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 |
|---|---|---|---|---|---|---|---|---|
| 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 | |
| 11/30/16 | 2016 | Marsh & McLennan Companies, Inc. | Benefits Resource Group, Inc. | OH | Public Broker | Retail | EB & Consulting | |
| 11/22/16 | 2016 | AssuredPartners, Inc. | TJ&S, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/17/16 | 2016 | RightSure Insurance Group | American Cornerstone Insurance, LLC | AZ | Independent Agency/Broker | Retail | P&C | |
| 11/15/16 | 2016 | Cross Insurance | Brown, Thayer, Shedd, Inc. | ME | Independent Agency/Broker | Retail | P&C | |
| 11/15/16 | 2016 | Cross Insurance | J.P. Henderson | ME | Independent Agency/Broker | Retail | P&C | |
| 11/11/16 | 2016 | Hub International Limited | MDA, Inc. | MT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/09/16 | 2016 | Hub International Limited | Luk-Sal LLC | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/08/16 | 2016 | Arthur J. Gallagher & Co. | Regency Insurance Group, Inc. | MI | Public Broker | MGA | Multi Line | |
| 11/03/16 | 2016 | Hub International Limited | Book of business | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/02/16 | 2016 | Leavitt Group Enterprises, Inc. | BB&H Benefit Designs, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/01/16 | 2016 | A.N. Ansay & Associates, Inc. | Thomas Insurance Group | WI | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (PA) | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/16 | 2016 | Aspen Insurance Holdings Limited | Blue Waters Insurers, Corp. | PR | Other Buyer | Retail | P&C | |
| 11/01/16 | 2016 | Blue Cross and Blue Shield of South Carolina | Spectrum Underwriting Managers, Inc. | IN | Insurance Company | MGA | EB & Consulting | |
| 11/01/16 | 2016 | Hub International Limited | Riviera Insurance Services, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/01/16 | 2016 | John L. Wortham & Son, L.P. | John R. Ray & Sons, Inc | TX | Independent Agency/Broker | Retail | Multi Line | |
| 10/31/16 | 2016 | AssuredPartners, Inc. | Insurance Resource Consultants | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/26/16 | 2016 | Confie Seguros Insurance Services | Hulme Corporation, dba Alamo Auto Insurance | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/26/16 | 2016 | Confie Seguros Insurance Services | Lockwood Agency Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/26/16 | 2016 | Confie Seguros Insurance Services | Salermo Insurance Agency, LLC. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/26/16 | 2016 | Frost-Klossner-Swan, Inc. | Barbrick Properties, Inc. | NY | Independent Agency/Broker | Retail | P&C | |
| 10/26/16 | 2016 | Leavitt Group Enterprises, Inc. | Murray and Murray Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 10/21/16 | 2016 | Management Group | Acrisure, LLC | MI | Independent Agency/Broker | Retail | Multi Line | |
| 10/20/16 | 2016 | Venbrook Group, LLC | Brooks Insurance Group | NJ | Independent Agency/Broker | Wholesale | P&C | |
| 10/19/16 | 2016 | Independence Holding Company | ABACUS Group, LLC | TN | Insurance Company | MGA | EB & Consulting | |
| 10/18/16 | 2016 | Tarpey Insurance Group Inc. | Tsb Insurance Service, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 10/17/16 | 2016 | PSA Holdings, Inc | NextLogical Benefit Strategies, LLC | MD | Independent Agency/Broker | Retail | EB & Consulting | |
| 10/13/16 | 2016 | Northwest Bancshares, Inc. | Winans Insurance & Employee Benefits | PA | Bank or Thrift | Retail | Multi Line | |
| 10/12/16 | 2016 | Cross Insurance | Colt Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 10/11/16 | 2016 | Dragoneer Investment Group, LCC | AmWINS Group, Inc. | NC | Other Buyer | Wholesale | Multi Line | |
| 10/06/16 | 2016 | AssuredPartners, Inc. | Kentucky Insurance Group, LLC | KY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/05/16 | 2016 | Hub International Limited | Mayport Insurance & Realty, Inc. | ND | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/05/16 | 2016 | Plexus Groupe LLC | Ingensa Partners, LLC | IL | Independent Agency/Broker | Retail | Multi Line | |
| 10/04/16 | 2016 | Hub International Limited | Sweet & Baker Insurance Brokers, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/04/16 | 2016 | Maritime Program Group, Inc. | Axiom Insurance Management, Ltd. | GA | Independent Agency/Broker | MGA | P&C | |
| 10/03/16 | 2016 | Alliant Insurance Services | Hecht Group | OR | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/03/16 | 2016 | Crum & Forster Enterprise | Trinity Risk, LLC | CT | Insurance Company | MGA | EB & Consulting | |
| 10/03/16 | 2016 | Hub International Limited | Norton Insurance Agency, Inc. | ME | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (PA) | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (PA) | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (PA) | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/01/16 | 2016 | Ascension Insurance, Inc. | GreenPoint Insurance Group, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/01/16 | 2016 | BroadStreet Partners, Inc. | Book of business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 10/01/16 | 2016 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | ||
| 10/01/16 | 2016 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 10/01/16 | 2016 | Hilb Group LLC | Fundamental Insurance And Retirement Planning, Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/01/16 | 2016 | WinStar Insurance Group, LLC | Regnier & Associates, Inc. | TX | Independent Agency/Broker | Retail | P&C | |
| 09/30/16 | 2016 | Marsh & McLennan Companies, Inc. | Vero Insurance, Inc. | FL | Public Broker | Retail | Multi Line | |
| 09/28/16 | 2016 | DTRT Insurance Group | Setnor & Associates Insurance | FL | Independent Agency/Broker | Retail | P&C | |
| 09/27/16 | 2016 | J.C. Flowers & Co. LLC | Travelex Insurance Services Incorporation | NE | Other Buyer | Retail | P&C | |
| 09/23/16 | 2016 | ELMC Group, LLC | IOA Re Inc | PA | Independent Agency/Broker- Private Capital Backed | MGA | EB & Consulting | |
| 09/23/16 | 2016 | J.C. Flowers & Co. LLC | ELMC Group, LLC | NY | Other Buyer | MGA | EB & Consulting | |
| 09/21/16 | 2016 | NSI Insurance Group | KMH Insurance Services, LLC | NY | Independent Agency/Broker | Wholesale | P&C | |
| 09/20/16 | 2016 | Cross Insurance | Owen Cole | ME | Independent Agency/Broker | Retail | P&C | |
| 09/20/16 | 2016 | Risk Strategies Company, LLC | Kahn-Carlin & Company, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/19/16 | 2016 | JenCap Holdings | M.J. Kelly Company | MO | Independent Agency/Broker- Private Capital Backed | MGA | Multi Line | |
| 09/19/16 | 2016 | NFP Corp. | Malpractice Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/19/16 | 2016 | USI Holdings Corporation | Johnson & Bryan, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/15/16 | 2016 | Insurance Services United Inc. | Runkles Insurance Agency, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
| 09/15/16 | 2016 | Johnson Financial Group, Inc. | Monterey Benefits, LLC | AZ | Bank or Thrift | Retail | EB & Consulting | |
| 09/14/16 | 2016 | Brown & Brown, Inc. | Kronholm Insurance Services, Inc. | CT | Public Broker | MGA | Multi Line | |
| 09/12/16 | 2016 | Capacity Group, Inc. | ARM-Capacity of New York, LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/12/16 | 2016 | Confie Seguros Insurance Services | Absolute Insurance Agency, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/12/16 | 2016 | Confie Seguros Insurance Services | BMR Agency, LLC | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/12/16 | 2016 | Confie Seguros Insurance Services | Osorio and Family LLC | NV | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/08/16 | 2016 | Alliant Insurance Services | Farmin Rothrock & Parrott, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/08/16 | 2016 | BMS Intermediaries, Inc. | Advocate Reinsurance Partners, LLC | TX | Independent Agency/Broker | MGA | P&C | |
| 09/08/16 | 2016 | Digital Insurance, Inc. | Mann & Watters Insurance, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/08/16 | 2016 | NFP Corp. | Serra & DelVecchio Insurance, LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/07/16 | 2016 | Andrew G. Gordon Insurance Inc. | Atlantic Advisers Insurance Agency Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 09/07/16 | 2016 | Eastern Bank Corporation | John E. Patterson Insurance Agency, Inc. | MA | Bank or Thrift | Retail | Multi Line | |
| 09/07/16 | 2016 | Evergreen P&C Insurance Agency, Inc. | Sheridan's assets | NJ | Independent Agency/Broker | Retail | P&C | |
| 09/07/16 | 2016 | Higginbotham & Associates, Inc. | Davis Insurance Agency, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/06/16 | 2016 | Southwest Business Corporation | Levy & Levy & Lefton Insurance Agency | TX | Other Buyer | Retail | Multi Line | |
| 09/02/16 | 2016 | Furman Co., Inc. | Morgan Insurance Agency | SC | Independent Agency/Broker | Retail | Multi Line | |
| 09/02/16 | 2016 | Hub International Limited | Certain assets of Hickey & Associates Inc. | RI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/02/16 | 2016 | Integro, Ltd. | Insurance Revolution, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (OH) | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/16 | 2016 | AssuredPartners, Inc. | Benefit Specialists Inc. | OR | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/01/16 | 2016 | AssuredPartners, Inc. | Southern Risk Management, LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/16 | 2016 | BroadStreet Partners, Inc. | Book of business | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | ||
| 09/01/16 | 2016 | BroadStreet Partners, Inc. | Book of business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 09/01/16 | 2016 | BroadStreet Partners, Inc. | Book of business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 09/01/16 | 2016 | BroadStreet Partners, Inc. | Undisclosed Insurance Agency (GA) | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/16 | 2016 | Digital Insurance, Inc. | Strategic Employee Benefit Services - Minnesota, Inc. | MN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/01/16 | 2016 | Hub International Limited | Patterson Insurance Brokers Inc. | AK | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/01/16 | 2016 | Kraus-Anderson Insurance | Onyx Benefit Advisors LLC | MN | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/01/16 | 2016 | LP Insurance Services, Inc. | McMullen Insurance Agency | NV | Independent Agency/Broker | Retail | Multi Line | |
| 09/01/16 | 2016 | Risk Strategies Company, LLC | TSG Financial, LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/01/16 | 2016 | SCS Insurance Agency | Meldon-Silverman Agency, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 09/01/16 | 2016 | Starr International Company, Inc. | Wright USA | DE | Insurance Company | MGA | Multi Line | |
| 09/01/16 | 2016 | World Insurance Associates, LLC | Book of business | NJ | Independent Agency/Broker | Retail | P&C | |
| 08/31/16 | 2016 | Lake Michigan Credit Union | Minor-Field Insurance Agency, Inc. | MI | Other Buyer | Retail | Multi Line | |
| 08/17/16 | 2016 | Community Development Insurance Services, LLC | Hoban Insurance Services Inc | MN | Bank or Thrift | Retail | P&C | |
| 08/16/16 | 2016 | Holman Insurance Services, LLC | Risk Partners, Inc. | NJ | Independent Agency/Broker | MGA | P&C | |
| 08/16/16 | 2016 | Teachers Credit Union | Summit Insurance Agency, Inc. | IN | Other Buyer | Retail | Multi Line | |
| 08/12/16 | 2016 | DSP Insurance Services | Sj Benefits Group, Inc. | IL | Independent Agency/Broker | Retail | Multi Line | |
| 08/11/16 | 2016 | MB & Associates, LLC | Olin Miller Insurance, Inc. | MO | Independent Agency/Broker | Retail | P&C | |
| 08/05/16 | 2016 | ABRY Partners | NSM Insurance Group, Inc. | PA | Other Buyer | MGA | P&C | |
| 08/05/16 | 2016 | NFP Corp. | Coury Group, Inc. | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 08/04/16 | 2016 | Sandy Spring Bancorp, Inc. | Advantage Group, Inc. | MD | Bank or Thrift | Retail | Multi Line | |
| 08/03/16 | 2016 | U.S. Risk Insurance Group, Inc. | Continental Risk Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | Multi Line | |
| 08/02/16 | 2016 | AmWINS Group | Private Client Insurance Group, LLC | FL | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 08/02/16 | 2016 | Arthur J. Gallagher & Co. | Victory Insurance Agency, Inc. | TX | Public Broker | Retail | Multi Line | |
| 08/02/16 | 2016 | Element Group LLC | Singleton Insurance Agency, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
| 08/01/16 | 2016 | Acentria Insurance | Insurance Center of South Florida, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | |
| 08/01/16 | 2016 | Acrisure, LLC | Chadler Solutions, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/01/16 | 2016 | Acrisure, LLC | Southern California Insurance Brokerage, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/01/16 | 2016 | Acrisure, LLC | Undisclosed Insurance Agency (CA) | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C |
