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 |
|---|---|---|---|---|---|---|---|---|
| 04/01/15 | 2015 | Ample Insurance Company, LLC | Lincoln Insurance Agency, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 04/01/15 | 2015 | Arthur J. Gallagher & Co. | Madison Risk & Insurance Services | CA | Public Broker | Retail | Multi Line | |
| 04/01/15 | 2015 | AXIS Capital Holdings Limited | Ternian Insurance Group LLC | AZ | Insurance Company | Retail | EB & Consulting | |
| 04/01/15 | 2015 | Banks Insurance Group, Inc. | Insurance World of Gainesville, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 04/01/15 | 2015 | BB&T Corporation | Napco LLC | NJ | Bank or Thrift | Wholesale | P&C | |
| 04/01/15 | 2015 | BroadStreet Partners, Inc. | Workmeister Agency, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/01/15 | 2015 | National General Holdings Corp. | Assigned Risk Solutions, Ltd. | NJ | Insurance Company | MGA | P&C | |
| 04/01/15 | 2015 | NFP Corp. | Group Benefits Book of Business | MO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 04/01/15 | 2015 | NFP Corp. | Horenberg Insurance Services, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/31/15 | 2015 | BNC Insurance Agency | Milbrandt & Co. Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 03/31/15 | 2015 | Confie Seguros Insurance Services | Bronkie Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/31/15 | 2015 | Confie Seguros Insurance Services | Wise Insurance Agency, Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/31/15 | 2015 | Confie Seguros Insurance Services | Your Insurance Spot, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/31/15 | 2015 | Nasburg & Company Insurance | Huggins Insurance of Coos Bay, Inc. | OR | Independent Agency/Broker | Retail | Multi Line | |
| 03/31/15 | 2015 | Patriot National Insurance Group, Inc. | TriGen Holding Group, Inc. | FL | Other Buyer | Wholesale | P&C | |
| 03/31/15 | 2015 | Protector Holdings, LLC | Oasis South Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/30/15 | 2015 | Crum & Forster Enterprise | The Redwoods Group | NC | Insurance Company | MGA | P&C | |
| 03/30/15 | 2015 | Thrivent Financial for Lutherans | Newman Financial Services, LLC | MN | Other Buyer | Retail | EB & Consulting | |
| 03/23/15 | 2015 | Brown & Brown, Inc. | Spain Agency, Inc. | NY | Public Broker | Retail | P&C | |
| 03/23/15 | 2015 | Cross Insurance | Corcoran & Havlin Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 03/18/15 | 2015 | Kaplansky Insurance Agency, Inc. | North State Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 03/16/15 | 2015 | American International Group, Inc. | Controlling stake in NSM Insurance Group, Inc. | PA | Insurance Company | MGA | P&C | |
| 03/13/15 | 2015 | Pearl Companies | Nelson Insurance Agency | IL | Independent Agency/Broker | Retail | Multi Line | |
| 03/10/15 | 2015 | Integro, Ltd. | Design Insurance Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/04/15 | 2015 | Hub International Limited | Laubacher Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/04/15 | 2015 | Kohlberg Kravis Roberts & Co. L.P. | Kassa Insurance Services, Inc. | WA | Other Buyer | Retail | P&C | |
| 03/03/15 | 2015 | Arthur J. Gallagher & Co. | NationAir Insurance Agencies, Inc. | IL | Public Broker | Retail | P&C | |
| 03/03/15 | 2015 | Johnson Financial Group, Inc. | Higgins Insurance Group, LLC | WI | Bank or Thrift | Retail | EB & Consulting | |
| 03/03/15 | 2015 | NFP Corp. | Meridian Retirement Plan Advisors | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/03/15 | 2015 | NFP Corp. | Trinity Consulting, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/03/15 | 2015 | Vanbridge LLC | Universal Insurance Services | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 03/02/15 | 2015 | Arthur J. Gallagher & Co. | Excel Insurance Services, Inc. | NJ | Public Broker | Wholesale | P&C | |
| 03/02/15 | 2015 | Arthur J. Gallagher & Co. | McCloskey Surplus & Excess, Inc. | NJ | Public Broker | Wholesale | P&C | |
| 03/02/15 | 2015 | Higginbotham & Associates, Inc. | Aycock & Fowler Insurance Agency, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/02/15 | 2015 | Safe Auto Insurance Company | AutoTex | TX | Insurance Company | MGA | P&C | |
| 03/01/15 | 2015 | 3D Insurance Services, Inc. | American Insurance Solutions Services, LLC | TX | Independent Agency/Broker | Retail | P&C | |
| 03/01/15 | 2015 | Acrisure, LLC | Undisclosed Independent Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/15 | 2015 | BroadStreet Partners, Inc. | Cumberland Insurance Agencies, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/15 | 2015 | BroadStreet Partners, Inc. | Mike Moss Agency, Inc. | AR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/15 | 2015 | CBIZ, Inc. | Model Consulting, Inc. | PA | Public Broker | Retail | EB & Consulting | |
| 03/01/15 | 2015 | First Florida Insurance Network of Jacksonville, Inc. | Diversity Insurance, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 03/01/15 | 2015 | Hilb Group LLC | West Coast Insurance, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/15 | 2015 | Innovative Insurance Group, LLC | James W. Burgess and Associates | VA | Independent Agency/Broker | Retail | EB & Consulting | |
| 03/01/15 | 2015 | Private Investors | Redmer Insurance Group, LLC | MD | Other Buyer | Retail | Multi Line | |
| 02/28/15 | 2015 | Acrisure, LLC | Paul Goebel Group | MI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/28/15 | 2015 | Holmes Murphy & Associates | Nebraska operations of Willis of Minnesota, Inc. | NE | Independent Agency/Broker | Retail | P&C | |
| 02/27/15 | 2015 | Campbell Petrie, Inc. | SEBS-The Olson Financial Group, LLC. | GA | Independent Agency/Broker | Retail | P&C | |
| 02/26/15 | 2015 | State Bank Financial Corporation | Boyett Agency, LLC | GA | Bank or Thrift | Retail | Multi Line | |
| 02/19/15 | 2015 | Integro, Ltd. | E&O Professional Risk Management and Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 02/18/15 | 2015 | AssuredPartners, Inc. | Amtech Insurance Brokers, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/18/15 | 2015 | NFP Corp. | Weber’s Insurance Service, Inc./Weber's Assurance Group, LLC | AZ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/13/15 | 2015 | Arthur J. Gallagher & Co. | Cohn Financial Group, LLC | AZ | Public Broker | Retail | EB & Consulting | |
| 02/13/15 | 2015 | World Insurance Associates, LLC | John Cecchettini Insurance Agency | NJ | Independent Agency/Broker | Retail | P&C | |
| 02/11/15 | 2015 | AssuredPartners, Inc. | MCM, A Meisenbach Company | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/10/15 | 2015 | Confie Seguros Insurance Services | Baja Auto Insurance | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/09/15 | 2015 | Brown & Brown, Inc. | Liberty Insurance Brokers, Inc. | PA | Public Broker | Retail | P&C | |
| 02/06/15 | 2015 | Cooper Gay Swett & Crawford Limited | Burke-Daniels Co., Inc. | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 02/06/15 | 2015 | TMFS Holdings, LLC | Stuart Woodbury Insurance, Inc. | MO | Other Buyer | Retail | EB & Consulting | |
| 02/05/15 | 2015 | BroadStreet Partners, Inc. | McMahon Company, Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/05/15 | 2015 | TowneBank | Gloucester Southside Insurance Agency, Inc. | VA | Bank or Thrift | Retail | P&C | |
| 02/05/15 | 2015 | TowneBank | Lackey Saunders Co., Inc. | VA | Bank or Thrift | Retail | P&C | |
| 02/04/15 | 2015 | Hub International Limited | Alexander Insurance Agency, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/04/15 | 2015 | Insurance Shopper LLC | Ceranski Insurance Agency, Inc. | WI | Independent Agency/Broker | Retail | P&C | |
| 02/04/15 | 2015 | Protector Holdings, LLC | Peartree Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 02/03/15 | 2015 | Eastern Bank Corporation | James J. Sullivan Insurance Agency, Inc. | MA | Bank or Thrift | Retail | P&C | |
| 02/02/15 | 2015 | Arthur J. Gallagher & Co. | Aequus Trade Credit LLC | NJ | Public Broker | Retail | P&C | |
| 02/02/15 | 2015 | Spencer Capital Holdings | USA Risk Group | VT | Other Buyer | MGA | P&C | |
| 02/01/15 | 2015 | BroadStreet Partners, Inc. | Insurance Counseling & Management, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/01/15 | 2015 | Lighthouse Insurance Group, Inc. | Graves & Company | MI | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/31/15 | 2015 | FBinsure, LLC | Henry L. Newbury Insurance Agency Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 01/31/15 | 2015 | Patriot National Insurance Group, Inc. | Phoenix Risk Management Inc. | CA | Other Buyer | MGA | P&C | |
| 01/30/15 | 2015 | Dacotah Banks, Inc. | Agri-Business Group | MN | Bank or Thrift | Retail | P&C | |
| 01/29/15 | 2015 | AssuredPartners, Inc. | RSI Insurance Brokers of Florida, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/29/15 | 2015 | Craft Insurance Center Inc. | Harbour Insurance Services LLC | NC | Independent Agency/Broker | Retail | P&C | |
| 01/28/15 | 2015 | AssuredPartners, Inc. | Chapple Insurance Group | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/28/15 | 2015 | UIG Inc. | Shiretown Insurance Agency, Inc. | ME | Independent Agency/Broker | Retail | Multi Line | |
| 01/27/15 | 2015 | Leavitt Group Enterprises, Inc. | Colorado Springs accounts | CO | Independent Agency/Broker | Retail | Multi Line | |
| 01/27/15 | 2015 | Leavitt Group Enterprises, Inc. | Smart Insurance Solutions, Inc. | MT | Independent Agency/Broker | Retail | Multi Line | |
| 01/26/15 | 2015 | Mesirow Financial Holdings, Inc. | Benefits & Incentives Group, Inc. | CO | Other Buyer | Retail | EB & Consulting | |
| 01/26/15 | 2015 | National General Holdings Corp. | Healthcare Solutions Team, Inc. | IL | Insurance Company | MGA | EB & Consulting | |
| 01/26/15 | 2015 | Old National Bancorp | Mutual Underwriters Insurance | KY | Bank or Thrift | Wholesale | P&C | |
| 01/26/15 | 2015 | Undisclosed buyer | Acumen RE Management Corporation | NJ | Other Buyer | MGA | P&C | |
| 01/21/15 | 2015 | National Planning Corporation | National Insurance Consulting Group Inc. | FL | Independent Agency/Broker | Retail | Multi Line | |
| 01/20/15 | 2015 | Alliant Insurance Services | U.S. underwriting agency businesses of QBE Insurance Group Ltd. | Independent Agency/Broker- Private Capital Backed | MGA | P&C | ||
| 01/20/15 | 2015 | Ally Risk Services, LLC | J.H. BERRY Insurance Agency, Inc. | AL | Independent Agency/Broker | Retail | P&C | |
| 01/20/15 | 2015 | Ashley Insurance, Inc. | German Hersloff & Swanson, Inc. | MD | Independent Agency/Broker | Retail | Multi Line | |
| 01/16/15 | 2015 | Associated Banc-Corp | Ahmann & Martin Co. | MN | Bank or Thrift | Retail | EB & Consulting | |
| 01/16/15 | 2015 | Veridian Credit Union | Fleener Insurance Services, Inc. | IA | Other Buyer | Retail | P&C | |
| 01/15/15 | 2015 | Acrisure, LLC | Sinatro Agency One, LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/15/15 | 2015 | AssuredPartners, Inc. | Omni Risk Management, Inc. / Omni Benefits, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/15/15 | 2015 | Norton Insurance and Financial Services | Brennan Insurance Agency | ME | Independent Agency/Broker | Retail | Multi Line | |
| 01/13/15 | 2015 | SterlingRisk Insurance | Gramercy Brokerage, Inc. | NY | Independent Agency/Broker | Retail | P&C | |
| 01/13/15 | 2015 | SterlingRisk Insurance | Planned Protection Consultants, Ltd. | NY | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/12/15 | 2015 | Clark Insurance, Inc. | James L. Cooney Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 01/12/15 | 2015 | Eifert French & Ketchum Insurance Agency | Arnold K. Davis & Co., Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 01/12/15 | 2015 | NexTier Incorporated | ESS Insurance Group, Inc. | PA | Bank or Thrift | Retail | Multi Line | |
| 01/12/15 | 2015 | Northwest Bancshares, Inc. | B. J. Petruso Agency & Associates, Inc. | PA | Bank or Thrift | Retail | P&C | |
| 01/12/15 | 2015 | Westaim Corporation | Elite Underwriting Services, Inc. | PA | Other Buyer | MGA | P&C | |
| 01/09/15 | 2015 | Insgroup, Inc. | Book of business from Dean & Draper Insurance Agency LP | TX | Independent Agency/Broker | Retail | Multi Line | |
| 01/07/15 | 2015 | Hub International Limited | MMZ Associates, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/06/15 | 2015 | AmTrust Financial Services, Inc. | Oryx Insurance Brokerage, Inc. | NY | Insurance Company | MGA | P&C | |
| 01/05/15 | 2015 | AssuredPartners, Inc. | Brady Insurance Group, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/05/15 | 2015 | Brown & Brown, Inc. | Hall-Wright General Agency, Inc. | TX | Public Broker | MGA | P&C | |
| 01/02/15 | 2015 | Redwood Credit Union | SST Insurance Brokers, Inc. | CA | Other Buyer | Retail | P&C | |
| 01/02/15 | 2015 | The Andrew Agency | Bradshaw Agency, Inc. | VA | Independent Agency/Broker | Retail | P&C | |
| 01/01/15 | 2015 | AAA Allied Group, Inc. | Gateway Potter Insurance | KY | Independent Agency/Broker | Retail | P&C | |
| 01/01/15 | 2015 | Acrisure, LLC | Arthur Chernick Company, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/01/15 | 2015 | Acrisure, LLC | Medical malpractice book of IOA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 01/01/15 | 2015 | Ahmann & Martin Co. | Affiliated Benefit Group, Inc. | MN | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/01/15 | 2015 | BroadStreet Partners, Inc. | Insurance Place, Inc. | TN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/01/15 | 2015 | BroadStreet Partners, Inc. | Mountain West Insurance & Financial Services, LLC | CO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/01/15 | 2015 | Chadler Group, Inc. | Benefit Sources & Solutions | NJ | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/01/15 | 2015 | Domenick & Company, Inc. | Human Services Company | MD | Independent Agency/Broker | MGA | P&C | |
| 01/01/15 | 2015 | Duffy Insurance Agency, Inc. | Connolly Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 01/01/15 | 2015 | G2 Insurance Services, LLC | Book of business from Wells Fargo Insurance Services USA, Inc. | NC | Independent Agency/Broker | Retail | P&C | |
| 01/01/15 | 2015 | Garrett Insurance Agency, Inc. | Frantzen, Kaderli & Klier Insurance Agency, Inc. | TX | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/15 | 2015 | Heart Of Florida Insurance Group LLC | Castaner Insurance Agency, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/15 | 2015 | Hilb Group LLC | CityInsurance Professionals | WV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/15 | 2015 | Hylant Group, Inc. | Gardner Group Inc. | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/01/15 | 2015 | INEX Risk Services of Florida, LLC | S.G. & Associates Insurance Brokers, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 01/01/15 | 2015 | Insurance Office of America | Commonwealth Insurance of the Bay Area, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 01/01/15 | 2015 | Leitch Insurance Agency, Inc. | Mcsorley Agency, LLC | WI | Independent Agency/Broker | Retail | P&C | |
| 01/01/15 | 2015 | Mason & Carter, Inc. | Harry Cohen Insurance Agency, Inc, | MD | Independent Agency/Broker | Retail | P&C | |
| 01/01/15 | 2015 | MRB & Associates II, LLC | Southern Capital Insurance Company | FL | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/15 | 2015 | Peoples Insurance Agency | Alta Vista Insurance & Services Corp. | IA | Independent Agency/Broker | Retail | Multi Line | |
| 01/01/15 | 2015 | SCS Insurance Agency | Spivak Insurance Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | |
| 01/01/15 | 2015 | Stephens Inc. | Jonesboro insurance business | AR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/01/15 | 2015 | The Andrew Agency | Assurance Associates, Inc. | VA | Independent Agency/Broker | Retail | P&C | |
| 12/31/14 | 2014 | Alliant Insurance Services | American Benefits Consulting | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/31/14 | 2014 | Alliant Insurance Services | American Benefits Consulting | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/31/14 | 2014 | Alliant Insurance Services | The Camps Group | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/31/14 | 2014 | Alliant Insurance Services | The Camps Group | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/31/14 | 2014 | DSP Insurance Services | Willis of Illinois’ Schaumburg Office | IL | Independent Agency/Broker | Retail | P&C | |
| 12/31/14 | 2014 | DSP Insurance Services | Willis of Illinois’ Schaumburg Office | IL | Independent Agency/Broker | Retail | P&C | |
| 12/31/14 | 2014 | Hub International Limited | Fidelity Associates Insurance & Financial Services Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/14 | 2014 | Hub International Limited | Fidelity Associates Insurance & Financial Services Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/31/14 | 2014 | Hub International Limited | Smith Watson Parker Insurance | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/14 | 2014 | Hub International Limited | Smith Watson Parker Insurance | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/14 | 2014 | Marsh & McLennan Companies, Inc. | Benefit Planning Group, Inc. | NC | Public Broker | Retail | EB & Consulting | |
| 12/31/14 | 2014 | Marsh & McLennan Companies, Inc. | Benefit Planning Group, Inc. | NC | Public Broker | Retail | EB & Consulting | |
| 12/31/14 | 2014 | Volk and Bell Benefits LLC | David A. Marshall & Associates, Inc. | CO | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/31/14 | 2014 | Volk and Bell Benefits LLC | David A. Marshall & Associates, Inc. | CO | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/30/14 | 2014 | AssuredPartners, Inc. | A.J. Lupas Insurance Agency, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/30/14 | 2014 | AssuredPartners, Inc. | A.J. Lupas Insurance Agency, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/30/14 | 2014 | BroadStreet Partners, Inc. | Interwest Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/30/14 | 2014 | BroadStreet Partners, Inc. | Interwest Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/29/14 | 2014 | AssuredPartners, Inc. | American Westbrook Insurance Services, LLC | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/29/14 | 2014 | AssuredPartners, Inc. | American Westbrook Insurance Services, LLC | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/29/14 | 2014 | Brown & Brown, Inc. | Global Benefit Strategies | NJ | Public Broker | Retail | EB & Consulting | |
| 12/29/14 | 2014 | Brown & Brown, Inc. | Global Benefit Strategies | NJ | Public Broker | Retail | EB & Consulting | |
| 12/29/14 | 2014 | World Insurance Associates, LLC | Adlen-O'Brien Insurance Agency, Inc. | PA | Independent Agency/Broker | Retail | Multi Line | |
| 12/29/14 | 2014 | World Insurance Associates, LLC | Adlen-O'Brien Insurance Agency, Inc. | PA | Independent Agency/Broker | Retail | Multi Line | |
| 12/24/14 | 2014 | AssuredPartners, Inc. | BRG Insurance & Bonds | Fl | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/24/14 | 2014 | AssuredPartners, Inc. | BRG Insurance & Bonds | Fl | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/23/14 | 2014 | AssuredPartners, Inc. | Sheehan Insurance Service, Inc. | VA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/23/14 | 2014 | AssuredPartners, Inc. | Sheehan Insurance Service, Inc. | VA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/18/14 | 2014 | Arthur J. Gallagher & Co. | Affinity Marketing Group | MA | Public Broker | Wholesale | P&C | |
| 12/18/14 | 2014 | Arthur J. Gallagher & Co. | Affinity Marketing Group | MA | Public Broker | Wholesale | P&C | |
| 12/18/14 | 2014 | Integro, Ltd. | Ventura Insurance Brokerage, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 12/18/14 | 2014 | Integro, Ltd. | Ventura Insurance Brokerage, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 12/17/14 | 2014 | Arthur J. Gallagher & Co. | Independent Benefit Services Inc. | MD | Public Broker | Retail | EB & Consulting | |
| 12/17/14 | 2014 | Arthur J. Gallagher & Co. | Independent Benefit Services Inc. | MD | Public Broker | Retail | EB & Consulting | |
| 12/16/14 | 2014 | James F Hurley Insurance Agency Corporation | Meeker Sharkey Associates, LLC | NJ | Independent Agency/Broker | Retail | Multi Line | |
| 12/16/14 | 2014 | James F Hurley Insurance Agency Corporation | Meeker Sharkey Associates, LLC | NJ | Independent Agency/Broker | Retail | Multi Line | |
| 12/16/14 | 2014 | Lawley Insurance | DFM Insurance, Inc. | CT | Independent Agency/Broker | Retail | Multi Line | |
| 12/16/14 | 2014 | Lawley Insurance | DFM Insurance, Inc. | CT | Independent Agency/Broker | Retail | Multi Line | |
| 12/15/14 | 2014 | Arthur J. Gallagher & Co. | O'gorman & Young, Inc. | NJ | Public Broker | Retail | Multi Line | |
| 12/15/14 | 2014 | Arthur J. Gallagher & Co. | O'gorman & Young, Inc. | NJ | Public Broker | Retail | Multi Line | |
| 12/12/14 | 2014 | Minor Insurance Group, LLC | Assets of Cooper Insurance Agency, Inc. | OH | Independent Agency/Broker | Retail | P&C | |
| 12/12/14 | 2014 | Minor Insurance Group, LLC | Assets of Cooper Insurance Agency, Inc. | OH | Independent Agency/Broker | Retail | P&C | |
| 12/12/14 | 2014 | Oswego Valley Insurance Agencies, LLC | Bartlett Insurance Agency | NY | Independent Agency/Broker | Retail | P&C | |
| 12/12/14 | 2014 | Oswego Valley Insurance Agencies, LLC | Bartlett Insurance Agency | NY | Independent Agency/Broker | Retail | P&C | |
| 12/08/14 | 2014 | AssuredPartners, Inc. | First Palmetto Insurance Agency, LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/08/14 | 2014 | AssuredPartners, Inc. | First Palmetto Insurance Agency, LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/08/14 | 2014 | USI Holdings Corporation | Certain assets of Askin, Weber & Reed, Inc | NJ | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 12/08/14 | 2014 | USI Holdings Corporation | Certain assets of Askin, Weber & Reed, Inc | NJ | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 12/08/14 | 2014 | Woodruff-Sawyer & Co. | Risk Solution Partners | HI | Independent Agency/Broker | Retail | Multi Line | |
| 12/08/14 | 2014 | Woodruff-Sawyer & Co. | Risk Solution Partners | HI | Independent Agency/Broker | Retail | Multi Line | |
| 12/04/14 | 2014 | Nodak Mutual Insurance Company | Tri-State, Ltd. | SD | Insurance Company | Wholesale | P&C | |
| 12/04/14 | 2014 | Nodak Mutual Insurance Company | Tri-State, Ltd. | SD | Insurance Company | Wholesale | P&C | |
| 12/04/14 | 2014 | Partners Advantage Insurance Services, LLC | Independent Life Brokerage Corp. | NJ | Independent Agency/Broker | Wholesale | EB & Consulting | |
| 12/04/14 | 2014 | Partners Advantage Insurance Services, LLC | Independent Life Brokerage Corp. | NJ | Independent Agency/Broker | Wholesale | EB & Consulting | |
| 12/04/14 | 2014 | Starkweather & Shepley Insurance Brokerage, Inc. | Imperial Insurance of Naples | FL | Independent Agency/Broker | Retail | P&C | |
| 12/04/14 | 2014 | Starkweather & Shepley Insurance Brokerage, Inc. | Imperial Insurance of Naples | FL | Independent Agency/Broker | Retail | P&C | |
| 12/02/14 | 2014 | Regions Financial Corporation | Teaberry Health and Welfare Benefits Practice | FL | Bank or Thrift | Retail | EB & Consulting | |
| 12/02/14 | 2014 | Regions Financial Corporation | Teaberry Health and Welfare Benefits Practice | FL | Bank or Thrift | Retail | EB & Consulting | |
| 12/02/14 | 2014 | USI Holdings Corporation | Saint Louis, Missouri, operation of Holmes Murphy | MO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/02/14 | 2014 | USI Holdings Corporation | Saint Louis, Missouri, operation of Holmes Murphy | MO | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/14 | 2014 | Donald Gaddis Co., Inc. | Kelly and Elliott, Ltd. | IL | Independent Agency/Broker | Wholesale | P&C | |
| 12/01/14 | 2014 | Donald Gaddis Co., Inc. | Kelly and Elliott, Ltd. | IL | Independent Agency/Broker | Wholesale | P&C | |
| 12/01/14 | 2014 | Hub International Limited | John O. Bronson Co. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/14 | 2014 | Hub International Limited | John O. Bronson Co. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 12/01/14 | 2014 | Scottish American Capital | Southern States General Agency, Inc. | LA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 12/01/14 | 2014 | Scottish American Capital | Southern States General Agency, Inc. | LA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 12/01/14 | 2014 | Victor O. Schinnerer & Company | SeaFire Insurance Services LLC | KS | Public Broker | Wholesale | P&C | |
| 12/01/14 | 2014 | Victor O. Schinnerer & Company | SeaFire Insurance Services LLC | KS | Public Broker | Wholesale | P&C | |
| 11/30/14 | 2014 | Acrisure, LLC | MBS Insurance Services, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/30/14 | 2014 | Acrisure, LLC | MBS Insurance Services, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/30/14 | 2014 | Acrisure, LLC | RSI Insurance Brokers, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/30/14 | 2014 | Acrisure, LLC | RSI Insurance Brokers, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line |
