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 |
|---|---|---|---|---|---|---|---|---|
| 09/24/08 | 2008 | Confie Seguros Insurance Services | West Coast Auto Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/23/08 | 2008 | Business Benefits | Hammerlein Garner Insurance Agency, LLC | KY | Independent Agency/Broker | Retail | P&C | |
| 09/12/08 | 2008 | Hub International Limited | Pickett & Adams Insurance Agency, Inc. | AL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 09/11/08 | 2008 | Prudential Financial, Inc. | MullinTBG Insurance Agency Services, LLC | CA | Insurance Company | Retail | EB & Consulting | |
| 09/11/08 | 2008 | Wells Fargo & Company | Herder - Tarricone Associates | NJ | Bank or Thrift | Retail | P&C | |
| 09/09/08 | 2008 | Hub International Limited | Fredricksen Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 09/09/08 | 2008 | Wells Fargo & Company | Professional Benefits Associates, LLC | NC | Bank or Thrift | Retail | EB & Consulting | |
| 09/08/08 | 2008 | Argo Group International Holdings, Ltd. | Insight Insurance Services, Inc. | IL | Insurance Company | Wholesale | P&C | |
| 09/08/08 | 2008 | Comegys Insurance Agency, Inc. | Jakhotia Insurance Group | FL | Independent Agency/Broker | Retail | P&C | |
| 09/05/08 | 2008 | LTC Global Solutions, Inc. | United Insurance Group Agency, Inc. | MI | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/04/08 | 2008 | Hub International Limited | Arnold & Associates, Inc. | AZ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 09/03/08 | 2008 | Wells Fargo & Company | Char Clark & Associates, Inc. | WA | Bank or Thrift | Retail | EB & Consulting | |
| 09/02/08 | 2008 | BB&T Corporation | Southern Risk Operations, L.L.C. | SC | Bank or Thrift | Wholesale | P&C | |
| 09/01/08 | 2008 | Arthur J. Gallagher & Co. | California Insurance Center, Inc. | CA | Public Broker | Retail | P&C | |
| 09/01/08 | 2008 | Arthur J. Gallagher & Co. | Olney Associates Inc. | MA | Public Broker | Retail | EB & Consulting | |
| 09/01/08 | 2008 | Arthur J. Gallagher & Co. | Summit Insurance Group | TX | Public Broker | Retail | EB & Consulting | |
| 09/01/08 | 2008 | BB&T Corporation | Commercial Title Group, Inc. | VA | Bank or Thrift | Retail | P&C | |
| 09/01/08 | 2008 | Hilb Rogal & Hobbs Company | G.A. Pearson and Associates Insurance Brokers, Inc. | CA | Public Broker | Retail | P&C | |
| 09/01/08 | 2008 | VIST Financial Corp. | Fisher Benefits Consulting | PA | Bank or Thrift | Retail | EB & Consulting | |
| 08/31/08 | 2008 | Evans Bancorp, Inc. | Fitzgerald Insurance Agency | NY | Bank or Thrift | Retail | P&C | |
| 08/31/08 | 2008 | Higginbotham & Associates, Inc. | Madison Benefits Group, Inc. | TX | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/31/08 | 2008 | Investor group | Hayward Brown - Flagler, Inc. | FL | Other Buyer | |||
| 08/29/08 | 2008 | Arthur J. Gallagher & Co. | Private Investor - Christopher M. Miller (Gallagher Healthcare Insurance Services of Kansas City, LLC) | MO | Public Broker | Retail | P&C | |
| 08/29/08 | 2008 | Hallmark Financial Services, Inc. | Heath Group | NJ | Insurance Company | Wholesale | P&C | |
| 08/29/08 | 2008 | National Penn Bancshares, Inc. | Badger Financial Consultants | PA | Bank or Thrift | |||
| 08/29/08 | 2008 | Odyssey Re Holdings Corp. | CropUSA Insurance Agency, Inc. | ID | Insurance Company | Wholesale | P&C | |
| 08/22/08 | 2008 | ClearBenefits, Inc. | BISNet, Inc. | CA | Other Buyer | Retail | EB & Consulting | |
| 08/22/08 | 2008 | Donegal Mutual Insurance Company | Conestoga Financial Corporation | PA | Insurance Company | Wholesale | P&C | |
| 08/18/08 | 2008 | Brown & Brown, Inc. | Advanced Insurance Concepts, Inc. | PA | Public Broker | Wholesale | EB & Consulting | |
| 08/18/08 | 2008 | Pentegra Retirement Services | RSG Insurance Agency, Inc. | NY | Other Buyer | Retail | EB & Consulting | |
| 08/15/08 | 2008 | Cherry Creek Insurance Agency, Inc. | Hanes Hathaway Inc | MT | Independent Agency/Broker | Retail | P&C | |
| 08/12/08 | 2008 | Brown & Brown, Inc. | Reed Brothers Insurance Group, Inc. | KY | Public Broker | Retail | P&C | |
| 08/12/08 | 2008 | Wells Fargo & Company | Martin Financial/ Insurance Services | CA | Bank or Thrift | Retail | EB & Consulting | |
| 08/08/08 | 2008 | Brown & Brown, Inc. | Burt & Associates Benefit Planning, Inc. | IN | Public Broker | Retail | EB & Consulting | |
| 08/05/08 | 2008 | Fidelity National Financial, Inc. | Mercury Companies Inc. (Colorado title insurance operations) | CO | Insurance Company | Retail | P&C | |
| 08/05/08 | 2008 | National Investment Managers, Inc. | Retirement & Employee Benefit Services Inc. | CT | Other Buyer | |||
| 08/01/08 | 2008 | Apex Global Partners, Inc. | Benefit Partners, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 08/01/08 | 2008 | Arthur J. Gallagher & Co. | Wm. W. George & Associates, Inc. | TX | Public Broker | Retail | P&C | |
| 08/01/08 | 2008 | Brown & Brown, Inc. | Fullerton & Company, Inc. | OR | Public Broker | Retail | P&C | |
| 08/01/08 | 2008 | Eastern Bank Corporation | Kittredge Insurance Agency, Inc. | MA | Bank or Thrift | Retail | P&C | |
| 08/01/08 | 2008 | ISU Insurance Services of San Francisco, Inc. | Fourth Street Park, Inc. | CA | Independent Agency/Broker | |||
| 08/01/08 | 2008 | John O. Bronson Co. | Lauer Benefits Group | CA | Independent Agency/Broker | |||
| 08/01/08 | 2008 | Liberty Company Insurance Brokers | ISU Marble Insurance Agency | CA | Independent Agency/Broker | |||
| 08/01/08 | 2008 | Risk Strategies Company, LLC | Blaich Associates, Inc. | NY | Independent Agency/Broker | Retail | P&C | |
| 07/31/08 | 2008 | Assurant, Inc. | Signal Holdings, LLC | PA | Insurance Company | Retail | P&C | |
| 07/31/08 | 2008 | Brown & Brown, Inc. | Great Lakes Risk Management, Inc. | OH | Public Broker | Retail | EB & Consulting | |
| 07/31/08 | 2008 | First Community Bancshares, Inc. | REL Insurance Services, Inc. | NC | Bank or Thrift | Retail | Multi Line | |
| 07/30/08 | 2008 | BB&T Corporation | Puckett Scheetz & Hogan Insurance Agency, Inc. | SC | Bank or Thrift | Retail | P&C | |
| 07/30/08 | 2008 | White Mountains Insurance Group, Ltd. | Answer Financial Inc. | CA | Insurance Company | Retail | P&C | |
| 07/24/08 | 2008 | Gunn Mowery, LLC | Community Banks Insurance Services, LLC | PA | Independent Agency/Broker | Retail | P&C | |
| 07/23/08 | 2008 | H.I.G. Capital LLC | AmerisourceBergen Corporation (PMSI) | FL | Other Buyer | Retail | P&C | |
| 07/17/08 | 2008 | Global Risk Holdings, LLC | Express Personnel Services, Inc. (Tallahassee divisional assets) | FL | Other Buyer | Retail | P&C | |
| 07/16/08 | 2008 | Keenan and Associates | Walker & Associates | CA | Independent Agency/Broker | Retail | P&C | |
| 07/15/08 | 2008 | Alternative Service Concepts, LLC | Express Personnel Services, Inc. (book of business) | Independent Agency/Broker | Wholesale | Multi Line | ||
| 07/14/08 | 2008 | Golden Gate Capital | National Warranty Corporation | OR | Other Buyer | Retail | P&C | |
| 07/11/08 | 2008 | SeaBright Insurance Holdings, Inc. | Black/White Group (3 entities) | Insurance Company | Wholesale | P&C | ||
| 07/08/08 | 2008 | Warner Pacific Insurance Services Inc. | WellPoint, Inc. (non-WellPoint carrier contracts) | Independent Agency/Broker | Wholesale | EB & Consulting | ||
| 07/08/08 | 2008 | Wells Fargo & Company | American Med-Scan, Inc. | IN | Bank or Thrift | Retail | EB & Consulting | |
| 07/07/08 | 2008 | Hub International Limited | United Benefit Consulting, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 07/03/08 | 2008 | NBT Bancorp Inc. | Mang Insurance Agency LLC | NY | Bank or Thrift | Retail | P&C | |
| 07/02/08 | 2008 | Beacon Bancorp | Farrell Backlund Insurance Agency, LLC | MA | Bank or Thrift | Retail | P&C | |
| 07/02/08 | 2008 | BenefitMall | BenefitPort Southwest | TX | Independent Agency/Broker | Wholesale | EB & Consulting | |
| 07/01/08 | 2008 | Arrow Financial Corporation | U.S. Benefits, Inc. (operating assets) | NY | Bank or Thrift | Retail | EB & Consulting | |
| 07/01/08 | 2008 | Arthur J. Gallagher & Co. | Gale Smith & Co. | TN | Public Broker | Retail | P&C | |
| 07/01/08 | 2008 | Assurance Investment Partners | Arison Insurance Services, Inc. | KY | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/01/08 | 2008 | Brown & Brown, Inc. | Taylor Benefit Services Inc. | GA | Public Broker | Retail | P&C | |
| 07/01/08 | 2008 | Cullen/Frost Bankers, Inc. | Seeberger Insurance Associates, Inc. | TX | Bank or Thrift | Retail | EB & Consulting | |
| 07/01/08 | 2008 | Dacotah Banks, Inc. | Wingert Insurance Agency | SD | Bank or Thrift | Retail | EB & Consulting | |
| 07/01/08 | 2008 | Golden Gate Capital | Payment Insured Plan, Inc. | OR | Other Buyer | Retail | P&C | |
| 07/01/08 | 2008 | LTC Global Solutions, Inc. | American Insurance Agency, Inc. | TN | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/01/08 | 2008 | Peel & Holland Financial Group | McNutt Insurance Inc. | KY | Independent Agency/Broker | |||
| 07/01/08 | 2008 | Peninsula General Insurance Agency | Liberty Company Insurance Brokers (assets of Los Angeles, CA location) | CA | Independent Agency/Broker | |||
| 07/01/08 | 2008 | Pinnacle Financial Partners, Inc. | Beach & Gentry Insurance Agency, LLC | TN | Bank or Thrift | Retail | P&C | |
| 07/01/08 | 2008 | QBE Insurance Group Limited | S.I.U., LLC | CA | Insurance Company | |||
| 06/30/08 | 2008 | Digital Insurance, Inc. | 16 agencies or blocks of their accounts | Independent Agency/Broker- Private Capital Backed | ||||
| 06/30/08 | 2008 | Investor group | Banc Insurance Services, Inc. | MA | Other Buyer | |||
| 06/24/08 | 2008 | USI Holdings Corporation | 4B Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | |||
| 06/23/08 | 2008 | BEN-E-LECT | Affiliate Healthcare Administrators, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/23/08 | 2008 | OneBeacon Insurance Group, Ltd. | Entertainment Brokers International Insurance Services LLC | CA | Insurance Company | Wholesale | P&C | |
| 06/11/08 | 2008 | Brown & Brown, Inc. | Alpha Benefits Group, Inc. | PA | Public Broker | Retail | EB & Consulting | |
| 06/09/08 | 2008 | Odyssey Re Holdings Corp. | Hooghuis Group LLC | NY | Insurance Company | Wholesale | P&C | |
| 06/07/08 | 2008 | Willis Group Holdings Limited | Hilb Rogal & Hobbs Company | VA | Public Broker | Retail | P&C | |
| 06/06/08 | 2008 | Brown & Brown, Inc. | Dill, Joyce & Thresher, Inc. | CT | Public Broker | Retail | P&C | |
| 06/06/08 | 2008 | Brown & Brown, Inc. | Edward J. Kernan & Company, Incorporated | CT | Public Broker | Retail | P&C | |
| 06/05/08 | 2008 | Bearence Management Group | Rosenbloom & Rosenbloom | MN | Independent Agency/Broker | Retail | P&C | |
| 06/04/08 | 2008 | QBE Insurance Group Limited | Deep South Holding, L.P. | TX | Insurance Company | Wholesale | P&C | |
| 06/03/08 | 2008 | Hub International Limited | Nett & Champion Insurance Services | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 06/02/08 | 2008 | Warner Pacific Insurance Services Inc. | Price Associates Insurance Services Inc. | CA | Independent Agency/Broker | Wholesale | EB & Consulting | |
| 06/01/08 | 2008 | Arthur J. Gallagher & Co. | Lance Group, LLC | NJ | Public Broker | Retail | EB & Consulting | |
| 06/01/08 | 2008 | Arthur J. Gallagher & Co. | Voluntary Benefits Solutions LLC | MI | Public Broker | Retail | EB & Consulting | |
| 06/01/08 | 2008 | Brown & Brown, Inc. | HBA Insurance Group, Inc. | FL | Public Broker | Retail | P&C | |
| 06/01/08 | 2008 | NIA Group LLC | Taylor Financial Services Group Inc. | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 05/30/08 | 2008 | Brown & Brown, Inc. | DeBock & Muth Insurance Agency Inc. | CA | Public Broker | Retail | P&C | |
| 05/30/08 | 2008 | High Point Bank Corporation | Robins & Weill Inc. | NC | Bank or Thrift | Retail | P&C | |
| 05/27/08 | 2008 | Eastern Bank Corporation | Anderson Insurance Services Inc. | MA | Bank or Thrift | Retail | P&C | |
| 05/23/08 | 2008 | Cherry Creek Insurance Agency, Inc. | Gaspar-Jones & Associates Inc. | CO | Independent Agency/Broker | Retail | P&C | |
| 05/20/08 | 2008 | Lockton, Inc. | Schwander Insurance Services, LLC | CO | Independent Agency/Broker | Retail | P&C | |
| 05/19/08 | 2008 | Alliant Insurance Services | Clearpoint LP | WA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/16/08 | 2008 | Arthur J. Gallagher & Co. | Robert Petree Insurance Services | CA | Public Broker | Retail | EB & Consulting | |
| 05/16/08 | 2008 | First Community Bancshares, Inc. | Allgood Insurance | NC | Bank or Thrift | Retail | P&C | |
| 05/12/08 | 2008 | Express Personnel Services, Inc. | Unisource Administrators, Inc. | FL | Other Buyer | Wholesale | EB & Consulting | |
| 05/07/08 | 2008 | USI Holdings Corporation | KD Benefits Insurance Brokerage, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/05/08 | 2008 | AmWINS Group | Beacon Risk Strategies | WA | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 05/05/08 | 2008 | LTC Global Solutions, Inc. | Insurance Producers Alliance of America Inc. | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 05/01/08 | 2008 | Arthur J. Gallagher & Co. | RSI | NJ | Public Broker | Retail | EB & Consulting | |
| 05/01/08 | 2008 | Arthur J. Gallagher & Co. | Specialty Risk Inc. | MO | Public Broker | Retail | P&C | |
| 05/01/08 | 2008 | Arthur J. Gallagher & Co. | Steves Financial Group, Inc. | TX | Public Broker | Retail | P&C | |
| 05/01/08 | 2008 | Atlantic Specialty Lines, Inc. | ESL, Inc. | PA | Independent Agency/Broker | Wholesale | P&C | |
| 05/01/08 | 2008 | Brown & Brown, Inc. | Nathan Stone Insurance Agency, Inc. | CA | Public Broker | Retail | P&C | |
| 05/01/08 | 2008 | Northwest Farm Credit Services, ACA | Columbia Insurance Associates, Inc. | WA | Bank or Thrift | |||
| 05/01/08 | 2008 | Tompkins Financial Corporation | Robert G. Relph Comprehensive Brokerage Services, Inc. | NY | Bank or Thrift | |||
| 04/30/08 | 2008 | Münchener Rückversicherungs-Gesellschaft | Roanoke Companies, Inc. | IL | Insurance Company | Wholesale | P&C | |
| 04/22/08 | 2008 | BB&T Corporation | UnionBanc Insurance Services, Inc. | CA | Bank or Thrift | Retail | P&C | |
| 04/17/08 | 2008 | Eastern Bank Corporation | Macintyre, Fay & Thayer Insurance Agency, Inc. | MA | Bank or Thrift | Retail | P&C | |
| 04/15/08 | 2008 | American Independence Corp. | Insurance Producers Group of America, Inc. | TX | Insurance Company | Wholesale | EB & Consulting | |
| 04/14/08 | 2008 | McCarthy Group, LLC | Bearence Management Group | IA | Other Buyer | Retail | P&C | |
| 04/11/08 | 2008 | RenaissanceRe Holdings Ltd. | Agro National, LLC. | IA | Insurance Company | Wholesale | P&C | |
| 04/10/08 | 2008 | First Financial Holdings, Inc. | Somers-Pardue Agency Inc. | NC | Bank or Thrift | Retail | P&C | |
| 04/04/08 | 2008 | Brown & Brown, Inc. | Big Sky Underwriters, Inc. | MT | Public Broker | Wholesale | P&C | |
| 04/04/08 | 2008 | Venbrook Group, LLC | Doell & Associates, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 04/02/08 | 2008 | USI Holdings Corporation | Special Risk Consultants, Inc. | PA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 04/01/08 | 2008 | American Independence Corp. | Voorhees Risk Management, LLC | NJ | Insurance Company | Wholesale | EB & Consulting | |
| 04/01/08 | 2008 | Arthur J. Gallagher & Co. | Life Insurance Strategies | FL | Public Broker | Retail | EB & Consulting | |
| 04/01/08 | 2008 | BB&T Corporation | Premier Benefits Group | GA | Bank or Thrift | Retail | EB & Consulting | |
| 04/01/08 | 2008 | First Merchants Corporation | Patishall Insurance Agency, Inc. | IN | Bank or Thrift | |||
| 04/01/08 | 2008 | Haughn & Associates Inc | G&G Insurance Agency | OH | Independent Agency/Broker | Retail | P&C | |
| 04/01/08 | 2008 | Markel Corporation | Specialized Insurance, Inc. | NE | Insurance Company | Wholesale | P&C | |
| 04/01/08 | 2008 | SEFCU | Schoharie Valley Agencies Inc. | NY | Other Buyer | |||
| 04/01/08 | 2008 | White Mountains Insurance Group, Ltd. | Answer Financial Inc. | CA | Insurance Company | Retail | P&C | |
| 04/01/08 | 2008 | Wright Group Services | Redstone Benefit Systems, Inc. | CO | Independent Agency/Broker | Retail | EB & Consulting | |
| 03/31/08 | 2008 | Bollinger, Inc. | Bollinger, Inc. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/31/08 | 2008 | Brown & Brown, Inc. | Powers & Effler Insurance Brokers, Inc. | CA | Public Broker | Retail | P&C | |
| 03/31/08 | 2008 | Management of Employers Select Plan Agency Inc. | Employers Select Plan Agency, Inc. | OH | Independent Agency/Broker | Wholesale | EB & Consulting | |
| 03/31/08 | 2008 | Medical Mutual of Ohio | ESP Brokerage Holdco, LLC | Insurance Company | Wholesale | EB & Consulting | ||
| 03/31/08 | 2008 | NFP Corp. | Undisclosed Seller (eight EB firms) | Public Broker | ||||
| 03/31/08 | 2008 | Undisclosed buyer | Arthur J. Gallagher & Co. (small books of business) | Other Buyer | Retail | P&C | ||
| 03/15/08 | 2008 | Third party title insurance agency | Financial Assurance Services' title insurance agency business | Independent Agency/Broker | Retail | P&C | ||
| 03/12/08 | 2008 | EPIC (Edgewood Partners Insurance Center) | Kelley & Swain, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/11/08 | 2008 | Global Risk Holdings, LLC | North American Risk Services, Inc. | FL | Other Buyer | Retail | P&C | |
| 03/10/08 | 2008 | Hub International Limited | Flynn Insurance Agency | MT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 03/10/08 | 2008 | Philadelphia Consolidated Holding Corp. | Gillingham & Associates Inc. | CO | Insurance Company | Wholesale | P&C | |
| 03/05/08 | 2008 | USI Holdings Corporation | Corporate Planning Systems LLC | WA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 03/03/08 | 2008 | Brown & Brown, Inc. | W.J. Fowler & Company | NC | Public Broker | Retail | EB & Consulting | |
| 03/02/08 | 2008 | IBERIABANK Corporation | American Abstract and Title Company, Inc. | AR | Bank or Thrift | Retail | P&C | |
| 03/01/08 | 2008 | Argo Group International Holdings, Ltd. | Massamont Insurance Agency Inc. | MA | Insurance Company | Wholesale | P&C | |
| 03/01/08 | 2008 | Arthur J. Gallagher & Co. | Bankers Financial Benefits | OK | Public Broker | Retail | EB & Consulting | |
| 03/01/08 | 2008 | Arthur J. Gallagher & Co. | Healthcare Risk Solutions, LLC | PA | Public Broker | Retail | P&C | |
| 03/01/08 | 2008 | Arthur J. Gallagher & Co. | Providium Consulting Group, LLC | NY | Public Broker | Retail | EB & Consulting | |
| 03/01/08 | 2008 | J. Smith Lanier & Co. | Insuramerica Aviation, Inc. | GA | Independent Agency/Broker | Retail | P&C | |
| 03/01/08 | 2008 | Southwest Insurance Partners, Inc. | Southwest Risk, LP | TX | Independent Agency/Broker | Wholesale | P&C | |
| 02/29/08 | 2008 | Old Republic International Corporation | American-First Abstract Company | OK | Insurance Company | Retail | P&C | |
| 02/28/08 | 2008 | BB&T Corporation | Burkey Risk Services | FL | Bank or Thrift | Retail | P&C | |
| 02/27/08 | 2008 | Doral Financial Corporation | Citigroup Inc. (CitiSeguros PR Retail Bank insurance portfolio) | PR | Bank or Thrift | Retail | P&C | |
| 02/22/08 | 2008 | Aon Corporation | Gallagher Re's U.S. and U.K. reinsurance brokerage bus | Public Broker | Retail | P&C | ||
| 02/22/08 | 2008 | Brown & Brown, Inc. | Franchise Insurance Agency Inc. (Subway® Franchisee accounts) | Public Broker | Retail | P&C | ||
| 02/14/08 | 2008 | 473 Broadway Holding Corporation | Amsure Associates Inc. | NY | Bank or Thrift | Retail | Multi Line | |
| 02/14/08 | 2008 | Live Oak Bancshares Corporation | HMW Title Research, Inc. | TX | Bank or Thrift | Retail | P&C | |
| 02/08/08 | 2008 | American Safety Insurance Holdings, Ltd. | LTC Companies | OH | Insurance Company | Retail | EB & Consulting | |
| 02/08/08 | 2008 | Delek Group Ltd. | Four Corners Insurance Services, Inc. | AZ | Other Buyer | Wholesale | P&C | |
| 02/07/08 | 2008 | Higginbotham & Associates, Inc. | Allred-Thompson-Mason-Daugherty Insurance Agency | TX | Independent Agency/Broker | Retail | P&C | |
| 02/05/08 | 2008 | Baldwin Connelly Group | Carlisle, Fields & Company, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 02/05/08 | 2008 | Bicknell Family Holding Company | Power Group Companies | KS | Insurance Company | Retail | Multi Line | |
| 02/04/08 | 2008 | BancorpSouth, Inc. | Joe Max Green / Insurance Concepts Insurance Agency Inc. | TX | Bank or Thrift | Retail | P&C | |
| 02/04/08 | 2008 | Hub International Limited | Scheer’s Inc. | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/04/08 | 2008 | IMA Financial Group, Inc. | R. A. Stough Llc | TX | Independent Agency/Broker | Wholesale | P&C | |
| 02/01/08 | 2008 | Arthur J. Gallagher & Co. | Commonwealth Consulting Group, Inc. | PA | Public Broker | Retail | EB & Consulting | |
| 02/01/08 | 2008 | Arthur J. Gallagher & Co. | Doeren Mayhew Risk Management, LLC | MI | Public Broker | Retail | P&C | |
| 02/01/08 | 2008 | Arthur J. Gallagher & Co. | Leicht General Agency | TX | Public Broker | Wholesale | P&C | |
| 02/01/08 | 2008 | Arthur J. Gallagher & Co. | Splinter Group, Inc. | IL | Public Broker | Retail | P&C | |
| 02/01/08 | 2008 | Arthur J. Gallagher & Co. | Taylor Benefits, LLC | UT | Public Broker | Retail | EB & Consulting | |
| 02/01/08 | 2008 | CBIZ, Inc. | NAIS, Inc. | MD | Public Broker | Retail | P&C | |
| 02/01/08 | 2008 | Cordova Insurance Center, Inc. | Hall & Associates Insurance Services | CA | Independent Agency/Broker | Retail | P&C | |
| 02/01/08 | 2008 | Treiber Group, The | Business Insurance Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | |
| 02/01/08 | 2008 | USI Holdings Corporation | Webster Insurance, Inc. | CT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 02/01/08 | 2008 | Wells Fargo & Company | Insurance Brokers of America | MO | Bank or Thrift | Retail | P&C | |
| 01/31/08 | 2008 | FIRSTPLUS Financial Group, Inc. | Premier Group LLC | FL | Other Buyer | Retail | P&C | |
| 01/31/08 | 2008 | HBK Investments L.P. | NECC | Insurance Company | Wholesale | P&C | ||
| 01/31/08 | 2008 | Mesirow Financial Holdings, Inc. | Undisclosed Seller (insurance customer list) | Other Buyer | ||||
| 01/31/08 | 2008 | Stone Point Capital LLC | Tennant Risk Services Insurance Agency LLC | CT | Other Buyer | Wholesale | P&C | |
| 01/30/08 | 2008 | First Manitowoc Bancorp, Inc. | Insurance Associates of Green Bay, Inc. | WI | Bank or Thrift | Retail | P&C | |
| 01/29/08 | 2008 | Hilb Rogal & Hobbs Company | Talty Insurance Agency, Inc. | CO | Public Broker | Retail | P&C | |
| 01/24/08 | 2008 | Ascension Insurance, Inc. | Pan American Underwriters Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/24/08 | 2008 | Barney & Barney LLC | Saylor & Hill Company | CA | Independent Agency/Broker | Retail | P&C | |
| 01/24/08 | 2008 | Brown & Brown, Inc. | LDP Consulting Group, Inc. | NJ | Public Broker | Retail | EB & Consulting | |
| 01/23/08 | 2008 | Brown & Brown, Inc. | Diversified Insurance Brokerage Group Inc | IN | Public Broker | Retail | EB & Consulting | |
| 01/22/08 | 2008 | Baldwin Connelly Group | Nichols Insurance Associates, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 01/22/08 | 2008 | Rock Holdings Inc | TransUnion Title & Escrow of California Inc. | CA | Other Buyer | Retail | P&C | |
| 01/18/08 | 2008 | National City Corporation | Master Consulting Group | OH | Bank or Thrift | |||
| 01/18/08 | 2008 | Norman Spencer McKernan, Inc. | Pavement Maintenance Insurance Agency, Inc. | NY | Independent Agency/Broker | Wholesale | P&C | |
| 01/16/08 | 2008 | AssuranceAmerica Corporation | Alabama One Stop, LLC | AL | Insurance Company | Wholesale | P&C | |
| 01/16/08 | 2008 | BB&T Corporation | Savannah Reinsurance Underwriting Management LLC | CT | Bank or Thrift | Wholesale | P&C | |
| 01/15/08 | 2008 | Thorbahn Associates | Crosby Benefit Systems Inc. Insurance Division | MA | Other Buyer | Retail | EB & Consulting | |
| 01/14/08 | 2008 | Confie Seguros Insurance Services | Westline Corporation | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/11/08 | 2008 | Kinloch Holdings, Inc. | Olympic Agency, Inc. | NJ | Independent Agency/Broker | Retail | P&C | |
| 01/08/08 | 2008 | Beecher Carlson Holdings Inc. | Alliance Insurance Group | AZ | Independent Agency/Broker | Wholesale | P&C | |
| 01/07/08 | 2008 | Ascension Insurance, Inc. | Bryant Wharton & Associates | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/07/08 | 2008 | Hilb Rogal & Hobbs Company | Integrated Group Benefits | MD | Public Broker | Retail | EB & Consulting | |
| 01/07/08 | 2008 | Hub International Limited | Lenhardt Insurance Agency, Inc. | MT | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 01/07/08 | 2008 | Skelton & Carnegie Insurance Specialty Corp. | All Sure Company | IN | Independent Agency/Broker | Wholesale | P&C | |
| 01/02/08 | 2008 | Brown & Brown, Inc. | Turner & Associates Insurance Agency, Inc. | OK | Public Broker | Retail | P&C |