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

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
10/02/14	2014	Confie Seguros Insurance Services	Parietti & McGuire Insurance	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/02/14	2014	Confie Seguros Insurance Services	Parietti & McGuire Insurance	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/02/14	2014	Hub International Limited	Marrs Maddocks & Associates Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/02/14	2014	Hub International Limited	Marrs Maddocks & Associates Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/02/14	2014	NSM Insurance Group, Inc.	Specialty Aviation Underwriters, LLC	TX	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
10/02/14	2014	NSM Insurance Group, Inc.	Specialty Aviation Underwriters, LLC	TX	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
10/01/14	2014	Confie Seguros Insurance Services	Insurance Now LLC	WA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/01/14	2014	Confie Seguros Insurance Services	Insurance Now LLC	WA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
10/01/14	2014	First Commonwealth Financial Corporation	Thompson/McLay Insurance Associates	PA	Bank or Thrift	Retail	P&C
10/01/14	2014	First Commonwealth Financial Corporation	Thompson/McLay Insurance Associates	PA	Bank or Thrift	Retail	P&C
10/01/14	2014	Gryphon Investors	Orchid Underwriters Agency, Inc.	FL	Other Buyer	Wholesale	P&C
10/01/14	2014	Gryphon Investors	Orchid Underwriters Agency, Inc.	FL	Other Buyer	Wholesale	P&C
10/01/14	2014	Heffernan Insurance Brokers	Pilot Benefits Group, LLC	NY	Independent Agency/Broker	Retail	EB & Consulting
10/01/14	2014	Heffernan Insurance Brokers	Pilot Benefits Group, LLC	NY	Independent Agency/Broker	Retail	EB & Consulting
10/01/14	2014	Hub International Limited	FieldEddy	MA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/01/14	2014	Hub International Limited	FieldEddy	MA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/01/14	2014	Hub International Limited	Kuykendall Gardner LLC	FL	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/01/14	2014	Hub International Limited	Kuykendall Gardner LLC	FL	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
10/01/14	2014	Lawley Insurance	S. Turtletaub & Sons, Inc.	NJ	Independent Agency/Broker	Retail	P&C
10/01/14	2014	Lawley Insurance	S. Turtletaub & Sons, Inc.	NJ	Independent Agency/Broker	Retail	P&C
10/01/14	2014	Tompkins Financial Corporation	Employee benefits book of business from Aigen Financial Group, LLC	NY	Bank or Thrift	Retail	EB & Consulting
10/01/14	2014	Tompkins Financial Corporation	Employee benefits book of business from Aigen Financial Group, LLC	NY	Bank or Thrift	Retail	EB & Consulting
10/01/14	2014	USI Holdings Corporation	Wallace Insurance Group, Inc.	AK	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
10/01/14	2014	USI Holdings Corporation	Wallace Insurance Group, Inc.	AK	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/30/14	2014	Ames & Gough, Inc.	Bixby Insurance Agency	RI	Independent Agency/Broker	Retail	P&C
09/30/14	2014	Ames & Gough, Inc.	Bixby Insurance Agency	RI	Independent Agency/Broker	Retail	P&C
09/30/14	2014	INSURICA Insurance Management Network	Alliance Brokers & Consultants, Inc.	CA	Independent Agency/Broker	Retail	EB & Consulting
09/30/14	2014	INSURICA Insurance Management Network	Alliance Brokers & Consultants, Inc.	CA	Independent Agency/Broker	Retail	EB & Consulting
09/30/14	2014	INSURICA Insurance Management Network	James & Associates	OK	Independent Agency/Broker	Retail	EB & Consulting
09/30/14	2014	INSURICA Insurance Management Network	James & Associates	OK	Independent Agency/Broker	Retail	EB & Consulting
09/30/14	2014	Palladium Equity Partners, LLC	Pronto General Agency, Limited	TX	Other Buyer	Wholesale	P&C
09/30/14	2014	Palladium Equity Partners, LLC	Pronto General Agency, Limited	TX	Other Buyer	Wholesale	P&C
09/26/14	2014	Fortner Insurance Services, Inc.	Empire Bank Insurance Agency	MO	Independent Agency/Broker	Retail	P&C
09/26/14	2014	Fortner Insurance Services, Inc.	Empire Bank Insurance Agency	MO	Independent Agency/Broker	Retail	P&C
09/26/14	2014	Risk Strategies Company, LLC	DeWitt Stern Group, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/26/14	2014	Risk Strategies Company, LLC	DeWitt Stern Group, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/22/14	2014	Acrisure, LLC	Interstate Brokerage Corp.	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/22/14	2014	Acrisure, LLC	Interstate Brokerage Corp.	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/22/14	2014	Arthur J. Gallagher & Co.	Benfield Group, LLC	MO	Public Broker	Retail	EB & Consulting
09/22/14	2014	Arthur J. Gallagher & Co.	Benfield Group, LLC	MO	Public Broker	Retail	EB & Consulting
09/22/14	2014	Insure.net, LLC	Stark Insurance Agency	CT	Independent Agency/Broker	Retail	Multi Line
09/22/14	2014	Insure.net, LLC	Stark Insurance Agency	CT	Independent Agency/Broker	Retail	Multi Line
09/22/14	2014	Peoples Bancorp, Inc.	Chrisman Insurance Agency, Inc.	KY	Bank or Thrift	Retail	P&C
09/22/14	2014	Peoples Bancorp, Inc.	Chrisman Insurance Agency, Inc.	KY	Bank or Thrift	Retail	P&C
09/21/14	2014	HIA Insurance	Employer Benefit Systems, Inc	IN	Independent Agency/Broker	Retail	EB & Consulting
09/21/14	2014	HIA Insurance	Employer Benefit Systems, Inc	IN	Independent Agency/Broker	Retail	EB & Consulting
09/18/14	2014	Digital Insurance, Inc.	Clark Benefits, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/18/14	2014	Digital Insurance, Inc.	Clark Benefits, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/18/14	2014	Digital Insurance, Inc.	Drew Miller Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/18/14	2014	Digital Insurance, Inc.	Drew Miller Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/18/14	2014	Digital Insurance, Inc.	Shargel & Co. Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/18/14	2014	Digital Insurance, Inc.	Shargel & Co. Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/17/14	2014	Arthur J. Gallagher & Co.	Hagedorn & Company	NY	Public Broker	Retail	Multi Line
09/17/14	2014	Arthur J. Gallagher & Co.	Hagedorn & Company	NY	Public Broker	Retail	Multi Line
09/16/14	2014	Digital Insurance, Inc.	Benefits Resource, LLC	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/16/14	2014	Digital Insurance, Inc.	Benefits Resource, LLC	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/15/14	2014	AssuredPartners, Inc.	Crawford Advisors, LLC	MD	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/15/14	2014	AssuredPartners, Inc.	Crawford Advisors, LLC	MD	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
09/15/14	2014	National General Holdings Corp.	Tower Personal Lines		Insurance Company	Wholesale	P&C
09/15/14	2014	National General Holdings Corp.	Tower Personal Lines		Insurance Company	Wholesale	P&C
09/12/14	2014	Acrisure, LLC	CLG Insurance	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/12/14	2014	Acrisure, LLC	CLG Insurance	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/11/14	2014	AssuredPartners, Inc.	Chicago location of Cygnet Underwriting Agency, Inc.	IL	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
09/11/14	2014	AssuredPartners, Inc.	Chicago location of Cygnet Underwriting Agency, Inc.	IL	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
09/10/14	2014	R&R Insurance Services, Inc.	Snyder Insurance Agency Inc.	WI	Independent Agency/Broker	Retail	Multi Line
09/10/14	2014	R&R Insurance Services, Inc.	Snyder Insurance Agency Inc.	WI	Independent Agency/Broker	Retail	Multi Line
09/09/14	2014	Texas Wasatch Insurance Services, LP	Goosehead Insurance Agency, LLC	TX	Independent Agency/Broker	Retail	P&C
09/09/14	2014	Texas Wasatch Insurance Services, LP	Goosehead Insurance Agency, LLC	TX	Independent Agency/Broker	Retail	P&C
09/08/14	2014	Acrisure, LLC	B&B Coverage LLC	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/08/14	2014	Acrisure, LLC	B&B Coverage LLC	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/08/14	2014	Acrisure, LLC	Signature Group, LLC	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/08/14	2014	Acrisure, LLC	Signature Group, LLC	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/08/14	2014	Arthur J. Gallagher & Co.	Everett James Inc.	CT	Public Broker	Retail	EB & Consulting
09/08/14	2014	Arthur J. Gallagher & Co.	Everett James Inc.	CT	Public Broker	Retail	EB & Consulting
09/08/14	2014	Block Insurance	Child care business of Britton Gallagher	OH	Independent Agency/Broker	Retail	P&C
09/08/14	2014	Block Insurance	Child care business of Britton Gallagher	OH	Independent Agency/Broker	Retail	P&C
09/08/14	2014	Protector Holdings, LLC	SavePro Insurance Solutions	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/08/14	2014	Protector Holdings, LLC	SavePro Insurance Solutions	CA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
09/04/14	2014	Alliant Insurance Services	Moloney O’Neill Inc.	WA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/04/14	2014	Alliant Insurance Services	Moloney O’Neill Inc.	WA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/04/14	2014	Hub International Limited	Peterson Milaney Insurance Associates Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/04/14	2014	Hub International Limited	Peterson Milaney Insurance Associates Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
09/03/14	2014	Propel Insurance, Inc.	Assurety Northwest, Inc.	OR	Independent Agency/Broker	Retail	Multi Line
09/03/14	2014	Propel Insurance, Inc.	Assurety Northwest, Inc.	OR	Independent Agency/Broker	Retail	Multi Line
09/02/14	2014	Arthur J. Gallagher & Co.	Dezelan Insurance Agency, Inc.	IN	Public Broker	Retail	P&C
09/02/14	2014	Arthur J. Gallagher & Co.	Dezelan Insurance Agency, Inc.	IN	Public Broker	Retail	P&C
09/01/14	2014	CBIZ, Inc.	Rognstad's, Inc. dba Sattler Insurance Agency	ID	Public Broker	Retail	P&C
09/01/14	2014	CBIZ, Inc.	Rognstad's, Inc. dba Sattler Insurance Agency	ID	Public Broker	Retail	P&C
08/29/14	2014	Ion Financial MHC	Drescher Insurance Agency, Inc.	CT	Bank or Thrift	Retail	Multi Line
08/29/14	2014	Ion Financial MHC	Drescher Insurance Agency, Inc.	CT	Bank or Thrift	Retail	Multi Line
08/27/14	2014	One Risk Group, LLC	Integrated Employee Benefit Solutions, LLC	OH	Independent Agency/Broker	Retail	EB & Consulting
08/27/14	2014	One Risk Group, LLC	Integrated Employee Benefit Solutions, LLC	OH	Independent Agency/Broker	Retail	EB & Consulting
08/25/14	2014	Patriot National Insurance Group, Inc.	Patriot Underwriters, Inc.	FL	Other Buyer	Wholesale	P&C
08/25/14	2014	Patriot National Insurance Group, Inc.	Patriot Underwriters, Inc.	FL	Other Buyer	Wholesale	P&C
08/21/14	2014	Bryn Mawr Bank Corporation	Powers Craft Parker & Beard, Inc.	PA	Bank or Thrift	Retail	Multi Line
08/21/14	2014	Bryn Mawr Bank Corporation	Powers Craft Parker & Beard, Inc.	PA	Bank or Thrift	Retail	Multi Line
08/19/14	2014	Bolton & Company	Garner Consulting	CA	Independent Agency/Broker	Retail	EB & Consulting
08/19/14	2014	Bolton & Company	Garner Consulting	CA	Independent Agency/Broker	Retail	EB & Consulting
08/14/14	2014	NFP Corp.	Poulos Insurance, Inc.	VT	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/14/14	2014	NFP Corp.	Poulos Insurance, Inc.	VT	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/12/14	2014	Digital Insurance, Inc.	Linden Group Health Services Inc.	IL	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
08/12/14	2014	Digital Insurance, Inc.	Linden Group Health Services Inc.	IL	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
08/11/14	2014	Arthur J. Gallagher & Co.	Cowles & Connell Inc	CT	Public Broker	Wholesale	P&C
08/11/14	2014	Arthur J. Gallagher & Co.	Cowles & Connell Inc	CT	Public Broker	Wholesale	P&C
08/08/14	2014	Acrisure, LLC	All Security Insurance Agency, Inc.	IL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/08/14	2014	Acrisure, LLC	All Security Insurance Agency, Inc.	IL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/08/14	2014	Arthur J. Gallagher & Co.	Trip Mate, Inc	MO	Public Broker	Retail	P&C
08/08/14	2014	Arthur J. Gallagher & Co.	Trip Mate, Inc	MO	Public Broker	Retail	P&C
08/08/14	2014	Health Insurance Innovations, Inc.	American Service Insurance Agency, LLC	TX	Independent Agency/Broker	Retail	EB & Consulting
08/08/14	2014	Health Insurance Innovations, Inc.	American Service Insurance Agency, LLC	TX	Independent Agency/Broker	Retail	EB & Consulting
08/08/14	2014	NFP Corp.	Altus Specialty Group, LLC	MA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/08/14	2014	NFP Corp.	Altus Specialty Group, LLC	MA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/06/14	2014	Acrisure, LLC	SMA Surety, Inc.	KY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/06/14	2014	Acrisure, LLC	SMA Surety, Inc.	KY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/06/14	2014	Arthur J. Gallagher & Co.	Denman Consulting Services, Inc.	CO	Public Broker	Retail	EB & Consulting
08/06/14	2014	Arthur J. Gallagher & Co.	Denman Consulting Services, Inc.	CO	Public Broker	Retail	EB & Consulting
08/06/14	2014	Confie Seguros Insurance Services	Alliance Insurance Agency Inc.	SC	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/06/14	2014	Confie Seguros Insurance Services	Alliance Insurance Agency Inc.	SC	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/06/14	2014	Confie Seguros Insurance Services	Bower Insurance Agency, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/06/14	2014	Confie Seguros Insurance Services	Bower Insurance Agency, Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/06/14	2014	Confie Seguros Insurance Services	Guess Insurance Services, Inc.	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/06/14	2014	Confie Seguros Insurance Services	Guess Insurance Services, Inc.	TX	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/06/14	2014	Norman-Spencer Agency, Inc.	Northern Star Management, Inc.	NJ	Independent Agency/Broker	Wholesale	P&C
08/06/14	2014	Norman-Spencer Agency, Inc.	Northern Star Management, Inc.	NJ	Independent Agency/Broker	Wholesale	P&C
08/04/14	2014	Hub International Limited	Ballard Insurance Agency	FL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/04/14	2014	Hub International Limited	Ballard Insurance Agency	FL	Independent Agency/Broker- Private Capital Backed	Retail	P&C
08/01/14	2014	A.P. Michaud Insurance Agency Inc.	Nancy Greenwood Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	P&C
08/01/14	2014	A.P. Michaud Insurance Agency Inc.	Nancy Greenwood Insurance Agency, Inc.	MA	Independent Agency/Broker	Retail	P&C
08/01/14	2014	Acrisure, LLC	Wine Sergi & Company, LLC	IL	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/01/14	2014	Acrisure, LLC	Wine Sergi & Company, LLC	IL	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/01/14	2014	Arthur J. Gallagher & Co.	Moore Insurance Services, LLC	NJ	Public Broker	Retail	Multi Line
08/01/14	2014	Arthur J. Gallagher & Co.	Moore Insurance Services, LLC	NJ	Public Broker	Retail	Multi Line
08/01/14	2014	Financial Institutions, Inc.	Scott Danahy Naylon Co., Inc.	NY	Bank or Thrift	Retail	Multi Line
08/01/14	2014	Financial Institutions, Inc.	Scott Danahy Naylon Co., Inc.	NY	Bank or Thrift	Retail	Multi Line
08/01/14	2014	Hilb Group LLC	Martin Agency, Inc.	KY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/01/14	2014	Hilb Group LLC	Martin Agency, Inc.	KY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
08/01/14	2014	World Insurance Associates, LLC	Creative Insurance Services, LLC / Jersey Central Insurance Agency, Inc.	PA	Independent Agency/Broker	Retail	P&C
08/01/14	2014	World Insurance Associates, LLC	Creative Insurance Services, LLC / Jersey Central Insurance Agency, Inc.	PA	Independent Agency/Broker	Retail	P&C
07/31/14	2014	Hub International Limited	Two Rivers Insurance Company, Inc. - Davenport Office (Ruhl & Ruhl Insurance)	IA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/31/14	2014	Hub International Limited	Two Rivers Insurance Company, Inc. - Davenport Office (Ruhl & Ruhl Insurance)	IA	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/31/14	2014	NFP Corp.	Benefit Resources, Inc.	OH	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
07/31/14	2014	NFP Corp.	Benefit Resources, Inc.	OH	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
07/31/14	2014	Regions Financial Corporation	Zalowitz Frisch Employee Benefits, LLC	TN	Bank or Thrift	Retail	EB & Consulting
07/31/14	2014	Regions Financial Corporation	Zalowitz Frisch Employee Benefits, LLC	TN	Bank or Thrift	Retail	EB & Consulting
07/30/14	2014	Arthur J. Gallagher & Co.	Insurance Point, LLC	IL	Public Broker	Retail	EB & Consulting
07/30/14	2014	Arthur J. Gallagher & Co.	Insurance Point, LLC	IL	Public Broker	Retail	EB & Consulting
07/30/14	2014	AssuredPartners, Inc.	Wright Group Services	CO	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
07/30/14	2014	AssuredPartners, Inc.	Wright Group Services	CO	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
07/24/14	2014	Leavitt Group Enterprises, Inc.	Millennium Insurance Agency Inc.	NM	Independent Agency/Broker	Retail	P&C
07/24/14	2014	Leavitt Group Enterprises, Inc.	Millennium Insurance Agency Inc.	NM	Independent Agency/Broker	Retail	P&C
07/21/14	2014	Cross Insurance	Merchant, Needham & Associates Insurance	ME	Independent Agency/Broker	Retail	P&C
07/21/14	2014	Cross Insurance	Merchant, Needham & Associates Insurance	ME	Independent Agency/Broker	Retail	P&C
07/18/14	2014	Arthur J. Gallagher & Co.	Foundation Strategies, Inc.	TX	Public Broker	Retail	EB & Consulting
07/18/14	2014	Arthur J. Gallagher & Co.	Foundation Strategies, Inc.	TX	Public Broker	Retail	EB & Consulting
07/17/14	2014	EPIC (Edgewood Partners Insurance Center)	Jenkins Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
07/17/14	2014	EPIC (Edgewood Partners Insurance Center)	Jenkins Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
07/16/14	2014	Onex Corporation	York Risk Services Group Inc.	NJ	Other Buyer	Wholesale	P&C
07/16/14	2014	Onex Corporation	York Risk Services Group Inc.	NJ	Other Buyer	Wholesale	P&C
07/09/14	2014	IMA Financial Group, Inc.	Corporate Insurance Group, Inc.	KS	Independent Agency/Broker	Retail	P&C
07/09/14	2014	IMA Financial Group, Inc.	Corporate Insurance Group, Inc.	KS	Independent Agency/Broker	Retail	P&C
07/03/14	2014	AssuredPartners, Inc.	Ramsey Insurance Agency, Inc.	WV	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/03/14	2014	AssuredPartners, Inc.	Ramsey Insurance Agency, Inc.	WV	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/03/14	2014	Higginbotham & Associates, Inc.	Operations of Willis of Texas Inc.	TX	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
07/03/14	2014	Higginbotham & Associates, Inc.	Operations of Willis of Texas Inc.	TX	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
07/02/14	2014	Hub International Limited	Free Market Insurance Agencies, LLC	NM	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/02/14	2014	Hub International Limited	Free Market Insurance Agencies, LLC	NM	Independent Agency/Broker- Private Capital Backed	Retail	P&C
07/02/14	2014	LTC Financial Partners, LLC	LTC Global, Inc.	FL	Independent Agency/Broker	Wholesale	EB & Consulting
07/02/14	2014	LTC Financial Partners, LLC	LTC Global, Inc.	FL	Independent Agency/Broker	Wholesale	EB & Consulting
07/02/14	2014	Mascoma Mutual Financial Services Corporation	Centurion Insurance Group	NH	Bank or Thrift	Retail	P&C
07/02/14	2014	Mascoma Mutual Financial Services Corporation	Centurion Insurance Group	NH	Bank or Thrift	Retail	P&C
07/01/14	2014	AmWINS Group	Cabrillo Pacific Insurance Services, LLC and Tidewater Pacific Adjusters	CA	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
07/01/14	2014	AmWINS Group	Cabrillo Pacific Insurance Services, LLC and Tidewater Pacific Adjusters	CA	Independent Agency/Broker- Private Capital Backed	Wholesale	P&C
07/01/14	2014	Bigham Kliewer Chapman & Watts Insurance L.P.	Greater Texas Insurance Managers and Agency, Inc.	TX	Independent Agency/Broker	Retail	Multi Line
07/01/14	2014	Bigham Kliewer Chapman & Watts Insurance L.P.	Greater Texas Insurance Managers and Agency, Inc.	TX	Independent Agency/Broker	Retail	Multi Line
07/01/14	2014	Univest Corporation of Pennsylvania	Sterner Insurance Associates, Inc.	PA	Bank or Thrift	Retail	Multi Line
07/01/14	2014	Univest Corporation of Pennsylvania	Sterner Insurance Associates, Inc.	PA	Bank or Thrift	Retail	Multi Line
06/30/14	2014	Acrisure, LLC	K&K Insurance Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/30/14	2014	Acrisure, LLC	K&K Insurance Inc.	NY	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/30/14	2014	Chunha Holding Corporation	Chun-Ha Insurance Services Inc./All World Insurance Services Inc.	CA	Other Buyer	Retail	Multi Line
06/30/14	2014	Chunha Holding Corporation	Chun-Ha Insurance Services Inc./All World Insurance Services Inc.	CA	Other Buyer	Retail	Multi Line
06/30/14	2014	Russ Blakely & Associates, LLC	Tanaka Bencomp, Inc.	TN	Independent Agency/Broker	Retail	EB & Consulting
06/30/14	2014	Russ Blakely & Associates, LLC	Tanaka Bencomp, Inc.	TN	Independent Agency/Broker	Retail	EB & Consulting
06/30/14	2014	USI Holdings Corporation	BHB Insurance Services	NJ	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/30/14	2014	USI Holdings Corporation	BHB Insurance Services	NJ	Independent Agency/Broker- Private Capital Backed	Retail	P&C
06/27/14	2014	National General Holdings Corp.	ABC Insurance Agenciesand RAC Insurance Partners	LA	Insurance Company	Wholesale	P&C
06/27/14	2014	National General Holdings Corp.	ABC Insurance Agenciesand RAC Insurance Partners	LA	Insurance Company	Wholesale	P&C
06/26/14	2014	Digital Insurance, Inc.	Forrester & Associates Insurance Agency, Inc.	NC	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
06/26/14	2014	Digital Insurance, Inc.	Forrester & Associates Insurance Agency, Inc.	NC	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
06/23/14	2014	Integro, Ltd.	Daugherty Insurance Services Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
06/23/14	2014	Integro, Ltd.	Daugherty Insurance Services Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
06/16/14	2014	Broad Financial, LLC	Art Hartselle Agency Inc.	FL	Other Buyer	Retail	P&C
06/16/14	2014	Broad Financial, LLC	Art Hartselle Agency Inc.	FL	Other Buyer	Retail	P&C
06/16/14	2014	Frederick H. DiMeo Insurance Agency, Inc.	Personal lines division of Hughes AllMart Insurance Agency	CA	Independent Agency/Broker	Retail	P&C
06/16/14	2014	Frederick H. DiMeo Insurance Agency, Inc.	Personal lines division of Hughes AllMart Insurance Agency	CA	Independent Agency/Broker	Retail	P&C
06/13/14	2014	Arthur J. Gallagher & Co.	Plus Companies, Inc.	NJ	Public Broker	Wholesale	P&C
06/13/14	2014	Arthur J. Gallagher & Co.	Plus Companies, Inc.	NJ	Public Broker	Wholesale	P&C
06/13/14	2014	Capacity Group, Inc.	Mt. Pleasant Agency, Ltd.	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
06/13/14	2014	Capacity Group, Inc.	Mt. Pleasant Agency, Ltd.	NY	Independent Agency/Broker- Private Capital Backed	Retail	Multi Line
06/12/14	2014	Integro, Ltd.	Lugo & Associates Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting
06/12/14	2014	Integro, Ltd.	Lugo & Associates Insurance Services, Inc.	CA	Independent Agency/Broker- Private Capital Backed	Retail	EB & Consulting