Industry Transactions

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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 Service171
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

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Announced Date Deal Year Buyer Seller Seller Location Buyer Type Seller Type Seller Line of Business Press Release
08/30/10 2010 U.S. Risk Insurance Group, Inc. Unisource Program Administrators, LLC OK Independent Agency/Broker Wholesale P&C
08/25/10 2010 S&P Insurance Partners, LLC Steve Standridge Insurance Inc. AR Independent Agency/Broker Retail P&C
08/25/10 2010 William Gallagher Associates Paradigm Associates MA Independent Agency/Broker Retail EB & Consulting
08/23/10 2010 Higginbotham & Associates, Inc. Swantner and Gordon Insurance Agency, LLP TX Independent Agency/Broker- Private Capital Backed Retail P&C
08/23/10 2010 Pacific Pioneer Insurance Company Priority Insurance Underwriters AZ Insurance Company Wholesale P&C
08/19/10 2010 U.S. Retirement Partners United Specialty Benefits TX Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
08/11/10 2010 Integro, Ltd. Frost Specialty, LLC. TN Independent Agency/Broker- Private Capital Backed Retail P&C
08/06/10 2010 Brown & Brown, Inc. Synergy Benefits, Inc. VA Public Broker Retail EB & Consulting
08/05/10 2010 Business Risk Partners, Inc. ProAssurance Corporation (renewal rights to the Miscellaneous Professional Liability book) Independent Agency/Broker Wholesale P&C
08/02/10 2010 Hub International Limited Pollman's Insurance Agency, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
07/31/10 2010 First Community Bancshares, Inc. Murphy Insurance Agency, Inc. WV Bank or Thrift Retail P&C
07/30/10 2010 Arthur J. Gallagher & Co. Benefits Unlimited, Inc TX Public Broker Retail EB & Consulting
07/30/10 2010 Arthur J. Gallagher & Co. Northern Michigan Insurance Agency, Inc. MI Public Broker Retail P&C
07/30/10 2010 First Niagara Financial Group, Inc. RTI Insurance Services of PA/Three Rivers Financial Services PA Bank or Thrift Retail P&C
07/29/10 2010 Assurance Investment Partners Benefits Solutions, LLC. KY Independent Agency/Broker Retail EB & Consulting
07/27/10 2010 MDW Insurance Group, Inc. Genesis Risk Advisors, LLC FL Independent Agency/Broker Retail P&C
07/19/10 2010 Ryan Specialty Group, LLC Chartwell Independent Insurance Brokers, LLC CA Independent Agency/Broker Wholesale P&C
07/15/10 2010 Warranty Title Agency LLC Philip F. Greco Title Company MI Independent Agency/Broker Retail P&C
07/14/10 2010 Insurance Office of America Smith Gatta Gelok, Inc. NJ Independent Agency/Broker Retail P&C
07/09/10 2010 Cooper Gay Swett & Crawford Limited Swett & Crawford Group Inc. GA Independent Agency/Broker Wholesale P&C
07/07/10 2010 Hub International Limited Maple Leaf Insurance Agency, Inc (retail book of business) Independent Agency/Broker- Private Capital Backed Retail P&C
07/06/10 2010 Hub International Limited Ehrman & Associates, Inc. CO Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
07/02/10 2010 Brown & Brown, Inc. Eberhart & Company Insurors, Inc. GA Public Broker Retail P&C
07/02/10 2010 Brown & Brown, Inc. Meridian Group of New York, Inc. NY Public Broker Retail EB & Consulting
07/01/10 2010 Brown & Brown, Inc. Commonwealth Insurance Group LLC SC Public Broker Retail P&C
07/01/10 2010 Chandler (U.S.A.), Inc. Undisclosed Seller (retail insurance agency) Insurance Company Retail P&C
07/01/10 2010 Hilb Group LLC EAI & JJJ Inc. NY Independent Agency/Broker Retail P&C
07/01/10 2010 Minnesota Mutual Companies Inc. Ochs, Inc. MN Insurance Company Retail EB & Consulting
07/01/10 2010 Mountain West Insurance & Financial Services, LLC Moffat Insurance Agency, LLC CO Independent Agency/Broker Retail P&C
07/01/10 2010 Ottawa-Kent Insurance Agency, Inc. Select One Insurance Agencies Inc. MI Independent Agency/Broker Retail Multi Line
07/01/10 2010 Wells Fargo & Company Kinney Agency, Inc. NM Bank or Thrift Retail P&C
06/23/10 2010 Breckenridge Insurance Services Overby-Seawell Company GA Independent Agency/Broker Wholesale P&C
06/21/10 2010 BB&T Corporation TB&C Wholesale Insurance Services, LLC CA Bank or Thrift Wholesale P&C
06/21/10 2010 Kingsway Financial Services Inc. JBA Associates, Inc. NJ Insurance Company Wholesale P&C
06/18/10 2010 Hoffman Group Belgrave Insurance Agency, Inc. OH Independent Agency/Broker Retail P&C
06/16/10 2010 AssuranceAmerica Corporation Atlantic Southeastern Ins Grp/James T. Moore Company Insurance Company Wholesale P&C
06/15/10 2010 Hilb Group LLC Business of Joseph Caruso Independent Agency/Broker Retail P&C
06/10/10 2010 Private investor - Robert S. Bland Life Quotes, Inc. IL Other Buyer Retail EB & Consulting
06/08/10 2010 Preferred Concepts, LLC. Mercator Risk Services, Inc. NY Independent Agency/Broker Wholesale P&C
06/07/10 2010 Hub International Limited IRUS Corporation PA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
06/03/10 2010 Mid American Group, Inc. Hipskind Ltd. IL Independent Agency/Broker Retail EB & Consulting
06/01/10 2010 Arthur J. Gallagher & Co. Joseph James & Associates Insurance Agency, Inc. OH Public Broker Retail EB & Consulting
06/01/10 2010 Bollinger, Inc. David Szerlip & Associates, Inc. NJ Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/10 2010 Higginbotham & Associates, Inc. Essential Insurance Group, LLC TX Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/10 2010 Hub International Limited Risk Transfer Insurance Alliance, LLC MA Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/10 2010 Private investor BBVA Compass Insurance Agency, Inc. TX Other Buyer Retail Multi Line
06/01/10 2010 Southwest Insurance Agents Alliance, LLC HUGO New Mexico, Inc. NM Independent Agency/Broker Retail Multi Line
05/31/10 2010 AmTrust Financial Services, Inc. RS Acquisition Holdings Corp. (Risk Services) FL Insurance Company Retail P&C
05/24/10 2010 Bollinger, Inc. James E. Gilmore Agency Inc NJ Independent Agency/Broker- Private Capital Backed Retail P&C
05/20/10 2010 John M. Glover Agency APS San Angelo Insurance Agency CT Independent Agency/Broker Retail P&C
05/17/10 2010 Aran Insurance Services Group MiniCo Insurance Agency, LLC AZ Independent Agency/Broker Wholesale P&C
05/15/10 2010 First Defiance Financial Corp. Andres O'Neil & Lowe Insurance Agency, Inc. (EB line of business) Bank or Thrift Retail EB & Consulting
05/15/10 2010 Northwest Farm Credit Services, ACA Duda-Hodges Insurance Agency, Inc. (crop insurance portfolio) Bank or Thrift Retail P&C
05/13/10 2010 Brown & Brown, Inc. Gardner-Kirby Corporation CT Public Broker Retail P&C
05/13/10 2010 Brown & Brown, Inc. Hedden Agency Inc. CT Public Broker Retail P&C
05/13/10 2010 Brown & Brown, Inc. McCutcheon Burr & Sons CT Public Broker Retail P&C
05/07/10 2010 Arthur J. Gallagher & Co. Crawley Warren Insurance Services, Inc. (certain insurance brokerage businesses) Public Broker Wholesale P&C
05/05/10 2010 Independent Bancshares, Inc. Insurance Operations of American Insurance Agency MN Bank or Thrift Retail Multi Line
05/04/10 2010 Stemler Insurance, Inc. Lewis Associates, LLC CA Independent Agency/Broker Retail EB & Consulting
05/01/10 2010 Arthur J. Gallagher & Co. Bowen, Miclette, Britt & Merry of Arkansas, Inc AR Public Broker Retail P&C
05/01/10 2010 Brown & Brown, Inc. D.C.S.R. Inc. CT Public Broker Retail P&C
05/01/10 2010 Dawson Companies Putnam Transportation Insurance Agency OH Independent Agency/Broker Retail P&C
04/30/10 2010 Alaska USA Federal Credit Union Rainier Pacific Insurance Services WA Other Buyer Retail P&C
04/30/10 2010 Confie Seguros Insurance Services REMCO Insurance TX Independent Agency/Broker- Private Capital Backed Retail P&C
04/30/10 2010 Fox Insurance Agency Northern Michigan Benefits & Insurance Services, Inc MI Independent Agency/Broker Retail EB & Consulting
04/30/10 2010 Global Indemnity plc Collectibles Insurance Services, LLC MD Insurance Company Retail P&C
04/30/10 2010 Marsh & McLennan Companies, Inc. Bostonian Group Inc. MA Public Broker Retail P&C
04/28/10 2010 Berends Hendricks Stuit Insurance Agency, Inc. Byron Insurance Agency, Inc. MI Independent Agency/Broker Retail P&C
04/22/10 2010 Archer-Daniels-Midland Company ADM Crop Risk Services Inc. IL Bank or Thrift Retail P&C
04/22/10 2010 EPIC (Edgewood Partners Insurance Center) Jeffrey Stephens Insurance Services Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
04/19/10 2010 DJSP Enterprises Inc. Timios, Inc CA Other Buyer Retail P&C
04/14/10 2010 Ascension Insurance, Inc. Kapp Insurance Agency, Inc. NV Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
04/09/10 2010 AmWINS Group Colemont Insurance Brokers TX Independent Agency/Broker- Private Capital Backed Wholesale P&C
04/07/10 2010 C. V. Starr & Co., Inc. International Aerospace Insurance Services, Inc. CA Other Buyer Wholesale P&C
04/01/10 2010 BancFirst Corporation RBC Agency, Inc. OK Bank or Thrift Retail EB & Consulting
04/01/10 2010 Bollinger, Inc. John J. Slattery Associates, Inc. NJ Independent Agency/Broker- Private Capital Backed Wholesale EB & Consulting
04/01/10 2010 Smith Gatta Gelok, Inc. Norwood Agency, Inc. NJ Independent Agency/Broker Retail P&C
04/01/10 2010 Wells Fargo & Company AIM Administration, Inc. UT Bank or Thrift Retail EB & Consulting
03/31/10 2010 Hanover Insurance Group, Inc. MTA Benefits, Inc. MA Insurance Company Retail Multi Line
03/30/10 2010 Bass Underwriters Inc. Independent Insurance Wholesalers, Inc. OR Independent Agency/Broker Wholesale P&C
03/26/10 2010 Arrow Financial Corporation Loomis & LaPann Inc. NY Bank or Thrift Retail P&C
03/23/10 2010 DHR, LLC Benefit Advisors, Inc. AZ Other Buyer Retail EB & Consulting
03/18/10 2010 Brown & Brown, Inc. Excel Underwriters Alliance, Inc./Spirit Underwriters, Inc. NJ Public Broker Wholesale P&C
03/16/10 2010 Marsh & McLennan Companies, Inc. Thomas Rutherfoord, Inc. VA Public Broker Retail P&C
03/15/10 2010 BenefitMall NAS Financial Services NJ Independent Agency/Broker Wholesale EB & Consulting
03/11/10 2010 Tri-State 1st Banc, Inc. Cooper Insurance Agency, Inc. OH Bank or Thrift Retail Multi Line
03/03/10 2010 Hewitt Associates, Inc. Senior Educators Ltd. CA Other Buyer Retail EB & Consulting
03/01/10 2010 Arthur J. Gallagher & Co. Griffin Agency, Inc. LA Public Broker Retail EB & Consulting
03/01/10 2010 Arthur J. Gallagher & Co. Winn & Company Insurance Brokers, Inc. CA Public Broker Retail P&C
02/27/10 2010 Parasol Financial & Insurance Solutions BestHealthcareRates.com CA Independent Agency/Broker Retail EB & Consulting
02/26/10 2010 Brown & Brown, Inc. DiMartino Associates, Inc. (insurance agency and brokerage business) WA Public Broker Retail EB & Consulting
02/26/10 2010 First Line Insurance Services, Inc Arrowhead Central Credit Union (Sawyer Cook Insurance) CA Independent Agency/Broker Retail Multi Line
02/19/10 2010 USI Holdings Corporation National City Insurance Group retail brokerage offices Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
02/16/10 2010 STAR Financial Group, Inc. Sunier & Lockwood Insurance IN Bank or Thrift Retail Multi Line
02/12/10 2010 Brown & Brown, Inc. Medical Settlement Protocols, LLC CO Public Broker Retail EB & Consulting
02/11/10 2010 First Bancorp Insurance Center, Inc. NC Bank or Thrift Retail P&C
02/10/10 2010 Dupaco Community Credit Union Town and Country Insurance Agency, Inc. IA Other Buyer Retail P&C
02/08/10 2010 American National Insurance Company Sneed Insurance Agency (collector car book of business) Insurance Company Retail P&C
02/08/10 2010 Partners Advantage Insurance Services, LLC Benefits Brokerage Exchange, Inc. TX Independent Agency/Broker Wholesale EB & Consulting
02/04/10 2010 Delta Dental of Missouri Allied EyeCare, LLC FL Insurance Company Retail EB & Consulting
02/01/10 2010 Arthur J. Gallagher & Co. Cobbs, Allen & Hall of Georgia, Inc. GA Public Broker Retail P&C
02/01/10 2010 Brown & Brown, Inc. Insurance Exchange, Inc. NM Public Broker Retail P&C
02/01/10 2010 Confie Seguros Insurance Services Vern Fonk Insurance Services, Inc. WA Independent Agency/Broker- Private Capital Backed Retail P&C
02/01/10 2010 Marsh & McLennan Companies, Inc. Haake Companies KS Public Broker Retail P&C
01/31/10 2010 Morton & Furbish Insurance Agency Rangeley Agency business ME Independent Agency/Broker Retail P&C
01/31/10 2010 Rua-Dumont-Audet Insurance Agency, Inc. Harold C. Nagle Insurance Agency, Inc. MA Independent Agency/Broker Retail P&C
01/29/10 2010 Assurant, Inc. US Insurance Services, Inc. FL Insurance Company Wholesale P&C
01/29/10 2010 Moody Insurance Agency, Inc. Smallwood Financial Services CO Independent Agency/Broker Retail EB & Consulting
01/29/10 2010 Novak Insurance Agency, Inc. AmTrust Insurance Agency, Inc. OH Independent Agency/Broker Retail P&C
01/26/10 2010 EAGiL Financial Group, LLC Goebel Insurance Agency Inc. PA Independent Agency/Broker Retail P&C
01/26/10 2010 Norman Spencer McKernan, Inc. Condon & Skelly, Inc. NJ Independent Agency/Broker Retail P&C
01/20/10 2010 Management group Millennium Brokerage Group LLC TN Independent Agency/Broker Retail EB & Consulting
01/19/10 2010 Alliant Insurance Services Almond Valley Insurance Services Inc. CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
01/19/10 2010 Guaranty Insurance Services, Inc. Transwestern Risk & Insurance Management Company TX Independent Agency/Broker Retail P&C
01/15/10 2010 Dawson Companies Quality Benefits Agency, Inc. OH Independent Agency/Broker Retail EB & Consulting
01/15/10 2010 Hanover Insurance Group, Inc. Benchmark Professional Insurance Services, Inc. IL Insurance Company Wholesale P&C
01/14/10 2010 Alltrust Insurance, Inc. Caswell Insurance Services, Inc. FL Independent Agency/Broker Retail P&C
01/06/10 2010 Higginbotham & Associates, Inc. McKinney Insurance Group TX Independent Agency/Broker- Private Capital Backed Retail P&C
01/06/10 2010 Hub International Limited Ogilvy Hill Insurance CA Independent Agency/Broker- Private Capital Backed Retail P&C
01/05/10 2010 Independence Holding Company Alliance Underwriters, LLC (assets of managing general underwriter) Insurance Company Wholesale EB & Consulting
01/05/10 2010 Johnson & Johnson, Inc. Sunbelt General Agency, Inc. AL Independent Agency/Broker Wholesale P&C
01/04/10 2010 Diane M. Hendricks Enterprises, Inc. American Patriot Insurance Agency, Inc. IL Other Buyer Retail P&C
01/01/10 2010 Century Insurance Agency, Inc. Mark Roden Insurance TX Independent Agency/Broker Retail P&C
01/01/10 2010 Esser Hayes Insurance Group, Inc. Spillman & Wotyla, Inc. IL Independent Agency/Broker Retail Multi Line
01/01/10 2010 Frank Crystal & Co., Inc. Gables Financial Group, Inc. FL Independent Agency/Broker Retail EB & Consulting
01/01/10 2010 Hylant Group, Inc. W Group OH Independent Agency/Broker Retail EB & Consulting
01/01/10 2010 Northwest Bancshares, Inc. Veracity Benefit Designs, Inc. NY Bank or Thrift Retail EB & Consulting
01/01/10 2010 Rehmann, LLC Qualified Pension Profit Sharing Consultants, Inc. OH Other Buyer Retail EB & Consulting
01/01/10 2010 Sumner & Sumner, Inc. RL&G Insurance Agency, LLC CT Independent Agency/Broker Retail Multi Line
12/31/09 2009 Archer-Daniels-Midland Company Agriserve, Inc. IL Bank or Thrift Wholesale P&C
12/31/09 2009 Blue Cross and Blue Shield of South Carolina Summit Reinsurance Services, Inc. IN Insurance Company Wholesale EB & Consulting
12/31/09 2009 Breckenridge Insurance Services Rockwood Programs, Inc. (Target Markets Program Administrators Association) DE Independent Agency/Broker Wholesale P&C
12/31/09 2009 Brown & Brown, Inc. Alamo Insurance Group, Inc. TX Public Broker Retail P&C
12/31/09 2009 Brown & Brown, Inc. Feinman Group, LLC PA Public Broker Retail EB & Consulting
12/31/09 2009 Brown & Brown, Inc. Smith Financial Corporation, Inc. IN Public Broker Retail EB & Consulting
12/31/09 2009 Crete Carrier Corporation Transportation Claims, Inc. NE Other Buyer Wholesale P&C
12/31/09 2009 Digital Insurance, Inc. Sexton Benefit Resources, Inc. AZ Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
12/31/09 2009 Hub International Limited Wescom Insurance Services, LLC CA Independent Agency/Broker- Private Capital Backed Retail P&C
12/31/09 2009 IAT Reinsurance Company, Ltd. Bay Area Insurance Services, Inc. PA Insurance Company Retail P&C
12/31/09 2009 Impac Mortgage Holdings, Inc. Undisclosed Seller (title insurance agency) Insurance Company Retail P&C
12/31/09 2009 Minnesota Mutual Companies Inc. Certain insurance agencies Insurance Company
12/31/09 2009 NFP Corp. Institutional Life Administration, LLC Public Broker Retail EB & Consulting
12/31/09 2009 Northeast Delta Dental Combined Services LLC NH Independent Agency/Broker Wholesale EB & Consulting
12/31/09 2009 TowneBank Taylor Johnson Group VA Bank or Thrift Retail P&C
12/29/09 2009 Management group Alliance Insurance Agency, Inc. VA Independent Agency/Broker Retail P&C
12/29/09 2009 Management group NB&T Insurance Agency, Inc. OH Independent Agency/Broker Retail P&C
12/28/09 2009 Capacity Group, Inc. EJA & Associates, Inc. NJ Independent Agency/Broker- Private Capital Backed Retail P&C
12/24/09 2009 Breckenridge Insurance Services Western Pinnacle Insurance Services, Inc. CA Independent Agency/Broker Wholesale P&C
12/21/09 2009 Marsh & McLennan Companies, Inc. NIA Group LLC NJ Public Broker Retail P&C
12/21/09 2009 TRC Stevenson Merritt & McKenzie, Inc. GA Independent Agency/Broker Retail P&C
12/18/09 2009 Marsh & McLennan Companies, Inc. HSBC Insurance Services (USA) Inc. NY Public Broker Retail P&C
12/17/09 2009 Integro, Ltd. William E. Kelly Agency, Inc. NY Independent Agency/Broker- Private Capital Backed Retail P&C
12/17/09 2009 Neace Lukens Hampson Insurance Agency OH Independent Agency/Broker Retail EB & Consulting
12/15/09 2009 Hometown Community Bancorp, Inc. James Unland & Co., Inc. IL Bank or Thrift Retail P&C
12/15/09 2009 United Insurance Group Northeast Bancorp (Mexico Agency business) ME Independent Agency/Broker Retail P&C
12/14/09 2009 Real Estate Disposition, LLC Commerce Title Company TX Other Buyer Retail P&C
12/08/09 2009 Hub International Limited Associated Insurance Managers, Ltd. MT Independent Agency/Broker- Private Capital Backed Retail P&C
12/06/09 2009 Aon Corporation Allied Group Holdings, LLC NY Public Broker Retail P&C
12/01/09 2009 Brown & Brown, Inc. Prime Insurance Group GA Public Broker Retail P&C
12/01/09 2009 Wells Fargo & Company ILeader, LLC FL Bank or Thrift Retail P&C
12/01/09 2009 Wells Fargo & Company Orca Bay Benefits, LLC. WA Bank or Thrift Retail EB & Consulting
11/30/09 2009 Lawson-Hawks Insurance Associates, Inc. J-6 Enterprises, Inc. CA Independent Agency/Broker Retail P&C
11/30/09 2009 Valley National Bancorp Samuel M. Berman Company, Inc. (assets) NY Bank or Thrift Retail P&C
11/24/09 2009 Buckner Company, Inc. Flying J Insurance Services UT Independent Agency/Broker Retail P&C
11/20/09 2009 Bollinger, Inc. Patterson-McKenna Agency, Inc. NJ Independent Agency/Broker- Private Capital Backed Retail P&C
11/12/09 2009 Dean & Draper Insurance Agency, LP Always Safe Insurance Agency, Inc. TX Independent Agency/Broker Retail P&C
11/12/09 2009 Dean & Draper Insurance Agency, LP Wilco Insurance Agency, Inc. TX Independent Agency/Broker Retail P&C
11/12/09 2009 Marsh & McLennan Companies, Inc. Insurance Alliance TX Public Broker Retail P&C
11/02/09 2009 BB&T Corporation Oswald Trippe and Company, Inc. FL Bank or Thrift Retail P&C
11/01/09 2009 Arthur J. Gallagher & Co. Shuford Insurance Agency, Inc. (certain insurance brokerage businesses) Public Broker Retail P&C
11/01/09 2009 Brown & Brown, Inc. Anchor Bay Insurance Managers, Inc. (wholesale insurance accounts) Public Broker Wholesale P&C
10/30/09 2009 Aquesta Bank Oswald, Trippe and Company of the Carolinas, Inc NC Bank or Thrift Retail P&C
10/27/09 2009 Group Benefit Services, Inc. Client First Brokerage Services, Inc. MD Independent Agency/Broker Wholesale EB & Consulting
10/26/09 2009 Aon Corporation Carpenter Moore Insurance Services Inc. NY Public Broker Retail P&C
10/14/09 2009 Tower Group, Inc. AequiCap Services Group, Inc. (renewal rights) FL Insurance Company Wholesale P&C
10/12/09 2009 Florida Doctors Holding Company, LLC Physicians Preferred Insurance Management, LLC Insurance Company Wholesale P&C
10/12/09 2009 Keystone Insurers Group, Inc. Synergy Insurance Group (benefits division) IN Independent Agency/Broker Retail EB & Consulting
10/12/09 2009 New York Long-Term Care Brokers Ltd. Dan Ross Financial Services NY Independent Agency/Broker Wholesale EB & Consulting
10/09/09 2009 Arthur J. Gallagher & Co. Triad Insurance Agency, Inc. HI Public Broker Wholesale P&C
10/09/09 2009 Investor group Avalon Risk Management, Inc. IL Other Buyer Retail P&C
10/07/09 2009 Blue Cross and Blue Shield of South Carolina Intermediary Insurance Services, Inc. CA Insurance Company Wholesale EB & Consulting
10/05/09 2009 Seubert & Associates Inc. Heritage Agency, Inc. PA Independent Agency/Broker Retail P&C
10/02/09 2009 Woodruff-Sawyer & Co. NASDAQ OMX Group, Inc. (western region direct practice of Carpenter Moore Insurance Services Inc.) CA Independent Agency/Broker Retail P&C
10/01/09 2009 Buren Insurance Group, Inc. Padgett-Young & Associates, Inc. OH Independent Agency/Broker Retail P&C
10/01/09 2009 Wells Fargo & Company Sierra Self Insurance Services, LLC CA Bank or Thrift Retail P&C
10/01/09 2009 William Gallagher Associates RPG Insurance Administrators, Inc. MA Independent Agency/Broker Retail P&C
09/30/09 2009 Neace Lukens Insurance First Agency OH Independent Agency/Broker Retail P&C
09/30/09 2009 Open Lending, Inc. Lenders Protection, LLC TX Other Buyer Retail Multi Line
09/25/09 2009 CBIZ, Inc. Meyers Dining, LLC CO Public Broker Retail P&C
09/25/09 2009 CBIZ, Inc. MeyersDining Property & Casualty, LLC CO Public Broker Retail P&C
09/21/09 2009 A.N. Ansay & Associates, Inc. Vincent Group, Inc. WI Independent Agency/Broker Retail P&C
09/18/09 2009 AHM Corporation Holdings, Inc. Adrian N Baker & Co. MO Other Buyer Retail P&C
09/01/09 2009 AF Financial Group (MHC) Royall Cox Northwestern Insurance Services NC Bank or Thrift Retail P&C
09/01/09 2009 AmWINS Group Managing Agency Group Inc. – Employee Benefits CT Independent Agency/Broker- Private Capital Backed Wholesale EB & Consulting
09/01/09 2009 Diane M. Hendricks Enterprises, Inc. Westbrook Financial Services, Inc. IL Other Buyer Retail EB & Consulting
09/01/09 2009 Keenan & Suggs, Inc. Dana Insurance Agency, Inc. SC Independent Agency/Broker Retail P&C
09/01/09 2009 MAG Mutual Insurance Company Select Professional Underwriters, LLC GA Insurance Company Wholesale P&C
09/01/09 2009 National Penn Bancshares, Inc. Milestone Financial Associates, LLC (selected assets and employees) Bank or Thrift Retail EB & Consulting
08/31/09 2009 Brown & Brown, Inc. Roussel & Associates, LLC (Group EB division) Public Broker Retail EB & Consulting
08/31/09 2009 Management group Galloway-Chandler-McKinney Insurance Agency, Inc. MS Independent Agency/Broker Retail P&C