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 |
|---|---|---|---|---|---|---|---|---|
| 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 | |
| 08/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/01/17 | 2017 | Fred C. Church, Inc. | Duble & O'Hearn, Inc. | CT | Independent Agency/Broker | Retail | P&C | |
| 08/01/17 | 2017 | Hub International Limited | East West Insurance Services Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/01/17 | 2017 | NFP Corp. | Beacon Insurance Group, Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/01/17 | 2017 | TrueNorth Companies LLC | Nimble Financial Services, Co | IL | Independent Agency/Broker | Retail | P&C | |
| 07/31/17 | 2017 | Byars|Wright, Inc. | Junkins Yarbrough Corporation | AL | Independent Agency/Broker | Retail | P&C | |
| 07/31/17 | 2017 | DeWitt Insurance Agency, Inc. | Darley Insurance Agency, Inc. | GA | Independent Agency/Broker | Retail | P&C | |
| 07/31/17 | 2017 | Hub International Limited | Undisclosed Insurance Agency | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 07/31/17 | 2017 | InterWest Insurance Services, LLC | EPIC Petaluma Book of business | CA | Independent Agency/Broker | Retail | Multi Line | |
| 07/28/17 | 2017 | Oak Hill Capital Partners | EPIC Insurance Brokers & Consultants | CA | Other Buyer | Retail | Multi Line | |
| 07/27/17 | 2017 | Hudson United Insurance Services, LLC | Rockland Insurance Agency | NY | Independent Agency/Broker | Retail | Multi Line | |
| 07/26/17 | 2017 | Digital Insurance, Inc. | Legacy Capital Group | AR | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 07/26/17 | 2017 | Markel Corporation | State National Companies, Inc. | TX | Insurance Company | MGA | P&C | |
| 07/26/17 | 2017 | Windermere Insurance Group LLC | Greenspon and Associates, Inc. | NC | Insurance Company | Retail | Multi Line | |
| 07/25/17 | 2017 | AssuredPartners, Inc. | Front Range Insurance Group, LLC | CO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 07/25/17 | 2017 | Digital Insurance, Inc. | The Benefits Agency at JJ Wade & Associates | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 07/25/17 | 2017 | G.F.H. Insurance Agency, Inc. | Peyton Cheely & Woodle Inc. | VA | Independent Agency/Broker | Retail | P&C | |
| 07/25/17 | 2017 | Leavitt Group Enterprises, Inc. | Volk & Associates Insurance Agency, Inc. | CO | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/25/17 | 2017 | Risk Strategies Company, LLC | Anderson Corporate Solutions, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 07/25/17 | 2017 | Ryan Specialty Group, LLC | N-Surance Outlets | GA | Independent Agency/Broker | Wholesale | P&C | |
| 07/25/17 | 2017 | U.S. Risk Insurance Group, Inc. | Strategic Insurance Underwriters | FL | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 07/24/17 | 2017 | U.S. Risk Insurance Group, Inc. | Strategic Insurance Underwriters | FL | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 07/20/17 | 2017 | Prime Risk Partners, Inc. | Green Owens Insurance | IN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 07/19/17 | 2017 | Nexus Underwriting Management Limited | Zon Re Personal Accident (“PA”) Treaty Reinsurance | CT | Independent Agency/Broker | Wholesale | P&C | |
| 07/19/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Behrooz Meimand Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/19/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | DFW Trucking | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/17/17 | 2017 | EverGuard Insurance Services Inc. | Anchor Bay Insurance Managers | WA | Independent Agency/Broker | Wholesale | P&C | |
| 07/17/17 | 2017 | General Indemnity Group, LLC | Surety Support Services, Inc. | KS | Insurance Company | Retail | P&C | |
| 07/17/17 | 2017 | JenCap Holdings | Special Risks Facilities, Inc | MI | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 07/14/17 | 2017 | Morse Insurance Agency, Inc. | Quaglia Insurance Agency | MA | Independent Agency/Broker | Retail | P&C | |
| 07/13/17 | 2017 | First Choice Bank | NorthBridge Insurance Agency, Inc. | MS | Bank or Thrift | Retail | P&C | |
| 07/12/17 | 2017 | Alliant Insurance Services | Whitboy, Inc./Boynton & Boynton | NJ | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 07/11/17 | 2017 | Hub International Limited | Unilite Insurance Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/10/17 | 2017 | Engle-Hambright & Davies, Inc. | Whalen Insurance Associates, Inc. | PA | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/07/17 | 2017 | McGowan Companies | North American Professional Liability Insurance Agency, LLC | MA | Independent Agency/Broker | MGA | P&C | |
| 07/07/17 | 2017 | Pioneer Savings Bank | Capital Region Strategic Employee Benefit Services, LLC | NY | Bank or Thrift | Retail | EB & Consulting | |
| 07/03/17 | 2017 | U.S. Risk Insurance Group, Inc. | IMS London American Brokerage & Underwriting | TX | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 07/01/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency | AK | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 07/01/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 07/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/01/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | MN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/01/17 | 2017 | BroadStreet Partners, Inc. | Book of Business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 07/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 07/01/17 | 2017 | Fleming & Riles Insurance | Brown Detherage Insurance | GA | Independent Agency/Broker | Retail | P&C | |
| 07/01/17 | 2017 | NFP Corp. | DGU Insurance Associates, LLC | FL | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 07/01/17 | 2017 | NFP Corp. | Roux Agency, Inc. | ME | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/30/17 | 2017 | A.N. Ansay & Associates, Inc. | Wojita Hanse Insurance Agency | WI | Independent Agency/Broker | Retail | Multi Line | |
| 06/30/17 | 2017 | Ascension Insurance, Inc. | Personal and small commercial lines book of business | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/30/17 | 2017 | Cashmere Valley Bank | Elliott Insurance Service, Inc. | WA | Bank or Thrift | Retail | P&C | |
| 06/30/17 | 2017 | Cashmere Valley Bank | Gellatly Agency, Inc. | WA | Bank or Thrift | Retail | P&C | |
| 06/30/17 | 2017 | Crest Insurance Group, LLC | Troon Insurance Services, Inc. | AZ | Independent Agency/Broker | Retail | Multi Line | |
| 06/30/17 | 2017 | Iron Ridge Insurance Services | Zehner & Associates | FL | Independent Agency/Broker | MGA | P&C | |
| 06/30/17 | 2017 | O'Neill & Associates | G. William Collier Agency | NJ | Independent Agency/Broker | Retail | P&C | |
| 06/30/17 | 2017 | Wortham L.L.C | Benefits, Inc. | TX | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/29/17 | 2017 | Higginbotham & Associates, Inc. | Jeannette Blanton Insurance Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/28/17 | 2017 | Kraus-Anderson Insurance | Dennis J. Linder & Associates | MN | Independent Agency/Broker | Retail | P&C | |
| 06/27/17 | 2017 | USI Holdings Corporation | Wells Fargo Insurance Services USA, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 06/26/17 | 2017 | OceanPoint Financial Partners, MHC | Christopher & Regan Insurance Inc. | RI | Bank or Thrift | Retail | Multi Line | |
| 06/23/17 | 2017 | PayneWest Insurance, Inc. | Stieg & Associates Insurance, Inc. | MT | Independent Agency/Broker | Retail | P&C | |
| 06/22/17 | 2017 | Bridger | SCJ Insurance Services | CA | Other Buyer | MGA | P&C | |
| 06/22/17 | 2017 | FFI Holdings PLC | Reel Media, LLC | CA | Other Buyer | Retail | P&C | |
| 06/21/17 | 2017 | Confie Seguros Insurance Services | EZ Insurance Services LLC | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/21/17 | 2017 | Confie Seguros Insurance Services | Louis P. Ferrari Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/21/17 | 2017 | Confie Seguros Insurance Services | Rodney D. Young Insurance Agency, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/21/17 | 2017 | Confie Seguros Insurance Services | Tremont Spirit Insurance, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/21/17 | 2017 | Confie Seguros Insurance Services | Valletta Insurance Agency, LLC | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/21/17 | 2017 | NFP Corp. | Associated Insurance Centers, LLC | VA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/20/17 | 2017 | AssuredPartners, Inc. | Benefit Resource Group | NV | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 06/20/17 | 2017 | B.P. Marsh North America Ltd. | XPT Group LLC | NY | Other Buyer | Wholesale | P&C | |
| 06/20/17 | 2017 | Brown & Brown, Inc. | Spann Insurance, Inc. | TN | Public Broker | Retail | Multi Line | |
| 06/20/17 | 2017 | DTRT Insurance Group | Insurance Authority, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 06/20/17 | 2017 | Kaplansky Insurance Agency, Inc. | George Gath Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 06/20/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Direct Choice Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/19/17 | 2017 | Arrowhead General Insurance Agency Inc. | TriCoast Insurance Services, LLC | CA | Independent Agency/Broker | Retail | P&C | |
| 06/19/17 | 2017 | Dean Insurance Agency, Inc. | Sumnar-Scholl Insurance Agency, Inc. | MI | Independent Agency/Broker | Retail | Multi Line | |
| 06/17/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Florida Protect | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/17/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Frank Naclerio | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/17/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Torres Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/14/17 | 2017 | Southerland Insurance Agency | Tiger Insurance Agency | AR | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/12/17 | 2017 | J.M. Wilson Corporation | Klinger Associates, Inc. | IN | Independent Agency/Broker | Wholesale | P&C | |
| 06/09/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Vincent, Urban, Walker & Associates, Inc. | WI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/08/17 | 2017 | Arthur J. Gallagher & Co. | Northern Star Insurance Services | TX | Public Broker | Retail | EB & Consulting | |
| 06/08/17 | 2017 | Farmers Bankshares, Inc. | Manry Rawls, LLC | VA | Bank or Thrift | Retail | P&C | |
| 06/08/17 | 2017 | Hub International Limited | Henry M. Murray Agency, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/07/17 | 2017 | Hub International Limited | Brady Insurance Planning | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 06/07/17 | 2017 | Leavitt Group Enterprises, Inc. | Heavin & Associates and Arvak Insurance Group | TX | Independent Agency/Broker | Retail | Multi Line | |
| 06/06/17 | 2017 | Arthur J. Gallagher & Co. | Ann Arbor Business Advisors, LLC | MI | Public Broker | Retail | EB & Consulting | |
| 06/06/17 | 2017 | Arthur J. Gallagher & Co. | Armstrong/Robitaille/Riegle Inc. | MI | Public Broker | Retail | Multi Line | |
| 06/05/17 | 2017 | Brookside Equity Partners LLC | Associates Underwriting Limited, L.L.C. | CA | Other Buyer | Retail | P&C | |
| 06/05/17 | 2017 | Cross Insurance | Appleby & Wyman Insurance Agency Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 06/02/17 | 2017 | Element Group LLC | Rhodes Insurance Agency, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
| 06/02/17 | 2017 | Hub International Limited | Paul Hanson Partners Specialty Insurance Solutions | CA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 06/01/17 | 2017 | Acrisure, LLC | FreedomCare Benefits, LLC | NV | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 06/01/17 | 2017 | Acrisure, LLC | Self Insured Solutions, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 06/01/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 06/01/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency | CT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 06/01/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency | MI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 06/01/17 | 2017 | Acrisure, LLC | Undisclosed Insurance agency | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/17 | 2017 | Acrisure, LLC | Undisclosed Insurance agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/17 | 2017 | Alera Group, Inc. | AIC Denver, LLC | CO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 06/01/17 | 2017 | Alera Group, Inc. | Group Benefits, LLC | TN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 06/01/17 | 2017 | Andrew Agency, Inc. | Wood Insurance Agency, Inc. | VA | Independent Agency/Broker | Retail | P&C | |
| 06/01/17 | 2017 | AssuredPartners, Inc. | Alkali, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 06/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 06/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 06/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 06/01/17 | 2017 | BroadStreet Partners, Inc. | David Paulson Agency Inc. | MN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 06/01/17 | 2017 | CBIZ, Inc. | Slaton Insurance | FL | Public Broker | Retail | P&C | |
| 06/01/17 | 2017 | Hub International Limited | Ponce de Leon Insurance Group, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/17 | 2017 | John L. Wortham & Son, L.P. | Lucien Wright Insurance Services, Inc | TX | Independent Agency/Broker | Retail | Multi Line | |
| 06/01/17 | 2017 | Private investors Mr. Charles Scrabis & Mr. Wes Timko | Hayward Brown, Inc. | FL | Other Buyer | Retail | Multi Line | |
| 05/31/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting |
