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 |
|---|---|---|---|---|---|---|---|---|
| 11/08/12 | 2012 | Marsh & McLennan Companies, Inc. | Protector Group Insurance Agency, Inc. | MA | Public Broker | Retail | Multi Line | |
| 11/07/12 | 2012 | Brown & Brown, Inc. | Johnson & Strachan, Inc. | VA | Public Broker | Retail | Multi Line | |
| 11/05/12 | 2012 | Hub International Limited | Connor & Kelly | WA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 11/05/12 | 2012 | Hub International Limited | Raintree Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/02/12 | 2012 | RLI Corp. | Rockbridge Underwriting Agency Limited | TX | Insurance Company | Wholesale | P&C | |
| 11/01/12 | 2012 | CBIZ, Inc. | Employee benefit division of Leavitt Pacific Insurance Brokers, Inc. | CA | Public Broker | Retail | EB & Consulting | |
| 11/01/12 | 2012 | Digital Insurance, Inc. | Brown Insurance Services of Los Altos | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/01/12 | 2012 | Hub International Limited | Fort Point Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/12 | 2012 | IDP Holdings LLC | Hospitality business of National Specialty Underwriters, Inc. | WA | Other Buyer | Wholesale | P&C | |
| 10/31/12 | 2012 | Hub International Limited | Commercial lines book of business from the Mahoney Group | AZ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/31/12 | 2012 | Marsh & McLennan Companies, Inc. | Howalt+McDowell Insurance, Inc. | SD | Public Broker | Retail | Multi Line | |
| 10/26/12 | 2012 | Arthur J. Gallagher & Co. | Aires Consulting Group, Inc. | IL | Public Broker | Retail | P&C | |
| 10/26/12 | 2012 | AssuredPartners, Inc. | Lou Crawford & Associates, Inc. | KY | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/25/12 | 2012 | Arthur J. Gallagher & Co. | IBIS Advisors | CA | Public Broker | Retail | EB & Consulting | |
| 10/23/12 | 2012 | Arthur J. Gallagher & Co. | Park Row Associates, Inc. | RI | Public Broker | Retail | EB & Consulting | |
| 10/22/12 | 2012 | Powter Insurance Inc | Jordan & Jordan Insurance Group Inc. | TX | Independent Agency/Broker | Retail | P&C | |
| 10/22/12 | 2012 | Risk Strategies Company, LLC | D&D Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 10/18/12 | 2012 | Argo Group International Holdings, Ltd. | John Sutak Insurance Brokers, Inc. | CA | Insurance Company | Wholesale | P&C | |
| 10/15/12 | 2012 | Argo Group International Holdings, Ltd. | Mattei Insurance Services, Inc. | WA | Insurance Company | Wholesale | P&C | |
| 10/11/12 | 2012 | Arthur J. Gallagher & Co. | Unison, Inc. | MN | Public Broker | Retail | EB & Consulting | |
| 10/11/12 | 2012 | Digital Insurance, Inc. | 1st Alliance, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/11/12 | 2012 | EAC Brokerage, Inc. | B. David Kane Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | |
| 10/10/12 | 2012 | Horton Group | Cassady, Neeser, & Brasseur, Inc. | IN | Independent Agency/Broker | Retail | Multi Line | |
| 10/09/12 | 2012 | Digital Insurance, Inc. | Montgomery Benefits Group | PA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 10/08/12 | 2012 | Preferred Concepts, LLC. | Metro Insurance Services | NJ | Independent Agency/Broker | Wholesale | P&C | |
| 10/05/12 | 2012 | Arthur J. Gallagher & Co. | Coyle Insurance Agency, Inc | IL | Public Broker | Retail | Multi Line | |
| 10/05/12 | 2012 | Hub International Limited | Commercial lines book of business from Wescom Insurance Services, LLC | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/05/12 | 2012 | Hub International Limited | Mountain West Insurance & Financial Services, LLC | MT | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/04/12 | 2012 | Bollinger, Inc. | Morville Agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/04/12 | 2012 | Insurance Office of America | Johnsons Insurance Agency | FL | Independent Agency/Broker | Retail | P&C | |
| 10/04/12 | 2012 | Insurance Office of America | Keys Insurance Services, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 10/03/12 | 2012 | Connex Credit Union, Inc. | CPM Insurance Services, LLC | CT | Other Buyer | Retail | P&C | |
| 10/02/12 | 2012 | Alaska USA Federal Credit Union | Rentschler Insurance, Inc. | AK | Other Buyer | Retail | P&C | |
| 10/01/12 | 2012 | CBIZ, Inc. | Strategic Employee Benefit Services - The Pruett Group, Inc. | TN | Public Broker | Retail | EB & Consulting | |
| 10/01/12 | 2012 | Central Bancshares, Inc. | Riverbank Insurance Center | WI | Bank or Thrift | Retail | Multi Line | |
| 10/01/12 | 2012 | Hub International Limited | Dempsey Insurance Agency, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 10/01/12 | 2012 | MJ Insurance, Inc. | Mead & Company | IN | Independent Agency/Broker | Wholesale | P&C | |
| 10/01/12 | 2012 | NFP Corp. | Lane McVicker, LLC | NY | Public Broker | Retail | P&C | |
| 10/01/12 | 2012 | Ryan Specialty Group, LLC | Atlantic Star Intermediaries, LLC | NY | Independent Agency/Broker | Wholesale | P&C | |
| 10/01/12 | 2012 | Southwest Business Corporation | Financial Insurance Corporation | KS | Other Buyer | Retail | P&C | |
| 10/01/12 | 2012 | Southwest Business Corporation | National Insurance Protection, Inc | OR | Other Buyer | Retail | P&C | |
| 09/30/12 | 2012 | Hallmark Financial Services, Inc. | Heath XS, LLC | NJ | Insurance Company | Wholesale | EB & Consulting | |
| 09/30/12 | 2012 | Regions Financial Corporation | Story Capital Group, LLC | TN | Bank or Thrift | Retail | EB & Consulting | |
| 09/27/12 | 2012 | Borden Perlman Insurance | Parker Remsen & Sullivan, Inc. | NJ | Independent Agency/Broker | Retail | P&C | |
| 09/25/12 | 2012 | Hub International Limited | Carrion, Laffitte & Casellas, Inc. | PR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/24/12 | 2012 | Blue Cross and Blue Shield of South Carolina | ASG Risk Management Inc. | ME | Insurance Company | Wholesale | EB & Consulting | |
| 09/18/12 | 2012 | AssuredPartners, Inc. | Moore & Johnson Agency, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 09/18/12 | 2012 | Digital Insurance, Inc. | Strategic Benefit Solutions of Raleigh, N.C. | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/17/12 | 2012 | Cross Insurance | Sadler Insurance Agency, Inc. | NH | Independent Agency/Broker | Retail | Multi Line | |
| 09/14/12 | 2012 | Brown & Brown, Inc. | Texas Security General Insurance Agency, Inc. | TX | Public Broker | Wholesale | P&C | |
| 09/12/12 | 2012 | Cook, Hall, & Hyde, Inc. | Maran Corporate Risk Associates, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 09/10/12 | 2012 | BB&T Corporation | Select assets of Preferred Brokerage unit of Preferred Concepts | GA | Bank or Thrift | Wholesale | P&C | |
| 09/04/12 | 2012 | AmWINS Group | Special Markets Insurance Consultants, Inc. | WI | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 09/01/12 | 2012 | CBIZ, Inc. | Trinity Risk Advisors, Inc. | GA | Public Broker | Retail | P&C | |
| 09/01/12 | 2012 | Hub International Limited | John D. Williams Company | TX | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/31/12 | 2012 | AssuredPartners, Inc. | Jon-Wesley Insurance | OH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 08/31/12 | 2012 | Marsh & McLennan Companies, Inc. | Eidson Insurance | FL | Public Broker | Retail | Multi Line | |
| 08/31/12 | 2012 | Marsh & McLennan Companies, Inc. | Rosenfeld Einstein | SC | Public Broker | Retail | Multi Line | |
| 08/31/12 | 2012 | Stellarus Benefits, Inc. | SEBS Appleton, Inc. | WI | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/22/12 | 2012 | USI Holdings Corporation | TD Insurance, Inc. | ME | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 08/21/12 | 2012 | Digital Insurance, Inc. | First Benefit Partners | TN | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 08/20/12 | 2012 | BOLT Insurance Agency | Florida Direct Insurance Agency | FL | Independent Agency/Broker | Retail | Multi Line | |
| 08/20/12 | 2012 | BOLT Insurance Agency | PFG Insurance Agency | FL | Independent Agency/Broker | Retail | Multi Line | |
| 08/20/12 | 2012 | Rose & Kiernan, Inc. | Babcock & Helliwell Inc | RI | Independent Agency/Broker | Retail | Multi Line | |
| 08/16/12 | 2012 | Ascension Insurance, Inc. | Modern Services Insurance Agency Inc. | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/15/12 | 2012 | Arthur J. Gallagher & Co. | Sunday and Associates, Inc. | TX | Public Broker | Retail | EB & Consulting | |
| 08/15/12 | 2012 | First Bancorp | Group Insurance Consultants of Fort Smith, Inc. | AR | Bank or Thrift | Retail | EB & Consulting | |
| 08/15/12 | 2012 | Norman-Spencer Agency, Inc. | Keenan Marine Insurance | NY | Independent Agency/Broker | Retail | P&C | |
| 08/13/12 | 2012 | The McGowan Companies | CGA Associates, Inc. | NJ | Independent Agency/Broker | Wholesale | P&C | |
| 08/06/12 | 2012 | Confie Seguros Insurance Services | Stonewood Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 08/01/12 | 2012 | AssuredPartners, Inc. | American Insurance | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/31/12 | 2012 | Private investor - Christy Schwan | SEBS Milwaukee, Inc. | WI | Other Buyer | Retail | EB & Consulting | |
| 07/30/12 | 2012 | Arthur J. Gallagher & Co. | G. S. Chapman & Associates Insurance Brokers, Inc. | CA | Public Broker | Retail | Multi Line | |
| 07/27/12 | 2012 | Arthur J. Gallagher & Co. | Grace/Mayer Insurance Agency, Inc. | NE | Public Broker | Retail | P&C | |
| 07/27/12 | 2012 | Pinnacle Insurance Group, Inc. | Naler Insurance Agency | TX | Independent Agency/Broker | Retail | P&C | |
| 07/26/12 | 2012 | Digital Insurance, Inc. | DSG Benefits Group, LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 07/24/12 | 2012 | USI Holdings Corporation | Kelly Insurance Brokerage, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 07/20/12 | 2012 | Bolton & Company | Reaume Financial Group, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/19/12 | 2012 | CoVerica, Inc. | Unimark Insurance | TX | Independent Agency/Broker | Retail | P&C | |
| 07/19/12 | 2012 | USI Holdings Corporation | Suncoast Insurance Associates, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/18/12 | 2012 | A.N. Ansay & Associates, Inc. | Klein Insurance Group | WI | Independent Agency/Broker | Retail | Multi Line | |
| 07/18/12 | 2012 | Leavitt Group Enterprises, Inc. | Whitfield United Insurance Agencies Inc. | WA | Independent Agency/Broker | Retail | P&C | |
| 07/17/12 | 2012 | Digital Insurance, Inc. | Strategic Employee Benefit Services of the Midwest, Inc. | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | ||
| 07/17/12 | 2012 | Insphere Insurance Solutions, Inc. | Repp Gartner Financial, Inc. | CA | Other Buyer | Retail | EB & Consulting | |
| 07/13/12 | 2012 | AssuredPartners, Inc. | GCM Consulting, LLC | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/11/12 | 2012 | Arthur J. Gallagher & Co. | Triad USA, Inc. | PA | Public Broker | Retail | EB & Consulting | |
| 07/10/12 | 2012 | LifeStore Financial Group (MHC) | Elite Insurance Group, LLC | NC | Bank or Thrift | Retail | P&C | |
| 07/09/12 | 2012 | Marsh & McLennan Companies, Inc. | Security Insurance Services, Inc. | WI | Public Broker | Retail | Multi Line | |
| 07/05/12 | 2012 | OneBeacon Insurance Group, LTD. | Public Entities of America, LLC | GA | Insurance Company | Wholesale | P&C | |
| 07/03/12 | 2012 | Hub International Limited | Sidles Duncan & Associates Insurance Services, Inc | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 07/02/12 | 2012 | Arthur J. Gallagher & Co. | Miller Buettner & Parrott, Inc. | IL | Public Broker | Retail | EB & Consulting | |
| 07/02/12 | 2012 | Chapman & Chapman, Inc. | PJ Amos & Associates, LLC | OH | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/02/12 | 2012 | Confie Seguros Insurance Services | Bradley Insurance Agency, Inc. | NV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/02/12 | 2012 | Confie Seguros Insurance Services | Deborah Ann Costello LLC | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/02/12 | 2012 | Confie Seguros Insurance Services | Westside Auto | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/02/12 | 2012 | Hub International Limited | Bryson & Company, Inc. | MS | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 07/01/12 | 2012 | CBIZ, Inc. | Stoltz and Company LTD., L.L.P | TX | Public Broker | Retail | Multi Line | |
| 07/01/12 | 2012 | Duncan Fraser & Bridges Insurance Agency Inc. | Greater Texas Insurance Managers and Agency, Inc. | TX | Independent Agency/Broker | Retail | P&C | |
| 07/01/12 | 2012 | InPro Insurance Group, Inc. | Industrial Insurance Services, Inc. | MI | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/01/12 | 2012 | NFP Corp. | Absolute Insurance Service, Inc. | NV | Public Broker | Retail | Multi Line | |
| 06/28/12 | 2012 | Stoneman-Schopf Agency Inc. | Baylake Insurance Agency Inc. | WI | Independent Agency/Broker | Retail | P&C | |
| 06/27/12 | 2012 | Howard W. Phillips & Company | Basil-Voges, Incorporated | MD | Independent Agency/Broker | Retail | P&C | |
| 06/26/12 | 2012 | InPro Insurance Group, Inc. | Falvay-Counihan Insurance, Inc. | MI | Independent Agency/Broker | Retail | Multi Line | |
| 06/25/12 | 2012 | BancorpSouth, Inc. | Securance Group Inc. | AL | Bank or Thrift | Retail | Multi Line | |
| 06/25/12 | 2012 | Britton-Gallagher & Associates, Inc. | Beckman Insurance Agency | WI | Independent Agency/Broker | Retail | P&C | |
| 06/22/12 | 2012 | Central Insurance Agency | Mt. Pleasant Agency, Inc. | MI | Independent Agency/Broker | Retail | Multi Line | |
| 06/19/12 | 2012 | Arthur J. Gallagher & Co. | Whitehaven Insurance Group, Inc. | AL | Public Broker | Retail | P&C | |
| 06/15/12 | 2012 | Hub International Limited | MGIS Property & Casualty Insurance's west business unit | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 06/13/12 | 2012 | USI Holdings Corporation | Lynch Beretta Bucci LLP | RI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/12/12 | 2012 | Hylant Group, Inc. | AGIS, LLC | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/11/12 | 2012 | Hilb Group LLC | MDM Covenant Insurance, LLC | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/08/12 | 2012 | Marsh & McLennan Companies, Inc. | Progressive Benefit Solutions, LLC | NC | Public Broker | Retail | EB & Consulting | |
| 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 |