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 |
|---|---|---|---|---|---|---|---|---|
| 06/02/25 | 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 |
| 04/21/25 | 2025 | Ryan Specialty Group | Certain assets of USQRisk Insurance Services, LLC | NY | Public Broker | Retail | MGA | Download |
| 04/21/25 | 2025 | The Decker Agency | NT Able Agency Inc. | Independent Agency/Broker | Retail | P&C | ||
| 04/17/25 | 2025 | AmeriLife Group | Innovative Benefit Concepts | AZ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 04/17/25 | 2025 | AmWINS Group | Plover Parametrics book of business | NY | Independent Agency/Broker | MGA | P&C | Download |
| 04/17/25 | 2025 | Capital Farm Credit | Bennett Crop Insurance | TX | Bank or Thrift | Retail | P&C | Download |
| 04/17/25 | 2025 | Capital Farm Credit | Taylor Crop Insurance | TX | Bank or Thrift | Retail | P&C | Download |
| 04/17/25 | 2025 | Inszone Insurance Services | Davidson Insurance Agency, Ltd. | MO | Independent Agency/Broker | Retail | P&C | Download |
| 04/17/25 | 2025 | The Hilb Group | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 04/16/25 | 2025 | ALKEME Holdings Corporation | Tim Crawford Insurance Agency, Inc. | MI | Independent Agency/Broker | Retail | P&C | Download |
| 04/16/25 | 2025 | Equal Parts | Lumen Insurance Technologies, LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 04/15/25 | 2025 | Inszone Insurance Services | Munson Insurance Agency | KS | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/15/25 | 2025 | OneDigital Health and Benefits | Fortune Insurance | WA | Independent Agency/Broker | Retail | P&C | Download |
| 04/14/25 | 2025 | Highstreet Insurance Partners | Cross Coastal Advisors, LLC | Independent Agency/Broker | Retail | Multi Line | ||
| 04/10/25 | 2025 | COVU | CIII Insurance Services | CA | Independent Agency/Broker | Retail | P&C | Download |
| 04/10/25 | 2025 | Inszone Insurance Services | Hart Insurance Agency, Inc. | WA | Independent Agency/Broker | Retail | P&C | Download |
| 04/10/25 | 2025 | Integrated Specialty Coverages | TravelInsurance.com | NY | Independent Agency/Broker | Wholesale | P&C | Download |
| 04/10/25 | 2025 | Investor group | BroadStreet Partners, Inc. | OH | Other Buyer | Retail | P&C | Download |
| 04/09/25 | 2025 | AmeriLife Group | The Ohlson Group | IN | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 04/09/25 | 2025 | Aon Corporation | Brownyard MacLean Security Insurance Services, LLC | MI | Public Broker | MGA | P&C | Download |
| 04/09/25 | 2025 | BroadStreet Partners | Holloway and Hunt Insurance LL | AL | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/09/25 | 2025 | BroadStreet Partners | O M Hughes | AL | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/09/25 | 2025 | BroadStreet Partners | Vigilant Gulf Coast Insurance LLC | AL | Independent Agency/Broker | Retail | P&C | Download |
| 04/09/25 | 2025 | Higginbotham & Associates | Tidwell & Hilburn Insurance | GA | Independent Agency/Broker | Retail | P&C | Download |
| 04/08/25 | 2025 | AmeriLife Group | Mid-Atlantic Marketing Solutions | NC | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 04/08/25 | 2025 | Hub International | Assets Of Employee Benefit Associates Inc. | KY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 04/07/25 | 2025 | Hub International | Assets of Meyer & Rosenbaum, Inc. | MI | Independent Agency/Broker | Retail | P&C | Download |
| 04/03/25 | 2025 | Hub International | Assets of Dansig Inc. | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 04/03/25 | 2025 | Nirvana | Pulse | Independent Agency/Broker | MGA | P&C | Download | |
| 04/02/25 | 2025 | Arthur J. Gallagher & Co. | Imbs Holdings, Inc. | MO | Public Broker | Retail | P&C | Download |
| 04/02/25 | 2025 | Keystone Agency Partners | Assets of Thomas Fenner Woods Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 04/02/25 | 2025 | Marsh & McLennan Companies | Arthur Hall Insurance, Inc. | PA | Public Broker | Retail | P&C | Download |
| 04/02/25 | 2025 | Warner Pacific Insurance Services | Black, Gould & Associates Inc. | AZ | Independent Agency/Broker | MGA | EB & Consulting | Download |
| 04/01/25 | 2025 | Acrisure | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 04/01/25 | 2025 | Acrisure | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 04/01/25 | 2025 | AmeriLife Group | Fulmer Insurance Group | NV | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 04/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 04/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 04/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 04/01/25 | 2025 | BroadStreet Partners | The Reardon Agency | CT | Independent Agency/Broker | Retail | P&C | Download |
| 04/01/25 | 2025 | Colony Bankcorp | The Ellerbee Agency | GA | Bank or Thrift | Retail | P&C | Download |
| 04/01/25 | 2025 | Fort Insurance | Yachtsafe Global | FL | Independent Agency/Broker | MGA | P&C | Download |
| 04/01/25 | 2025 | Heffernan Insurance Brokers | Pac Global Insurance Brokerage, Inc. | CA | Independent Agency/Broker | MGA | P&C | Download |
| 04/01/25 | 2025 | Hub International | Henriott Group, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 04/01/25 | 2025 | Keystone Agency Partners | Assets of Bess Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 04/01/25 | 2025 | Lawley Insurance | Retail Insurance Agency / Wealth Mgmt Firm | Independent Agency/Broker | Retail | P&C | ||
| 04/01/25 | 2025 | Safeguard Investment Advisory Group | Solutions First Financial Group | AZ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 04/01/25 | 2025 | Starkweather & Shepley Insurance Brokerage | AiK2 Insurance Services | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 04/01/25 | 2025 | Willis Towers Watson | Global Commercial Credit LLC | MI | Public Broker | Retail | P&C | Download |
| 04/01/25 | 2025 | Woodlands Financial Group | Denise Davis Insurance | TX | Public Broker | Retail | Multi Line | Download |
| 03/31/25 | 2025 | Hub International | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 03/31/25 | 2025 | Inszone Insurance Services | Employee Benefits Advantage | OK | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/31/25 | 2025 | Inszone Insurance Services | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 03/31/25 | 2025 | King Risk Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 03/31/25 | 2025 | King Risk Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 03/31/25 | 2025 | Relation Insurance Services | True-Course Aviation Insurance Services Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 03/31/25 | 2025 | Silverio Insurance | Secky Insurance Agency | MA | Independent Agency/Broker | Retail | P&C | Download |
| 03/31/25 | 2025 | The Liberty Company Insurance Brokers | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 03/27/25 | 2025 | Integrity Marketing Group LLC | The Quantum Group | AZ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/25/25 | 2025 | King Insurance Agency, Inc. | Credille Insurance Agency, Inc. | MS | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/24/25 | 2025 | Arthur J. Gallagher & Co. | Litchfield Special Risks, Inc. | TX | Public Broker | MGA | P&C | Download |
| 03/24/25 | 2025 | Arthur J. Gallagher & Co. | Litchfield Special Risks, Inc. | TX | Public Broker | MGA | P&C | Download |
| 03/24/25 | 2025 | Sterling Insurance Group Limited | Soo Hoo Insurance Agency | MA | Independent Agency/Broker | Retail | P&C | Download |
| 03/20/25 | 2025 | Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München | Next Insurance, Inc. | CA | Insurance Company | Wholesale | P&C | Download |
| 03/20/25 | 2025 | Palomar Holdings, Inc. | Advanced AgProtection, LLC | TX | Insurance Company | MGA | P&C | Download |
| 03/18/25 | 2025 | CRC Insurance Services, Inc. | Risk Transfer Partners | TX | Independent Agency/Broker | Wholesale | P&C | Download |
| 03/18/25 | 2025 | Integrity Marketing Group LLC | The Elite Agency | CA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 03/14/25 | 2025 | ALKEME Holdings Corporation | Boz Insurance Services, Inc. | Independent Agency/Broker | MGA | P&C | ||
| 03/14/25 | 2025 | ALKEME Holdings Corporation | Built Insurance Brokerage Llc | Independent Agency/Broker | Retail | P&C | ||
| 03/14/25 | 2025 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 03/13/25 | 2025 | Keystone Agency Partners LLC | Ascent Insurance Group | OK | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/13/25 | 2025 | Keystone Agency Partners LLC | Cole, Paine & Carlin Insurance Agency, Inc. | OK | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/13/25 | 2025 | Keystone Agency Partners LLC | Cole, Paine & Carlin Insurance Agency, Inc. | OK | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/12/25 | 2025 | Balance Partners, LLC | Vanguard Specialty LLC | FL | Independent Agency/Broker | MGA | P&C | Download |
| 03/12/25 | 2025 | World Insurance Associates | Archambaut Insurance Associates | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/11/25 | 2025 | Integrity Marketing Group LLC | The Modern Insurance Store | OH | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 03/10/25 | 2025 | HUB International Limited | Assets of Scott Costolo, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 03/10/25 | 2025 | PIB Group | Litica | DE | Independent Agency/Broker | MGA | P&C | Download |
| 03/07/25 | 2025 | Ftp Inc | Coastal Flood Underwriters , LLC | FL | Independent Agency/Broker | MGA | P&C | Download |
| 03/07/25 | 2025 | Keystone Agency Partners LLC | Loman-Ray Insurance Group, LLC | Independent Agency/Broker | Retail | Multi Line | ||
| 03/06/25 | 2025 | King Insurance Agency, Inc. | Watts Dawson & Associates, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 03/06/25 | 2025 | King Insurance Agency, Inc. | Watts Dawson & Associates, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 03/06/25 | 2025 | The River Company Payroll & Tax LLC | Rogers Insurance Agency, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 03/06/25 | 2025 | The River Company Payroll & Tax LLC | Westan Insurance Group | TX | Independent Agency/Broker | Retail | P&C | Download |
| 03/06/25 | 2025 | The River Company Payroll & Tax LLC | Rogers Insurance Agency, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 03/06/25 | 2025 | The River Company Payroll & Tax LLC | Westan Insurance Group | TX | Independent Agency/Broker | Retail | P&C | Download |
| 03/05/25 | 2025 | World Insurance Associates | Pelican Insurance Group LLC | Bank or Thrift | Retail | P&C | ||
| 03/05/25 | 2025 | CCIG | Carver and Associates Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 03/05/25 | 2025 | HUB International Limited | Assets of Malloy Imrie & Vasconi Insurance Services | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/05/25 | 2025 | HUB International Limited | Assets of Malloy Imrie & Vasconi Insurance Services | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 03/04/25 | 2025 | Arthur J. Gallagher & Co. | Woodruff-Sawyer & Co., Inc. | CA | Public Broker | Retail | Multi Line | Download |
| 03/04/25 | 2025 | Arthur J. Gallagher & Co. | Woodruff-Sawyer & Co., Inc. | CA | Public Broker | Retail | Multi Line | Download |
| 03/04/25 | 2025 | Inszone Insurance Services | JKJ Benefits, LLC | TX | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/04/25 | 2025 | Odeko Inc. | Sidewalk Group, Inc. | FL | Other Buyer | Retail | P&C | Download |
| 03/04/25 | 2025 | United Insurance Agency | Advantage Insurance | ME | Independent Agency/Broker | Retail | P&C | Download |
| 03/04/25 | 2025 | United Insurance Agency | Bessey Insurance | ME | Independent Agency/Broker | Retail | P&C | Download |
| 03/04/25 | 2025 | United Insurance Agency | D&H Insurance | ME | Independent Agency/Broker | Retail | P&C | Download |
| 03/04/25 | 2025 | United Insurance Agency | Kimball Insurance | ME | Independent Agency/Broker | Retail | P&C | Download |
| 03/04/25 | 2025 | United Insurance Agency | Weber Insurance | ME | Independent Agency/Broker | Retail | P&C | Download |
| 03/03/25 | 2025 | AmWINS Group | Community Association Insurance | NV | Independent Agency/Broker | MGA | P&C | Download |
| 03/03/25 | 2025 | Arthur J. Gallagher & Co. | Dyste Agency, Inc. | MN | Public Broker | Retail | P&C | Download |
| 03/03/25 | 2025 | Arthur J. Gallagher & Co. | Dyste Agency, Inc. | MN | Public Broker | Retail | P&C | Download |
| 03/03/25 | 2025 | Higginbotham & Associates | Program Insurance Group | TX | Independent Agency/Broker | MGA | P&C | Download |
| 03/03/25 | 2025 | World Insurance Associates, LLC | Lighthouse Insurance Agency, LLC | Independent Agency/Broker | Retail | P&C | ||
| 03/01/25 | 2025 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 03/01/25 | 2025 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 03/01/25 | 2025 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 03/01/25 | 2025 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 03/01/25 | 2025 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 03/01/25 | 2025 | The Liberty Company Insurance Brokers | D.B. Jones Associates, LLC | NJ | Independent Agency/Broker | Wholesale | P&C | Download |
| 03/01/25 | 2025 | World Insurance Associates | Burke & Burke Insurance Marketing | LA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 03/01/25 | 2025 | World Insurance Associates | Courtney Insurance Services | LA | Independent Agency/Broker | Retail | P&C | Download |
| 03/01/25 | 2025 | World Insurance Associates | Erwin Insurance Agency | LA | Independent Agency/Broker | Retail | Multi Line | Download |
