Industry Transactions
2024 Acquisition Details (YTD as of March 31, 2024)
| Who’s Buying | |
|---|---|
| Insurance Brokers – Independent | 16 |
| Insurance Brokers – Public | 9 |
| Insurance Brokers – Private Capital-Backed | 85 |
| Insurance Carrier and Other | 3 |
| Banks and Thrifts | 1 |
| What’s Being Bought | |
|---|---|
| Full Service | 29 |
| P&C | 65 |
| Multi Line | 20 |
| Retail vs. Specialty | |
|---|---|
| Retail | 95 |
| Specialty | 19 |
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 3/31/2024.
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 |
|---|---|---|---|---|---|---|---|---|
| 09/01/23 | 2023 | Cross Insurance | Costello New Hampshire Insurance Agency | Independent Agency/Broker | Retail | Multi Line | ||
| 09/01/23 | 2023 | Cross Insurance | Russell D. Patten Insurance Agency | Independent Agency/Broker | Retail | Multi Line | ||
| 09/01/23 | 2023 | High Street Insurance Partners, LLC | Beacon Insurance Group, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 09/01/23 | 2023 | The Hilb Group, LLC | Martin Perret Quality Plus Insurance Inc | Independent Agency/Broker | Retail | P&C | ||
| 09/01/23 | 2023 | The Hilb Group, LLC | Property and Casualty Business | Independent Agency/Broker | Retail | P&C | ||
| 09/01/23 | 2023 | World Insurance Associates, LLC | American Management Corporation | Independent Agency/Broker | Wholesale | P&C | ||
| 09/01/23 | 2023 | World Insurance Associates, LLC | Business of Ellsworth Corporation | Independent Agency/Broker | Retail | Multi Line | Download | |
| 09/01/23 | 2023 | World Insurance Associates, LLC | Inman, Kircher, McBride Agency, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 09/01/23 | 2023 | World Insurance Associates, LLC | Providence Financial, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 08/31/23 | 2023 | BroadStreet Partners, Inc. | Palmer Family Insurance Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 08/31/23 | 2023 | Inszone Insurance Services, Inc. | DeMont Enterprises, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 08/31/23 | 2023 | Inszone Insurance Services, Inc. | Jacque Pirtle Insurance Agency | TX | Independent Agency/Broker | Retail | P&C | |
| 08/31/23 | 2023 | BroadStreet Partners, Inc. | Book of Business | Independent Agency/Broker | Retail | P&C | ||
| 08/31/23 | 2023 | BroadStreet Partners, Inc. | Book of Business | Independent Agency/Broker | Retail | P&C | ||
| 08/31/23 | 2023 | BroadStreet Partners, Inc. | Book of Business Purchase | Independent Agency/Broker | Retail | P&C | ||
| 08/29/23 | 2023 | Integrity Marketing Group LLC | Community Care Agency | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 08/29/23 | 2023 | King Insurance Agency, Inc. | Hartley Insurance Services, LLC. | Independent Agency/Broker | Retail | P&C | Download | |
| 08/29/23 | 2023 | Patriot Growth Insurance Services, LLC | CoreMark Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 08/29/23 | 2023 | Risk Strategies Company, LLC | GMI Insurance, Inc. | Independent Agency/Broker | MGA | P&C | Download | |
| 08/25/23 | 2023 | Leavitt Group Enterprises, Inc. | MJP Insurance Agency | MO | Independent Agency/Broker | Retail | P&C | |
| 08/24/23 | 2023 | Gilroy Kernan & Gilroy Inc. | The Burns Agency | NY | Independent Agency/Broker | Retail | P&C | Download |
| 08/24/23 | 2023 | Leavitt Group Enterprises, Inc. | Mitchell J. Pies Insurance | Independent Agency/Broker | Retail | P&C | Download | |
| 08/24/23 | 2023 | LP Insurance Services, Inc. | Wasserman & Associates | Independent Agency/Broker | Retail | P&C | Download | |
| 08/24/23 | 2023 | Signers National, LLC | Eclipse Risk Insurance Services, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 08/24/23 | 2023 | Signers National, LLC | Whittaker Agency, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 08/23/23 | 2023 | Stahlka Agency, Inc. | Ks Roth Insurance Agency, Inc. | NY | Bank or Thrift | Retail | Multi Line | |
| 08/21/23 | 2023 | Goldman Sachs Asset Management | World Insurance Associates | Other Buyer | MGA | Multi Line | Download | |
| 08/18/23 | 2023 | IMA Financial Group, Inc. | Fortuna General | Independent Agency/Broker | Wholesale | P&C | ||
| 08/17/23 | 2023 | IMA Financial Group, Inc. | Fortuna General Insurance, Inc. | Independent Agency/Broker | Wholesale | Multi Line | Download | |
| 08/17/23 | 2023 | U.S. Retirement Partners | Long Island Employee Benefits Group | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/17/23 | 2023 | Gibson Insurance Agency, Inc. | Brisk Advisors | Independent Agency/Broker | Retail | P&C | Download | |
| 08/17/23 | 2023 | Oakbridge Insurance Agency LLC | Cole Agency Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 08/16/23 | 2023 | Leavitt Group Enterprises, Inc. | Watchmen Insurance Group | Independent Agency/Broker | Retail | P&C | Download | |
| 08/16/23 | 2023 | Risk Strategies Company, LLC | BI RHS, Inc | Independent Agency/Broker | Retail | P&C | ||
| 08/16/23 | 2023 | Risk Strategies Company, LLC | Bisnett Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 08/15/23 | 2023 | Inszone Insurance Services, Inc. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/15/23 | 2023 | Higginbotham & Associates, Inc. | Higginbotham & Associates, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 08/10/23 | 2023 | IMA Financial Group, Inc. | CDT Insurance Group | PA | Independent Agency/Broker | Retail | P&C | Download |
| 08/10/23 | 2023 | Hub International Limited | Shinstrom & Norman, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 08/09/23 | 2023 | Hub International Limited | Assets of Horizon Insurance, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 08/08/23 | 2023 | Buckeye Dealership Consulting LLC | Berkshire Risk Servies, LLC | KS | Independent Agency/Broker | MGA | P&C | Download |
| 08/08/23 | 2023 | Leavitt Group Enterprises, Inc. | Wall Insurance | Independent Agency/Broker | Retail | P&C | Download | |
| 08/08/23 | 2023 | Arthur J. Gallagher & Co. | Wigmore Insurance Agency, Inc. | Public Broker | Retail | Multi Line | Download | |
| 08/08/23 | 2023 | Inszone Insurance Services, Inc. | Speck Insurance & Financial Services P.L.L.C. | Independent Agency/Broker | Retail | P&C | Download | |
| 08/08/23 | 2023 | Risk Strategies Company, LLC | IZALE Financial Group, LLC | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 08/07/23 | 2023 | APCO Holdings, LLC | Dealer Capital Group | Other Buyer | MGA | P&C | Download | |
| 08/07/23 | 2023 | APCO Holdings, LLC | LDR Enterprises | Other Buyer | MGA | P&C | Download | |
| 08/07/23 | 2023 | High Street Insurance Partners, LLC | Alta Benefits | NC | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/07/23 | 2023 | Ontario Teachers' Pension Plan Board | Option One Associates, LLC | SD | Independent Agency/Broker | MGA | P&C | Download |
| 08/07/23 | 2023 | Ambac Financial Group Inc. | Riverton Insurance Agency, Corp. (ALIA) | Insurance Company | Retail | P&C | Download | |
| 08/07/23 | 2023 | Ambac Financial Group Inc. | Riverton Insurance Agency, Corp. (Professionals’ Best) | Insurance Company | MGA | P&C | Download | |
| 08/04/23 | 2023 | Baldwin Krystyn Sherman Partners, LLC | Coastal Professional Insurance | AL | Independent Agency/Broker | Retail | P&C | Download |
| 08/03/23 | 2023 | APCO Holdings, LLC | Relentless Dealer Services | Other Buyer | MGA | P&C | Download | |
| 08/03/23 | 2023 | Hub International Limited | Assets of Assured Risk Advisors L.L.C | Independent Agency/Broker | Retail | P&C | Download | |
| 08/03/23 | 2023 | IMA Financial Group, Inc. | Sinclair Insurance Group, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 08/02/23 | 2023 | Warner Pacific Insurance Services, Inc. | Foster Benefit Resources | TX | Independent Agency/Broker | MGA | EB & Consulting | Download |
| 08/02/23 | 2023 | McConkey Insurance & Benefits | Gallen Insurance, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 08/01/23 | 2023 | AssuredPartners, Inc. | Trustpoint Insurance | Private Capital | Download | |||
| 08/01/23 | 2023 | Inszone Insurance Services, Inc. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/01/23 | 2023 | Integrity Marketing Group LLC | Ballard & Associates | NY | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 08/01/23 | 2023 | NFP Corp. | Flynn Benefits Group | MI | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/01/23 | 2023 | World Insurance Associates, LLC | Thomas C. Johnson LLC | WI | Independent Agency/Broker | Retail | P&C | Download |
| 08/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | EB & Consulting | ||
| 08/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 08/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 08/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 08/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 08/01/23 | 2023 | Cross Insurance | Greenberg, Rhein & Margolis, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 08/01/23 | 2023 | Inszone Insurance Services, Inc. | Letherer Insurance Consultants, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 08/01/23 | 2023 | Keystone Agency Partners LLC | DMB Agency, LLC | Independent Agency/Broker | Retail | P&C | ||
| 08/01/23 | 2023 | Marsh & McLennan Companies, Inc. | The Graham Company | Public Broker | Retail | Multi Line | Download | |
| 08/01/23 | 2023 | MyPlanAdvocate Insurance Solutions, Inc. | Eversurance, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 08/01/23 | 2023 | Risk Strategies Company, LLC | Prince Associates, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 08/01/23 | 2023 | The Hilb Group, LLC | Iron Ridge Insurance Services LLC | Independent Agency/Broker | Retail | Multi Line | ||
| 08/01/23 | 2023 | The Hilb Group, LLC | Property and Casualty Business | Independent Agency/Broker | Retail | P&C | ||
| 08/01/23 | 2023 | World Insurance Associates, LLC | Cindy Elbert Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 08/01/23 | 2023 | World Insurance Associates, LLC | R&S Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 07/31/23 | 2023 | Benefits Analysis Corporation | Stocksdale Insurance | OH | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/31/23 | 2023 | Leavitt Group Enterprises, Inc. | Chandler Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 07/31/23 | 2023 | Leavitt Group Enterprises, Inc. | MJC Insurance Group | Independent Agency/Broker | Retail | P&C | Download | |
| 07/26/23 | 2023 | Simplicity Group Holdings, Inc. | Universal Financial Consultants | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 07/25/23 | 2023 | Higginbotham & Associates, Inc. | Doherty, Duggan, Hart & Tiernan Insurors | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/25/23 | 2023 | Integrity Marketing Group LLC | Stockton Agency | AR | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 07/25/23 | 2023 | Arthur J. Gallagher & Co. | Hagan Benefits, Inc. | Public Broker | Retail | EB & Consulting | Download | |
| 07/20/23 | 2023 | OneDigital Health and Benefits | WP Insurance | ID | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/20/23 | 2023 | Gamie, LLC | Clark Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 07/20/23 | 2023 | Gamie, LLC | Private Management Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 07/20/23 | 2023 | OneDigital Health and Benefits | Henry Insurance Agency LLC | Independent Agency/Broker | Retail | Multi Line | ||
| 07/19/23 | 2023 | Hub International Limited | Assets Of Agency Two Insurance Marketing Group LLC | Independent Agency/Broker | Wholesale | P&C | ||
| 07/18/23 | 2023 | Integrity Marketing Group LLC | River City Senior Benefits | TN | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 07/18/23 | 2023 | ALKEME Holdings Corporation | Paul Kinan Insurance Group | Independent Agency/Broker | Retail | P&C | Download | |
| 07/18/23 | 2023 | ALKEME Holdings Corporation | Wiggans Farha Insurance Group | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/18/23 | 2023 | Evertas, Inc. | Bitsure, LLC | Insurance Company | MGA | Multi Line | Download | |
| 07/18/23 | 2023 | OneDigital Health and Benefits | Vxtra Partners | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 07/18/23 | 2023 | Tokio Marine HCC | Gulf Guaranty Employee Benefit Services, Inc. | Insurance Company | MGA | EB & Consulting | Download | |
| 07/17/23 | 2023 | Hub International Limited | Edbrooke/Stelcner and Associates, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 07/15/23 | 2023 | Inszone Insurance Services, Inc. | Willow Glen Insurance Agency | CA | Independent Agency/Broker | Retail | P&C | Download |
| 07/14/23 | 2023 | Leavitt Group Enterprises, Inc. | Thrive Commercial Truck Insurance | Independent Agency/Broker | Retail | P&C | Download | |
| 07/14/23 | 2023 | Union Bay Risk Advisors LLC | May Insurance Services Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 07/13/23 | 2023 | ALKEME Holdings Corporation | Milestone Company LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 07/13/23 | 2023 | Arthur J. Gallagher & Co. | Benchmark Commercial Insurance Services, Inc. | Public Broker | Retail | P&C | Download | |
| 07/13/23 | 2023 | North Point Group, Inc. | Cooper Insurance & Associates, Inc | Independent Agency/Broker | Retail | P&C | ||
| 07/13/23 | 2023 | PointeNorth Insurance Group, LLC | Cooper Insurance & Associates, Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 07/12/23 | 2023 | Brown & Brown, Inc. | Evolve Cyber Insurance Services LLC | Public Broker | MGA | P&C | Download | |
| 07/11/23 | 2023 | Integrity Marketing Group LLC | Senior Health & Life Benefits | GA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 07/11/23 | 2023 | OneDigital Health and Benefits | Purkey Insurance | OH | Independent Agency/Broker | Retail | P&C | Download |
| 07/10/23 | 2023 | Inszone Insurance Services, Inc. | Desert Cornerstone Insurance Service, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/07/23 | 2023 | Evertree Insurance | Sjpierce Agency LLC | Independent Agency/Broker | Retail | Multi Line | ||
| 07/07/23 | 2023 | Evertree Insurance | 1st American Insurance Agency, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 07/07/23 | 2023 | Evertree Insurance | Alliance Insurance Services | Independent Agency/Broker | Retail | P&C | Download | |
| 07/07/23 | 2023 | Evertree Insurance | The Banks Agency, | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/06/23 | 2023 | Keystone Agency Partners LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/06/23 | 2023 | Alliant Insurance Services | Agency Services of Arkansas Inc | Independent Agency/Broker | MGA | P&C | ||
| 07/06/23 | 2023 | Arthur J. Gallagher & Co. | The Andersen Group | Public Broker | Retail | P&C | Download | |
| 07/06/23 | 2023 | Higginbotham & Associates, Inc. | Cress Insurance Consultants Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/06/23 | 2023 | Hub International Limited | Insurance Partners, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 07/05/23 | 2023 | Achieva Credit Union | Cannella Insurance Services | Other Buyer | Retail | Multi Line | Download | |
| 07/05/23 | 2023 | Integrity Marketing Group LLC | South Atlantic Management | SC | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 07/05/23 | 2023 | Oakbridge Insurance Agency LLC | JHA Risk Management | Independent Agency/Broker | Retail | P&C | Download | |
| 07/03/23 | 2023 | BroadStreet Partners, Inc. | Rawson & Sons | Independent Agency/Broker | Retail | P&C | Download | |
| 07/03/23 | 2023 | Keystone Agency Partners LLC | Robin Lewis, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 07/03/23 | 2023 | Vertical Insure | Next Wave Insurance Services | Independent Agency/Broker | MGA | P&C | ||
| 07/01/23 | 2023 | Alera Group, Inc | Undisclosed Insurance Agency | Private Capital | ||||
| 07/01/23 | 2023 | Higginbotham & Associates, Inc. | Professional Liability Insurers | NM | Independent Agency/Broker | Retail | P&C | Download |
| 07/01/23 | 2023 | Nava Benefits | Nielsen Insurance Group, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/01/23 | 2023 | Alera Group, Inc. | Rick Young & Associates, Inc. | Independent Agency/Broker | Retail | EB & Consulting | ||
| 07/01/23 | 2023 | BroadStreet Partners, Inc. | Assets of Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/23 | 2023 | BroadStreet Partners, Inc. | Assets of Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 07/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 07/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | Multi Line | ||
| 07/01/23 | 2023 | Evertree Insurance | Alex Johnson Insurance Agency Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 07/01/23 | 2023 | Evertree Insurance | State Of Art Insurance Agency Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 07/01/23 | 2023 | Novatae Risk Group | Assets of Far East Insurance Marketing, Inc. | Independent Agency/Broker | Wholesale | P&C | Download | |
| 07/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Agency | Independent Agency/Broker | Retail | P&C | ||
| 07/01/23 | 2023 | World Insurance Associates, LLC | Business of Schlegel & Schlegel Insurance Brokers, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 07/01/23 | 2023 | World Insurance Associates, LLC | Business of Young Insurance Agency Group, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 06/30/23 | 2023 | Conrade Insurance Group, Inc. | Richey Health Benefits LLC | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 06/30/23 | 2023 | Kelso & Company, L.P. | First Insurance and Investments, Inc. | OH | Not Classified | Retail | Multi Line | Download |
| 06/30/23 | 2023 | NSM Insurance Group, Inc. | Shield Commercial Insurance Services Inc. | Independent Agency/Broker | MGA | P&C | Download | |
| 06/29/23 | 2023 | F&M Agency, Inc. | Quoin Insurance Agency, Inc | Independent Agency/Broker | Retail | Multi Line | ||
| 06/29/23 | 2023 | Arbour National | Southern Specialty Underwriters | GA | Wholesale | P&C | ||
| 06/28/23 | 2023 | AmeriLife Group, L.L.C. | Florida Financial Advisors | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/28/23 | 2023 | Inszone Insurance Services | Nugen & Associates Insurance Services Inc. | CA | Insurance Broker | Retail | P&C | Download |
| 06/28/23 | 2023 | King Insurance Agency, Inc. | Pavese-Mccormick Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 06/27/23 | 2023 | Integrity Marketing Group LLC | Allen & Associates | TN | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 06/27/23 | 2023 | NFP Corp. | FinTrust Insurance and Benefits, Inc. | FL | Retail | EB & Consulting | Download | |
| 06/20/23 | 2023 | Integrity Marketing Group LLC | The Porter Group | KY | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 06/20/23 | 2023 | Leavitt Central Coast Insurance Services, Inc. | Steve DeCarli Insurance Services | CA | Insurance Broker | Retail | P&C | Download |
| 06/16/23 | 2023 | First Mid Bancshares, Inc. | Purdum Gray Ingledue Beck, Inc. | IL | Insurance Broker | Retail | Multi Line | Download |
| 06/15/23 | 2023 | American Hardware & Lumber Insurance Agency, Inc | assets of Neumann Insurance Services Agency, LLC | Retail | P&C | Download | ||
| 06/14/23 | 2023 | Keystone Agency Partners LLC | Bogani Insurance Solutions, LLC | FL | Retail | EB & Consulting | Download | |
| 06/14/23 | 2023 | Keystone Agency Partners LLC | Providing Life & Health, LLC | Retail | EB & Consulting | Download | ||
| 06/13/23 | 2023 | Integrity Marketing Group LLC | Alliance Insurance Solutions | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 06/13/23 | 2023 | ALKEME INC. | Daugherty Insurance Group, LLC | TX | Insurance Broker | Retail | Multi Line | Download |
| 06/13/23 | 2023 | TrueNorth Companies LLC | Dubuque Insurance Services | IA | Retail | Multi Line | Download | |
| 06/13/23 | 2023 | TrueNorth Companies LLC | Lauer & Lauer Insurance | IA | Retail | Multi Line | Download | |
| 06/13/23 | 2023 | TrueNorth Companies LLC | Lillis Insurance Agency | IA | Retail | Multi Line | Download | |
| 06/13/23 | 2023 | TrueNorth Companies LLC | Undisclosed Insurance Agency | IA | Retail | P&C | Download | |
| 06/12/23 | 2023 | Alliant Holdings, L.P. | Atlantic Insurance Agency Inc | IL | Retail | P&C | ||
| 06/12/23 | 2023 | Confie Holding II Co. | Travco Services, Inc. | TX | Insurance Broker | Wholesale | P&C | Download |
| 06/08/23 | 2023 | Hub International Limited | Business Benefits Resource LLC | MI | Insurance Broker | Retail | EB & Consulting | |
| 06/08/23 | 2023 | Hub International Limited | Creative Benefit Solutions | MI | Insurance Broker | Retail | EB & Consulting | |
| 06/08/23 | 2023 | Hub International Limited | Custom Results Corporate Consulting | MI | Insurance Broker | Retail | EB & Consulting | |
| 06/08/23 | 2023 | Hub International Limited | Health Insurance Consultants | MI | Insurance Broker | Retail | EB & Consulting | |
| 06/08/23 | 2023 | Hub International Limited | Johnston Lewis Associates Inc. | MI | Insurance Broker | Retail | Multi Line | |
| 06/08/23 | 2023 | Hub International Limited | T. Souphis Insurance Consulting LLC | MI | Insurance Broker | Retail | EB & Consulting | |
| 06/06/23 | 2023 | Integrity Marketing Group LLC | Christian Brindle Insurance Services | UT | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 06/06/23 | 2023 | Ryan Specialty Holdings, Inc. | Certain Assets Of ACE Benefit Partners, Inc. | Insurance Broker | MGA | EB & Consulting | Download | |
| 06/06/23 | 2023 | Ryan Specialty Holdings, Inc. | Point6 Healthcare | TX | MGA | EB & Consulting | Download | |
| 06/06/23 | 2023 | Saybrus Partners | Prudential Life Distributors | Insurance Broker | Wholesale | EB & Consulting | Download | |
| 06/05/23 | 2023 | Hub International Limited | Employee benefits assets | Insurance Broker | Retail | EB & Consulting | ||
| 06/03/23 | 2023 | Keystone Agency Partners LLC | Maurer Noel Evans LLC | AZ | Independent Agency/Broker | Retail | Multi Line | |
| 06/02/23 | 2023 | Risk Strategies Company, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 06/01/23 | 2023 | Keystone Agency Partners LLC | Assets of James M. Drost | Independent Agency/Broker | Retail | P&C | ||
| 06/01/23 | 2023 | Marshall & Sterling Insurance, Inc. | The Hearn Agency Inc | Independent Agency/Broker | Retail | Multi Line | Download | |
| 06/01/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 06/01/23 | 2023 | Accretive Insurance Solutions, Inc. | Property and casualty insurance services division of Breckenridge IS, Inc. | OH | Insurance Broker | MGA | P&C | |
| 06/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 06/01/23 | 2023 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 06/01/23 | 2023 | BroadStreet Partners, Inc. | Certain insurance assets | Insurance Broker | Retail | P&C | ||
| 06/01/23 | 2023 | BroadStreet Partners, Inc. | Certain insurance assets | Insurance Broker | Retail | P&C | ||
| 06/01/23 | 2023 | BroadStreet Partners, Inc. | Certain insurance assets | Insurance Broker | Retail | P&C | ||
| 06/01/23 | 2023 | Hub International Limited | EINSURANCE | IL | Wholesale | Multi Line | Download | |
| 06/01/23 | 2023 | Hub International Limited | Horan Health | OH | Retail | EB & Consulting | Download | |
| 06/01/23 | 2023 | Inszone Insurance Services, Inc. | Fogle Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 06/01/23 | 2023 | LTC Global, Inc. | The Blair Agency, Inc. | MO | Insurance Broker | Retail | EB & Consulting | Download |
| 06/01/23 | 2023 | Marsh & McLennan Companies, Inc. | SOLV Risk Solutions, LLC | TX | Insurance Broker | Retail | Multi Line | Download |
| 06/01/23 | 2023 | Risk Strategies Company, LLC | Strategic Benefit Solutions, Inc. | Independent Agency/Broker | Retail | EB & Consulting | ||
| 06/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Agency | Independent Agency/Broker | Retail | EB & Consulting | ||
| 06/01/23 | 2023 | Winged Keel Group, LLC | The Madison Group, Inc. | CO | Insurance Broker | Retail | EB & Consulting | Download |
| 06/01/23 | 2023 | World Insurance Associates LLC | Wm F. Borhek Insurance Agency, Inc | MA | Retail | P&C | Download | |
| 06/01/23 | 2023 | World Insurance Associates, LLC | Business of Shield Insurance Services, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 06/01/23 | 2023 | World Insurance Associates, LLC | M. Adams & Associates, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 05/31/23 | 2023 | Hub International Limited | Health Insurance Consultants, LLC | MI | Independent Agency/Broker | Retail | EB & Consulting | |
| 05/31/23 | 2023 | Integrity Marketing Group LLC | Patriot Family Financial | VA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 05/31/23 | 2023 | Inszone Insurance Services, Inc. | MAURICE TAYLOR INSURANCE BROKERS, INC. | Independent Agency/Broker | Retail | P&C |
