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 |
|---|---|---|---|---|---|---|---|---|
| 12/07/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/07/17 | 2017 | Arthur J. Gallagher & Co. | SouthCap Brokerage Group, LLC | IL | Public Broker | Wholesale | P&C | |
| 12/07/17 | 2017 | AssuredPartners, Inc. | Owen-Dunn Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/06/17 | 2017 | AssuredPartners, Inc. | Sachs Walsh Insurance | CT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/06/17 | 2017 | Gunn Mowery, LLC | Doug Wallick Insurance Agency | PA | Independent Agency/Broker | Retail | P&C | |
| 12/05/17 | 2017 | AssuredPartners, Inc. | English Insurance Group, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/05/17 | 2017 | Hub International Limited | Contractor's Services, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/05/17 | 2017 | Hub International Limited | Surety Services, LLC. | MD | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 12/05/17 | 2017 | PDX Partners Inc. | Atoma Advisors | OR | Other Buyer | Retail | Multi Line | |
| 12/04/17 | 2017 | Distinguished Programs Holdings LLC | American Hole 'N One, Inc. | GA | Independent Agency/Broker | MGA | P&C | |
| 12/04/17 | 2017 | Hub International Limited | Desert Empire Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | NV | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/17 | 2017 | Acrisure, LLC | VCG Consultants LLC | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/01/17 | 2017 | Alera Group, Inc. | Armstrong/Robitaille/Riegle Business and Insurance Solutions | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/17 | 2017 | Alera Group, Inc. | Employee benefits division of Walker, Higgins & Assoc. LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/01/17 | 2017 | Alera Group, Inc. | Hallberg Commercial Insurors, Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/17 | 2017 | Arthur J. Gallagher & Co. | Weiss Insurance Agencies, Inc. | IL | Public Broker | Retail | Multi Line | |
| 12/01/17 | 2017 | BroadStreet Partners, Inc. | Certain insurance assets | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | ||
| 12/01/17 | 2017 | BroadStreet Partners, Inc. | Certain insurance assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 12/01/17 | 2017 | Daniel & Henry Co. | E.H. Nolkemper Insurance Agency, Inc. | IL | Independent Agency/Broker | Retail | P&C | |
| 12/01/17 | 2017 | General Indemnity Group, LLC | Freestate Bonds, Inc. | MD | Insurance Company | Retail | P&C | |
| 12/01/17 | 2017 | Hilb Group LLC | Insurance Trustees, Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/17 | 2017 | InterWest Insurance Services, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker | Retail | P&C | |
| 11/30/17 | 2017 | Prime Risk Partners, Inc. | McDermott & Thomas Associates, LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/28/17 | 2017 | Evergreen P&C Insurance Agency, Inc. | MSN Insurance Brokers, LLC | FL | Independent Agency/Broker | Retail | P&C | |
| 11/28/17 | 2017 | Prime Risk Partners, Inc. | HBG Insurance & Bonds | IN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/27/17 | 2017 | Hub International Limited | Summit Financial Corp./Summit Financial Insurance Agency Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/26/17 | 2017 | Fey Bruder Insurance Advisors | Beaton Insurance Agency, LLC | OH | Independent Agency/Broker | Retail | P&C | |
| 11/21/17 | 2017 | NFP Corp. | KGS Insurance Services, LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/20/17 | 2017 | NFP Corp. | Financial Benefit Services, LLC | MD | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/20/17 | 2017 | The Carlyle Group | BenefitMall, Inc. | TX | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/18/17 | 2017 | Gary Thompson Agency, Inc. | Franklin Insurance Agency, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
| 11/17/17 | 2017 | Boston Insurance Brokerage, Inc. | Protx Risk Management LLC | NJ | Independent Agency/Broker | MGA | P&C | |
| 11/15/17 | 2017 | Hilb Group LLC | IOA Northeast NY, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/15/17 | 2017 | Reschini Agency, Inc. | S&T-Evergreen Insurance, LLC | PA | Independent Agency/Broker | Retail | Multi Line | |
| 11/14/17 | 2017 | AssuredPartners, Inc. | Odom Scruggs | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/14/17 | 2017 | Hilb Group LLC | David Hill & Associates, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/14/17 | 2017 | Hilb Group LLC | HR Knowledge (HRK) | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/13/17 | 2017 | Arthur J. Gallagher & Co. | Associated Insurance Services, Inc. | CA | Public Broker | Retail | P&C | |
| 11/13/17 | 2017 | JenCap Holdings | A.I.I. Insurance Brokerage | MA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 11/13/17 | 2017 | JenCap Holdings | Agency Intermediaries | CT | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 11/10/17 | 2017 | Red Hill Insurance Agency, LLC | Byse Agency, Inc | NH | Independent Agency/Broker | Retail | P&C | |
| 11/10/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Check Out Insurance, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/10/17 | 2017 | Spencer Capital Holdings | McDub Enterprise, Inc. | CA | Other Buyer | Retail | P&C | |
| 11/09/17 | 2017 | Hub International Limited | Wells Fargo Crop Insurance Agency | SD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/08/17 | 2017 | Armada Risk Partners, LLC | Reaume Company | MI | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/07/17 | 2017 | Sokol Insurance Agency, LLC | Eisenberg Insurance | OH | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/06/17 | 2017 | Madison Dearborn Partners, LLC | AmTrust Financial Services (transfer of 51% equity to MDP) | NY | Other Buyer | MGA | P&C | |
| 11/03/17 | 2017 | Evergreen P&C Insurance Agency, Inc. | Pro Surety Bond Inc. | NV | Independent Agency/Broker | Retail | P&C | |
| 11/02/17 | 2017 | Acrisure, LLC | Demetriou General Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 11/02/17 | 2017 | Acrisure, LLC | Triple Crown Insurance Brokerage, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/02/17 | 2017 | Hub International Limited | Axella Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/02/17 | 2017 | Vanbridge LLC | Universal Insurance Services, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/17 | 2017 | Acrisure, LLC | DGA Master Financial, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | MO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/01/17 | 2017 | Alera Group, Inc. | Flagship Healthcare | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/17 | 2017 | Alera Group, Inc. | Healthfirst Benefits, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/01/17 | 2017 | Alera Group, Inc. | Undisclosed insurance agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/17 | 2017 | AssuredPartners, Inc. | The Hartfield Company, Inc | IN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | ||
| 11/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 11/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 11/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 11/01/17 | 2017 | Hub International Limited | Undisclosed Insurance Agency | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/17 | 2017 | NFP Corp. | Equias Alliance, LLC | MN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/01/17 | 2017 | NFP Corp. | TC Insurance Services | NV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/17 | 2017 | Risk Strategies Company, LLC | Benefits Network Insurance Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/31/17 | 2017 | B.P. Marsh North America Ltd. | Western Security Surplus Insurance Brokers, Inc. | TX | Other Buyer | MGA | P&C | |
| 10/31/17 | 2017 | BroadStreet Partners, Inc. | Benton and Parker Company, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/31/17 | 2017 | BroadStreet Partners, Inc. | Cord & Wilburn, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/31/17 | 2017 | Cross Insurance | Holden Agency/Employee Benefits Solutions Inc. | ME | Independent Agency/Broker | Retail | Multi Line | |
| 10/31/17 | 2017 | HealthMarkets, Inc. | Teamup Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | |
| 10/31/17 | 2017 | Insurance Center, Inc. | Insurance Specialists Group, LLC | KS | Independent Agency/Broker | Retail | Multi Line | |
| 10/31/17 | 2017 | Quincy Mutual Fire Insurance Company | Brendon Potter Insurance Agency | MA | Insurance Company | Retail | P&C | |
| 10/31/17 | 2017 | Risk Strategies Company, LLC | Delmarva Surety Associates Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/30/17 | 2017 | NFP Corp. | Benefits Network, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/26/17 | 2017 | Coastal Wealth, LLC | Arven Financial, LLC | FL | Other Buyer | Retail | P&C | |
| 10/26/17 | 2017 | Prime Risk Partners, Inc. | Gunn, Steers & Company, LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/26/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Confimex Services Insurance | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/25/17 | 2017 | EPIC (Edgewood Partners Insurance Center) | Frenkel & Company Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/25/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Williams & Associates Insurance, Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/24/17 | 2017 | Hilb Group LLC | Barnich, Kavanaugh & Cooper, Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/24/17 | 2017 | Levinson & Associates, Inc. | Creekmore Insurance Group, Inc. | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 10/23/17 | 2017 | Ryan Specialty Group, LLC | Oxford Insurance Services LLC | TX | Independent Agency/Broker | MGA | P&C | |
| 10/23/17 | 2017 | Teachers Credit Union | C W Winey Inc. | IN | Independent Agency/Broker | Retail | P&C | |
| 10/20/17 | 2017 | KMRD Partners, Inc. | R & E Martin Insurance Associates, Inc./dba Kueny Insurance | PA | Independent Agency/Broker | Retail | P&C | |
| 10/18/17 | 2017 | AssuredPartners, Inc. | Hope Aviation Insurance, Inc. | SC | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 10/18/17 | 2017 | Brown & Brown, Inc. | Alford Staples Lapeyre & Robichaux, L.L.C. | LA | Public Broker | Retail | EB & Consulting | |
| 10/17/17 | 2017 | AssuredPartners, Inc. | Risk management specialty agency | FL | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 10/17/17 | 2017 | AssuredPartners, Inc. | Synergy Professional Associates, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 10/17/17 | 2017 | Hub International Limited | Graffam Insurance Group | ME | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/16/17 | 2017 | AmWINS Group | MountainGuard and DealerGuard | Independent Agency/Broker- Private Capital Backed | MGA | P&C | ||
| 10/16/17 | 2017 | Arthur J. Gallagher & Co. | Reynolds & Rodar Insurance Group Inc | NM | Public Broker | Retail | Multi Line | |
| 10/16/17 | 2017 | Brown & Brown, Inc. | Universal Benefit Solutions, L.L.C. | SC | Public Broker | Retail | EB & Consulting | |
| 10/11/17 | 2017 | Cross Insurance | McCrillis & Eldredge Insurance, Inc. | NH | Independent Agency/Broker | Retail | P&C | |
| 10/11/17 | 2017 | Hub International Limited | Marwil & Associates, LLC | MI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/11/17 | 2017 | Leavitt Group Enterprises, Inc. | Group Services Northwest | WA | Independent Agency/Broker | Retail | EB & Consulting | |
| 10/10/17 | 2017 | Acrisure, LLC | TJB Agencies, LLC | MN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/09/17 | 2017 | Hub International Limited | Kenneth A. Murray Insurance, Inc. | AK | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/07/17 | 2017 | General Indemnity Group, LLC | South Coast Surety Insurance Services Inc. | CA | Insurance Company | MGA | P&C | |
| 10/06/17 | 2017 | Hub International Limited | Banyan Consulting Group, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/06/17 | 2017 | Wauna Federal Credit Union | Tri City Insurance Inc. | OR | Bank or Thrift | Retail | P&C | |
| 10/05/17 | 2017 | Hub International Limited | Costello & Sons Insurance Brokers, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/04/17 | 2017 | Hub International Limited | Capitol Special Risks, Inc. | GA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 10/03/17 | 2017 | Higginbotham & Associates, Inc. | M.J. Kilpatrick Insurance Agency, Inc | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/03/17 | 2017 | Hub International Limited | Baker & Associates, Inc. | AK | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/02/17 | 2017 | Hub International Limited | Rural Alaska Insurance Agency, Inc. | AK | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/02/17 | 2017 | Mel Foster Co., Inc. | Frazier & Associates, Inc. | IA | Independent Agency/Broker | Retail | Multi Line | |
| 10/02/17 | 2017 | Paragon Insurance Holdings, LLC | Alteris/specialty lines of business | MI | Independent Agency/Broker | MGA | P&C | |
| 10/01/17 | 2017 | Acrisure, LLC | Jim Mooradian and Associates, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/01/17 | 2017 | Alera Group, Inc. | Axis Benefits Consultants, Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/01/17 | 2017 | Alera Group, Inc. | Employer Concepts Insurance Services Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/01/17 | 2017 | Alera Group, Inc. | Jack Jeatran & Associates, Inc. | WI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/01/17 | 2017 | Alera Group, Inc. | Simpson McCrady Benefits LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/01/17 | 2017 | Community Insurance, LLC | Greeneville office of Price and Ramey Inc. | TN | Independent Agency/Broker | Retail | Multi Line | |
| 10/01/17 | 2017 | Hilb Group LLC | CNC Insurance Associates, Inc. | DE | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/17 | 2017 | NFP Corp. | EverGuard Insurance Services, Inc. | WA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 10/01/17 | 2017 | Peoples Bancorp, Inc. | Eastern, Boger & Gower Insurance Services, Inc. | OH | Bank or Thrift | Retail | P&C | |
| 09/28/17 | 2017 | Digital Insurance, Inc. | Group Benefit Solutions, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/27/17 | 2017 | Alliant Insurance Services | Kohlberg Kravis Roberts & Co. L.P. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/27/17 | 2017 | Rose & Kiernan, Inc. | SEFCU Insurance Agency Commercial Property and Casualty and Employee Benefits | NY | Independent Agency/Broker | Retail | Multi Line | |
| 09/26/17 | 2017 | USI Holdings Corporation | David M. Banet & Associates, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 09/25/17 | 2017 | Arthur J. Gallagher & Co. | Premier Insurance, LLC dba Lutgert Insurance | FL | Public Broker | Retail | Multi Line | |
| 09/25/17 | 2017 | Ashley Insurance, Inc. | Harrington Insurance, Inc. | MD | Independent Agency/Broker | Retail | Multi Line | |
| 09/25/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Insurance Solutions Group, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/22/17 | 2017 | Professional Agencies, LLC | Lawrenz Family Insurance Agency | TX | Independent Agency/Broker | Retail | P&C | |
| 09/22/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | RateGenius Insurance Agency Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/21/17 | 2017 | Digital Insurance, Inc. | Zenefits | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/21/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | David/Greg Insurance Consultants, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/19/17 | 2017 | Risk Strategies Company, LLC | Anderson & Jacoby Insurance Consultants | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/18/17 | 2017 | Hub International Limited | Benefit Advisory Group LLC | LA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/15/17 | 2017 | Fifth Third Bancorp | / Epic Insurance Solutions Agency, LLC | KY | Bank or Thrift | Retail | Multi Line | |
| 09/15/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Dern & Company | WI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/14/17 | 2017 | Aquiline Holdings LLC | Liberty Financial Resources, Inc. | OH | Other Buyer | Retail | EB & Consulting | |
| 09/14/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Mark Ellis Insurance Company | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/13/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Stirling Insurance Services, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/11/17 | 2017 | Arthur J. Gallagher & Co. | Franklin-Case Agency, LLC | NJ | Public Broker | Retail | P&C | |
| 09/11/17 | 2017 | Hub International Limited | Stellarus Benefits Inc. | WI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/07/17 | 2017 | Arthur J. Gallagher & Co. | Lincoln Financial Management, LLC | NE | Public Broker | Retail | EB & Consulting | |
| 09/07/17 | 2017 | AssuredPartners, Inc. | Herlong Bates Burnett Insurance, Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/07/17 | 2017 | Hub International Limited | Monarch E&S Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 09/06/17 | 2017 | Lake Michigan Credit Union | Muskegon Insurance Agency, Inc. | MI | Other Buyer | Retail | P&C | |
| 09/06/17 | 2017 | Tokio Marine HCC | Bail USA, Inc. | PA | Other Buyer | Wholesale | P&C | |
| 09/05/17 | 2017 | Hub International Limited | Executive Risk Management Limited | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/05/17 | 2017 | Risk Strategies Company, LLC | Cornerstone Professional Liability Consultants, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/01/17 | 2017 | Acrisure, LLC | Professional Group Marketing, Inc. | NY | Independent Agency/Broker- Private Capital Backed | MGA | EB & Consulting | |
| 09/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | AR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | AR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | AR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | AR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/17 | 2017 | Alera Group, Inc. | West Park Insurance, LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/17 | 2017 | Alera Group, Inc. | Zinn Insurance Agency | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/01/17 | 2017 | Aquesta Bank | Paladin Insurance Group, LLC | SC | Bank or Thrift | Retail | Multi Line | |
| 09/01/17 | 2017 | First Light Program Managers, Inc. | Piedmont Transportation Underwriters, Inc. | NC | Independent Agency/Broker | MGA | P&C | |
| 09/01/17 | 2017 | Hilb Group LLC | Mid-State Insurance Agency Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/01/17 | 2017 | Sunstar Insurance Group, LLC | P&C Insurance business | Independent Agency/Broker | Retail | P&C | ||
| 09/01/17 | 2017 | U.S. Retirement Partners | Chimienti & Associates, Inc. | CA | Independent Agency/Broker- Private Capital Backed | MGA | EB & Consulting | |
| 09/01/17 | 2017 | U.S. Retirement Partners | SF&C Ins. Assoc. Inc./Select Bnfts Comms Grp LLC | MD | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 08/30/17 | 2017 | Element Risk Management | Russell Insurance Agency, Inc. | VA | Independent Agency/Broker | Retail | P&C | |
| 08/29/17 | 2017 | Evergreen P&C Insurance Agency, Inc. | Micah Bleecher Insurance, Inc. | NV | Independent Agency/Broker | MGA | P&C | |
| 08/23/17 | 2017 | Kish Bancorp, Inc. | Benefit Management Group, Inc. | PA | Bank or Thrift | Retail | EB & Consulting | |
| 08/23/17 | 2017 | World Insurance Associates, LLC | Bruen Deldin Didio Associates Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 08/22/17 | 2017 | ACUITY, A Mutual Insurance Company | Arapaho General Agency, Inc. | TX | Insurance Company | MGA | P&C | |
| 08/21/17 | 2017 | Brown & Brown, Inc. | Herronpalmer, LLC | IN | Public Broker | Retail | EB & Consulting | |
| 08/21/17 | 2017 | First Bancorp | Bear Insurance Service, Inc. | NC | Bank or Thrift | Retail | P&C | |
| 08/18/17 | 2017 | U.S. Risk Insurance Group, Inc. | B&H Risk Services, Inc. | TX | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 08/17/17 | 2017 | Arthur J. Gallagher & Co. | Ballard Benefit Works, Inc. | MI | Public Broker | Retail | EB & Consulting | |
| 08/17/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Agency Acquisitions, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/16/17 | 2017 | Higginbotham & Associates, Inc. | Dike Company, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/16/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Primera Capital Auto & Tax Services | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/15/17 | 2017 | RightSure Insurance Group | Arizona Economy Insurance, Inc. | AZ | Independent Agency/Broker | Retail | P&C | |
| 08/14/17 | 2017 | Acrisure, LLC | Northrim Benefits Group, LLC | AK | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/14/17 | 2017 | AssuredPartners, Inc. | Naught - Naught Insurance Agency, Inc. | MO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/14/17 | 2017 | Brown & Brown, Inc. | Shenkel Insurance Agency, Inc | MA | Public Broker | Retail | P&C | |
| 08/11/17 | 2017 | NFP Corp. | Teifeld & Company Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/10/17 | 2017 | Rothenberger Insurance Services, LLC | Advocate Insurance, Inc. | PA | Independent Agency/Broker | Retail | Multi Line | |
| 08/10/17 | 2017 | Schinnerer Group | International Catastrophe Insurance Managers LLC | CO | Independent Agency/Broker | MGA | P&C | |
| 08/09/17 | 2017 | AssuredPartners, Inc. | Triton | LA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/09/17 | 2017 | BroadStreet Partners, Inc. | Widerman & Co. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/09/17 | 2017 | Centerbridge Partners, L.P. | Davis Vision Inc. | TX | Other Buyer | Retail | EB & Consulting | |
| 08/09/17 | 2017 | Hub International Limited | Coordinated Resources Group, LLC | OR | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 08/08/17 | 2017 | Hub International Limited | Rogers, Gunter, Vaughn Insurance, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/08/17 | 2017 | NSI Insurance Group | Southeast Insurance, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | |
| 08/07/17 | 2017 | Palmer & Cay, LLC | Millennium Benefits Consulting, Inc. | GA | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/07/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | R. Wine Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/04/17 | 2017 | Hub International Limited | Bianchi & Assoc., Inc. | NM | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 08/03/17 | 2017 | AssuredPartners, Inc. | Dale McCurley (dba Midlothian Insurance Agency) | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/03/17 | 2017 | Brown & Brown, Inc. | Clairmont Financial Group, LLC | MN | Public Broker | Retail | EB & Consulting | |
| 08/03/17 | 2017 | TowneBank | W. A. Moore & Company, Inc. | NC | Other Buyer | Retail | Multi Line | |
| 08/02/17 | 2017 | Hub International Limited | Steve Mariani Insurance LLP | MT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 08/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | MO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 08/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 08/01/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting |