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 |
|---|---|---|---|---|---|---|---|---|
| 09/01/21 | 2021 | Heffernan Insurance Brokers | Archbold & Father Insurance Associates, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 09/01/21 | 2021 | High Street Insurance Partners, LLC | Lawson Insurance Group, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | High Street Insurance Partners, LLC | Undisclosed insurance agency | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Inszone Insurance Services, Inc. | Yuma Insurance, Inc. | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Keystone Agency Investors LLC | Certain assets | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Keystone Agency Investors LLC | Certain assets | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Keystone Agency Investors LLC | Undisclosed insurance agency | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 09/01/21 | 2021 | McGowan Companies | MiddleOak/Dauntless Specialty Brokerage | CT | Independent Agency/Broker | MGA | P&C | |
| 09/01/21 | 2021 | Oakbridge Insurance Agency LLC | Snider Killingsworth Insurance & Risk Management | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 09/01/21 | 2021 | Patriot Growth Insurance Services, LLC | Benefit Plans, Inc. | NE | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Elevate Risk Solutions, LLC | OK | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Gary Lee Fischer and Associates, LLC | UT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Goods Insurance Agency, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | InLight Risk Management, LLC | OK | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Keith R. Cordon Insurance Consulting and Marketing Inc. | UT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | MBISI Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | North Shore Risk Management LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Risk Strategies Company, LLC | Equity Partners Insurance Services, Inc. | LA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 09/01/21 | 2021 | Summit Risk Advisors, LLC | Mappus Insurance Agency, Inc. | SC | Independent Agency/Broker | Retail | P&C | |
| 09/01/21 | 2021 | Sunstar Insurance Group, LLC | Gr Fiss Co. | KS | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/01/21 | 2021 | World Insurance Associates, LLC | Offshore Risk Management | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 09/01/21 | 2021 | World Insurance Associates, LLC | Robert Wilkens Insurance Agency, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | World Insurance Associates, LLC | The Premium Group, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | World Insurance Associates, LLC | United American Insurance Center Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/21 | 2021 | Heffernan Insurance Brokers | Henkes Welsh Insurance, Inc. | NV | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 08/31/21 | 2021 | Integrity Marketing Group LLC | Family First Life Capital | CO | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 08/25/21 | 2021 | Alera Group, Inc. | Payroll Benefits Group, Inc. | CO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 08/25/21 | 2021 | Align Financial Group, Inc. | NationsBuilders Insurance Services, Inc. | GA | Independent Agency/Broker | MGA | P&C | Download |
| 08/24/21 | 2021 | Integrity Marketing Group LLC | One Resource Group Corporation | IN | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 08/23/21 | 2021 | Alera Group, Inc. | Related Risk | NJ | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | Download |
| 08/23/21 | 2021 | Alliant Insurance Services | ASURA Risk and Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 08/19/21 | 2021 | King Insurance Agency, Inc. | Robert Blakeley Insurance, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 08/19/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Howard R. Peterman Company | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 08/19/21 | 2021 | Venbrook Group, LLC | RD Parisi Associates, Inc. | NJ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/18/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Dukes-Moore Insurance Agency Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 08/17/21 | 2021 | Integrity Marketing Group LLC | Berwick Insurance Group, L.L.C. | AZ | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 08/17/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Rice Insurance, LLC | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 08/17/21 | 2021 | AssuredPartners, Inc. | Baldwin Welsh & Parker Insurance | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 08/16/21 | 2021 | Hub International Limited | Assets of Dissinger Reed, LLC | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 08/16/21 | 2021 | Risk Strategies Company, LLC | Danna-Gracey Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 08/13/21 | 2021 | Alera Group, Inc. | Risk Consulting Partners LLC | MO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 08/13/21 | 2021 | Brown & Brown, Inc. | Sudler Insurance Services Inc. | FL | Public Broker | Retail | EB & Consulting | Download |
| 08/12/21 | 2021 | Dual Group | Align Financial Holdings | CA | Independent Agency/Broker | MGA | P&C | Download |
| 08/12/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Rock 10 Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 08/11/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Levi & Associates Insurance, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/11/21 | 2021 | Starkweather & Shepley Insurance Brokerage, Inc. | Paolino Insurance Agency, Inc. | RI | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/10/21 | 2021 | Integrity Marketing Group LLC | Star Benefit Associates Inc. | IN | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 08/10/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Blue Ridge National, LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 08/05/21 | 2021 | Corvus Insurance | Wingman Insurance | MA | Insurance Company | MGA | P&C | Download |
| 08/05/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Insurance by Castle | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 08/05/21 | 2021 | Hub International Limited | Assets of Hiles-Mcleod Insurance, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 08/04/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Maverick Insurance Group, LLC | KY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/03/21 | 2021 | Inszone Insurance Services, Inc. | IB&C Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 08/03/21 | 2021 | Integrity Marketing Group LLC | GarityAdvantage Insurance Marketing Agencies, Inc | MA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 08/03/21 | 2021 | Waterfall Asset Management, LLC | Newcleus, LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 08/03/21 | 2021 | Alliant Insurance Services | Benefit Concepts, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 08/02/21 | 2021 | Community Bank System, Inc. | Assets of Thomas Gregory Associates Insurance Agency, Inc. | MA | Bank or Thrift | Retail | P&C | Download |
| 08/02/21 | 2021 | AmWINS Group | National Truck Underwriting Managers, Inc. | MN | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 08/02/21 | 2021 | Financial Institutions, Inc. | North Woods Capital Benefits LLC | NY | Bank or Thrift | Retail | EB & Consulting | Download |
| 08/01/21 | 2021 | Alera Group, Inc. | Book of Business | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/01/21 | 2021 | BroadStreet Partners, Inc. | Book of Business | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | SC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/01/21 | 2021 | BroadStreet Partners, Inc. | certain insurance assets | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | CO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/01/21 | 2021 | IMA Financial Group, Inc. | Diversified Insurance Group | UT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 08/01/21 | 2021 | McGowan Companies | Arbanas & Associates Insurance Agency, Inc. | MI | Independent Agency/Broker | MGA | P&C | Download |
| 08/01/21 | 2021 | World Insurance Associates, LLC | Bozzuto Associates Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 08/01/21 | 2021 | World Insurance Associates, LLC | Governor Insurance Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 08/01/21 | 2021 | World Insurance Associates, LLC | McFarlin Insurance Agency, LLP | MD | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/01/21 | 2021 | World Insurance Associates, LLC | Rocco Rose Insurance Agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 08/01/21 | 2021 | World Insurance Associates, LLC | Torell Aviation Insurance Agency, Inc. | FL | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 08/01/21 | 2021 | Heffernan Insurance Brokers | Walton & Associates Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 07/30/21 | 2021 | Alera Group, Inc. | Sitzmann Morris & Boyle Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 07/30/21 | 2021 | Arthur J. Gallagher & Co. | R.J. Riordan & Co. | IL | Public Broker | Retail | P&C | Download |
| 07/30/21 | 2021 | Baldwin Risk Partners | substantially all of the assets of EBSME, LLC | MD | Public Broker | Retail | EB & Consulting | Download |
| 07/29/21 | 2021 | Krause Brokerage Services, LLC | Long-Term Care Solutions | FL | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 07/28/21 | 2021 | Alera Group, Inc. | Fringe Benefit Analysts | UT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 07/28/21 | 2021 | Hilb Group LLC | MillBrook Benefits and Insurance Services, LLC | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 07/28/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Gordon Insurance | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 07/26/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Insubuy LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/23/21 | 2021 | Alera Group, Inc. | Keller Insurance Agency, Inc. | OK | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 07/23/21 | 2021 | Baldwin Risk Partners | Substantially all of the assets of TCG Financial Holding Company, LLC | MD | Public Broker | Retail | EB & Consulting | Download |
| 07/22/21 | 2021 | Integrity Marketing Group LLC | Senior Security Benefits | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 07/21/21 | 2021 | Alera Group, Inc. | New England Employee Benefits Company (NEEBCo) | NH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 07/21/21 | 2021 | Relation Insurance, Inc. | Assets of the SIG Insurance Agencies Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 07/21/21 | 2021 | Baldwin Risk Partners | FounderShield LLC | NY | Public Broker | MGA | P&C | Download |
| 07/20/21 | 2021 | Colony Bankcorp, Inc. | Barnes Agency | GA | Retail | P&C | Download | |
| 07/16/21 | 2021 | Hub International Limited | Risk Point Consulting, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 07/15/21 | 2021 | Alera Group, Inc. | AGM Benefit Solutions | LA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 07/15/21 | 2021 | Ares Holdings, Ltd. | Global Bankers Insurance Group, LLC | NC | Other Buyer | Retail | P&C | Download |
| 07/15/21 | 2021 | Digital Insurance, Inc. | Employee benefits division | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | ||
| 07/15/21 | 2021 | Newfront Insurance Services, LLC | ABD Insurance and Financial Services, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/14/21 | 2021 | Relation Insurance, Inc. | Assets of SouthEast Agency LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 07/13/21 | 2021 | Integrity Marketing Group LLC | OB1 Insurance Inc. | NY | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 07/12/21 | 2021 | Digital Insurance, Inc. | First Choice Benefits, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 07/09/21 | 2021 | Hub International Limited | Webb Group LLC | VA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 07/09/21 | 2021 | Keystone Agency Investors LLC | Certain assets | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 07/09/21 | 2021 | AssuredPartners, Inc. | Ballator Insurance Group, Inc. | FL | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 07/08/21 | 2021 | High Street Insurance Partners, LLC | First Security Company, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 07/08/21 | 2021 | Hub International Limited | Assets of First Florida Insurance LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 07/08/21 | 2021 | Integrity Marketing Group LLC | The Leazer Group | NC | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 07/08/21 | 2021 | Inszone Insurance Services, Inc. | Strachota Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 07/07/21 | 2021 | Relation Insurance, Inc. | Assets of Hasty Insurance Agency, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 07/06/21 | 2021 | Hub International Limited | Ward Insurance Agency, Inc. | OR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 07/02/21 | 2021 | BroadStreet Partners, Inc. | Undisclosed insurance agency | KS | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 07/02/21 | 2021 | Keystone Agency Investors LLC | Certain assets | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/02/21 | 2021 | AssuredPartners, Inc. | Southwest Insurance Brokers, LLC | AZ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 07/02/21 | 2021 | Keystone Agency Investors LLC | Arachas Group, LLC | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 07/01/21 | 2021 | BroadStreet Partners, Inc. | Book of Business | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/01/21 | 2021 | BroadStreet Partners, Inc. | Book of Business | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/01/21 | 2021 | Crest Insurance Group, LLC | Springberg McAndrew Financial Services, Inc. | AZ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 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 |