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 |
|---|---|---|---|---|---|---|---|---|
| 06/10/24 | 2024 | Woodlands Financial Group | Independent Agency/Broker | Retail | P&C | |||
| 06/10/24 | 2024 | HUB International Limited | Meyers Glaros | IN | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/07/24 | 2024 | The Hilb Group, LLC | Independent Agency/Broker | Retail | EB & Consulting | |||
| 06/07/24 | 2024 | The Liberty Company Insurance Brokers, LLC | Independent Agency/Broker | Retail | P&C | Download | ||
| 06/07/24 | 2024 | ALKEME Holdings Corporation | Morris & Templeton Insurance Agency, Inc. | GA | Independent Agency/Broker | Retail | P&C | Download |
| 06/06/24 | 2024 | Sunstar Insurance Group, LLC | First Arkansas Insurance Group, LLC | TN | Insurance Broker | Retail | P&C | Download |
| 06/06/24 | 2024 | The Carlyle Group Inc. | The assets of German American Insurance, Inc. | VA | Insurance Broker | Retail | Multi Line | Download |
| 06/05/24 | 2024 | Rooker, Downing & Booth Insurance Agency | Charles Tomberlain Insurance Agency | TX | Insurance Broker | Retail | P&C | Download |
| 06/05/24 | 2024 | SageSure | Independent Agency/Broker | MGA | P&C | Download | ||
| 06/05/24 | 2024 | Sammons Financial Group | Insurance Company | MGA | EB & Consulting | Download | ||
| 06/05/24 | 2024 | Hub International Limited | Assets of Combined Benefits Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 06/05/24 | 2024 | Hub International Limited | Combined Commercial Insurance Services LLC | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/04/24 | 2024 | Private investor | Other Buyer | Retail | P&C | |||
| 06/04/24 | 2024 | Relation Insurance, Inc. | Independent Agency/Broker | Retail | P&C | |||
| 06/04/24 | 2024 | Reliance Global Group, Inc. | Other Buyer | Retail | EB & Consulting | Download | ||
| 06/04/24 | 2024 | Risk Strategies Company, LLC | Independent Agency/Broker | Retail | P&C | Download | ||
| 06/04/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Ignitist Inc. | PA | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/03/24 | 2024 | PCF Insurance Services of the West, LLC | Roseberry Insurance Agency | UT | Insurance Broker | Retail | P&C | Download |
| 06/03/24 | 2024 | PCF Insurance Services of the West, LLC | The Brady Agency | Retail | P&C | Download | ||
| 06/03/24 | 2024 | PCF Insurance Services of the West, LLC | The Sinnott Agency, Inc. | UT | Insurance Broker | Retail | P&C | Download |
| 06/03/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Independent Agency/Broker | Retail | P&C | Download | ||
| 06/03/24 | 2024 | Private Investor - Nathan Dagley | Dagley Insurance Agency, LLC | Retail | P&C | Download | ||
| 06/03/24 | 2024 | Choice Financial Group | Morrison insurance Agency, Inc. | LA | Independent Agency/Broker | Retail | P&C | |
| 06/03/24 | 2024 | Hub International Limited | Assets of Skinner & Company, Inc. | GA | Independent Agency/Broker | Retail | P&C | Download |
| 06/02/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Independent Agency/Broker | Retail | P&C | Download | ||
| 06/01/24 | 2024 | PCF Insurance Services of the West, LLC | Ignitist Inc. | UT | Insurance Broker | Retail | EB & Consulting | Download |
| 06/01/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Independent Agency/Broker | Retail | EB & Consulting | Download | ||
| 06/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 06/01/24 | 2024 | BroadStreet Partners, Inc. | Al Shank Insurance, Inc. | KS | Independent Agency/Broker | Retail | P&C | |
| 06/01/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Montalvo Insurance Agency | TX | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/24 | 2024 | Sunstar Insurance Group, LLC | Blumberg and Associates, Inc. | LA | Independent Agency/Broker | Retail | P&C | |
| 06/01/24 | 2024 | Sunstar Insurance Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 05/31/24 | 2024 | Onex Corporation | CAL Insurance & Associates, Inc. | GA | Insurance Broker | Retail | P&C | Download |
| 05/31/24 | 2024 | Onex Corporation | MBPD Holdings, Inc. | GA | Insurance Broker | Retail | Multi Line | Download |
| 05/31/24 | 2024 | Patriot Growth Insurance Services, LLC | Independent Agency/Broker | Retail | P&C | Download | ||
| 05/31/24 | 2024 | ALKEME Holdings Corporation | Summit Insurance Group, LLC | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 05/31/24 | 2024 | Aon Corporation | The Morley Agency, Inc. | KS | Public Broker | Retail | P&C | Download |
| 05/31/24 | 2024 | Relation Insurance, Inc. | York Insurance Services | MD | Independent Agency/Broker | Retail | P&C | Download |
| 05/30/24 | 2024 | Oakbridge Insurance Agency LLC | Independent Agency/Broker | Retail | P&C | Download | ||
| 05/30/24 | 2024 | Oakbridge Insurance Agency LLC | Independent Agency/Broker | Retail | P&C | Download | ||
| 05/29/24 | 2024 | NFP Corp. | Martin / Wight & Company, LLC | NY | Retail | EB & Consulting | Download | |
| 05/29/24 | 2024 | NSM Insurance Group, Inc. | Strategic Underwriters International, Inc. | PA | Insurance Broker | MGA | P&C | Download |
| 05/28/24 | 2024 | Aon Corporation | Public Broker | Retail | Multi Line | Download | ||
| 05/28/24 | 2024 | MRI Software LLC | Insurent Agency Corporation | OH | Software and Services | Retail | P&C | Download |
| 05/23/24 | 2024 | Marsh & McLennan Companies, Inc. | Public Broker | Retail | P&C | Download | ||
| 05/23/24 | 2024 | MountainOne Bank | Bank or Thrift | Retail | EB & Consulting | Download | ||
| 05/22/24 | 2024 | Marsh & McLennan Companies, Inc. | Perkins Insurance Agencies, LLC | NY | Insurance Broker | Retail | P&C | Download |
| 05/21/24 | 2024 | Marsh & McLennan Companies, Inc. | Public Broker | Retail | P&C | Download | ||
| 05/21/24 | 2024 | Marsh & McLennan Companies, Inc. | Public Broker | Retail | Multi Line | Download | ||
| 05/21/24 | 2024 | Hub International Limited | Sadler & Company Insurance Brokers, Inc. | CA | Independent Agency/Broker | MGA | P&C | |
| 05/20/24 | 2024 | Leavitt Group Enterprises, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 05/16/24 | 2024 | Leavitt Group Enterprises, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 05/16/24 | 2024 | Leavitt Group Enterprises, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 05/16/24 | 2024 | Leavitt Group Enterprises, Inc. | Seltzer Financial Strategies | Retail | EB & Consulting | Download | ||
| 05/15/24 | 2024 | Leavitt Group Enterprises, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 05/15/24 | 2024 | Leavitt Group Enterprises, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 05/15/24 | 2024 | Inszone Insurance Services, Inc. | Beswick Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 05/15/24 | 2024 | Inszone Insurance Services, Inc. | Telerate Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 05/14/24 | 2024 | King Insurance Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 05/14/24 | 2024 | King Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 05/10/24 | 2024 | King Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | |||
| 05/10/24 | 2024 | ALKEME Holdings Corporation | Keeler & Associates Co. | Independent Agency/Broker | Retail | EB & Consulting | ||
| 05/09/24 | 2024 | Keystone Agency Partners LLC | Mid-States Agencies, Inc. | PA | Insurance Broker | Retail | P&C | |
| 05/09/24 | 2024 | King Insurance Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 05/07/24 | 2024 | Keystone Agency Partners LLC | Assets of Combined Insurance | PA | Insurance Broker | Retail | P&C | |
| 05/07/24 | 2024 | Keystone Agency Partners LLC | Assets of KNH Insurance Services, Inc. | PA | Insurance Broker | Retail | Multi Line | |
| 05/07/24 | 2024 | Keystone Agency Partners LLC | Assets of Schatz Enterprises, LLC d/b/a The Paladin Group | PA | Insurance Broker | Retail | P&C | |
| 05/07/24 | 2024 | Keystone Agency Partners LLC | Assets of Suntree Insurance, LLC | PA | Insurance Broker | Retail | P&C | Download |
| 05/07/24 | 2024 | Keystone Agency Partners LLC | Independent Agency/Broker | Retail | Multi Line | |||
| 05/07/24 | 2024 | Keystone Agency Partners LLC | Independent Agency/Broker | Retail | P&C | |||
| 05/07/24 | 2024 | High Street Insurance Partners, LLC | Rise Partners | KY | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/06/24 | 2024 | Keystone Agency Partners LLC | Assets of A & C Insurance, Inc. | PA | Insurance Broker | Retail | P&C | Download |
| 05/06/24 | 2024 | Keystone Agency Partners LLC | Assets of Anthony V. Ventimiglia | PA | Insurance Broker | Retail | P&C | |
| 05/06/24 | 2024 | Keystone Agency Partners LLC | Independent Agency/Broker | Retail | P&C | |||
| 05/06/24 | 2024 | Risk Strategies Company, LLC | Independent Agency/Broker | Retail | P&C | Download | ||
| 05/03/24 | 2024 | Integrity Marketing Group LLC | Independent Agency/Broker | Wholesale | EB & Consulting | Download | ||
| 05/03/24 | 2024 | Integrity Marketing Group LLC | Independent Agency/Broker | Wholesale | EB & Consulting | Download | ||
| 05/02/24 | 2024 | Integrity Marketing Group LLC | IDEA Insurance Agency | Wholesale | EB & Consulting | Download | ||
| 05/02/24 | 2024 | Integrity Marketing Group LLC | Independent Agency/Broker | Wholesale | EB & Consulting | Download | ||
| 05/02/24 | 2024 | Integrity Marketing Group LLC | Independent Agency/Broker | Wholesale | EB & Consulting | Download | ||
| 05/02/24 | 2024 | Integrity Marketing Group LLC | Independent Agency/Broker | Wholesale | EB & Consulting | Download | ||
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | ||
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | |||
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | |||
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | John Henry Insurance Services, LLC | CA | Insurance Broker | Retail | EB & Consulting | Download |
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | T Blackwell Insurance Group LLC | CA | Insurance Broker | Retail | P&C | Download |
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | Welcome Insurance Agency | CA | Insurance Broker | Retail | P&C | Download |
| 05/01/24 | 2024 | Integrity Marketing Group LLC | Independent Agency/Broker | Wholesale | EB & Consulting | Download | ||
| 05/01/24 | 2024 | AssuredPartners, Inc. | TPB Insurance Group, Inc. | TX | Independent Agency/Broker | Retail | P&C | |
| 05/01/24 | 2024 | BroadStreet Partners, Inc. | Aspen Ridge Insurance, LLC | Independent Agency/Broker | Retail | P&C | ||
| 05/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 05/01/24 | 2024 | Heffernan Insurance Brokers | Costello Insurance Associates, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 05/01/24 | 2024 | Inszone Insurance Services, Inc. | Cascade Insurance Center LLC | OR | Independent Agency/Broker | Retail | EB & Consulting | |
| 05/01/24 | 2024 | Relation Insurance, Inc. | P. Allen Haney Company | MD | Independent Agency/Broker | Retail | Multi Line | |
| 05/01/24 | 2024 | Relation Insurance, Inc. | The Haney Company, Inc | MD | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/30/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 04/30/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 04/25/24 | 2024 | Hub International Limited | Independent Agency/Broker | Retail | P&C | Download | ||
| 04/25/24 | 2024 | HUB International Limited | The Essex Agency, Inc. | MA | Insurance Broker | Retail | P&C | Download |
| 04/25/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 04/25/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 04/25/24 | 2024 | Inszone Insurance Services, Inc. | Independent Agency/Broker | Retail | Multi Line | |||
| 04/24/24 | 2024 | HUB International Limited | GMG Group, Inc. | IL | Insurance Broker | Retail | Multi Line | Download |
| 04/23/24 | 2024 | HUB International Limited | Assets of Symphony Financial & Insurance Services | IL | Insurance Broker | Retail | EB & Consulting | Download |
| 04/23/24 | 2024 | HUB International Limited | Assets of True North Group | IL | Insurance Broker | Retail | Multi Line | Download |
| 04/23/24 | 2024 | HUB International Limited | Assets of William R. Cargill Insurance Agency, Inc | MA | Insurance Broker | Retail | P&C | Download |
| 04/23/24 | 2024 | Hub International Limited | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 04/23/24 | 2024 | Hub International Limited | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 04/22/24 | 2024 | Hub International Limited | Independent Agency/Broker | Retail | P&C | Download | ||
| 04/19/24 | 2024 | High Street Insurance Partners, LLC | Independent Agency/Broker | Retail | P&C | Download | ||
| 04/19/24 | 2024 | Hub International Limited | Independent Agency/Broker | Retail | P&C | Download | ||
| 04/18/24 | 2024 | High Street Insurance Partners, LLC | Independent Agency/Broker | Retail | P&C | |||
| 04/18/24 | 2024 | High Street Insurance Partners, LLC | Independent Agency/Broker | Wholesale | P&C | |||
| 04/17/24 | 2024 | High Street Insurance Partners, LLC | Independent Agency/Broker | Retail | P&C | |||
| 04/16/24 | 2024 | High Street Insurance Partners, LLC | Independent Agency/Broker | Retail | P&C | |||
| 04/16/24 | 2024 | High Street Insurance Partners, LLC | Independent Agency/Broker | Retail | P&C | |||
| 04/16/24 | 2024 | High Street Insurance Partners, LLC | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 04/15/24 | 2024 | High Street Insurance Partners, LLC | Independent Agency/Broker | Retail | P&C | |||
| 04/11/24 | 2024 | Higginbotham & Associates, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 04/11/24 | 2024 | Higginbotham & Associates, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 04/10/24 | 2024 | Higginbotham & Associates, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | ||
| 04/10/24 | 2024 | Higginbotham & Associates, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 04/09/24 | 2024 | Guild Holdings Company | Other Buyer | Retail | P&C | Download | ||
| 04/09/24 | 2024 | Gunn Mowery, LLC | Assets of Central Penn Benefits | PA | Insurance Broker | Retail | EB & Consulting | Download |
| 04/09/24 | 2024 | Gunn Mowery, LLC | Wagner-Giblin Insurance | Retail | Multi Line | Download | ||
| 04/09/24 | 2024 | Henriott Group, Inc. | Independent Agency/Broker | Retail | P&C | Download | ||
| 04/09/24 | 2024 | Higginbotham & Associates, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 04/08/24 | 2024 | DOXA Insurance Holdings LLC | Independent Agency/Broker | MGA | P&C | Download | ||
| 04/08/24 | 2024 | Farmers Mutual Hail Insurance Company of Iowa | Insurance Company | Wholesale | P&C | Download | ||
| 04/08/24 | 2024 | FernRock Risk Partners | Independent Agency/Broker | Retail | Multi Line | |||
| 04/08/24 | 2024 | Fortis Capital Advisors, LLC | ClearPath Financial, LLC | KS | Retail | Multi Line | Download | |
| 04/04/24 | 2024 | DOXA Insurance Holdings LLC | CPH & Associates Insurance Agency, Inc. | IN | MGA | P&C | Download | |
| 04/04/24 | 2024 | DOXA Insurance Holdings LLC | Independent Agency/Broker | Wholesale | P&C | Download | ||
| 04/04/24 | 2024 | OneDigital Health and Benefits | Independent Agency/Broker | Retail | EB & Consulting | Download | ||
| 04/03/24 | 2024 | Chubb | Insurance Company | MGA | P&C | Download | ||
| 04/03/24 | 2024 | Cross Point Insurance Advisors, LLC | Independent Agency/Broker | Retail | Multi Line | |||
| 04/03/24 | 2024 | OneDigital Health and Benefits | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 04/02/24 | 2024 | Choice Financial Group | Independent Agency/Broker | Retail | P&C | |||
| 04/01/24 | 2024 | BroadStreet Partners, Inc. | Independent Agency/Broker | Retail | P&C | |||
| 04/01/24 | 2024 | BroadStreet Partners, Inc. | McCrary-Daniels Insurance Agency, Inc. | GA | Insurance Broker | Retail | Multi Line | |
| 04/01/24 | 2024 | BroadStreet Partners, Inc. | SevenHills Partners, Inc. | MN | Insurance Broker | Retail | EB & Consulting | |
| 04/01/24 | 2024 | BroadStreet Partners, Inc. | Undisclosed Insurance Agancy | OH | Insurance Broker | Retail | P&C | |
| 04/01/24 | 2024 | BroadStreet Partners, Inc. | Undisclosed Insurance Agancy | OH | Insurance Broker | Retail | P&C | |
| 04/01/24 | 2024 | Brown & Brown, Inc. | Assets of McNamara Company | FL | Insurance Broker | Retail | Multi Line | Download |
| 04/01/24 | 2024 | Brown & Brown, Inc. | Public Broker | Retail | P&C | Download | ||
| 04/01/24 | 2024 | Brown Brothers Harriman & Co. | Undisclosed Insurance Agency | TN | Insurance Broker | Retail | P&C | |
| 04/01/24 | 2024 | BV Investment Partners | Other Buyer | MGA | P&C | |||
| 04/01/24 | 2024 | Choice Insurance Agency LLC | Independent Agency/Broker | Retail | Multi Line | |||
| 04/01/24 | 2024 | World Insurance Associates, LLC | Independent Agency/Broker | Retail | P&C | Download | ||
| 04/01/24 | 2024 | Relation Insurance | Elite Insurance Agency, Inc. | AZ | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/01/24 | 2024 | World Insurance Associates | Business of Affiliated Insurance Managers | KY | Independent Agency/Broker | MGA | P&C | Download |
| 03/31/24 | 2024 | Inszone Insurance Services, Inc. | Keith Williams Insurance Associates | Independent Agency/Broker | Retail | P&C | ||
| 03/26/24 | 2024 | BroadStreet Partners, Inc. | Independent Agency/Broker | Retail | P&C | |||
| 03/26/24 | 2024 | Integrity Marketing Group LLC | Unity | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 03/26/24 | 2024 | Risk Strategies Company, LLC | Pace Professional Services | NY | Independent Agency/Broker | Retail | P&C | Download |
| 03/22/24 | 2024 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 03/21/24 | 2024 | HUB International Limited | Assets of Onecap Services LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/21/24 | 2024 | HUB International Limited | Assets of Preferred Services Group, LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/21/24 | 2024 | HUB International Limited | LYNLY Health Insurance Agency | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/21/24 | 2024 | Risk Strategies Company, LLC | Hugh Wood Inc. | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/20/24 | 2024 | BroadStreet Partners, Inc. | Independent Agency/Broker | Retail | P&C | |||
| 03/19/24 | 2024 | Alkeme Intermediary Holdings LLC | Wharton/Lyon & Lyon, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/19/24 | 2024 | Higginbotham Insurance Agency, Inc. | Glenn Harris & Associates | OK | Independent Agency/Broker | Retail | P&C | Download |
| 03/19/24 | 2024 | Integrity Marketing Group LLC | Solid Financial Plan | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 03/18/24 | 2024 | BroadStreet Partners, Inc. | Independent Agency/Broker | Retail | P&C | |||
| 03/17/24 | 2024 | Oakbridge Insurance Agency LLC | The Hart Hawks Group | TN | Independent Agency/Broker | Retail | P&C | Download |
| 03/14/24 | 2024 | BharCap Partners, LLC | Insurvia, LLC | Other Buyer | Retail | P&C | Download | |
| 03/12/24 | 2024 | Brawner Insurance Agency Inc. | Armstrong Insurance Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/12/24 | 2024 | Integrity Marketing Group LLC | MoneySmart Movement | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 03/11/24 | 2024 | BroadStreet Partners, Inc. | Independent Agency/Broker | Retail | P&C | |||
| 03/11/24 | 2024 | HUB International Limited | Assets of Bolds Risk & Insurance Services | Independent Agency/Broker | Retail | P&C | Download | |
| 03/07/24 | 2024 | BroadStreet Partners, Inc. | Independent Agency/Broker | Retail | P&C | |||
| 03/07/24 | 2024 | HUB International Limited | Assets of Compass Property Development Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 03/06/24 | 2024 | Alliant Insurance Services, Inc. | Seniors Advisory Services | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 03/06/24 | 2024 | Brown & Brown, Inc. | Assets of Hillco Insurance | Public Broker | Retail | P&C | Download | |
| 03/05/24 | 2024 | BroadStreet Partners, Inc. | Independent Agency/Broker | Retail | P&C | |||
| 03/05/24 | 2024 | HUB International Limited | A.S. Arbury and Sons, Incorporated | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/05/24 | 2024 | HUB International Limited | Assets of Michelle L. Everett, Inc | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/04/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | OH | Insurance Broker | Retail | P&C | |
| 03/04/24 | 2024 | IMA Financial Group, Inc. | JL Jones and Associates | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 03/04/24 | 2024 | IMA Financial Group, Inc. | k.p.d. Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/04/24 | 2024 | IMA Financial Group, Inc. | Riskpoint Insurance Advisors, LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/01/24 | 2024 | Arthur J. Gallagher & Co. | Public Broker | MGA | P&C | Download | ||
| 03/01/24 | 2024 | AssuredPartners, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | ||
| 03/01/24 | 2024 | AssuredPartners, Inc. | Independent Agency/Broker | Retail | Multi Line | |||
| 03/01/24 | 2024 | Beyond Risk | Independent Agency/Broker | MGA | EB & Consulting | Download | ||
| 03/01/24 | 2024 | Bishop Street Underwriters | Independent Agency/Broker | MGA | P&C | |||
| 03/01/24 | 2024 | BroadStreet Partners, Inc. | Certain insurance agency | OH | Insurance Broker | Retail | P&C | |
| 03/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | OH | Insurance Broker | Retail | P&C | |
| 03/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | OH | Insurance Broker | Retail | P&C | |
| 03/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | CO | Insurance Broker | Retail | P&C | |
| 03/01/24 | 2024 | BroadStreet Partners, Inc. | Certain insurance assets | OH | Insurance Broker | Retail | P&C |