Industry Transactions

Acquisition Details

Who’s Buying
Insurance Brokers – Independent60
Insurance Brokers – Public29
Insurance Brokers – Private Capital-Backed334
Insurance Carrier and Other26
Banks and Thrifts5
What’s Being Bought
Full Service122
P&C252
Employee Benefits80
Retail vs. Specialty
Retail347
Specialty107

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 12/21/2023.

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
03/13/122012Arthur J. Gallagher & Co.Human Resource Management Systems, LLCILPublic BrokerRetailEB & Consulting
03/13/122012Confie Seguros Insurance ServicesPower Auto Insurance Sales, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/13/122012Marsh & McLennan Companies, Inc.KSPH LLCVAPublic BrokerRetailEB & Consulting
03/09/122012TrueNorth Companies LLCFrank W. Berlin & Associates LLCIAIndependent Agency/BrokerRetailEB & Consulting
03/08/122012Arthur J. Gallagher & Co.Wischmeyer Benefit PartnersTXPublic BrokerRetailEB & Consulting
03/01/122012Moody Insurance Agency, Inc.IRG Underwriters, LLC. (book of business)COIndependent Agency/BrokerRetailP&C
02/29/122012Private Investor - Barry SherStewart Insurance Service, Inc.CAOther BuyerRetailP&C
02/22/122012Brown & Brown, Inc.Kane Partners, Inc.NYPublic BrokerRetailEB & Consulting
02/22/122012USI Holdings CorporationPinnacle GroupVAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/17/122012Arthur J. Gallagher & Co.First Premium Insurance Group, Inc.LAPublic BrokerWholesaleP&C
02/17/122012USI Holdings CorporationEuclid Retail BusinessILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/14/122012Encore Bancshares, Inc.Whittington Insurance Agency Inc.TXBank or ThriftRetailP&C
02/13/122012Pacific Resources - Management TeamPacific ResourcesILOther BuyerRetailEB & Consulting
02/09/122012Harbour InsuranceFidelity Insurance AssociatesFLIndependent Agency/BrokerRetailMulti Line
02/08/122012AssuredPartners, Inc.Jenkins Insurance Services, Inc.INIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/07/122012Arthur J. Gallagher & Co.Detlefs Johnson & PartnersLAPublic BrokerRetailEB & Consulting
02/07/122012Arthur J. Gallagher & Co.ProSource Financial, LLCILPublic BrokerRetailEB & Consulting
02/06/122012Northwest Farm Credit Services, ACAHermance Insurance Agency, LLCWABank or ThriftRetailP&C
02/06/122012The Buckner Co.Leonardson InsuranceIDIndependent Agency/BrokerRetailP&C
02/03/122012BB&T CorporationCrump Life Insurance Services Inc. / Crump Insurance Services Inc.NJBank or ThriftWholesaleMulti Line
02/03/122012The Liberty Company Insurance BrokersC.M. Meiers Co.CAIndependent Agency/BrokerRetailMulti Line
02/01/122012Alliant Insurance ServicesThesco Retirement Planning ServicesNYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/01/122012C&S Insurance Agency, Inc.Colonial Insurance Services, Inc.MAIndependent Agency/BrokerRetailMulti Line
02/01/122012Hub International LimitedMahres & Mahres Insurance AgencyNMIndependent Agency/Broker- Private Capital BackedRetailP&C
02/01/122012MountainOne Financial PartnersStevenson & Company, Inc.MAOther BuyerRetailP&C
02/01/122012NFP Corp.Driscoll Insurance Agency, Inc.CAPublic BrokerRetailMulti Line
02/01/122012Texas Dow Employees Credit UnionBurridge Insurance Agency, Inc.TXOther BuyerRetailEB & Consulting
01/31/122012Foundation Financial Group, LLCB&R Insurance, Inc.FLOther BuyerRetailP&C
01/31/122012Investors Title CompanyUndisclosed insurance agencyOther BuyerRetailP&C
01/31/122012Texas Dow Employees Credit UnionAssurance Insurance Agency, LLCTXOther BuyerRetailMulti Line
01/27/122012Ontario Teachers’ Pension PlanBroadStreet Capital Partners, Inc.OHOther BuyerRetailMulti Line
01/24/122012Stephens Inc.Grace Group, Inc.ARIndependent Agency/Broker- Private Capital BackedRetailP&C
01/20/122012AssuredPartners, Inc.Dawson CompaniesOHIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/19/122012Arthur J. Gallagher & Co.Riley & Associates, Inc.SCPublic BrokerRetailP&C
01/19/122012Ventura Partners BHR, LPVentura assets of Barlocker Insurance ServicesCAIndependent Agency/BrokerRetailMulti Line
01/17/122012International Marketing and Administration CompanySpecialty Service Solutions, LLCILOther BuyerWholesaleP&C
01/17/122012Southwest Business CorporationPRO Insurance Services, Inc.TXOther BuyerRetailP&C
01/13/122012Lykes Bros. Inc.AGIS Tampa BayFLOther BuyerRetailEB & Consulting
01/12/122012Direct-Link Holding Group, LLCCommercial insurance division of CumbreCAIndependent Agency/BrokerRetailP&C
01/12/122012Ryan Specialty Group, LLCMaclean, Oddy & Associates, Inc.TXIndependent Agency/BrokerWholesaleP&C
01/10/122012Bolton & CompanyPacific General Insurance ServicesCAIndependent Agency/BrokerRetailMulti Line
01/09/122012Ascension Insurance, Inc.Falcone Williams, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/08/122012TrueNorth Companies LLCEmployer Planning ServicesTXIndependent Agency/BrokerRetailP&C
01/05/122012Ryan Specialty Group, LLCGlobal Special Risks, LLCLAIndependent Agency/BrokerWholesaleP&C
01/04/122012Arthur J. Gallagher & Co.DeHart Benefit SolutionsINPublic BrokerRetailEB & Consulting
01/04/122012AssuredPartners, Inc.Berryman Insurance Agency, Inc.KYIndependent Agency/Broker- Private Capital BackedRetailP&C
01/04/122012Cooper Gay Swett & Crawford LimitedAviation Based CoverageMOIndependent Agency/BrokerWholesaleP&C
01/03/122012AmTrust Financial Services, Inc.Builders & Tradesmen's Insurance Services, Inc.CAInsurance CompanyWholesaleP&C
01/03/122012NFP Corp.AGS Benefits Group, LLCNYPublic BrokerRetailEB & Consulting
01/01/122012Arthur J. Gallagher & Co.EWI Re, Inc.TXPublic BrokerMGAP&C
01/01/122012AssuredPartners, Inc.Pell & AssociatesNYIndependent Agency/Broker- Private Capital BackedRetailP&C
01/01/122012CBIZ, Inc.Meridian Insurance Group, LLCFLPublic BrokerRetailMulti Line
01/01/122012Insurance Associates, Inc.Martel Surety AssociatesMDIndependent Agency/BrokerRetailP&C
01/01/122012Private Investor - Joe PlaetzKramer Insurance AgencyMNOther BuyerRetailMulti Line
01/01/122012Undisclosed buyerFirst United Insurance Group, LLCMDOther BuyerRetailMulti Line
01/01/122012Veracity Insurance Solutions, LLCStratus Insurance Services, Inc.UTIndependent Agency/BrokerRetailP&C
12/31/112011Confie Seguros Insurance ServicesRainier Insurance, Inc.WAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/112011Hub International LimitedAssociated Independent Agencies, Inc.WAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/112011Hub International LimitedFAS-EBA, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/31/112011Hub International LimitedPatrion Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/112011Risk Strategies Company, LLCUPA Insurance Brokers, Inc.CAIndependent Agency/BrokerRetailP&C
12/30/112011Digital Insurance, Inc.Strategic Employee Benefit Services of Virginia, L.C.VAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/30/112011Gowrie Holdings, Inc.WI Holdings, LLCRIIndependent Agency/BrokerRetailP&C
12/28/112011CBIZ, Inc.Advantage Benefit PlanningNJPublic BrokerRetailEB & Consulting
12/23/112011Bollinger, Inc.Argent Professional Insurance Agency, LLCNJIndependent Agency/Broker- Private Capital BackedRetailP&C
12/23/112011Confie Seguros Insurance ServicesInnovative Aftermarket Systems L.P.TXIndependent Agency/Broker- Private Capital BackedWholesaleP&C
12/22/112011Hylant Group, Inc.International Captive Alliance Group, LLCCTIndependent Agency/BrokerRetailP&C
12/21/112011Murray Insurance Associates, Inc.Securus Group, Inc.PAIndependent Agency/BrokerRetailP&C
12/21/112011Texas Dow Employees Credit UnionAssociated Insurance Advisors I, LLCTXOther BuyerRetailP&C
12/16/112011Arthur J. Gallagher & Co.Kahl Insurance Services, LLCCOPublic BrokerRetailP&C
12/16/112011AssuredPartners, Inc.Herbert L. Jamison & Co., LLCNJIndependent Agency/Broker- Private Capital BackedWholesaleP&C
12/15/112011Brown & Brown, Inc.Arrowhead General Insurance Agency Superholding CorporationPublic BrokerWholesaleP&C
12/12/112011Cullen/Frost Bankers, Inc.Stone Partners, Inc.TXBank or ThriftRetailEB & Consulting
12/12/112011Digital Insurance, Inc.KelloggSmith, LLCFLIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/12/112011USI Holdings CorporationBluff Head Enterprises, Inc.RIIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/09/112011Old National BancorpGettings Reed Financial Services, LLC (EB book of business)Bank or ThriftRetailEB & Consulting
12/08/112011Arthur J. Gallagher & Co.Transwestern General Agency, Inc.UTPublic BrokerWholesaleP&C
12/07/112011Markel CorporationThompson Insurance Enterprises, LLCGAInsurance CompanyWholesaleP&C
12/06/112011American Financial Group, Inc.Employer's Comp Associates, Inc.TXInsurance CompanyWholesaleP&C
12/06/112011Hub International LimitedA-ccountable Insurance LLC (PL book of business)MTIndependent Agency/Broker- Private Capital BackedRetailP&C
12/06/112011Woodlands Financial GroupTexans CUSO Insurance Group, LLCTXIndependent Agency/BrokerWholesaleP&C
12/05/112011Hub International LimitedBay Benefits GroupALIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/05/112011Hub International LimitedVoluntary Benefit Solutions LLCCTIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/02/112011Bell-Anderson Agency, Inc.Cornelius Services, LLCWAIndependent Agency/BrokerRetailP&C
12/02/112011Hub International LimitedJ.N. Morcos Insurance Agency LimitedILIndependent Agency/Broker- Private Capital BackedRetailP&C
12/01/112011Bollinger, Inc.ARS-Teare, LLCNJIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/01/112011Insurance Partners Agency, Inc.Hamilton Insurors, Inc.OHIndependent Agency/BrokerRetailP&C
12/01/112011John M. Glover AgencyJohn T Ostheimer Agency, Inc.NYIndependent Agency/BrokerRetailP&C
12/01/112011Risk Strategies Company, LLCGlobal Insurance Network, Inc.MAIndependent Agency/BrokerRetailP&C
12/01/112011Strickland Insurance Group, Inc.Carolina Insurance Service, Inc.NCInsurance CompanyWholesaleP&C
11/30/112011Confie Seguros Insurance ServicesAuto Insurance Discounters, Inc.TXIndependent Agency/Broker- Private Capital BackedRetailP&C
11/29/112011KMRD Partners, Inc.General InsurCorp, Inc.PAIndependent Agency/BrokerRetailP&C
11/29/112011USI Holdings CorporationBarros International, Ltd.VAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
11/28/112011AssuredPartners, Inc.SKCG Group, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailP&C
11/16/112011Marsh & McLennan Companies, Inc.Seitlin & CompanyFLPublic BrokerRetailP&C
11/14/112011Arthur J. Gallagher & Co.Mutual Insurance Services Inc.WAPublic BrokerWholesaleP&C
11/11/112011Medical Mutual of OhioTalus Brokerage Services, LLCOHInsurance CompanyWholesaleP&C
11/08/112011Brown & Brown, Inc.Shuler Kenner, Inc. & Snapper Shuler Kenner Insurance, L.L.C.WAPublic BrokerRetailP&C
11/07/112011Brown & Brown, Inc.Sitzmann Morris & Lavis, Inc.CAPublic BrokerRetailEB & Consulting
11/04/112011Marsh & McLennan Companies, Inc.Kaeding, Ernst & Company (EB division)Public BrokerRetailEB & Consulting
11/01/112011Arthur J. Gallagher & Co.Trissel Graham & Toole, Inc.IAPublic BrokerRetailP&C
11/01/112011BB&T CorporationF.B.P. Insurance Services, Inc.CABank or ThriftRetailEB & Consulting
11/01/112011CBIZ, Inc.PSA Holdings, Inc (defined benefit actuarial consulting practice)Public BrokerRetailEB & Consulting
11/01/112011Marsh & McLennan Companies, Inc.Gallagher & Associates, Inc.MNPublic BrokerRetailP&C
11/01/112011Meadowbrook Insurance Group, Inc.American Casualty Insurance AgencyMIInsurance CompanyRetailMulti Line
11/01/112011Meadowbrook Insurance Group, Inc.Innovative Benefit Services, Inc.MIInsurance CompanyRetailEB & Consulting
11/01/112011Meadowbrook Insurance Group, Inc.Kleinschmidt Insurance AgencyMIInsurance CompanyRetailMulti Line
10/31/112011Bristol County Savings Bank (MHC)Richardson-Cuddy Insurance Agency, Inc.MABank or ThriftRetailP&C
10/31/112011Clark Insurance, Inc.Kelly Insurance Agency, Inc.NHIndependent Agency/BrokerRetailP&C
10/31/112011Distinguished Programs Holdings LLCAllied Insurance Brokers, Inc. (Colonial Group)NYInsurance CompanyWholesaleP&C
10/31/112011PSA Holdings, IncEdgewood Partners Insurance Center - Baltimore officeMDIndependent Agency/BrokerRetailP&C
10/21/112011IMA Financial Group, Inc.Cassell Insurance, LLCKSIndependent Agency/BrokerRetailP&C
10/21/112011ISU Insurance Services of San Francisco, Inc.Meeks Insurance, Inc.INIndependent Agency/BrokerRetailP&C
10/18/112011Ranew Insurance Agency, Inc.Ranzino Insurance AgencyFLIndependent Agency/BrokerRetailP&C
10/17/112011IAS Claim Services, LLC.Jim Buckley & Associates, Inc.CAIndependent Agency/BrokerRetailP&C
10/14/112011Hub International LimitedRoss Benefits Group, Ltd. (assets)NYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
10/11/112011Bell-Anderson Agency, Inc.Unico InsuranceWAIndependent Agency/BrokerRetailP&C
10/11/112011Concordis Group, Inc.Advance Underwriting Managers, LLCOHOther BuyerWholesaleP&C
10/11/112011New Hampshire Thrift Bancshares, Inc.McCrillis & Eldredge Insurance, Inc.NHBank or ThriftRetailP&C
10/07/112011Ascension Insurance, Inc.Fred Lewis AgencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
10/06/112011Arthur J. Gallagher & Co.S. A. Freerks & Associates, Inc.MOPublic BrokerWholesaleP&C
10/04/112011Atlantic Specialty Lines, Inc.Financial Guarantee Underwriters, Inc./American Tri-State Underwriters, Inc.Independent Agency/BrokerWholesaleP&C
10/03/112011Hub International LimitedHouse of Insurance, Inc.MOIndependent Agency/Broker- Private Capital BackedRetailP&C
10/03/112011Summit Partners, L.P.Pacific Benefits Group Northwest, LLCOROther BuyerRetailEB & Consulting
10/03/112011TowneBankStanton Taylor Agency, Inc.NCBank or ThriftRetailP&C
09/30/112011Alan J. Kaufman Revocable Living TrustKimbrell Insurance Group, Inc.SCIndependent Agency/BrokerWholesaleP&C
09/30/112011Confie Seguros Insurance ServicesFlorida operations of TrustWay Insurance Agencies, LLCFLIndependent Agency/Broker- Private Capital BackedRetailP&C
09/27/112011Alexander & Strunk Inc.Richard A. Beale, Inc.OKIndependent Agency/BrokerRetailP&C
09/27/112011BB&T CorporationAtlantic Risk Management Corp.MDBank or ThriftRetailMulti Line
09/27/112011Holmes Murphy & AssociatesBridge Insurance Partners, LLCTXIndependent Agency/BrokerRetailP&C
09/23/112011USI Holdings Corporationde la Parte & Associates, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/22/112011BB&T CorporationLiberty Benefit Insurance Services, Inc.CABank or ThriftRetailEB & Consulting
09/22/112011McLarens Young International, Inc.Washington Oregon Claim Service, IncWAIndependent Agency/BrokerRetailP&C
09/21/112011U.S. Risk Insurance Group, Inc.American Special Risk Insurance ServicesCAIndependent Agency/BrokerWholesaleP&C
09/20/112011AssuredPartners, Inc.Neace Lukens Inc.KYIndependent Agency/Broker- Private Capital BackedRetailP&C
09/19/112011USI Holdings CorporationFirst Place Insurance Agency Ltd.OHIndependent Agency/Broker- Private Capital BackedRetailP&C
09/15/112011AmTrust Financial Services, Inc.CardinalComp LLCNYInsurance CompanyRetailP&C
09/15/112011Argo Group International Holdings, Ltd.S.N. Potter Insurance AgencyCAInsurance CompanyWholesaleP&C
09/07/112011NSM Insurance Group, Inc.Administrators for the Professions of Delaware, Inc.NYIndependent Agency/Broker- Private Capital BackedWholesaleP&C
09/06/112011Hub International LimitedMountain West Insurance, LLCMTIndependent Agency/Broker- Private Capital BackedRetailP&C
09/06/112011Hub International LimitedWilliam Palumbo Insurance Agency, Inc.MAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/112011Arthur J. Gallagher & Co.BeneTex Group, Inc.TXPublic BrokerRetailEB & Consulting
09/01/112011BHMS InvestmentsVenture Specialty Insurance, LLC.VAOther BuyerRetailP&C
09/01/112011Brown & Brown, Inc.Public Employee Benefits Solutions, LLCMIPublic BrokerRetailEB & Consulting
09/01/112011DeMasters Insurance LLCPlaza Insurance AgencyMOIndependent Agency/BrokerWholesaleP&C
09/01/112011Digital Insurance, Inc.TriSure CorporationNCIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/112011MOC Insurance Services, Inc.San Francisco Insurance Center, Inc.CAIndependent Agency/BrokerRetailP&C
09/01/112011NFP Corp.DA Financial GroupCAPublic BrokerRetailP&C
09/01/112011Stahl & Associates Insurance, Inc.Herndon & Associates Insurance, LLCFLIndependent Agency/BrokerRetailP&C
09/01/112011Wells Fargo & CompanyProcomp Benefit Resources, Inc.NJBank or ThriftRetailEB & Consulting
08/31/112011Private Investor - Bradley ScottSpence & Mathews Insurance AgencyMEOther BuyerRetailP&C
08/31/112011Saginaw Bay UnderwritersLandmark Insurance Agency, Inc.MIIndependent Agency/BrokerRetailP&C
08/31/112011Varney Agency, Inc.Northeast Bank Insurance Group Inc.MEIndependent Agency/BrokerRetailP&C
08/31/112011Wells Fargo & CompanyISU Stetson-Beemer InsuranceNVBank or ThriftRetailP&C
08/22/112011Rockbridge Growth Equity, LLCMyInsuranceExpert.com (investor group)MIOther BuyerRetailEB & Consulting
08/15/112011Diane M. Hendricks Enterprises, Inc.Insurance Division of F. C. Pilgrim & Co.Other BuyerRetailP&C
08/14/112011First Gilmer Bankshares, Inc.All Star Insurance AgencyTXBank or ThriftRetailP&C
08/12/112011Harris Madden & Powell, Inc.Brown & Associates Inc.TNIndependent Agency/BrokerRetailP&C
08/10/112011Norton Insurance and Financial ServicesC. Baker & AssociatesMEIndependent Agency/BrokerRetailEB & Consulting
08/04/112011Brown & Brown, Inc.Thompson, Spears & Associates, Ltd.WAPublic BrokerWholesaleEB & Consulting
08/03/112011Confie Seguros Insurance ServicesFamily Insurance CenterNVIndependent Agency/Broker- Private Capital BackedRetailP&C
08/01/112011Arthur J. Gallagher & Co.Group Benefits of Arkansas, LLCARPublic BrokerRetailEB & Consulting
08/01/112011Arthur J. Gallagher & Co.Robinson-Adams Insurance, Inc.ALPublic BrokerRetailP&C
08/01/112011Bankers Insurance, LLCGateway Insurance Services, Inc.NCIndependent Agency/BrokerRetailP&C
08/01/112011CBIZ, Inc.Multiple Benefit Services, Inc.GAPublic BrokerRetailEB & Consulting
08/01/112011Community Bank System, Inc.Blundon Burgess Insurance Agency Inc.NYBank or ThriftRetailP&C
08/01/112011Lowcountry Insurance Services, Inc.Undisclosed Seller (book of business)Independent Agency/Broker
08/01/112011Scanlon, Guerra, Burke Insurance Brokers, IncNorthridge Insurance Agency, LLCCAIndependent Agency/BrokerRetailMulti Line
07/31/112011James J Dowd & Sons, Inc.Moskal Insurance, Inc.MAIndependent Agency/BrokerRetailP&C
07/31/112011Undisclosed buyerAssuranceAmerica Corporation (Alabama insurance agencies)ALOther BuyerRetailP&C
07/26/112011Celedinas Insurance GroupPalm Beach Insurance Group, IncFLIndependent Agency/BrokerRetailP&C
07/22/112011Jefferson Bancshares, Inc.Sanger & AltgeltTXBank or ThriftRetailP&C
07/20/112011USI Holdings CorporationPlumhoff & Associates, Inc.TXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
07/19/112011Arrow Financial CorporationMcPhillips InsuranceNYBank or ThriftRetailP&C
07/18/112011Hub International LimitedStrategic Employee Benefit Services of Louisiana, LLCLAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
07/15/112011Undisclosed buyerFirst Community Bancshares, Inc. (GreenPoint agency offices)NCOther BuyerRetailMulti Line
07/14/112011Ascension Insurance, Inc.Providence Insurance Agency , Inc.NCIndependent Agency/Broker- Private Capital BackedRetailP&C
07/14/112011Confie Seguros Insurance ServicesBeaverton-Tigard InsuranceORIndependent Agency/Broker- Private Capital BackedRetailP&C
07/13/112011Dawson CompaniesTabb, Brockenbrough & Ragland, LLCVAIndependent Agency/BrokerRetailP&C
07/11/112011Direct-Link Holding Group, LLCCoachella Valley Insurance Services, Inc.CAIndependent Agency/BrokerRetailP&C
07/11/112011Hub International LimitedWorkplace Benefit Solutions, LLCNHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
07/07/112011Cross InsuranceThomas Gregory Associates Insurance Agency, Inc.MAIndependent Agency/BrokerRetailP&C
07/05/112011Hub International LimitedRoeder & Moon, Inc.TXIndependent Agency/Broker- Private Capital BackedRetailP&C
07/05/112011Mountcastle InsuranceMcMahan Insurance and Employee Benefits, LLCNCIndependent Agency/BrokerRetailEB & Consulting
07/02/112011Undisclosed buyerTrustway T.E.A.M., Inc./ Trustway T.E.A.M., Services, LLCGAOther BuyerRetailP&C
07/01/112011Arthur J. Gallagher & Co.Potter-Holden & CompanyGAPublic BrokerRetailP&C
07/01/112011First Defiance Financial Corp.Payak-Dubbs Insurance Agency, IncOHBank or ThriftRetailP&C
07/01/112011Holmes Murphy & AssociatesNorthwestern Benefits, Inc. (large market accounts)Independent Agency/BrokerRetailEB & Consulting
07/01/112011Hub International LimitedRoy Agency, Inc.TXIndependent Agency/Broker- Private Capital BackedRetailP&C
07/01/112011Marsh & McLennan Companies, Inc.Prescott Pailet Benefits L.P.TXPublic BrokerRetailEB & Consulting
07/01/112011NFP Corp.Lapre Scali & Company Insurance Services, LLCAZPublic BrokerRetailP&C
07/01/112011Wells Fargo & CompanyEDIFY, LLCFLBank or ThriftRetailEB & Consulting
06/30/112011Auto Town Insurance Agency, LLCAssuranceAmerica Corporation (Georgia insurance agencies)GAIndependent Agency/BrokerWholesaleP&C
06/30/112011City Holding CompanyMillcreek Insurance Agency Inc.WVBank or ThriftRetailP&C
06/30/112011Undisclosed buyerAon Corporation (Risk Solutions subsidiary)Other BuyerRetailMulti Line
06/23/112011Hy-Vee, Inc.L&K Insurance CenterIABank or ThriftRetailP&C
06/21/112011Assurant, Inc.Converge Services Group, LLCNJInsurance CompanyRetailP&C
06/16/112011United Bank CorporationMcIntosh Financial Services, Inc.GABank or ThriftRetailEB & Consulting
06/14/112011Day, Scarafile & Read Inc.Roth Brothers InsuranceNYIndependent Agency/BrokerRetailP&C
06/08/112011BHMS InvestmentsHilb Group LLCVAOther BuyerRetailP&C