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 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

<- 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
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
08/31/09 2009 Private Investor - Darin Ely Virginia Asset Group, LLC VA Other Buyer Retail P&C
08/19/09 2009 Alleghany Corporation MPP Company, Inc. (assets of Specialty Global Insurance Services) KS Insurance Company Wholesale P&C
08/19/09 2009 EPIC (Edgewood Partners Insurance Center) Metro/Risk, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
08/10/09 2009 Demetriou General Agency, Inc. H. Al Roth Agency, Inc. NY Independent Agency/Broker Wholesale P&C
08/06/09 2009 UMB Financial Corporation Chapman-Sander Insurance Agency MO Bank or Thrift Retail P&C
08/01/09 2009 Cottingham & Butler, Inc. Baker Tilly Employee Benefits, LLC MN Independent Agency/Broker Retail EB & Consulting
08/01/09 2009 NIA Group LLC Undisclosed Seller (two EB companies) NJ Independent Agency/Broker
07/31/09 2009 Members Mutual Holding Company Efinancial, LLC WA Other Buyer Retail Multi Line
07/31/09 2009 Rogers & Gray Insurance Agency, Incorporated E.A. O'Connor Insurance Agency, Inc. MA Independent Agency/Broker Retail P&C
07/30/09 2009 Arthur J. Gallagher & Co. Gresham & Associates, Inc. (Portland, ME and Cranston, RI operations) Public Broker Wholesale P&C
07/28/09 2009 AssuranceAmerica Corporation Hayes Insurance (agency book of business) Insurance Company Retail Multi Line
07/14/09 2009 Pan-American Life Mutual Holding Company USNow, L.P. TX Insurance Company Retail EB & Consulting
07/07/09 2009 McNeary, Inc. Benchmark Agency, Inc. (Hospital & P&C business) Independent Agency/Broker Retail P&C
07/02/09 2009 Hub International Limited Montana Insurance Group MT Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
07/01/09 2009 Brown & Brown, Inc. Camford National Insurance Brokers, LLC NJ Public Broker Wholesale P&C
07/01/09 2009 CBIZ, Inc. EAO Consultants, LLC NJ Public Broker Retail EB & Consulting
07/01/09 2009 Chastain & Associates Insurance Jim Anderson & Co. GA Independent Agency/Broker Retail P&C
07/01/09 2009 Cullen/Frost Bankers, Inc. Insurance Options, Inc. TX Bank or Thrift Retail Multi Line
07/01/09 2009 Geneve Holdings, Inc. GroupLink Inc. IN Other Buyer Wholesale EB & Consulting
07/01/09 2009 Ironshore Inc./Rockwood Programs Inc. Wright & Company VA Insurance Company Wholesale P&C
06/30/09 2009 Ascension Insurance, Inc. Commercial Insurance Group, Inc. NC Independent Agency/Broker- Private Capital Backed Retail P&C
06/30/09 2009 Ascension Insurance, Inc. Haas & Dodd, Inc. GA Independent Agency/Broker- Private Capital Backed Retail P&C
06/30/09 2009 CIA Group Colonial Insurance Agency, Inc. AL Other Buyer Retail P&C
06/30/09 2009 Mutual Insurers Holding Company Human Services Benefits Company MD Insurance Company Retail Multi Line
06/30/09 2009 Private Investor - Barry Lefkowitz AIA-DCAP Corporation PA Other Buyer Retail P&C
06/30/09 2009 QBE Insurance Group Limited SLG Benefits & Insurance, LLC. MA Insurance Company Wholesale EB & Consulting
06/30/09 2009 Undisclosed buyer HCC Insurance Holdings, Inc. (commercial marine agency business) Other Buyer Retail EB & Consulting
06/29/09 2009 Apex Global Partners, Inc. Corrigan-Jordan Insurance Agency Inc. TX Independent Agency/Broker- Private Capital Backed Retail P&C
06/24/09 2009 Undisclosed buyer Affirmative Insurance Holdings, Inc. (Retail Stores/Franchise business) FL Other Buyer Retail P&C
06/23/09 2009 Lawson-Hawks Insurance Associates, Inc. Truckee Insurance Agency CA Independent Agency/Broker Retail P&C
06/18/09 2009 Ascension Insurance, Inc. Personal Insurance Administrators, Inc. CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
06/18/09 2009 Ascension Insurance, Inc. Portal Group Holdings Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
06/18/09 2009 Ascension Insurance, Inc. Renaissance Agencies, Inc. CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
06/09/09 2009 Brower Insurance Agency, LLC Aspen Insurance Associates OH Independent Agency/Broker Retail P&C
06/09/09 2009 Premier Insurance Liberty Mutual Holding Company Inc. (workers compensation policy renewal rights) ID Independent Agency/Broker Retail P&C
06/09/09 2009 Propel Insurance Liberty Mutual Holding Company Inc. (workers compensation policy renewal rights) WA Independent Agency/Broker Retail P&C
06/09/09 2009 Western States Insurance Agency Liberty Mutual Holding Company Inc. (workers compensation policy renewal rights) MT Independent Agency/Broker Retail P&C
06/05/09 2009 American Financial Group, Inc. Aon Corporation (Non Profit and Employment Practices Liability book of business) Insurance Company Wholesale P&C
06/05/09 2009 Venue Re, LLC ZON-Re USA, LLC CT Other Buyer Wholesale P&C
06/01/09 2009 Arthur J. Gallagher & Co. Creative Benefit Solutions, LLC KY Public Broker Retail EB & Consulting
06/01/09 2009 Arthur J. Gallagher & Co. Walker Taylor Agency, Inc. NC Public Broker Retail P&C
06/01/09 2009 Frenkel & Company Inc. Higger & Associates, LLC NY Independent Agency/Broker Retail P&C
06/01/09 2009 Two Rivers Financial Group, Inc. Premium Business Insurance, Inc. IA Bank or Thrift Retail Multi Line
06/01/09 2009 Wells Fargo & Company John Grady Insurance, Inc. NV Bank or Thrift Retail EB & Consulting
05/27/09 2009 Ameriana Bancorp Chapin-Hayworth Insurance Agency, Inc. IN Bank or Thrift Retail P&C
05/27/09 2009 Hub International Limited Rettenmier Benefits Group, Inc. WA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
05/21/09 2009 Hub International Limited Meier Insurance Agency, Inc. WA Independent Agency/Broker- Private Capital Backed Retail P&C
05/20/09 2009 Irving Weber Associates, Inc. Multi-Line Coverage Corporation NY Independent Agency/Broker Retail Multi Line
05/15/09 2009 Atlas Insurance Agency, Inc. Bank of Hawaii Corporation (assets of Bank of Hawaii Insurance Services, Inc.) HI Independent Agency/Broker Retail P&C
05/15/09 2009 Wagner Insurance Agency, Inc. Kettering Insurance Agency OH Independent Agency/Broker Retail P&C
05/12/09 2009 Brown & Brown, Inc. Irving Weber Associates, Inc. NY Public Broker Retail P&C
05/01/09 2009 Arthur J. Gallagher & Co. Nourse Insurance Brokers, Inc. CA Public Broker Retail P&C
05/01/09 2009 Arthur J. Gallagher & Co. Sellers Group, LLC TX Public Broker Retail EB & Consulting
05/01/09 2009 Bollinger, Inc. Gail Steinberg & Co. Inc. NY Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
05/01/09 2009 MEDEX Global Group, Inc. CMI Insurance Worldwide MD Independent Agency/Broker Retail P&C
05/01/09 2009 Private Investors DCAP Group, Inc. (franchise business) Other Buyer Retail P&C
04/28/09 2009 Private Investor - Hector Fortun Hub International Florida, Inc. FL Other Buyer Retail P&C
04/22/09 2009 First American Corporation Cahaba Title, Inc. AL Insurance Company Retail P&C
04/15/09 2009 Summit Partners, L.P. Bliss and Glennon, Inc. CA Other Buyer Wholesale P&C
04/10/09 2009 Brown & Brown, Inc. W.R. Reed & Co. OR Public Broker Retail P&C
04/08/09 2009 Allegacy Federal Credit Union Estate & Business Insurance Services NC Other Buyer Retail EB & Consulting
04/01/09 2009 City Holding Company Dickens & Clark Insurance Agency WV Bank or Thrift Retail P&C
04/01/09 2009 Teachers Credit Union KL Benefits IN Other Buyer Retail EB & Consulting
04/01/09 2009 Wells Fargo & Company North Coast Surety Insurance Services, Inc. CA Bank or Thrift Retail P&C
03/31/09 2009 Knight Crockett Miller Insurance Group Undisclosed Seller (insurance business) OH Independent Agency/Broker
03/31/09 2009 Scirocco Group Inc. Slapin-Lieb & Co. NJ Independent Agency/Broker Retail P&C
03/31/09 2009 Undisclosed buyer Arthur J. Gallagher & Co. (small books of business) Other Buyer Retail P&C
03/27/09 2009 Higginbotham & Associates, Inc. Key & Piskuran Insurance Agency, LLC TX Independent Agency/Broker Retail P&C
03/27/09 2009 NII BSA, LLC Barry Scott Agency/Accurate Agency NY Other Buyer Retail P&C
03/13/09 2009 FedFirst Financial Corporation (MHC) Allsurance Insurance Agency PA Bank or Thrift Retail P&C
03/12/09 2009 Insurance Specialty Group, LLC WASTEPAC Risk Purchasing Group, Inc. NY Independent Agency/Broker Retail P&C
03/05/09 2009 AmWINS Group 2 medical stop loss wholesalers Independent Agency/Broker- Private Capital Backed
03/05/09 2009 AmWINS Group National Insurance Wholesalers TX Independent Agency/Broker- Private Capital Backed Wholesale EB & Consulting
03/02/09 2009 53 Group Holdings, Inc. Harbor Insurance Agency & Florida Consolidated Agency FL Independent Agency/Broker Retail P&C
03/02/09 2009 Brown & Brown, Inc. One Source Insurance, Inc. IN Public Broker Retail EB & Consulting
03/02/09 2009 LTC Global Solutions, Inc. William L. McAree Insurance Agency, Inc. MA Independent Agency/Broker Retail EB & Consulting
03/02/09 2009 Marsh & McLennan Companies, Inc. John B. Collins Associates, Inc. MN Public Broker Retail P&C
03/01/09 2009 Cullen/Frost Bankers, Inc. Undisclosed Seller (insurance agency) TX Bank or Thrift
03/01/09 2009 INSURICA Insurance Management Network Risk Services of Arkansas, LLC AR Independent Agency/Broker Retail P&C
02/27/09 2009 AA Insurance Center AssuranceAmerica Corporation (agency book of business) Independent Agency/Broker Wholesale P&C
02/27/09 2009 Evolution Capital Partners, LLC Accurate Group, LLC NC Other Buyer Retail P&C
02/27/09 2009 Pelican General Agency, Inc. Insurance Network Services, LLC MS Independent Agency/Broker Wholesale P&C
02/27/09 2009 Physicians Healthcare Management Group, Inc. Phyhealth Underwriters, Inc. Other Buyer Wholesale P&C
02/27/09 2009 Undisclosed buyer InsuranCenter Corp. of Alpena MI Other Buyer Retail P&C
02/27/09 2009 Wells Fargo & Company BridgeStreet Consulting & Insurance Services, Inc. CA Bank or Thrift Retail EB & Consulting
02/26/09 2009 AssuranceAmerica Corporation First Choice Insurance, LLC (assets) GA Insurance Company Retail Multi Line
02/20/09 2009 eHealth, Inc. Health Benefits Direct Corporation (Telesales call center produced agency business) Other Buyer Retail EB & Consulting
02/17/09 2009 Northeast Bancorp Goodrich Insurance Associates, Inc. ME Bank or Thrift Retail P&C
02/14/09 2009 Undisclosed Buyer Woodard Walker Insurance Agency, Inc. LA Other Buyer Retail P&C
02/13/09 2009 Beazley Group, Plc First State Management Group, Inc. MA Insurance Company Wholesale P&C
02/11/09 2009 Primary Group, Ltd. Underwriters & Brokers Inc. MI Independent Agency/Broker Wholesale P&C
02/10/09 2009 Arthur J. Gallagher & Co. Fidelity Benefits & Insurance Services TX Public Broker Retail EB & Consulting
01/31/09 2009 Hix Insurance Associates, Inc. Meyers Dining, LLC (PL division) CO Independent Agency/Broker Retail P&C
01/31/09 2009 Independence Holding Company Wisconsin Underwriting Associates, LLC WI Insurance Company Wholesale EB & Consulting
01/31/09 2009 Southeastern U.S. Insurance, Inc. Employers WorkComp, LP (selected assets & liabilities) Insurance Company Wholesale P&C
01/30/09 2009 EPIC (Edgewood Partners Insurance Center) VRT Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
01/29/09 2009 Diablo Valley Insurance Agency, Inc. Gingrich Insurance Brokers, Inc. CA Independent Agency/Broker Retail P&C
01/29/09 2009 Eastern Bank Corporation Rosemary Walker Insurance Agency, Inc. MA Bank or Thrift Retail P&C
01/29/09 2009 Warranty Title Agency LLC Attorneys Title Agency LLC Independent Agency/Broker Retail P&C
01/22/09 2009 Hub International Limited Liberty Mutual Holding Company Inc. (renewal rights) Independent Agency/Broker- Private Capital Backed Retail P&C
01/22/09 2009 UMB Financial Corporation E.G. Lee & Company Insurance Services, Inc. (health spending accounts/(HSA/MSA)) Bank or Thrift Retail EB & Consulting
01/22/09 2009 USI Holdings Corporation Liberty Mutual Holding Company Inc. (renewal rights of northeastern middle market P&C business) Independent Agency/Broker- Private Capital Backed Retail P&C
01/21/09 2009 Arthur J. Gallagher & Co. Liberty Mutual Holding Company Inc. (renewal rights) Public Broker Retail P&C
01/21/09 2009 Mitsubishi UFJ Financial Group, Inc. Colt Park Agency, Inc. MI Bank or Thrift Retail P&C
01/20/09 2009 Citadel Reinsurance Company Limited Arthur J. Gallagher & Co. (reinsurance run-off business) Insurance Company Retail P&C
01/16/09 2009 Ascension Insurance, Inc. Dennis Bartlett Agency FL Independent Agency/Broker- Private Capital Backed Retail P&C
01/16/09 2009 Bradley & Parker, Inc. Profile Coverage Corp. NY Independent Agency/Broker Retail P&C
01/14/09 2009 Higginbotham & Associates, Inc. Sun Belt Insurance and Associates, Inc. TX Independent Agency/Broker Retail P&C
01/12/09 2009 Glatfelter Insurance Group Professional Underwriters PA Independent Agency/Broker Wholesale P&C
01/08/09 2009 Investor group Penn Millers Mutual Holding Co. (assets of Eastern Insurance Group Inc.) PA Other Buyer Retail P&C
01/08/09 2009 KPD Insurance, Inc. Jones, Kendall & Sauer, Inc. OR Independent Agency/Broker Retail P&C
01/07/09 2009 Bearence Management Group T. C. Field & Company MN Independent Agency/Broker Retail P&C