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 |
|---|---|---|---|---|---|---|---|---|
| 06/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Avidity LLC | KS | Independent Agency/Broker | Retail | Multi Line | |
| 06/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | First Fidelity Brokerage, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 06/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Moulton Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 06/01/20 | 2020 | Simplicity Group Holdings, Inc. | First Income Advisors, LLC | MN | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 06/01/20 | 2020 | Tokio Marine HCC | GCube Insurance Services, Inc. | NY | Insurance Company | MGA | P&C | |
| 06/01/20 | 2020 | World Insurance Associates, LLC | Bentsen Combies Insurance, Inc. | RI | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/01/20 | 2020 | World Insurance Associates, LLC | El Hefe Man, LLC | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/01/20 | 2020 | World Insurance Associates, LLC | Millennium Medical Solutions Corp. | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/01/20 | 2020 | World Insurance Associates, LLC | Novak Agency Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/20 | 2020 | Baldwin Risk Partners | All assets of Rosenthal Brothers, Inc. | IL | Public Broker | Retail | Multi Line | Download |
| 06/01/20 | 2020 | Baldwin Risk Partners | All assets of Trinity Benefit Advisors Inc. and Russ Blakely & Associates LLC | TN | Public Broker | Retail | EB & Consulting | Download |
| 05/28/20 | 2020 | AssuredPartners, Inc. | Cypress Insurance Group, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 05/28/20 | 2020 | Century Equity Partners | Ritter Insurance Marketing | PA | Other Buyer | Wholesale | EB & Consulting | Download |
| 05/19/20 | 2020 | Integrity Marketing Group LLC | Equis Financial, Inc. | NC | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 05/15/20 | 2020 | Symmetry Financial Group, LLC | Asurea Insurance Services, Inc. | CA | Independent Agency/Broker | Wholesale | P&C | Download |
| 05/15/20 | 2020 | Hub International Limited | Lashua-Lachance & Polik Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/14/20 | 2020 | BB&T Corporation | Peak Health | NC | Bank or Thrift | Wholesale | EB & Consulting | |
| 05/14/20 | 2020 | Hub International Limited | Hatchett Insurance Agency, LLC | TN | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/13/20 | 2020 | Higginbotham & Associates, Inc. | Amerman Insurance Services LLC | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/13/20 | 2020 | Constellation Affiliated Partners | Assets of Intercorp Inc. | PA | Independent Agency/Broker | Wholesale | P&C | Download |
| 05/13/20 | 2020 | Constellation Affiliated Partners | BNK Insurance Services, LLC | TX | Independent Agency/Broker | MGA | P&C | Download |
| 05/12/20 | 2020 | Hub International Limited | Division of Healy Group, Inc. | IN | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 05/11/20 | 2020 | Hub International Limited | B & G Group Inc | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/11/20 | 2020 | XPT Group LLC | Houston Surplus Lines, Inc. | TX | Independent Agency/Broker | MGA | P&C | Download |
| 05/04/20 | 2020 | Crest Insurance Group, LLC | John Creps Insurance Agency, LLC | AZ | Independent Agency/Broker | Retail | P&C | Download |
| 05/04/20 | 2020 | Paragon Insurance Holdings, LLC | Trident Public Risk Solutions | TX | Independent Agency/Broker | MGA | P&C | |
| 05/04/20 | 2020 | High Street Insurance Partners, LLC | Gates-Cole Associates, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 05/04/20 | 2020 | High Street Insurance Partners, LLC | Ken Bleeker Insurance Agency | MI | Independent Agency/Broker | Retail | P&C | Download |
| 05/02/20 | 2020 | Trustmark Corporation | Creative Benefit Solutions, LLC | AL | Bank or Thrift | Retail | EB & Consulting | Download |
| 05/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | PA | Independent Agency/Broker | Retail | P&C | |
| 05/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | MI | Independent Agency/Broker | Retail | P&C | |
| 05/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | CA | Independent Agency/Broker | Retail | P&C | |
| 05/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | NY | Independent Agency/Broker | Retail | P&C | |
| 05/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 05/01/20 | 2020 | BroadStreet Partners, Inc. | Book of Business | NV | Independent Agency/Broker | Retail | P&C | |
| 05/01/20 | 2020 | BroadStreet Partners, Inc. | Book of Business | AZ | Independent Agency/Broker | Retail | P&C | |
| 05/01/20 | 2020 | BroadStreet Partners, Inc. | Independent Agency | GA | Independent Agency/Broker | Retail | P&C | |
| 05/01/20 | 2020 | BroadStreet Partners, Inc. | Undisclosed Independent Agency | NV | Independent Agency/Broker | Retail | P&C | |
| 05/01/20 | 2020 | BroadStreet Partners, Inc. | Undisclosed insurance agency | GA | Independent Agency/Broker | Retail | P&C | |
| 05/01/20 | 2020 | Heffernan Insurance Brokers | Assets of Contractors Insurance NW | WA | Independent Agency/Broker | Retail | P&C | Download |
| 05/01/20 | 2020 | Heffernan Insurance Brokers | Assets of TWIS | CA | Independent Agency/Broker | Retail | P&C | |
| 05/01/20 | 2020 | NFP Corp. | Leavitt Insurance Agency of San Diego, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/01/20 | 2020 | World Insurance Associates, LLC | Airways International Insurance Services, LLC | NJ | Independent Agency/Broker | MGA | P&C | Download |
| 05/01/20 | 2020 | World Insurance Associates, LLC | Pinnacle Insurance Group, Inc. | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/01/20 | 2020 | Baldwin Risk Partners | Pendelum, LLC | NM | Public Broker | Wholesale | P&C | Download |
| 04/30/20 | 2020 | Ameritas Mutual Holding Company | Dental Select, Inc. | UT | Insurance Company | Wholesale | P&C | Download |
| 04/30/20 | 2020 | High Street Insurance Partners, LLC | Ayres-Rice Insurance Agency, Inc. | MI | Independent Agency/Broker | Retail | P&C | |
| 04/30/20 | 2020 | Trustmark Corporation | Boyles Moak Insurance Services | MS | Bank or Thrift | Retail | Multi Line | Download |
| 04/27/20 | 2020 | Spotts Insurance Group, Inc. | Hugh J. McGinley Insurance Agency | PA | Independent Agency/Broker | Retail | Multi Line | |
| 04/23/20 | 2020 | World Insurance Associates, LLC | Martin & Rowland Insurance, Inc. | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/22/20 | 2020 | XPT Group LLC | LP Risk, Inc. | TX | Independent Agency/Broker | MGA | P&C | Download |
| 04/21/20 | 2020 | Alera Group, Inc. | Barkley Risk Management & Insurance | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/21/20 | 2020 | AssuredPartners, Inc. | Transportation Insurance Advisors LLC | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/21/20 | 2020 | Baldwin Risk Partners | Assets of Southern Protective Group, LLC | GA | Public Broker | Retail | P&C | Download |
| 04/21/20 | 2020 | Hilb Group LLC | Books of business | RI | Independent Agency/Broker | Retail | EB & Consulting | |
| 04/21/20 | 2020 | IMA Financial Group, Inc. | ESS NexTier Insurance Group, LLC | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/21/20 | 2020 | Patriot Growth Insurance Services, LLC | Florida Southern Insurance, LLC | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/20/20 | 2020 | Alera Group, Inc. | Cambridge Benefit Solutions | AZ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 04/17/20 | 2020 | Woodlands Financial Group | Panoptic Insurance | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/15/20 | 2020 | AssuredPartners, Inc. | GIGA Solutions, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/14/20 | 2020 | Simplicity Group Holdings, Inc. | Fidelity Financial Group Inc. | TX | Independent Agency/Broker | Wholesale | P&C | Download |
| 04/13/20 | 2020 | Integrity Marketing Group LLC | Brokerage Resource, Inc. | NC | Independent Agency/Broker | Wholesale | P&C | Download |
| 04/09/20 | 2020 | DOXA Insurance Holdings LLC | Lawrence E. Smith & Associates Inc./Scholastic Insurance of Florida LLC | Independent Agency/Broker | MGA | P&C | Download | |
| 04/07/20 | 2020 | Risk Strategies Company, LLC | International Excess Program Managers Agency | OH | Independent Agency/Broker | MGA | P&C | Download |
| 04/07/20 | 2020 | Aon Corporation | Farmington Company | CT | Public Broker | Retail | EB & Consulting | Download |
| 04/06/20 | 2020 | AssuredPartners, Inc. | Early, Cassidy & Schilling, Inc. | MD | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/02/20 | 2020 | Brown & Brown, Inc. | Dealer Financial Services of NC, Inc. | NC | Public Broker | Retail | P&C | Download |
| 04/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker | Retail | P&C | |
| 04/01/20 | 2020 | Baldwin Risk Partners | Insurance Risk Partners | OK | Public Broker | Retail | P&C | Download |
| 04/01/20 | 2020 | BroadStreet Partners, Inc. | Book of Business | CA | Independent Agency/Broker | Retail | P&C | |
| 04/01/20 | 2020 | BroadStreet Partners, Inc. | Book of Business | VT | Independent Agency/Broker | Retail | P&C | |
| 04/01/20 | 2020 | BroadStreet Partners, Inc. | Certain Insurance Assets | IN | Independent Agency/Broker | Retail | P&C | |
| 04/01/20 | 2020 | HGGC | Peter C. Foy & Associates Insurance Services, LLC | CA | Other Buyer | Retail | Multi Line | |
| 04/01/20 | 2020 | Marsh & McLennan Companies, Inc. | Assurance Holdings Inc. | IL | Public Broker | Retail | Multi Line | Download |
| 04/01/20 | 2020 | World Insurance Associates, LLC | Advantage Benefit Concepts Inc. | NJ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/31/20 | 2020 | Gilbert Insurance Agency, Inc. | Aljane Insurance Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 03/31/20 | 2020 | Inszone Insurance Services, Inc. | ISU Global Business Insurance Agency | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/31/20 | 2020 | Northern Insuring Agency, Inc. | small book of business | NY | Independent Agency/Broker | Retail | P&C | |
| 03/31/20 | 2020 | Parthenon Capital Partners | Venbrook Group, LLC | CA | Other Buyer | MGA | Multi Line | |
| 03/31/20 | 2020 | USI Holdings Corporation | Chapman & Chapman, Inc. | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/26/20 | 2020 | CCG IQ | Cox and Smith Risk Management | CA | Other Buyer | MGA | P&C | Download |
| 03/24/20 | 2020 | Hilb Group LLC | Healthcare Liability Consultants Agency Inc | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/20/20 | 2020 | Alera Group, Inc. | Fall River Employee Benefits | CO | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/20/20 | 2020 | AssuredPartners, Inc. | Aniello Insurance Agency, Inc. | NV | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/19/20 | 2020 | Integrity Marketing Group LLC | Killimett Agency, LLC | GA | Independent Agency/Broker | Retail | P&C | Download |
| 03/18/20 | 2020 | Patriot Growth Insurance Services, LLC | Olson Group | NE | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/18/20 | 2020 | Alera Group, Inc. | Trilogy Group Benefits, LLC | PA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/17/20 | 2020 | Inszone Insurance Services, Inc. | Global Pro Insurance Service Corporation | CA | Independent Agency/Broker | Retail | P&C | Download |
| 03/17/20 | 2020 | Integrated Specialty Coverages, LLC | Access Partners Insurance Services LLC | CA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 03/16/20 | 2020 | Alera Group, Inc. | KAR Enterprises LLC | CO | Independent Agency/Broker | Retail | EB & Consulting | |
| 03/16/20 | 2020 | AssuredPartners, Inc. | Group Alternatives, Inc. | IL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/16/20 | 2020 | Brown & Brown, Inc. | Assets of RLA Insurance Intermediaries, LLC | MA | Public Broker | Wholesale | P&C | Download |
| 03/16/20 | 2020 | Arthur J. Gallagher & Co. | Mcconnell, Manit & Trout Insurance Services, LLC | CA | Public Broker | Retail | P&C | Download |
| 03/13/20 | 2020 | Arthur J. Gallagher & Co. | DLS Insurance Services | CA | Public Broker | Wholesale | P&C | |
| 03/13/20 | 2020 | TrueNorth Companies LLC | EGR Insurance Inc. | IA | Independent Agency/Broker | Retail | Multi Line | |
| 03/13/20 | 2020 | TrueNorth Companies LLC | Rominger Insurance Agency Inc. | IA | Independent Agency/Broker | Retail | Multi Line | |
| 03/13/20 | 2020 | TrueNorth Companies LLC | Warth Insurance Agency | IA | Independent Agency/Broker | Retail | Multi Line | |
| 03/12/20 | 2020 | AssuredPartners, Inc. | Wateridge Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/12/20 | 2020 | Independent Insurance Group, Inc. | First United bank Insurance Solutions Inc | OK | Independent Agency/Broker | Retail | Multi Line | |
| 03/12/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Maloney Associates Insurance | NH | Independent Agency/Broker | Retail | Multi Line | |
| 03/12/20 | 2020 | Brown & Brown, Inc. | Colonial Group, Inc | NC | Public Broker | MGA | P&C | Download |
| 03/10/20 | 2020 | Brown & Brown, Inc. | Assest of LP Insurance Services LLC | OH | Public Broker | Retail | P&C | Download |
| 03/10/20 | 2020 | Integrity Marketing Group LLC | LifeSmart Senior Services | IL | Independent Agency/Broker | Wholesale | P&C | Download |
| 03/10/20 | 2020 | Hub International Limited | Assets of Harris, Madden, Powell, Stallings & Brown, Inc. | TN | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/09/20 | 2020 | ABRY Partners | National Automotive Experts, LLC | OH | Other Buyer | Retail | P&C | |
| 03/09/20 | 2020 | Kaplansky Insurance Agency, Inc. | Pike Insurance Agency Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/06/20 | 2020 | Brown & Brown, Inc. | Northeast Dealer Consultants, Inc. | NY | Public Broker | Retail | P&C | Download |
| 03/05/20 | 2020 | Virtus LLC | First Line Insurance Services, Inc | CO | Independent Agency/Broker | Retail | P&C | Download |
| 03/04/20 | 2020 | Hub International Limited | Linton & Associates LLC | NM | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/04/20 | 2020 | Risk Strategies Company, LLC | Atlas Insurance Management LLC | NC | Independent Agency/Broker | MGA | P&C | Download |
| 03/03/20 | 2020 | Alliant Insurance Services | Pend Oreille Insurance Services Inc. | ID | Independent Agency/Broker | Retail | EB & Consulting | |
| 03/03/20 | 2020 | Hub International Limited | Barker-Uerlings Insurance, Inc. | OR | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/03/20 | 2020 | Integrity Marketing Group LLC | Taylor Financial and Insurance Services, Inc. | NV | Independent Agency/Broker | Retail | P&C | Download |
| 03/02/20 | 2020 | Charlesbank Capital Partners, LLC | World Insurance Associates LLC | NJ | Other Buyer | Retail | Multi Line | |
| 03/02/20 | 2020 | USI Holdings Corporation | Full Service Insurance, Inc. | TN | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/02/20 | 2020 | Arthur J. Gallagher & Co. | CMS, LLC | NY | Public Broker | Wholesale | P&C | Download |
| 03/02/20 | 2020 | Trean Corporation | LCTA Risk Services, Inc. | MN | Insurance Company | MGA | P&C | Download |
| 03/02/20 | 2020 | University Bancorp, Inc. | Arbor Insurance Agency Inc. | MI | Bank or Thrift | Retail | P&C | Download |
| 03/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance Agency | MI | Independent Agency/Broker | Retail | P&C | |
| 03/01/20 | 2020 | Alera Group, Inc. | Georgetown Insurance Service Inc. | MD | Independent Agency/Broker | Retail | Multi Line | |
| 03/01/20 | 2020 | BroadStreet Partners, Inc. | Book of Business | OK | Independent Agency/Broker | Retail | P&C | |
| 03/01/20 | 2020 | BroadStreet Partners, Inc. | Certain Insurance Assets | CA | Independent Agency/Broker | Retail | P&C | |
| 03/01/20 | 2020 | Hub International Limited | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 03/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Ascela Partners, LLC | NJ | Independent Agency/Broker | Retail | EB & Consulting | |
| 03/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Corona Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 03/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Della Porta Group, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | |
| 03/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | First Insurance Group Kentucky Inc | KY | Independent Agency/Broker | Retail | Multi Line | |
| 03/01/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Security First Associated Agency, Inc. | MI | Independent Agency/Broker | Retail | Multi Line | |
| 03/01/20 | 2020 | Hilb Group LLC | LifePlus Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/01/20 | 2020 | Hutchinson-Traylor Insurance Agency | Webber & Associates Inc. | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/01/20 | 2020 | World Insurance Associates, LLC | Mazzotta Insurance Agency | RI | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/01/20 | 2020 | World Insurance Associates, LLC | TAB Insurance Agency LLC | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/27/20 | 2020 | Hilb Group LLC | Certain assets of D. F. Dwyer & Associates LLC | RI | Independent Agency/Broker | Retail | P&C | Download |
| 02/26/20 | 2020 | BroadStreet Partners, Inc. | Iron Mountain Insurance, LLC | AL | Independent Agency/Broker | Retail | Multi Line | |
| 02/25/20 | 2020 | AssuredPartners, Inc. | Superior Benefits, Inc. | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 02/25/20 | 2020 | Patriot Growth Insurance Services, LLC | Bagatta Associates, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/24/20 | 2020 | Trucept, Inc. | UWS Insurance Services Inc. | CA | Other Buyer | Retail | Multi Line | Download |
| 02/18/20 | 2020 | USI Holdings Corporation | Forté Benefits | TX | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 02/17/20 | 2020 | Associated Insurance International Brokers Inc. | Surya Insurance Services LLC | NY | Independent Agency/Broker | Retail | P&C | Download |
| 02/13/20 | 2020 | AssuredPartners, Inc. | Nevada West Business Insurance Agency Inc. | NV | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/12/20 | 2020 | Arthur J. Gallagher & Co. | John A Corp | IL | Public Broker | Retail | EB & Consulting | Download |
| 02/12/20 | 2020 | DOXA Insurance Holdings LLC | Ultra Risk Advisors, Inc. | WA | Independent Agency/Broker | Wholesale | P&C | Download |
| 02/12/20 | 2020 | Insurance Office of America | RDA Benefit Services, LLC | NJ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 02/11/20 | 2020 | Springer-Springer Insurance | Wayne Ferguson Agency | IN | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/11/20 | 2020 | AXA S.A. | The McGowan Companies | OH | Insurance Company | MGA | P&C | Download |
| 02/11/20 | 2020 | Hilb Group LLC | Regency Insurance Group, LLC | FL | Independent Agency/Broker | Retail | P&C | Download |
| 02/10/20 | 2020 | AssuredPartners, Inc. | LMC Insurance & Risk Management, Inc. | IA | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/10/20 | 2020 | USI Holdings Corporation | Orgill Singer & Associates, Inc | NV | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/06/20 | 2020 | Hub International Limited | TRA Insurance Service, Inc | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/05/20 | 2020 | Hub International Limited | Kokkoris Corp. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 02/04/20 | 2020 | A. David Risman Insurance Agency, Inc. | T. F. Ward Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 02/04/20 | 2020 | Andrew Agency, Inc. | A&R Associates, Ltd. | VA | Independent Agency/Broker | Retail | P&C | Download |
| 02/04/20 | 2020 | Insgroup, Inc. | substantially all of the assets of Harris F Underwood III Inc. | TX | Independent Agency/Broker | Retail | P&C | Download |
| 02/03/20 | 2020 | M3 Insurance | Rudnik Surety, Inc. | MI | Independent Agency/Broker | Retail | P&C | Download |
| 02/01/20 | 2020 | Acrisure, LLC | Alternative Risk Solutions, LLC | CA | Independent Agency/Broker | Wholesale | P&C | |
| 02/01/20 | 2020 | Acrisure, LLC | Founders Professional, LLC | FL | Independent Agency/Broker | Wholesale | P&C | |
| 02/01/20 | 2020 | Acrisure, LLC | Mature Health Services, Inc. / H&S Insurance Services, Inc. | IL | Independent Agency/Broker | Retail | EB & Consulting | |
| 02/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | PA | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | TX | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | IL | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance Agency | NJ | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance Agency | FL | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | BroadStreet Partners, Inc. | Book of Business | NE | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | AL | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | BroadStreet Partners, Inc. | Certain Insurance Assets | FL | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | Hutchinson-Traylor Insurance Agency | Insurance Group of the Southeast LLC | GA | Independent Agency/Broker | Retail | P&C | |
| 02/01/20 | 2020 | World Insurance Associates, LLC | Virginia Insurance Partners | VA | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/01/20 | 2020 | Baldwin Risk Partners | substantially all assets of AgencyRM, LLC | TX | Public Broker | Retail | EB & Consulting | Download |
| 02/01/20 | 2020 | Baldwin Risk Partners | substantially all assets of VibrantUSA Inc. | TX | Public Broker | Retail | EB & Consulting | Download |
| 02/01/20 | 2020 | CBIZ, Inc. | Alliance Insurance Services, Inc. | DC | Public Broker | Retail | P&C | Download |
| 02/01/20 | 2020 | World Insurance Associates, LLC | Lewis-Chester Associates, Inc. | NJ | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/31/20 | 2020 | Marsh & McLennan Companies, Inc. | Momentous Insurance Brokerage, Inc. | CA | Public Broker | Retail | EB & Consulting | Download |
| 01/30/20 | 2020 | FBinsure, LLC | Nimiroski Insurance Agency, Inc. | MA | Bank or Thrift | Retail | Multi Line | Download |
| 01/28/20 | 2020 | Patriot Growth Insurance Services, LLC | Newbridge Coverage Corporation | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/28/20 | 2020 | Arthur J. Gallagher & Co. | Hanover Excess and Surplus, Inc. | NC | Public Broker | MGA | P&C | Download |
| 01/28/20 | 2020 | Hilb Group LLC | Group Brokerage Insurance Agency, LLC | MA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/28/20 | 2020 | Inszone Insurance Services, Inc. | Access Avenue Insurance, inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/27/20 | 2020 | DigitalBGA | FEGLI Exchange Program | CA | Other Buyer | Retail | EB & Consulting | |
| 01/23/20 | 2020 | AssuredPartners, Inc. | Lundstrom Insurance Agency, Inc. | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/22/20 | 2020 | Hilb Group LLC | Martens-Johnson Insurance Agency Inc. | MD | Independent Agency/Broker | Retail | P&C | Download |
| 01/22/20 | 2020 | Higginbotham & Associates, Inc. | Galiot Insurance Services, Inc | TX | Independent Agency/Broker | Retail | P&C | Download |
| 01/22/20 | 2020 | Inszone Insurance Services, Inc. | Brumfield & Peters Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/21/20 | 2020 | Hilb Group LLC | BR Vital Brokerage Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 01/21/20 | 2020 | Patriot Growth Insurance Services, LLC | Solomon & Solomon | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/21/20 | 2020 | AssuredPartners, Inc. | Corkill Insurance Agency, Inc. | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/21/20 | 2020 | NFP Corp. | Koty-Leavitt Insurance Agency, Inc. | UT | Independent Agency/Broker | Retail | P&C | Download |
| 01/17/20 | 2020 | Brown & Brown, Inc. | All Risk General Ageny, Inc. | TX | Public Broker | MGA | P&C | Download |
| 01/16/20 | 2020 | Marsh & McLennan Companies, Inc. | Ironwood Insurance Services, LLC | GA | Public Broker | Retail | Multi Line | Download |
| 01/15/20 | 2020 | A. David Risman Insurance Agency, Inc. | Phil Richard Insurance Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 01/15/20 | 2020 | Dacotah Banks, Inc. | Assets of the Stohr Insurance Agency | SD | Bank or Thrift | Retail | P&C | |
| 01/14/20 | 2020 | Risk Strategies Company, LLC | Academic Healthplans Inc. | TX | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/14/20 | 2020 | Risk Strategies Company, LLC | Vista Underwriting Partners, LLC | PA | Independent Agency/Broker | MGA | P&C | Download |
| 01/13/20 | 2020 | Digital Insurance, Inc. | Kistler Tiffany Benefits Co. | PA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/10/20 | 2020 | Valenti Trobec Chandler, Inc. | Gates Insurance Agency LLC | MI | Independent Agency/Broker | Retail | P&C | |
| 01/10/20 | 2020 | AssuredPartners, Inc. | The Jordan Insurance Group, LLC | MD | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/09/20 | 2020 | Acrisure, LLC | Newkirk, Dennis & Buckles, Inc. | KS | Independent Agency/Broker | Retail | P&C | |
| 01/09/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Kern Insurance Associates Inc. / Eagle West Premier Insurance | CA | Independent Agency/Broker | Retail | P&C | |
| 01/09/20 | 2020 | Risk Strategies Company, LLC | Unirisc, Inc. | VA | Independent Agency/Broker | Retail | P&C | Download |
| 01/09/20 | 2020 | AmeriLife Group, L.L.C. | Stephens-Matthews Marketing, Inc. | OH | Independent Agency/Broker | Retail | P&C | Download |
| 01/09/20 | 2020 | Charter Oak Financial, Inc. | MassMutual Greater Long Island / MassMutual Greater Hudson | NY | Other Buyer | Retail | Multi Line | Download |