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 |
|---|---|---|---|---|---|---|---|---|
| 07/22/25 | 2025 | Inszone Insurance Services | McFarland Commercial Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 07/22/25 | 2025 | World Insurance Associates, LLC | Mossbrook & Hicks Insurance Agency, Inc | Independent Agency/Broker | Retail | P&C | ||
| 07/18/25 | 2025 | The Hilb Group | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/18/25 | 2025 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/18/25 | 2025 | IMA Financial Group | FC Underwriters LLC | MGA | P&C | |||
| 07/18/25 | 2025 | King Insurance Agency, Inc. | MGI Assurance Corp | Independent Agency/Broker | Retail | P&C | ||
| 07/17/25 | 2025 | Arthur J. Gallagher & Co. | The Equinox Agency, LLC | PA | Public Broker | Retail | EB & Consulting | Download |
| 07/17/25 | 2025 | COVU | S&G Mitchell Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 07/17/25 | 2025 | Inszone Insurance Services | Snell-Nelson Insurance Agency, Inc. | KS | Independent Agency/Broker | Retail | P&C | Download |
| 07/16/25 | 2025 | Highstreet Insurance Partners, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/16/25 | 2025 | Inszone Insurance Services | Stephenson Baggs & Guthrie, LLC | OK | Independent Agency/Broker | Retail | P&C | Download |
| 07/16/25 | 2025 | Trucordia | Vegas Valley Benefit Plans | NV | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/16/25 | 2025 | Warburg Pincus | Keystone Agency Partners LLC | PA | Other Buyer | Retail | Multi Line | Download |
| 07/15/25 | 2025 | Compass Group | Kleppinger Insurance LLC | Independent Agency/Broker | Retail | P&C | ||
| 07/15/25 | 2025 | King Risk Partners | Cummings Insurance | SC | Independent Agency/Broker | Retail | P&C | Download |
| 07/15/25 | 2025 | Oakbridge Insurance Agency | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/15/25 | 2025 | Patriot Growth Insurance Services | Legacy Insurance Solutions, LLC | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/14/25 | 2025 | Afore Insurance Services | TailoredRisk Insurance Advisors, LLC | FL | Independent Agency/Broker | Retail | P&C | Download |
| 07/14/25 | 2025 | AmeriLife Group | Sterling Bridge Insurance Agency, Inc. | Independent Agency/Broker | Wholesale | EB & Consulting | ||
| 07/14/25 | 2025 | Trucordia | Fuhriman Insurance Agency, Inc. | ID | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/11/25 | 2025 | Keystone Agency Partners LLC | Assets Of Charles M. Ohland Agency, LLC | Retail | P&C | |||
| 07/10/25 | 2025 | AmeriLife Group | AgentBoost | UT | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 07/10/25 | 2025 | Jewelers Mutual Group | Personal Jewelry Business of Jewelry Insurance Brokerage of North America | KY | Independent Agency/Broker | Retail | P&C | Download |
| 07/10/25 | 2025 | Oakbridge Insurance Agency LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/10/25 | 2025 | SandStone Partners Health | McBride Insurance Agency, Inc. | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/09/25 | 2025 | Alliant Insurance Services | Giardini Medicare | MI | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 07/09/25 | 2025 | Choice Insurance Agency LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/09/25 | 2025 | OceanAir Federal Credit Union | Larson Insurance Agency, LLC | CA | Bank or Thrift | Retail | P&C | Download |
| 07/08/25 | 2025 | King Risk Partners | T & D EWING, INC. | Independent Agency/Broker | Retail | P&C | ||
| 07/08/25 | 2025 | ALKEME Holdings Corporation | ICON Benefits & Insurance Services Inc | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/08/25 | 2025 | Alliant Insurance Services | MIC Insurance Services INC. | NJ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/08/25 | 2025 | Choice Insurance Agency | Corporate Risk Solutions Inc. | CT | Independent Agency/Broker | Retail | P&C | Download |
| 07/08/25 | 2025 | COVU | Leland Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 07/08/25 | 2025 | Leavitt Group Enterprises | Dudek Insurance Agency | PA | Independent Agency/Broker | Retail | P&C | Download |
| 07/08/25 | 2025 | Mid Penn Bancorp | Charis Insurance Group, Inc. | PA | Bank or Thrift | Retail | P&C | Download |
| 07/07/25 | 2025 | White Mountains Insurance Group | Distinguished Programs Group LLC | NY | Other Buyer | MGA | P&C | Download |
| 07/03/25 | 2025 | Inszone Insurance Services | Chacon Insurance Service, Inc. | CO | Independent Agency/Broker | Retail | P&C | Download |
| 07/02/25 | 2025 | Marsh & McLennan Companies | Excel Insurance, LLC | FL | Public Broker | Retail | P&C | Download |
| 07/01/25 | 2025 | The Hilb Group | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | The Liberty Company Insurance Brokers | Brik City Insurance LLC | Bank or Thrift | Retail | Multi Line | ||
| 07/01/25 | 2025 | Acrisure | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | Alera Group, Inc. | Broadview Capital Management LLC | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | Bishop Street Underwriters | Aerospace Insurance Managers, Inc. | MI | Independent Agency/Broker | MGA | P&C | Download |
| 07/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | BroadStreet Partners | Charter Oak Insurance Agency, Inc. | CT | Independent Agency/Broker | MGA | P&C | Download |
| 07/01/25 | 2025 | BroadStreet Partners | The Reisert Group, LLC | KY | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/01/25 | 2025 | Choice Insurance Agency | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | Choice Insurance Agency LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | Highstreet Insurance Partners | Callis & Associates, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 07/01/25 | 2025 | Highstreet Insurance Partners | Durney Insurance Inc. | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | Highstreet Insurance Partners | Eastside Insurance Services, LLC | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | Highstreet Insurance Partners | Mechelsen, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | Highstreet Insurance Partners | The Rockwell Insurance Group LLC | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | Highstreet Insurance Partners | Undisclosed Retail Industry | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | HUB International Limited | Assets Of Jack A. Socher Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | Keystone Agency Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | Keystone Agency Partners LLC | Undisclosed insurance agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/25 | 2025 | King Risk Partners | Via Insurance Agency | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 07/01/25 | 2025 | Unison Risk Advisors | Gibson Insurance Agency, Inc. | IN | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/01/25 | 2025 | World Insurance Associates, LLC | Green Bay Insurance Center, Inc. | WI | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/01/25 | 2025 | World Insurance Associates, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 06/30/25 | 2025 | Alera Group | Annarummo & Associates Insurance, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 06/30/25 | 2025 | Alera Group | Conway Insurance Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 06/30/25 | 2025 | The Liberty Company Insurance Brokers | Berliner-Gelfand | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/30/25 | 2025 | WalkerHughes Insurance | Apogee Insurance Solutions, LLC | MO | Independent Agency/Broker | Retail | P&C | Download |
| 06/30/25 | 2025 | Woodlands Financial Group | Undisclosed Insurance Agency | Public Broker | Retail | P&C | ||
| 06/27/25 | 2025 | Inszone Insurance Services | Huffmaster Insurance | MO | Independent Agency/Broker | Retail | P&C | Download |
| 06/26/25 | 2025 | Equal Parts | Assurely | TX | Independent Agency/Broker | Wholesale | P&C | Download |
| 06/26/25 | 2025 | Relation Insurance Services | Albert G Ruben | CA | Independent Agency/Broker | Retail | P&C | Download |
| 06/26/25 | 2025 | Relation Insurance Services | Albert G. Ruben Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 06/25/25 | 2025 | ALKEME Holdings Corporation | Blue Horizon Benefits | MA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/25/25 | 2025 | Inszone Insurance Services | Eagle Harbor Insurance, LLC | WA | Independent Agency/Broker | Retail | P&C | Download |
| 06/24/25 | 2025 | ALKEME Holdings Corporation | Blue Valley Insurance Agency | UT | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/24/25 | 2025 | ALKEME Holdings Corporation | Miller & Associates Insurance Advisors | UT | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/24/25 | 2025 | Inszone Insurance Services | Osterts and Associates, LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 06/24/25 | 2025 | OneDigital | Annuity Vault, Inc. | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 06/24/25 | 2025 | OneDigital | Custom Benefit Plans, Inc. | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 06/20/25 | 2025 | COVU | Ford Insurance Agency Inc. | ME | Independent Agency/Broker | Retail | P&C | Download |
| 06/17/25 | 2025 | Inszone Insurance Services | Evers Insurance | AZ | Independent Agency/Broker | Retail | P&C | Download |
| 06/17/25 | 2025 | King Risk Partners | Nobles Insurance Agency, Inc. | NC | Independent Agency/Broker | Retail | P&C | Download |
| 06/17/25 | 2025 | OneDigital Health and Benefits | Reichley Insurance Agency Inc. | OH | Independent Agency/Broker | Retail | P&C | Download |
| 06/17/25 | 2025 | Undisclosed buyer | Fortman Insurance Agency | OH | Independent Agency/Broker | Retail | P&C | Download |
| 06/13/25 | 2025 | ALKEME Holdings Corporation | Buie Insurance | UT | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/13/25 | 2025 | ALKEME Holdings Corporation | Gosset Group Planning LLC | Independent Agency/Broker | Retail | EB & Consulting | ||
| 06/13/25 | 2025 | ALKEME Holdings Corporation | Integrated Brokerage Service | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/13/25 | 2025 | Highstreet Insurance Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 06/12/25 | 2025 | Baldwin Risk Partners | Homebuilder Distribution Network of Hippo | CA | Public Broker | Retail | P&C | Download |
| 06/12/25 | 2025 | Inszone Insurance Services | Denver West Insurance Brokers | CO | Independent Agency/Broker | Retail | P&C | Download |
| 06/11/25 | 2025 | Patriot Growth Insurance Services | E.T. Clauss & Co. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 06/10/25 | 2025 | AAA Central Penn Insurance Agency | Lander Insurance Agency | PA | Independent Agency/Broker | Retail | P&C | Download |
| 06/10/25 | 2025 | Alliant Insurance Services | Johnson Benefit Planning | OR | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/10/25 | 2025 | Brown & Brown | RSC Topco, Inc. | MA | Public Broker | MGA | P&C | Download |
| 06/10/25 | 2025 | King Risk Partners | Cameron Group, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 06/09/25 | 2025 | Unison Risk Advisors | Hatcher Insurance, LLC | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/09/25 | 2025 | Winged Keel Group | Bryanmark Financial Group, Inc. | MO | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/06/25 | 2025 | Blackpoint Holdings | Ukon | CO | Other Buyer | Wholesale | P&C | Download |
| 06/05/25 | 2025 | COVU | Lords Insurance Agency Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 06/05/25 | 2025 | Hub International | Assets of Wycoff Insurance Agency, Inc. | WA | Independent Agency/Broker | Retail | P&C | Download |
| 06/05/25 | 2025 | Hub International | Market Finders, Inc. | NM | Independent Agency/Broker | MGA | P&C | Download |
| 06/05/25 | 2025 | Keystone Agency Partners | Assets of Burgau Insurance Agency, LLC | Independent Agency/Broker | Retail | EB & Consulting | ||
| 06/05/25 | 2025 | Keystone Agency Partners | Assets Of The David Agency Insurance, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 06/05/25 | 2025 | Ryan Specialty Group | Business of JM Wilson Corporation | MI | Public Broker | Wholesale | P&C | Download |
| 06/04/25 | 2025 | Arthur J. Gallagher & Co. | Wilkins & Associates Insurance Services, Inc. | NV | Public Broker | Retail | P&C | Download |
| 06/04/25 | 2025 | Hub International | Assets of Scott Held Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 06/03/25 | 2025 | Accession Risk Management Group | Schroeder Insurance | MO | Independent Agency/Broker | Retail | P&C | Download |
| 06/03/25 | 2025 | Hub International | Fenner and Esler Agency, Inc. | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 06/03/25 | 2025 | Patriot Growth Insurance Services | Brennan & Company | GA | Independent Agency/Broker | Retail | P&C | Download |
| 06/02/25 | 2025 | Duffy Insurance Agency | Saratoga Insurance Agency | MA | Independent Agency/Broker | Retail | P&C | Download |
| 06/02/25 | 2025 | Keystone Agency Partners | Assets of Brown's Insurance Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 06/02/25 | 2025 | Keystone Agency Partners | Assets of Erickson Agency, Inc. | MN | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/02/25 | 2025 | Keystone Agency Partners | Assets of M. Holland & Co., LLC | Independent Agency/Broker | Retail | P&C | ||
| 06/02/25 | 2025 | Leavitt Group Enterprises | Aspen Insurance | CO | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 06/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 06/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 06/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 06/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 06/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 06/01/25 | 2025 | BroadStreet Partners | Yolo Insurance, Inc. | Independent Agency/Broker | Wholesale | P&C | ||
| 06/01/25 | 2025 | Choice Insurance Agency | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 06/01/25 | 2025 | Duffy Insurance Agency | Joseph S. Hills Insurance Agency | MA | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/25 | 2025 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 06/01/25 | 2025 | Heffernan Insurance Brokers | Legacy Insurance Group, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 06/01/25 | 2025 | Johnson & Johnson | Assets of Indemnity Excess And Surplus Agency, Inc. | OR | Independent Agency/Broker | Wholesale | P&C | Download |
| 06/01/25 | 2025 | World Insurance Associates, LLC | ACB Insurance, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 05/31/25 | 2025 | Relation Insurance Services | Assets Of Advantage Insurance Group LLC | OK | Independent Agency/Broker | Retail | P&C | Download |
| 05/29/25 | 2025 | Leavitt Group Enterprises | The Simmons Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 05/28/25 | 2025 | Inszone Insurance Services | Boelzner & Associates Insurance Services Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 05/22/25 | 2025 | COVU | Uno Insurance Services LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 05/22/25 | 2025 | Patriot Growth Insurance Services | The Cashion Company Inc | AR | Independent Agency/Broker | Retail | P&C | Download |
| 05/21/25 | 2025 | Investor group | Acrisure | MI | Other Buyer | Wholesale | P&C | Download |
| 05/21/25 | 2025 | The Liberty Company Insurance Brokers | Hahn Insurance Agency | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 05/20/25 | 2025 | King Risk Partners | Fidens Insurance Brokers | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 05/20/25 | 2025 | Leavitt Group Enterprises | Ingmire-Phillips | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/20/25 | 2025 | Relation Insurance Services | Engle and Associates | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/19/25 | 2025 | Deland, Gibson, Meade & Gale | GV&Y Insurance Agency | MA | Independent Agency/Broker | Retail | P&C | Download |
| 05/16/25 | 2025 | Davis & Towle Insurance Group | Tobey & Merrill Insurance | NH | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/16/25 | 2025 | Hub International | Fifth Avenue | OK | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 05/15/25 | 2025 | Highstreet Insurance Partners | Murphy Insurance Group LLC | Independent Agency/Broker | Retail | Multi Line | ||
| 05/13/25 | 2025 | King Risk Partners | Spencer Financial, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 05/12/25 | 2025 | Aquiline Capital Partners | George Hills | CA | Other | Retail | Multi Line | Download |
| 05/12/25 | 2025 | Aquiline Capital Partners | Intercare | CA | Other | Retail | Multi Line | Download |
| 05/12/25 | 2025 | Aquiline Capital Partners | InterMed | CA | Other | Retail | Multi Line | Download |
| 05/12/25 | 2025 | OCA Benefit Services | Employer Driven Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 05/12/25 | 2025 | Revau Advanced Underwriting | Brazos Specialty Risk, Inc. | TX | Independent Agency/Broker | MGA | P&C | Download |
| 05/12/25 | 2025 | Revau Advanced Underwriting | Twenty Mile Insurance Services, Inc. | TX | Independent Agency/Broker | MGA | P&C | Download |
| 05/08/25 | 2025 | Arthur J. Gallagher & Co. | Dean R Casey & Associates | TX | Public Broker | Retail | EB & Consulting | Download |
| 05/08/25 | 2025 | Brown & Brown | assets of Tim Parkman Inc | MS | Public Broker | Wholesale | Multi Line | Download |
| 05/08/25 | 2025 | Trucordia | Huffman Insurance | VA | Independent Agency/Broker | Retail | P&C | Download |
| 05/08/25 | 2025 | World Insurance Associates | Barrett Millard | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/08/25 | 2025 | World Insurance Associates | Christopher Williams Agency | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/07/25 | 2025 | Hub International | Assets of FGLP Equity Partners, LLC | LA | Independent Agency/Broker | Retail | P&C | Download |
| 05/07/25 | 2025 | PassportCard | Pattern Insurance Services Inc. | Independent Agency/Broker | Wholesale | P&C | Download | |
| 05/06/25 | 2025 | Arthur J. Gallagher & Co. | Dean R. Casey & Associates | TX | Public Broker | Retail | EB & Consulting | Download |
| 05/06/25 | 2025 | Hub International | Assets of EB Specialists Inc. | VA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 05/06/25 | 2025 | Paragon Insurance Holdings | WISE Risk, Inc. | MA | Independent Agency/Broker | Wholesale | P&C | Download |
| 05/06/25 | 2025 | Patriot Growth Insurance Services | Ladd Gardner Aviation Insurance Agency, Inc. | TX | Independent Agency/Broker | Retail | P&C | Download |
| 05/05/25 | 2025 | Hub International | Assets of Allegiant Global Partners, Inc. | MA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 05/05/25 | 2025 | Investor group | Hub International | IL | Other Buyer | Wholesale | P&C | Download |
| 05/01/25 | 2025 | Trucordia | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | The Liberty Company Insurance Brokers | Global Risk Solutions Inc. | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | The Hilb Group | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | ALKEME Holdings Corporation | Becker Benefit Group, Inc. | MD | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 05/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | BroadStreet Partners | M. Pizzo, L.L.C. | CT | Independent Agency/Broker | Retail | P&C | Download |
| 05/01/25 | 2025 | BroadStreet Partners | Moorhead Insurance Agency, Inc | MN | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/01/25 | 2025 | Choice Insurance Agency | MAHVS, LLC | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | Ensurise | Washington Insurance Group | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | Highstreet Insurance Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | Inszone Insurance Services | LJ Insurance, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | Keystone Agency Partners | Assets of Sheeley Insurance Agency, Inc. | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/01/25 | 2025 | The Hilb Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 05/01/25 | 2025 | TIH | ARC Excess & Surplus, LLC | NY | Independent Agency/Broker | Wholesale | Multi Line | Download |
| 05/01/25 | 2025 | TrueNorth Companies | Midwest Health Benefits | MN | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 05/01/25 | 2025 | TrueNorth Companies | Ruffcorn Insurance | IA | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/01/25 | 2025 | Unison Risk Advisors | ClearPath Benefit Advisors | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 05/01/25 | 2025 | Unison Risk Advisors | QM Services, Inc. | PA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 05/01/25 | 2025 | Unison Risk Advisors | RHK Group LLC | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/01/25 | 2025 | Willis Towers Watson | C.F.S. International Inc | CA | Public Broker | Retail | P&C | Download |
| 05/01/25 | 2025 | Woodlands Financial Group | Mears Insurance Group | NC | Public Broker | Retail | P&C | Download |
| 05/01/25 | 2025 | World Insurance Associates | Healey & Associates Inc. | ME | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 04/30/25 | 2025 | Alera Group | James H. Henderson Insurance Agency | Independent Agency/Broker | Retail | EB & Consulting | ||
| 04/30/25 | 2025 | Heffernan Insurance Brokers | Tomlin Insurance, Inc. | Independent Agency/Broker | Retail | EB & Consulting | ||
| 04/30/25 | 2025 | TRICOR Insurance & Financial Services | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 04/30/25 | 2025 | World Insurance Associates | Abacus Insurance and Financial Services, LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 04/30/25 | 2025 | World Insurance Associates | Abacus Insurance and Financial Services, LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 04/29/25 | 2025 | AmeriLife Group | Freedom & Faith Agency | NC | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 04/29/25 | 2025 | Higginbotham & Associates | Construction Casualty Insurance, LLC | FL | Independent Agency/Broker | Retail | P&C | Download |
| 04/29/25 | 2025 | Leavitt Group Enterprises | Peterson & Strouse Insurance Services | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/27/25 | 2025 | Accession Risk Management Group | GMC Advisors, LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 04/24/25 | 2025 | OneDigital Health and Benefits | Watko Benefit Group LLC | KS | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 04/24/25 | 2025 | Tropolis | Somerset Insurance Agency Group, Inc. | MI | Independent Agency/Broker | Retail | P&C | Download |
| 04/22/25 | 2025 | J.C. Flowers & Co. | Elephant Holding Company, LLC | VA | Other Buyer | Retail | P&C | Download |
| 04/22/25 | 2025 | OneDigital Health and Benefits | Leslie S. Ray Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | Download |