Industry Transactions
Industry Transaction Details (as of February 28, 2025)
| Who’s Buying | |
|---|---|
| Insurance Brokerage | 785 |
| Insurance Carrier and Other | 18 |
| Banks and Thrifts | 7 |
| What’s Being Bought | |
|---|---|
| Full Service | 171 |
| P&C | 476 |
| Employee Benefits | 164 |
| Retail vs. Specialty | |
|---|---|
| Retail | 699 |
| Specialty | 112 |
All transactions listed are announced deals involving public companies, private equity backed brokers, private companies, banks, InsurTech companies (2017-2018 only) as well as others including private equity groups, underwriters, specialty lenders, etc. All targets are U.S. only. This data displays a snapshot at a particular point in time and has not been updated to reflect subsequent changes in prior years, if any. MarshBerry estimates that only 50 – 60% of all transactions are actually made public. Past performance is not necessarily indicative of future results. Data reported YTD as of 2/28/2025
Source: S&P Global Market Intelligence, Insurance Journal, and other publicly available sources
<- If necessary, scroll to view table info ->
| Announced Date | Deal Year | Buyer | Seller | Seller Location | Buyer Type | Seller Type | Seller Line of Business | Press Release |
|---|---|---|---|---|---|---|---|---|
| 06/07/12 | 2012 | Arthur J. Gallagher & Co. | Broker Benefit Services, L.L.C. | MO | Public Broker | Retail | EB & Consulting | |
| 06/06/12 | 2012 | Arthur J. Gallagher & Co. | Grossman & Associates, Inc. | OH | Public Broker | Retail | EB & Consulting | |
| 06/06/12 | 2012 | Stahlka Agency, Inc. | Historic Square Agency’s New York office | NY | Independent Agency/Broker | Retail | Multi Line | |
| 06/05/12 | 2012 | Alan J. Kaufman Revocable Living Trust | W.C. Mills Insurance, Inc | UT | Independent Agency/Broker | Wholesale | P&C | |
| 06/05/12 | 2012 | Oswald Companies | Union Insurance Group | OH | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/04/12 | 2012 | Starkweather & Shepley Insurance Brokerage, Inc. | Fradette/Carlson Insurance Agency | CT | Independent Agency/Broker | Retail | Multi Line | |
| 06/01/12 | 2012 | Capacity Group, Inc. | Protector Insurance Agency, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 06/01/12 | 2012 | Doctors First, Inc, | MGIS Property & Casualty Insurance's east business unit | Independent Agency/Broker | Retail | P&C | ||
| 06/01/12 | 2012 | LifeStore Financial Group (MHC) | Parkway Custom Insurance Associates Inc. | NC | Bank or Thrift | Retail | P&C | |
| 06/01/12 | 2012 | Oakes-Fisher Insurance | Civille Insurance Agency, Inc. | MI | Independent Agency/Broker | Retail | P&C | |
| 06/01/12 | 2012 | PNC Financial Services Group, Inc. | Stine Davis of Maryland Inc. | MD | Bank or Thrift | Retail | P&C | |
| 05/31/12 | 2012 | USI Holdings Corporation | Impact Benefit Management Services, LLC | GA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/22/12 | 2012 | Arthur J. Gallagher & Co. | Professional Claims Managers, Inc. | TX | Public Broker | Retail | P&C | |
| 05/21/12 | 2012 | AssuredPartners, Inc. | First Carolina Risk Management Advisors | SC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 05/17/12 | 2012 | Brown & Brown, Inc. | Insurcorp | NV | Public Broker | Retail | Multi Line | |
| 05/16/12 | 2012 | Excellere Partners | Endeavor General Agency, LLC | TX | Other Buyer | Wholesale | P&C | |
| 05/11/12 | 2012 | Towers Watson & Co. | Extend Health, Inc. | CA | Other Buyer | Retail | EB & Consulting | |
| 05/10/12 | 2012 | Arthur J. Gallagher & Co. | VEBA Service Group, LLC | WA | Public Broker | Retail | EB & Consulting | |
| 05/10/12 | 2012 | AssuredPartners, Inc. | Benefit Concepts of Indiana Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/10/12 | 2012 | Brown & Brown, Inc. | Richard W. Endlar Insurance Agency, Inc | MA | Public Broker | Retail | P&C | |
| 05/10/12 | 2012 | Undisclosed buyer | Northern California agency assets | CA | Other Buyer | Retail | EB & Consulting | |
| 05/09/12 | 2012 | Confie Seguros Insurance Services | Chapman Agency Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/09/12 | 2012 | Confie Seguros Insurance Services | Coppola Insurance Agency | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/09/12 | 2012 | Confie Seguros Insurance Services | Daley Insurance Agency Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/09/12 | 2012 | Confie Seguros Insurance Services | Palmetto Insurance | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/09/12 | 2012 | Confie Seguros Insurance Services | Speedlane Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/09/12 | 2012 | Confie Seguros Insurance Services | Survival Insurance Brokerage, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/09/12 | 2012 | Higginbotham & Associates, Inc. | BenefitSpecialists L.P. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/09/12 | 2012 | USI Holdings Corporation | Hylant Specialty Programs | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/07/12 | 2012 | Capacity Group, Inc. | Dewitt Stern Imperatore Ltd. (assets) | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/03/12 | 2012 | AmeriLife Group, L.L.C. | Vertical Vision Financial Marketing,LLC | GA | Other Buyer | Retail | EB & Consulting | |
| 05/03/12 | 2012 | AssuredPartners, Inc. | Insurance Systems, Inc./Insurance Systems of West Virginia, Inc. | WV | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 05/01/12 | 2012 | AssuredPartners, Inc. | Morehead Insurance | KY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 05/01/12 | 2012 | Hub International Limited | Association Benefits Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/30/12 | 2012 | Arthur J. Gallagher & Co. | Schiff, Kreidler-Shell Insurance and Risk Services | OH | Public Broker | Retail | Multi Line | |
| 04/30/12 | 2012 | Hub International Limited | Knauff Insurance Agency Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 04/30/12 | 2012 | Knauff Insurance Agency, Inc. | Book of business | NC | Independent Agency/Broker | Retail | Multi Line | |
| 04/30/12 | 2012 | The McGowan Companies | Allied Insurance Brokers, Inc. | MD | Independent Agency/Broker | Wholesale | P&C | |
| 04/27/12 | 2012 | LifeStore Financial Group (MHC) | James Epps Agency | NC | Bank or Thrift | Retail | P&C | |
| 04/17/12 | 2012 | New Mountain Capital, LLC | AmWINS Group, Inc. | NC | Other Buyer | Wholesale | P&C | |
| 04/16/12 | 2012 | AssuredPartners, Inc. | Matrix Benefits and Consulting Group | IN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/13/12 | 2012 | USI Holdings Corporation | BBVA Compass Insurance Agency, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 04/12/12 | 2012 | Brown & Brown, Inc. | John D. Moten, Inc. | PA | Public Broker | Retail | P&C | |
| 04/10/12 | 2012 | Arthur J. Gallagher & Co. | Besselman & Little Agency, LLC | LA | Public Broker | Retail | EB & Consulting | |
| 04/05/12 | 2012 | Worldwide Facilities, Inc. | Privett Special Risk Services, LLC | NY | Independent Agency/Broker | Wholesale | P&C | |
| 04/03/12 | 2012 | Brown & Brown, Inc. | D. Bezona & Company Insurance Services, Inc. | CA | Public Broker | Retail | EB & Consulting | |
| 04/03/12 | 2012 | Red Ventures | HomeInsurance.com | NC | Other Buyer | Retail | P&C | |
| 04/03/12 | 2012 | Ryan Specialty Group, LLC | WKF&C Agency, Inc | NY | Independent Agency/Broker | Wholesale | P&C | |
| 04/02/12 | 2012 | Foundation Financial Group, LLC | Assured Insurance Services, Inc. | CA | Other Buyer | Retail | P&C | |
| 04/02/12 | 2012 | Hub International Limited | Signature Insurance Group, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/02/12 | 2012 | Marsh & McLennan Companies, Inc. | Cosmos Services (America) Inc | NY | Public Broker | Retail | Multi Line | |
| 04/02/12 | 2012 | NFP Corp. | Ameribonds Surety & Insurance Services | IL | Public Broker | Retail | P&C | |
| 04/02/12 | 2012 | NFP Corp. | Nemco Group, LLC | NY | Public Broker | Retail | EB & Consulting | |
| 04/01/12 | 2012 | Pioneer Heritage Insurance, LLC | Willmar Agency, Inc. | MN | Independent Agency/Broker | Retail | P&C | |
| 03/31/12 | 2012 | CBIZ, Inc. | Strategic Employee Benefit Services of Illinois, Inc. | IL | Public Broker | Retail | EB & Consulting | |
| 03/31/12 | 2012 | Undisclosed buyer | Neighborhood Group Inc. | PA | Other Buyer | Retail | P&C | |
| 03/27/12 | 2012 | AssuredPartners, Inc. | Arison Insurance Services, Inc. | KY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/27/12 | 2012 | Bollinger, Inc. | Creative Agency Group | NJ | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 03/27/12 | 2012 | Drayton Bancor, Inc. | Certain operaions of Citizens Insurance Agency, Inc. | ND | Bank or Thrift | Retail | P&C | |
| 03/26/12 | 2012 | K2 Insurance Services, LLC | Midwestern Insurance Alliance, Inc. | KY | Independent Agency/Broker | Wholesale | P&C | |
| 03/22/12 | 2012 | Louisiana Agency Partners | The Kirksey Agency | LA | Independent Agency/Broker | Retail | P&C | |
| 03/20/12 | 2012 | Farm Credit Services of America, ACA | Len Clark Crop Insurance Agency | IA | Other Buyer | Retail | P&C | |
| 03/19/12 | 2012 | Poms & Associates Insurance Brokers, Inc. | Nathan Stone Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 03/16/12 | 2012 | Anderson-Frazier Insurance Agency of Hope Inc | Greening Ellis Insurance Agency | AR | Independent Agency/Broker | Retail | Multi Line | |
| 03/14/12 | 2012 | Bell-Anderson Agency, Inc. | Michael J. Girias | WA | Independent Agency/Broker | Retail | Multi Line | |
| 03/14/12 | 2012 | Stephens Inc. | Hoffman-Henry Insurance Corporation | AR | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/13/12 | 2012 | Arthur J. Gallagher & Co. | Human Resource Management Systems, LLC | IL | Public Broker | Retail | EB & Consulting | |
| 03/13/12 | 2012 | Confie Seguros Insurance Services | Power Auto Insurance Sales, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/13/12 | 2012 | Marsh & McLennan Companies, Inc. | KSPH LLC | VA | Public Broker | Retail | EB & Consulting | |
| 03/09/12 | 2012 | TrueNorth Companies LLC | Frank W. Berlin & Associates LLC | IA | Independent Agency/Broker | Retail | EB & Consulting | |
| 03/08/12 | 2012 | Arthur J. Gallagher & Co. | Wischmeyer Benefit Partners | TX | Public Broker | Retail | EB & Consulting | |
| 03/01/12 | 2012 | Moody Insurance Agency, Inc. | IRG Underwriters, LLC. (book of business) | CO | Independent Agency/Broker | Retail | P&C | |
| 02/29/12 | 2012 | Private Investor - Barry Sher | Stewart Insurance Service, Inc. | CA | Other Buyer | Retail | P&C | |
| 02/22/12 | 2012 | Brown & Brown, Inc. | Kane Partners, Inc. | NY | Public Broker | Retail | EB & Consulting | |
| 02/22/12 | 2012 | USI Holdings Corporation | Pinnacle Group | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/17/12 | 2012 | Arthur J. Gallagher & Co. | First Premium Insurance Group, Inc. | LA | Public Broker | Wholesale | P&C | |
| 02/17/12 | 2012 | USI Holdings Corporation | Euclid Retail Business | IL | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 02/14/12 | 2012 | Encore Bancshares, Inc. | Whittington Insurance Agency Inc. | TX | Bank or Thrift | Retail | P&C | |
| 02/13/12 | 2012 | Pacific Resources - Management Team | Pacific Resources | IL | Other Buyer | Retail | EB & Consulting | |
| 02/09/12 | 2012 | Harbour Insurance | Fidelity Insurance Associates | FL | Independent Agency/Broker | Retail | Multi Line | |
| 02/08/12 | 2012 | AssuredPartners, Inc. | Jenkins Insurance Services, Inc. | IN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/07/12 | 2012 | Arthur J. Gallagher & Co. | Detlefs Johnson & Partners | LA | Public Broker | Retail | EB & Consulting | |
| 02/07/12 | 2012 | Arthur J. Gallagher & Co. | ProSource Financial, LLC | IL | Public Broker | Retail | EB & Consulting | |
| 02/06/12 | 2012 | Northwest Farm Credit Services, ACA | Hermance Insurance Agency, LLC | WA | Bank or Thrift | Retail | P&C | |
| 02/06/12 | 2012 | The Buckner Co. | Leonardson Insurance | ID | Independent Agency/Broker | Retail | P&C | |
| 02/03/12 | 2012 | BB&T Corporation | Crump Life Insurance Services Inc. / Crump Insurance Services Inc. | NJ | Bank or Thrift | Wholesale | Multi Line | |
| 02/03/12 | 2012 | The Liberty Company Insurance Brokers | C.M. Meiers Co. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 02/01/12 | 2012 | Alliant Insurance Services | Thesco Retirement Planning Services | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 02/01/12 | 2012 | C&S Insurance Agency, Inc. | Colonial Insurance Services, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | |
| 02/01/12 | 2012 | Hub International Limited | Mahres & Mahres Insurance Agency | NM | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/01/12 | 2012 | MountainOne Financial Partners | Stevenson & Company, Inc. | MA | Other Buyer | Retail | P&C | |
| 02/01/12 | 2012 | NFP Corp. | Driscoll Insurance Agency, Inc. | CA | Public Broker | Retail | Multi Line | |
| 02/01/12 | 2012 | Texas Dow Employees Credit Union | Burridge Insurance Agency, Inc. | TX | Other Buyer | Retail | EB & Consulting | |
| 01/31/12 | 2012 | Foundation Financial Group, LLC | B&R Insurance, Inc. | FL | Other Buyer | Retail | P&C | |
| 01/31/12 | 2012 | Investors Title Company | Undisclosed insurance agency | Other Buyer | Retail | P&C | ||
| 01/31/12 | 2012 | Texas Dow Employees Credit Union | Assurance Insurance Agency, LLC | TX | Other Buyer | Retail | Multi Line | |
| 01/27/12 | 2012 | Ontario Teachers’ Pension Plan | BroadStreet Capital Partners, Inc. | OH | Other Buyer | Retail | Multi Line | |
| 01/24/12 | 2012 | Stephens Inc. | Grace Group, Inc. | AR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/20/12 | 2012 | AssuredPartners, Inc. | Dawson Companies | OH | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/19/12 | 2012 | Arthur J. Gallagher & Co. | Riley & Associates, Inc. | SC | Public Broker | Retail | P&C | |
| 01/19/12 | 2012 | Ventura Partners BHR, LP | Ventura assets of Barlocker Insurance Services | CA | Independent Agency/Broker | Retail | Multi Line | |
| 01/17/12 | 2012 | International Marketing and Administration Company | Specialty Service Solutions, LLC | IL | Other Buyer | Wholesale | P&C | |
| 01/17/12 | 2012 | Southwest Business Corporation | PRO Insurance Services, Inc. | TX | Other Buyer | Retail | P&C | |
| 01/13/12 | 2012 | Lykes Bros. Inc. | AGIS Tampa Bay | FL | Other Buyer | Retail | EB & Consulting | |
| 01/12/12 | 2012 | Direct-Link Holding Group, LLC | Commercial insurance division of Cumbre | CA | Independent Agency/Broker | Retail | P&C | |
| 01/12/12 | 2012 | Ryan Specialty Group, LLC | Maclean, Oddy & Associates, Inc. | TX | Independent Agency/Broker | Wholesale | P&C | |
| 01/10/12 | 2012 | Bolton & Company | Pacific General Insurance Services | CA | Independent Agency/Broker | Retail | Multi Line | |
| 01/09/12 | 2012 | Ascension Insurance, Inc. | Falcone Williams, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 01/08/12 | 2012 | TrueNorth Companies LLC | Employer Planning Services | TX | Independent Agency/Broker | Retail | P&C | |
| 01/05/12 | 2012 | Ryan Specialty Group, LLC | Global Special Risks, LLC | LA | Independent Agency/Broker | Wholesale | P&C | |
| 01/04/12 | 2012 | Arthur J. Gallagher & Co. | DeHart Benefit Solutions | IN | Public Broker | Retail | EB & Consulting | |
| 01/04/12 | 2012 | AssuredPartners, Inc. | Berryman Insurance Agency, Inc. | KY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/04/12 | 2012 | Cooper Gay Swett & Crawford Limited | Aviation Based Coverage | MO | Independent Agency/Broker | Wholesale | P&C | |
| 01/03/12 | 2012 | AmTrust Financial Services, Inc. | Builders & Tradesmen's Insurance Services, Inc. | CA | Insurance Company | Wholesale | P&C | |
| 01/03/12 | 2012 | NFP Corp. | AGS Benefits Group, LLC | NY | Public Broker | Retail | EB & Consulting | |
| 01/01/12 | 2012 | Arthur J. Gallagher & Co. | EWI Re, Inc. | TX | Public Broker | MGA | P&C | |
| 01/01/12 | 2012 | AssuredPartners, Inc. | Pell & Associates | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/01/12 | 2012 | CBIZ, Inc. | Meridian Insurance Group, LLC | FL | Public Broker | Retail | Multi Line | |
| 01/01/12 | 2012 | Insurance Associates, Inc. | Martel Surety Associates | MD | Independent Agency/Broker | Retail | P&C | |
| 01/01/12 | 2012 | Private Investor - Joe Plaetz | Kramer Insurance Agency | MN | Other Buyer | Retail | Multi Line | |
| 01/01/12 | 2012 | Undisclosed buyer | First United Insurance Group, LLC | MD | Other Buyer | Retail | Multi Line | |
| 01/01/12 | 2012 | Veracity Insurance Solutions, LLC | Stratus Insurance Services, Inc. | UT | Independent Agency/Broker | Retail | P&C | |
| 12/31/11 | 2011 | Confie Seguros Insurance Services | Rainier Insurance, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/11 | 2011 | Hub International Limited | Associated Independent Agencies, Inc. | WA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/11 | 2011 | Hub International Limited | FAS-EBA, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/31/11 | 2011 | Hub International Limited | Patrion Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/31/11 | 2011 | Risk Strategies Company, LLC | UPA Insurance Brokers, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 12/30/11 | 2011 | Digital Insurance, Inc. | Strategic Employee Benefit Services of Virginia, L.C. | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/30/11 | 2011 | Gowrie Holdings, Inc. | WI Holdings, LLC | RI | Independent Agency/Broker | Retail | P&C | |
| 12/28/11 | 2011 | CBIZ, Inc. | Advantage Benefit Planning | NJ | Public Broker | Retail | EB & Consulting | |
| 12/23/11 | 2011 | Bollinger, Inc. | Argent Professional Insurance Agency, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/23/11 | 2011 | Confie Seguros Insurance Services | Innovative Aftermarket Systems L.P. | TX | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 12/22/11 | 2011 | Hylant Group, Inc. | International Captive Alliance Group, LLC | CT | Independent Agency/Broker | Retail | P&C | |
| 12/21/11 | 2011 | Murray Insurance Associates, Inc. | Securus Group, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
| 12/21/11 | 2011 | Texas Dow Employees Credit Union | Associated Insurance Advisors I, LLC | TX | Other Buyer | Retail | P&C | |
| 12/16/11 | 2011 | Arthur J. Gallagher & Co. | Kahl Insurance Services, LLC | CO | Public Broker | Retail | P&C | |
| 12/16/11 | 2011 | AssuredPartners, Inc. | Herbert L. Jamison & Co., LLC | NJ | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 12/15/11 | 2011 | Brown & Brown, Inc. | Arrowhead General Insurance Agency Superholding Corporation | Public Broker | Wholesale | P&C | ||
| 12/12/11 | 2011 | Cullen/Frost Bankers, Inc. | Stone Partners, Inc. | TX | Bank or Thrift | Retail | EB & Consulting | |
| 12/12/11 | 2011 | Digital Insurance, Inc. | KelloggSmith, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/12/11 | 2011 | USI Holdings Corporation | Bluff Head Enterprises, Inc. | RI | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/09/11 | 2011 | Old National Bancorp | Gettings Reed Financial Services, LLC (EB book of business) | Bank or Thrift | Retail | EB & Consulting | ||
| 12/08/11 | 2011 | Arthur J. Gallagher & Co. | Transwestern General Agency, Inc. | UT | Public Broker | Wholesale | P&C | |
| 12/07/11 | 2011 | Markel Corporation | Thompson Insurance Enterprises, LLC | GA | Insurance Company | Wholesale | P&C | |
| 12/06/11 | 2011 | American Financial Group, Inc. | Employer's Comp Associates, Inc. | TX | Insurance Company | Wholesale | P&C | |
| 12/06/11 | 2011 | Hub International Limited | A-ccountable Insurance LLC (PL book of business) | MT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/06/11 | 2011 | Woodlands Financial Group | Texans CUSO Insurance Group, LLC | TX | Independent Agency/Broker | Wholesale | P&C | |
| 12/05/11 | 2011 | Hub International Limited | Bay Benefits Group | AL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/05/11 | 2011 | Hub International Limited | Voluntary Benefit Solutions LLC | CT | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/02/11 | 2011 | Bell-Anderson Agency, Inc. | Cornelius Services, LLC | WA | Independent Agency/Broker | Retail | P&C | |
| 12/02/11 | 2011 | Hub International Limited | J.N. Morcos Insurance Agency Limited | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 12/01/11 | 2011 | Bollinger, Inc. | ARS-Teare, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 12/01/11 | 2011 | Insurance Partners Agency, Inc. | Hamilton Insurors, Inc. | OH | Independent Agency/Broker | Retail | P&C | |
| 12/01/11 | 2011 | John M. Glover Agency | John T Ostheimer Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | |
| 12/01/11 | 2011 | Risk Strategies Company, LLC | Global Insurance Network, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 12/01/11 | 2011 | Strickland Insurance Group, Inc. | Carolina Insurance Service, Inc. | NC | Insurance Company | Wholesale | P&C | |
| 11/30/11 | 2011 | Confie Seguros Insurance Services | Auto Insurance Discounters, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/29/11 | 2011 | KMRD Partners, Inc. | General InsurCorp, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
| 11/29/11 | 2011 | USI Holdings Corporation | Barros International, Ltd. | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/28/11 | 2011 | AssuredPartners, Inc. | SKCG Group, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/16/11 | 2011 | Marsh & McLennan Companies, Inc. | Seitlin & Company | FL | Public Broker | Retail | P&C | |
| 11/14/11 | 2011 | Arthur J. Gallagher & Co. | Mutual Insurance Services Inc. | WA | Public Broker | Wholesale | P&C | |
| 11/11/11 | 2011 | Medical Mutual of Ohio | Talus Brokerage Services, LLC | OH | Insurance Company | Wholesale | P&C | |
| 11/08/11 | 2011 | Brown & Brown, Inc. | Shuler Kenner, Inc. & Snapper Shuler Kenner Insurance, L.L.C. | WA | Public Broker | Retail | P&C | |
| 11/07/11 | 2011 | Brown & Brown, Inc. | Sitzmann Morris & Lavis, Inc. | CA | Public Broker | Retail | EB & Consulting | |
| 11/04/11 | 2011 | Marsh & McLennan Companies, Inc. | Kaeding, Ernst & Company (EB division) | Public Broker | Retail | EB & Consulting | ||
| 11/01/11 | 2011 | Arthur J. Gallagher & Co. | Trissel Graham & Toole, Inc. | IA | Public Broker | Retail | P&C | |
| 11/01/11 | 2011 | BB&T Corporation | F.B.P. Insurance Services, Inc. | CA | Bank or Thrift | Retail | EB & Consulting | |
| 11/01/11 | 2011 | CBIZ, Inc. | PSA Holdings, Inc (defined benefit actuarial consulting practice) | Public Broker | Retail | EB & Consulting | ||
| 11/01/11 | 2011 | Marsh & McLennan Companies, Inc. | Gallagher & Associates, Inc. | MN | Public Broker | Retail | P&C | |
| 11/01/11 | 2011 | Meadowbrook Insurance Group, Inc. | American Casualty Insurance Agency | MI | Insurance Company | Retail | Multi Line | |
| 11/01/11 | 2011 | Meadowbrook Insurance Group, Inc. | Innovative Benefit Services, Inc. | MI | Insurance Company | Retail | EB & Consulting | |
| 11/01/11 | 2011 | Meadowbrook Insurance Group, Inc. | Kleinschmidt Insurance Agency | MI | Insurance Company | Retail | Multi Line | |
| 10/31/11 | 2011 | Bristol County Savings Bank (MHC) | Richardson-Cuddy Insurance Agency, Inc. | MA | Bank or Thrift | Retail | P&C | |
| 10/31/11 | 2011 | Clark Insurance, Inc. | Kelly Insurance Agency, Inc. | NH | Independent Agency/Broker | Retail | P&C | |
| 10/31/11 | 2011 | Distinguished Programs Holdings LLC | Allied Insurance Brokers, Inc. (Colonial Group) | NY | Insurance Company | Wholesale | P&C | |
| 10/31/11 | 2011 | PSA Holdings, Inc | Edgewood Partners Insurance Center - Baltimore office | MD | Independent Agency/Broker | Retail | P&C | |
| 10/21/11 | 2011 | IMA Financial Group, Inc. | Cassell Insurance, LLC | KS | Independent Agency/Broker | Retail | P&C | |
| 10/21/11 | 2011 | ISU Insurance Services of San Francisco, Inc. | Meeks Insurance, Inc. | IN | Independent Agency/Broker | Retail | P&C | |
| 10/18/11 | 2011 | Ranew Insurance Agency, Inc. | Ranzino Insurance Agency | FL | Independent Agency/Broker | Retail | P&C | |
| 10/17/11 | 2011 | IAS Claim Services, LLC. | Jim Buckley & Associates, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 10/14/11 | 2011 | Hub International Limited | Ross Benefits Group, Ltd. (assets) | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/11/11 | 2011 | Bell-Anderson Agency, Inc. | Unico Insurance | WA | Independent Agency/Broker | Retail | P&C | |
| 10/11/11 | 2011 | Concordis Group, Inc. | Advance Underwriting Managers, LLC | OH | Other Buyer | Wholesale | P&C | |
| 10/11/11 | 2011 | New Hampshire Thrift Bancshares, Inc. | McCrillis & Eldredge Insurance, Inc. | NH | Bank or Thrift | Retail | P&C | |
| 10/07/11 | 2011 | Ascension Insurance, Inc. | Fred Lewis Agency | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/06/11 | 2011 | Arthur J. Gallagher & Co. | S. A. Freerks & Associates, Inc. | MO | Public Broker | Wholesale | P&C | |
| 10/04/11 | 2011 | Atlantic Specialty Lines, Inc. | Financial Guarantee Underwriters, Inc./American Tri-State Underwriters, Inc. | Independent Agency/Broker | Wholesale | P&C | ||
| 10/03/11 | 2011 | Hub International Limited | House of Insurance, Inc. | MO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/03/11 | 2011 | Summit Partners, L.P. | Pacific Benefits Group Northwest, LLC | OR | Other Buyer | Retail | EB & Consulting | |
| 10/03/11 | 2011 | TowneBank | Stanton Taylor Agency, Inc. | NC | Bank or Thrift | Retail | P&C | |
| 09/30/11 | 2011 | Alan J. Kaufman Revocable Living Trust | Kimbrell Insurance Group, Inc. | SC | Independent Agency/Broker | Wholesale | P&C | |
| 09/30/11 | 2011 | Confie Seguros Insurance Services | Florida operations of TrustWay Insurance Agencies, LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/27/11 | 2011 | Alexander & Strunk Inc. | Richard A. Beale, Inc. | OK | Independent Agency/Broker | Retail | P&C | |
| 09/27/11 | 2011 | BB&T Corporation | Atlantic Risk Management Corp. | MD | Bank or Thrift | Retail | Multi Line | |
| 09/27/11 | 2011 | Holmes Murphy & Associates | Bridge Insurance Partners, LLC | TX | Independent Agency/Broker | Retail | P&C | |
| 09/23/11 | 2011 | USI Holdings Corporation | de la Parte & Associates, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/22/11 | 2011 | BB&T Corporation | Liberty Benefit Insurance Services, Inc. | CA | Bank or Thrift | Retail | EB & Consulting | |
| 09/22/11 | 2011 | McLarens Young International, Inc. | Washington Oregon Claim Service, Inc | WA | Independent Agency/Broker | Retail | P&C | |
| 09/21/11 | 2011 | U.S. Risk Insurance Group, Inc. | American Special Risk Insurance Services | CA | Independent Agency/Broker | Wholesale | P&C |
