Industry Transactions
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
<- 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 |
|---|---|---|---|---|---|---|---|---|
| 05/31/23 | 2023 | Inszone Insurance Services, Inc. | Starline Insurance Group | CA | Insurance Broker | Retail | P&C | Download |
| 05/31/23 | 2023 | Risk Strategies Company, LLC | Castle Rock Capacity LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 05/31/23 | 2023 | Risk Strategies Company, LLC | O'Brien McCarthy Associates, LLC | Independent Agency/Broker | Retail | P&C | ||
| 05/30/23 | 2023 | Arthur J. Gallagher & Co | Bernard Benefits | Private Capital | Download | |||
| 05/25/23 | 2023 | Inszone Insurance Services, Inc. | Citizens General Insurance Brokers, Inc | CA | Insurance Broker | Retail | Multi Line | Download |
| 05/24/23 | 2023 | ALKEME INC. | Lincoln Insurance | UT | Insurance Broker | Retail | P&C | Download |
| 05/24/23 | 2023 | Patriot Growth Insurance Services, LLC | The Dougherty Company, Inc. | CA | Insurance Broker | Retail | P&C | Download |
| 05/23/23 | 2023 | Arthur J. Gallagher & Co. | Insurance By Ken Brown, Inc. | FL | Insurance Broker | Retail | Multi Line | |
| 05/23/23 | 2023 | Inszone Insurance Services, Inc. | Specialty Contractors Insurance Services, Inc. | CA | Insurance Broker | Retail | P&C | Download |
| 05/23/23 | 2023 | Ryan Specialty Holdings, Inc. | Socius Insurance Services, Inc. | CA | Insurance Broker | Wholesale | P&C | Download |
| 05/18/23 | 2023 | AmeriLife Group, L.L.C. | Advance Planning Partners | KY | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 05/17/23 | 2023 | Ensurise LLC | Insurance brokerage operations of Wilmore | Independent Agency/Broker | Retail | P&C | Download | |
| 05/17/23 | 2023 | ALKEME INC. | Infinity Insurance Group LLC | ID | Insurance Broker | Retail | Multi Line | Download |
| 05/16/23 | 2023 | Integrity Marketing Group, LLC | The Insurance Superstore Inc. | CO | Insurance Broker | Wholesale | EB & Consulting | Download |
| 05/16/23 | 2023 | Jab Holding Company S.à.R.L. | Pumpkin Insurance Services Inc. | NY | MGA | P&C | Download | |
| 05/15/23 | 2023 | High Street Insurance Partners, Inc. | Curley Associates | ME | Insurance Broker | Retail | P&C | Download |
| 05/15/23 | 2023 | High Street Insurance Partners, Inc. | The Yorke Agency, Inc. | PA | Insurance Broker | Retail | Multi Line | Download |
| 05/15/23 | 2023 | Risk Placement Services, Inc. | RHP General Agency, Inc. | TX | Insurance Broker | MGA | P&C | Download |
| 05/15/23 | 2023 | RSC Insurance Brokerage, Inc. | Combined Underwriters Of Miami, Inc. | FL | Insurance Broker | Retail | Multi Line | Download |
| 05/10/23 | 2023 | Patriot Growth Insurance Services, LLC | Sherrill & Company | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/10/23 | 2023 | Alera Group, Inc. | Sheridan Insurance Group, LLC | TX | Insurance Broker | Retail | P&C | Download |
| 05/09/23 | 2023 | Confie Seguros, Inc. | Estrella Insurance Company | FL | Insurance Broker | Retail | P&C | Download |
| 05/08/23 | 2023 | Alliant Insurance Services, Inc. | Mcanally Wilkins Inc. | TX | Insurance Broker | Retail | P&C | Download |
| 05/08/23 | 2023 | Brown & Brown, Inc. | Brownlee Agency, Inc. | GA | Insurance Broker | Retail | P&C | Download |
| 05/08/23 | 2023 | Hub International Limited | Assets of Red Rock Financial, Inc. | Insurance Broker | Retail | Multi Line | ||
| 05/05/23 | 2023 | Maury Donnelly & Parr, Inc. | Canusa Insurance Services LLC | FL | Independent Agency/Broker | Retail | P&C | Download |
| 05/05/23 | 2023 | Maury Donnelly & Parr, Inc. | Canusa Insurance Services LLC | FL | Insurance Broker | Retail | P&C | Download |
| 05/04/23 | 2023 | Arthur J. Gallagher & Co. | Leavitt Insurance Services of Los Angeles | CA | Insurance Broker | Retail | P&C | Download |
| 05/03/23 | 2023 | Oakbridge Insurance Agency LLC | Swoope Insurance | MS | Independent Agency/Broker | Retail | P&C | Download |
| 05/03/23 | 2023 | IMA Financial Group, Inc. | ECM Solutions, LLC | NC | Insurance Broker | Retail | Multi Line | Download |
| 05/03/23 | 2023 | Simplicity Financial Marketing Holdings, Inc. | Goheen Companies | TX | Retail | EB & Consulting | Download | |
| 05/02/23 | 2023 | American Financial Group, Inc. | Crop Risk Services, Inc. | IL | Insurance Underwriter | MGA | P&C | Download |
| 05/02/23 | 2023 | Borisoff Insurance Services, Inc. | Business of Commonwealth Underwriters, Ltd. | Insurance Broker | MGA | P&C | Download | |
| 05/02/23 | 2023 | Griffin Insurance Agency, Inc. | Simmons Insurance Agency, Inc. | NC | Insurance Broker | Retail | Multi Line | Download |
| 05/02/23 | 2023 | Heffernan Insurance Brokers, Inc. | Stitz & Associates, Inc. | MO | Insurance Broker | Retail | EB & Consulting | Download |
| 05/02/23 | 2023 | HUB International Los Angeles | Assets Of The Wooditch Company Insurance Services Inc. | CA | Insurance Broker | Retail | P&C | Download |
| 05/02/23 | 2023 | Integrity Marketing Group, LLC | Consolidated Marketing Group, PC | TN | Insurance Broker | Wholesale | EB & Consulting | Download |
| 05/02/23 | 2023 | RSC Insurance Brokerage, Inc. | International Insurance Brokers, Ltd. | OK | Insurance Broker | Retail | Multi Line | Download |
| 05/01/23 | 2023 | Cross Insurance | Assets of Daly Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 05/01/23 | 2023 | Accretive Insurance Solutions, Inc. | Manquen Vance | MI | Retail | EB & Consulting | ||
| 05/01/23 | 2023 | BroadStreet Partners, Inc. | Book of Business | GA | Insurance Broker | Retail | P&C | |
| 05/01/23 | 2023 | BroadStreet Partners, Inc. | Certain insurance assets | CO | Insurance Broker | Retail | P&C | |
| 05/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | TN | Insurance Broker | Retail | P&C | |
| 05/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | SD | Insurance Broker | Retail | EB & Consulting | |
| 05/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | IN | Insurance Broker | Retail | P&C | |
| 05/01/23 | 2023 | Charlesbank Capital Partners, LLC | B. R. Alexander & Co. Inc. | MA | Insurance Broker | Retail | P&C | Download |
| 05/01/23 | 2023 | Charlesbank Capital Partners, LLC | Bryant Asset Protection, Inc. | NY | Insurance Broker | Retail | Multi Line | Download |
| 05/01/23 | 2023 | Charlesbank Capital Partners, LLC | Mogil Organization, LLC | NY | Insurance Broker | Retail | Multi Line | Download |
| 05/01/23 | 2023 | Choice Insurance Agency LLC | Jeff D. Hackmeier & Associates INC. | Independent Agency/Broker | Retail | EB & Consulting | ||
| 05/01/23 | 2023 | G&G Independent Insurance | Robbins Insurance Group, LLC | MO | Insurance Broker | Retail | P&C | Download |
| 05/01/23 | 2023 | Heffernan Insurance Brokers | Barbary Insurance Brokerage | Independent Agency/Broker | Retail | P&C | Download | |
| 05/01/23 | 2023 | Hylant Group, Inc. | Aegis Insurance Services, Inc. | GA | Insurance Broker | Retail | P&C | Download |
| 05/01/23 | 2023 | Inszone Insurance Services, Inc. | Quail Ridge Insurance Services | Independent Agency/Broker | Retail | Multi Line | Download | |
| 05/01/23 | 2023 | Inszone Insurance Services, Inc. | Titan global insurance brokerage Inc. | Independent Agency/Broker | Retail | P&C | ||
| 05/01/23 | 2023 | Onegroup NY, Inc. | Certain Assets Of Hyde Park Insurance Services, Inc. | Insurance Broker | Retail | P&C | ||
| 05/01/23 | 2023 | Risk Strategies Company, LLC | Hooper Hayes & Rogan Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 05/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Agency | Independent Agency/Broker | Retail | EB & Consulting | ||
| 05/01/23 | 2023 | The McGowan Companies | Certain assets of Conway | Independent Agency/Broker | MGA | Multi Line | Download | |
| 05/01/23 | 2023 | The McGowan Companies | Clipeum Group | Independent Agency/Broker | MGA | Multi Line | Download | |
| 04/30/23 | 2023 | Conrade Insurance Group, Inc. | Boston Insurance Brokers LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 04/26/23 | 2023 | Kelso & Company, L.P. | Johnson Insurance Services, LLC | WI | Not Classified | Retail | Multi Line | Download |
| 04/25/23 | 2023 | Oakbridge Insurance Agency LLC | Wes Sullivan Insurance | AR | Independent Agency/Broker | Retail | P&C | Download |
| 04/25/23 | 2023 | Integrity Marketing Group LLC | Sellyei & Rundle | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 04/25/23 | 2023 | Zinnia, LLC | Policygenius Inc. | NY | Financial Technology | Retail | Multi Line | |
| 04/24/23 | 2023 | Goosehead Insurance, Inc | Vivint Insurance Agency’s Current Book Of Business | Insurance Broker | Retail | P&C | ||
| 04/24/23 | 2023 | Kelso & Company, L.P. | JW Bond Consultants, Inc. | PA | Not Classified | MGA | P&C | Download |
| 04/24/23 | 2023 | NFP Corp. | Diversified Brokerage Services | Wholesale | EB & Consulting | |||
| 04/24/23 | 2023 | Risk Strategies Company, LLC | Bryant Surety Bonds, Inc. | MGA | P&C | Download | ||
| 04/24/23 | 2023 | Risk Strategies Company, LLC | Lance Surety Bonds Associates, Inc. | MGA | P&C | Download | ||
| 04/20/23 | 2023 | Inshur Inc. | American Business Insurance Services, Inc. | CA | Insurance Underwriter | Retail | P&C | Download |
| 04/19/23 | 2023 | Hub International Limited | Brady Risk Management, Inc. | MGA | P&C | Download | ||
| 04/19/23 | 2023 | Simplicity Group Holdings, Inc. | Commonwealth Capital Brokerage | Wholesale | EB & Consulting | Download | ||
| 04/13/23 | 2023 | OneDigital Health and Benefits | Sequoyah Group | TN | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 04/13/23 | 2023 | Alera Group, Inc. | iPros Insurance Professionals | CA | Insurance Broker | Retail | EB & Consulting | Download |
| 04/13/23 | 2023 | Hub International Limited | Assets of Weiss-Schantz Agency | PA | Insurance Broker | Retail | P&C | Download |
| 04/13/23 | 2023 | Inszone Insurance Services, Inc. | Champions Insurance Group | TX | Insurance Broker | Retail | Multi Line | Download |
| 04/12/23 | 2023 | ABRY Partners, LLC | Milestone Risk Management | CA | Retail | Multi Line | Download | |
| 04/12/23 | 2023 | Lifeley, LLC | Certainty Financial Group | CA | Insurance Broker | Wholesale | EB & Consulting | Download |
| 04/11/23 | 2023 | Oakbridge Insurance Agency LLC | Hunnicut Insurance Agency | FL | Independent Agency/Broker | Retail | P&C | Download |
| 04/11/23 | 2023 | Fairfield County Bank | Antalek & Moore Insurance Agency, LLC | NY | Savings Bank/Thrift/Mutual | Retail | P&C | Download |
| 04/11/23 | 2023 | Inszone Insurance Services, Inc. | Hahn & Associates Inc. | CO | Insurance Broker | Retail | P&C | Download |
| 04/11/23 | 2023 | Integrity Marketing Group, LLC | MediSource | AR | Insurance Broker | Wholesale | EB & Consulting | Download |
| 04/10/23 | 2023 | Arthur J. Gallagher & Co. | Boley Featherston Insurance | TX | Insurance Broker | Retail | Multi Line | Download |
| 04/07/23 | 2023 | NFP Corp. | Presidio Financial Services Corp. | CA | Insurance Broker | Retail | P&C | Download |
| 04/06/23 | 2023 | Hub International Limited | Assets Of DeFranco Insurance, Inc. | WA | Insurance Broker | Retail | P&C | Download |
| 04/06/23 | 2023 | Keystone Agency Partners LLC | K&B Financial Inc. | IL | Insurance Broker | MGA | EB & Consulting | |
| 04/05/23 | 2023 | Hub International Limited | Cherokee Capital Inc. | MT | Insurance Broker | Retail | Multi Line | Download |
| 04/05/23 | 2023 | Senior Market Sales, Inc. | Sizeland Medicare Strategies | Insurance Broker | Wholesale | EB & Consulting | Download | |
| 04/04/23 | 2023 | Arthur J. Gallagher & Co. | Quality First Insurance, LLC | NE | Insurance Broker | Retail | EB & Consulting | |
| 04/04/23 | 2023 | Hub International Limited | Assets of Horizon Agency, Inc. | MN | Insurance Broker | Retail | Multi Line | Download |
| 04/04/23 | 2023 | Hub International Limited | Squaremouth | MGA | P&C | Download | ||
| 04/04/23 | 2023 | Kelso & Company, L.P. | May, Bonee & Clark Insurance | CT | Not Classified | Retail | Multi Line | Download |
| 04/04/23 | 2023 | Oklahoma General Agency Inc | Jaeger + Haines, Inc. | AR | Insurance Broker | Wholesale | P&C | Download |
| 04/04/23 | 2023 | Patriot Growth Insurance Services, LLC | John Petschauer, Inc. | NY | Insurance Broker | Retail | Multi Line | Download |
| 04/03/23 | 2023 | Arch Capital Group Ltd. | Verifly Insurance Services, Inc. | NY | Insurance Underwriter | MGA | P&C | |
| 04/03/23 | 2023 | Investor Group | CrossCover Insurance Services, LLC | TX | Not Classified | MGA | P&C | Download |
| 04/03/23 | 2023 | Keystone Agency Partners LLC | Assets of Dennis Machor Insurance Agency, Inc. | Insurance Broker | Retail | Multi Line | ||
| 04/03/23 | 2023 | Keystone Agency Partners LLC | Assets of Harbour Risk Management LLC | Insurance Broker | Retail | P&C | ||
| 04/03/23 | 2023 | Keystone Agency Partners LLC | Certain Assets of AJB Group, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 04/03/23 | 2023 | Keystone Agency Partners LLC | Membership Interest of Roland, Abbott, & Dezoort Insurance Agency, LLC | GA | Insurance Broker | Retail | Multi Line | Download |
| 04/03/23 | 2023 | Oakbridge Insurance Agency LLC | Wilson Insurance Agency | GA | Insurance Broker | Retail | Multi Line | Download |
| 04/01/23 | 2023 | Duffy Insurance Agency, Inc. | Boyd-Neelon | MA | Independent Agency/Broker | Retail | P&C | Download |
| 04/01/23 | 2023 | Alliant Insurance Services, Inc. | Windmark Insurance Agency, Inc | TX | Insurance Broker | Retail | P&C | Download |
| 04/01/23 | 2023 | Heffernan Insurance Brokers | Maffei Insurance & Financial Services | Independent Agency/Broker | Retail | P&C | Download | |
| 04/01/23 | 2023 | The Carlyle Group Inc. | Commercial and Personal Lines Property and Casualty (P&C) Business | Asset Manager | Retail | P&C | ||
| 04/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 04/01/23 | 2023 | The Phanco Group | Bob Warner Insurance Agency, Inc. | CA | Insurance Broker | Retail | P&C | Download |
| 04/01/23 | 2023 | TWFG Insurance Services, Inc. | Ralph E. Wade Insurance Agency Inc. | OH | Insurance Broker | Retail | Multi Line | Download |
| 04/01/23 | 2023 | World Insurance Associates LLC | Business of Rubicon Benefits LLC | Insurance Broker | Retail | EB & Consulting | Download | |
| 04/01/23 | 2023 | World Insurance Associates LLC | Morris Insurance Group, Inc. | MI | Insurance Broker | Retail | P&C | Download |
| 03/31/23 | 2023 | Bregal Sagemount | Neptune Flood Inc | MGA | P&C | Download | ||
| 03/31/23 | 2023 | DOXA Insurance Holdings LLC | Preferred Aviation Underwriters | MGA | P&C | Download | ||
| 03/31/23 | 2023 | King Insurance Agency, Inc. | Gene Hallmark Insurance | Independent Agency/Broker | Retail | Multi Line | ||
| 03/31/23 | 2023 | White Mountains Insurance Group, Ltd. | DOXA Insurance Holdings LLC | Wholesale | P&C | Download | ||
| 03/29/23 | 2023 | Sproutt | The Reder Agency | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 03/27/23 | 2023 | Alliant Insurance Services | O'Neill Marketing | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 03/23/23 | 2023 | Warner Pacific Insurance Services, Inc. | The Agents Marketing Group, Inc. | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 03/22/23 | 2023 | Simplicity Group Holdings, Inc. | Truluma, Inc. | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 03/21/23 | 2023 | AmeriLife Group, L.L.C. | Axis Medicare Advisors | KY | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 03/20/23 | 2023 | NSM Insurance Group, Inc. | Insurance businesses of ELMC | Independent Agency/Broker | MGA | P&C | Download | |
| 03/14/23 | 2023 | Where Relationships Matter Group, LLC | Flowers Insurance Agency, LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/08/23 | 2023 | Integrity Marketing Group LLC | Senior Solutions & Services | VA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 03/08/23 | 2023 | Burns & Wilcox Ltd. | McIntyre & Associates, Inc. | Independent Agency/Broker | MGA | P&C | Download | |
| 03/08/23 | 2023 | High Street Insurance Partners, LLC | Stratton Insurance Services, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/08/23 | 2023 | Kohlberg & Company, LLC | The Paragon Alliance Group, LLC | Other Buyer | Retail | P&C | ||
| 03/07/23 | 2023 | NSI Insurance Group | Insure-link, Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 03/06/23 | 2023 | Hub International Limited | Assets of Glacier Insurance of Libby, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/03/23 | 2023 | Keystone Agency Investors LLC | Walton Insurance Group | Independent Agency/Broker | Retail | Multi Line | ||
| 03/02/23 | 2023 | Hub International Limited | Assets Of Dwight W. Andrus Insurance Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/01/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 03/01/23 | 2023 | Alera Group, Inc. | Capstone Insurance Services, LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/01/23 | 2023 | Alera Group, Inc. | Wilson, Washburn & Forster, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 03/01/23 | 2023 | Arthur J. Gallagher & Co. | ABBM Company, LLC | Public Broker | Retail | Multi Line | Download | |
| 03/01/23 | 2023 | Choice Financial Group | SIA Insurance Services | Independent Agency/Broker | Retail | Multi Line | ||
| 03/01/23 | 2023 | Peter C. Foy & Associates Insurance Services, LLC | Althans Insurance Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 03/01/23 | 2023 | Risk Strategies Company, LLC | Hollandstivers & Associates, LLC | Independent Agency/Broker | Retail | Multi Line | ||
| 03/01/23 | 2023 | World Insurance Associates, LLC | Business of Hadley & Lyden, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 03/01/23 | 2023 | World Insurance Associates, LLC | Business of Henri D. Kahn Insurance Service, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 03/01/23 | 2023 | World Insurance Associates, LLC | Landscape Contractors Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 02/28/23 | 2023 | The Hilb Group, LLC | Soteria Partners, LLC | NJ | Independent Agency/Broker | Retail | EB & Consulting | |
| 02/28/23 | 2023 | Risk Strategies Company, LLC | Manchester Specialty Programs | Independent Agency/Broker | MGA | P&C | Download | |
| 02/27/23 | 2023 | AssuredPartners, Inc. | IFS Benefits, LLC | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 02/27/23 | 2023 | AssuredPartners, Inc. | IFS Benefits, LLC | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 02/23/23 | 2023 | Leavitt Group Enterprises, Inc. | Alta Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 02/23/23 | 2023 | Marsh & McLennan Companies, Inc. | All Star Insurance | TX | Public Broker | Retail | P&C | |
| 02/23/23 | 2023 | ALKEME Holdings Corporation | ACW Group, LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 02/23/23 | 2023 | Roosevelt Road Capital Partners | Tradesman Program Managers | Other Buyer | MGA | P&C | ||
| 02/23/23 | 2023 | Roosevelt Road Capital Partners | Tradesman Program Managers | Other Buyer | MGA | P&C | ||
| 02/22/23 | 2023 | Crum & Forster Enterprise | Partners Managing General Underwriters | Insurance Company | MGA | EB & Consulting | Download | |
| 02/22/23 | 2023 | Crum & Forster Enterprise | Partners Managing General Underwriters | Insurance Company | MGA | EB & Consulting | ||
| 02/22/23 | 2023 | Risk Strategies Company, LLC | Executive Benefits Group | Independent Agency/Broker | Wholesale | EB & Consulting | ||
| 02/22/23 | 2023 | Risk Strategies Company, LLC | Executive Benefits Group | Independent Agency/Broker | Wholesale | EB & Consulting | ||
| 02/21/23 | 2023 | Wallace, Welch & Willingham, Inc. | White Hoskins Cook Insurance Agency | FL | Independent Agency/Broker | Retail | P&C | Download |
| 02/16/23 | 2023 | AssuredPartners, Inc. | J. Ryan Bonding, Inc. | Independent Agency/Broker | MGA | P&C | Download | |
| 02/16/23 | 2023 | AssuredPartners, Inc. | J. Ryan Bonding, Inc. | Independent Agency/Broker | MGA | P&C | Download | |
| 02/16/23 | 2023 | GTE Federal Credit Union | Blue Star Insurance Group Inc. | Other Buyer | Retail | Multi Line | Download | |
| 02/16/23 | 2023 | GTE Federal Credit Union | Blue Star Insurance Group Inc. | Other Buyer | Retail | Multi Line | Download | |
| 02/16/23 | 2023 | Inszone Insurance Services, Inc. | Chao Pacific Insurance Brokers | Independent Agency/Broker | Retail | P&C | Download | |
| 02/16/23 | 2023 | Inszone Insurance Services, Inc. | Chao Pacific Insurance Brokers | Independent Agency/Broker | Retail | P&C | ||
| 02/16/23 | 2023 | Investor group | Truist Insurance Holdings, Inc. | Other Buyer | MGA | Multi Line | ||
| 02/16/23 | 2023 | Stone Point Capital LLC | Truist Insurance Holdings, Inc. | Other Buyer | MGA | Multi Line | Download | |
| 02/15/23 | 2023 | Simplicity Group Holdings, Inc. | The Leaders Group, Inc. | Independent Agency/Broker | Wholesale | EB & Consulting | ||
| 02/15/23 | 2023 | Simplicity Group Holdings, Inc. | The Leaders Group, Inc. | Independent Agency/Broker | Wholesale | EB & Consulting | ||
| 02/13/23 | 2023 | U.S. Risk Insurance Group, Inc. | Gumtree Wholesale Insurance Brokers | MS | Independent Agency/Broker | Wholesale | P&C | Download |
| 02/13/23 | 2023 | Risk Strategies Company, LLC | Bullen Insurance Group | Independent Agency/Broker | Retail | P&C | Download | |
| 02/13/23 | 2023 | Risk Strategies Company, LLC | Bullen Insurance Group | Independent Agency/Broker | Retail | P&C | Download | |
| 02/11/23 | 2023 | The Liberty Company Insurance Brokers, LLC | Mike Dyer Agency | Independent Agency/Broker | Retail | Multi Line | Download | |
| 02/09/23 | 2023 | AccuRisk Solutions LLC | Matrix Group Benefits | Independent Agency/Broker | MGA | Multi Line | Download | |
| 02/07/23 | 2023 | AssuredPartners, Inc. | Lakeside Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 02/07/23 | 2023 | AssuredPartners, Inc. | Lakeside Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 02/01/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 02/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Agency | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 02/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 02/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 02/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | Multi Line | ||
| 02/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | Multi Line | ||
| 02/01/23 | 2023 | Foundation Risk Partners, Corp. | MSG Personal Lines Agency LLC | Independent Agency/Broker | Retail | P&C | ||
| 02/01/23 | 2023 | Keystone Agency Investors LLC | Bill & Sheila Gaylor Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 02/01/23 | 2023 | Peter C. Foy & Associates Insurance Services, LLC | Oak Point Risk Advisors | Independent Agency/Broker | Retail | Multi Line | Download | |
| 02/01/23 | 2023 | Peter C. Foy & Associates Insurance Services, LLC | Oak Point Risk Advisors | Independent Agency/Broker | Retail | Multi Line | Download | |
| 02/01/23 | 2023 | Risk Strategies Company, LLC | The Insurance Center Of North Jersey, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 02/01/23 | 2023 | The Hilb Group, LLC | Mpart Benefits, Inc. | Independent Agency/Broker | Retail | EB & Consulting | ||
| 02/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | EB & Consulting | ||
| 02/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | EB & Consulting | ||
| 02/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/01/23 | 2023 | The Liberty Company Insurance Brokers, LLC | Massabni Insurance & Financial, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 02/01/23 | 2023 | The Liberty Company Insurance Brokers, LLC | Massabni Insurance & Financial, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 02/01/23 | 2023 | The Liberty Company Insurance Brokers, LLC | Ray & Ray Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 02/01/23 | 2023 | The Liberty Company Insurance Brokers, LLC | Ray & Ray Insurance Services, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 01/31/23 | 2023 | LP Insurance Services, Inc. | DLR Insurance Solutions | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/31/23 | 2023 | Conrade Insurance Group, Inc. | The Hawkins Group, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 01/30/23 | 2023 | AmWINS Group | Business Risk Partners | Independent Agency/Broker | MGA | P&C | Download | |
| 01/30/23 | 2023 | AmWINS Group | Business Risk Partners | Independent Agency/Broker | MGA | P&C | Download | |
| 01/30/23 | 2023 | High Street Insurance Partners, LLC | Davis Insurance Agency, LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 01/30/23 | 2023 | High Street Insurance Partners, LLC | Michael Pigott Agency, LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 01/26/23 | 2023 | Inszone Insurance Services, Inc. | Austin Insurance | Independent Agency/Broker | Retail | P&C | Download | |
| 01/26/23 | 2023 | Inszone Insurance Services, Inc. | Austin Insurance | Independent Agency/Broker | Retail | P&C | Download |
