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 Service171
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

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Announced Date Deal Year Buyer Seller Seller Location Buyer Type Seller Type Seller Line of Business Press Release
01/08/20 2020 Hub International Limited Briargate Insurance Services Inc. IL Independent Agency/Broker Retail Multi Line Download
01/08/20 2020 Craven House Capital Plc IIU, Inc. VA Other Buyer Retail P&C Download
01/07/20 2020 Acrisure, LLC Risk & Insurance Consulting Services, LLC GA Independent Agency/Broker Retail Multi Line
01/07/20 2020 Investor Group AmeriLife Group, LLC FL Other Buyer Retail EB & Consulting Download
01/07/20 2020 Massachusetts Mutual Life Insurance Company MassMutual Southeast Coast/MassMutual South Florida FL Insurance Company MGA EB & Consulting
01/07/20 2020 Relation Insurance, Inc. Taylor & Associates Benefits Services LLC CA Independent Agency/Broker Retail EB & Consulting Download
01/07/20 2020 Westpoint Financial Group, Inc. Hoopis Group, LLC/MassMutual Illinois/MassMutual Chicago IL Independent Agency/Broker Retail Multi Line Download
01/06/20 2020 Hub International Limited Cranbrook Bloomfield Insurance Agency LLC MI Independent Agency/Broker Retail Multi Line Download
01/05/20 2020 Stahl & Associates Insurance, Inc. Connolly Insurance Agency, Inc. MA Independent Agency/Broker Retail Multi Line
01/02/20 2020 Peel & Holland Financial Group Riddle Insurance, LLC KY Independent Agency/Broker Retail Multi Line
01/02/20 2020 Arthur J. Gallagher & Co. Walsdorf Agency, Inc. NY Public Broker Retail P&C Download
01/02/20 2020 Evans Bancorp, Inc. Benefit Brokers of WNY, LLC NY Bank or Thrift Retail EB & Consulting Download
01/01/20 2020 Acrisure, LLC Undisclosed Insurance Agency MA Independent Agency/Broker Retail P&C
01/01/20 2020 Acrisure, LLC Undisclosed Insurance Agency KS Independent Agency/Broker Retail P&C
01/01/20 2020 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker Retail P&C
01/01/20 2020 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker Retail P&C
01/01/20 2020 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker Retail P&C
01/01/20 2020 Alera Group, Inc. Sylvia & Company Insurance Agency, Inc. MA Independent Agency/Broker Retail Multi Line
01/01/20 2020 Alera Group, Inc. Undisclosed Insurance Agency WA Independent Agency/Broker Retail EB & Consulting
01/01/20 2020 Bankers Insurance, LLC Lee-Curtis Insurance Service, Inc. VA Independent Agency/Broker Retail Multi Line
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets FL Independent Agency/Broker Retail EB & Consulting
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets CO Independent Agency/Broker Retail P&C
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets OH Independent Agency/Broker Retail P&C
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets WV Independent Agency/Broker Retail P&C
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets OH Independent Agency/Broker Retail P&C
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets TN Independent Agency/Broker Retail P&C
01/01/20 2020 BroadStreet Partners, Inc. Certain insurance assets MI Independent Agency/Broker Retail P&C
01/01/20 2020 BroadStreet Partners, Inc. Undisclosed insurance agency WA Independent Agency/Broker Retail EB & Consulting
01/01/20 2020 BroadStreet Partners, Inc. Undisclosed insurance agency WV Independent Agency/Broker Retail Multi Line
01/01/20 2020 BroadStreet Partners, Inc. Undisclosed insurance agency MI Independent Agency/Broker Retail Multi Line
01/01/20 2020 BroadStreet Partners, Inc. Undisclosed insurance agency IL Independent Agency/Broker Retail P&C
01/01/20 2020 Independence Holding Company Abacus Group, LLC TN Insurance Company MGA P&C Download
01/01/20 2020 M3 Insurance Hierl Insurance WI Independent Agency/Broker Retail Multi Line Download
01/01/20 2020 Medical Mutual of Ohio Bravo Wellness, LLC OH Insurance Company Retail EB & Consulting Download
01/01/20 2020 Patriot Growth Insurance Services, LLC PDCM Insurance Inc. IA Independent Agency/Broker Retail Multi Line
01/01/20 2020 Peoples Bancorp, Inc. Undisclosed insurance agency Bank or Thrift Retail P&C
01/01/20 2020 Rogers & Gray Insurance Agency, Incorporated GH Dunn Insurance Agency Inc. MA Independent Agency/Broker Retail Multi Line
01/01/20 2020 Worldwide Facilities, Inc. Keating Boston Operation CA Independent Agency/Broker Wholesale P&C
01/01/20 2020 Alera Group, Inc. AMCORP, Inc. TX Independent Agency/Broker Retail EB & Consulting Download
01/01/20 2020 IMA Financial Group, Inc. Colorado Insurance Advisors, LLC CO Independent Agency/Broker Retail Multi Line Download
12/31/19 2019 Hilb Group LLC Undisclosed insurance agency MA Independent Agency/Broker- Private Capital Backed Retail P&C
12/31/19 2019 Hub International Limited Cranbrook Bloomfield Insurance Agency MI Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/31/19 2019 Risk Strategies Company, LLC Transport Risk Management CO Independent Agency/Broker- Private Capital Backed Retail P&C
12/31/19 2019 Risk Strategies Company, LLC Undisclosed Insurance Agency VA Independent Agency/Broker- Private Capital Backed Retail P&C
12/27/19 2019 BNG Holdings Inc. OnPoint Insurance Services, LLC ND Other Buyer Retail P&C
12/23/19 2019 AssuredPartners, Inc. First Service Insurance Agents & Brokers, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
12/18/19 2019 High Street Insurance Partners, LLC InPro Insurance Group, Inc. MI Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/17/19 2019 Baldwin Risk Partners All assets of Lanier Upshaw Inc. FL Public Broker Retail Multi Line
12/17/19 2019 Baldwin Risk Partners Highland Risk Services LLC IL Public Broker MGA P&C
12/17/19 2019 Brown & Brown, Inc. All of the assets of Insurance Management Group Inc. SC Public Broker Retail Multi Line
12/17/19 2019 Hilb Group LLC Kerr-Boswell, Inc. VA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/17/19 2019 Inszone Insurance Services, Inc. James Swiniuch Agency, Inc. AZ Independent Agency/Broker Retail P&C
12/12/19 2019 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker- Private Capital Backed Retail P&C
12/11/19 2019 NFP Corp. Progressive Benefits Agency, Inc. OH Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
12/10/19 2019 Hub International Limited Book of business Independent Agency/Broker- Private Capital Backed Retail P&C
12/10/19 2019 Risk Strategies Company, LLC Gowrie Barden & Brett Inc./Maritime Program Group Inc. CT Independent Agency/Broker- Private Capital Backed MGA P&C
12/05/19 2019 Hub International Limited Blair Jarcik Insurance Agency Inc CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/05/19 2019 MetLife, Inc. PetFirst Healthcare, LLC. IN Insurance Company MGA P&C
12/04/19 2019 Hub International Limited SilverStone Group, Inc. NE Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/04/19 2019 iA Financial Corporation IAS Parent Holdings Inc. TX Insurance Company Wholesale P&C
12/04/19 2019 Worldwide Facilities, Inc. Risk Management Advisory Group FL Independent Agency/Broker- Private Capital Backed Wholesale P&C
12/03/19 2019 Alliant Insurance Services Buck & Affiliates Insurance, Inc. WA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/03/19 2019 Arthur J. Gallagher & Co. Pacific Northwest Marine book of business Public Broker Retail Multi Line
12/03/19 2019 Hub International Limited Hamman, Miller Beauchamp, Deeble, Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/02/19 2019 Acrisure, LLC Cornerstone Insurance Agency NY Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/01/19 2019 Acrisure, LLC Undisclosed insurance agency WA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/19 2019 Acrisure, LLC Undisclosed insurance agency NY Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/19 2019 Acrisure, LLC Undisclosed Insurance agency PA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/19 2019 Alera Group, Inc. West Texas Insurance Exchange Inc TX Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/01/19 2019 Heffernan Insurance Brokers Henderson Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/19 2019 Hilb Group LLC Wickford Insurance Agency, Inc. RI Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/01/19 2019 NFP Corp. LFG Inc. PA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/01/19 2019 Risk Strategies Company, LLC Weaver Bros. Insurance Associates, Inc. MD Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/01/19 2019 S&R Insurance LLC Three insurance agencies MO Independent Agency/Broker Retail Multi Line
12/01/19 2019 World Insurance Associates, LLC Dunhour Agency, Inc. NJ Independent Agency/Broker Retail Multi Line
11/26/19 2019 Patriot Growth Insurance Services, LLC Shapiro Insurance Group, Inc. FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/25/19 2019 AssuredPartners, Inc. Surety Insurance Solutions, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
11/23/19 2019 Northwest Bank Sundahl & Co., Inc. PA Bank or Thrift Retail Multi Line
11/22/19 2019 AssuredPartners, Inc. Mack, Mack & Waltz Insurance Group, Inc. FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/22/19 2019 AssuredPartners, Inc. Star & Shield Insurance Services LLC FL Independent Agency/Broker- Private Capital Backed Retail P&C
11/21/19 2019 Digital Insurance, Inc. Ohio Benefits and Insurance Group OH Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/21/19 2019 MRI Software LLC Multifamily Insurance Partners, LLC OH Other Buyer Retail P&C
11/20/19 2019 AmWINS Group Book of business Independent Agency/Broker- Private Capital Backed Retail P&C
11/20/19 2019 Aon Corporation CoverWallet, Inc. NY Public Broker Retail Multi Line
11/20/19 2019 Hub International Limited JW Retirement Group NY Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/20/19 2019 Integrity Marketing Group LLC Senior Solutions NE Independent Agency/Broker- Private Capital Backed Retail P&C
11/19/19 2019 Hilb Group LLC Employee Benefit Advisors Of The Carolinas, LLC NC Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/19/19 2019 Risk Strategies Company, LLC Thomas Mcgee L.C. MO Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/18/19 2019 Johnson Financial Group, Inc. Financial Life Cycles Inc. WI Bank or Thrift Retail Multi Line
11/15/19 2019 USI Holdings Corporation Marcotte Insurance Agency, Inc. NE Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/14/19 2019 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
11/14/19 2019 Cross Insurance Fair & Yeager Insurance Agency, Inc. MA Independent Agency/Broker Retail Multi Line
11/13/19 2019 First Mid Bancshares, Inc. Gentry-Couch, Inc. IL Bank or Thrift Retail Multi Line
11/12/19 2019 Alera Group, Inc. Capital Region Benefits PA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/12/19 2019 Inszone Insurance Services, Inc. Jones-Wilson Insurance & Investments, Inc. AZ Independent Agency/Broker Retail Multi Line
11/12/19 2019 PointeNorth Insurance Group, LLC Berger & O'Neal Insurance/Holmes-Shaw GA Independent Agency/Broker Retail Multi Line
11/12/19 2019 Risk Strategies Company, LLC Zito Insurance Agency, Inc. OH Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/11/19 2019 USI Holdings Corporation Alfred J. Davis Company Inc. OR Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/08/19 2019 Acrisure, LLC Undisclosed Insurance Agency VT Independent Agency/Broker- Private Capital Backed Retail P&C
11/08/19 2019 McDermott-Costa Co. Inc. A.B. Stevenson Co. Insurance Brokerage CA Independent Agency/Broker Retail Multi Line
11/07/19 2019 Integrity Marketing Group LLC North American Senior Benefits, LLC GA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/06/19 2019 Alera Group, Inc. HR inTune PA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/06/19 2019 Arthur J. Gallagher & Co. The EHE Group, LLC dba BonusDrive TX Public Broker Retail EB & Consulting
11/06/19 2019 Hub International Limited Marine book of business MA Independent Agency/Broker- Private Capital Backed Retail P&C
11/05/19 2019 Hub International Limited Newsura Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
11/05/19 2019 Relation Insurance, Inc. S.T. Good Insurance, Inc. DE Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/04/19 2019 Hub International Limited Stevens-Dell & Associates Insurance, Inc. AR Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/01/19 2019 Acrisure, LLC Exceptional Risk Advisors, LLC NJ Independent Agency/Broker- Private Capital Backed MGA P&C
11/01/19 2019 Acrisure, LLC Folan Agency Ltd. NY Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Acrisure, LLC Undisclosed insurance agency CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/01/19 2019 Acrisure, LLC Undisclosed insurance agency NY Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Acrisure, LLC Undisclosed insurance agency MI Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Acrisure, LLC Undisclosed insurance agency TN Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Alera Group, Inc. Healthcare Liability Insurance Book Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Alera Group, Inc. Undisclosed Third Party Administrator CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/01/19 2019 BroadStreet Partners, Inc. Book of business MN Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/01/19 2019 BroadStreet Partners, Inc. Certain insurance assets NC Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 BroadStreet Partners, Inc. Certain insurance assets MN Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 BroadStreet Partners, Inc. Certain insurance assets AR Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 BroadStreet Partners, Inc. Certain insurance assets GA Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 BroadStreet Partners, Inc. Certain insurance assets NC Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 BroadStreet Partners, Inc. Independent Agency in Texas TX Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Element Risk Management Barnes & Phillips Insurance & Financial Services /Crawford Insurance Company/Brenner Insurance GA Independent Agency/Broker Retail Multi Line
11/01/19 2019 Hilb Group LLC Gould & Naimoli Partners LLC MA Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Hilb Group LLC Ivy West Insurance Agency Inc. MA Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/19 2019 Patriot Growth Insurance Services, LLC Landmark Insurance Associates, Inc GA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/01/19 2019 Spire Risk Management, LLC EBS Employee Benefit Services, Inc TX Independent Agency/Broker Retail EB & Consulting
11/01/19 2019 World Insurance Associates, LLC J & S Risk Planning Group, LLC NY Independent Agency/Broker Retail Multi Line
11/01/19 2019 World Insurance Associates, LLC McMillan Insurance Group TX Independent Agency/Broker Retail P&C
11/01/19 2019 World Insurance Associates, LLC Undisclosed insurance broker NY Independent Agency/Broker Retail P&C
10/31/19 2019 AccuRisk Solutions LLC M-D Underwriting Services, Inc. TN Independent Agency/Broker MGA P&C
10/31/19 2019 Marsh & McLennan Companies, Inc. Benefits Reports Insurance Services, Inc MA Public Broker Retail EB & Consulting
10/31/19 2019 Seeman Holtz Property and Casualty, Inc. Tailored Solutions KB Development, Inc. GA Independent Agency/Broker- Private Capital Backed Wholesale EB & Consulting
10/30/19 2019 Integrity Marketing Group LLC Great American Legacy, Inc. IA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
10/30/19 2019 The Carlyle Group The Hilb Group, LLC VA Other Buyer Retail Multi Line
10/29/19 2019 Risk Strategies Company, LLC Dash & Love, Inc. PA Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/25/19 2019 Seeman Holtz Property and Casualty, Inc. GIA Insurance Agency, LLC NJ Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/23/19 2019 Arch Capital Group Ltd. Bonding & Insurance Specialists Agency, Inc IL Insurance Company MGA P&C
10/23/19 2019 Digital Insurance, Inc. HealthPointe Insurance Services LLC AR Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
10/23/19 2019 SSL Endeavour Limited WorldLink Holdings, LLC TX Independent Agency/Broker MGA P&C
10/22/19 2019 Integrity Marketing Group LLC Your Insurance Group, LLC FL Independent Agency/Broker- Private Capital Backed Retail P&C
10/21/19 2019 USI Holdings Corporation Scheetz & Hogan Insurance Agency, Inc. SC Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/18/19 2019 Brown & Brown, Inc. Roper Insurance & Financial Services, Inc. CO Public Broker Retail EB & Consulting
10/17/19 2019 Davies Group Limited Alternative Service Concepts, LLC TN Other Buyer Retail Multi Line
10/15/19 2019 EPIC (Edgewood Partners Insurance Center) Prime Risk Partners, Inc. GA Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/15/19 2019 Integrity Marketing Group LLC Family First Life, LLC CT Independent Agency/Broker- Private Capital Backed Retail P&C
10/15/19 2019 Parker, Smith & Feek, Inc. Undisclosed insurance agency Independent Agency/Broker Retail P&C
10/14/19 2019 Brown & Brown, Inc. VerHagen, Glendenning & Walker LLP TX Public Broker Retail P&C
10/11/19 2019 Brown & Brown, Inc. Poole Professional Companies NY Public Broker MGA P&C
10/11/19 2019 Cornell Capital, LLC Spectrum Automotive Holdings Corp. NJ Other Buyer Retail P&C
10/11/19 2019 Cross Insurance SSLP INC. CT Independent Agency/Broker Retail Multi Line
10/10/19 2019 Arthur J. Gallagher & Co. The Doyle Group, Inc. dba Direct To PolicyHolder FL Public Broker MGA P&C
10/10/19 2019 Higginbotham & Associates, Inc. Diversified Insurance Management, Inc. TX Independent Agency/Broker- Private Capital Backed Retail P&C
10/09/19 2019 Arthur J. Gallagher & Co. Garrett-Stotz Company KY Public Broker Retail Multi Line
10/08/19 2019 AssuredPartners, Inc. Ventura Pacific Insurance Services CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/08/19 2019 Entertainment Benefits Group, LLC Beneplace, LLC TX Independent Agency/Broker Wholesale Multi Line
10/07/19 2019 Hub International Limited LBA Insurance Services Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/07/19 2019 Salus Workers' Compensation, LLC Method, LLC NE Independent Agency/Broker MGA P&C
10/04/19 2019 AssuredPartners, Inc. Healthcare Consultants, Inc. TX Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
10/03/19 2019 AssuredPartners, Inc. Powderhorn Agency, Inc. CT Independent Agency/Broker- Private Capital Backed MGA P&C
10/03/19 2019 Connex Credit Union, Inc. Gloron Insurance Group, LLC NY Other Buyer Retail Multi Line
10/03/19 2019 Hub International Limited Doug Johnson Insurance, LLC FL Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
10/03/19 2019 Relation Insurance, Inc. Premier Consulting Partners, LLC OK Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/02/19 2019 Acadia Professional, LLC Toro Risk Consulting Group, LLC GA Independent Agency/Broker Retail P&C
10/02/19 2019 AmWINS Group Stealth Partner Group AZ Independent Agency/Broker- Private Capital Backed MGA P&C
10/02/19 2019 Warburg Pincus LLC Fetch Insurance Services, LLC PA Other Buyer MGA P&C
10/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency NY Independent Agency/Broker- Private Capital Backed Retail P&C
10/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker- Private Capital Backed Retail P&C
10/01/19 2019 Acrisure, LLC Undisclosed Insurance Agency IL Independent Agency/Broker- Private Capital Backed Retail P&C
10/01/19 2019 BroadStreet Partners, Inc. Certain insurance assets OH Independent Agency/Broker- Private Capital Backed Retail P&C
10/01/19 2019 Heffernan Insurance Brokers Mahan Insurance Brokers, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
10/01/19 2019 Hilb Group LLC Avanti Associates Ltd. NY Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/01/19 2019 Hilb Group LLC LCIA, Inc. Campisano Insurance Company NJ Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/01/19 2019 Hilb Group LLC New Agency Partners LLC NJ Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/01/19 2019 Risk Strategies Company, LLC Vista Underwriting Partners, LLC PA Independent Agency/Broker- Private Capital Backed MGA P&C
09/30/19 2019 Risk Strategies Company, LLC Bedrick-Kaitz Agency, Inc. NY Independent Agency/Broker- Private Capital Backed Retail P&C
09/30/19 2019 South Plains Financial, Inc. Operating assets of crop insurance agency TX Bank or Thrift Retail P&C
09/27/19 2019 Arthur J. Gallagher & Co. LSG Insurance Partners MI Public Broker Retail Multi Line
09/26/19 2019 AssuredPartners, Inc. Truck Insure, Inc. IN Independent Agency/Broker- Private Capital Backed Retail P&C
09/26/19 2019 Digital Insurance, Inc. Moore Benefits, Inc. CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
09/24/19 2019 Wentworth Financial Partners Independent Planners Group AZ Independent Agency/Broker Wholesale EB & Consulting
09/23/19 2019 AssuredPartners, Inc. Tutton Insurance Services Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
09/23/19 2019 Gamie, LLC Mission West Insurance Solutions, Inc. CA Independent Agency/Broker Retail Multi Line
09/23/19 2019 Hub International Limited Inter-Mountain Retirement Partners, Inc. CO Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
09/23/19 2019 Simplicity Group Holdings, Inc. Executive Brokerage Services, Inc. PA Independent Agency/Broker Retail P&C
09/20/19 2019 Hub International Limited Perennial Pension and Wealth, Inc. NY Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
09/19/19 2019 Arthur J. Gallagher & Co. Andrew Insurance Associates, Inc. OH Public Broker Retail Multi Line
09/19/19 2019 Hub International Limited WhartonHill Retirement Services, LLC PA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
09/18/19 2019 Arthur J. Gallagher & Co. Allied Insurance Brokers, Inc. PA Public Broker MGA P&C
09/18/19 2019 Hub International Limited EPIC Retirement Services Consulting, Inc. NY Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
09/18/19 2019 Inszone Insurance Services, Inc. Western Century Insurance Agency, Inc. CA Independent Agency/Broker Retail Multi Line
09/18/19 2019 The Carlyle Group General agency in Pennsylvania PA Other Buyer Retail EB & Consulting
09/17/19 2019 Hub International Limited Stonestreet Pearl River LLC NY Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
09/17/19 2019 Jacobson, Goldfarb & Scott, Inc. John Manougian Insurance Agency, Inc. MD Independent Agency/Broker Retail P&C
09/16/19 2019 AssuredPartners, Inc. Alton E. Woodford Insurance Agency, Inc. CT Independent Agency/Broker- Private Capital Backed Retail Multi Line