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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |