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 |
|---|---|---|---|---|---|---|---|---|
| 01/15/15 | 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 | |
| 11/24/14 | 2014 | EPIC (Edgewood Partners Insurance Center) | Greyling Insurance Brokerage and Risk Consulting, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/24/14 | 2014 | EPIC (Edgewood Partners Insurance Center) | Greyling Insurance Brokerage and Risk Consulting, Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/21/14 | 2014 | North Risk Partners LLC | Thune Insurance Network Inc. | MN | Independent Agency/Broker | Retail | Multi Line | |
| 11/21/14 | 2014 | North Risk Partners LLC | Thune Insurance Network Inc. | MN | Independent Agency/Broker | Retail | Multi Line | |
| 11/19/14 | 2014 | Arthur J. Gallagher & Co. | Miller-Harrison Insurance Services | IA | Public Broker | Retail | P&C | |
| 11/19/14 | 2014 | Arthur J. Gallagher & Co. | Miller-Harrison Insurance Services | IA | Public Broker | Retail | P&C | |
| 11/18/14 | 2014 | FBinsure, LLC | Gramlich Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 11/18/14 | 2014 | FBinsure, LLC | Gramlich Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 11/13/14 | 2014 | Independent Insurance Agents of Texas | LevelFirst, LLC | TX | Other Buyer | Wholesale | P&C | |
| 11/13/14 | 2014 | Independent Insurance Agents of Texas | LevelFirst, LLC | TX | Other Buyer | Wholesale | P&C | |
| 11/12/14 | 2014 | C&R Insurance Services, Inc. | Garden State Professional Insurance Agency / FLAG Insurance Services | NJ | Independent Agency/Broker | Retail | P&C | |
| 11/12/14 | 2014 | C&R Insurance Services, Inc. | Garden State Professional Insurance Agency / FLAG Insurance Services | NJ | Independent Agency/Broker | Retail | P&C | |
| 11/11/14 | 2014 | Arthur J. Gallagher & Co. | Forker Company | IL | Public Broker | Retail | P&C | |
| 11/11/14 | 2014 | Arthur J. Gallagher & Co. | Forker Company | IL | Public Broker | Retail | P&C | |
| 11/10/14 | 2014 | Arthur J. Gallagher & Co. | SGB-NIA Insurance Brokers | CA | Public Broker | Retail | Multi Line | |
| 11/10/14 | 2014 | Arthur J. Gallagher & Co. | SGB-NIA Insurance Brokers | CA | Public Broker | Retail | Multi Line | |
| 11/10/14 | 2014 | Integro, Ltd. | Dominium Benefits, LLC | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/10/14 | 2014 | Integro, Ltd. | Dominium Benefits, LLC | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/07/14 | 2014 | Marsh & McLennan Companies, Inc. | NuWest Insurance Services, Inc. | CA | Public Broker | Retail | P&C | |
| 11/07/14 | 2014 | Marsh & McLennan Companies, Inc. | NuWest Insurance Services, Inc. | CA | Public Broker | Retail | P&C | |
| 11/06/14 | 2014 | Arthur J. Gallagher & Co. | Discovery Benefit Solutions, Inc. | CA | Public Broker | Retail | EB & Consulting | |
| 11/06/14 | 2014 | Arthur J. Gallagher & Co. | Discovery Benefit Solutions, Inc. | CA | Public Broker | Retail | EB & Consulting | |
| 11/06/14 | 2014 | NFP Corp. | EBS Foran Insurance and Advisory Services, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/06/14 | 2014 | NFP Corp. | EBS Foran Insurance and Advisory Services, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/05/14 | 2014 | EPIC (Edgewood Partners Insurance Center) | Lesron Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/05/14 | 2014 | EPIC (Edgewood Partners Insurance Center) | Lesron Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/05/14 | 2014 | Frenkel & Company Inc. | Moyer Group Inc. | NY | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/05/14 | 2014 | Frenkel & Company Inc. | Moyer Group Inc. | NY | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/05/14 | 2014 | Hub International Limited | Fotek Insurance Agency, Incorporated | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/05/14 | 2014 | Hub International Limited | Fotek Insurance Agency, Incorporated | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/05/14 | 2014 | Paradigm Insurance Group, LLC | Davis American, Limited | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/05/14 | 2014 | Paradigm Insurance Group, LLC | Davis American, Limited | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/04/14 | 2014 | AssuredPartners, Inc. | Premiere Coastal Insurance Group | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/04/14 | 2014 | AssuredPartners, Inc. | Premiere Coastal Insurance Group | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/04/14 | 2014 | NFP Corp. | Benefit Services Group, Inc. | CO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/04/14 | 2014 | NFP Corp. | Benefit Services Group, Inc. | CO | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/04/14 | 2014 | Ryan Specialty Group, LLC | Tennessee Underwriters, Inc. | TN | Independent Agency/Broker | Wholesale | P&C | |
| 11/04/14 | 2014 | Ryan Specialty Group, LLC | Tennessee Underwriters, Inc. | TN | Independent Agency/Broker | Wholesale | P&C | |
| 11/04/14 | 2014 | UNICO Group, Inc. | Midlands Financial Benefits, Inc. | NE | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/04/14 | 2014 | UNICO Group, Inc. | Midlands Financial Benefits, Inc. | NE | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/03/14 | 2014 | Confie Seguros Insurance Services | Action Auto Insurance Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/03/14 | 2014 | Confie Seguros Insurance Services | Action Auto Insurance Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/03/14 | 2014 | Confie Seguros Insurance Services | Fast Quote Insurance Services Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/03/14 | 2014 | Confie Seguros Insurance Services | Fast Quote Insurance Services Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/03/14 | 2014 | Confie Seguros Insurance Services | Insurance Market Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/03/14 | 2014 | Confie Seguros Insurance Services | Insurance Market Agency, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/03/14 | 2014 | USI Holdings Corporation | Seven retail insurance brokerage locations from Willis Group Holdings | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | ||
| 11/03/14 | 2014 | USI Holdings Corporation | Seven retail insurance brokerage locations from Willis Group Holdings | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | ||
| 11/01/14 | 2014 | CBIZ, Inc. | Weekes & Callaway, Inc. | FL | Public Broker | Retail | Multi Line | |
| 11/01/14 | 2014 | CBIZ, Inc. | Weekes & Callaway, Inc. | FL | Public Broker | Retail | Multi Line | |
| 11/01/14 | 2014 | Hilb Group LLC | Lake Norman Benefits, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/01/14 | 2014 | Hilb Group LLC | Lake Norman Benefits, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/01/14 | 2014 | NFP Corp. | Michelsen Benefits Group, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/01/14 | 2014 | NFP Corp. | Michelsen Benefits Group, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/31/14 | 2014 | Arthur J. Gallagher & Co. | Insurance Associates, Inc. | CO | Public Broker | Retail | P&C | |
| 10/31/14 | 2014 | Arthur J. Gallagher & Co. | Insurance Associates, Inc. | CO | Public Broker | Retail | P&C | |
| 10/31/14 | 2014 | Risk Strategies Company, LLC | Greystone Benefit Services | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/31/14 | 2014 | Risk Strategies Company, LLC | Greystone Benefit Services | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/28/14 | 2014 | Hub International Limited | Laurus Strategies | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/28/14 | 2014 | Hub International Limited | Laurus Strategies | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/23/14 | 2014 | AssuredPartners, Inc. | Turner & Hamrick, LLC | AL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/23/14 | 2014 | AssuredPartners, Inc. | Turner & Hamrick, LLC | AL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/21/14 | 2014 | Risk Strategies Company, LLC | Benefit Development Group | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/21/14 | 2014 | Risk Strategies Company, LLC | Benefit Development Group | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/15/14 | 2014 | AssuredPartners, Inc. | Casualty Assurance of Chaska, LLC | MN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/15/14 | 2014 | AssuredPartners, Inc. | Casualty Assurance of Chaska, LLC | MN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/14/14 | 2014 | Horton Group | Boyle, Flagg & Seaman, Inc. | IL | Independent Agency/Broker | Retail | P&C | |
| 10/14/14 | 2014 | Horton Group | Boyle, Flagg & Seaman, Inc. | IL | Independent Agency/Broker | Retail | P&C | |
| 10/13/14 | 2014 | Arthur J. Gallagher & Co. | Bennett & Shade Company | IL | Public Broker | Retail | Multi Line | |
| 10/13/14 | 2014 | Arthur J. Gallagher & Co. | Bennett & Shade Company | IL | Public Broker | Retail | Multi Line | |
| 10/13/14 | 2014 | AssuredPartners, Inc. | Hukill Hazlett Harrington Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/13/14 | 2014 | AssuredPartners, Inc. | Hukill Hazlett Harrington Agency, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/13/14 | 2014 | CheckPoint HR, Inc. | Quantum Benefits, Inc. | CT | Other Buyer | Retail | EB & Consulting | |
| 10/13/14 | 2014 | CheckPoint HR, Inc. | Quantum Benefits, Inc. | CT | Other Buyer | Retail | EB & Consulting | |
| 10/09/14 | 2014 | Aquiline Holdings LLC | Worley Catastrophe Response, LLC | LA | Other Buyer | Retail | P&C | |
| 10/09/14 | 2014 | Aquiline Holdings LLC | Worley Catastrophe Response, LLC | LA | Other Buyer | Retail | P&C | |
| 10/08/14 | 2014 | Confie Seguros Insurance Services | Carallo Insurance Group, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/08/14 | 2014 | Confie Seguros Insurance Services | Carallo Insurance Group, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/08/14 | 2014 | Confie Seguros Insurance Services | Retail division of PayneWest Insurance | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/08/14 | 2014 | Confie Seguros Insurance Services | Retail division of PayneWest Insurance | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/08/14 | 2014 | Fairfax Financial Holdings Limited | International Specialty, Inc. | NJ | Insurance Company | Wholesale | P&C | |
| 10/08/14 | 2014 | Fairfax Financial Holdings Limited | International Specialty, Inc. | NJ | Insurance Company | Wholesale | P&C | |
| 10/08/14 | 2014 | Risk Strategies Company, LLC | Crow Friedman Group | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/08/14 | 2014 | Risk Strategies Company, LLC | Crow Friedman Group | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/03/14 | 2014 | Jardine Lloyd Thompson Group Plc | Specialty Energy Business from Alliant Insurance Services | Independent Agency/Broker | Retail | P&C | ||
| 10/03/14 | 2014 | Jardine Lloyd Thompson Group Plc | Specialty Energy Business from Alliant Insurance Services | Independent Agency/Broker | Retail | P&C | ||
| 10/02/14 | 2014 | Confie Seguros Insurance Services | AA Insurance Services | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/02/14 | 2014 | Confie Seguros Insurance Services | AA Insurance Services | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C |