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2024 Acquisition Details (YTD as of March 31, 2024)

Who’s Buying
Insurance Brokers – Independent	16
Insurance Brokers – Public	9
Insurance Brokers – Private Capital-Backed	85
Insurance Carrier and Other	3
Banks and Thrifts	1

What’s Being Bought
Full Service	29
P&C	65
Multi Line	20

Retail vs. Specialty
Retail	95
Specialty	19

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 3/31/2024.

Source: S&P Global Market Intelligence, Insurance Journal, and other publicly available sources

Buyer

Deal Year

Location

Buyer Type

Seller Type

Seller Line of Business

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Announced Date	Deal Year	Buyer	Seller	Seller Location	Buyer Type	Seller Type	Seller Line of Business
04/30/10	2010	Confie Seguros Insurance Services	REMCO Insurance	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
04/30/10	2010	Fox Insurance Agency	Northern Michigan Benefits & Insurance Services, Inc	MI	Independent Agency/Broker	Retail	EB & Consulting
04/30/10	2010	Global Indemnity plc	Collectibles Insurance Services, LLC	MD	Insurance Company	Retail	P&C
04/30/10	2010	Marsh & McLennan Companies, Inc.	Bostonian Group Inc.	MA	Public Broker	Retail	P&C
04/28/10	2010	Berends Hendricks Stuit Insurance Agency, Inc.	Byron Insurance Agency, Inc.	MI	Independent Agency/Broker	Retail	P&C
04/22/10	2010	Archer-Daniels-Midland Company	ADM Crop Risk Services Inc.	IL	Bank or Thrift	Retail	P&C
04/22/10	2010	EPIC (Edgewood Partners Insurance Center)	Jeffrey Stephens Insurance Services Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
04/19/10	2010	DJSP Enterprises Inc.	Timios, Inc	CA	Other Buyer	Retail	P&C
04/14/10	2010	Ascension Insurance, Inc.	Kapp Insurance Agency, Inc.	NV	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
04/09/10	2010	AmWINS Group	Colemont Insurance Brokers	TX	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
04/07/10	2010	C. V. Starr & Co., Inc.	International Aerospace Insurance Services, Inc.	CA	Other Buyer	Wholesale	P&C
04/01/10	2010	BancFirst Corporation	RBC Agency, Inc.	OK	Bank or Thrift	Retail	EB & Consulting
04/01/10	2010	Bollinger, Inc.	John J. Slattery Associates, Inc.	NJ	Independent Agency/Broker- Private Capital Backed	Wholesale	EB & Consulting
04/01/10	2010	Smith Gatta Gelok, Inc.	Norwood Agency, Inc.	NJ	Independent Agency/Broker	Retail	P&C
04/01/10	2010	Wells Fargo & Company	AIM Administration, Inc.	UT	Bank or Thrift	Retail	EB & Consulting
03/31/10	2010	Hanover Insurance Group, Inc.	MTA Benefits, Inc.	MA	Insurance Company	Retail	Multi Line
03/30/10	2010	Bass Underwriters Inc.	Independent Insurance Wholesalers, Inc.	OR	Independent Agency/Broker	Wholesale	P&C
03/26/10	2010	Arrow Financial Corporation	Loomis & LaPann Inc.	NY	Bank or Thrift	Retail	P&C
03/23/10	2010	DHR, LLC	Benefit Advisors, Inc.	AZ	Other Buyer	Retail	EB & Consulting
03/18/10	2010	Brown & Brown, Inc.	Excel Underwriters Alliance, Inc./Spirit Underwriters, Inc.	NJ	Public Broker	Wholesale	P&C
03/16/10	2010	Marsh & McLennan Companies, Inc.	Thomas Rutherfoord, Inc.	VA	Public Broker	Retail	P&C
03/15/10	2010	BenefitMall	NAS Financial Services	NJ	Independent Agency/Broker	Wholesale	EB & Consulting
03/11/10	2010	Tri-State 1st Banc, Inc.	Cooper Insurance Agency, Inc.	OH	Bank or Thrift	Retail	Multi Line
03/03/10	2010	Hewitt Associates, Inc.	Senior Educators Ltd.	CA	Other Buyer	Retail	EB & Consulting
03/01/10	2010	Arthur J. Gallagher & Co.	Griffin Agency, Inc.	LA	Public Broker	Retail	EB & Consulting
03/01/10	2010	Arthur J. Gallagher & Co.	Winn & Company Insurance Brokers, Inc.	CA	Public Broker	Retail	P&C
02/27/10	2010	Parasol Financial & Insurance Solutions	BestHealthcareRates.com	CA	Independent Agency/Broker	Retail	EB & Consulting
02/26/10	2010	Brown & Brown, Inc.	DiMartino Associates, Inc. (insurance agency and brokerage business)	WA	Public Broker	Retail	EB & Consulting
02/26/10	2010	First Line Insurance Services, Inc	Arrowhead Central Credit Union (Sawyer Cook Insurance)	CA	Independent Agency/Broker	Retail	Multi Line
02/19/10	2010	USI Holdings Corporation	National City Insurance Group retail brokerage offices		Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
02/16/10	2010	STAR Financial Group, Inc.	Sunier & Lockwood Insurance	IN	Bank or Thrift	Retail	Multi Line
02/12/10	2010	Brown & Brown, Inc.	Medical Settlement Protocols, LLC	CO	Public Broker	Retail	EB & Consulting
02/11/10	2010	First Bancorp	Insurance Center, Inc.	NC	Bank or Thrift	Retail	P&C
02/10/10	2010	Dupaco Community Credit Union	Town and Country Insurance Agency, Inc.	IA	Other Buyer	Retail	P&C
02/08/10	2010	American National Insurance Company	Sneed Insurance Agency (collector car book of business)		Insurance Company	Retail	P&C
02/08/10	2010	Partners Advantage Insurance Services, LLC	Benefits Brokerage Exchange, Inc.	TX	Independent Agency/Broker	Wholesale	EB & Consulting
02/04/10	2010	Delta Dental of Missouri	Allied EyeCare, LLC	FL	Insurance Company	Retail	EB & Consulting
02/01/10	2010	Arthur J. Gallagher & Co.	Cobbs, Allen & Hall of Georgia, Inc.	GA	Public Broker	Retail	P&C
02/01/10	2010	Brown & Brown, Inc.	Insurance Exchange, Inc.	NM	Public Broker	Retail	P&C
02/01/10	2010	Confie Seguros Insurance Services	Vern Fonk Insurance Services, Inc.	WA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
02/01/10	2010	Marsh & McLennan Companies, Inc.	Haake Companies	KS	Public Broker	Retail	P&C
01/31/10	2010	Morton & Furbish Insurance Agency	Rangeley Agency business	ME	Independent Agency/Broker	Retail	P&C
01/31/10	2010	Rua-Dumont-Audet Insurance Agency, Inc.	Harold C. Nagle Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	P&C
01/29/10	2010	Assurant, Inc.	US Insurance Services, Inc.	FL	Insurance Company	Wholesale	P&C
01/29/10	2010	Moody Insurance Agency, Inc.	Smallwood Financial Services	CO	Independent Agency/Broker	Retail	EB & Consulting
01/29/10	2010	Novak Insurance Agency, Inc.	AmTrust Insurance Agency, Inc.	OH	Independent Agency/Broker	Retail	P&C
01/26/10	2010	EAGiL Financial Group, LLC	Goebel Insurance Agency Inc.	PA	Independent Agency/Broker	Retail	P&C
01/26/10	2010	Norman Spencer McKernan, Inc.	Condon & Skelly, Inc.	NJ	Independent Agency/Broker	Retail	P&C
01/20/10	2010	Management group	Millennium Brokerage Group LLC	TN	Independent Agency/Broker	Retail	EB & Consulting
01/19/10	2010	Alliant Insurance Services	Almond Valley Insurance Services Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
01/19/10	2010	Guaranty Insurance Services, Inc.	Transwestern Risk & Insurance Management Company	TX	Independent Agency/Broker	Retail	P&C
01/15/10	2010	Dawson Companies	Quality Benefits Agency, Inc.	OH	Independent Agency/Broker	Retail	EB & Consulting
01/15/10	2010	Hanover Insurance Group, Inc.	Benchmark Professional Insurance Services, Inc.	IL	Insurance Company	Wholesale	P&C
01/14/10	2010	Alltrust Insurance, Inc.	Caswell Insurance Services, Inc.	FL	Independent Agency/Broker	Retail	P&C
01/06/10	2010	Higginbotham & Associates, Inc.	McKinney Insurance Group	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
01/06/10	2010	Hub International Limited	Ogilvy Hill Insurance	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
01/05/10	2010	Independence Holding Company	Alliance Underwriters, LLC (assets of managing general underwriter)		Insurance Company	Wholesale	EB & Consulting
01/05/10	2010	Johnson & Johnson, Inc.	Sunbelt General Agency, Inc.	AL	Independent Agency/Broker	Wholesale	P&C
01/04/10	2010	Diane M. Hendricks Enterprises, Inc.	American Patriot Insurance Agency, Inc.	IL	Other Buyer	Retail	P&C
01/01/10	2010	Century Insurance Agency, Inc.	Mark Roden Insurance	TX	Independent Agency/Broker	Retail	P&C
01/01/10	2010	Esser Hayes Insurance Group, Inc.	Spillman & Wotyla, Inc.	IL	Independent Agency/Broker	Retail	Multi Line
01/01/10	2010	Frank Crystal & Co., Inc.	Gables Financial Group, Inc.	FL	Independent Agency/Broker	Retail	EB & Consulting
01/01/10	2010	Hylant Group, Inc.	W Group	OH	Independent Agency/Broker	Retail	EB & Consulting
01/01/10	2010	Northwest Bancshares, Inc.	Veracity Benefit Designs, Inc.	NY	Bank or Thrift	Retail	EB & Consulting
01/01/10	2010	Rehmann, LLC	Qualified Pension Profit Sharing Consultants, Inc.	OH	Other Buyer	Retail	EB & Consulting
01/01/10	2010	Sumner & Sumner, Inc.	RL&G Insurance Agency, LLC	CT	Independent Agency/Broker	Retail	Multi Line
12/31/09	2009	Archer-Daniels-Midland Company	Agriserve, Inc.	IL	Bank or Thrift	Wholesale	P&C
12/31/09	2009	Blue Cross and Blue Shield of South Carolina	Summit Reinsurance Services, Inc.	IN	Insurance Company	Wholesale	EB & Consulting
12/31/09	2009	Breckenridge Insurance Services	Rockwood Programs, Inc. (Target Markets Program Administrators Association)	DE	Independent Agency/Broker	Wholesale	P&C
12/31/09	2009	Brown & Brown, Inc.	Alamo Insurance Group, Inc.	TX	Public Broker	Retail	P&C
12/31/09	2009	Brown & Brown, Inc.	Feinman Group, LLC	PA	Public Broker	Retail	EB & Consulting
12/31/09	2009	Brown & Brown, Inc.	Smith Financial Corporation, Inc.	IN	Public Broker	Retail	EB & Consulting
12/31/09	2009	Crete Carrier Corporation	Transportation Claims, Inc.	NE	Other Buyer	Wholesale	P&C
12/31/09	2009	Digital Insurance, Inc.	Sexton Benefit Resources, Inc.	AZ	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
12/31/09	2009	Hub International Limited	Wescom Insurance Services, LLC	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
12/31/09	2009	IAT Reinsurance Company, Ltd.	Bay Area Insurance Services, Inc.	PA	Insurance Company	Retail	P&C
12/31/09	2009	Impac Mortgage Holdings, Inc.	Undisclosed Seller (title insurance agency)		Insurance Company	Retail	P&C
12/31/09	2009	Minnesota Mutual Companies Inc.	Certain insurance agencies		Insurance Company
12/31/09	2009	NFP Corp.	Institutional Life Administration, LLC		Public Broker	Retail	EB & Consulting
12/31/09	2009	Northeast Delta Dental	Combined Services LLC	NH	Independent Agency/Broker	Wholesale	EB & Consulting
12/31/09	2009	TowneBank	Taylor Johnson Group	VA	Bank or Thrift	Retail	P&C
12/29/09	2009	Management group	Alliance Insurance Agency, Inc.	VA	Independent Agency/Broker	Retail	P&C
12/29/09	2009	Management group	NB&T Insurance Agency, Inc.	OH	Independent Agency/Broker	Retail	P&C
12/28/09	2009	Capacity Group, Inc.	EJA & Associates, Inc.	NJ	Independent Agency/Broker- Private Capital Backed	Retail	P&C
12/24/09	2009	Breckenridge Insurance Services	Western Pinnacle Insurance Services, Inc.	CA	Independent Agency/Broker	Wholesale	P&C
12/21/09	2009	Marsh & McLennan Companies, Inc.	NIA Group LLC	NJ	Public Broker	Retail	P&C
12/21/09	2009	TRC Stevenson	Merritt & McKenzie, Inc.	GA	Independent Agency/Broker	Retail	P&C
12/18/09	2009	Marsh & McLennan Companies, Inc.	HSBC Insurance Services (USA) Inc.	NY	Public Broker	Retail	P&C
12/17/09	2009	Integro, Ltd.	William E. Kelly Agency, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
12/17/09	2009	Neace Lukens	Hampson Insurance Agency	OH	Independent Agency/Broker	Retail	EB & Consulting
12/15/09	2009	Hometown Community Bancorp, Inc.	James Unland & Co., Inc.	IL	Bank or Thrift	Retail	P&C
12/15/09	2009	United Insurance Group	Northeast Bancorp (Mexico Agency business)	ME	Independent Agency/Broker	Retail	P&C
12/14/09	2009	Real Estate Disposition, LLC	Commerce Title Company	TX	Other Buyer	Retail	P&C
12/08/09	2009	Hub International Limited	Associated Insurance Managers, Ltd.	MT	Independent Agency/Broker- Private Capital Backed	Retail	P&C
12/06/09	2009	Aon Corporation	Allied Group Holdings, LLC	NY	Public Broker	Retail	P&C
12/01/09	2009	Brown & Brown, Inc.	Prime Insurance Group	GA	Public Broker	Retail	P&C
12/01/09	2009	Wells Fargo & Company	ILeader, LLC	FL	Bank or Thrift	Retail	P&C
12/01/09	2009	Wells Fargo & Company	Orca Bay Benefits, LLC.	WA	Bank or Thrift	Retail	EB & Consulting
11/30/09	2009	Lawson-Hawks Insurance Associates, Inc.	J-6 Enterprises, Inc.	CA	Independent Agency/Broker	Retail	P&C
11/30/09	2009	Valley National Bancorp	Samuel M. Berman Company, Inc. (assets)	NY	Bank or Thrift	Retail	P&C
11/24/09	2009	Buckner Company, Inc.	Flying J Insurance Services	UT	Independent Agency/Broker	Retail	P&C
11/20/09	2009	Bollinger, Inc.	Patterson-McKenna Agency, Inc.	NJ	Independent Agency/Broker- Private Capital Backed	Retail	P&C
11/12/09	2009	Dean & Draper Insurance Agency, LP	Always Safe Insurance Agency, Inc.	TX	Independent Agency/Broker	Retail	P&C
11/12/09	2009	Dean & Draper Insurance Agency, LP	Wilco Insurance Agency, Inc.	TX	Independent Agency/Broker	Retail	P&C
11/12/09	2009	Marsh & McLennan Companies, Inc.	Insurance Alliance	TX	Public Broker	Retail	P&C
11/02/09	2009	BB&T Corporation	Oswald Trippe and Company, Inc.	FL	Bank or Thrift	Retail	P&C
11/01/09	2009	Arthur J. Gallagher & Co.	Shuford Insurance Agency, Inc. (certain insurance brokerage businesses)		Public Broker	Retail	P&C
11/01/09	2009	Brown & Brown, Inc.	Anchor Bay Insurance Managers, Inc. (wholesale insurance accounts)		Public Broker	Wholesale	P&C
10/30/09	2009	Aquesta Bank	Oswald, Trippe and Company of the Carolinas, Inc	NC	Bank or Thrift	Retail	P&C
10/27/09	2009	Group Benefit Services, Inc.	Client First Brokerage Services, Inc.	MD	Independent Agency/Broker	Wholesale	EB & Consulting
10/26/09	2009	Aon Corporation	Carpenter Moore Insurance Services Inc.	NY	Public Broker	Retail	P&C
10/14/09	2009	Tower Group, Inc.	AequiCap Services Group, Inc. (renewal rights)	FL	Insurance Company	Wholesale	P&C
10/12/09	2009	Florida Doctors Holding Company, LLC	Physicians Preferred Insurance Management, LLC		Insurance Company	Wholesale	P&C
10/12/09	2009	Keystone Insurers Group, Inc.	Synergy Insurance Group (benefits division)	IN	Independent Agency/Broker	Retail	EB & Consulting
10/12/09	2009	New York Long-Term Care Brokers Ltd.	Dan Ross Financial Services	NY	Independent Agency/Broker	Wholesale	EB & Consulting
10/09/09	2009	Arthur J. Gallagher & Co.	Triad Insurance Agency, Inc.	HI	Public Broker	Wholesale	P&C
10/09/09	2009	Investor group	Avalon Risk Management, Inc.	IL	Other Buyer	Retail	P&C
10/07/09	2009	Blue Cross and Blue Shield of South Carolina	Intermediary Insurance Services, Inc.	CA	Insurance Company	Wholesale	EB & Consulting
10/05/09	2009	Seubert & Associates Inc.	Heritage Agency, Inc.	PA	Independent Agency/Broker	Retail	P&C
10/02/09	2009	Woodruff-Sawyer & Co.	NASDAQ OMX Group, Inc. (western region direct practice of Carpenter Moore Insurance Services Inc.)	CA	Independent Agency/Broker	Retail	P&C
10/01/09	2009	Buren Insurance Group, Inc.	Padgett-Young & Associates, Inc.	OH	Independent Agency/Broker	Retail	P&C
10/01/09	2009	Wells Fargo & Company	Sierra Self Insurance Services, LLC	CA	Bank or Thrift	Retail	P&C
10/01/09	2009	William Gallagher Associates	RPG Insurance Administrators, Inc.	MA	Independent Agency/Broker	Retail	P&C
09/30/09	2009	Neace Lukens	Insurance First Agency	OH	Independent Agency/Broker	Retail	P&C
09/30/09	2009	Open Lending, Inc.	Lenders Protection, LLC	TX	Other Buyer	Retail	Multi Line
09/25/09	2009	CBIZ, Inc.	Meyers Dining, LLC	CO	Public Broker	Retail	P&C
09/25/09	2009	CBIZ, Inc.	MeyersDining Property & Casualty, LLC	CO	Public Broker	Retail	P&C
09/21/09	2009	A.N. Ansay & Associates, Inc.	Vincent Group, Inc.	WI	Independent Agency/Broker	Retail	P&C
09/18/09	2009	AHM Corporation Holdings, Inc.	Adrian N Baker & Co.	MO	Other Buyer	Retail	P&C
09/01/09	2009	AF Financial Group (MHC)	Royall Cox Northwestern Insurance Services	NC	Bank or Thrift	Retail	P&C
09/01/09	2009	AmWINS Group	Managing Agency Group Inc. – Employee Benefits	CT	Independent Agency/Broker- Private Capital Backed	Wholesale	EB & Consulting
09/01/09	2009	Diane M. Hendricks Enterprises, Inc.	Westbrook Financial Services, Inc.	IL	Other Buyer	Retail	EB & Consulting
09/01/09	2009	Keenan & Suggs, Inc.	Dana Insurance Agency, Inc.	SC	Independent Agency/Broker	Retail	P&C
09/01/09	2009	MAG Mutual Insurance Company	Select Professional Underwriters, LLC	GA	Insurance Company	Wholesale	P&C
09/01/09	2009	National Penn Bancshares, Inc.	Milestone Financial Associates, LLC (selected assets and employees)		Bank or Thrift	Retail	EB & Consulting
08/31/09	2009	Brown & Brown, Inc.	Roussel & Associates, LLC (Group EB division)		Public Broker	Retail	EB & Consulting
08/31/09	2009	Management group	Galloway-Chandler-McKinney Insurance Agency, Inc.	MS	Independent Agency/Broker	Retail	P&C
08/31/09	2009	Private Investor - Darin Ely	Virginia Asset Group, LLC	VA	Other Buyer	Retail	P&C
08/19/09	2009	Alleghany Corporation	MPP Company, Inc. (assets of Specialty Global Insurance Services)	KS	Insurance Company	Wholesale	P&C
08/19/09	2009	EPIC (Edgewood Partners Insurance Center)	Metro/Risk, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/10/09	2009	Demetriou General Agency, Inc.	H. Al Roth Agency, Inc.	NY	Independent Agency/Broker	Wholesale	P&C
08/06/09	2009	UMB Financial Corporation	Chapman-Sander Insurance Agency	MO	Bank or Thrift	Retail	P&C
08/01/09	2009	Cottingham & Butler, Inc.	Baker Tilly Employee Benefits, LLC	MN	Independent Agency/Broker	Retail	EB & Consulting
08/01/09	2009	NIA Group LLC	Undisclosed Seller (two EB companies)	NJ	Independent Agency/Broker
07/31/09	2009	Members Mutual Holding Company	Efinancial, LLC	WA	Other Buyer	Retail	Multi Line
07/31/09	2009	Rogers & Gray Insurance Agency, Incorporated	E.A. O'Connor Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	P&C
07/30/09	2009	Arthur J. Gallagher & Co.	Gresham & Associates, Inc. (Portland, ME and Cranston, RI operations)		Public Broker	Wholesale	P&C
07/28/09	2009	AssuranceAmerica Corporation	Hayes Insurance (agency book of business)		Insurance Company	Retail	Multi Line
07/14/09	2009	Pan-American Life Mutual Holding Company	USNow, L.P.	TX	Insurance Company	Retail	EB & Consulting
07/07/09	2009	McNeary, Inc.	Benchmark Agency, Inc. (Hospital & P&C business)		Independent Agency/Broker	Retail	P&C
07/02/09	2009	Hub International Limited	Montana Insurance Group	MT	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
07/01/09	2009	Brown & Brown, Inc.	Camford National Insurance Brokers, LLC	NJ	Public Broker	Wholesale	P&C
07/01/09	2009	CBIZ, Inc.	EAO Consultants, LLC	NJ	Public Broker	Retail	EB & Consulting
07/01/09	2009	Chastain & Associates Insurance	Jim Anderson & Co.	GA	Independent Agency/Broker	Retail	P&C
07/01/09	2009	Cullen/Frost Bankers, Inc.	Insurance Options, Inc.	TX	Bank or Thrift	Retail	Multi Line
07/01/09	2009	Geneve Holdings, Inc.	GroupLink Inc.	IN	Other Buyer	Wholesale	EB & Consulting
07/01/09	2009	Ironshore Inc./Rockwood Programs Inc.	Wright & Company	VA	Insurance Company	Wholesale	P&C
06/30/09	2009	Ascension Insurance, Inc.	Commercial Insurance Group, Inc.	NC	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/30/09	2009	Ascension Insurance, Inc.	Haas & Dodd, Inc.	GA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/30/09	2009	CIA Group	Colonial Insurance Agency, Inc.	AL	Other Buyer	Retail	P&C
06/30/09	2009	Mutual Insurers Holding Company	Human Services Benefits Company	MD	Insurance Company	Retail	Multi Line
06/30/09	2009	Private Investor - Barry Lefkowitz	AIA-DCAP Corporation	PA	Other Buyer	Retail	P&C
06/30/09	2009	QBE Insurance Group Limited	SLG Benefits & Insurance, LLC.	MA	Insurance Company	Wholesale	EB & Consulting
06/30/09	2009	Undisclosed buyer	HCC Insurance Holdings, Inc. (commercial marine agency business)		Other Buyer	Retail	EB & Consulting
06/29/09	2009	Apex Global Partners, Inc.	Corrigan-Jordan Insurance Agency Inc.	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/24/09	2009	Undisclosed buyer	Affirmative Insurance Holdings, Inc. (Retail Stores/Franchise business)	FL	Other Buyer	Retail	P&C
06/23/09	2009	Lawson-Hawks Insurance Associates, Inc.	Truckee Insurance Agency	CA	Independent Agency/Broker	Retail	P&C
06/18/09	2009	Ascension Insurance, Inc.	Personal Insurance Administrators, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
06/18/09	2009	Ascension Insurance, Inc.	Portal Group Holdings Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/18/09	2009	Ascension Insurance, Inc.	Renaissance Agencies, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
06/09/09	2009	Brower Insurance Agency, LLC	Aspen Insurance Associates	OH	Independent Agency/Broker	Retail	P&C
06/09/09	2009	Premier Insurance	Liberty Mutual Holding Company Inc. (workers compensation policy renewal rights)	ID	Independent Agency/Broker	Retail	P&C
06/09/09	2009	Propel Insurance	Liberty Mutual Holding Company Inc. (workers compensation policy renewal rights)	WA	Independent Agency/Broker	Retail	P&C
06/09/09	2009	Western States Insurance Agency	Liberty Mutual Holding Company Inc. (workers compensation policy renewal rights)	MT	Independent Agency/Broker	Retail	P&C
06/05/09	2009	American Financial Group, Inc.	Aon Corporation (Non Profit and Employment Practices Liability book of business)		Insurance Company	Wholesale	P&C
06/05/09	2009	Venue Re, LLC	ZON-Re USA, LLC	CT	Other Buyer	Wholesale	P&C
06/01/09	2009	Arthur J. Gallagher & Co.	Creative Benefit Solutions, LLC	KY	Public Broker	Retail	EB & Consulting
06/01/09	2009	Arthur J. Gallagher & Co.	Walker Taylor Agency, Inc.	NC	Public Broker	Retail	P&C
06/01/09	2009	Frenkel & Company Inc.	Higger & Associates, LLC	NY	Independent Agency/Broker	Retail	P&C
06/01/09	2009	Two Rivers Financial Group, Inc.	Premium Business Insurance, Inc.	IA	Bank or Thrift	Retail	Multi Line
06/01/09	2009	Wells Fargo & Company	John Grady Insurance, Inc.	NV	Bank or Thrift	Retail	EB & Consulting
05/27/09	2009	Ameriana Bancorp	Chapin-Hayworth Insurance Agency, Inc.	IN	Bank or Thrift	Retail	P&C
05/27/09	2009	Hub International Limited	Rettenmier Benefits Group, Inc.	WA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
05/21/09	2009	Hub International Limited	Meier Insurance Agency, Inc.	WA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
05/20/09	2009	Irving Weber Associates, Inc.	Multi-Line Coverage Corporation	NY	Independent Agency/Broker	Retail	Multi Line
05/15/09	2009	Atlas Insurance Agency, Inc.	Bank of Hawaii Corporation (assets of Bank of Hawaii Insurance Services, Inc.)	HI	Independent Agency/Broker	Retail	P&C
05/15/09	2009	Wagner Insurance Agency, Inc.	Kettering Insurance Agency	OH	Independent Agency/Broker	Retail	P&C
05/12/09	2009	Brown & Brown, Inc.	Irving Weber Associates, Inc.	NY	Public Broker	Retail	P&C
05/01/09	2009	Arthur J. Gallagher & Co.	Nourse Insurance Brokers, Inc.	CA	Public Broker	Retail	P&C
05/01/09	2009	Arthur J. Gallagher & Co.	Sellers Group, LLC	TX	Public Broker	Retail	EB & Consulting
05/01/09	2009	Bollinger, Inc.	Gail Steinberg & Co. Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
05/01/09	2009	MEDEX Global Group, Inc.	CMI Insurance Worldwide	MD	Independent Agency/Broker	Retail	P&C
05/01/09	2009	Private Investors	DCAP Group, Inc. (franchise business)		Other Buyer	Retail	P&C
04/28/09	2009	Private Investor - Hector Fortun	Hub International Florida, Inc.	FL	Other Buyer	Retail	P&C
04/22/09	2009	First American Corporation	Cahaba Title, Inc.	AL	Insurance Company	Retail	P&C
04/15/09	2009	Summit Partners, L.P.	Bliss and Glennon, Inc.	CA	Other Buyer	Wholesale	P&C
04/10/09	2009	Brown & Brown, Inc.	W.R. Reed & Co.	OR	Public Broker	Retail	P&C
04/08/09	2009	Allegacy Federal Credit Union	Estate & Business Insurance Services	NC	Other Buyer	Retail	EB & Consulting
04/01/09	2009	City Holding Company	Dickens & Clark Insurance Agency	WV	Bank or Thrift	Retail	P&C
04/01/09	2009	Teachers Credit Union	KL Benefits	IN	Other Buyer	Retail	EB & Consulting