Industry Transactions
2024 Acquisition Details (YTD as of March 31, 2024)
| Who’s Buying | |
|---|---|
| Insurance Brokers – Independent | 16 |
| Insurance Brokers – Public | 9 |
| Insurance Brokers – Private Capital-Backed | 85 |
| Insurance Carrier and Other | 3 |
| Banks and Thrifts | 1 |
| What’s Being Bought | |
|---|---|
| Full Service | 29 |
| P&C | 65 |
| Multi Line | 20 |
| Retail vs. Specialty | |
|---|---|
| Retail | 95 |
| Specialty | 19 |
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 3/31/2024.
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 |
|---|---|---|---|---|---|---|---|---|
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/16/23 | 2023 | Arthur J. Gallagher & Co. | Certain Assets of Coverys Insurance Services Office | Public Broker | MGA | P&C | Download | |
| 11/16/23 | 2023 | Brown & Brown, Inc. | Insurance Portfolio | Public Broker | Retail | EB & Consulting | ||
| 11/16/23 | 2023 | Genstar Capital, LLC | Amwins | Other Buyer | Wholesale | Multi Line | Download | |
| 11/14/23 | 2023 | Bailey Place Insurance Agency, Inc. | Tanner-Ibbotson, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 11/14/23 | 2023 | Higginbotham & Associates, Inc. | Byars Wright | AL | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/14/23 | 2023 | Higginbotham & Associates, Inc. | Flowers Insurance | AL | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/14/23 | 2023 | Higginbotham & Associates, Inc. | Pritchett Moore | AL | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/14/23 | 2023 | Hotchkiss Insurance Agency Inc. | InCore Group | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/14/23 | 2023 | Inszone Insurance Services, Inc. | Hawks View Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 11/14/23 | 2023 | Integrity Marketing Group LLC | Living Hope Life Group | SC | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/13/23 | 2023 | Arch Capital Group Ltd. | Mortgage Insurance Business | Insurance Company | Wholesale | P&C | Download | |
| 11/11/23 | 2023 | Element Risk Management | Chapracki Insurance Agency | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/10/23 | 2023 | Leavitt Group Enterprises, Inc. | Brian Lewis Insurance | Independent Agency/Broker | Retail | P&C | Download | |
| 11/10/23 | 2023 | Leavitt Group Enterprises, Inc. | Maxwell Insurance Group | Independent Agency/Broker | Retail | P&C | Download | |
| 11/09/23 | 2023 | Hub International Limited | Assets of Insurance Allies LLC | Independent Agency/Broker | MGA | P&C | Download | |
| 11/09/23 | 2023 | Inszone Insurance Services, Inc. | Max Breisse Insurance Agency | Independent Agency/Broker | Retail | Multi Line | Download | |
| 11/09/23 | 2023 | Leavitt Group Enterprises, Inc. | Antioch Insurance Agency | Independent Agency/Broker | Retail | Multi Line | Download | |
| 11/09/23 | 2023 | Leavitt Group Enterprises, Inc. | Baker Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 11/09/23 | 2023 | Simplicity Group Holdings, Inc. | Passerelle Partners | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 11/09/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 11/09/23 | 2023 | Zurich American Insurance Co. | Farmers Exchange's flood program servicing arm | Insurance Company | Wholesale | P&C | Download | |
| 11/09/23 | 2023 | Zurich American Insurance Co. | Farmers General Insurance Agency | Insurance Company | Wholesale | P&C | Download | |
| 11/09/23 | 2023 | Zurich American Insurance Co. | Kraft Lake Insurance Agency | Insurance Company | Wholesale | P&C | Download | |
| 11/09/23 | 2023 | Zurich American Insurance Co. | Western Star Insurance Services | Insurance Company | Wholesale | P&C | Download | |
| 11/08/23 | 2023 | Arch Capital Group Ltd. | certain assets of Intellectual Property Liability MGA business | Insurance Company | MGA | P&C | Download | |
| 11/08/23 | 2023 | Arthur J. Gallagher & Co. | WDK Benefits, LLC | Public Broker | Retail | EB & Consulting | Download | |
| 11/08/23 | 2023 | Signers National, LLC | Carriage Trade Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 11/08/23 | 2023 | Signers National, LLC | Robert O. Hampton Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 11/08/23 | 2023 | Signers National, LLC | The Sanctuary Insurance Agency, Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 11/08/23 | 2023 | Unison Risk Advisors | Employee Benefit Services Maryland, Inc. | Independent Agency/Broker | Retail | EB & Consulting | ||
| 11/07/23 | 2023 | Arthur J. Gallagher & Co. | The Evans Agency, LLC | Public Broker | Retail | Multi Line | Download | |
| 11/07/23 | 2023 | Goldman Sachs Asset Management | DOXA Insurance Holdings LLC | Other Buyer | MGA | Multi Line | Download | |
| 11/07/23 | 2023 | Integrity Marketing Group LLC | Inspire Insurance Group | AZ | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/07/23 | 2023 | Warner Pacific Insurance Services, Inc. | BeneUSA LLC | Independent Agency/Broker | MGA | EB & Consulting | Download | |
| 11/06/23 | 2023 | Hub International Limited | Renaissance Benefit Advisors Group | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 11/06/23 | 2023 | Relation Insurance Services, Inc. | HR Virtual Solutions | IL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/06/23 | 2023 | Relation Insurance Services, Inc. | North Shore Benefit Partners Corporation | IL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/03/23 | 2023 | Hub International Limited | Assets of Franklin Financial Group, LLC/ Franklin Investment Group, LLC | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 11/03/23 | 2023 | Sterling & Sterling, LLC | Undisclosed insurance agency | Private Capital | ||||
| 11/03/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | Private Capital | ||||
| 11/03/23 | 2023 | Travelers Companies, Inc. | Corvus | Insurance Company | MGA | P&C | Download | |
| 11/02/23 | 2023 | Evertree Insurance | Prosper Insurance Group | Independent Agency/Broker | Wholesale | Multi Line | Download | |
| 11/02/23 | 2023 | Hub International Limited | Assets of OH-INS, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 11/01/23 | 2023 | Alera Group, Inc. | P&C Book of Business | Independent Agency/Broker | Retail | P&C | ||
| 11/01/23 | 2023 | AssuredPartners, Inc. | Undisclosed insurance agency | Private Capital | ||||
| 11/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 11/01/23 | 2023 | Cross Insurance | Sculos & Santilli Insurance Agency | Independent Agency/Broker | Retail | Multi Line | Download | |
| 11/01/23 | 2023 | Higginbotham & Associates, Inc. | Where Relationships Matter Group, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 11/01/23 | 2023 | High Street Insurance Partners, LLC | Wingate Insurance Group, Inc. | Private Capital | ||||
| 11/01/23 | 2023 | Horton Group | Physician’s Armor Insurance Services | Independent Agency/Broker | Retail | P&C | Download | |
| 11/01/23 | 2023 | OneDigital Health and Benefits | Crum-Halsted Agency Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 11/01/23 | 2023 | Patriot Growth Insurance Services, LLC | Assets of Gilmartin Insurance Agency Inc. | Independent Agency/Broker | Retail | P&C | ||
| 11/01/23 | 2023 | Patriot Growth Insurance Services, LLC | Assets of Maggiacomo Insurance Agency Inc. | Independent Agency/Broker | Retail | P&C | ||
| 11/01/23 | 2023 | Patriot Growth Insurance Services, LLC | Douce James Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 11/01/23 | 2023 | Patriot Growth Insurance Services, LLC | Hanuschak Insurance Agency, Inc. | RI | Independent Agency/Broker | Retail | P&C | |
| 11/01/23 | 2023 | The McGowan Companies | Protexure Insurance Agency | Independent Agency/Broker | MGA | P&C | Download | |
| 10/31/23 | 2023 | Alliant Insurance Services | 3000 Insurance Group, LLC | OK | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/31/23 | 2023 | Alliant Insurance Services | Commercial Risk Group | OK | Independent Agency/Broker | Retail | P&C | Download |
| 10/31/23 | 2023 | Alliant Insurance Services | The Arrow Group | OK | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/31/23 | 2023 | Inszone Insurance Services, Inc. | Arizona Assurance Agency, Inc | AZ | Independent Agency/Broker | Retail | Multi Line | |
| 10/31/23 | 2023 | Inszone Insurance Services, Inc. | Desert Mountain Agency Inc. | NM | Independent Agency/Broker | Retail | Multi Line | |
| 10/31/23 | 2023 | Inszone Insurance Services, Inc. | Frank Vitale Insurance | Private Capital | ||||
| 10/31/23 | 2023 | Integrity Marketing Group LLC | Senior Med Benefits | UT | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/30/23 | 2023 | Duffy Insurance Agency, Inc. | Lauranzano Insurance Agency | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/30/23 | 2023 | Risk Strategies Company, LLC | Fairmount Benefits, Inc. | PA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/30/23 | 2023 | Ryan Specialty Group, LLC | AccuRisk Solutions LLC | IL | Public Broker | MGA | EB & Consulting | Download |
| 10/29/23 | 2023 | Cross Insurance | Greenberg Rhein Margolis, Inc. | CT | Independent Agency/Broker | Retail | Multi Line | |
| 10/26/23 | 2023 | Keystone Insurers Group, Inc. | Canyon Lands Insurance 1, Inc | AZ | Independent Agency/Broker | Retail | P&C | Download |
| 10/26/23 | 2023 | Leavitt Group Enterprises, Inc. | Bishop Insurance | UT | Independent Agency/Broker | Retail | P&C | Download |
| 10/26/23 | 2023 | TWFG Holding Company, LLC | Jeff Kincaid Insurance Group | NC | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/24/23 | 2023 | Arthur J. Gallagher & Co. | Cadence Insurance Inc. | AL | Public Broker | Retail | P&C | Download |
| 10/24/23 | 2023 | Integrity Marketing Group LLC | Health & Wealth Agency | FL | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/24/23 | 2023 | Risk Strategies Company, LLC | North Bay Business | Independent Agency/Broker | Retail | P&C | Download | |
| 10/23/23 | 2023 | Arthur J. Gallagher & Co. | Rosenzweig Insurance Agency, Inc. | NY | Public Broker | Retail | Multi Line | Download |
| 10/23/23 | 2023 | OneDigital Health and Benefits | Champlain Insuring | VT | Independent Agency/Broker | Retail | P&C | Download |
| 10/23/23 | 2023 | OneDigital Health and Benefits | Titus Insurance Agency | VT | Independent Agency/Broker | Retail | P&C | Download |
| 10/23/23 | 2023 | Simplicity Group Holdings, Inc. | Aptus Marketing | OH | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/23/23 | 2023 | USI Holdings Corporation | Cavanah Associates | HI | Independent Agency/Broker | Retail | P&C | Download |
| 10/20/23 | 2023 | Lawley Insurance | Shoff Darby Companies, Incorporated | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/20/23 | 2023 | White Mountains Insurance Group, Ltd. | Bamboo Ide8 Insurance Services, LLC | UT | Other Buyer | MGA | P&C | Download |
| 10/19/23 | 2023 | Higginbotham & Associates, Inc. | Bourg Insurance | LA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/19/23 | 2023 | OneDigital Health and Benefits | KBM Management, Inc. | NY | Independent Agency/Broker | Retail | EB & Consulting | |
| 10/18/23 | 2023 | Arthur J. Gallagher & Co. | Assets of Meadowbrook Inc. | MI | Public Broker | Retail | Multi Line | Download |
| 10/18/23 | 2023 | King Insurance Agency, Inc. | Thetford Insurance Services | TN | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/18/23 | 2023 | Leavitt Group Enterprises, Inc. | 208benefits, LLC | ID | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/17/23 | 2023 | AmeriLife Group, L.L.C. | Senior Elite Services | TN | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/17/23 | 2023 | Arthur J. Gallagher & Co. | Clements Worldwide | DC | Public Broker | Retail | P&C | Download |
| 10/17/23 | 2023 | Brown & Brown, Inc. | Substantially All Of The Assets Of The Pacific Underwriters Corporation | WA | Public Broker | MGA | P&C | Download |
| 10/17/23 | 2023 | National General Holdings Corp. | WRC Agency, Inc. | Insurance Company | Wholesale | P&C | ||
| 10/17/23 | 2023 | NFP Corp. | Benefits & Co. | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/16/23 | 2023 | Alden C Goodnow Insurance Agency | Anlign Insurance | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/16/23 | 2023 | Hub International Limited | Asset of Asset Protection, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 10/16/23 | 2023 | Rms Insurance Brokerage LLC | Clancy & Clancy Brokerage Ltd. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 10/13/23 | 2023 | Higginbotham & Associates, Inc. | Total Employee Benefits | GA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/13/23 | 2023 | TrueNorth Companies LLC | United Prairie Insurance | MN | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/13/23 | 2023 | Unison Risk Advisors | Consolidated Insurance Center, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 10/12/23 | 2023 | Element Risk Management | National Advisors Group Insurance Agency | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/12/23 | 2023 | Union Bay Risk Advisors LLC | Deken Benjamin Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 10/11/23 | 2023 | Integris Group, Inc. | CorePRO Insurance | Insurance Company | Retail | P&C | Download | |
| 10/11/23 | 2023 | King Insurance Agency, Inc. | DMA Agency | NC | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/11/23 | 2023 | Liberty Company Insurance Brokers | Farley-Buren Insurance Services | OH | Independent Agency/Broker | Retail | P&C | Download |
| 10/11/23 | 2023 | Patriot Growth Insurance Services, LLC | Two Twelve Benefits | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/11/23 | 2023 | The Liberty Company Insurance Brokers, LLC | Farley-Peeples Insurance Inc. | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/11/23 | 2023 | World Insurance Associates, LLC | Oakwood Insurance Agency | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 10/10/23 | 2023 | King Insurance Agency, Inc. | David L. May Jr. Agency and Associates, Inc. | Private Capital | Download | |||
| 10/10/23 | 2023 | Leavitt Group Enterprises, Inc. | Eilert Insurance | CA | Independent Agency/Broker | Retail | P&C | Download |
| 10/10/23 | 2023 | Leavitt Group Enterprises, Inc. | Patriot Insurance Network | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/10/23 | 2023 | Unison Risk Advisors | Keyes Insurance LLC/Gallagher Property and Casualty LLC | FL | Independent Agency/Broker | Retail | P&C | |
| 10/09/23 | 2023 | National General Holdings Corp. | WRC Agency Inc | WI | Insurance Company | Retail | P&C | |
| 10/05/23 | 2023 | ALKEME Holdings Corporation | Cartier Insurance Group | TX | Independent Agency/Broker | Retail | P&C | Download |
| 10/05/23 | 2023 | Arthur J. Gallagher & Co. | General Southwest Insurance Agency | AZ | Public Broker | Retail | P&C | Download |
| 10/05/23 | 2023 | Arthur J. Gallagher & Co. | The Coverage Pro | AZ | Public Broker | Retail | P&C | Download |
| 10/05/23 | 2023 | Emerson Rogers, LLC | Wholesale Employee Benefits Division | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 10/05/23 | 2023 | Inszone Insurance Services, Inc. | DeVoy Insurance Group | MO | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/05/23 | 2023 | Texas State Bankshares, Inc. | Smith-Reagan Insurance Agency | TX | Bank or Thrift | Retail | Multi Line | Download |
| 10/04/23 | 2023 | Arthur J. Gallagher & Co. | Wla Insurance, LLC | KY | Public Broker | Retail | EB & Consulting | Download |
| 10/04/23 | 2023 | Hub International Limited | Assets of Great Basin Insurance Eugene LLC | OR | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/04/23 | 2023 | Leavitt Group Enterprises, Inc. | Dott Insurance Group | Independent Agency/Broker | Retail | P&C | Download | |
| 10/03/23 | 2023 | AmeriLife Group, L.L.C. | GS National Insurance | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/03/23 | 2023 | Integrity Marketing Group LLC | Prosper with Purpose Financial | FL | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/02/23 | 2023 | Alera Group, Inc. | Manry & Heston, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 10/02/23 | 2023 | Keystone Agency Partners LLC | Assets of Wetzel Insurance Agency Inc. | IN | Independent Agency/Broker | Retail | Multi Line | |
| 10/01/23 | 2023 | Alera Group, Inc. | Brio Benefit Consulting, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 10/01/23 | 2023 | Arbor Insurance Group Inc. | FA Insurance | PA | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 10/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 10/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 10/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | EB & Consulting | ||
| 10/01/23 | 2023 | Cross Insurance | Advocate Brokerage | Independent Agency/Broker | Retail | P&C | Download | |
| 10/01/23 | 2023 | First MainStreet Insurance L. C. | Harmeyer Insurance | Private Capital | Download | |||
| 10/01/23 | 2023 | First MainStreet Insurance L. C. | Liberty Insurance Agency | Private Capital | Download | |||
| 10/01/23 | 2023 | First MainStreet Insurance L. C. | SMC Insurance | Private Capital | Download | |||
| 10/01/23 | 2023 | IMA Financial Group, Inc. | The Benefit Company, Inc./The Bottoms Group, LLC | GA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/01/23 | 2023 | IMA Financial Group, Inc. | The Bottoms Group LLC | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 10/01/23 | 2023 | World Insurance Associates, LLC | Business Of Hamond Safety Management LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 10/01/23 | 2023 | World Insurance Associates, LLC | Insure Big Rig | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 09/29/23 | 2023 | Mid-Missouri Insurance Agency | Midwest Insurance Associates | MO | Bank or Thrift | Retail | P&C | Download |
| 09/28/23 | 2023 | Higginbotham & Associates, Inc. | Stahl & Associates Insurance Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 09/28/23 | 2023 | Inszone Insurance Services, Inc. | Citizen Choice Insurance & Investments | Independent Agency/Broker | Retail | P&C | Download | |
| 09/26/23 | 2023 | Inszone Insurance Services, Inc. | Sanfilippo & Sons Insurance Services LLC | CA | Independent Agency/Broker | Retail | P&C | Download |
| 09/26/23 | 2023 | Integrity Marketing Group LLC | LP Insurance Marketing Group | CT | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/26/23 | 2023 | ALKEME Holdings Corporation | ISU Insurance Services - The F&I Agency | Independent Agency/Broker | MGA | P&C | Download | |
| 09/26/23 | 2023 | Audax Private Equity | Oakbridge Insurance Agency | Other Buyer | Retail | Multi Line | Download | |
| 09/25/23 | 2023 | Leavitt Group Enterprises, Inc. | Anacortes Marine Insurance | Independent Agency/Broker | Retail | P&C | Download | |
| 09/25/23 | 2023 | Leavitt Group Enterprises, Inc. | Scott Richards Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 09/25/23 | 2023 | Leavitt Group Enterprises, Inc. | Smiley Insurance Services | Independent Agency/Broker | Retail | Multi Line | Download | |
| 09/25/23 | 2023 | Arthur J. Gallagher & Co. | Hartley Cylke Pacific Insurance Services, Inc. | Public Broker | Retail | P&C | Download | |
| 09/21/23 | 2023 | Inszone Insurance Services, Inc. | DeLuca Insurance Agency LLC. | MO | Independent Agency/Broker | Retail | P&C | Download |
| 09/21/23 | 2023 | Arthur J. Gallagher & Co. | Ace Commercial Insurance Center | Public Broker | Retail | P&C | Download | |
| 09/20/23 | 2023 | Risk Strategies Company, LLC | Orchestrate HR.Ebenconcepts | Independent Agency/Broker | MGA | Multi Line | Download | |
| 09/19/23 | 2023 | Integrity Marketing Group LLC | Legacy Protectors Life Group | FL | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/19/23 | 2023 | Arthur J. Gallagher & Co. | Insurance operations of Eastern Insurance | Public Broker | Retail | P&C | Download | |
| 09/18/23 | 2023 | Independence Pet Group, Inc. | Felix Cat Insurance | AZ | Independent Agency/Broker | Wholesale | P&C | Download |
| 09/18/23 | 2023 | Simplicity Group Holdings, Inc. | Dempsey Financial Network, Inc. | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 09/18/23 | 2023 | Velocity Risk Underwriters | Insight Risk | Independent Agency/Broker | MGA | P&C | Download | |
| 09/16/23 | 2023 | Element Risk Management | Ira G. Mohler Insurance Agency | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/15/23 | 2023 | Kapnick & Company, Inc | Michigan Group Benefits | MI | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/15/23 | 2023 | MAXIA Group, LLC | MAX Insurance Agency, Inc. | Other Buyer | Retail | P&C | Download | |
| 09/15/23 | 2023 | Risk Strategies Company, LLC | Undisclosed insurance agency | Independent Agency/Broker | Retail | P&C | ||
| 09/14/23 | 2023 | Accretive Insurance Solutions, Inc. | Your Way Medicare LLC | IL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/14/23 | 2023 | Integrity Marketing Group LLC | Invictus Marketing Solutions | MO | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/14/23 | 2023 | Alliant Insurance Services | Living Secure Insurance Advisors | Independent Agency/Broker | Wholesale | EB & Consulting | ||
| 09/14/23 | 2023 | Alliant Insurance Services | Sunshine Life & Health Advisors LLC | Independent Agency/Broker | Wholesale | EB & Consulting | ||
| 09/12/23 | 2023 | Alliant Insurance Services | EMG Insurance Brokerage | TX | Independent Agency/Broker | MGA | EB & Consulting | Download |
| 09/12/23 | 2023 | Alliant Insurance Services | Elite Insurance Agency, Inc. | Independent Agency/Broker | MGA | EB & Consulting | ||
| 09/12/23 | 2023 | Arthur J. Gallagher & Co. | Morgan, Trevathan And Gunn Incorporated | Public Broker | Retail | Multi Line | Download | |
| 09/12/23 | 2023 | Burns & Wilcox Ltd. | Environmental Underwriting Solutions | Independent Agency/Broker | Wholesale | P&C | Download | |
| 09/11/23 | 2023 | Leavitt Group Enterprises, Inc. | Lyon Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 09/11/23 | 2023 | Leavitt Group Enterprises, Inc. | Tanya Poiroux Agency | Independent Agency/Broker | Retail | Multi Line | Download | |
| 09/11/23 | 2023 | Arthur J. Gallagher & Co. | Southern Insurance Group, LLC | Public Broker | Retail | P&C | Download | |
| 09/11/23 | 2023 | KKR & Co., Inc. | USI Insurance Services, LLC | Other Buyer | Retail | Multi Line | Download | |
| 09/11/23 | 2023 | Risk Strategies Company, LLC | Enviant | Independent Agency/Broker | MGA | P&C | Download | |
| 09/08/23 | 2023 | Oakbridge Insurance Agency LLC | Bishop-Durden-Hale Insurance Group | GU | Independent Agency/Broker | Retail | P&C | Download |
| 09/08/23 | 2023 | Union Bay Risk Advisors LLC | The Ahearn Insurance Agency | NY | Independent Agency/Broker | Retail | P&C | Download |
| 09/07/23 | 2023 | Simplicity Group Holdings, Inc. | Hancock Brokerage, LLC | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 09/06/23 | 2023 | Integrity Marketing Group LLC | INS Marketing Systems | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/06/23 | 2023 | Peter C. Foy & Associates Insurance Services, LLC | Allied Marketing Insurance Group, Inc | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/06/23 | 2023 | Simplicity Group Holdings, Inc. | Breakthrough Insurance Group | NJ | Independent Agency/Broker | MGA | EB & Consulting | Download |
| 09/06/23 | 2023 | Higginbotham & Associates, Inc. | Community Insurance Group, LTD. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 09/06/23 | 2023 | Hub International Limited | Assets of Dieffenbach Benefits Group LLC | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 09/05/23 | 2023 | Salem Five Bancorp | Philbin Insurance Group, Inc. | MA | Bank or Thrift | Retail | P&C | Download |
| 09/05/23 | 2023 | Truist Financial Corporation | Alternative Risk Resources, LLC | Bank or Thrift | MGA | P&C | Download | |
| 09/02/23 | 2023 | Edelman Wealth Management Group | Krum Insurance and Financial Services | PA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/01/23 | 2023 | Alliant Insurance Services | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 09/01/23 | 2023 | Keystone Agency Partners LLC | Hudson & Muma, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 09/01/23 | 2023 | Oakbridge Insurance Agency LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 09/01/23 | 2023 | Oakbridge Insurance Agency LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 09/01/23 | 2023 | Wheeler & Taylor Insurance, Inc. | Assets of Albert B. Allen, Inc. | Insurance Company | Retail | P&C | ||
| 09/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 09/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 09/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 09/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 09/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 09/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 09/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C |
