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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 03/04/21 | 2021 | Hub International Limited | Benefit Strategies Agency, LLC | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 03/03/21 | 2021 | KKR & Co., Inc. | Integrated Specialty Coverages | NY | Other Buyer | MGA | P&C | |
| 03/03/21 | 2021 | Hub International Limited | Finn & Stone, Inc. | VT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 03/02/21 | 2021 | Digital Insurance, Inc. | Spiralight Group, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/02/21 | 2021 | Integrity Marketing Group LLC | Access Capital Group, LLC | NE | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 03/02/21 | 2021 | Hub International Limited | Wellspring Insurance Agency, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 03/01/21 | 2021 | BroadStreet Partners, Inc. | Book of business | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/21 | 2021 | BroadStreet Partners, Inc. | Book of business | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/21 | 2021 | BroadStreet Partners, Inc. | Book of Business | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/21 | 2021 | BroadStreet Partners, Inc. | Book of Business | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/21 | 2021 | BroadStreet Partners, Inc. | Book of Business | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/21 | 2021 | BroadStreet Partners, Inc. | Book of Business | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | WV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | WI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/21 | 2021 | First Mid Bancshares, Inc. | Just4You Insurance Brokers LLC | IL | Bank or Thrift | Retail | Multi Line | Download |
| 03/01/21 | 2021 | First Mid Bancshares, Inc. | Wheeler Insurance Agency | IL | Bank or Thrift | Retail | P&C | Download |
| 03/01/21 | 2021 | Hilb Group LLC | Compass Planners | RI | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 03/01/21 | 2021 | Hilb Group LLC | STAR Insurance Agency | IN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/01/21 | 2021 | Keystone Agency Investors LLC | Certain Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 03/01/21 | 2021 | Truist Financial Corporation | Griffin General Agency | TX | Bank or Thrift | MGA | P&C | |
| 03/01/21 | 2021 | High Street Insurance Partners, LLC | Elliott-Hartman Agency, Inc. | IA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 02/28/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/28/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/28/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Chivaroli & Associates Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/28/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Patterson Consulting Services, LLC DBA PCS Benefits | LA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/28/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Shipsey Insurance Group LLC | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/25/21 | 2021 | Keystone Agency Investors LLC | Undisclosed assets | MO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/25/21 | 2021 | LTC Global Solutions, Inc. | North Coast Brokerage Agency, Inc. | OH | Independent Agency/Broker | Wholesale | P&C | Download |
| 02/23/21 | 2021 | Integrity Marketing Group LLC | J.Berg And Associates, Inc. | MO | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 02/23/21 | 2021 | Risk Strategies Company, LLC | Edward E. Hall & Company, Inc. | NY | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 02/18/21 | 2021 | Digital Insurance, Inc. | Keever & Associates Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/18/21 | 2021 | High Street Insurance Partners, LLC | Badge Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 02/17/21 | 2021 | Alliant Insurance Services | Group Insurance Inc. | LA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/17/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | East Coast Insurance Group, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/17/21 | 2021 | Reliance Global Group, Inc. | Borderless Coverage Consulting LLC | OH | Other Buyer | Retail | P&C | Download |
| 02/16/21 | 2021 | Integrity Marketing Group LLC | CXP Insurance Services, LLC | UT | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 02/16/21 | 2021 | USI Holdings Corporation | Inland Insurance Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 02/15/21 | 2021 | Hilb Group LLC | Andrews Benefits, LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/11/21 | 2021 | Digital Insurance, Inc. | Huntleigh McGehee, Inc. | MO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/09/21 | 2021 | CNO Financial Group | DirectPath LLC | AL | Other Buyer | Wholesale | P&C | |
| 02/09/21 | 2021 | Arthur J. Gallagher & Co. | Air-Sur, Inc. | FL | Public Broker | Retail | P&C | Download |
| 02/09/21 | 2021 | Integrity Marketing Group LLC | Advisors Insurance Brokers | NY | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 02/09/21 | 2021 | Risk Strategies Company, LLC | van Wagenen Financial Services, Inc. | MN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 02/08/21 | 2021 | Arch Capital Group Ltd. | Wilson Gregory Agency Inc. | PA | Insurance Company | MGA | P&C | Download |
| 02/08/21 | 2021 | NFP Corp. | Colburn Risk Holdings, LLC | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 02/04/21 | 2021 | Digital Insurance, Inc. | Owen & Associates | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 02/03/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Western States Insurance Agency Inc. | UT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 02/02/21 | 2021 | AssuredPartners, Inc. | Egis Insurance & Risk Advisors | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 02/02/21 | 2021 | High Street Insurance Partners, LLC | Vested Risk Strategies, Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 02/02/21 | 2021 | Integrity Marketing Group LLC | Priority Life Insurance Agency, LLC | FL | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 02/02/21 | 2021 | Truist Financial Corporation | Federal Employee Defense Services, Inc. | DC | Bank or Thrift | MGA | P&C | Download |
| 02/01/21 | 2021 | Alacroty Solutions Group, LLC | FourSeventy Claim, LLC | TX | Independent Agency/Broker | MGA | P&C | |
| 02/01/21 | 2021 | Blue Ridge Risk Partners | Dyer Insurance Group LLC | WV | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/01/21 | 2021 | Blue Ridge Risk Partners | Jim Lively Insurance | WV | Independent Agency/Broker | Retail | Multi Line | |
| 02/01/21 | 2021 | Blue Ridge Risk Partners | Keller Stonebraker Insurance | WV | Independent Agency/Broker | Retail | Multi Line | |
| 02/01/21 | 2021 | Fiesta Insurance Franchise Corporation | La Familia Agency, LLC | TX | Independent Agency/Broker | Retail | P&C | |
| 02/01/21 | 2021 | Heffernan Insurance Brokers | Micor Insurance Brokers Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/01/21 | 2021 | Keystone Agency Investors LLC | certain assets | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/01/21 | 2021 | McGowan Companies | Wholesale Division | NJ | Independent Agency/Broker | Wholesale | P&C | |
| 02/01/21 | 2021 | Kaplansky Insurance Agency, Inc. | Staite Insurance Agency | MA | Independent Agency/Broker | Retail | P&C | Download |
| 02/01/21 | 2021 | Simplicity Group Holdings, Inc. | Advisors Financial Group, Inc. | NC | Independent Agency/Broker | Wholesale | P&C | Download |
| 02/01/21 | 2021 | World Insurance Associates, LLC | C. Walter Searle Insurance Agency LLC. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 02/01/21 | 2021 | World Insurance Associates, LLC | Corporate Risk Services | AR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 02/01/21 | 2021 | World Insurance Associates, LLC | LCL Insurance LLC | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/31/21 | 2021 | Acrisure, LLC | Undisclosed Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/31/21 | 2021 | BroadStreet Partners, Inc. | Certain insurance assets | SD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/31/21 | 2021 | Peter C. Foy & Associates Insurance Services, LLC | Mourer-Foster, Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 01/29/21 | 2021 | Higginbotham & Associates, Inc. | First Louisiana Insurance | LA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/28/21 | 2021 | Higginbotham & Associates, Inc. | Vaughan Insurance Group, LLC | OK | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 01/26/21 | 2021 | Digital Insurance, Inc. | Novem Benefits | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/26/21 | 2021 | Mountcastle Insurance | SB&T Insurance, Inc. | NC | Independent Agency/Broker | Retail | P&C | |
| 01/26/21 | 2021 | Purmort & Martin Insurance Agency, LLC | Jeff DeJongh and Associates, LLC | FL | Independent Agency/Broker | Retail | P&C | Download |
| 01/26/21 | 2021 | Ritter Insurance Marketing, LLC | Quick Insured Brokerage | OH | Independent Agency/Broker | Wholesale | P&C | Download |
| 01/25/21 | 2021 | Ron Keats Insurance Agency, Inc. | Marino Coverage Group, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/25/21 | 2021 | Dowd Agencies, LLC | J. Raymond Lussier Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/22/21 | 2021 | Greylock Federal Credit Union | Roger Butler Insurance Agency, Inc. | MA | Bank or Thrift | Retail | P&C | |
| 01/21/21 | 2021 | AssuredPartners, Inc. | Murray Insurance Associates, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/21/21 | 2021 | The Fedeli Group Inc. | Kaz Company | OH | Independent Agency/Broker | Retail | P&C | Download |
| 01/20/21 | 2021 | Skyward Specialty Insurance Group Inc. | Aegis Surety Bonds and Insurance Services, LLC | PA | Insurance Company | MGA | P&C | Download |
| 01/19/21 | 2021 | Arthur J. Gallagher & Co. | Atlas General Holdings, LLC | CA | Public Broker | MGA | Multi Line | |
| 01/19/21 | 2021 | Hub International Limited | Assets of Shields Insurance Agency, Inc. | AL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/19/21 | 2021 | USI Holdings Corporation | CB Insurance LLC | CO | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 01/19/21 | 2021 | Hilb Group LLC | Owen Moore Insurance Agency, LLC | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 01/19/21 | 2021 | Integrity Marketing Group LLC | IFC National Marketing, Inc. | MN | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 01/18/21 | 2021 | Hub International Limited | MPE Employee Benefit Services | MI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 01/14/21 | 2021 | Alliant Insurance Services | One Source Risk Management & Funding Inc. | ME | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |