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 |
|---|---|---|---|---|---|---|---|---|
| 12/08/20 | 2020 | Oswald Companies | Riggs, Counselman, Michaels & Downes Inc. | MD | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/08/20 | 2020 | Relation Insurance, Inc. | Assets of Baughan Insurance Agency | NC | Independent Agency/Broker | Retail | P&C | Download |
| 12/08/20 | 2020 | Relation Insurance, Inc. | Assets of SK Carney Insurance, Inc. | NC | Independent Agency/Broker | Retail | P&C | |
| 12/08/20 | 2020 | Arthur J. Gallagher & Co. | Cool Insuring Agency, Inc. | NY | Public Broker | Retail | Multi Line | Download |
| 12/07/20 | 2020 | Financial Institutions, Inc. | Landmark Group of Brighton, Inc. | NY | Bank or Thrift | Retail | P&C | Download |
| 12/07/20 | 2020 | Truist Financial Corporation | Wellington Risk Insurance Agency, Inc. | TX | Bank or Thrift | MGA | P&C | Download |
| 12/07/20 | 2020 | Truist Financial Corporation | Program Insurance Management Of Sarasota, Inc. | FL | Bank or Thrift | MGA | P&C | Download |
| 12/07/20 | 2020 | World Insurance Associates, LLC | Watts Group LLC | CT | Independent Agency/Broker | Retail | P&C | Download |
| 12/03/20 | 2020 | Marsh & McLennan Companies, Inc. | Inspro, Inc | NE | Public Broker | Retail | Multi Line | Download |
| 12/03/20 | 2020 | Patriot Growth Insurance Services, LLC | V. R. Williams & Company, LLC | TN | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/03/20 | 2020 | Truist Financial Corporation | Continental Underwriters Limited | LA | Bank or Thrift | MGA | P&C | |
| 12/03/20 | 2020 | Travelers Companies, Inc. | InsuraMatch, LLC | MA | Insurance Company | Wholesale | P&C | Download |
| 12/02/20 | 2020 | Insured.Zone, LLC | East Pasco Insurance LLC | FL | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Acrisure, LLC | Assets of Lyman & Sheets Insurance Agency | MI | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Acrisure, LLC | National Labor Benefits, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Acrisure, LLC | Patton Chesnut Binder Insurance LLC | KY | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Acrisure, LLC | Seacoast Insurance, Inc. | SC | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Acrisure, LLC | Undiscloased Insurance Agency | IL | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | Independent Agency/Broker | Retail | Multi Line | ||
| 12/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | Independent Agency/Broker | Retail | Multi Line | ||
| 12/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | KY | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | ID | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | SC | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | CO | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Digital Insurance, Inc. | Tegler Benefits Group | PA | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/01/20 | 2020 | Heffernan Insurance Brokers | Truckee Community Insurance Services | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/20 | 2020 | Higginbotham & Associates, Inc. | McMahon-Hadder Insurance Inc. | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/20 | 2020 | Hilb Group LLC | Dwayne Wilson Insurance & Financial Services, Inc./Senior Insurance NC, Inc. | NC | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/01/20 | 2020 | Hilb Group LLC | Rampart Brokerage Corp. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 12/01/20 | 2020 | Inszone Insurance Services, Inc. | Janette F Ramsey Agency | CA | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Assets of Advanced Insurance Solutions | LA | Independent Agency/Broker | Retail | Multi Line | |
| 12/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | INGUARD Inc. | IN | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Total Insurance Brokerage, LLC | CT | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Trade Risk Guaranty Brokerage Services LLC | MT | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Universal Business Insurance, Inc | UT | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Relation Insurance, Inc. | Assets of Mertz Insurance Group | NE | Independent Agency/Broker | Retail | Multi Line | |
| 12/01/20 | 2020 | Relation Insurance, Inc. | Laufer Insurance Solutions, Inc. | VA | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | Risk Strategies Company, LLC | Commercial Insurance Group LLC | CO | Independent Agency/Broker | Wholesale | P&C | |
| 12/01/20 | 2020 | Risk Strategies Company, LLC | Strategic Insurance Agency, LLC | CO | Independent Agency/Broker | Retail | Multi Line | |
| 12/01/20 | 2020 | Vantage Insurance Partners, Inc. | Fortun Holdings, LLC | FL | Independent Agency/Broker | Retail | P&C | |
| 12/01/20 | 2020 | World Insurance Associates, LLC | J.W. Edens & Company, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | |
| 12/01/20 | 2020 | World Insurance Associates, LLC | Morris & Reynolds, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | |
| 12/01/20 | 2020 | World Insurance Associates, LLC | The Keating Group Inc. | AZ | Independent Agency/Broker | MGA | P&C | |
| 12/01/20 | 2020 | Acrisure, LLC | United Labor Benefits Inc. | NJ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/20 | 2020 | Alera Group, Inc. | Lighthouse Insurance Group, Inc. | MI | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/20 | 2020 | Alera Group, Inc. | Todd Associates Inc | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/20 | 2020 | Arthur J. Gallagher & Co. | North Star Insurance Services, LLC | WA | Public Broker | Retail | Multi Line | Download |
| 12/01/20 | 2020 | Baldwin Risk Partners | Armfield, Harrison & Thomas, Inc. | VA | Public Broker | Retail | Multi Line | Download |
| 12/01/20 | 2020 | Eastern Bankshares, Inc. | Assets of the Campbell, Flaherty & Ring Insurance Agency, Inc. | MA | Bank or Thrift | Retail | P&C | Download |
| 12/01/20 | 2020 | Hilb Group LLC | Hiram Cohen & Son, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/20 | 2020 | Marsh & McLennan Companies, Inc. | Heritage Insurance Service Inc | KY | Public Broker | Retail | Multi Line | Download |
| 12/01/20 | 2020 | Relation Insurance, Inc. | Hiller Ringeman Insurance Agency, Inc. | NC | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/20 | 2020 | TWFG Holding Company, LLC | Penguin Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/20 | 2020 | World Insurance Associates, LLC | R.S. Gilmore Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/30/20 | 2020 | Acrisure, LLC | Castell Insurance | WA | Independent Agency/Broker | Retail | P&C | |
| 11/30/20 | 2020 | Undisclosed Buyer | Insurance Innovations, LLC | FL | Other Buyer | Retail | P&C | |
| 11/30/20 | 2020 | Arthur J. Gallagher & Co. | J.P. Warner Associates, Inc. | PA | Public Broker | Retail | EB & Consulting | Download |
| 11/30/20 | 2020 | Risk Strategies Company, LLC | Brokers' Risk Placement Service, Inc. | IL | Independent Agency/Broker | MGA | P&C | Download |
| 11/25/20 | 2020 | Patriot Growth Insurance Services, LLC | PDCM Insurance Inc. | IA | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/20/20 | 2020 | Hudson Insurance Group | The Allegheny Group Inc. | PA | Insurance Company | MGA | P&C | |
| 11/19/20 | 2020 | Digital Insurance, Inc. | Refined Benefits (Sullivan) | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/19/20 | 2020 | Hub International Limited | United Shortline Insurance Services, Inc. | MI | Independent Agency/Broker | Wholesale | P&C | Download |
| 11/17/20 | 2020 | AmeriLife Group, L.L.C. | American Benefits Exchange, LLC | TX | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/16/20 | 2020 | Hub International Limited | Assets of the Vitolo Company | WA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/12/20 | 2020 | Hub International Limited | Insurance brokerage assets of Larry Dean Massey | MS | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/12/20 | 2020 | R.E.Chaix & Associates Insurance Brokers Inc. | Rancho Pacific Insurance Services, Inc. | CA | Independent Agency/Broker | Wholesale | Multi Line | Download |
| 11/11/20 | 2020 | AssuredPartners, Inc. | Newton Surety Services, LLC | MN | Independent Agency/Broker | Retail | P&C | |
| 11/11/20 | 2020 | Arthur J. Gallagher & Co. | Arrowhead Wholesale Insurance Services, LLC | CA | Public Broker | Wholesale | Multi Line | Download |
| 11/11/20 | 2020 | Inszone Insurance Services, Inc. | Wiseman Insurance Agency, L.C. | UT | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/11/20 | 2020 | Integrity Marketing Group LLC | American Group Insurance Brokerage Service Inc. | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/09/20 | 2020 | MA Financial Group, Inc. | Buterbaugh & Handlin insurance business | KS | Independent Agency/Broker | Retail | Multi Line | |
| 11/09/20 | 2020 | Hub International Limited | Leading Edge Benefit Advisors, LLC | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/06/20 | 2020 | BroadStreet Partners, Inc. | Book of Business | NY | Independent Agency/Broker | Retail | P&C | |
| 11/06/20 | 2020 | Stonybrook Capital, LLC | Applied Underwriters/Triangle Surety Agency | NE | Other Buyer | MGA | P&C | Download |
| 11/05/20 | 2020 | AmeriLife Group, L.L.C. | Forward Strategies Insurance Brokerage LLC | AZ | Independent Agency/Broker | Retail | P&C | |
| 11/05/20 | 2020 | Integrity Marketing Group LLC | Smith Agency, LLC | WA | Independent Agency/Broker | Wholesale | P&C | |
| 11/05/20 | 2020 | LTC Global Solutions, Inc. | NJLTC & DI Brokers Corp. | NJ | Independent Agency/Broker | Wholesale | P&C | Download |
| 11/05/20 | 2020 | Baldwin Risk Partners | Insgroup, Inc. | TX | Public Broker | Retail | Multi Line | Download |
| 11/04/20 | 2020 | Armfield, Harrison & Thomas, Inc. | Kaplow Insurance Agency, LLC | NY | Independent Agency/Broker | Retail | P&C | |
| 11/03/20 | 2020 | Truist Financial Corporation | W. Brown & Associates | CA | Bank or Thrift | MGA | P&C | Download |
| 11/03/20 | 2020 | Truist Financial Corporation | WBAIS, Inc. | CA | Bank or Thrift | Retail | P&C | |
| 11/03/20 | 2020 | Hub International Limited | Olson Insurance Agency/Insure All, LLC | VA | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/03/20 | 2020 | Relation Insurance, Inc. | Glick Insurance Group | NC | Independent Agency/Broker | Retail | P&C | Download |
| 11/02/20 | 2020 | Davies Group Limited | Johnson Claim Service, Inc. | OK | Other Buyer | Wholesale | P&C | |
| 11/02/20 | 2020 | R.E.Chaix & Associates Insurance Brokers Inc. | National Advantage Insurance Services, Inc. | CA | Independent Agency/Broker | Wholesale | P&C | Download |
| 11/01/20 | 2020 | Acrisure, LLC | Undiscloased Insurance Agency | WI | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | RI | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | BroadStreet Partners, Inc. | Book of Business | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | IL | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | MN | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | AL | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | OH | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | KY | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | GA | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | BroadStreet Partners, Inc. | D & G Insurance Inc. | GA | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | BroadStreet Partners, Inc. | Myrick Agency, LLC | AL | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | Hilb Group LLC | Moran, Moran & Dauphin, Inc. | NY | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Fallgatter Rhodes Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Rant Insurance Group Holdings Inc. | MI | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Stone Creek Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | World Insurance Associates, LLC | Ball Insurance Services | IN | Independent Agency/Broker | Retail | P&C | |
| 11/01/20 | 2020 | World Insurance Associates, LLC | Strovis Holdings, LLC | SC | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/20 | 2020 | Heffernan Insurance Brokers | Pnl Insurance Services | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/01/20 | 2020 | Heffernan Insurance Brokers | Sierra Insurance Associates, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/01/20 | 2020 | TrueNorth Companies LLC | Nissen-Caven Agency, Inc. | IA | Independent Agency/Broker | Retail | P&C | Download |
| 11/01/20 | 2020 | World Insurance Associates, LLC | Brian S. O’Neill & Associates, Inc. | NJ | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/01/20 | 2020 | World Insurance Associates, LLC | Danaher Skewes & Associates Inc. | VA | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/01/20 | 2020 | World Insurance Associates, LLC | Fairways Insurance Services, Inc. | NJ | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/01/20 | 2020 | World Insurance Associates, LLC | Flanagan Associates LLC | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/01/20 | 2020 | World Insurance Associates, LLC | Insurance Solutions Network, Inc. | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/01/20 | 2020 | World Insurance Associates, LLC | LIA Great Bend, Inc. | KS | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/01/20 | 2020 | World Insurance Associates, LLC | Tucker Insurance Service, Inc. | VA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/31/20 | 2020 | Acrisure, LLC | Echelon Advisors LLC | TX | Independent Agency/Broker | Retail | Multi Line | |
| 10/31/20 | 2020 | American Benefits, Inc. | Fox Insurance Agency Inc. | OR | Independent Agency/Broker | Retail | EB & Consulting | |
| 10/31/20 | 2020 | Covered by Sage, Inc. | All-star Insurance & Fast Tax Service | FL | Independent Agency/Broker | Retail | P&C | |
| 10/31/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Deyette McCloskey & Associates Insurance Agency | CA | Independent Agency/Broker | Retail | P&C | |
| 10/31/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Dixon Insurance, Inc. | ND | Independent Agency/Broker | Retail | P&C | |
| 10/31/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Dukes-Moore Insurance Agency Inc. | MD | Independent Agency/Broker | Retail | Multi Line | |
| 10/30/20 | 2020 | Jewelers Mutual Holding Company | Wexler Insurance Agency | FL | Insurance Company | MGA | P&C | |
| 10/30/20 | 2020 | Northeast Coverages, Inc | AUI, Inc. | TX | Independent Agency/Broker | MGA | P&C | Download |
| 10/30/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Senior Benefit Alliance | UT | Independent Agency/Broker | Retail | P&C | |
| 10/29/20 | 2020 | Reliance Global Group, Inc. | Assets of Capacity Southeast Agency LLC | TN | Other Buyer | Retail | P&C | |
| 10/29/20 | 2020 | Digital Insurance, Inc. | Berkshire Insurance Group, Inc. | MA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/29/20 | 2020 | Integrity Marketing Group LLC | Western Asset Protection, Inc. | AZ | Independent Agency/Broker | Wholesale | P&C | Download |
| 10/29/20 | 2020 | NFP Corp. | Insurance Specialty group, LLC | GA | Independent Agency/Broker | MGA | P&C | Download |
| 10/27/20 | 2020 | Risk Strategies Company, LLC | Larocca And Associates, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/27/20 | 2020 | Higginbotham & Associates, Inc. | Brisky & Perez Insurance Agency, Inc. | TX | Independent Agency/Broker | Retail | P&C | Download |
| 10/27/20 | 2020 | Risk Strategies Company, LLC | Marcus Insurance Agency, Inc. | MA | Independent Agency/Broker | MGA | P&C | Download |
| 10/23/20 | 2020 | AssuredPartners, Inc. | John J. Matsock & Associates, Inc. | IL | Independent Agency/Broker | Retail | Multi Line | |
| 10/23/20 | 2020 | Diversified Insurance Industries, Inc. | JonesBirdsong LLP | MN | Independent Agency/Broker | Retail | P&C | |
| 10/22/20 | 2020 | Digital Insurance, Inc. | Selden Beattie | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/22/20 | 2020 | Integrity Marketing Group LLC | Health Insurance Store Inc. | FL | Independent Agency/Broker | Wholesale | P&C | Download |
| 10/21/20 | 2020 | USI Holdings Corporation | Findley, Inc. | TN | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/16/20 | 2020 | Curley Associates | Robert L. Haley Agency, Inc. | ME | Independent Agency/Broker | Retail | P&C | |
| 10/16/20 | 2020 | Lee Equity Partners, LLC | Simplicity Financial Marketing Group Holdings, Inc. | NJ | Other Buyer | Wholesale | P&C | |
| 10/15/20 | 2020 | AmeriLife Group, L.L.C. | Equita Financial and Insurance Services of Texas | TX | Independent Agency/Broker | Wholesale | EB & Consulting | |
| 10/15/20 | 2020 | Brown & Brown, Inc. | J.E. Brown & Associates Insurance Services Inc. | CA | Public Broker | MGA | P&C | Download |
| 10/15/20 | 2020 | Plexus Groupe LLC | Deane H. Tank, Inc. | IL | Independent Agency/Broker | Retail | P&C | Download |
| 10/14/20 | 2020 | Integrity Marketing Group LLC | Advanced Market Sales | ID | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/13/20 | 2020 | Aquiline Holdings LLC | Lucht Insurance Group, LLC | OK | Other Buyer | Retail | EB & Consulting | Download |
| 10/12/20 | 2020 | Brown & Brown, Inc. | substantially all of the assets of Bright & Associates, Inc. | MO | Public Broker | Retail | P&C | Download |
| 10/08/20 | 2020 | DOXA Insurance Holdings LLC | Allsouth Professional Liability Inc. /AMS Professional Liability | FL | Independent Agency/Broker | Wholesale | P&C | Download |
| 10/08/20 | 2020 | Onex Corporation | OneDigital | GA | Other Buyer | Retail | EB & Consulting | Download |
| 10/08/20 | 2020 | BancorpSouth, Inc. | Alexander & Sanders Insurance Agency, Inc. | LA | Bank or Thrift | Retail | P&C | Download |
| 10/07/20 | 2020 | Hub International Limited | Bernstein Insurance LLC | MD | Independent Agency/Broker | Retail | P&C | Download |
| 10/06/20 | 2020 | TrueNorth Companies LLC | Engel Agency, Inc. | IA | Independent Agency/Broker | Retail | P&C | |
| 10/06/20 | 2020 | Hub International Limited | Assets of WFG Benefits Inc. | VA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/01/20 | 2020 | Acrisure, LLC | Delany Insurance | IL | Independent Agency/Broker | Retail | Multi Line | |
| 10/01/20 | 2020 | Acrisure, LLC | Undiscloased Insurance Agency | OH | Independent Agency/Broker | Retail | P&C | |
| 10/01/20 | 2020 | Acrisure, LLC | Undiscloased Insurance Agency | WA | Independent Agency/Broker | Retail | P&C | |
| 10/01/20 | 2020 | Acrisure, LLC | Undiscloased Insurance Agency | PA | Independent Agency/Broker | Retail | P&C | |
| 10/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | IN | Independent Agency/Broker | Retail | P&C | |
| 10/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | SC | Independent Agency/Broker | Retail | P&C | |
| 10/01/20 | 2020 | Ensurise LLC | P&C insurance brokerage operations | MD | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/20 | 2020 | EPIC (Edgewood Partners Insurance Center) | Assets of Robbins-Matherly-Dils | IN | Independent Agency/Broker | Retail | P&C | |
| 10/01/20 | 2020 | Patriot Growth Insurance Services, LLC | FBinsure, LLC | MA | Independent Agency/Broker | Retail | Multi Line | |
| 10/01/20 | 2020 | Risk Strategies Company, LLC | Marcus Agency Inc. | MA | Independent Agency/Broker | MGA | P&C | |
| 10/01/20 | 2020 | Risk Strategies Company, LLC | Zellieoh, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
| 10/01/20 | 2020 | Trean Corporation | 7710 Insurance Co. | IL | Insurance Company | MGA | EB & Consulting | |
| 10/01/20 | 2020 | TrueNorth Companies LLC | Brummel, Madsen & Associates, Inc. | IA | Independent Agency/Broker | Retail | Multi Line | |
| 10/01/20 | 2020 | Truist Financial Corporation | Specialty Risk Associates Inc | LA | Bank or Thrift | MGA | P&C | Download |
| 10/01/20 | 2020 | World Insurance Associates, LLC | Hampton Insurance Agency LLC | VA | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/20 | 2020 | Alera Group, Inc. | Gordon Atlantic Insurance Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/01/20 | 2020 | Alera Group, Inc. | Legacy Risk & Insurance Services, LLC | CA | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/20 | 2020 | Eastern Bankshares, Inc. | Assets of the Auburn Insurance Agency Inc. | MA | Bank or Thrift | MGA | P&C | Download |
| 10/01/20 | 2020 | Hilb Group LLC | ISI of Maryland, LLC | MD | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/01/20 | 2020 | JenCap Holdings | Landmark E&S Insurance Broker, LLC | CA | Independent Agency/Broker | Wholesale | P&C | Download |
| 10/01/20 | 2020 | McGowan Companies | Assets of M.P. Caplice Insurance Group, LLC | IL | Independent Agency/Broker | MGA | P&C | Download |
| 10/01/20 | 2020 | World Insurance Associates, LLC | Walker Agency, Inc. of Anderson | SC | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/20 | 2020 | Worldwide Facilities, Inc. | Hunt Jorgensen LLC | NJ | Independent Agency/Broker | MGA | P&C | Download |
| 09/30/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | BIG Benefits, Inc. | UT | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/30/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Hanen Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 09/30/20 | 2020 | Clegg Insurance Group, Inc. | Property and Casualty division of iCan Benefit Group | FL | Independent Agency/Broker | Retail | P&C | Download |
| 09/28/20 | 2020 | Massachusetts Mutual Life Insurance Company | MassMutual Northern California | CA | Insurance Company | Wholesale | EB & Consulting | |
| 09/28/20 | 2020 | NFP Corp. | Hutch Hubby & Associates | TX | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/28/20 | 2020 | Further Global Capital Management, L.P. | Clifford Allen Associates, Ltd. | SC | Other Buyer | Retail | P&C | Download |
| 09/25/20 | 2020 | G&G Independent Insurance | Arkansas Insurance Advisors | AR | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/23/20 | 2020 | AmeriLife Group, L.L.C. | The Achievement Group | IA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/23/20 | 2020 | AssuredPartners, Inc. | Peoples United Insurance Agency | CT | Independent Agency/Broker | Retail | Multi Line | |
| 09/22/20 | 2020 | World Insurance Associates, LLC | Sapoznik Insurance & Associates, Llc | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/22/20 | 2020 | Integrity Marketing Group LLC | Insurance Administrative Solutions, LLC | FL | Independent Agency/Broker | Wholesale | P&C | Download |
| 09/21/20 | 2020 | Arthur J. Gallagher & Co. | Charles W. Merriam & Son, Inc. | NY | Public Broker | Retail | Multi Line | Download |
| 09/21/20 | 2020 | HGGC | Triplus Services, Inc. | MA | Other Buyer | MGA | P&C | Download |
| 09/18/20 | 2020 | Arthur J. Gallagher & Co. | Erin P. Collins & Associates, Inc. | AZ | Public Broker | Retail | EB & Consulting | Download |
| 09/17/20 | 2020 | High Street Insurance Partners, LLC | Millennium Alliance Group, LLC | NY | Independent Agency/Broker | Retail | P&C | Download |
| 09/17/20 | 2020 | High Street Insurance Partners, LLC | Tracy Driscoll And Company Inc. | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/16/20 | 2020 | Brown & Brown, Inc. | Brookstone Insurance Group LLC | TX | Public Broker | Retail | Multi Line | Download |
| 09/16/20 | 2020 | Arthur J. Gallagher & Co. | The Kirksey Agency, Inc. | LA | Public Broker | Retail | Multi Line | Download |
| 09/14/20 | 2020 | Associated Agencies, Inc. | The Bensman Group | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/11/20 | 2020 | OneBeacon Insurance Group, Ltd. | International Bond & Marine Brokerage Ltd | NJ | Insurance Company | MGA | P&C | Download |
| 09/11/20 | 2020 | Brown & Brown, Inc. | Assets of Frank E. Neal & Co. Inc. | TN | Public Broker | Retail | EB & Consulting | Download |
| 09/10/20 | 2020 | IMA Financial Group, Inc. | Phillip Gira Insurance, Inc. | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/09/20 | 2020 | Hub International Limited | Assets of Todd & Associates, LLC | LA | Independent Agency/Broker | Retail | P&C | Download |
