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
10/01/102010LifeStore Financial Group (MHC)Gillespie Insurance Agency of ElkinNCBank or ThriftRetailMulti Line
09/30/102010Ascension Insurance, Inc.Summit America Insurance Services, L.C.KSIndependent Agency/Broker- Private Capital BackedRetailP&C
09/30/102010Elite Insurance Agency, Inc.CNC Insurance Agency, LLCKYIndependent Agency/BrokerRetailP&C
09/23/102010Seacrest Partners, Inc.Corporate Insurance Services, Inc.GAIndependent Agency/BrokerRetailMulti Line
09/21/102010Digital Insurance, Inc.Georgia Benefits, Inc.GAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/21/102010Digital Insurance, Inc.Summit Benefits Group, Inc.MOIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/21/102010Professional Risk SolutionsGremesco of Florida, LLCFLIndependent Agency/BrokerWholesaleP&C
09/17/102010Glaass Financial, LLCFirst National Insurance Agency Inc.NEBank or ThriftRetailP&C
09/15/102010Advantage Insurance Services, Inc.Aube-McInnes Insurance Agency, Inc.MEIndependent Agency/BrokerRetailP&C
09/13/102010Barker Phillips Jackson, Inc.Bos Insurance Service, LLCMOIndependent Agency/BrokerRetailP&C
09/09/102010Brown & Riding Insurance Services, Inc.Alexander Morford & Woo, Inc.WAIndependent Agency/BrokerWholesaleP&C
09/09/102010Dawson CompaniesBall Agency, Mansfield officeOHIndependent Agency/BrokerRetailP&C
09/01/102010Arthur J. Gallagher & Co.Old Greenwich Consulting Group, LLC.NYPublic BrokerRetailEB & Consulting
09/01/102010Hub International LimitedFlorida Federal Insurance Company, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/102010Hub International LimitedMcFadden Insurance Agency, Inc.NVIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/102010LGE Community Credit UnionLHW InsuranceGAOther BuyerRetailMulti Line
09/01/102010Murray Risk Management and InsuranceConstruction Bonds, Inc.VAIndependent Agency/BrokerRetailP&C
09/01/102010QBE Insurance Group LimitedSeattle Specialty Insurance Services, Inc.WAInsurance CompanyWholesaleP&C
09/01/102010Smith Brothers Insurance, Inc.Insurance Professionals, Inc.CTIndependent Agency/BrokerRetailMulti Line
09/01/102010Undisclosed buyerAmerican Safety Insurance Holdings, Ltd. (LTC Insurance Services, LLC)OHOther BuyerRetailEB & Consulting
08/31/102010Insurance Brokers of Indiana, Inc.Indiana State Agency, Inc.INIndependent Agency/BrokerRetailMulti Line
08/30/102010George Petersen Insurance AgencyNorthwest Insurance Agency Inc.CAIndependent Agency/BrokerRetailMulti Line
08/30/102010U.S. Risk Insurance Group, Inc.Unisource Program Administrators, LLCOKIndependent Agency/BrokerWholesaleP&C
08/25/102010S&P Insurance Partners, LLCSteve Standridge Insurance Inc.ARIndependent Agency/BrokerRetailP&C
08/25/102010William Gallagher AssociatesParadigm AssociatesMAIndependent Agency/BrokerRetailEB & Consulting
08/23/102010Higginbotham & Associates, Inc.Swantner and Gordon Insurance Agency, LLPTXIndependent Agency/Broker- Private Capital BackedRetailP&C
08/23/102010Pacific Pioneer Insurance CompanyPriority Insurance UnderwritersAZInsurance CompanyWholesaleP&C
08/19/102010U.S. Retirement PartnersUnited Specialty BenefitsTXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
08/11/102010Integro, Ltd.Frost Specialty, LLC.TNIndependent Agency/Broker- Private Capital BackedRetailP&C
08/06/102010Brown & Brown, Inc.Synergy Benefits, Inc.VAPublic BrokerRetailEB & Consulting
08/05/102010Business Risk Partners, Inc.ProAssurance Corporation (renewal rights to the Miscellaneous Professional Liability book)Independent Agency/BrokerWholesaleP&C
08/02/102010Hub International LimitedPollman's Insurance Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
07/31/102010First Community Bancshares, Inc.Murphy Insurance Agency, Inc.WVBank or ThriftRetailP&C
07/30/102010Arthur J. Gallagher & Co.Benefits Unlimited, IncTXPublic BrokerRetailEB & Consulting
07/30/102010Arthur J. Gallagher & Co.Northern Michigan Insurance Agency, Inc.MIPublic BrokerRetailP&C
07/30/102010First Niagara Financial Group, Inc.RTI Insurance Services of PA/Three Rivers Financial ServicesPABank or ThriftRetailP&C
07/29/102010Assurance Investment PartnersBenefits Solutions, LLC.KYIndependent Agency/BrokerRetailEB & Consulting
07/27/102010MDW Insurance Group, Inc.Genesis Risk Advisors, LLCFLIndependent Agency/BrokerRetailP&C
07/19/102010Ryan Specialty Group, LLCChartwell Independent Insurance Brokers, LLCCAIndependent Agency/BrokerWholesaleP&C
07/15/102010Warranty Title Agency LLCPhilip F. Greco Title CompanyMIIndependent Agency/BrokerRetailP&C
07/14/102010Insurance Office of AmericaSmith Gatta Gelok, Inc.NJIndependent Agency/BrokerRetailP&C
07/09/102010Cooper Gay Swett & Crawford LimitedSwett & Crawford Group Inc.GAIndependent Agency/BrokerWholesaleP&C
07/07/102010Hub International LimitedMaple Leaf Insurance Agency, Inc (retail book of business)Independent Agency/Broker- Private Capital BackedRetailP&C
07/06/102010Hub International LimitedEhrman & Associates, Inc.COIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
07/02/102010Brown & Brown, Inc.Eberhart & Company Insurors, Inc.GAPublic BrokerRetailP&C
07/02/102010Brown & Brown, Inc.Meridian Group of New York, Inc.NYPublic BrokerRetailEB & Consulting
07/01/102010Brown & Brown, Inc.Commonwealth Insurance Group LLCSCPublic BrokerRetailP&C
07/01/102010Chandler (U.S.A.), Inc.Undisclosed Seller (retail insurance agency)Insurance CompanyRetailP&C
07/01/102010Hilb Group LLCEAI & JJJ Inc.NYIndependent Agency/BrokerRetailP&C
07/01/102010Minnesota Mutual Companies Inc.Ochs, Inc.MNInsurance CompanyRetailEB & Consulting
07/01/102010Mountain West Insurance & Financial Services, LLCMoffat Insurance Agency, LLCCOIndependent Agency/BrokerRetailP&C
07/01/102010Ottawa-Kent Insurance Agency, Inc.Select One Insurance Agencies Inc.MIIndependent Agency/BrokerRetailMulti Line
07/01/102010Wells Fargo & CompanyKinney Agency, Inc.NMBank or ThriftRetailP&C
06/23/102010Breckenridge Insurance ServicesOverby-Seawell CompanyGAIndependent Agency/BrokerWholesaleP&C
06/21/102010BB&T CorporationTB&C Wholesale Insurance Services, LLCCABank or ThriftWholesaleP&C
06/21/102010Kingsway Financial Services Inc.JBA Associates, Inc.NJInsurance CompanyWholesaleP&C
06/18/102010Hoffman GroupBelgrave Insurance Agency, Inc.OHIndependent Agency/BrokerRetailP&C
06/16/102010AssuranceAmerica CorporationAtlantic Southeastern Ins Grp/James T. Moore CompanyInsurance CompanyWholesaleP&C
06/15/102010Hilb Group LLCBusiness of Joseph CarusoIndependent Agency/BrokerRetailP&C
06/10/102010Private investor - Robert S. BlandLife Quotes, Inc.ILOther BuyerRetailEB & Consulting
06/08/102010Preferred Concepts, LLC.Mercator Risk Services, Inc.NYIndependent Agency/BrokerWholesaleP&C
06/07/102010Hub International LimitedIRUS CorporationPAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
06/03/102010Mid American Group, Inc.Hipskind Ltd.ILIndependent Agency/BrokerRetailEB & Consulting
06/01/102010Arthur J. Gallagher & Co.Joseph James & Associates Insurance Agency, Inc.OHPublic BrokerRetailEB & Consulting
06/01/102010Bollinger, Inc.David Szerlip & Associates, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/102010Higginbotham & Associates, Inc.Essential Insurance Group, LLCTXIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/102010Hub International LimitedRisk Transfer Insurance Alliance, LLCMAIndependent Agency/Broker- Private Capital BackedRetailP&C
06/01/102010Private investorBBVA Compass Insurance Agency, Inc.TXOther BuyerRetailMulti Line
06/01/102010Southwest Insurance Agents Alliance, LLCHUGO New Mexico, Inc.NMIndependent Agency/BrokerRetailMulti Line
05/31/102010AmTrust Financial Services, Inc.RS Acquisition Holdings Corp. (Risk Services)FLInsurance CompanyRetailP&C
05/24/102010Bollinger, Inc.James E. Gilmore Agency IncNJIndependent Agency/Broker- Private Capital BackedRetailP&C
05/20/102010John M. Glover AgencyAPS San Angelo Insurance AgencyCTIndependent Agency/BrokerRetailP&C
05/17/102010Aran Insurance Services GroupMiniCo Insurance Agency, LLCAZIndependent Agency/BrokerWholesaleP&C
05/15/102010First Defiance Financial Corp.Andres O'Neil & Lowe Insurance Agency, Inc. (EB line of business)Bank or ThriftRetailEB & Consulting
05/15/102010Northwest Farm Credit Services, ACADuda-Hodges Insurance Agency, Inc. (crop insurance portfolio)Bank or ThriftRetailP&C
05/13/102010Brown & Brown, Inc.Gardner-Kirby CorporationCTPublic BrokerRetailP&C
05/13/102010Brown & Brown, Inc.Hedden Agency Inc.CTPublic BrokerRetailP&C
05/13/102010Brown & Brown, Inc.McCutcheon Burr & SonsCTPublic BrokerRetailP&C
05/07/102010Arthur J. Gallagher & Co.Crawley Warren Insurance Services, Inc. (certain insurance brokerage businesses)Public BrokerWholesaleP&C
05/05/102010Independent Bancshares, Inc.Insurance Operations of American Insurance AgencyMNBank or ThriftRetailMulti Line
05/04/102010Stemler Insurance, Inc.Lewis Associates, LLCCAIndependent Agency/BrokerRetailEB & Consulting
05/01/102010Arthur J. Gallagher & Co.Bowen, Miclette, Britt & Merry of Arkansas, IncARPublic BrokerRetailP&C
05/01/102010Brown & Brown, Inc.D.C.S.R. Inc.CTPublic BrokerRetailP&C
05/01/102010Dawson CompaniesPutnam Transportation Insurance AgencyOHIndependent Agency/BrokerRetailP&C
04/30/102010Alaska USA Federal Credit UnionRainier Pacific Insurance ServicesWAOther BuyerRetailP&C
04/30/102010Confie Seguros Insurance ServicesREMCO InsuranceTXIndependent Agency/Broker- Private Capital BackedRetailP&C
04/30/102010Fox Insurance AgencyNorthern Michigan Benefits & Insurance Services, IncMIIndependent Agency/BrokerRetailEB & Consulting
04/30/102010Global Indemnity plcCollectibles Insurance Services, LLCMDInsurance CompanyRetailP&C
04/30/102010Marsh & McLennan Companies, Inc.Bostonian Group Inc.MAPublic BrokerRetailP&C
04/28/102010Berends Hendricks Stuit Insurance Agency, Inc.Byron Insurance Agency, Inc.MIIndependent Agency/BrokerRetailP&C
04/22/102010Archer-Daniels-Midland CompanyADM Crop Risk Services Inc.ILBank or ThriftRetailP&C
04/22/102010EPIC (Edgewood Partners Insurance Center)Jeffrey Stephens Insurance Services Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
04/19/102010DJSP Enterprises Inc.Timios, IncCAOther BuyerRetailP&C
04/14/102010Ascension Insurance, Inc.Kapp Insurance Agency, Inc.NVIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/09/102010AmWINS GroupColemont Insurance BrokersTXIndependent Agency/Broker- Private Capital BackedWholesaleP&C
04/07/102010C. V. Starr & Co., Inc.International Aerospace Insurance Services, Inc.CAOther BuyerWholesaleP&C
04/01/102010BancFirst CorporationRBC Agency, Inc.OKBank or ThriftRetailEB & Consulting
04/01/102010Bollinger, Inc.John J. Slattery Associates, Inc.NJIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
04/01/102010Smith Gatta Gelok, Inc.Norwood Agency, Inc.NJIndependent Agency/BrokerRetailP&C
04/01/102010Wells Fargo & CompanyAIM Administration, Inc.UTBank or ThriftRetailEB & Consulting
03/31/102010Hanover Insurance Group, Inc.MTA Benefits, Inc.MAInsurance CompanyRetailMulti Line
03/30/102010Bass Underwriters Inc.Independent Insurance Wholesalers, Inc.ORIndependent Agency/BrokerWholesaleP&C
03/26/102010Arrow Financial CorporationLoomis & LaPann Inc.NYBank or ThriftRetailP&C
03/23/102010DHR, LLCBenefit Advisors, Inc.AZOther BuyerRetailEB & Consulting
03/18/102010Brown & Brown, Inc.Excel Underwriters Alliance, Inc./Spirit Underwriters, Inc.NJPublic BrokerWholesaleP&C
03/16/102010Marsh & McLennan Companies, Inc.Thomas Rutherfoord, Inc.VAPublic BrokerRetailP&C
03/15/102010BenefitMallNAS Financial ServicesNJIndependent Agency/BrokerWholesaleEB & Consulting
03/11/102010Tri-State 1st Banc, Inc.Cooper Insurance Agency, Inc.OHBank or ThriftRetailMulti Line
03/03/102010Hewitt Associates, Inc.Senior Educators Ltd.CAOther BuyerRetailEB & Consulting
03/01/102010Arthur J. Gallagher & Co.Griffin Agency, Inc.LAPublic BrokerRetailEB & Consulting
03/01/102010Arthur J. Gallagher & Co.Winn & Company Insurance Brokers, Inc.CAPublic BrokerRetailP&C
02/27/102010Parasol Financial & Insurance SolutionsBestHealthcareRates.comCAIndependent Agency/BrokerRetailEB & Consulting
02/26/102010Brown & Brown, Inc.DiMartino Associates, Inc. (insurance agency and brokerage business)WAPublic BrokerRetailEB & Consulting
02/26/102010First Line Insurance Services, IncArrowhead Central Credit Union (Sawyer Cook Insurance)CAIndependent Agency/BrokerRetailMulti Line
02/19/102010USI Holdings CorporationNational City Insurance Group retail brokerage officesIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/16/102010STAR Financial Group, Inc.Sunier & Lockwood InsuranceINBank or ThriftRetailMulti Line
02/12/102010Brown & Brown, Inc.Medical Settlement Protocols, LLCCOPublic BrokerRetailEB & Consulting
02/11/102010First BancorpInsurance Center, Inc.NCBank or ThriftRetailP&C
02/10/102010Dupaco Community Credit UnionTown and Country Insurance Agency, Inc.IAOther BuyerRetailP&C
02/08/102010American National Insurance CompanySneed Insurance Agency (collector car book of business)Insurance CompanyRetailP&C
02/08/102010Partners Advantage Insurance Services, LLCBenefits Brokerage Exchange, Inc.TXIndependent Agency/BrokerWholesaleEB & Consulting
02/04/102010Delta Dental of MissouriAllied EyeCare, LLCFLInsurance CompanyRetailEB & Consulting
02/01/102010Arthur J. Gallagher & Co.Cobbs, Allen & Hall of Georgia, Inc.GAPublic BrokerRetailP&C
02/01/102010Brown & Brown, Inc.Insurance Exchange, Inc.NMPublic BrokerRetailP&C
02/01/102010Confie Seguros Insurance ServicesVern Fonk Insurance Services, Inc.WAIndependent Agency/Broker- Private Capital BackedRetailP&C
02/01/102010Marsh & McLennan Companies, Inc.Haake CompaniesKSPublic BrokerRetailP&C
01/31/102010Morton & Furbish Insurance AgencyRangeley Agency businessMEIndependent Agency/BrokerRetailP&C
01/31/102010Rua-Dumont-Audet Insurance Agency, Inc.Harold C. Nagle Insurance Agency, Inc.MAIndependent Agency/BrokerRetailP&C
01/29/102010Assurant, Inc.US Insurance Services, Inc.FLInsurance CompanyWholesaleP&C
01/29/102010Moody Insurance Agency, Inc.Smallwood Financial ServicesCOIndependent Agency/BrokerRetailEB & Consulting
01/29/102010Novak Insurance Agency, Inc.AmTrust Insurance Agency, Inc.OHIndependent Agency/BrokerRetailP&C
01/26/102010EAGiL Financial Group, LLCGoebel Insurance Agency Inc.PAIndependent Agency/BrokerRetailP&C
01/26/102010Norman Spencer McKernan, Inc.Condon & Skelly, Inc.NJIndependent Agency/BrokerRetailP&C
01/20/102010Management groupMillennium Brokerage Group LLCTNIndependent Agency/BrokerRetailEB & Consulting
01/19/102010Alliant Insurance ServicesAlmond Valley Insurance Services Inc.CAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/19/102010Guaranty Insurance Services, Inc.Transwestern Risk & Insurance Management CompanyTXIndependent Agency/BrokerRetailP&C
01/15/102010Dawson CompaniesQuality Benefits Agency, Inc.OHIndependent Agency/BrokerRetailEB & Consulting
01/15/102010Hanover Insurance Group, Inc.Benchmark Professional Insurance Services, Inc.ILInsurance CompanyWholesaleP&C
01/14/102010Alltrust Insurance, Inc.Caswell Insurance Services, Inc.FLIndependent Agency/BrokerRetailP&C
01/06/102010Higginbotham & Associates, Inc.McKinney Insurance GroupTXIndependent Agency/Broker- Private Capital BackedRetailP&C
01/06/102010Hub International LimitedOgilvy Hill InsuranceCAIndependent Agency/Broker- Private Capital BackedRetailP&C
01/05/102010Independence Holding CompanyAlliance Underwriters, LLC (assets of managing general underwriter)Insurance CompanyWholesaleEB & Consulting
01/05/102010Johnson & Johnson, Inc.Sunbelt General Agency, Inc.ALIndependent Agency/BrokerWholesaleP&C
01/04/102010Diane M. Hendricks Enterprises, Inc.American Patriot Insurance Agency, Inc.ILOther BuyerRetailP&C
01/01/102010Century Insurance Agency, Inc.Mark Roden InsuranceTXIndependent Agency/BrokerRetailP&C
01/01/102010Esser Hayes Insurance Group, Inc.Spillman & Wotyla, Inc.ILIndependent Agency/BrokerRetailMulti Line
01/01/102010Frank Crystal & Co., Inc.Gables Financial Group, Inc.FLIndependent Agency/BrokerRetailEB & Consulting
01/01/102010Hylant Group, Inc.W GroupOHIndependent Agency/BrokerRetailEB & Consulting
01/01/102010Northwest Bancshares, Inc.Veracity Benefit Designs, Inc.NYBank or ThriftRetailEB & Consulting
01/01/102010Rehmann, LLCQualified Pension Profit Sharing Consultants, Inc.OHOther BuyerRetailEB & Consulting
01/01/102010Sumner & Sumner, Inc.RL&G Insurance Agency, LLCCTIndependent Agency/BrokerRetailMulti Line
12/31/092009Archer-Daniels-Midland CompanyAgriserve, Inc.ILBank or ThriftWholesaleP&C
12/31/092009Blue Cross and Blue Shield of South CarolinaSummit Reinsurance Services, Inc.INInsurance CompanyWholesaleEB & Consulting
12/31/092009Breckenridge Insurance ServicesRockwood Programs, Inc. (Target Markets Program Administrators Association)DEIndependent Agency/BrokerWholesaleP&C
12/31/092009Brown & Brown, Inc.Alamo Insurance Group, Inc.TXPublic BrokerRetailP&C
12/31/092009Brown & Brown, Inc.Feinman Group, LLCPAPublic BrokerRetailEB & Consulting
12/31/092009Brown & Brown, Inc.Smith Financial Corporation, Inc.INPublic BrokerRetailEB & Consulting
12/31/092009Crete Carrier CorporationTransportation Claims, Inc.NEOther BuyerWholesaleP&C
12/31/092009Digital Insurance, Inc.Sexton Benefit Resources, Inc.AZIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/31/092009Hub International LimitedWescom Insurance Services, LLCCAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/092009IAT Reinsurance Company, Ltd.Bay Area Insurance Services, Inc.PAInsurance CompanyRetailP&C
12/31/092009Impac Mortgage Holdings, Inc.Undisclosed Seller (title insurance agency)Insurance CompanyRetailP&C
12/31/092009Minnesota Mutual Companies Inc.Certain insurance agenciesInsurance Company
12/31/092009NFP Corp.Institutional Life Administration, LLCPublic BrokerRetailEB & Consulting
12/31/092009Northeast Delta DentalCombined Services LLCNHIndependent Agency/BrokerWholesaleEB & Consulting
12/31/092009TowneBankTaylor Johnson GroupVABank or ThriftRetailP&C
12/29/092009Management groupAlliance Insurance Agency, Inc.VAIndependent Agency/BrokerRetailP&C
12/29/092009Management groupNB&T Insurance Agency, Inc.OHIndependent Agency/BrokerRetailP&C
12/28/092009Capacity Group, Inc.EJA & Associates, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
12/24/092009Breckenridge Insurance ServicesWestern Pinnacle Insurance Services, Inc.CAIndependent Agency/BrokerWholesaleP&C
12/21/092009Marsh & McLennan Companies, Inc.NIA Group LLCNJPublic BrokerRetailP&C
12/21/092009TRC StevensonMerritt & McKenzie, Inc.GAIndependent Agency/BrokerRetailP&C
12/18/092009Marsh & McLennan Companies, Inc.HSBC Insurance Services (USA) Inc.NYPublic BrokerRetailP&C
12/17/092009Integro, Ltd.William E. Kelly Agency, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailP&C
12/17/092009Neace LukensHampson Insurance AgencyOHIndependent Agency/BrokerRetailEB & Consulting
12/15/092009Hometown Community Bancorp, Inc.James Unland & Co., Inc.ILBank or ThriftRetailP&C
12/15/092009United Insurance GroupNortheast Bancorp (Mexico Agency business)MEIndependent Agency/BrokerRetailP&C
12/14/092009Real Estate Disposition, LLCCommerce Title CompanyTXOther BuyerRetailP&C
12/08/092009Hub International LimitedAssociated Insurance Managers, Ltd.MTIndependent Agency/Broker- Private Capital BackedRetailP&C
12/06/092009Aon CorporationAllied Group Holdings, LLCNYPublic BrokerRetailP&C
12/01/092009Brown & Brown, Inc.Prime Insurance GroupGAPublic BrokerRetailP&C
12/01/092009Wells Fargo & CompanyILeader, LLCFLBank or ThriftRetailP&C
12/01/092009Wells Fargo & CompanyOrca Bay Benefits, LLC.WABank or ThriftRetailEB & Consulting
11/30/092009Lawson-Hawks Insurance Associates, Inc.J-6 Enterprises, Inc.CAIndependent Agency/BrokerRetailP&C
11/30/092009Valley National BancorpSamuel M. Berman Company, Inc. (assets)NYBank or ThriftRetailP&C
11/24/092009Buckner Company, Inc.Flying J Insurance ServicesUTIndependent Agency/BrokerRetailP&C
11/20/092009Bollinger, Inc.Patterson-McKenna Agency, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
11/12/092009Dean & Draper Insurance Agency, LPAlways Safe Insurance Agency, Inc.TXIndependent Agency/BrokerRetailP&C
11/12/092009Dean & Draper Insurance Agency, LPWilco Insurance Agency, Inc.TXIndependent Agency/BrokerRetailP&C
11/12/092009Marsh & McLennan Companies, Inc.Insurance AllianceTXPublic BrokerRetailP&C
11/02/092009BB&T CorporationOswald Trippe and Company, Inc.FLBank or ThriftRetailP&C
11/01/092009Arthur J. Gallagher & Co.Shuford Insurance Agency, Inc. (certain insurance brokerage businesses)Public BrokerRetailP&C
11/01/092009Brown & Brown, Inc.Anchor Bay Insurance Managers, Inc. (wholesale insurance accounts)Public BrokerWholesaleP&C
10/30/092009Aquesta BankOswald, Trippe and Company of the Carolinas, IncNCBank or ThriftRetailP&C
10/27/092009Group Benefit Services, Inc.Client First Brokerage Services, Inc.MDIndependent Agency/BrokerWholesaleEB & Consulting
10/26/092009Aon CorporationCarpenter Moore Insurance Services Inc.NYPublic BrokerRetailP&C
10/14/092009Tower Group, Inc.AequiCap Services Group, Inc. (renewal rights)FLInsurance CompanyWholesaleP&C
10/12/092009Florida Doctors Holding Company, LLCPhysicians Preferred Insurance Management, LLCInsurance CompanyWholesaleP&C
10/12/092009Keystone Insurers Group, Inc.Synergy Insurance Group (benefits division)INIndependent Agency/BrokerRetailEB & Consulting
10/12/092009New York Long-Term Care Brokers Ltd.Dan Ross Financial ServicesNYIndependent Agency/BrokerWholesaleEB & Consulting