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 12/31/2024.
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 |
|---|---|---|---|---|---|---|---|---|
| 03/01/25 | 2025 | World Insurance Associates | Burke & Burke Insurance Marketing | LA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/01/25 | 2025 | World Insurance Associates | Courtney Insurance Services | LA | Independent Agency/Broker | Retail | P&C | Download |
| 03/01/25 | 2025 | World Insurance Associates | Erwin Insurance Agency | LA | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/01/25 | 2025 | World Insurance Associates | Insurance Unlimited of Louisiana | LA | Independent Agency/Broker | Retail | P&C | Download |
| 03/01/25 | 2025 | World Insurance Associates | US Principal Insurance | LA | Independent Agency/Broker | Retail | P&C | Download |
| 03/01/25 | 2025 | World Insurance Associates, LLC | Ajax Specialty Insurance, Inc. | Independent Agency/Broker | MGA | P&C | ||
| 02/27/25 | 2025 | Aon Corporation | Lyons Insurance Agency, Inc. | DE | Public Broker | Retail | Multi Line | Download |
| 02/25/25 | 2025 | Inszone Insurance Services | Kouri & Associates Inc | SD | Independent Agency/Broker | Retail | P&C | Download |
| 02/25/25 | 2025 | Inszone Insurance Services | Kouri & Associates Inc | SD | Independent Agency/Broker | Retail | P&C | Download |
| 02/25/25 | 2025 | Integrity Marketing Group | Key Retirement Solutions | IL | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 02/24/25 | 2025 | New Mountain Capital | U.S. Commercial Insurance Division of NSM Insurance Group, LLC | PA | Other Buyer | MGA | P&C | Download |
| 02/19/25 | 2025 | Integrity Marketing Group | Moyes & Associates | IN | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 02/19/25 | 2025 | Integrity Marketing Group | Moyes & Associates | IN | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 02/18/25 | 2025 | Arthur J. Gallagher & Co. | Agilis Partners | MA | Public Broker | Retail | P&C | Download |
| 02/18/25 | 2025 | King Risk Partners | Kerr Agency, Inc. | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/18/25 | 2025 | Trucordia | Boater's Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 02/14/25 | 2025 | ALKEME Holdings Corporation | Aspen Gold Insurance Brokers, LLC | CO | Independent Agency/Broker | Retail | P&C | Download |
| 02/13/25 | 2025 | NavSav Insurance | Bates Insurance Group | FL | Independent Agency/Broker | Retail | P&C | Download |
| 02/13/25 | 2025 | Vouch | StartSure | NY | Independent Agency/Broker | MGA | P&C | Download |
| 02/11/25 | 2025 | Accession Risk Management Group | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/11/25 | 2025 | Integrity Marketing Group | Hawkins Insurance Partners | NC | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 02/11/25 | 2025 | TrueNorth Companies | Borchardt Agency | MN | Independent Agency/Broker | Retail | P&C | Download |
| 02/11/25 | 2025 | TrueNorth Companies | Burbank Insurance | IA | Independent Agency/Broker | Retail | P&C | Download |
| 02/11/25 | 2025 | TrueNorth Companies | Butz Insurance Agency | IA | Independent Agency/Broker | Retail | P&C | Download |
| 02/11/25 | 2025 | TrueNorth Companies | Reliabank Insurance | SD | Independent Agency/Broker | Retail | P&C | Download |
| 02/10/25 | 2025 | Afore Insurance Services | Broussard and Associates, Inc. | TN | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/10/25 | 2025 | Duffy Insurance Agency, Inc. | Fortunato Insurance Agency | MA | Independent Agency/Broker | Retail | P&C | Download |
| 02/10/25 | 2025 | EPIC (Edgewood Partners Insurance Center) | Chartwell Insurance Services, Inc. | IL | Independent Agency/Broker | Retail | P&C | Download |
| 02/07/25 | 2025 | Crest Insurance Group | Horizon Insurance Services | TX | Independent Agency/Broker | Retail | P&C | Download |
| 02/07/25 | 2025 | Hub International | Assets of Mayfield Insurance, Inc. | IN | Independent Agency/Broker | Retail | P&C | Download |
| 02/07/25 | 2025 | The Hilb Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/06/25 | 2025 | Hub International | Assets of John L. Kiley Agency, Inc. | IN | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/06/25 | 2025 | NavSav Insurance | The Frazer Group | AL | Independent Agency/Broker | Retail | P&C | Download |
| 02/05/25 | 2025 | Accession Risk Management Group | Griffith Insurance | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/04/25 | 2025 | King Risk Partners | Barker, Beck, Collins & Kronauge Agency LLP | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/04/25 | 2025 | King Risk Partners | Barker, Beck, Collins & Kronauge Agency LLP | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/04/25 | 2025 | Leavitt Group Enterprises | Randy Jones & Associates | AL | Independent Agency/Broker | Retail | P&C | Download |
| 02/04/25 | 2025 | Leavitt Group Enterprises | Randy Jones & Associates | AL | Independent Agency/Broker | Retail | P&C | Download |
| 02/03/25 | 2025 | Arthur J. Gallagher & Co. | Dominick Falcone Agency, Inc. | NY | Public Broker | Retail | P&C | Download |
| 02/03/25 | 2025 | Arthur J. Gallagher & Co. | Falcone Associates, Inc. | NY | Public Broker | Retail | EB & Consulting | Download |
| 02/03/25 | 2025 | Arthur J. Gallagher & Co. | Dominick Falcone Agency, Inc. | NY | Public Broker | Retail | P&C | Download |
| 02/03/25 | 2025 | Arthur J. Gallagher & Co. | Falcone Associates, Inc. | NY | Public Broker | Retail | EB & Consulting | Download |
| 02/03/25 | 2025 | Brown & Brown | NBS Insurance Agency, Inc. | OH | Public Broker | MGA | EB & Consulting | Download |
| 02/03/25 | 2025 | Brown & Brown | NBS Insurance Agency, Inc. | OH | Public Broker | MGA | EB & Consulting | Download |
| 02/03/25 | 2025 | World Insurance Associates, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/01/25 | 2025 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 02/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 02/01/25 | 2025 | Hub International | Assets of Lindenwood Agency, Inc | MO | Independent Agency/Broker | Retail | P&C | Download |
| 02/01/25 | 2025 | Hub International | Assets of Yavitz Insurance Agency, Inc. | MO | Independent Agency/Broker | Retail | P&C | Download |
| 02/01/25 | 2025 | Insurance Marketing Agencies | Bullock Insurance Agency, LLC | MA | Independent Agency/Broker | Retail | P&C | Download |
| 02/01/25 | 2025 | King Insurance Agency, Inc. | Book of Business | Independent Agency/Broker | Retail | P&C | ||
| 02/01/25 | 2025 | King Insurance Agency, Inc. | The Insurance Center, Inc. | WI | Independent Agency/Broker | Retail | P&C | Download |
| 02/01/25 | 2025 | The Hilb Group | New Hampshire-based property and casualty business | NH | Independent Agency/Broker | Retail | P&C | Download |
| 01/31/25 | 2025 | Marshall & Sterling Insurance | Insuregy | Independent Agency/Broker | Retail | P&C | ||
| 01/30/25 | 2025 | Accession Risk Management Group | Comprehensive Benefits | MI | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/30/25 | 2025 | Accession Risk Management Group | Gabrielson Insurnance and Financial Services | MI | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/30/25 | 2025 | Inszone Insurance Services | Texas Classic Insurance Agency, Inc. | TX | Independent Agency/Broker | Retail | P&C | Download |
| 01/30/25 | 2025 | NavSav Insurance | First Services Insurance | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/30/25 | 2025 | OneDigital Health and Benefits | Acadia Professional | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 01/30/25 | 2025 | World Insurance Associates | Stern Insurance Group | AZ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/28/25 | 2025 | King Risk Partners | Pigg Insurance, LLC | TN | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/28/25 | 2025 | World Insurance Associates | HML Brokerage | NY | Independent Agency/Broker | Retail | P&C | Download |
| 01/27/25 | 2025 | Deland, Gibson, Meade & Gale | Burr Insurance | MA | Independent Agency/Broker | Retail | P&C | Download |
| 01/27/25 | 2025 | Deland, Gibson, Meade & Gale | Burr Insurance | MA | Independent Agency/Broker | Retail | P&C | Download |
| 01/24/25 | 2025 | Galway Insurance Holdings | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/23/25 | 2025 | NavSav Insurance | True Insurance Agency | TX | Independent Agency/Broker | Retail | P&C | Download |
| 01/22/25 | 2025 | Highstreet Insurance Partners | Siebert Agency, Ltd. | Independent Agency/Broker | Retail | Multi Line | ||
| 01/21/25 | 2025 | Tropolis | BDMH Insurance Services | IL | Independent Agency/Broker | Retail | P&C | Download |
| 01/21/25 | 2025 | Tropolis | Follmer Insurance Services | MI | Independent Agency/Broker | Retail | P&C | Download |
| 01/21/25 | 2025 | Tropolis | Madigan Pingatore Insurance A | MI | Independent Agency/Broker | Retail | P&C | Download |
| 01/21/25 | 2025 | Tropolis | R&A Insurance | MI | Independent Agency/Broker | Retail | P&C | Download |
| 01/21/25 | 2025 | Tropolis | R&A Insurance | MI | Independent Agency/Broker | Retail | P&C | Download |
| 01/21/25 | 2025 | Trucordia | Insurance business of Rusty Healy Agency | MS | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/17/25 | 2025 | Texan Insurance | J & M Insurance Services PC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 01/17/25 | 2025 | Texan Insurance | J & M Insurance Services PC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 01/16/25 | 2025 | NavSav Insurance | Lewis Insurance Group | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/14/25 | 2025 | Integrity Marketing Group | Reversus Insurance Solutions | CA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 01/14/25 | 2025 | King Risk Partners | Bruce Hendry Insurance, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 01/14/25 | 2025 | Navion Insurance Associates | Pegasus Capital & Insurance Services Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 01/14/25 | 2025 | Navion Insurance Associates | Pegasus Capital & Insurance Services Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 01/14/25 | 2025 | OneDigital Health and Benefits | Small Group Employee Benefits Business | MO | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/14/25 | 2025 | Trucordia | Insurance Business of Boulder Insurance Solutions, LLC | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/13/25 | 2025 | Unison Risk Advisors | Arnold and Barton Insurance, Inc | Independent Agency/Broker | Retail | Multi Line | ||
| 01/13/25 | 2025 | WalkerHughes Insurance | Independent Brokers Agency LLC | MO | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/09/25 | 2025 | Hub International | Assets of Byrnes Agency, Incorporated | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/09/25 | 2025 | NavSav Insurance | JAT Insurance Services | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/09/25 | 2025 | Trucordia | Cada Insurance Services, LLC | LA | Independent Agency/Broker | Retail | P&C | Download |
| 01/08/25 | 2025 | WalkerHughes Insurance | United Insurance Services | IN | Independent Agency/Broker | Retail | P&C | Download |
| 01/07/25 | 2025 | A. David Risman Insurance Agency | Healy Brothers Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 01/07/25 | 2025 | Highstreet Insurance Partners, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/07/25 | 2025 | King Risk Partners | Viper Risk Management Group, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 01/07/25 | 2025 | Leavitt Group Enterprises | Pyorre Insurance Agency, LLC | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/07/25 | 2025 | Ryan Specialty Group | Woodruff-Sawyer & Co., Inc. | TN | Public Broker | MGA | P&C | Download |
| 01/07/25 | 2025 | The Hilb Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/06/25 | 2025 | AmeriLife Group | Crump Life Insurance Services/Hanleigh Management Inc. | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 01/06/25 | 2025 | Core Specialty Insurance Holdings | London Aviation Underwriters, Inc. | WA | Insurance Company | Wholesale | P&C | Download |
| 01/06/25 | 2025 | Duffy Insurance Agency, Inc. | West Newbury Insurance | MA | Independent Agency/Broker | Retail | P&C | Download |
| 01/06/25 | 2025 | Hub International | Woods Insurance Services, a Hub International company | NM | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/03/25 | 2025 | ALKEME Holdings Corporation | Mcmichael Insurance Agency Inc. | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/02/25 | 2025 | Keystone Agency Partners | Assets of G. S. Newborn & Associates | Independent Agency/Broker | Retail | Multi Line | ||
| 01/02/25 | 2025 | Keystone Agency Partners | Assets of G. S. Newborn & Associates | Independent Agency/Broker | Retail | Multi Line | ||
| 01/02/25 | 2025 | Keystone Agency Partners | Assets of Klein Insurance, LLC | Independent Agency/Broker | Retail | Multi Line | ||
| 01/02/25 | 2025 | Keystone Agency Partners | Assets of O'Connell International Advisors, Inc. | IL | Independent Agency/Broker | Wholesale | P&C | Download |
| 01/02/25 | 2025 | Keystone Agency Partners | Assets of Payne Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 01/02/25 | 2025 | Keystone Agency Partners | Assets of Strate Insurance Group, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 01/02/25 | 2025 | Skyla Federal Credit Union | Policyline Insurance, LLC | NC | Bank or Thrift | Retail | Multi Line | Download |
| 01/01/25 | 2025 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | Alera Group | Kaplansky Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/01/25 | 2025 | Andrew Agency | Garriques, Lloyd, & McMahon Insurance Agency Inc. | VA | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | Andrew Agency | Garriques, Lloyd, & McMahon Insurance Agency Inc. | VA | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | BroadStreet Partners | Assets of James David Reed Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | Hatcher Insurance | Jamerson Mclean Corporation | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | Heffernan Insurance Brokers | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | Smith-Feike-Minton Inc | Heskett Insurance Agency, Inc | OH | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | Smith-Feike-Minton Inc | Wesienberger Insurance Services Inc | OH | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | The Hilb Group | Property and Casualty Business | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | Valley Insurance Agency Alliance | Strate Insurance Group, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 01/01/25 | 2025 | Vibrant Insurance Group | Donaghy-Kempton, Inc. | IA | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | Woodlands Financial Group | Assets Of Mike Powell Insurance | TX | Public Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | World Insurance Associates | Business of Owens Insurance Agency | SC | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/01/25 | 2025 | World Insurance Associates | Royalty Truck Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | World Insurance Associates | Stokes Farnham Insurance | SC | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/31/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/31/24 | 2024 | Alera Group, Inc. | T.I.C., Inc. | CO | Independent Agency/Broker | Retail | Multi Line | |
| 12/31/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 12/30/24 | 2024 | Maiden Holdings, Ltd. | Kestrel Group, LLC | SC | Independent Agency/Broker | Wholesale | Multi Line | Download |
| 12/30/24 | 2024 | Patriot Growth Insurance Services, LLC | Birtwhistle & Livingston, Inc. | NJ | Independent Agency/Broker | Retail | P&C | |
| 12/30/24 | 2024 | Patriot Growth Insurance Services, LLC | E.T. Clauss & Co., Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 12/30/24 | 2024 | Patriot Growth Insurance Services, LLC | Herman Agency Inc. | IL | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/27/24 | 2024 | Arthur J Gallagher & Co. | Murray Gardner Insurance Agency Inc. | CA | Public Broker | Retail | P&C | Download |
| 12/26/24 | 2024 | Arthur J Gallagher & Co. | Afina Insurance Advisors Inc. | IL | Public Broker | Retail | P&C | Download |
| 12/26/24 | 2024 | Inszone Insurance Services, Inc. | Roten & Company | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/23/24 | 2024 | Inszone Insurance Services, Inc. | Coe Agency, LLC. | NM | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/23/24 | 2024 | Inszone Insurance Services, Inc. | Esquire Insurance, LLC | GA | Independent Agency/Broker | Retail | P&C | Download |
| 12/20/24 | 2024 | Alera Group, Inc. | Goodwin Insurance Agency, Inc. | KY | Independent Agency/Broker | Retail | P&C | Download |
| 12/19/24 | 2024 | Arthur J. Gallagher & Co. | Durham & Bates Agencies, Inc. | OR | Public Broker | Retail | Multi Line | Download |
| 12/18/24 | 2024 | Arthur J. Gallagher & Co. | Howe Insurance Group, L.L.C. | TX | Public Broker | Retail | P&C | Download |
| 12/18/24 | 2024 | Arthur J. Gallagher & Co. | M.J. Schuetz Insurance Services, Inc. | IN | Public Broker | Retail | Multi Line | Download |
| 12/18/24 | 2024 | Choice Financial Group | Employee Benefits of Virginia, LLC | VA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/18/24 | 2024 | Choice Financial Group | Employee Benefits of Virginia, LLC | VA | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/18/24 | 2024 | Schrager Hampson Aviation Insurance Agency LLC | The Charles W. Bilella Agency Ltd. | PA | Independent Agency/Broker | Retail | P&C | Download |
| 12/17/24 | 2024 | High Street Insurance Partners | Collum Insurance Group, LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 12/17/24 | 2024 | Hub International Limited | Assets of Great Basin Insurance, Inc. | OR | Independent Agency/Broker | Retail | P&C | Download |
| 12/17/24 | 2024 | King Insurance Agency, Inc. | Talbert Insurance Services | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/17/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Insurance Business of Richard King Insurance Agency | OH | Independent Agency/Broker | Retail | P&C | Download |
| 12/16/24 | 2024 | MountainOne Bank | McClure Insurance Agency, Inc. | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/16/24 | 2024 | PointeNorth Insurance Group, LLC | Caldwell & Langford Insurance | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/16/24 | 2024 | TIH | SLB Insurance Group | FL | Independent Agency/Broker | MGA | P&C | Download |
| 12/13/24 | 2024 | Aon Corporation | The Salus Group | MI | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/12/24 | 2024 | ALKEME Holdings Corporation | Relion Insurance Solutions, Inc. | IA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/12/24 | 2024 | Hub International Limited | Assets of Jackson Hole Insurance, Inc. | WY | Independent Agency/Broker | Retail | P&C | Download |
| 12/12/24 | 2024 | Inszone Insurance Services, Inc. | Get Benefits Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/12/24 | 2024 | Union Bay Risk Advisors LLC | Loyalhanna Insurance Group LLC | PA | Independent Agency/Broker | Retail | P&C | Download |
| 12/11/24 | 2024 | Alera Group, Inc. | Doroshow Insurance, Inc. | NV | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/11/24 | 2024 | Arthur J Gallagher & Co. | Sheila J. Butler & Company, Inc. | GA | Public Broker | Retail | EB & Consulting | Download |
| 12/11/24 | 2024 | Hub International Limited | Assets of Otter Insurance Agency, Inc. | WA | Independent Agency/Broker | Retail | P&C | Download |
| 12/11/24 | 2024 | Inszone Insurance Services, Inc. | Southerland and Associates, Inc. | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/10/24 | 2024 | Alliant Insurance Services | Centurion Senior Services, LLC | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 12/10/24 | 2024 | Aon Corporation | Capstone Strategies LLC | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/10/24 | 2024 | Brown & Brown, Inc. | Assets of American Risk Management Resources Network, LLC | WI | Public Broker | Wholesale | P&C | Download |
| 12/10/24 | 2024 | Hub International Limited | Assets of Fairfield County Bank Insurance Services, LLC | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/10/24 | 2024 | Inszone Insurance Services, Inc. | Commercial Insurance of Texas Services Inc. | TX | Independent Agency/Broker | Retail | P&C | Download |
| 12/10/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Insurance Business of Archibald Insurance | VA | Independent Agency/Broker | Retail | P&C | Download |
| 12/10/24 | 2024 | XPT Group LLC | Atri Insurance Services LLC | NJ | Independent Agency/Broker | Retail | P&C | |
| 12/09/24 | 2024 | Alliant Insurance Services | Union First Insurance Solutions, LLC | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/09/24 | 2024 | Arthur J Gallagher & Co. | AssuredPartners, Inc. | FL | Public Broker | Retail | Multi Line | Download |
| 12/09/24 | 2024 | Hub International Limited | Assets of Hadfield Agency, Inc. | AR | Independent Agency/Broker | Retail | P&C | Download |
| 12/09/24 | 2024 | Relation Insurance, Inc. | Business Aviation Insurance Services | OH | Independent Agency/Broker | Retail | P&C | Download |
| 12/06/24 | 2024 | ALKEME Holdings Corporation | Schkabla, LLC | GA | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/05/24 | 2024 | High Street Insurance Partners | DMI Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 12/04/24 | 2024 | Bloom Insurance Agency | Focused Health | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/03/24 | 2024 | ALKEME Holdings Corporation | Jacobson Professional Insurance, LLC | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 12/03/24 | 2024 | AmeriLife Group, L.L.C. | One Health Benefits | SC | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/03/24 | 2024 | Relation Insurance, Inc. | SFBAG Employee Benefit Insurance Services | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/02/24 | 2024 | Keystone Agency Partners LLC | Assets of JFP Benefit Management, Inc. | MI | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/02/24 | 2024 | Relation Insurance, Inc. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/02/24 | 2024 | Undisclosed Buyer | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/02/24 | 2024 | Undisclosed Buyer | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/02/24 | 2024 | World Insurance Associates, LLC | Archambault Insurance Associates | CT | Independent Agency/Broker | Retail | Multi Line | |
| 12/01/24 | 2024 | Alera Group, Inc. | Spire Risk Management, LLC | TX | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 12/01/24 | 2024 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/01/24 | 2024 | Hub International Limited | BIS Management Services, Inc. | CT | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/24 | 2024 | The Hilb Group, LLC | Property and Casualty Business | Independent Agency/Broker | Retail | P&C | ||
| 12/01/24 | 2024 | TrueNorth Companies LLC | Downtown Insurance | IA | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/24 | 2024 | TrueNorth Companies LLC | Lane Insurance | IA | Independent Agency/Broker | Retail | P&C | Download |
| 11/26/24 | 2024 | Arthur J. Gallagher & Co. | Shepard Insurance Group, Inc. | CT | Public Broker | Retail | P&C | Download |
| 11/26/24 | 2024 | Truliant Federal Credit Union | Atkins & Associates Insurance Agency | SC | Bank or Thrift | Retail | P&C | Download |
| 11/22/24 | 2024 | Culpeper Insurance Partners, LLC | BBIG, Inc. | NY | Independent Agency/Broker | Retail | P&C | |
| 11/21/24 | 2024 | Alera Group, Inc. | Team Alvarez Insurance Services | CA | Independent Agency/Broker | MGA | EB & Consulting | Download |
