Industry Transactions
Acquisition Details
| Who’s Buying | |
|---|---|
| Insurance Brokers – Independent | 6 |
| Insurance Brokers – Public | 4 |
| Insurance Brokers – Private Capital-Backed | 31 |
| Insurance Carrier and Other | 7 |
| Banks and Thrifts | 0 |
| What’s Being Bought | |
|---|---|
| Full Service | 12 |
| P&C | 28 |
| Employee Benefits | 8 |
| Retail vs. Specialty | |
|---|---|
| Retail | 29 |
| 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 10/27/2022.
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 |
|---|---|---|---|---|---|---|---|---|
| 06/02/22 | 2022 | Marsh & McLennan Companies, Inc. | Clark Insurance Inc. | ME | Public Broker | Retail | Multi Line | Download |
| 06/02/22 | 2022 | Risk Strategies Company, LLC | VFIS of North Carolina | NC | Independent Agency/Broker | Wholesale | Multi Line | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | SD | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | NJ | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | VT | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | Independent Agency/Broker | Retail | P&C | ||
| 06/01/22 | 2022 | Alera Group, Inc. | Book of business | OK | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Beyond Risk | Dealer Risk Services, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | MD | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | NC | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | GA | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Brown & Brown, Inc. | All assets of Dealer Specialties Group Corp. | NY | Public Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Hub International Limited | Lee V. Bethel book of business | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 06/01/22 | 2022 | Hub International Limited | Sandy Spring Insurance Corporation | MD | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/01/22 | 2022 | Inszone Insurance Services, Inc. | B-W Insurance Agency, LLC | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/01/22 | 2022 | Inszone Insurance Services, Inc. | First Bosnian Insurance Agency LLC | MO | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Inszone Insurance Services, Inc. | The Insurance Place, Inc. | CO | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Lawrence Victoria Insurance Agency, Inc. | OH | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Relation Insurance, Inc. | Bohannon Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/01/22 | 2022 | Risk Strategies Company, LLC | Island Insurance Group LLC | FL | Independent Agency/Broker | Retail | Multi Line | |
| 06/01/22 | 2022 | World Insurance Associates, LLC | Allan M. Walker & Company Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/31/22 | 2022 | High Street Insurance Partners, LLC | Rice Agency, Inc. | MD | Independent Agency/Broker | Retail | Multi Line | |
| 05/31/22 | 2022 | Risk Strategies Company, LLC | Ireland Insurance Group, Inc. | NC | Independent Agency/Broker | Retail | Multi Line | |
| 05/26/22 | 2022 | Milestone Partners Management Co., L.P. | GoAuto, LLC / Adaptive Information Technologies, LLC | LA | Other Buyer | Retail | P&C | Download |
| 05/25/22 | 2022 | Integrity Marketing Group LLC | Hegemon Group International, LLC | GA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 05/25/22 | 2022 | Inszone Insurance Services, Inc. | Caleb Insurance and Financial Services, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/25/22 | 2022 | The Hilb Group, LLC | commercial property & casualty (P&C) and surety bond business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 05/16/22 | 2022 | Arthur J. Gallagher & Co. | Hruska Insurancenter, Inc. | IL | Public Broker | Retail | P&C | |
| 05/16/22 | 2022 | USI Holdings Corporation | Ames-Grenz Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/12/22 | 2022 | Northlane Capital Partners, LLC | ABEM, Inc. | PA | Other Buyer | Retail | P&C | |
| 05/11/22 | 2022 | Risk Strategies Company, LLC | Assets of Wall 2 Wall Benefit Services LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/11/22 | 2022 | Risk Strategies Company, LLC | The Insurance Center of Central Florida, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/10/22 | 2022 | Aquiline Capital Partners LLC | Assets Guaraldi Insurance, LLC | NH | Other Buyer | Retail | Multi Line | |
| 05/10/22 | 2022 | Inszone Insurance Services, Inc. | Trucking Insurance & Accounting, Inc. | AZ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/09/22 | 2022 | AssuredPartners, Inc. | Midwest Group Benefits Inc. | IA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 05/09/22 | 2022 | BBH Capital Partners | Evins Insurance Agency, Inc. | AR | Other Buyer | Retail | Multi Line | |
| 05/09/22 | 2022 | The Carlyle Group | NSM Insurance Group, Inc. | PA | Other Buyer | MGA | P&C | |
| 05/06/22 | 2022 | Hub International Limited | Assets of Alta Actuaries & Consultants, LLC | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/06/22 | 2022 | The Hilb Group, LLC | Undisclosed EB Agency | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/05/22 | 2022 | Hub International Limited | Great North Insurance Services, Inc. | ND | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 05/04/22 | 2022 | Hub International Limited | Assets of JonesBirdsong LLP | MN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 05/04/22 | 2022 | Hub International Limited | Williford Insurance Group, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/04/22 | 2022 | Integrity Marketing Group LLC | Ash Brokerage LLC | IN | Independent Agency/Broker- Private Capital Backed | Wholesale | Multi Line | |
| 05/03/22 | 2022 | Hub International Limited | Hanson Insurance Group | OR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 05/02/22 | 2022 | Arthur J. Gallagher & Co. | Lighthouse Insurance Group, LLC | OH | Public Broker | Retail | EB & Consulting | |
| 05/01/22 | 2022 | Alera Group, Inc. | TMS Holdings Georgia, Inc | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/22 | 2022 | Alera Group, Inc. | West Michigan Insurance, Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/22 | 2022 | BroadStreet Partners, Inc. | Book of business | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/01/22 | 2022 | BroadStreet Partners, Inc. | Book of business | NV | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | IA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/22 | 2022 | World Insurance Associates, LLC | Lubowicki Insurance Agency, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/26/22 | 2022 | Reliance Global Group, Inc. | All of the assets of Barra & Associates LLC | IL | Other Buyer | Retail | Multi Line | |
| 04/25/22 | 2022 | Arthur J. Gallagher & Co. | Ryan Insurance Strategy Consultants | CO | Public Broker | Retail | EB & Consulting | |
| 04/25/22 | 2022 | Lockton, Inc. | SBG, Inc. | MN | Independent Agency/Broker | Wholesale | EB & Consulting | |
| 04/21/22 | 2022 | The Hilb Group, LLC | Paige & Campbell, Inc. | VT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/19/22 | 2022 | Higginbotham & Associates, Inc. | Lyon Fry Cadden Insurance Agency, Inc. | AL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 04/18/22 | 2022 | USI Holdings Corporation | Benefits 7 Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 04/15/22 | 2022 | AssuredPartners, Inc. | Don Jacobs Insurance Services, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 04/14/22 | 2022 | Integrity Marketing Group LLC | Honeycutt Insurance Marketing | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 04/14/22 | 2022 | King Insurance Agency, Inc. | Ameriway Insurance, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/13/22 | 2022 | Arthur J. Gallagher & Co. | G.A. Mavon & Co. Inc. | IL | Public Broker | Wholesale | P&C | |
| 04/13/22 | 2022 | Digital Insurance, Inc. | Security First Insurance Agency | CO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/13/22 | 2022 | Integrity Marketing Group LLC | Applied General Agency | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 04/13/22 | 2022 | Marsh & McLennan Companies, Inc. | Regional Treaty Services | RI | Public Broker | MGA | P&C | |
| 04/13/22 | 2022 | Risk Strategies Company, LLC | Seacoast Specialty Administrators, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 04/12/22 | 2022 | Aquiline Capital Partners LLC | Distinguished Programs Group LLC | NY | Other Buyer | MGA | P&C | |
| 04/12/22 | 2022 | Aquiline Capital Partners LLC | Distinguished Programs Group LLC | NY | Other Buyer | MGA | P&C | |
| 04/12/22 | 2022 | Hub International Limited | Evo Insurance Services Inc | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 04/08/22 | 2022 | Hub International Limited | Marketing Management Associates, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/06/22 | 2022 | EPIC (Edgewood Partners Insurance Center) | Treloar & Heisel, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 04/05/22 | 2022 | Hub International Limited | Assets of JAG Investment Partners LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 04/05/22 | 2022 | National Auto Care Corporation | Assets of Frost Financial Services, Inc. | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/05/22 | 2022 | Relation Insurance, Inc. | Assets of BRK Insurance Group LLC | LA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 04/04/22 | 2022 | Hub International Limited | Chun-Ha Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 04/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | MS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/30/22 | 2022 | ALKEME Holdings Corporation | Snapp & Associates Insurance Services Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/25/22 | 2022 | NFP Corp. | Achilles & Associates | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/24/22 | 2022 | Higginbotham & Associates, Inc. | Insurance and Risk Managers Inc | MS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/24/22 | 2022 | The Hilb Group, LLC | Elias B. Cohen & Associates, L.L.C. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/23/22 | 2022 | Arthur J. Gallagher & Co. | Commercial Insurance Underwriters, Inc. | MO | Public Broker | Wholesale | P&C | |
| 03/21/22 | 2022 | Dai-ichi Life Holdings, Inc. | A.U.L. Corp. | CA | Insurance Company | Wholesale | P&C | |
| 03/17/22 | 2022 | Galway Insurance Holdings | New Energy Risk, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 03/15/22 | 2022 | Alaska USA Federal Credit Union | McAlister-Gray Insurance | AZ | Other Buyer | Retail | P&C | |
| 03/11/22 | 2022 | Hub International Limited | Assets of Midland Agency Insurance Corp. | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/10/22 | 2022 | Arthur J. Gallagher & Co. | Hawley & Associates, LLC | WA | Public Broker | MGA | P&C | |
| 03/10/22 | 2022 | Inszone Insurance Services, Inc. | TexStar Insurance Services, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/10/22 | 2022 | Integrity Marketing Group LLC | The Health Insurance Place | PA | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 03/09/22 | 2022 | Hub International Limited | Niedermeyer Risk Management, LLC | OR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/09/22 | 2022 | Premera Blue Cross | American Senior Resources, Inc. | WA | Insurance Company | Wholesale | EB & Consulting | |
| 03/08/22 | 2022 | BroadStreet Partners, Inc. | Book of business | NV | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/08/22 | 2022 | Hub International Limited | Pacific Northwest Insurance, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/08/22 | 2022 | Keystone Agency Investors LLC | Strategic Insurance Partners Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/07/22 | 2022 | Hub International Limited | Kuhl & Company Insurance | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/04/22 | 2022 | Hub International Limited | Western Assurance Corp. | NM | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/04/22 | 2022 | Keystone Agency Investors LLC | Assets of Mantz Miller Insurance Agency Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/03/22 | 2022 | Baldwin Risk Partners | Westwood Insurance Agency | CA | Public Broker | Retail | P&C | |
| 03/03/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | KS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | KS | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/01/22 | 2022 | Eastern Bankshares, Inc. | Assets of Michals Insurance Agency, Inc | MA | Bank or Thrift | Retail | P&C | |
| 03/01/22 | 2022 | Ensurise LLC | Hershberger Insurance Agency, Inc. | MD | Independent Agency/Broker | Retail | Multi Line | |
| 03/01/22 | 2022 | Hub International Limited | Insureon Holdings, LLC | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Inszone Insurance Services, Inc. | GM Lawrence Insurance Brokerage | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Integrity Marketing Group LLC | Resource Brokerage, LLC | IL | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Contractor Insurance Service of Texas | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Denison & Associates Insurance, LLC | MS | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Logic Underwriters, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Renea S. Rowland Insurance Agency Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Undisclosed Insurance Agency | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Zinc Insurance Agency | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/28/22 | 2022 | ALKEME Holdings Corporation | Erm Insurance Brokers, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/28/22 | 2022 | Brown & Brown, Inc. | Orchid Underwriters Agency, LLC/CrossCover Insurance Services | Public Broker | MGA | P&C | ||
| 02/23/22 | 2022 | High Street Insurance Partners, LLC | The Craft Agency, Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/17/22 | 2022 | Digital Insurance, Inc. | Bouchey & Clarke Benefits | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/16/22 | 2022 | A Max Auto Insurance | Sameday Insurance Services Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 02/16/22 | 2022 | Choice Insurance Agency LLC | Marley Insurance Inc. | IN | Independent Agency/Broker | Retail | Multi Line | |
| 02/16/22 | 2022 | Risk Strategies Company, LLC | Joyce, Jackman & Bell LLC/ Joyce Haggerty Bell Insurance Group LLC | PA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/15/22 | 2022 | Inszone Insurance Services, Inc. | Appling Insurance Agency | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/15/22 | 2022 | U.S. Risk Insurance Group, Inc. | McSweeny Agency, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 02/10/22 | 2022 | Antelope | Algo Technologies, Inc. | CA | Other Buyer | Retail | P&C | |
| 02/10/22 | 2022 | Integrity Marketing Group LLC | Senior Advisory Insurance Services | NY | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 02/10/22 | 2022 | Relation Insurance, Inc. | Assets of Sleeper Sewell Insurance Services, Inc | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/09/22 | 2022 | Inszone Insurance Services, Inc. | Keck Insurance Agency Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/09/22 | 2022 | XPT Group LLC | Insurance Brokers Incorporated | IN | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 02/08/22 | 2022 | Inszone Insurance Services, Inc. | RISCO Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/08/22 | 2022 | Integrity Marketing Group LLC | Global Premier Benefits, LLC | MD | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 02/08/22 | 2022 | NFP Corp. | East Coast Underwriters/Blue Ridge Captive Solutions PCC Inc. | SC | Independent Agency/Broker- Private Capital Backed | MGA | EB & Consulting | |
| 02/03/22 | 2022 | Hub International Limited | Assets of AVI Commercial Insurance Marekting, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/03/22 | 2022 | Integrated Specialty Coverages, LLC | Abacus | CA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 02/03/22 | 2022 | Oakbridge Insurance Agency LLC | Jenkins, Skipworth & Associates Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/02/22 | 2022 | Galway Insurance Holdings | Delta General Agency Corporation | TX | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 02/02/22 | 2022 | Keystone Agency Investors LLC | C & G Insurance Agency Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/01/22 | 2022 | ACNB Corporation | Business and Assets of Hockley & O'Donnell Insurance Agency, LLC | PA | Bank or Thrift | Retail | Multi Line | |
| 02/01/22 | 2022 | Acrisure, LLC | Enrollment Benefit Concepts, LLC | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/01/22 | 2022 | Digital Insurance, Inc. | Benefit Services Group | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/01/22 | 2022 | Risk Strategies Company, LLC | Innovative Risk Management, Inc. | TX | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 02/01/22 | 2022 | World Insurance Associates, LLC | Allied Partners Insurance, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/31/22 | 2022 | Texan Insurance | Ted Marek Insurance Agency, LP | TX | Independent Agency/Broker | Retail | P&C | Download |
| 01/26/22 | 2022 | Digital Insurance, Inc. | Steven Driss Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/26/22 | 2022 | Higginbotham & Associates, Inc. | J.M. Insurance Agency, Inc. | TN | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/25/22 | 2022 | Element Risk Management | W S Hoffman Insurance Agency | PA | Independent Agency/Broker | Retail | P&C | |
| 01/25/22 | 2022 | Element Risk Management | Stoneburner-Carter Insurance, Inc. | VA | Independent Agency/Broker | Retail | P&C | |
| 01/25/22 | 2022 | Element Risk Management | L&B Insurance & Financial Services | PA | Independent Agency/Broker | Retail | P&C | |
| 01/25/22 | 2022 | Integrity Marketing Group LLC | Lion Street, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 01/24/22 | 2022 | USI Holdings Corporation | D&H Risk Services Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/21/22 | 2022 | Digital Insurance, Inc. | Mid Atlantic Benefit Solutions/Integrated Benefit Concepts | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/20/22 | 2022 | Alera Group, Inc. | Heritage Risk Management | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/20/22 | 2022 | Relation Insurance, Inc. | Assets of Ginsberg Agency LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/18/22 | 2022 | Higginbotham & Associates, Inc. | The Underwriters Group, Inc | KY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/18/22 | 2022 | Inszone Insurance Services, Inc. | Mirae Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/14/22 | 2022 | Insurance King Agency, Inc. | Vic Bernardi Insurance Agency/The Insurance Center | IL | Independent Agency/Broker | Retail | P&C | |
| 01/14/22 | 2022 | Inszone Insurance Services, Inc. | Pacific Redwood Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/12/22 | 2022 | Association Member Benefits Advisors, Ltd. | Mercer's Associations business | MO | Independent Agency/Broker- Private Capital Backed | Wholesale | Multi Line | |
| 01/12/22 | 2022 | Western & Southern Mutual Holding Company | Fabric Technologies, Inc. | NY | Other Buyer | Retail | P&C | |
| 01/11/22 | 2022 | Lovell Minnick Holdings LLC | Warner Pacific | CA | Other Buyer | Wholesale | EB & Consulting | |
| 01/11/22 | 2022 | Risk Strategies Company, LLC | PMC Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 01/10/22 | 2022 | Highland Capital Brokerage, Inc. | Hallett Financial Group, Inc./Quotacy Inc. | MN | Independent Agency/Broker | Wholesale | P&C | |
| 01/06/22 | 2022 | AssuredPartners, Inc. | Fred C. Church | MA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/06/22 | 2022 | Hub International Limited | Raffa Financial Services, Inc. | MD | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/06/22 | 2022 | Swiss Re AG | TMS Re Inc. | MA | Other Buyer | MGA | EB & Consulting | |
| 01/05/22 | 2022 | Digital Insurance, Inc. | Davidow Financial & Insurance Services, Inc | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 01/05/22 | 2022 | Inszone Insurance Services, Inc. | Cabrera Insurance & Financial Services | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/05/22 | 2022 | Lovell Minnick Holdings LLC | Underwriters Safety & Claims, Inc. | KY | Other Buyer | MGA | Multi Line | |
| 01/04/22 | 2022 | Acrisure, LLC | Appalachian Underwriters, Inc. | TN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 01/04/22 | 2022 | Arthur J. Gallagher & Co. | Risk Transfer Insurance Agency, LLC | FL | Public Broker | MGA | Multi Line | |
| 01/04/22 | 2022 | Crest Insurance Group, LLC | Foster & Associates LLC | CO | Independent Agency/Broker | Retail | Multi Line | |
| 01/04/22 | 2022 | Galway Insurance Holdings | Oversea Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/04/22 | 2022 | NSM Insurance Group, Inc. | J.C. Taylor Insurance Group | PA | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 01/04/22 | 2022 | Renaissance Alliance Insurance Services, LLC | Agency Network Exchange, LLC | NJ | Other Buyer | Retail | Multi Line | |
| 01/04/22 | 2022 | Renaissance Alliance Insurance Services, LLC | United Valley Insurance Services, Inc. | CA | Other Buyer | Retail | Multi Line | |
| 01/04/22 | 2022 | Zurich American Insurance Co. | Special Insurance Services Inc. | TX | Insurance Company | MGA | P&C | |
| 01/03/22 | 2022 | Galway Insurance Holdings | International Assurance of Tennessee | TN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 01/03/22 | 2022 | MountainOne Bank | Pittsfield Agency Branch of Cross Insurance | MA | Bank or Thrift | Retail | Multi Line | |
| 01/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | CO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/22 | 2022 | Brown & Brown, Inc. | Substantially all of the assets of HARCO | TX | Public Broker | Retail | EB & Consulting | |
| 01/01/22 | 2022 | GreenState Credit Union | John E. Goodmann Disbursements Company, Inc. | IA | Bank or Thrift | Retail | Multi Line | |
| 01/01/22 | 2022 | Higginbotham & Associates, Inc. | Undisclosed Insurance Agency | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/22 | 2022 | Higginbotham & Associates, Inc. | Undisclosed Insurance Agency | AL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/22 | 2022 | Higginbotham & Associates, Inc. | Undisclosed Insurance Agency | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/22 | 2022 | The Hilb Group, LLC | Mark E. Malvaso Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/22 | 2022 | The Hilb Group, LLC | Mark Malvaso LLC | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Acentria Insurance | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 12/31/21 | 2021 | Acentria Insurance | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | Cornerstone Underwriting Partners, LLC | TN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | MRA Inspection Service LLC | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | Reliance Risk Solutions, LLC | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | MT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/21 | 2021 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C |
