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 |
|---|---|---|---|---|---|---|---|---|
| 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 | |
| 09/20/11 | 2011 | AssuredPartners, Inc. | Neace Lukens Inc. | KY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/19/11 | 2011 | USI Holdings Corporation | First Place Insurance Agency Ltd. | OH | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/15/11 | 2011 | AmTrust Financial Services, Inc. | CardinalComp LLC | NY | Insurance Company | Retail | P&C | |
| 09/15/11 | 2011 | Argo Group International Holdings, Ltd. | S.N. Potter Insurance Agency | CA | Insurance Company | Wholesale | P&C | |
| 09/07/11 | 2011 | NSM Insurance Group, Inc. | Administrators for the Professions of Delaware, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 09/06/11 | 2011 | Hub International Limited | Mountain West Insurance, LLC | MT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/06/11 | 2011 | Hub International Limited | William Palumbo Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/11 | 2011 | Arthur J. Gallagher & Co. | BeneTex Group, Inc. | TX | Public Broker | Retail | EB & Consulting | |
| 09/01/11 | 2011 | BHMS Investments | Venture Specialty Insurance, LLC. | VA | Other Buyer | Retail | P&C | |
| 09/01/11 | 2011 | Brown & Brown, Inc. | Public Employee Benefits Solutions, LLC | MI | Public Broker | Retail | EB & Consulting | |
| 09/01/11 | 2011 | DeMasters Insurance LLC | Plaza Insurance Agency | MO | Independent Agency/Broker | Wholesale | P&C | |
| 09/01/11 | 2011 | Digital Insurance, Inc. | TriSure Corporation | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/01/11 | 2011 | MOC Insurance Services, Inc. | San Francisco Insurance Center, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 09/01/11 | 2011 | NFP Corp. | DA Financial Group | CA | Public Broker | Retail | P&C | |
| 09/01/11 | 2011 | Stahl & Associates Insurance, Inc. | Herndon & Associates Insurance, LLC | FL | Independent Agency/Broker | Retail | P&C | |
| 09/01/11 | 2011 | Wells Fargo & Company | Procomp Benefit Resources, Inc. | NJ | Bank or Thrift | Retail | EB & Consulting | |
| 08/31/11 | 2011 | Private Investor - Bradley Scott | Spence & Mathews Insurance Agency | ME | Other Buyer | Retail | P&C | |
| 08/31/11 | 2011 | Saginaw Bay Underwriters | Landmark Insurance Agency, Inc. | MI | Independent Agency/Broker | Retail | P&C | |
| 08/31/11 | 2011 | Varney Agency, Inc. | Northeast Bank Insurance Group Inc. | ME | Independent Agency/Broker | Retail | P&C | |
| 08/31/11 | 2011 | Wells Fargo & Company | ISU Stetson-Beemer Insurance | NV | Bank or Thrift | Retail | P&C | |
| 08/22/11 | 2011 | Rockbridge Growth Equity, LLC | MyInsuranceExpert.com (investor group) | MI | Other Buyer | Retail | EB & Consulting | |
| 08/15/11 | 2011 | Diane M. Hendricks Enterprises, Inc. | Insurance Division of F. C. Pilgrim & Co. | Other Buyer | Retail | P&C | ||
| 08/14/11 | 2011 | First Gilmer Bankshares, Inc. | All Star Insurance Agency | TX | Bank or Thrift | Retail | P&C | |
| 08/12/11 | 2011 | Harris Madden & Powell, Inc. | Brown & Associates Inc. | TN | Independent Agency/Broker | Retail | P&C | |
| 08/10/11 | 2011 | Norton Insurance and Financial Services | C. Baker & Associates | ME | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/04/11 | 2011 | Brown & Brown, Inc. | Thompson, Spears & Associates, Ltd. | WA | Public Broker | Wholesale | EB & Consulting | |
| 08/03/11 | 2011 | Confie Seguros Insurance Services | Family Insurance Center | NV | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/01/11 | 2011 | Arthur J. Gallagher & Co. | Group Benefits of Arkansas, LLC | AR | Public Broker | Retail | EB & Consulting | |
| 08/01/11 | 2011 | Arthur J. Gallagher & Co. | Robinson-Adams Insurance, Inc. | AL | Public Broker | Retail | P&C | |
| 08/01/11 | 2011 | Bankers Insurance, LLC | Gateway Insurance Services, Inc. | NC | Independent Agency/Broker | Retail | P&C | |
| 08/01/11 | 2011 | CBIZ, Inc. | Multiple Benefit Services, Inc. | GA | Public Broker | Retail | EB & Consulting | |
| 08/01/11 | 2011 | Community Bank System, Inc. | Blundon Burgess Insurance Agency Inc. | NY | Bank or Thrift | Retail | P&C | |
| 08/01/11 | 2011 | Lowcountry Insurance Services, Inc. | Undisclosed Seller (book of business) | Independent Agency/Broker | ||||
| 08/01/11 | 2011 | Scanlon, Guerra, Burke Insurance Brokers, Inc | Northridge Insurance Agency, LLC | CA | Independent Agency/Broker | Retail | Multi Line | |
| 07/31/11 | 2011 | James J Dowd & Sons, Inc. | Moskal Insurance, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 07/31/11 | 2011 | Undisclosed buyer | AssuranceAmerica Corporation (Alabama insurance agencies) | AL | Other Buyer | Retail | P&C | |
| 07/26/11 | 2011 | Celedinas Insurance Group | Palm Beach Insurance Group, Inc | FL | Independent Agency/Broker | Retail | P&C | |
| 07/22/11 | 2011 | Jefferson Bancshares, Inc. | Sanger & Altgelt | TX | Bank or Thrift | Retail | P&C | |
| 07/20/11 | 2011 | USI Holdings Corporation | Plumhoff & Associates, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 07/19/11 | 2011 | Arrow Financial Corporation | McPhillips Insurance | NY | Bank or Thrift | Retail | P&C | |
| 07/18/11 | 2011 | Hub International Limited | Strategic Employee Benefit Services of Louisiana, LLC | LA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 07/15/11 | 2011 | Undisclosed buyer | First Community Bancshares, Inc. (GreenPoint agency offices) | NC | Other Buyer | Retail | Multi Line | |
| 07/14/11 | 2011 | Ascension Insurance, Inc. | Providence Insurance Agency , Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/14/11 | 2011 | Confie Seguros Insurance Services | Beaverton-Tigard Insurance | OR | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/13/11 | 2011 | Dawson Companies | Tabb, Brockenbrough & Ragland, LLC | VA | Independent Agency/Broker | Retail | P&C | |
| 07/11/11 | 2011 | Direct-Link Holding Group, LLC | Coachella Valley Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 07/11/11 | 2011 | Hub International Limited | Workplace Benefit Solutions, LLC | NH | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 07/07/11 | 2011 | Cross Insurance | Thomas Gregory Associates Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 07/05/11 | 2011 | Hub International Limited | Roeder & Moon, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/05/11 | 2011 | Mountcastle Insurance | McMahan Insurance and Employee Benefits, LLC | NC | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/02/11 | 2011 | Undisclosed buyer | Trustway T.E.A.M., Inc./ Trustway T.E.A.M., Services, LLC | GA | Other Buyer | Retail | P&C | |
| 07/01/11 | 2011 | Arthur J. Gallagher & Co. | Potter-Holden & Company | GA | Public Broker | Retail | P&C | |
| 07/01/11 | 2011 | First Defiance Financial Corp. | Payak-Dubbs Insurance Agency, Inc | OH | Bank or Thrift | Retail | P&C | |
| 07/01/11 | 2011 | Holmes Murphy & Associates | Northwestern Benefits, Inc. (large market accounts) | Independent Agency/Broker | Retail | EB & Consulting | ||
| 07/01/11 | 2011 | Hub International Limited | Roy Agency, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/01/11 | 2011 | Marsh & McLennan Companies, Inc. | Prescott Pailet Benefits L.P. | TX | Public Broker | Retail | EB & Consulting | |
| 07/01/11 | 2011 | NFP Corp. | Lapre Scali & Company Insurance Services, LLC | AZ | Public Broker | Retail | P&C | |
| 07/01/11 | 2011 | Wells Fargo & Company | EDIFY, LLC | FL | Bank or Thrift | Retail | EB & Consulting | |
| 06/30/11 | 2011 | Auto Town Insurance Agency, LLC | AssuranceAmerica Corporation (Georgia insurance agencies) | GA | Independent Agency/Broker | Wholesale | P&C | |
| 06/30/11 | 2011 | City Holding Company | Millcreek Insurance Agency Inc. | WV | Bank or Thrift | Retail | P&C | |
| 06/30/11 | 2011 | Undisclosed buyer | Aon Corporation (Risk Solutions subsidiary) | Other Buyer | Retail | Multi Line | ||
| 06/23/11 | 2011 | Hy-Vee, Inc. | L&K Insurance Center | IA | Bank or Thrift | Retail | P&C | |
| 06/21/11 | 2011 | Assurant, Inc. | Converge Services Group, LLC | NJ | Insurance Company | Retail | P&C | |
| 06/16/11 | 2011 | United Bank Corporation | McIntosh Financial Services, Inc. | GA | Bank or Thrift | Retail | EB & Consulting | |
| 06/14/11 | 2011 | Day, Scarafile & Read Inc. | Roth Brothers Insurance | NY | Independent Agency/Broker | Retail | P&C | |
| 06/08/11 | 2011 | BHMS Investments | Hilb Group LLC | VA | Other Buyer | Retail | P&C | |
| 06/08/11 | 2011 | Undisclosed buyer | Anthony Clark International Insurance Brokers Ltd. (Southern California agency assets) | Other Buyer | Retail | P&C | ||
| 06/07/11 | 2011 | Digital Insurance, Inc. | Employee Benefits by Design | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 06/01/11 | 2011 | Arthur J. Gallagher & Co. | Bushong Insurance Associates, Inc. | FL | Public Broker | Retail | P&C | |
| 06/01/11 | 2011 | Arthur J. Gallagher & Co. | Mortgage Insurance Agency, Ltd. | IL | Public Broker | Retail | P&C | |
| 06/01/11 | 2011 | Bollinger, Inc. | CFM Benefits, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 06/01/11 | 2011 | Brown & Brown, Inc. | Corporate Benefit Consultants, LLC | CT | Public Broker | Retail | EB & Consulting | |
| 06/01/11 | 2011 | Tompkins Financial Corporation | Olver & Associates, Inc. | NY | Bank or Thrift | Retail | P&C | |
| 05/31/11 | 2011 | Bollinger, Inc. | Schirick & Associates Insurance Brokers, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/26/11 | 2011 | Hub International Limited | First Southeast Insurance Services, Inc. | SC | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/25/11 | 2011 | PBS Insurance Underwriting Corporation | Todd R. Soll Insurance Services, Inc. | CA | Independent Agency/Broker | Wholesale | P&C | |
| 05/23/11 | 2011 | Confie Seguros Insurance Services | Royale Insurance & First Americano Insurance Agency | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/18/11 | 2011 | Integro, Ltd. | Argo Insurance Brokers, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/17/11 | 2011 | ACUITY, A Mutual Insurance Company | Hughes Insurance Agency Inc. | WI | Insurance Company | Retail | P&C | |
| 05/17/11 | 2011 | Arrowhead General Insurance Agency Inc. | Trafalgar Marine Insurance Services, Inc. | CA | Independent Agency/Broker | Wholesale | P&C | |
| 05/16/11 | 2011 | Baldwin Resource Group, Inc. | Partners Group LTD | OR | Independent Agency/Broker | Retail | P&C | |
| 05/16/11 | 2011 | Hub International Limited | Intercare Insurance Solutions (book of business) | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | ||
| 05/16/11 | 2011 | Hub International Limited | Transportation Group, Ltd. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/13/11 | 2011 | JCF Holdings Inc. | Self-Funded Alternatives, LLC | PA | Other Buyer | Wholesale | P&C | |
| 05/12/11 | 2011 | Management group | Sunflower Insurance Group Inc. | KS | Independent Agency/Broker | Retail | P&C | |
| 05/10/11 | 2011 | Pan-American Life Mutual Holding Company | GreenWood International Insurance Services, Inc. | MA | Insurance Company | Wholesale | EB & Consulting | |
| 05/09/11 | 2011 | Hub International Limited | Mark Tauber Insurance Brokerage, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/09/11 | 2011 | NBT Bancorp Inc. | Latremore's Insurance Agency | NY | Bank or Thrift | Retail | P&C |