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
01/31/19 2019 Assicurazioni Generali SpA Tripe Mate, Inc. a division of Gallagher MO Independent Agency/Broker MGA P&C
01/31/19 2019 Oberle Risk Strategies, LLC Clark-Lami-Hembree, Inc. MO Independent Agency/Broker Retail Multi Line
01/31/19 2019 Private Investor - Ben Cade Crow River Insurance Agency, Inc. MN Other Buyer Retail Multi Line
01/31/19 2019 Private Investor - Michael Aktinson Hammer Insurance Agency, Inc. VA Other Buyer Retail Multi Line
01/31/19 2019 Private Investors - Kelly O’Donnell & Casey Bouska V&V Insurance Agency, Inc. IA Other Buyer Retail Multi Line
01/31/19 2019 Trusted Insurance Agency, Inc. Mark E. Lanigan and Associates, Inc. MN Independent Agency/Broker Retail Multi Line
01/30/19 2019 Winged Keel Group, LLC BCG Companies, LLC VA Independent Agency/Broker Retail EB & Consulting
01/29/19 2019 Arthur J. Gallagher & Co. Chapman Group, Inc. LA Public Broker Retail Multi Line
01/28/19 2019 Arlington/roe & Co., Inc. W. Schmidt And Company LLC WI Independent Agency/Broker Wholesale P&C
01/28/19 2019 Arthur J. Gallagher & Co. Advantage Insurance Services, LLC/AMZ Financial Services, LLC IA Public Broker Wholesale EB & Consulting
01/24/19 2019 Amity Insurance Agency, Inc. Insurance agency business Independent Agency/Broker Retail P&C
01/24/19 2019 Ryan Specialty Group, LLC Boston Insurance Specialists, Inc. MA Independent Agency/Broker- Private Capital Backed Wholesale P&C
01/23/19 2019 Ensurise LLC Property & casualty insurance brokerage operations Independent Agency/Broker Retail P&C
01/23/19 2019 State Bankshares, Inc. Warner & Company ND Bank or Thrift Retail Multi Line
01/22/19 2019 K2 Insurance Services, LLC Mid-America Risk Managers, Inc. NE Independent Agency/Broker- Private Capital Backed MGA P&C
01/22/19 2019 Marsh & McLennan Companies, Inc. Bouchard Insurance,Inc FL Public Broker Retail Multi Line
01/22/19 2019 Summit Partners, L.P. Patriot Growth Insurance Services PA Independent Agency/Broker Retail Multi Line
01/21/19 2019 Berends Hendricks Stuit Insurance Agency, Inc. Preferred Benefits, Inc. MI Independent Agency/Broker Retail EB & Consulting
01/21/19 2019 Diversified Insurance Industries, Inc. McQuade Consulting, LLC MD Independent Agency/Broker Retail Multi Line
01/18/19 2019 Arthur J. Gallagher & Co. Interstate Insurance Underwriters, LLC LA Public Broker MGA P&C
01/18/19 2019 AssuredPartners, Inc. Langley Agency, Inc. FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
01/17/19 2019 XPT Group LLC SVA Underwriting Services, Inc. NY Independent Agency/Broker- Private Capital Backed MGA P&C
01/16/19 2019 Brown & Brown, Inc. Izzo Insurance Services, Inc. IL Public Broker Wholesale P&C
01/16/19 2019 Digital Insurance, Inc. Boston Commonwealth Advantage, LLC MA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/16/19 2019 Johnson & Johnson, Inc. Strickland General Agency Of LA, Inc. LA Independent Agency/Broker MGA Multi Line
01/16/19 2019 Kaplansky Insurance Agency, Inc. KW Insurance Agency, LLC MA Independent Agency/Broker Retail P&C
01/14/19 2019 AmWINS Group Flood Insurance Agency, Inc. FL Independent Agency/Broker- Private Capital Backed MGA P&C
01/14/19 2019 CAI Insurance Albers Insurance Agency OH Independent Agency/Broker Retail Multi Line
01/14/19 2019 Cross Insurance DiMatteo Group CT Independent Agency/Broker Retail Multi Line
01/14/19 2019 Hay Insurance Agency, Inc. Kiddoo Insurance Agency CA Independent Agency/Broker Retail Multi Line
01/12/19 2019 Prime Risk Partners, Inc. Mayerstein-Burnell Co., Inc. IN Independent Agency/Broker- Private Capital Backed Retail Multi Line
01/11/19 2019 The Amynta Group Beacon Aviation Servicees Inc. FL Independent Agency/Broker- Private Capital Backed MGA P&C
01/10/19 2019 Arthur J. Gallagher & Co. Complete Benefit Alliance, LLC AL Public Broker Wholesale EB & Consulting
01/10/19 2019 Digital Insurance, Inc. Alpha Group Agency Inc OH Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/10/19 2019 Seeman Holtz Property and Casualty, Inc. Dickenshied Cravillion Insurance Services Inc. WI Independent Agency/Broker- Private Capital Backed Retail P&C
01/10/19 2019 Valley Insurance Agency Alliance, LLC Auffenberg Insurance Services IL Independent Agency/Broker Retail Multi Line
01/09/19 2019 Hub International Limited Sheridan Road Advisors, LLC IL Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/09/19 2019 Integrity Marketing Group LLC Eldercare Insurance Services, Inc AR Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/09/19 2019 Simplicity Group Holdings, Inc. Davis Life & Annuity IA Independent Agency/Broker Wholesale EB & Consulting
01/08/19 2019 Arthur J. Gallagher & Co. First Agency, Inc. MI Public Broker MGA P&C
01/08/19 2019 Digital Insurance, Inc. Cherry Creek Benefits, LLC CO Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/07/19 2019 AssuredPartners, Inc. Airpower Insurance, LLC AZ Independent Agency/Broker- Private Capital Backed Retail P&C
01/07/19 2019 AssuredPartners, Inc. AirSouth Insurance, Inc. AL Independent Agency/Broker- Private Capital Backed Retail P&C
01/07/19 2019 AssuredPartners, Inc. Weber Aviation Insurance Services, Inc. MN Independent Agency/Broker- Private Capital Backed Retail P&C
01/07/19 2019 Hub International Limited Rubin Group, Inc. NY Independent Agency/Broker- Private Capital Backed Retail Multi Line
01/07/19 2019 Seeman Holtz Property and Casualty, Inc. Professional Medical Insurance Services, Inc. TX Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/04/19 2019 The Amynta Group ClearView Risk Holdings, LLC TX Independent Agency/Broker- Private Capital Backed MGA P&C
01/03/19 2019 Integrity Marketing Group LLC NEAT Management Group TX Independent Agency/Broker- Private Capital Backed Wholesale P&C
01/03/19 2019 Integrity Marketing Group LLC Tidewater Management Group, LLC NC Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/02/19 2019 Peoples Bancorp, Inc. Bartlett, Griffin & Vermilye, Inc. MD Bank or Thrift Retail Multi Line
01/02/19 2019 Safety National Casualty Corp. Midlands Management Corporation OK Insurance Company MGA P&C
01/01/19 2019 Acrisure, LLC Undisclosed insurance agency NY Independent Agency/Broker- Private Capital Backed Retail Multi Line
01/01/19 2019 Acrisure, LLC Undisclosed insurance agency NJ Independent Agency/Broker- Private Capital Backed Retail Multi Line
01/01/19 2019 BroadStreet Partners, Inc. Certain insurance Assets AZ Independent Agency/Broker- Private Capital Backed Retail P&C
01/01/19 2019 BroadStreet Partners, Inc. Certain insurance Assets FL Independent Agency/Broker- Private Capital Backed Retail P&C
01/01/19 2019 BroadStreet Partners, Inc. Partners Ellis-Edson-Beaudry-Barre&T Chubb Inc NY Independent Agency/Broker- Private Capital Backed Retail Multi Line
01/01/19 2019 BroadStreet Partners, Inc. Undisclosed Insurance Agency NV Independent Agency/Broker- Private Capital Backed Retail Multi Line
01/01/19 2019 Colby Insurance Group, Inc. Odell Insurance Agency, Inc. VT Independent Agency/Broker Retail Multi Line
01/01/19 2019 Cote Agency, Inc. Schuylerville Insurance Agency NY Independent Agency/Broker Retail P&C
01/01/19 2019 Gloron Agency, Inc. Solutions Insurance & Financial Services LLC NJ Independent Agency/Broker Retail P&C
01/01/19 2019 Hamilton Insurance Group, Inc. A.O. Wing Insurance Agency, Inc. OH Independent Agency/Broker Retail Multi Line
01/01/19 2019 Hilb Group LLC D'Camera Group, LLC MD Independent Agency/Broker- Private Capital Backed Retail P&C
01/01/19 2019 Lawley Insurance Rhoe B. Henderson Agency, Inc. NY Independent Agency/Broker Retail Multi Line
01/01/19 2019 Mountain State Insurance Agency, Inc. Ted V. Kluemper Insurance Agency, Inc. WV Independent Agency/Broker Retail P&C
01/01/19 2019 Nationwide Mutual Insurance Company E-Risk Services LLC NJ Insurance Company MGA P&C
01/01/19 2019 NorthBridge Insurance Agency, Inc. N.P. James Insurance Agency MA Independent Agency/Broker Retail P&C
01/01/19 2019 Paragon Insurance Holdings, LLC Argo Landscape Contracting program CA Independent Agency/Broker MGA P&C
01/01/19 2019 Patriot Growth Insurance Services, LLC Alliance Insurance Group LLC AL Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC Benefits Alliance Insurance Services, LLC CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC BenefitsTexas, Inc. TX Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC Bridgeport Benefits, Inc. CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC California Corporate Benefits Insurance Services CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC Campbell Petrie, Inc. NJ Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC Churchill & Associates Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC Corporate Benefit Marketing, Inc. CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC Creative Group Benefits MS Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC HGS Insurance Services Inc. Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC Innovative Cost Management Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC Intrepid Benefits Inc./Intrepid Solutions Insurance Services Inc./Intrepid Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC Maniaci Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC SSM Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC Stefanick Insurance Services, Inc. TX Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC Style, Vincent & Associates Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC TRUE Network Advisors AL Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Patriot Growth Insurance Services, LLC Voluntary Benefit Specialists, LLC CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/01/19 2019 Rich and Cartmill, Inc. Webb Young & Webb, Inc. OK Independent Agency/Broker Retail P&C
01/01/19 2019 Risk Strategies Company, LLC United Health Actuarial Services, Inc. IN Independent Agency/Broker- Private Capital Backed MGA P&C
01/01/19 2019 Robertson Ryan & Associates, Inc. Riordan & Scully Insurance Service, LLC IL Independent Agency/Broker Retail Multi Line
01/01/19 2019 TowneBank Straus, Itzkowitz & LeCompte Insurance Agency Inc. VA Bank or Thrift Retail Multi Line
01/01/19 2019 World Insurance Associates, LLC Diforte Agency Inc. NY Independent Agency/Broker Retail P&C
01/01/19 2019 World Insurance Associates, LLC United Brokerage Services International Inc. NY Independent Agency/Broker Retail Multi Line
01/01/19 2019 Xchange Group LLC J. Allan Hall & Associates, Inc. IN Independent Agency/Broker MGA P&C
12/31/18 2018 Acrisure, LLC Undisclosed Independent Insurance Agency FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/31/18 2018 Acrisure, LLC Undisclosed Insurance Agency WI Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/31/18 2018 Acrisure, LLC Undisclosed Insurance Agency FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/31/18 2018 Acrisure, LLC Undisclosed Insurance Agency FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/31/18 2018 Acrisure, LLC Undisclosed insurance agency Independent Agency/Broker- Private Capital Backed Retail P&C
12/31/18 2018 Acrisure, LLC Undisclosed Insurance Agency Independent Agency/Broker- Private Capital Backed Retail P&C
12/31/18 2018 AssuredPartners, Inc. Darton & Company, Inc. CT Independent Agency/Broker- Private Capital Backed Retail P&C
12/31/18 2018 AssuredPartners, Inc. Golden, O'Neill & Gebhardt, Inc. CT Independent Agency/Broker- Private Capital Backed Retail P&C
12/31/18 2018 AssuredPartners, Inc. Torres Insurance Agency, Inc. MA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/31/18 2018 FBinsure, LLC Reid-Hoffman Insurance Agency Corp. MA Bank or Thrift Retail P&C
12/26/18 2018 Hilb Group LLC H.J. Knight International Insurance Agency, Inc. MA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/24/18 2018 NFP Corp. Wright Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/20/18 2018 LM Funding America, Inc. IIU, Inc. VA Other Buyer Retail EB & Consulting
12/20/18 2018 TowerBrook Capital Partners L.P. Orchid Underwriters Agency, Inc. FL Other Buyer MGA P&C
12/19/18 2018 Arthur J. Gallagher & Co. Pointer Insurance Agency, Inc. MS Public Broker Retail P&C
12/18/18 2018 Hilb Group LLC Bruce Crohn, LLC MA Independent Agency/Broker- Private Capital Backed MGA EB & Consulting
12/17/18 2018 Alera Group, Inc. The Avon-Dixon Agency MD Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/17/18 2018 Arthur J. Gallagher & Co. Preston-Patterson Co., Inc. PA Public Broker Retail P&C
12/14/18 2018 Ballator Insurance Group, Inc. Libertate Insurance, LLC FL Independent Agency/Broker MGA Multi Line
12/14/18 2018 Hub International Limited Apex Insurance Benefits LLC ID Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
12/13/18 2018 Hub International Limited G.P. Barich Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/12/18 2018 Alera Group, Inc. Bailey & Company OH Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
12/12/18 2018 Confie Seguros Insurance Services Affiliated Insurance Services WA Independent Agency/Broker- Private Capital Backed Retail P&C
12/12/18 2018 Confie Seguros Insurance Services Just Insurance & Tags Inc. FL Independent Agency/Broker- Private Capital Backed Retail P&C
12/12/18 2018 Confie Seguros Insurance Services Texas Auto Insurance Agency TX Independent Agency/Broker- Private Capital Backed Retail P&C
12/12/18 2018 Confie Seguros Insurance Services Torres Insurance NM Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/12/18 2018 Hub International Limited Dadgar Insurance Agency MA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/11/18 2018 Hilb Group LLC Huckaby & Associates SC Independent Agency/Broker- Private Capital Backed Retail P&C
12/11/18 2018 Hub International Limited Nolen Associates PA Independent Agency/Broker- Private Capital Backed Retail P&C
12/11/18 2018 Kaplansky Insurance Agency, Inc. Albert Burak Insurance MA Independent Agency/Broker Retail P&C
12/11/18 2018 Marsh & McLennan Companies, Inc. Otis-Magie Insurance Agency MN Public Broker Retail Multi Line
12/11/18 2018 Risk Strategies Company, LLC RiskPro Global Partners TX Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/10/18 2018 Arthur J. Gallagher & Co. Captive Insurance Company Design and Operations IL Public Broker Retail EB & Consulting
12/07/18 2018 Acrisure, LLC Undisclosed insurance agency FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/07/18 2018 AssuredPartners, Inc. Aviation book of business MD Independent Agency/Broker- Private Capital Backed MGA P&C
12/07/18 2018 Brown & Brown, Inc. Dealer Associates Inc. TX Public Broker MGA P&C
12/05/18 2018 AssuredPartners, Inc. Carriage Insurance Agency, Inc. OH Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/03/18 2018 Hartford Financial Services Group, Inc. Y-Risk, LLC CT Insurance Company MGA P&C
12/03/18 2018 White Mountains Insurance Group, Ltd. KBK Insurance Group, Inc. LA Insurance Company MGA P&C
12/01/18 2018 Acrisure, LLC American Casualty Insurance Agency TX Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
12/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
12/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency MO Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
12/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
12/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency MA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency NJ Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency NY Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/18 2018 Alera Group, Inc. Bailey & Company Benefits Group, Inc. OH Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
12/01/18 2018 Alera Group, Inc. C.M. Smith Financial, Inc. CT Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
12/01/18 2018 BroadStreet Partners, Inc. Book of Business Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/18 2018 BroadStreet Partners, Inc. Book of Business Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/18 2018 Brown & Brown, Inc. Primm Associates AR Public Broker Retail EB & Consulting
12/01/18 2018 Carlisle Insurance Agency, Inc. Risk Innovations, LLC GA Independent Agency/Broker MGA Multi Line
12/01/18 2018 Dean & Draper Insurance Agency, LP Bill Vawter & Company TX Independent Agency/Broker Retail Multi Line
12/01/18 2018 Dean & Draper Insurance Agency, LP Painter Reichman & Co., Inc. TX Independent Agency/Broker Retail Multi Line
12/01/18 2018 Hilb Group LLC Mackintire Insurance Agency, Inc. MA Independent Agency/Broker- Private Capital Backed Retail P&C
12/01/18 2018 Stahl & Associates Insurance, Inc. Morse Insurance Agency, Inc. FL Independent Agency/Broker Retail Multi Line
11/27/18 2018 CalNonprofits Insurance Center, Inc. Book of Business CA Independent Agency/Broker Retail P&C
11/27/18 2018 EPIC (Edgewood Partners Insurance Center) Book of Business Independent Agency/Broker- Private Capital Backed Retail P&C
11/27/18 2018 Integrity Marketing Group LLC Scott Riddle Agency, LLC TX Independent Agency/Broker- Private Capital Backed Retail P&C
11/26/18 2018 Alera Group, Inc. Loretz Insurance Llc. NV Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/26/18 2018 Arthur J. Gallagher & Co. Buckman Mitchell Inc. CA Public Broker Retail Multi Line
11/26/18 2018 Arthur J. Gallagher & Co. R.T. Beers & Company Insurance Services Inc. CA Public Broker Retail P&C
11/20/18 2018 Alera Group, Inc. Orion Risk Management Insurance Services Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/20/18 2018 Arthur J. Gallagher & Co. JP Tech Insurance Services Inc. CA Public Broker Retail P&C
11/15/18 2018 Alera Group, Inc. Perspective Financial Group, LLC PA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/14/18 2018 INSURICA Insurance Management Network McNeil & Co. Inc. TX Independent Agency/Broker Retail P&C
11/12/18 2018 Brown & Brown, Inc. Rodman Insurance Agency, Inc. MA Public Broker Retail P&C
11/08/18 2018 Alera Group, Inc. Lively Insurance Brokerage Inc. MA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/07/18 2018 AssuredPartners, Inc. J.S. Clark Agency Inc. MI Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/07/18 2018 DMS Insurance Holdings, LLC Assets of ANBTX Insurance Services Inc. TX Independent Agency/Broker Retail P&C
11/06/18 2018 Hub International Limited TAMRAC Group Inc. MD Independent Agency/Broker- Private Capital Backed Retail P&C
11/06/18 2018 NFP Corp. Fullerton Insurance Service, Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/02/18 2018 Arthur J. Gallagher & Co. John R. Sharry, Inc. MA Public Broker Retail EB & Consulting
11/01/18 2018 Acrisure, LLC Brier Payne Meade Insurance Inc. KS Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/01/18 2018 Acrisure, LLC Undisclosed insurance agency MO Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/01/18 2018 Acrisure, LLC Undisclosed insurance agency NV Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/18 2018 Acrisure, LLC Undisclosed insurance agency IL Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/18 2018 Alera Group, Inc. Crisp Insurance Advisors, LLC NJ Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/01/18 2018 Arch Capital Group Ltd. McNeil & Co. Inc. NY Insurance Company MGA P&C
11/01/18 2018 Arthur J. Gallagher & Co. Walsh Agency, Inc. PA Public Broker Retail P&C
11/01/18 2018 Ash Financial Holdings Group, Inc. Target Insurance Services, Inc. KS Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/01/18 2018 BroadStreet Partners, Inc. Book of Business Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/18 2018 BroadStreet Partners, Inc. Book of Business Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/18 2018 BroadStreet Partners, Inc. Book of Business Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/18 2018 BroadStreet Partners, Inc. Certain insurance Assets Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/18 2018 BroadStreet Partners, Inc. Certain insurance Assets Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/18 2018 BroadStreet Partners, Inc. Undisclosed insurance Agency TX Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/18 2018 First Bucks, LLC Superior Benefit Plans, LLC PA Independent Agency/Broker Retail EB & Consulting
11/01/18 2018 Foundation Risk Partners, Corp. Undisclosed insurance Agency FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
11/01/18 2018 Hub International Limited Insurance Management Associates, Inc. MD Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/18 2018 Ladenburg Thalmann Financial Services Inc. Certain assets of Four Seasons Financial, Group. NJ Independent Agency/Broker Wholesale EB & Consulting
11/01/18 2018 NFP Corp. Annette Willis Insurance Agency, LLC FL Independent Agency/Broker- Private Capital Backed Retail P&C
11/01/18 2018 NFP Corp. Benefit Administration Group, Inc. LA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
11/01/18 2018 World Insurance Associates, LLC Amato Insurance Agency, LLC NJ Independent Agency/Broker Wholesale Multi Line
10/31/18 2018 Acrisure, LLC Eastern Insurors LLC NJ Independent Agency/Broker- Private Capital Backed Retail P&C
10/31/18 2018 Hilb Group LLC Aloisio Insurance Associates, Inc. RI Independent Agency/Broker- Private Capital Backed Retail Multi Line
10/31/18 2018 Lee Equity Partners, LLC McLarens, Inc. GA Independent Agency/Broker- Private Capital Backed MGA P&C
10/30/18 2018 Horace Mann Educators Corporation Benefits Consultants Group, Inc. NJ Independent Agency/Broker MGA EB & Consulting
10/30/18 2018 Leavitt Group Enterprises, Inc. Cascade Insurance WA Independent Agency/Broker Retail P&C
10/30/18 2018 Reliance Global Group, Inc. Commercial Solutions of Insurance Agency, LLC NJ Other Buyer Retail P&C
10/30/18 2018 Risk Strategies Company, LLC Arkin Yougentbob Associates, LLC MD Independent Agency/Broker- Private Capital Backed Retail EB & Consulting