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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 01/14/21 | 2021 | Constellation Affiliated Partners | Insuretrust.com LLC Inc | GA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | Download |
| 01/14/21 | 2021 | Porch Group, Inc. | Homeowners of America Holding Corporation | TX | Other Buyer | MGA | P&C | |
| 01/14/21 | 2021 | Hub International Limited | Certain assets of Eagle American Insurance Agency, LLC | CO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/14/21 | 2021 | Integrated Specialty Coverages, LLC | California Contractors Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 01/13/21 | 2021 | Confie Seguros Insurance Services | Riteway Insurance | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 01/13/21 | 2021 | Confie Seguros Insurance Services | Vela Insurance Agency Inc | CO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/13/21 | 2021 | Hub International Limited | Alpha Pension Group | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 01/12/21 | 2021 | BenefitMall | Savin Sale Associates Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 01/12/21 | 2021 | Crest Insurance Group, LLC | Gates Insurance Inc. | AZ | Independent Agency/Broker | Retail | P&C | Download |
| 01/12/21 | 2021 | Digital Insurance, Inc. | Area Financial Services, Inc. | WI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/12/21 | 2021 | Hub International Limited | Preferred Benefits Services Agency | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 01/12/21 | 2021 | Inszone Insurance Services, Inc. | Full Cycle Insurance Services | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 01/12/21 | 2021 | Risk Strategies Company, LLC | Commercial Insurance Group, LLC | CO | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 01/12/21 | 2021 | Winged Keel Group, LLC | Knight Planning Corporation | TX | Independent Agency/Broker | Retail | P&C | |
| 01/11/21 | 2021 | Hub International Limited | Christiansen Insurance Group, LLC | PR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/11/21 | 2021 | USI Holdings Corporation | WSIB Insurance Agency, LLC | NC | Independent Agency/Broker- Private Capital Backed | MGA | P&C | Download |
| 01/08/21 | 2021 | Higginbotham & Associates, Inc. | Six & Geving Insurance, Inc. | CO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/08/21 | 2021 | USI Holdings Corporation | Creative Planning Benefits, LLC | KS | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 01/08/21 | 2021 | Hub International Limited | Capax Management and Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/07/21 | 2021 | Hub International Limited | Garnett Retirement Group Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | Download |
| 01/06/21 | 2021 | InterWest Insurance Services, LLC | Sierra Gold Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/06/21 | 2021 | Global Risk Solutions, Inc. | R Winkler & Co. LLC | TX | Independent Agency/Broker | MGA | P&C | Download |
| 01/06/21 | 2021 | High Street Insurance Partners, LLC | Day, Deadrick & Marshall, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/06/21 | 2021 | High Street Insurance Partners, LLC | Premier Northwest Insurance | OR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/05/21 | 2021 | Alliant Insurance Services | Delrisk, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/05/21 | 2021 | Arthur J. Gallagher & Co. | Ashton Tiffany LLC | AZ | Public Broker | MGA | P&C | |
| 01/04/21 | 2021 | Brown & Brown, Inc. | Substantially all of the assets of Berry Insurance Group, Inc. | OH | Public Broker | Retail | P&C | Download |
| 01/04/21 | 2021 | Higginbotham & Associates, Inc. | Lipscomb & Pitts Insurance, LLC | TN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | Download |
| 01/04/21 | 2021 | A.N. Ansay & Associates, Inc. | DDR Insurance Service Inc. | WI | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/04/21 | 2021 | Global Risk Solutions, Inc. | Tailored Adjustment Services, Inc | TX | Independent Agency/Broker | MGA | P&C | Download |
| 01/01/21 | 2021 | ACBI Insurance | The Dimatteo Limited Partnership | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/01/21 | 2021 | Alera Group, Inc. | Bondar Insurance Group, Inc | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/01/21 | 2021 | BroadStreet Partners, Inc. | Shank & Falvey Insurance | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/21 | 2021 | Hilb Group LLC | Insurance & Financial Services Ltd. of Delaware | DE | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/21 | 2021 | Hilb Group LLC | Select book of business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 01/01/21 | 2021 | Investor Group | Northeastern Underwriters, Ltd. | CT | Other Buyer | MGA | P&C | Download |
| 01/01/21 | 2021 | World Insurance Associates, LLC | 1st Patriot Insurance Services, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 01/01/21 | 2021 | CBM Insurance | Insurance & Financial Services Ltd. of Delaware | DE | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/21 | 2021 | Ensurise LLC | Howard Eales, Inc. | DC | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/01/21 | 2021 | World Insurance Associates, LLC | Szerlip & Co Inc | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | Download |
| 12/31/20 | 2020 | Acrisure, LLC | International Specialty Insurance, Inc. | NC | Independent Agency/Broker | MGA | P&C | |
| 12/31/20 | 2020 | Alera Group, Inc. | CSNW Benefits | OR | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/31/20 | 2020 | Alera Group, Inc. | Granite Group Benefits | NH | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/31/20 | 2020 | American Insurance, Inc. | Central Insurance Agency, Inc. | ND | Independent Agency/Broker | Retail | P&C | |
| 12/31/20 | 2020 | AssuredPartners, Inc. | Undisclosed Insurance Agency | FL | Independent Agency/Broker | Retail | P&C | |
| 12/31/20 | 2020 | BroadStreet Partners, Inc. | Book of business | GA | Independent Agency/Broker | Retail | P&C | |
| 12/31/20 | 2020 | BroadStreet Partners, Inc. | Book of Business | MN | Independent Agency/Broker | Retail | P&C | |
| 12/31/20 | 2020 | BroadStreet Partners, Inc. | Book of Business | GA | Independent Agency/Broker | Retail | P&C | |
| 12/31/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | CA | Independent Agency/Broker | Retail | Multi Line | |
| 12/31/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | CT | Independent Agency/Broker | Retail | P&C | |
| 12/31/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | IN | Independent Agency/Broker | Retail | P&C | |
| 12/31/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | MN | Independent Agency/Broker | Retail | P&C | |
| 12/31/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | IA | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/31/20 | 2020 | CBIZ, Inc. | Borden Perlman Insurance Agency, Inc. | NJ | Public Broker | Wholesale | P&C | |
| 12/31/20 | 2020 | Digital Insurance, Inc. | Certain assets of Amplifed Insurance Partners | MA | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/31/20 | 2020 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | CA | Independent Agency/Broker | Retail | P&C | |
| 12/31/20 | 2020 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | CA | Independent Agency/Broker | Retail | P&C | |
| 12/31/20 | 2020 | Foundation Risk Partners, Corp. | W.F. Roemer Insurance Agency, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | |
| 12/31/20 | 2020 | Holman Enterprises, Inc. | East Pasco Insurance LLC | FL | Other Buyer | Retail | Multi Line | |
| 12/31/20 | 2020 | Hub International Limited | Commercial Insurance Brokers, Inc. | TX | Independent Agency/Broker | Retail | Multi Line | |
| 12/31/20 | 2020 | Konen Insurance Agency | Assets of Lakeview Insurance Agency, Ltd. | IL | Independent Agency/Broker | Retail | P&C | |
| 12/31/20 | 2020 | Morgan Insurance Agency, LTD | Bartlett, Baggett, & Shands, LLP | TX | Independent Agency/Broker | Retail | Multi Line | |
| 12/31/20 | 2020 | NFP Corp. | P&C brokerage client accounts | NJ | Independent Agency/Broker | Retail | P&C | |
| 12/31/20 | 2020 | Oliver L.E. Solden Agency, Inc. | John B. Wright Agency, Inc. | NJ | Independent Agency/Broker | Retail | Multi Line | |
| 12/31/20 | 2020 | Patriot Growth Insurance Services, LLC | FBC Insurance, Benefits, & Consulting, Inc. | AZ | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/31/20 | 2020 | Patriot Growth Insurance Services, LLC | Stuart Insurance Inc | FL | Independent Agency/Broker | Retail | Multi Line | |
| 12/31/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Addis Intellectual Capital | PA | Independent Agency/Broker | Retail | P&C | |
| 12/31/20 | 2020 | Rhodes Risk Advisors, LLC | McEver & Tribble, Inc. | GA | Independent Agency/Broker | Retail | P&C | Download |
| 12/31/20 | 2020 | Texan Insurance | Suzanne Brown Agency L.L.C | TX | Independent Agency/Broker | Retail | P&C | Download |
| 12/31/20 | 2020 | Tokio Marine HCC | World Wide Specialty Programs, Inc. | NY | Insurance Company | MGA | P&C | |
| 12/31/20 | 2020 | TowneBank | George Johnson Insurance, Inc. | SC | Bank or Thrift | Retail | Multi Line | |
| 12/31/20 | 2020 | TrueNorth Companies LLC | Tyler Insurance Services, Inc. | IA | Independent Agency/Broker | Retail | Multi Line | |
| 12/31/20 | 2020 | World Insurance Associates, LLC | Bush Insurance | PA | Independent Agency/Broker | Retail | P&C | Download |
| 12/31/20 | 2020 | World Insurance Associates, LLC | True & Associates | NJ | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/31/20 | 2020 | World Insurance Associates, LLC | Two Rivers Insurance Company, Inc. | IA | Independent Agency/Broker | Retail | Multi Line | |
| 12/31/20 | 2020 | XPT Group LLC | International Property & Casualty Insurance Brokers of Nevada, Inc. | NV | Independent Agency/Broker | MGA | P&C | |
| 12/31/20 | 2020 | Foundation Risk Partners, Corp. | Fifth Third Insurance Agency, Inc. | OH | Independent Agency/Broker | Retail | P&C | Download |
| 12/31/20 | 2020 | Heffernan Insurance Brokers | Porter and Curtis, L.L.C. | PA | Independent Agency/Broker | Retail | P&C | Download |
| 12/31/20 | 2020 | Insurance Office of America | Enterprise Risk Strategies LLC | CO | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/31/20 | 2020 | Risk Strategies Company, LLC | Corieri & Associates, Inc. | NY | Independent Agency/Broker | MGA | P&C | Download |
| 12/30/20 | 2020 | AssuredPartners, Inc. | National Benefit Programs, Inc. | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/29/20 | 2020 | Arthur J. Gallagher & Co. | Harden & Associates, Inc. | FL | Public Broker | Retail | Multi Line | |
| 12/29/20 | 2020 | Constellation Affiliated Partners | Coastal Insurance Underwriters, Inc. | FL | Independent Agency/Broker | MGA | P&C | Download |
| 12/29/20 | 2020 | AssuredPartners, Inc. | Dawson, Taylor & Company | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/23/20 | 2020 | Alliant Insurance Services | L A Surety Solutions LLC | KY | Independent Agency/Broker | MGA | P&C | |
| 12/23/20 | 2020 | Ambac Financial Group Inc. | Xchange Benefits, LLC/Xchange Affinity Underwriting, LLC | NY | Insurance Company | MGA | P&C | |
| 12/23/20 | 2020 | Inszone Insurance Services, Inc. | CBIA Insurance Agency, LLC | CA | Independent Agency/Broker | Retail | P&C | Download |
| 12/21/20 | 2020 | DealerPolicy Insurance Agency | Granite State Independent Insurance | NH | Independent Agency/Broker | Retail | P&C | Download |
| 12/21/20 | 2020 | Sompo Holdings, Inc. | WBAIS, Inc. | CA | Insurance Company | Retail | P&C | |
| 12/18/20 | 2020 | Arthur J. Gallagher & Co. | PIATX LLC | TX | Public Broker | Retail | EB & Consulting | Download |
| 12/17/20 | 2020 | Assurant, Inc. | Eck & Glass Inc. | TN | Insurance Company | MGA | P&C | |
| 12/17/20 | 2020 | Oakbridge Insurance Agency LLC | Founders Insurance | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/17/20 | 2020 | Oakbridge Insurance Agency LLC | Hutchinson Traylor Insurance | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/17/20 | 2020 | Oakbridge Insurance Agency LLC | McGinty-Gordon & Associates | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/17/20 | 2020 | Oakbridge Insurance Agency LLC | Waites & Foshee | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/17/20 | 2020 | Hilb Group LLC | William H. Connolly & Co. | NJ | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/15/20 | 2020 | Risk Strategies Company, LLC | Safeware, The Insurance Agency, Inc. | OH | Independent Agency/Broker | MGA | P&C | Download |
| 12/15/20 | 2020 | Arthur J. Gallagher & Co. | Premier Brokerage Services, Inc. | PA | Public Broker | Wholesale | P&C | Download |
| 12/15/20 | 2020 | Baldwin Risk Partners | Tanner, Ballew and Maloof, Inc. | GA | Public Broker | Retail | Multi Line | Download |
| 12/15/20 | 2020 | Brown & Brown, Inc. | Substantially all of the assets of South & Western General Agency, Inc. | TX | Public Broker | Wholesale | P&C | Download |
| 12/15/20 | 2020 | Inszone Insurance Services, Inc. | Golden Ocean Insurance Cente | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/15/20 | 2020 | Inszone Insurance Services, Inc. | Kelly-Naney Insurance Agency | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/15/20 | 2020 | Inszone Insurance Services, Inc. | Schaeffer Agency Inc | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/14/20 | 2020 | Marshall & Sterling Insurance, Inc. | Jaeger & Flynn Associates, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/14/20 | 2020 | USI Holdings Corporation | Venneberg Insurance, Inc. | AK | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/14/20 | 2020 | AssuredPartners, Inc. | Coastal Plains Insurance Of The Low Country, Inc. | SC | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/12/20 | 2020 | Compass Insurance Services, Inc. | IB Insurance Agency Inc. | WI | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/11/20 | 2020 | DOXA Insurance Holdings LLC | Marine Underwriters Of America, Inc. | TX | Independent Agency/Broker | MGA | P&C | Download |
| 12/10/20 | 2020 | Baldwin Risk Partners | Burham Benefits Insurance Services, Inc. | CA | Public Broker | Retail | EB & Consulting | Download |
| 12/09/20 | 2020 | Risk Strategies Company, LLC | FBA National | NY | Independent Agency/Broker | Retail | P&C | |
| 12/08/20 | 2020 | Hilb Group LLC | Plan Benefit Services, Inc. | SC | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/08/20 | 2020 | Hub International Limited | Assets of Chelsea Insurance Agency LLC | CT | Independent Agency/Broker | Retail | Multi Line | Download |
