Industry Transactions

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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
05/01/18 2018 Prime Risk Partners, Inc. Roblin Insurance Agency, Inc. MA Independent Agency/Broker- Private Capital Backed Retail Multi Line
05/01/18 2018 Risk Strategies Company, LLC Cincinnati Intermediaries, LLC OH Independent Agency/Broker- Private Capital Backed MGA P&C
04/30/18 2018 Acrisure, LLC Undisclosed Insurance Agency OH Independent Agency/Broker- Private Capital Backed Retail P&C
04/30/18 2018 Investor Group Independent Insurance Group TX Other Buyer Retail Multi Line
04/30/18 2018 Peter C. Foy & Associates Insurance Services, LLC Clark & Associates of Nevada, Inc. NV Independent Agency/Broker- Private Capital Backed Retail Multi Line
04/30/18 2018 Peter C. Foy & Associates Insurance Services, LLC R. L. Milsner, Inc. Insurance Brokerage CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
04/30/18 2018 Peter C. Foy & Associates Insurance Services, LLC Senex Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
04/30/18 2018 Peter C. Foy & Associates Insurance Services, LLC Stratton Agency CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
04/26/18 2018 Alera Group, Inc. Tippett Moorhead Financial Partners, LLC CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
04/26/18 2018 Seeman Holtz Property and Casualty, Inc. Elton Porter Marine Insurance Agency, Inc. TX Independent Agency/Broker- Private Capital Backed Retail P&C
04/25/18 2018 Higginbotham & Associates, Inc. Butler Carson Tate Insurance Agency, LLC TX Independent Agency/Broker- Private Capital Backed Retail Multi Line
04/24/18 2018 Augustus Specialty International Transportation & Marine Inc. AZ Other Buyer MGA P&C
04/24/18 2018 Hub International Limited BK-JET Group, LLC WA Independent Agency/Broker- Private Capital Backed Retail P&C
04/23/18 2018 AssuredPartners, Inc. The Elan Group FL Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
04/23/18 2018 Midland Commerce Insurance, LLC Dublin Agency, Inc. MO Independent Agency/Broker Retail P&C
04/19/18 2018 AssuredPartners, Inc. RDD Holdings, Inc. dba the Elan Group FL Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
04/17/18 2018 Leavitt Group Enterprises, Inc. PFG Holding Inc. dba HBT Insurance WA Independent Agency/Broker Retail P&C
04/16/18 2018 BenefitMall Slattery GA NJ Independent Agency/Broker Wholesale EB & Consulting
04/12/18 2018 Alliant Insurance Services Crystal & Company NY Independent Agency/Broker- Private Capital Backed Retail Multi Line
04/12/18 2018 Baldwin Risk Partners Chris Black Insurance FL Independent Agency/Broker- Private Capital Backed Retail P&C
04/11/18 2018 Brown & Brown, Inc. Manning & Nozick Insurance Agency GA Public Broker Retail P&C
04/11/18 2018 LTC Financial Partners, LLC Smith Companies, Limited MA Independent Agency/Broker Retail Multi Line
04/10/18 2018 Baldwin Risk Partners Senior Health Plis, Inc. FL Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
04/09/18 2018 Arthur J. Gallagher & Co. Integrity Transportation Insurance Agency, LLC TX Public Broker Retail P&C
04/09/18 2018 BroadStreet Partners, Inc. Bailey Agencies, Inc. CT Independent Agency/Broker- Private Capital Backed Retail P&C
04/09/18 2018 Digital Insurance, Inc. Claude C Bridger Insurance Associates, Inc. NC Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
04/09/18 2018 Worldwide Facilities, Inc. Gerald J. Sullivan & Associates, Inc. CA Independent Agency/Broker- Private Capital Backed Wholesale P&C
04/08/18 2018 Foundation Risk Partners, Corp. AllSafe Insurance Group FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
04/08/18 2018 Foundation Risk Partners, Corp. Asian American Nations Insurance Group FL Independent Agency/Broker- Private Capital Backed Retail P&C
04/06/18 2018 BB&T Corporation Regions Insurance Group Inc. TN Bank or Thrift Retail Multi Line
04/06/18 2018 Digital Insurance, Inc. Providence Insurance Group, Inc. GA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
04/05/18 2018 Acrisure, LLC Undisclosed Insurance Agency OH Independent Agency/Broker- Private Capital Backed Retail P&C
04/05/18 2018 Hub International Limited Saffe's Houston operations TX Independent Agency/Broker- Private Capital Backed Retail P&C
04/05/18 2018 Seeman Holtz Property and Casualty, Inc. Federal Employee Insurance business Independent Agency/Broker- Private Capital Backed Retail P&C
04/04/18 2018 Alera Group, Inc. Rich & Cartmill Insurance of Colorado, LLC CO Independent Agency/Broker- Private Capital Backed Retail P&C
04/04/18 2018 Alliant Insurance Services Dumortier Risk Management, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
04/04/18 2018 Foundation Risk Partners, Corp. Koski & Co FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
04/03/18 2018 Aquiline Holdings LLC InsurMark Inc. TX Other Buyer Retail Multi Line
04/03/18 2018 AssuredPartners, Inc. Insurance Associates of Magee, Inc. MS Independent Agency/Broker- Private Capital Backed Retail Multi Line
04/02/18 2018 AssuredPartners, Inc. AgentLink, Inc. KY Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
04/02/18 2018 NFP Corp. Western Risk Insurance Agency, Inc. NV Independent Agency/Broker- Private Capital Backed Retail P&C
04/02/18 2018 White Mountains Insurance Group, Ltd. NSM Insurance Group PA Insurance Company MGA P&C
04/02/18 2018 Worldwide Facilities, Inc. Tennant Risk Services Insurance Agency LLC CT Independent Agency/Broker- Private Capital Backed Wholesale P&C
04/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency NJ Independent Agency/Broker- Private Capital Backed Retail Multi Line
04/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
04/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
04/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency FL Independent Agency/Broker- Private Capital Backed Retail Multi Line
04/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency OH Independent Agency/Broker- Private Capital Backed Retail P&C
04/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency OH Independent Agency/Broker- Private Capital Backed Retail P&C
04/01/18 2018 BroadStreet Partners, Inc. Book of business Independent Agency/Broker- Private Capital Backed Retail P&C
04/01/18 2018 BroadStreet Partners, Inc. Undisclosed Certain Insurance Assets Independent Agency/Broker- Private Capital Backed Retail P&C
04/01/18 2018 BroadStreet Partners, Inc. Undisclosed Independent Agency CO Independent Agency/Broker- Private Capital Backed Retail P&C
04/01/18 2018 BroadStreet Partners, Inc. Undisclosed Independent Agency MN Independent Agency/Broker- Private Capital Backed Retail P&C
04/01/18 2018 Brown & Brown, Inc. Broker's Surplus Agency PA Public Broker Retail P&C
04/01/18 2018 Brown & Brown, Inc. Undisclosed Insurance Agency Public Broker Retail P&C
04/01/18 2018 Dean & Draper Insurance Agency, LP Texas Printers Insurance Agency/Soules Insurance Agency, LP TX Independent Agency/Broker Retail Multi Line
04/01/18 2018 Hub International Limited Norman Spencer Agency marine and crane business OH Independent Agency/Broker- Private Capital Backed MGA P&C
04/01/18 2018 NFP Corp. Hyde Agency, Inc. NY Independent Agency/Broker- Private Capital Backed Retail P&C
04/01/18 2018 Prime Risk Partners, Inc. Rosenthal Insurance Group Inc. NJ Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
04/01/18 2018 World Insurance Associates, LLC Cailor Fleming & Associates, Inc. OH Independent Agency/Broker Retail Multi Line
03/31/18 2018 SUNZ HOLDINGS LLC Risk Management America, LLC IL Independent Agency/Broker Retail EB & Consulting
03/29/18 2018 Graves-Fearon Agency, Ltd. Roberts Agency Nationwide Insurance OH Independent Agency/Broker Retail P&C
03/29/18 2018 USI Holdings Corporation Key Insurance & Benefits Services, Inc. NY Independent Agency/Broker- Private Capital Backed Retail Multi Line
03/28/18 2018 Quadrant Management Rivington Partners NY Other Buyer MGA P&C
03/23/18 2018 Private investor Academic HealthPlans Inc. TX Other Buyer Retail EB & Consulting
03/20/18 2018 Digital Insurance, Inc. Trapani Dickins & Associate Employee s Benefits and Insurance, Inc. CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
03/19/18 2018 Ash Financial Holdings Group, Inc. Zenith Marketing Group, Inc. NJ Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
03/19/18 2018 NFP Corp. BSC Group Services, LLC (BSC) NJ Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
03/09/18 2018 Optisure Risk Partners, LLC Masiello Insurance Agency, Inc. NH Independent Agency/Broker Retail Multi Line
03/08/18 2018 Hub International Limited Leitao Insurance Agency, Inc MA Independent Agency/Broker- Private Capital Backed Retail Multi Line
03/08/18 2018 Lockton, Inc. E3 Solutions, LLC CO Independent Agency/Broker Retail EB & Consulting
03/08/18 2018 Salem Five Bancorp Cape Ann Insurance Agency, Inc. MA Bank or Thrift Retail P&C
03/07/18 2018 Seeman Holtz Property and Casualty, Inc. Tri-Star of Sikeston, Inc. (DBA Selt Insurance) MO Independent Agency/Broker- Private Capital Backed Retail P&C
03/06/18 2018 Alera Group, Inc. Benefit Planning Services, LLC CT Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
03/06/18 2018 Alera Group, Inc. IMG Benefits Group, LLC TX Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
03/06/18 2018 Hub International Limited Rubino Enterprises Inc./TYG Agency, Inc. MA Independent Agency/Broker- Private Capital Backed Retail P&C
03/05/18 2018 Alliant Insurance Services Hecht & Hecht Insurance Agency Inc. OR Independent Agency/Broker- Private Capital Backed Retail P&C
03/05/18 2018 NFP Corp. Baker Insurance Agency of Hagerstown, MD., Inc. MD Independent Agency/Broker- Private Capital Backed Retail P&C
03/02/18 2018 K2 Insurance Services, LLC Rockhill's General Liability and Gas & Propane Distribution business AR Independent Agency/Broker MGA P&C
03/01/18 2018 Acrisure, LLC Bozzuto & Associates Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
03/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency TX Independent Agency/Broker- Private Capital Backed Retail Multi Line
03/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker- Private Capital Backed Retail Multi Line
03/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail P&C
03/01/18 2018 Arthur J. Gallagher & Co. McGregor & Associates CA Public Broker Retail EB & Consulting
03/01/18 2018 BroadStreet Partners, Inc. Certain insurance assets Independent Agency/Broker- Private Capital Backed Retail P&C
03/01/18 2018 BroadStreet Partners, Inc. Certain insurance assets Independent Agency/Broker- Private Capital Backed Retail P&C
03/01/18 2018 Brown & Brown, Inc. Kerxton Insurance Agency, Inc. VA Public Broker MGA P&C
03/01/18 2018 Hub International Limited Spectra Management, LLC UT Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
03/01/18 2018 Siebert Financial Corp. Park Wilshire Companies Inc. TX Insurance Company Retail Multi Line
03/01/18 2018 TCOR Management Legacy Insurors Group, LLC TX Independent Agency/Broker Retail P&C
03/01/18 2018 TCOR Management MS&B Bonds and Insurance Services LLC TX Independent Agency/Broker Retail P&C
03/01/18 2018 U.S. Risk Insurance Group, Inc. L.A. Xcess Insurance Brokers, Inc. CA Independent Agency/Broker- Private Capital Backed Wholesale P&C
03/01/18 2018 World Insurance Associates, LLC Edward R. Bluestein & Associates, LLC PA Independent Agency/Broker Retail EB & Consulting
03/01/18 2018 World Insurance Associates, LLC Poppe Agency - Insurance NJ Independent Agency/Broker Retail EB & Consulting
02/28/18 2018 Ample Insurance Company, LLC Don Wells Insurance Agency, Inc. FL Independent Agency/Broker Retail P&C
02/28/18 2018 AssuredPartners, Inc. Beimdiek Insurance Agency, Inc. MO Independent Agency/Broker- Private Capital Backed Retail Multi Line
02/28/18 2018 Digital Insurance, Inc. Reaves Agency, LLC TX Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/28/18 2018 Jardine Lloyd Thompson Group Plc International Risk Consultants, Inc. OH Independent Agency/Broker Wholesale P&C
02/27/18 2018 Navion Insurance Associates, Inc. James G Lascola Insurance Services CA Independent Agency/Broker Retail P&C
02/21/18 2018 HealthCare Inc. Pivot Health AZ Other Buyer Retail EB & Consulting
02/21/18 2018 Ion Financial MHC CPM Insurance Services, LLC CT Bank or Thrift Retail Multi Line
02/21/18 2018 Ryan Specialty Group, LLC New Day Underwriting Managers L.L.C. NJ Independent Agency/Broker Wholesale P&C
02/20/18 2018 Brown & Brown, Inc. yourPFO Consulting, LLC NY Public Broker Retail EB & Consulting
02/20/18 2018 Risk Strategies Company, LLC Prosurance Redeker Group, Ltd. NY Independent Agency/Broker- Private Capital Backed Retail P&C
02/15/18 2018 Associated Banc-Corp Diversified Insurance Solutions, Inc. WI Bank or Thrift Retail Multi Line
02/13/18 2018 Alera Group, Inc. Wilson Albers & Company, LLC AK Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/12/18 2018 Sunstar Insurance Group, LLC Matson Insurance Agency, Inc. AR Independent Agency/Broker- Private Capital Backed Retail P&C
02/10/18 2018 Seeman Holtz Property and Casualty, Inc. Senior Advisory Group of Arizona, LLC AZ Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/09/18 2018 Confie Seguros Insurance Services Blue Ridge Insurance, Inc. WA Independent Agency/Broker- Private Capital Backed Retail P&C
02/09/18 2018 Confie Seguros Insurance Services Day & Read, Inc. NY Independent Agency/Broker- Private Capital Backed Retail P&C
02/09/18 2018 Fairfield County Bank Fitzpatrick Agency, Inc. CT Bank or Thrift Retail P&C
02/09/18 2018 Moulden Agency, LLC Schrock & Associates, LLC MI Independent Agency/Broker Retail P&C
02/08/18 2018 Marsh & McLennan Companies, Inc. Highsmith Insurance Agency Inc NC Public Broker Retail P&C
02/07/18 2018 Alera Group, Inc. Davidson Benefits Planning OR Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/07/18 2018 AssuredPartners, Inc. BWE Insurance, LLC TN Independent Agency/Broker- Private Capital Backed Retail Multi Line
02/07/18 2018 AssuredPartners, Inc. Delco Insurance Group LLC LA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/07/18 2018 AssuredPartners, Inc. DeVenne Insurance LLC OH Independent Agency/Broker- Private Capital Backed Retail P&C
02/07/18 2018 AssuredPartners, Inc. William Adams & Associates, Inc. GA Independent Agency/Broker- Private Capital Backed Retail P&C
02/06/18 2018 Arthur J. Gallagher & Co. Williams Insurance Agency, Inc. SD Public Broker Retail Multi Line
02/06/18 2018 Hub International Limited Der Manouel Insurance & Financial Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
02/06/18 2018 Integrity Marketing Group LLC American Independent Marketing, LLC WA Independent Agency/Broker- Private Capital Backed Wholesale EB & Consulting
02/06/18 2018 NSM Insurance Group, Inc. Transport Specialties, Inc. TN Independent Agency/Broker- Private Capital Backed MGA P&C
02/05/18 2018 Hub International Limited IPS Advisors, LLP/IPS RIA, LLC TX Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/05/18 2018 Richards Group Centurion Insurance Group NH Independent Agency/Broker Retail EB & Consulting
02/05/18 2018 Winter-Dent & Company Landwehr Insurance Services Inc. dba Winter-Dent & Co. MO Independent Agency/Broker Retail Multi Line
02/02/18 2018 Heritage-Rm, LLC Cam Fannin Insurance Agency, Inc. TX Independent Agency/Broker Retail P&C
02/02/18 2018 Hub International Limited Susoreny & Associates Inc. IN Independent Agency/Broker- Private Capital Backed Retail P&C
02/02/18 2018 T. F. Ward Insurance Agency, Inc. Pine Insurance Agency, Inc. MA Independent Agency/Broker Retail P&C
02/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency MI Independent Agency/Broker- Private Capital Backed Retail P&C
02/01/18 2018 Alera Group, Inc. Aisling Partners Insurance Brokerage, LLC MA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/01/18 2018 Alera Group, Inc. Davidson Benefits Planning, LLC OR Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/01/18 2018 Alera Group, Inc. HR Benefit Advisors, Ltd. NY Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/01/18 2018 Alera Group, Inc. Spring Consulting Group, LLC MA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/01/18 2018 BroadStreet Partners, Inc. Book of business Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/01/18 2018 BroadStreet Partners, Inc. Certain insurance assets Independent Agency/Broker- Private Capital Backed Retail P&C
02/01/18 2018 NFP Corp. BSC Group Services, L.L.C. NJ Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/01/18 2018 NFP Corp. Heritage Benefits, LLC MD Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/01/18 2018 NFP Corp. Insurance Management Group, Inc. MD Independent Agency/Broker- Private Capital Backed Retail P&C
02/01/18 2018 R&R Insurance Services, Inc. Hanson Benefits, Inc. WI Independent Agency/Broker Retail EB & Consulting
01/31/18 2018 NFP Corp. Foote's Insurance Agency, Inc. VT Independent Agency/Broker- Private Capital Backed Retail P&C
01/31/18 2018 Undisclosed buyer Bank Services Insurance Inc VA Independent Agency/Broker Retail Multi Line
01/31/18 2018 World Insurance Associates, LLC WPA NY Independent Agency/Broker Retail P&C
01/30/18 2018 Oak Hill Capital Partners Paragon Insurance Holdings LLC CT Other Buyer MGA P&C
01/29/18 2018 XPT Group LLC W E Love & Associates NC Independent Agency/Broker- Private Capital Backed MGA P&C
01/26/18 2018 Arthur J. Gallagher & Co. Market Financial Group Ltd./Austin Consulting Group Inc. IL Public Broker Wholesale P&C
01/25/18 2018 AssuredPartners, Inc. Capitol City Insurance Agency, Inc. TX Independent Agency/Broker- Private Capital Backed Retail Multi Line
01/25/18 2018 Ryan Specialty Group, LLC Irwin Siegel Agency Inc. NY Independent Agency/Broker MGA P&C
01/23/18 2018 AXA S.A. Maestro Healthcare Technology Inc. IL Insurance Company Retail EB & Consulting
01/23/18 2018 Cedar Valley Insurance Agency, Inc. First Insurance Agency of Utica NE Independent Agency/Broker Retail P&C
01/23/18 2018 Integrity Marketing Group LLC Insurance Marketing Group LLC CT Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/23/18 2018 Seeman Holtz Property and Casualty, Inc. Xponent Employer Solutions, Inc. AZ Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/22/18 2018 Foster & Foster Consulting Actuaries, Inc. Marsh Consulting Group CA Other Buyer Retail EB & Consulting
01/18/18 2018 Kaplansky Insurance Agency, Inc. Anthony and Malcolm Insurance Agency, Inc. MA Independent Agency/Broker Retail Multi Line
01/17/18 2018 Investor Group U.S. Retirement & Benefits Partners, Inc. NJ Other Buyer Retail EB & Consulting
01/16/18 2018 Alera Group, Inc. FIRM, Inc. NJ Independent Agency/Broker- Private Capital Backed MGA P&C
01/16/18 2018 eHealth, Inc. Health, Wealth & Life Advisors, LLC (dba GoMedigap) TX Other Buyer Retail EB & Consulting
01/16/18 2018 Insurance Center, Inc. Eastman & Davis Insurance Agency, Inc. MA Independent Agency/Broker Retail P&C
01/15/18 2018 Arthur J. Gallagher & Co. Daniels Group, Inc. NJ Public Broker Retail EB & Consulting
01/15/18 2018 JenCap Holdings Genesee General GA Independent Agency/Broker- Private Capital Backed MGA P&C
01/12/18 2018 Arthur J. Gallagher & Co. AquaSurance, LLC TX Public Broker MGA P&C
01/12/18 2018 FFI Holdings PLC Motorsports Book of Business CA Other Buyer MGA P&C
01/10/18 2018 ICI Insurance Z Insurance Group LLC KS Independent Agency/Broker Retail P&C
01/10/18 2018 SevenHills Partners, Inc. Cleveland Maher, LLC MN Independent Agency/Broker Retail EB & Consulting
01/09/18 2018 AssuredPartners, Inc. Insurance and Risk Management Services, Inc. FL Independent Agency/Broker- Private Capital Backed Retail P&C
01/09/18 2018 Integrity Marketing Group LLC Neishloss & Fleming, Inc. PA Independent Agency/Broker- Private Capital Backed Wholesale EB & Consulting
01/08/18 2018 Higginbotham & Associates, Inc. Independent Insurance Agents of Plainview TX Independent Agency/Broker- Private Capital Backed Retail Multi Line
01/08/18 2018 Private Investor - Dennis Swit Willis of Ohio OH Other Buyer Retail P&C
01/05/18 2018 Hub International Limited Cosmo Insurance Service Corporation CA Independent Agency/Broker- Private Capital Backed Retail P&C
01/04/18 2018 InsuranceHub Agency, LLC Insley Insurance, LLC GA Independent Agency/Broker Retail P&C
01/04/18 2018 Ryan Specialty Group, LLC Kerwick & Curran NY Independent Agency/Broker Wholesale P&C
01/03/18 2018 AmWINS Group Seacoast Brokers LLC/Trident Claims Management SC Independent Agency/Broker- Private Capital Backed MGA P&C
01/02/18 2018 OneGroup NY, Inc. Penna & Associates Agency, Inc. NY Bank or Thrift Retail P&C
01/02/18 2018 Sunstar Insurance Group, LLC Town & Country Insurance Agency, Inc. AR Independent Agency/Broker- Private Capital Backed Retail P&C
01/01/18 2018 Acrisure, LLC Undisclosed Insurance Agency IL Independent Agency/Broker- Private Capital Backed Retail P&C
01/01/18 2018 Arthur J. Gallagher & Co. Market Financial Group Ltd./Austin Consulting Group Inc. IL Public Broker Retail Multi Line
01/01/18 2018 BroadStreet Partners, Inc. Book of Business Independent Agency/Broker- Private Capital Backed Retail P&C
01/01/18 2018 BroadStreet Partners, Inc. Certain insurance assets Independent Agency/Broker- Private Capital Backed Retail Multi Line
01/01/18 2018 BroadStreet Partners, Inc. Certain insurance assets Independent Agency/Broker- Private Capital Backed Retail P&C
01/01/18 2018 BroadStreet Partners, Inc. Undisclosed Insurance Agency KY Independent Agency/Broker- Private Capital Backed Retail Multi Line
01/01/18 2018 Eastern Bank Corporation Southeastern Insurance Agency, Inc. MA Bank or Thrift Retail Multi Line
01/01/18 2018 Undisclosed buyer Healthcare Professional Services, Inc. GA Independent Agency/Broker Retail P&C
01/01/18 2018 Winona Agency Western Insurance Agency, Inc. MN Independent Agency/Broker Retail Multi Line
01/01/18 2018 WTPhelan & Co. Insurance Agency, Inc. Bateman Insurance Agency, Inc. MA Independent Agency/Broker Retail P&C
01/01/18 2018 WTPhelan & Co. Insurance Agency, Inc. McQueen Insurance Agency, Inc. MA Independent Agency/Broker Retail P&C
12/31/17 2017 Acrisure, LLC Undisclosed Insurance Agency CA Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/31/17 2017 Acrisure, LLC Undisclosed Insurance AgencyShepherd Insurance, LLC MI Independent Agency/Broker- Private Capital Backed Retail Multi Line
12/30/17 2017 Seeman Holtz Property and Casualty, Inc. J & A Insurance & More, Inc. FL Independent Agency/Broker- Private Capital Backed Retail P&C
12/29/17 2017 First United Bank and Trust Company Ledbetter Insurance Agency, LLC OK Bank or Thrift Retail P&C
12/29/17 2017 Seeman Holtz Property and Casualty, Inc. Dash Insurance Agency TX Independent Agency/Broker- Private Capital Backed Retail P&C
12/28/17 2017 Aebly & Associates, Inc. Alfred W. Dye Agency & F.J. Marshall NY Independent Agency/Broker Retail P&C
12/27/17 2017 RightSure Insurance Group Auto & Property Insurance Solutions CA Independent Agency/Broker Retail P&C
12/21/17 2017 Risk Strategies Company, LLC Tikia Consulting Group, Inc. LA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
12/20/17 2017 Maritime Insurance, LLC Maritime Insurance Services Inc. MD Independent Agency/Broker Retail P&C
12/19/17 2017 Hanson Insurance Group Corvallis Insurance Services, Inc. OR Independent Agency/Broker Retail P&C
12/19/17 2017 Hanson Insurance Group Stineff Insurance Services OR Independent Agency/Broker Retail P&C
12/17/17 2017 Seeman Holtz Property and Casualty, Inc. J&A Insurance Agency FL Independent Agency/Broker- Private Capital Backed Retail P&C
12/15/17 2017 Galveston Insurance Associates Truman Taylor Insurance Agency, Inc. TX Independent Agency/Broker Retail Multi Line
12/15/17 2017 USI Holdings Corporation Insurance Services Group, Inc. MD Independent Agency/Broker- Private Capital Backed Retail P&C
12/14/17 2017 Leavitt Group Enterprises, Inc. Pulford Insurance Agency, Inc. CA Independent Agency/Broker Retail Multi Line
12/12/17 2017 Digital Insurance, Inc. Ruggieri Consulting Group, LLC NY Independent Agency/Broker- Private Capital Backed Retail EB & Consulting