Industry Transactions

2024 Acquisition Details (YTD as of March 31, 2024)

Who’s Buying
Insurance Brokers – Independent16
Insurance Brokers – Public9
Insurance Brokers – Private Capital-Backed85
Insurance Carrier and Other3
Banks and Thrifts1
What’s Being Bought
Full Service29
P&C65
Multi Line20
Retail vs. Specialty
Retail95
Specialty19

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

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Announced DateDeal YearBuyerSellerSeller LocationBuyer TypeSeller TypeSeller Line of BusinessPress Release
04/24/142014Arthur J. Gallagher & Co.American Wholesalers Underwriting, Ltd.CTPublic BrokerWholesaleP&C
04/24/142014Brown & Brown, Inc.Pacific Resources Benefits Advisors, LLCILPublic BrokerRetailEB & Consulting
04/24/142014Brown & Brown, Inc.Pacific Resources Benefits Advisors, LLCILPublic BrokerRetailEB & Consulting
04/24/142014Eastern Bank CorporationSmith Buckley & Hunt Insurance Agency, Inc.MABank or ThriftRetailMulti Line
04/24/142014Eastern Bank CorporationSmith Buckley & Hunt Insurance Agency, Inc.MABank or ThriftRetailMulti Line
04/24/142014Kemmons Wilson Insurance Group LLCHeritage Financial Group, LLCTNIndependent Agency/BrokerRetailEB & Consulting
04/24/142014Kemmons Wilson Insurance Group LLCHeritage Financial Group, LLCTNIndependent Agency/BrokerRetailEB & Consulting
04/18/142014First National Bank of GilmerHogue Insurance Agency, Inc.TXBank or ThriftRetailMulti Line
04/18/142014First National Bank of GilmerHogue Insurance Agency, Inc.TXBank or ThriftRetailMulti Line
04/18/142014NFP Corp.Schwartz Brothers Insurance Agency, Inc.ILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/18/142014NFP Corp.Schwartz Brothers Insurance Agency, Inc.ILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/16/142014PSA Holdings, IncArmada Employer ServicesMDIndependent Agency/BrokerRetailEB & Consulting
04/16/142014PSA Holdings, IncArmada Employer ServicesMDIndependent Agency/BrokerRetailEB & Consulting
04/16/142014USI Holdings CorporationWebb & Greer Insurance Agency, Inc.AZIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/16/142014USI Holdings CorporationWebb & Greer Insurance Agency, Inc.AZIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/14/142014Selman & CompanyAssociation & Society Insurance CorporationMDIndependent Agency/BrokerRetailEB & Consulting
04/14/142014Selman & CompanyAssociation & Society Insurance CorporationMDIndependent Agency/BrokerRetailEB & Consulting
04/14/142014Selman & CompanyLife and accident insurance administration business of MAI Services CorporationOHIndependent Agency/BrokerRetailMulti Line
04/14/142014Selman & CompanyLife and accident insurance administration business of MAI Services CorporationOHIndependent Agency/BrokerRetailMulti Line
04/11/142014AssuredPartners, Inc.CBS Coverage Group, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/11/142014AssuredPartners, Inc.CBS Coverage Group, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/09/142014AssuredPartners, Inc.Landry Harris & Co.LAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/09/142014AssuredPartners, Inc.Landry Harris & Co.LAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/09/142014BancorpSouth, Inc.Knox Insurance Group, LLCLABank or ThriftRetailP&C
04/09/142014BancorpSouth, Inc.Knox Insurance Group, LLCLABank or ThriftRetailP&C
04/09/142014Cross InsuranceTroy, Pires & Allen InsuranceRIIndependent Agency/BrokerRetailP&C
04/09/142014Cross InsuranceTroy, Pires & Allen InsuranceRIIndependent Agency/BrokerRetailP&C
04/04/142014Arthur J. Gallagher & Co.Beacon Enterprises, Inc.FLPublic BrokerRetailEB & Consulting
04/04/142014Arthur J. Gallagher & Co.Beacon Enterprises, Inc.FLPublic BrokerRetailEB & Consulting
04/04/142014Marsh & McLennan Companies, Inc.Capstone Insurance Services, LLCSCPublic BrokerRetailMulti Line
04/04/142014Marsh & McLennan Companies, Inc.Capstone Insurance Services, LLCSCPublic BrokerRetailMulti Line
04/03/142014AssuredPartners, Inc.Morris H. Bannister & Son, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/03/142014AssuredPartners, Inc.Morris H. Bannister & Son, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/02/142014Hub International LimitedArgus Insurance, Inc.WAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/02/142014Hub International LimitedArgus Insurance, Inc.WAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/01/142014Acrisure, LLCDittmar Agency, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/142014Acrisure, LLCDittmar Agency, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/142014AssuredPartners, Inc.Property/Casualty and Group Benefits Insurance from Hancock Holding CompanyIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/01/142014AssuredPartners, Inc.Property/Casualty and Group Benefits Insurance from Hancock Holding CompanyIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/01/142014BB&T CorporationCaledonian Insurance Group Inc.WABank or ThriftRetailP&C
04/01/142014BB&T CorporationCaledonian Insurance Group Inc.WABank or ThriftRetailP&C
04/01/142014Johnson & Johnson, Inc.Stateside Underwriting Agency, Inc.ILIndependent Agency/BrokerWholesaleP&C
04/01/142014Johnson & Johnson, Inc.Stateside Underwriting Agency, Inc.ILIndependent Agency/BrokerWholesaleP&C
04/01/142014Odyssey Re Holdings Corp.Motor Transport Underwriters, Inc.INInsurance CompanyWholesaleP&C
04/01/142014Odyssey Re Holdings Corp.Motor Transport Underwriters, Inc.INInsurance CompanyWholesaleP&C
04/01/142014World Insurance Associates, LLCHauswirth & Sons Insurance ConsultantsNJIndependent Agency/BrokerRetailP&C
04/01/142014World Insurance Associates, LLCHauswirth & Sons Insurance ConsultantsNJIndependent Agency/BrokerRetailP&C
03/31/142014Norton Agency Insurance, LLCMagus Risk Solutions, LLCGAIndependent Agency/BrokerRetailP&C
03/31/142014Norton Agency Insurance, LLCMagus Risk Solutions, LLCGAIndependent Agency/BrokerRetailP&C
03/31/142014Stratton AgencyPizzaSurance division of Willis Insurance ServicesCAIndependent Agency/BrokerRetailP&C
03/31/142014Stratton AgencyPizzaSurance division of Willis Insurance ServicesCAIndependent Agency/BrokerRetailP&C
03/27/142014BB&T CorporationWoodbury & Co.NCBank or ThriftRetailMulti Line
03/27/142014BB&T CorporationWoodbury & Co.NCBank or ThriftRetailMulti Line
03/24/142014Arthur J. Gallagher & Co.Spataro Insurance Agency, Inc.NYPublic BrokerRetailP&C
03/24/142014Arthur J. Gallagher & Co.Spataro Insurance Agency, Inc.NYPublic BrokerRetailP&C
03/24/142014AssuredPartners, Inc.Spencer Lloyd and service teamFLIndependent Agency/Broker- Private Capital BackedWholesaleP&C
03/24/142014AssuredPartners, Inc.Spencer Lloyd and service teamFLIndependent Agency/Broker- Private Capital BackedWholesaleP&C
03/24/142014Biglari HoldingsFirst Guard Insurance Co.FLOther BuyerWholesaleP&C
03/24/142014Biglari HoldingsFirst Guard Insurance Co.FLOther BuyerWholesaleP&C
03/24/142014Hylant Group, Inc.TDC BenefitsOHIndependent Agency/BrokerRetailEB & Consulting
03/24/142014Hylant Group, Inc.TDC BenefitsOHIndependent Agency/BrokerRetailEB & Consulting
03/20/142014Engle MartinTotura & Co.FLIndependent Agency/BrokerRetailP&C
03/20/142014Engle MartinTotura & Co.FLIndependent Agency/BrokerRetailP&C
03/18/142014Arthur J. Gallagher & Co.L&R Benefits, LLCCTPublic BrokerRetailEB & Consulting
03/18/142014Arthur J. Gallagher & Co.L&R Benefits, LLCCTPublic BrokerRetailEB & Consulting
03/14/142014The McGowan CompaniesBreeds Hill Insurance Agency, Inc.MAIndependent Agency/BrokerWholesaleP&C
03/14/142014The McGowan CompaniesBreeds Hill Insurance Agency, Inc.MAIndependent Agency/BrokerWholesaleP&C
03/12/142014Higginbotham & Associates, Inc.Edgmon Insurance AgencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
03/12/142014Higginbotham & Associates, Inc.Edgmon Insurance AgencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
03/07/142014Acrisure, LLCCIMA Companies Inc.VAIndependent Agency/Broker- Private Capital BackedWholesaleMulti Line
03/07/142014Acrisure, LLCCIMA Companies Inc.VAIndependent Agency/Broker- Private Capital BackedWholesaleMulti Line
03/05/142014Hub International LimitedFirst National Administrators, Inc.NYIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
03/05/142014Hub International LimitedFirst National Administrators, Inc.NYIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
03/04/142014Arthur J. Gallagher & Co.Tudor Risk Services, LLCMAPublic BrokerRetailMulti Line
03/04/142014Arthur J. Gallagher & Co.Tudor Risk Services, LLCMAPublic BrokerRetailMulti Line
03/04/142014Undisclosed buyerCustomer accounts and fixed assetsVAOther BuyerRetailP&C
03/04/142014Undisclosed buyerCustomer accounts and fixed assetsVAOther BuyerRetailP&C
03/03/142014Confie Seguros Insurance ServicesIda Tunnell InsuranceTXIndependent Agency/Broker- Private Capital BackedRetailP&C
03/03/142014Confie Seguros Insurance ServicesIda Tunnell InsuranceTXIndependent Agency/Broker- Private Capital BackedRetailP&C
03/03/142014Hub International LimitedCorporate Benefit Consultants, Inc.ILIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/03/142014Hub International LimitedCorporate Benefit Consultants, Inc.ILIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/03/142014Marsh & McLennan Companies, Inc.Transition AssistMAPublic BrokerRetailEB & Consulting
03/03/142014Marsh & McLennan Companies, Inc.Transition AssistMAPublic BrokerRetailEB & Consulting
03/01/142014North Point Group, Inc.Taylor Turner & Hartsfield LLCGAIndependent Agency/BrokerRetailMulti Line
03/01/142014North Point Group, Inc.Taylor Turner & Hartsfield LLCGAIndependent Agency/BrokerRetailMulti Line
02/28/142014World Insurance Associates, LLCFritz Insurance Agency, Inc.PAIndependent Agency/BrokerRetailP&C
02/28/142014World Insurance Associates, LLCFritz Insurance Agency, Inc.PAIndependent Agency/BrokerRetailP&C
02/25/142014AssuredPartners, Inc.Bateman Agency, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
02/25/142014AssuredPartners, Inc.Bateman Agency, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
02/24/142014Altamont Capital Management, LLCCelestite Holdings, Inc.TXOther BuyerWholesaleP&C
02/24/142014Altamont Capital Management, LLCCelestite Holdings, Inc.TXOther BuyerWholesaleP&C
02/24/142014PSA Holdings, IncRisk Management Councill, Inc.MDIndependent Agency/BrokerRetailP&C
02/24/142014PSA Holdings, IncRisk Management Councill, Inc.MDIndependent Agency/BrokerRetailP&C
02/20/142014Arthur J. Gallagher & Co.Kent, Kent & TingleLAPublic BrokerRetailP&C
02/20/142014Arthur J. Gallagher & Co.Kent, Kent & TingleLAPublic BrokerRetailP&C
02/20/142014Sentry Insurance, a Mutual CompanyAnchor Managing General Agency, Inc.ALInsurance CompanyWholesaleP&C
02/20/142014Sentry Insurance, a Mutual CompanyAnchor Managing General Agency, Inc.ALInsurance CompanyWholesaleP&C
02/19/142014Arthur J. Gallagher & Co.Insurance & Actuarial Consultants, LLCTXPublic BrokerRetailP&C
02/19/142014Arthur J. Gallagher & Co.Insurance & Actuarial Consultants, LLCTXPublic BrokerRetailP&C
02/18/142014AssuredPartners, Inc.Creech & Stafford Insurance Agency, Inc.KYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/18/142014AssuredPartners, Inc.Creech & Stafford Insurance Agency, Inc.KYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/18/142014Johnson & Johnson, Inc.H.T. Bailey Insurance GroupMAIndependent Agency/BrokerWholesaleP&C
02/18/142014Johnson & Johnson, Inc.H.T. Bailey Insurance GroupMAIndependent Agency/BrokerWholesaleP&C
02/14/142014Arthur J. Gallagher & Co.Benefit Development Group, Inc.ALPublic BrokerRetailEB & Consulting
02/14/142014Arthur J. Gallagher & Co.Benefit Development Group, Inc.ALPublic BrokerRetailEB & Consulting
02/13/142014Marketscout CorporationBowling CenterMIIndependent Agency/BrokerWholesaleP&C
02/13/142014Marketscout CorporationBowling CenterMIIndependent Agency/BrokerWholesaleP&C
02/13/142014Ryan Specialty Group, LLCBlais Excess & Surplus Agency of Texas, Ltd.TXIndependent Agency/BrokerWholesaleP&C
02/13/142014Ryan Specialty Group, LLCBlais Excess & Surplus Agency of Texas, Ltd.TXIndependent Agency/BrokerWholesaleP&C
02/07/142014AssuredPartners, Inc.Anna Berman Agency, LLCNJIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/07/142014AssuredPartners, Inc.Anna Berman Agency, LLCNJIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/07/142014CoBank, ACBCrop Insurance BusinessMTBank or ThriftRetailP&C
02/07/142014CoBank, ACBCrop Insurance BusinessMTBank or ThriftRetailP&C
02/05/142014AssuredPartners, Inc.AirSure Limited LLCCOIndependent Agency/Broker- Private Capital BackedRetailP&C
02/05/142014AssuredPartners, Inc.AirSure Limited LLCCOIndependent Agency/Broker- Private Capital BackedRetailP&C
02/05/142014Marsh & McLennan Companies, Inc.Bond Network, Inc.NCPublic BrokerWholesaleP&C
02/05/142014Marsh & McLennan Companies, Inc.Bond Network, Inc.NCPublic BrokerWholesaleP&C
02/05/142014The McGowan CompaniesKlein Insurance Services, Inc.NJIndependent Agency/BrokerWholesaleP&C
02/05/142014The McGowan CompaniesKlein Insurance Services, Inc.NJIndependent Agency/BrokerWholesaleP&C
02/04/142014Hub International LimitedBaldrica & Company, Inc.COIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/04/142014Hub International LimitedBaldrica & Company, Inc.COIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/04/142014Hub International LimitedTammariello Group, LLCLAIndependent Agency/Broker- Private Capital BackedRetailP&C
02/04/142014Hub International LimitedTammariello Group, LLCLAIndependent Agency/Broker- Private Capital BackedRetailP&C
02/03/142014Confie Seguros Insurance Services1-Stop Financial Service Centers of America, LLCTXIndependent Agency/Broker- Private Capital BackedRetailP&C
02/03/142014Confie Seguros Insurance Services1-Stop Financial Service Centers of America, LLCTXIndependent Agency/Broker- Private Capital BackedRetailP&C
02/03/142014Marsh & McLennan Companies, Inc.Barney & Barney LLCCAPublic BrokerRetailMulti Line
02/03/142014Marsh & McLennan Companies, Inc.Barney & Barney LLCCAPublic BrokerRetailMulti Line
02/03/142014Marsh & McLennan Companies, Inc.Great Lakes Employee Benefit Services, Inc.MIPublic BrokerRetailEB & Consulting
02/03/142014Marsh & McLennan Companies, Inc.Great Lakes Employee Benefit Services, Inc.MIPublic BrokerRetailEB & Consulting
02/03/142014NSM Insurance Group, Inc.Professional Underwriters Agency, Inc.ILIndependent Agency/Broker- Private Capital BackedWholesaleP&C
02/03/142014NSM Insurance Group, Inc.Professional Underwriters Agency, Inc.ILIndependent Agency/Broker- Private Capital BackedWholesaleP&C
02/01/142014Blackmoor General Agency, LLCPennsylvania branch of Connecticut UnderwritersPAIndependent Agency/BrokerWholesaleP&C
02/01/142014Blackmoor General Agency, LLCPennsylvania branch of Connecticut UnderwritersPAIndependent Agency/BrokerWholesaleP&C
02/01/142014Bogan, Dunlap & Wood Insurance Agency, L.L.C.Flowers & McKeller, Inc.TXIndependent Agency/BrokerRetailP&C
02/01/142014Bogan, Dunlap & Wood Insurance Agency, L.L.C.Flowers & McKeller, Inc.TXIndependent Agency/BrokerRetailP&C
02/01/142014Cretcher Heartland, LLCPower Group Company LLCKSIndependent Agency/BrokerRetailMulti Line
02/01/142014Cretcher Heartland, LLCPower Group Company LLCKSIndependent Agency/BrokerRetailMulti Line
02/01/142014Cross InsuranceDriscoll Agency, Inc.MAIndependent Agency/BrokerRetailMulti Line
02/01/142014Cross InsuranceDriscoll Agency, Inc.MAIndependent Agency/BrokerRetailMulti Line
01/31/142014Acrisure, LLCInSource, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/31/142014Acrisure, LLCInSource, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/31/142014Tompkins Financial CorporationCertain assets of Breakthrough Benefits, LLCPABank or ThriftRetailEB & Consulting
01/31/142014Tompkins Financial CorporationCertain assets of Breakthrough Benefits, LLCPABank or ThriftRetailEB & Consulting
01/30/142014INSURICA Insurance Management NetworkJoe West CompanyOKIndependent Agency/BrokerRetailMulti Line
01/30/142014INSURICA Insurance Management NetworkJoe West CompanyOKIndependent Agency/BrokerRetailMulti Line
01/28/142014AssuredPartners, Inc.Insurance Back Office, Inc.KSIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/28/142014AssuredPartners, Inc.Insurance Back Office, Inc.KSIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/28/142014USI Holdings CorporationTravers, O’keefe & Associates, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/28/142014USI Holdings CorporationTravers, O’keefe & Associates, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/27/142014Berkshire Hathaway Inc.Insure America LLCWIInsurance CompanyWholesaleP&C
01/27/142014Berkshire Hathaway Inc.Insure America LLCWIInsurance CompanyWholesaleP&C
01/27/142014Kohlberg Kravis Roberts & Co. L.P.Majority Stake in Sedgwick Claims Management Services Inc.TNOther BuyerRetailMulti Line
01/27/142014Kohlberg Kravis Roberts & Co. L.P.Majority Stake in Sedgwick Claims Management Services Inc.TNOther BuyerRetailMulti Line
01/23/142014USI Holdings Corporation42 Insurance brokerage and consulting locations from Wells Fargo InsuranceIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/23/142014USI Holdings Corporation42 Insurance brokerage and consulting locations from Wells Fargo InsuranceIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/23/142014Willis Group Holdings LimitedEmployee benefits consulting division of Capital Strategies GroupALPublic BrokerRetailEB & Consulting
01/23/142014Willis Group Holdings LimitedEmployee benefits consulting division of Capital Strategies GroupALPublic BrokerRetailEB & Consulting
01/21/142014EPIC (Edgewood Partners Insurance Center)Certain assets of Altus Specialty GroupMAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
01/21/142014EPIC (Edgewood Partners Insurance Center)Certain assets of Altus Specialty GroupMAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
01/20/142014AssuredPartners, Inc.Commercial Insurance Services, Inc.WVIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/20/142014AssuredPartners, Inc.Commercial Insurance Services, Inc.WVIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/17/142014USI Holdings CorporationOscar & AssociatesNJIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
01/17/142014USI Holdings CorporationOscar & AssociatesNJIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
01/16/142014Captive Resources, LLCHealthCare Risk Specialists, LLCCTIndependent Agency/BrokerWholesaleP&C
01/16/142014Captive Resources, LLCHealthCare Risk Specialists, LLCCTIndependent Agency/BrokerWholesaleP&C
01/16/142014Captive Resources, LLCWestern Summit, Inc.FLIndependent Agency/BrokerWholesaleP&C
01/16/142014Captive Resources, LLCWestern Summit, Inc.FLIndependent Agency/BrokerWholesaleP&C
01/16/142014Higginbotham & Associates, Inc.Talon Insurance Agency LtdTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/16/142014Higginbotham & Associates, Inc.Talon Insurance Agency LtdTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/15/142014Bolton & CompanyRick Gombar Insurance Services, Inc.CAIndependent Agency/BrokerRetailP&C
01/15/142014Bolton & CompanyRick Gombar Insurance Services, Inc.CAIndependent Agency/BrokerRetailP&C
01/14/142014Cross InsuranceThe Insurance Exchange, Inc.CTIndependent Agency/BrokerRetailP&C
01/14/142014Cross InsuranceThe Insurance Exchange, Inc.CTIndependent Agency/BrokerRetailP&C
01/14/142014Leavitt Group Enterprises, Inc.Mountain West BenefitsMTIndependent Agency/BrokerRetailEB & Consulting
01/14/142014Leavitt Group Enterprises, Inc.Mountain West BenefitsMTIndependent Agency/BrokerRetailEB & Consulting
01/14/142014Risk Strategies Company, LLCDataRisk LLCNHIndependent Agency/Broker- Private Capital BackedRetailP&C
01/14/142014Risk Strategies Company, LLCDataRisk LLCNHIndependent Agency/Broker- Private Capital BackedRetailP&C
01/14/142014USI Holdings CorporationQuintessential Advisors, Ltd.OHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/14/142014USI Holdings CorporationQuintessential Advisors, Ltd.OHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/13/142014Bloss & Dillard Inc.Agents Insurance Markets Inc.VAIndependent Agency/BrokerWholesaleP&C
01/13/142014Bloss & Dillard Inc.Agents Insurance Markets Inc.VAIndependent Agency/BrokerWholesaleP&C
01/13/142014Corcoran & Havlin Insurance GroupSciarratta & Doucette Insurance AgencyMAIndependent Agency/BrokerRetailMulti Line
01/13/142014Corcoran & Havlin Insurance GroupSciarratta & Doucette Insurance AgencyMAIndependent Agency/BrokerRetailMulti Line
01/09/142014EPIC (Edgewood Partners Insurance Center)The McCart GroupGAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/09/142014EPIC (Edgewood Partners Insurance Center)The McCart GroupGAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/07/142014Alliant Insurance ServicesSagewell Partners, Inc.PAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/07/142014Alliant Insurance ServicesSagewell Partners, Inc.PAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/07/142014AssuredPartners, Inc.Leonard Insurance Services Agency, Inc.OHIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/07/142014AssuredPartners, Inc.Leonard Insurance Services Agency, Inc.OHIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/07/142014InsureonInsurance NoodleILIndependent Agency/BrokerWholesaleP&C
01/07/142014InsureonInsurance NoodleILIndependent Agency/BrokerWholesaleP&C
01/07/142014Lucien Wright Insurance AgencyPaul Lowe AgencyTXIndependent Agency/BrokerRetailP&C
01/07/142014Lucien Wright Insurance AgencyPaul Lowe AgencyTXIndependent Agency/BrokerRetailP&C
01/07/142014The Segal GroupPortion of the business of Moroni FantinMIIndependent Agency/BrokerRetailEB & Consulting
01/07/142014The Segal GroupPortion of the business of Moroni FantinMIIndependent Agency/BrokerRetailEB & Consulting
01/06/142014AmWINS GroupCharles A. Walker CorporationNYIndependent Agency/Broker- Private Capital BackedWholesaleP&C
01/06/142014AmWINS GroupCharles A. Walker CorporationNYIndependent Agency/Broker- Private Capital BackedWholesaleP&C
01/06/142014NSM Insurance Group, Inc.American Collectors Insurance, Inc.NJIndependent Agency/Broker- Private Capital BackedWholesaleP&C
01/06/142014NSM Insurance Group, Inc.American Collectors Insurance, Inc.NJIndependent Agency/Broker- Private Capital BackedWholesaleP&C
01/06/142014OceanPoint Financial Partners, MHCRaymond Insurance Agency, Inc.RIBank or ThriftRetailP&C