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 |
|---|---|---|---|---|---|---|---|---|
| 07/30/20 | 2020 | The Yuronci Agency | George I. LaRose Insurance, Ltd. | PA | Independent Agency/Broker | Retail | P&C | |
| 07/29/20 | 2020 | Alliant Insurance Services | Senior Market Sales Inc. | NE | Independent Agency/Broker | Wholesale | P&C | |
| 07/29/20 | 2020 | Integrity Marketing Group LLC | Heartland Retirement Group | IA | Independent Agency/Broker | Wholesale | P&C | Download |
| 07/28/20 | 2020 | Higginbotham & Associates, Inc. | Pat Campbell Insurance, LLC | NM | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/27/20 | 2020 | USI Holdings Corporation | Carl Puma Agency | NY | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/22/20 | 2020 | Peter C. Foy & Associates Insurance Services, LLC | Horizon Insurance | FL | Independent Agency/Broker | Retail | Multi Line | |
| 07/22/20 | 2020 | Roby Foster Miller Earick Insurance | Botkin Insurance Services | OH | Independent Agency/Broker | Retail | P&C | Download |
| 07/21/20 | 2020 | Higginbotham & Associates, Inc. | Borden Insurance | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/21/20 | 2020 | Kernan Insurance Agency, Inc. | SMB Insurance LLC | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/21/20 | 2020 | Relation Insurance, Inc. | Theodore & Associates | SC | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/20/20 | 2020 | Duffy Insurance Agency, Inc. | N. Pingree Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/20/20 | 2020 | Global Risk Solutions, Inc. | William Kramer & Associates, LLC | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/20/20 | 2020 | Webb Insurance Group Inc. | Carney Insurance Agency | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/20/20 | 2020 | Digital Insurance, Inc. | RobinsonBush, Inc. | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/17/20 | 2020 | Trean Corporation | 7710 Service Co. | IL | Insurance Company | Wholesale | EB & Consulting | |
| 07/16/20 | 2020 | Baldwin Risk Partners | Fletcher Financial Group, Inc. | WA | Public Broker | Wholesale | P&C | Download |
| 07/16/20 | 2020 | Constellation Affiliated Partners | Allstar Financial Group | GA | Independent Agency/Broker | Wholesale | P&C | |
| 07/16/20 | 2020 | Baldwin Risk Partners | Medicare Insurance Advisors, Inc. | TN | Public Broker | Wholesale | P&C | Download |
| 07/15/20 | 2020 | Arthur J. Gallagher & Co. | Boldt Risk Management Solutions, Inc. | CA | Public Broker | Retail | Multi Line | Download |
| 07/15/20 | 2020 | leavitt Group Enterprises, Inc. | Goetz Insurors, Inc. | CO | Independent Agency/Broker | MGA | P&C | Download |
| 07/14/20 | 2020 | Digital Insurance, Inc. | Service Planning Corporation | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/14/20 | 2020 | Integrity Marketing Group LLC | Family First Life West Coast | CA | Independent Agency/Broker | Wholesale | P&C | Download |
| 07/14/20 | 2020 | Keystone Agency Investors LLC | Duncan Financial Group, LLC | PA | Independent Agency/Broker | Retail | Multi Line | |
| 07/14/20 | 2020 | Keystone Agency Investors LLC | L. Calvin Jones & Company | OH | Independent Agency/Broker | Retail | P&C | |
| 07/14/20 | 2020 | Starkweather & Shepley Insurance Brokerage, Inc. | Newport Insurance Agency Inc. | RI | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/14/20 | 2020 | TrueNorth Companies LLC | Core-Vens Insurance | IA | Independent Agency/Broker | Retail | P&C | |
| 07/14/20 | 2020 | TrueNorth Companies LLC | Simpson & Associates, Inc. | IA | Independent Agency/Broker | Retail | Multi Line | |
| 07/13/20 | 2020 | Madison Dearborn Partners, LLC | Benefytt Technologies, Inc. | FL | Other Buyer | Retail | EB & Consulting | Download |
| 07/10/20 | 2020 | Armfield, Harrison & Thomas, Inc. | Mason & Mason Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | Download |
| 07/09/20 | 2020 | AssuredPartners, Inc. | ENV Property & Casualty, LLC | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/09/20 | 2020 | Vantage Insurance Partners, Inc. | Pinnacle Insurance Solutions LLC | NJ | Independent Agency/Broker | Retail | Multi Line | |
| 07/09/20 | 2020 | Brown & Brown, Inc. | First Resource, Inc. | TX | Public Broker | Retail | P&C | Download |
| 07/08/20 | 2020 | Hub International Limited | Assets of Beacon Hill Associates including PartnerOne Environmental | VA | Independent Agency/Broker | MGA | P&C | Download |
| 07/08/20 | 2020 | MarineMax, Inc. | Private Insurance Services, LLC | FL | Other Buyer | MGA | P&C | Download |
| 07/07/20 | 2020 | Hub International Limited | Avant, LLC | TN | Independent Agency/Broker | MGA | P&C | |
| 07/07/20 | 2020 | Patriot Growth Insurance Services, LLC | Arison Insurance Services of Florida, LLC | FL | Independent Agency/Broker | Retail | P&C | Download |
| 07/07/20 | 2020 | TrueNorth Companies LLC | Employee benefit practice of Hylant Group Inc. | TN | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/06/20 | 2020 | Hub International Limited | GBC Benefits, Ltd. | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/01/20 | 2020 | Acrisure, LLC | Undisclosed insurance agency | MD | Independent Agency/Broker | Retail | P&C | |
| 07/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | TX | Independent Agency/Broker | Retail | P&C | |
| 07/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | MO | Independent Agency/Broker | Retail | P&C | |
| 07/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | AL | Independent Agency/Broker | Retail | P&C | |
| 07/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | FL | Independent Agency/Broker | Retail | P&C | |
| 07/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | SD | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/01/20 | 2020 | BroadStreet Partners, Inc. | Independent Agency | CA | Independent Agency/Broker | Retail | P&C | |
| 07/01/20 | 2020 | BroadStreet Partners, Inc. | Undisclosed insurance agency | NV | Independent Agency/Broker | Retail | P&C | |
| 07/01/20 | 2020 | BroadStreet Partners, Inc. | Undisclosed insurance agency | MN | Independent Agency/Broker | Retail | P&C | |
| 07/01/20 | 2020 | Foundation Benefits, Inc. | Megro Benefits Company | PA | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/01/20 | 2020 | Hilb Group LLC | CIA Financial Group, Inc. | MI | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/01/20 | 2020 | Hilb Group LLC | Eldredge & Lumpkin Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | Download |
| 07/01/20 | 2020 | IMA Financial Group, Inc. | Hofgard & Co. Inc. | CO | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/01/20 | 2020 | INSURICA Insurance Management Network | Meyers-McComis Inc | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/01/20 | 2020 | Johnson & Johnson, Inc. | National Program Management | GA | Independent Agency/Broker | Wholesale | P&C | |
| 07/01/20 | 2020 | Lamb Insurance Services | Prestige Insurance Agency, Inc. | NC | Independent Agency/Broker | Retail | P&C | |
| 07/01/20 | 2020 | LP Insurance Services, Inc. | Meridian Insurance Services | NV | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/01/20 | 2020 | NFP Corp. | EFG&M Management LLC | TX | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/01/20 | 2020 | NFP Corp. | Reilly Benefits, Inc. | MD | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/01/20 | 2020 | Propel Insurance, Inc. | TIS Insurance Services, Inc. | TN | Independent Agency/Broker | Retail | Multi Line | |
| 07/01/20 | 2020 | World Insurance Associates, LLC | Lindberg & Associates Insurance LLC | VA | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/01/20 | 2020 | World Insurance Associates, LLC | M.A. Bloom & Associates, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 07/01/20 | 2020 | CBIZ, Inc. | Prince-Wood Insurance L.L.C. | VA | Public Broker | Retail | P&C | Download |
| 07/01/20 | 2020 | Simplicity Group Holdings, Inc. | Annuity Source, Inc. | WA | Independent Agency/Broker | Wholesale | P&C | Download |
| 07/01/20 | 2020 | World Insurance Associates, LLC | JF Murray Company, Inc | NJ | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/01/20 | 2020 | World Insurance Associates, LLC | Loveman, Kornreich & Steers, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/01/20 | 2020 | World Insurance Associates, LLC | Professional Insurance Consulting, Inc. | SC | Independent Agency/Broker | Retail | P&C | Download |
| 06/30/20 | 2020 | BBH Capital Partners | Sunstar Insurance Group, LLC | TN | Other Buyer | Retail | Multi Line | |
| 06/30/20 | 2020 | Integrity Marketing Group LLC | National Agents Alliance | NC | Independent Agency/Broker | Wholesale | P&C | Download |
| 06/30/20 | 2020 | USI Holdings Corporation | Associated Benefits & Risk Consulting (ABRC) | MN | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/26/20 | 2020 | AssuredPartners, Inc. | WTPhelan & Co. Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/24/20 | 2020 | Forstrom Bancorportation | Goeman Insurance Agency LLC | MN | Bank or Thrift | Retail | Multi Line | Download |
| 06/24/20 | 2020 | Ryan Specialty Group, LLC | All Risks | FL | Independent Agency/Broker | Wholesale | Multi Line | Download |
| 06/24/20 | 2020 | Arthur J. Gallagher & Co. | Cunnington And Associates Inc. | ID | Public Broker | Retail | P&C | Download |
| 06/23/20 | 2020 | Arthur J. Gallagher & Co. | Barrett, Liner & Buss, LLC | FL | Public Broker | Retail | EB & Consulting | Download |
| 06/22/20 | 2020 | Plexus Groupe LLC | Artisan Insurance Group, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 06/22/20 | 2020 | Plexus Groupe LLC | Community Insurance Group, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 06/19/20 | 2020 | AssuredPartners, Inc. | Rand-Tec Insurance Agency, Inc. | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/19/20 | 2020 | EPIC (Edgewood Partners Insurance Center) | JenCap Holdings LLC | NY | Independent Agency/Broker | MGA | P&C | Download |
| 06/19/20 | 2020 | JenCap Holdings | Quaker Agency, Inc. | NJ | Independent Agency/Broker | MGA | P&C | Download |
| 06/18/20 | 2020 | Integrity Marketing Group LLC | McNerney Management Group, Inc. | MO | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/16/20 | 2020 | Relation Insurance, Inc. | Summers Thompson Lowry, Inc. | NC | Independent Agency/Broker | Retail | P&C | Download |
| 06/14/20 | 2020 | Insurance Associates of the Triad, Inc. | Martinez & Associates, Inc. | NC | Independent Agency/Broker | Retail | Multi Line | |
| 06/09/20 | 2020 | Heffernan Insurance Brokers | Really Great Employee Benefits (RGEB) | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/08/20 | 2020 | Foundation Risk Partners, Corp. | Fairview Insurance Agency Associates, Inc. | NJ | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/08/20 | 2020 | Arthur J. Gallagher & Co. | CRES Insurance Services, LLC | NV | Public Broker | Retail | P&C | Download |
| 06/08/20 | 2020 | AssuredPartners, Inc. | Williams & Williams, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/08/20 | 2020 | Hub International Limited | Clements Agency LLC | AZ | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/05/20 | 2020 | Marsh & McLennan Companies, Inc. | Nico Insurance Services, Inc. | CA | Public Broker | Retail | EB & Consulting | |
| 06/05/20 | 2020 | Worldwide Facilities, Inc. | Strategic Underwriting Solutions, LLC | WI | Independent Agency/Broker | MGA | P&C | Download |
| 06/05/20 | 2020 | Worldwide Facilities, Inc. | Royal Oak Underwriters, Inc. | VA | Independent Agency/Broker | Wholesale | P&C | Download |
| 06/03/20 | 2020 | Digital Insurance, Inc. | California Creative Benfits | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/03/20 | 2020 | Higginbotham & Associates, Inc. | Ascend Insurance Brokerage | TX | Independent Agency/Broker | Retail | P&C | Download |
| 06/02/20 | 2020 | Applied Underwriters, Inc. | Blue Ridge Specialty LLC | SC | Insurance Company | MGA | P&C | Download |
| 06/02/20 | 2020 | Sunstar Insurance Group, LLC | Farris Insurance Agency, Inc. | AR | Independent Agency/Broker | Retail | P&C | |
| 06/01/20 | 2020 | Acrisure, LLC | Hastava Insurance Agency | NY | Independent Agency/Broker | Retail | P&C | |
| 06/01/20 | 2020 | Acrisure, LLC | Robert Moreno Insurance Services | CA | Independent Agency/Broker | Retail | Multi Line | |
| 06/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | NY | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | PA | Independent Agency/Broker | Retail | P&C | |
| 06/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | NY | Independent Agency/Broker | Retail | P&C | |
| 06/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | VT | Independent Agency/Broker | Retail | P&C | |
| 06/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | IN | Independent Agency/Broker | Retail | P&C | |
| 06/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance agency | KY | Independent Agency/Broker | Retail | P&C | |
| 06/01/20 | 2020 | Acrisure, LLC | Undisclosed Insurance Agency | MI | Independent Agency/Broker | Retail | P&C | |
| 06/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | NC | Independent Agency/Broker | Retail | P&C | |
| 06/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | CO | Independent Agency/Broker | Retail | P&C | |
| 06/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | MI | Independent Agency/Broker | Retail | P&C | |
| 06/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | ND | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/01/20 | 2020 | BroadStreet Partners, Inc. | Certain insurance assets | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/01/20 | 2020 | BroadStreet Partners, Inc. | Certain Insurance Assets | MN | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/01/20 | 2020 | Hilb Group LLC | Fort Myers Insurance Agency, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/20 | 2020 | Insurance Capital Group, LLC | Duncan Financial Group, LLC | PA | Other Buyer | Retail | Multi Line | |
| 06/01/20 | 2020 | Patriot Growth Insurance Services, LLC | Benco Insurance Planners, Inc. | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/01/20 | 2020 | Patriot Growth Insurance Services, LLC | Ference Insurance Agency, Inc. | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 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 |