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 |
|---|---|---|---|---|---|---|---|---|
| 03/31/17 | 2017 | Acrisure, LLC | USIS | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/31/17 | 2017 | Ascension Insurance, Inc. | Retail Operations | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/31/17 | 2017 | Hilb Group LLC | Undisclosed Insurance Agency (RI) | RI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/31/17 | 2017 | Ryan Specialty Group, LLC | LoVullo Associates Inc. | NY | Independent Agency/Broker | MGA | P&C | |
| 03/29/17 | 2017 | AssuredPartners, Inc. | Fleet Risk Management, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/27/17 | 2017 | K2 Insurance Services, LLC | Star & Shield Services LLC | GA | Independent Agency/Broker | MGA | P&C | |
| 03/27/17 | 2017 | Keller-Brown Insurance Services | H. N. Fishel and Associates, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
| 03/27/17 | 2017 | Risk Strategies Company, LLC | Terrell Insurance Services, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/24/17 | 2017 | Commonwealth Financial Group, Inc. | MassMutual Southern New England/MassMutual Northern New England | NH | Independent Agency/Broker | Retail | EB & Consulting | |
| 03/24/17 | 2017 | Independence Holding Company | PetPartners, Inc. | NC | Insurance Company | MGA | P&C | |
| 03/24/17 | 2017 | Liberty Mutual Insurance Group | TRU Services LLC. | MA | Insurance Company | MGA | P&C | |
| 03/24/17 | 2017 | LifeStore Financial Group (MHC) | Greystone Insurance Associates, Inc. | NC | Bank or Thrift | Retail | Multi Line | |
| 03/23/17 | 2017 | Tokio Marine & Nichido Fire Insurance Co., Ltd. | International Ag Insurance Solutions LLC | IA | Insurance Company | MGA | P&C | |
| 03/22/17 | 2017 | Arthur J. Gallagher & Co. | Farallone Pacific Insurance Services, LLC | CA | Public Broker | Retail | P&C | |
| 03/21/17 | 2017 | AssuredPartners, Inc. | Bell-Anderson (Joe Anderson Book of Business) | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/21/17 | 2017 | AssuredPartners, Inc. | Book of business | ID | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/21/17 | 2017 | Baldwin Risk Partners | Bradenton Insurance, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/20/17 | 2017 | Arthur J. Gallagher & Co. | Nicoud Insurance Services | IL | Public Broker | Retail | Multi Line | |
| 03/20/17 | 2017 | AssuredPartners, Inc. | M.F. Irvine Companies, LLC | PA | Independent Agency/Broker- Private Capital Backed | MGA | Multi Line | |
| 03/17/17 | 2017 | Kohlberg Kravis Roberts & Co. L.P. | U.S.I. Holdings Corporation | NY | Other Buyer | Retail | Multi Line | |
| 03/14/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | MO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/14/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | MO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/13/17 | 2017 | Alliant Insurance Services | Burkhardt Consulting, LLC | ID | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/13/17 | 2017 | Wheeler & Taylor Insurance, Inc. | Great Barrington office of GoodWorks Insurance | MA | Insurance Company | Retail | Multi Line | |
| 03/10/17 | 2017 | AssuredPartners, Inc. | Janice Anderson | CO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/10/17 | 2017 | NFP Corp. | Associated Agency Group, LLC | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/09/17 | 2017 | AssuredPartners, Inc. | Keenan & Associates, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/09/17 | 2017 | EPIC (Edgewood Partners Insurance Center) | Capacity Group, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | MGA | Multi Line | |
| 03/08/17 | 2017 | United Insurance Agency, Inc. | Holler-Grapes Agency | NY | Independent Agency/Broker | Retail | P&C | |
| 03/07/17 | 2017 | NFP Corp. | Hole-in-One U.S.A. | NV | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 03/07/17 | 2017 | RightSure Insurance Group | Chaparral Insurance Agency, Inc. | AZ | Independent Agency/Broker | Retail | P&C | |
| 03/06/17 | 2017 | Hub International Limited | Cassco Insurance Inc. | MT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/03/17 | 2017 | Hub International Limited | Tri-Star Insurance Professionals, Inc. | TX | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 03/02/17 | 2017 | BHMS Investments | Peter C. Foy & Associates Insurance Services, LLC | CA | Other Buyer | Retail | Multi Line | |
| 03/02/17 | 2017 | Marsh & McLennan Companies, Inc. | Blakestad, Inc. | MN | Public Broker | Retail | P&C | |
| 03/01/17 | 2017 | Acentria Insurance | Walker Insurance & Financial Services, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | |
| 03/01/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency (IL) | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Asset | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | ||
| 03/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Asset | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 03/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | ||
| 03/01/17 | 2017 | Hilb Group LLC | American Truck Insurance Exchange, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/17 | 2017 | Hub International Limited | BCI Group, Inc. | OR | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/01/17 | 2017 | Hub International Limited | Leavitt Insurance Services of Southern California, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/01/17 | 2017 | Linnett Group | book of business | Independent Agency/Broker | Retail | P&C | ||
| 03/01/17 | 2017 | OneGroup NY, Inc. | Dryfoos Insurance Agency, Inc. | PA | Bank or Thrift | Retail | Multi Line | |
| 03/01/17 | 2017 | Plexus Groupe LLC | Fairway Financial Insurance Group, Inc. | IL | Independent Agency/Broker | Retail | Multi Line | |
| 03/01/17 | 2017 | United Fidelity Life Insurance Company | Pinnacle Consulting Group LLC | KS | Independent Agency/Broker | Retail | EB & Consulting | |
| 02/28/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/28/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/28/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency (MI) | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/28/17 | 2017 | Baldwin Risk Partners | Affordable Home Insurance Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/28/17 | 2017 | Digital Insurance, Inc. | Benefit Planning Group | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/28/17 | 2017 | Management Group | William A. Graham Company | PA | Independent Agency/Broker | Retail | Multi Line | |
| 02/28/17 | 2017 | Stone Point Capital LLC | NFP Corp. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 02/28/17 | 2017 | United Community Financial Corp. | Undisclosed insurance agency | Insurance Company | Retail | Multi Line | ||
| 02/28/17 | 2017 | USI Holdings Corporation | Carolina First Associates, LLC | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/27/17 | 2017 | Fifth Third Bancorp | R.G. McGraw Insurance Agency, Inc. | OH | Bank or Thrift | Retail | P&C | |
| 02/24/17 | 2017 | Ryan Specialty Group, LLC | Trident Marine Managers Inc. | TX | Independent Agency/Broker | MGA | P&C | |
| 02/22/17 | 2017 | Baldwin Risk Partners | D&M Insurance Solutions, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/21/17 | 2017 | All Risks, Ltd. | American Management Advisors, Inc. | PA | Independent Agency/Broker | MGA | P&C | |
| 02/21/17 | 2017 | Arthur J. Gallagher & Co. | Kelly Financial, Inc. | WI | Public Broker | Retail | P&C | |
| 02/21/17 | 2017 | Hub International Limited | Employers Resource Group Financial & Insurance Services Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/16/17 | 2017 | AssuredPartners, Inc. | Dealey, Renton & Associates Insurance Brokers | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/16/17 | 2017 | Hub International Limited | Denali Alaskan Insurance, LLC | AK | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/15/17 | 2017 | Renaissance Alliance Insurance Services, LLC | Peter M. Bakker Agency, Inc. | CT | Other Buyer | Retail | Multi Line | |
| 02/15/17 | 2017 | Undisclosed buyer | Houston General Insurance Management Company | MA | Independent Agency/Broker | Retail | P&C | |
| 02/08/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | MO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/08/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/07/17 | 2017 | Arthur J. Gallagher & Co. | Lewis & Associates Insurance Brokers, Inc. | CA | Public Broker | Retail | EB & Consulting | |
| 02/07/17 | 2017 | Marsh & McLennan Companies, Inc. | iaCONSULTING | TX | Public Broker | Retail | EB & Consulting | |
| 02/07/17 | 2017 | USI Holdings Corporation | Accelerated Financial Planning Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/06/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/02/17 | 2017 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (FL) | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/02/17 | 2017 | EPIC (Edgewood Partners Insurance Center) | Benefit Compass Insurance Services LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/02/17 | 2017 | Gravie, Inc. | Breitenfeldt Group | MN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/02/17 | 2017 | Reick Insurance Agency | Silveus Insurance Group, Inc. | IN | Independent Agency/Broker | Retail | P&C | |
| 02/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 02/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 02/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 02/01/17 | 2017 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/01/17 | 2017 | Digital Insurance, Inc. | Gary G Oetgen Inc | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/01/17 | 2017 | Eastern Bank Corporation | Chase and Lunt Insurance Agency LLC | MA | Bank or Thrift | Retail | Multi Line | |
| 02/01/17 | 2017 | Hilb Group LLC | Charlotte Insurance | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/01/17 | 2017 | Hilb Group LLC | Group benefits division | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/01/17 | 2017 | Insgroup, Inc. | Fawcett Group, Inc. | TX | Independent Agency/Broker | Retail | EB & Consulting | |
| 02/01/17 | 2017 | NFP Corp. | Thomas Insurance Agency of Benton, Inc. | AR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/01/17 | 2017 | Seeman Holtz Property and Casualty, Inc. | Dave Cutright Insurance Agency, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/01/17 | 2017 | World Insurance Associates, LLC | Coverage Administrators Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 01/31/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/31/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/31/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/31/17 | 2017 | Arthur J. Gallagher & Co. | Presidio Group, Inc. | UT | Public Broker | Retail | EB & Consulting | |
| 01/31/17 | 2017 | Dostal & Kirk, Inc. | Scharer Insurance, Inc. | OH | Independent Agency/Broker | Retail | Multi Line | |
| 01/30/17 | 2017 | Arthur J. Gallagher & Co. | Eagle Insurance Agency, LLC | NY | Public Broker | Retail | Multi Line | |
| 01/30/17 | 2017 | Validus Holdings, Ltd. | ADM Crop Risk Services Inc. | IL | Other Buyer | MGA | P&C | |
| 01/27/17 | 2017 | Jardine Lloyd Thompson Group Plc | Construction Risk Partners, LLC | NJ | Independent Agency/Broker | MGA | P&C | |
| 01/26/17 | 2017 | Ryan Specialty Group, LLC | Interstate Insurance Management, Inc. | PA | Independent Agency/Broker | MGA | P&C | |
| 01/25/17 | 2017 | AssuredPartners, Inc. | Philips Agency | MO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/24/17 | 2017 | H.W. Kaufman Financial Group | Essential Insurance Services Inc. | CO | Independent Agency/Broker | Retail | P&C | |
| 01/20/17 | 2017 | NFP Corp. | McLaughlin & Smoak LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/19/17 | 2017 | Arthur J. Gallagher & Co. | Adco General Corporation | CO | Public Broker | Wholesale | P&C | |
| 01/19/17 | 2017 | Starkweather & Shepley Insurance Brokerage, Inc. | McGrath Insurance Group, Inc. | MA | Insurance Company | Retail | Multi Line | |
| 01/18/17 | 2017 | Risk Strategies Company, LLC | University Health Plans, Inc. | MA | Independent Agency/Broker- Private Capital Backed | MGA | EB & Consulting | |
| 01/17/17 | 2017 | Hanover Insurance Group, Inc. | Certain assets of Charity First Insurance Services, Inc. | CA | Insurance Company | MGA | P&C | |
| 01/17/17 | 2017 | USI Holdings Corporation | Diversified Insurance Service, LLC | OH | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/13/17 | 2017 | Arthur J. Gallagher & Co. | Hill, Chesson & Woody, Inc. | NC | Public Broker | Retail | P&C | |
| 01/13/17 | 2017 | Marsh & McLennan Companies, Inc. | J. Smith Lanier & Co. | GA | Public Broker | Retail | Multi Line | |
| 01/12/17 | 2017 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/10/17 | 2017 | Acentria Insurance | Huff Insurance Agency of Southwest Florida, LLC | FL | Independent Agency/Broker | Retail | P&C | |
| 01/10/17 | 2017 | Digital Insurance, Inc. | C.T. Hellmuth and Associates Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/09/17 | 2017 | Arthur J. Gallagher & Co. | Construction Risk Solutions, LLC | MD | Public Broker | Retail | P&C | |
| 01/06/17 | 2017 | Hub International Limited | Hubbard-Bert, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/04/17 | 2017 | Assurant, Inc. | GTI Holdings Corp. | SD | Insurance Company | Retail | P&C | |
| 01/04/17 | 2017 | Baldwin Risk Partners | Ryan Insurance & Financial Services | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/04/17 | 2017 | Crichton Group | RLH Agency, LLC | TN | Independent Agency/Broker | Retail | Multi Line | |
| 01/04/17 | 2017 | Cross Insurance | President Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 01/04/17 | 2017 | Genstar Capital, LLC | Alera Group, Inc. | IL | Other Buyer | Retail | Multi Line | |
| 01/03/17 | 2017 | Brown & Brown, Inc. | Commercial MGA assets of The Insurance House, Inc. | GA | Public Broker | Wholesale | P&C | |
| 01/03/17 | 2017 | Confie Seguros Insurance Services | Auto Insurance America Corporation | NV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/03/17 | 2017 | Jardine Lloyd Thompson Group Plc | Risk & Re-Insurance Solutions Corporation | FL | Independent Agency/Broker | MGA | P&C | |
| 01/03/17 | 2017 | K2 Insurance Services, LLC | WaterPlus, FirePlus and JPA in-force expirations | CA | Independent Agency/Broker | MGA | P&C | |
| 01/03/17 | 2017 | Kato Insurance Agency, Inc. | Willard and Williams Insurance Agency | MN | Independent Agency/Broker | Retail | P&C | |
| 01/03/17 | 2017 | Prime Risk Partners, Inc. | Mintz, Girgan & Brightly, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/01/17 | 2017 | Acrisure, LLC | LiDAC Employee Benefit Solutions | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/01/17 | 2017 | Acrisure, LLC | Undisclosed Insurance Agency (MI) | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/17 | 2017 | Avant, LLC | Supermarket Insurance Group | KS | Independent Agency/Broker | MGA | P&C | |
| 01/01/17 | 2017 | BroadStreet Partners, Inc. | Book of business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 01/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 01/01/17 | 2017 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 01/01/17 | 2017 | Evans Bancorp, Inc. | Mietus Agency | NY | Bank or Thrift | Retail | P&C | |
| 01/01/17 | 2017 | Hitson Insurance Agency Inc | Crum & Blazer Insurance, Inc. | TN | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/17 | 2017 | Lake Michigan Credit Union | Goddard-Talmay Agency, Inc. | MI | Other Buyer | Retail | Multi Line | |
| 01/01/17 | 2017 | Lake Michigan Credit Union | Katt Insurance Agency, LLC | MI | Other Buyer | Retail | Multi Line | |
| 01/01/17 | 2017 | Leavitt Group Enterprises, Inc. | Norcal Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 01/01/17 | 2017 | OneGroup NY, Inc. | Benefits Advisory Service, Inc. | NY | Bank or Thrift | Retail | Multi Line | |
| 01/01/17 | 2017 | Plexus Groupe LLC | PensionMetrics Ltd. | IL | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/01/17 | 2017 | Richards Group | Holden Financial Services, Inc. | VT | Independent Agency/Broker | Retail | P&C | |
| 01/01/17 | 2017 | Robertson Ryan & Associates, Inc. | Allied Insurance Centers, Inc. | WI | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/17 | 2017 | Schumacher Insurance Agency | Clarke Insurance Agency | KY | Independent Agency/Broker | Retail | P&C | |
| 01/01/17 | 2017 | The Andrew Agency | Wallace and Wallace Insurance Agency Inc. | MD | Independent Agency/Broker | Retail | P&C | |
| 01/01/17 | 2017 | World Insurance Associates, LLC | A Berne Corp Insurance | NJ | Independent Agency/Broker | Retail | P&C | |
| 12/31/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (PA) | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/16 | 2016 | Evans Bancorp, Inc. | A.M. Smith Group, Inc. | NY | Bank or Thrift | Retail | P&C | |
| 12/31/16 | 2016 | TrueNorth Companies LLC | CSB Insurance Group, Inc. | IA | Independent Agency/Broker | Retail | P&C | |
| 12/30/16 | 2016 | Alera Group, Inc. | A&B Insurance and Financial, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/30/16 | 2016 | Alera Group, Inc. | American Insurance Administrators, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/30/16 | 2016 | Alera Group, Inc. | Beacon Retiree Benefits Group, LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | Benefit Advisors Network | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | Benico, Ltd. | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | Brown and Noyes, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | C.M. Smith Agency, Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | Centennial Group Benefits and Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | Corporate Plans, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | Coury Health Services, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/30/16 | 2016 | Alera Group, Inc. | Forum Benefits, Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | GCG Financial, Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | Hampson-Mowrer Agency, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/30/16 | 2016 | Alera Group, Inc. | HP Planning, LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/30/16 | 2016 | Alera Group, Inc. | INGROUP Associates, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/30/16 | 2016 | Alera Group, Inc. | J.A. Counter & Associates, Inc. | WI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | K.B. Group Services, Inc. | IA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/30/16 | 2016 | Alera Group, Inc. | Pentra, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | PWA Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | Robert G. Relph Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | Shirazi-Miller Benefits, LLC | CO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | Silberstein Insurance Group, LLC | MD | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Alera Group, Inc. | TRUEbenefits LLC | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/30/16 | 2016 | Alera Group, Inc. | Virtus Benefits, LLC | TN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/16 | 2016 | Hub International Limited | Tevis Insurance Solutions, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/30/16 | 2016 | NFP Corp. | City Securities Insurance, LLC | IN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/30/16 | 2016 | USI Holdings Corporation | Diversified Insurance Service | OH | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/28/16 | 2016 | Seeman Holtz Property and Casualty, Inc. | JMD Insurance | FL | Independent Agency/Broker | Retail | P&C | |
| 12/28/16 | 2016 | Seeman Holtz Property and Casualty, Inc. | National Insurance Solutions, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 12/21/16 | 2016 | Digital Insurance, Inc. | Designing Benefits Inc | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/20/16 | 2016 | Arthur J. Gallagher & Co. | Group Insurance Associates, Inc. | LA | Public Broker | Retail | Multi Line | |
| 12/20/16 | 2016 | Risk Strategies Company, LLC | Advanced Insurance Underwriters | FL | Independent Agency/Broker- Private Capital Backed | MGA | Multi Line | |
| 12/20/16 | 2016 | USI Holdings Corporation | Ball Peoples | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/19/16 | 2016 | BancorpSouth, Inc. | Waguespack & Associates Insurance, Inc. | LA | Bank or Thrift | Retail | Multi Line | |
| 12/19/16 | 2016 | Confie Seguros Insurance Services | Goodman and Rolnick, Inc. | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/19/16 | 2016 | Jardine Lloyd Thompson Group Plc | StoneHill Reinsurance Partners, LLC | MN | Independent Agency/Broker | Wholesale | P&C | |
| 12/19/16 | 2016 | Kaplansky Insurance Agency, Inc. | R. P. Ahearn Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 12/16/16 | 2016 | Acrisure, LLC | Commercial insurance and employee benefits books of business | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | ||
| 12/16/16 | 2016 | Arthur J. Gallagher & Co. | National Ethics Bureau, Inc. | CA | Public Broker | MGA | P&C | |
| 12/15/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (AK) | AK | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/15/16 | 2016 | INSURICA Insurance Management Network | DFB Insurance Group, LLC | TX | Independent Agency/Broker | Retail | Multi Line | |
| 12/14/16 | 2016 | Arthur J. Gallagher & Co. | MW Bagnall Company | AZ | Public Broker | Retail | EB & Consulting | |
| 12/12/16 | 2016 | Berends Hendricks Stuit Insurance Agency, Inc. | Strategic Employee Benefit Services of Western Michigan, LLC | MI | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/08/16 | 2016 | Hub International Limited | Global Marine Insurance Agency | MI | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 12/07/16 | 2016 | Avery W. Hall Insurance Agency, Inc. | Gordy Insurance Agency Inc. | DE | Independent Agency/Broker | Retail | Multi Line | |
| 12/07/16 | 2016 | JenCap Holdings | NIF Group | NY | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 12/06/16 | 2016 | Hub International Limited | Medley/Turrentine & Associates, LLC | OK | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/05/16 | 2016 | Hub International Limited | MDW Insurance Group, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/05/16 | 2016 | Protector Holdings, LLC | Big Savings Insurance Agency, Inc | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/05/16 | 2016 | Worldwide Facilities, Inc. | Trinity Underwriting Managers, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 12/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (CT) | CT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/16 | 2016 | Hilb Group LLC | Endeavor Insurance Services, Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/16 | 2016 | Hub International Limited | Pinnacle Financial Group Inc./ Pinnacle Insurance Agency Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/01/16 | 2016 | Woodruff-Sawyer & Co. | Neovia Integrated Insurance Services | CA | Independent Agency/Broker | Retail | EB & Consulting |