting
06/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	PA	Independent Agency/Broker	Retail	P&C
06/01/20	2020	Acrisure, LLC	Undisclosed Insurance agency	NY	Independent Agency/Broker	Retail	P&C