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 |
|---|---|---|---|---|---|---|---|---|
| 01/02/08 | 2008 | HCC Insurance Holdings, Inc. | MultiNational Underwriters, LLC | IN | Insurance Company | Wholesale | P&C | |
| 01/02/08 | 2008 | Premier Financial II, LLC | ISU Insurance Services The May Agency | IN | Insurance Company | Retail | P&C | |
| 01/01/08 | 2008 | Arthur J. Gallagher & Co. | Crist Elliott Machette Insurance Services Inc. | CA | Public Broker | Retail | P&C | |
| 01/01/08 | 2008 | Arthur J. Gallagher & Co. | Petty Burton Associates, Inc. | NJ | Public Broker | Retail | P&C | |
| 01/01/08 | 2008 | Britt Paulk Insurance Agency Inc. | Magnum OPUS | ID | Independent Agency/Broker | Wholesale | P&C | |
| 01/01/08 | 2008 | Brown & Brown, Inc. | Smith-Peabody-Stiles Insurance Agency, Inc. | MI | Public Broker | Retail | P&C | |
| 01/01/08 | 2008 | Cretcher-Lynch & Company Inc. | Heartland Employee Benefits, LLC | KS | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/01/08 | 2008 | LTC Global Solutions, Inc. | AMA Insurance Services Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/01/08 | 2008 | MOC Insurance Services, Inc. | Farallon Associates Insurance Brokers | CA | Independent Agency/Broker | Retail | P&C | |
| 01/01/08 | 2008 | North American Group | Minard-Ames Insurance Group | AZ | Independent Agency/Broker | Retail | P&C | |
| 01/01/08 | 2008 | Payak Insurance Agency, Inc. | Johnston-Dubbs Insurance Agency, Inc | OH | Independent Agency/Broker | |||
| 01/01/08 | 2008 | R.E.Chaix & Associates Insurance Brokers Inc. | Katie Freeman Insurance Services Inc. | CA | Independent Agency/Broker | Wholesale | P&C | |
| 01/01/08 | 2008 | Regions Financial Corporation | Barksdale Bonding and Insurance Inc. (assets) | MS | Bank or Thrift | Retail | P&C | |
| 01/01/08 | 2008 | Wallace, Welch & Willingham, Inc. | Tampa Bay Underwriters, Inc. | FL | Independent Agency/Broker | |||
| 12/31/07 | 2007 | ACNB Corporation | Undisclosed Seller (two books of business) | Bank or Thrift | ||||
| 12/31/07 | 2007 | Arthur J. Gallagher & Co. | AVRECO | IL | Public Broker | Wholesale | P&C | |
| 12/31/07 | 2007 | BancorpSouth, Inc. | Arthur J. Gallagher & Co. (P&C business of Springfield, Mo. office of AJG Risk Mgmt) | MO | Bank or Thrift | Retail | P&C | |
| 12/31/07 | 2007 | Enterprise Financial Services Corp | Millennium Brokerage Group LLC | TN | Bank or Thrift | Retail | EB & Consulting | |
| 12/31/07 | 2007 | First Merchants Corporation | Oliver-Dorton Insurance, Inc. | IN | Bank or Thrift | |||
| 12/31/07 | 2007 | Management group | Commerce Insurance Services, Inc. | NJ | Independent Agency/Broker | Retail | P&C | |
| 12/31/07 | 2007 | Swett & Crawford Group Inc. | Risk Reducers, LLC | AR | Independent Agency/Broker | Wholesale | P&C | |
| 12/31/07 | 2007 | Undisclosed buyer | Brooke Corporation (36 insurance agency locations) | Other Buyer | ||||
| 12/26/07 | 2007 | Cornhusker Growth Corporation | Hub Hall Insurance Agency | NE | Bank or Thrift | |||
| 12/21/07 | 2007 | CoBiz Financial Inc. | BDA Insurance Services, Inc. | AZ | Bank or Thrift | Retail | P&C | |
| 12/20/07 | 2007 | Brown & Brown, Inc. | McLain, Peeples & Strickland, Inc. | GA | Public Broker | Retail | P&C | |
| 12/19/07 | 2007 | Euclid Insurance Services Inc. | Rodes-Roper-Love Insurance Agency | FL | Independent Agency/Broker | Retail | P&C | |
| 12/19/07 | 2007 | Wells Fargo & Company | Brehm Group, Inc. (EB division) | MN | Bank or Thrift | Retail | EB & Consulting | |
| 12/19/07 | 2007 | Wells Fargo & Company | Richardson Group | NH | Bank or Thrift | Retail | P&C | |
| 12/19/07 | 2007 | Wells Fargo & Company | Technology Insurance Services, Inc. | CA | Bank or Thrift | Retail | P&C | |
| 12/14/07 | 2007 | Argus Insurance, Inc. | Yakima Valley Insurance Services | WA | Independent Agency/Broker | |||
| 12/13/07 | 2007 | BB&T Corporation | Ott & Company | GA | Bank or Thrift | Retail | EB & Consulting | |
| 12/11/07 | 2007 | Northeast Bancorp | Hyler Agency, Inc | ME | Bank or Thrift | Retail | P&C | |
| 12/11/07 | 2007 | USI Holdings Corporation | Bpma Llc | NJ | Independent Agency/Broker- Private Capital Backed | Wholesale | EB & Consulting | |
| 12/10/07 | 2007 | Arthur J. Gallagher & Co. | Robert A. Schneider Agency, Inc. | MN | Public Broker | Wholesale | P&C | |
| 12/10/07 | 2007 | Investor Group | Paquin & Carroll Insurance | ME | Other Buyer | |||
| 12/07/07 | 2007 | American Financial Group, Inc. | Strategic Comp Holdings, LLC | LA | Insurance Company | Retail | P&C | |
| 12/07/07 | 2007 | Arthur J. Gallagher & Co. | Powell Insurance Agency, Inc | LA | Public Broker | Retail | P&C | |
| 12/05/07 | 2007 | Brown & Brown, Inc. | Dalton Insurance Agency, LLC | NJ | Public Broker | Retail | P&C | |
| 12/01/07 | 2007 | Arthur J. Gallagher & Co. | Intermountain Financial Benefits Insurance Services, Inc. | UT | Public Broker | Retail | EB & Consulting | |
| 12/01/07 | 2007 | Arthur J. Gallagher & Co. | Koster Insurance Agency, Inc. | MA | Public Broker | Retail | P&C | |
| 12/01/07 | 2007 | Brown & Brown, Inc. | Curzi Insurance Agency, Inc. | PA | Public Broker | Retail | P&C | |
| 12/01/07 | 2007 | Brown & Brown, Inc. | Evergreen Re Incorporated | FL | Public Broker | Retail | EB & Consulting | |
| 12/01/07 | 2007 | Medical Mutual of Ohio | Cardinal Brokerage Holdco, LLC | OH | Insurance Company | |||
| 11/30/07 | 2007 | Cullen/Frost Bankers, Inc. | Prime Benefits, Inc. | TX | Bank or Thrift | Retail | EB & Consulting | |
| 11/28/07 | 2007 | Darwin Professional Underwriters, Inc. | Agency Marketing Services, Inc. | FL | Insurance Company | Wholesale | P&C | |
| 11/23/07 | 2007 | Alaska USA Federal Credit Union | Insurance Mart | AK | Other Buyer | |||
| 11/20/07 | 2007 | Britt Paulk Insurance Agency Inc. | Mitchell, York & Cooper, LLC | FL | Independent Agency/Broker | Wholesale | P&C | |
| 11/20/07 | 2007 | USI Holdings Corporation | Treadwell & Harry Insurance, LLC | TN | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/19/07 | 2007 | Blue Cross and Blue Shield of South Carolina | Montgomery Management Corporation | PA | Insurance Company | Wholesale | EB & Consulting | |
| 11/15/07 | 2007 | Hub International Limited | E.J. Phelps Financial & Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 11/12/07 | 2007 | Wells Fargo & Company | Rogers & Belding Insurance Agency, Inc. | TX | Bank or Thrift | Retail | P&C | |
| 11/09/07 | 2007 | Arthur J. Gallagher & Co. | C&B Consulting Group, Inc. | NY | Public Broker | Retail | EB & Consulting | |
| 11/09/07 | 2007 | Brown & Brown, Inc. | McFall General Agency, Inc. | OR | Public Broker | Wholesale | P&C | |
| 11/09/07 | 2007 | Brown & Brown, Inc. | Wittner National Group, Inc. | FL | Public Broker | Retail | EB & Consulting | |
| 11/09/07 | 2007 | National Insurance Programs Group, Inc. | Lucas and Dake Co., Inc. | NY | Independent Agency/Broker | Retail | P&C | |
| 11/09/07 | 2007 | Northeast Bancorp | Spence & Mathews Insurance | ME | Bank or Thrift | Retail | P&C | |
| 11/07/07 | 2007 | NFP Corp. | Undisclosed benefits company | Public Broker | ||||
| 11/05/07 | 2007 | Alliance HealthCard Inc. | HealthExtras, Inc. (Supplemental Benefits Business Unit) | Other Buyer | Retail | EB & Consulting | ||
| 11/05/07 | 2007 | Central Bancshares, Inc. | R.P. Wessel Company | KY | Bank or Thrift | Retail | P&C | |
| 11/05/07 | 2007 | Hub International Limited | Rome Insurance Agency, Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/02/07 | 2007 | Hub International Limited | JM Associates, Ltd. | NJ | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/07 | 2007 | Brown & Brown, Inc. | Independent Insurance Associates, Inc. | LA | Public Broker | Retail | P&C | |
| 11/01/07 | 2007 | Brown & Brown, Inc. | Lloyd Bennett & Company, Inc. | GA | Public Broker | Retail | P&C | |
| 11/01/07 | 2007 | Hub International Limited | FLF Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 11/01/07 | 2007 | KNBT Bancorp, Inc. | Hafer & Company Employee Benefits Division | PA | Bank or Thrift | Retail | EB & Consulting | |
| 11/01/07 | 2007 | Partners Advantage Insurance Services, LLC | Maxx Financial Partners, LLC | ND | Independent Agency/Broker | Wholesale | EB & Consulting | |
| 10/31/07 | 2007 | AssuranceAmerica Corporation | Bush Insurance Agency | AL | Insurance Company | Retail | P&C | |
| 10/31/07 | 2007 | Stewart Information Services Corporation | Safford Title Agency | AZ | Insurance Company | Retail | P&C | |
| 10/25/07 | 2007 | Arthur J. Gallagher & Co. | Cedar Hill Insurance Agency, Inc. | AZ | Public Broker | Retail | P&C | |
| 10/22/07 | 2007 | 1st Source Corporation | Insurit Inc. | IN | Bank or Thrift | |||
| 10/22/07 | 2007 | Undisclosed Buyer | Hagen Insurance, Inc. | AK | Other Buyer | Retail | P&C | |
| 10/22/07 | 2007 | Wells Fargo & Company | Arthur J. Gallagher & Company (healthcare practice book of business) | NC | Bank or Thrift | Retail | EB & Consulting | |
| 10/18/07 | 2007 | AmWINS Group | London American General Agency Inc. | CA | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 10/10/07 | 2007 | First Mercury Financial Corporation | American Management Corporation | AR | Insurance Company | Wholesale | P&C | |
| 10/09/07 | 2007 | USI Holdings Corporation | Armitage & Co, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 10/08/07 | 2007 | Brown & Brown, Inc. | Professional Risk Managers, Inc. | NY | Public Broker | Retail | P&C | |
| 10/05/07 | 2007 | Beneficial Mutual Bancorp, Inc. (MHC) | CLA Agency, Inc. | PA | Bank or Thrift | Retail | P&C | |
| 10/03/07 | 2007 | SEFCU | Colonial Insurance Agency, LLC | NY | Other Buyer | Retail | P&C | |
| 10/02/07 | 2007 | Huntington Bancshares Incorporated | Archer-Meek-Weiler Agency, Inc. | OH | Bank or Thrift | Retail | P&C | |
| 10/01/07 | 2007 | Arthur J. Gallagher & Co. | BIS Insurance Services, Inc. | CA | Public Broker | Retail | EB & Consulting | |
| 10/01/07 | 2007 | Brown & Brown, Inc. | Island Risk Management Associates, Inc. | NY | Public Broker | Retail | P&C | |
| 10/01/07 | 2007 | Brown & Brown, Inc. | JPMorgan Insurance Agency Inc.'s P&C brokerage business | DE | Public Broker | Retail | P&C | |
| 10/01/07 | 2007 | E. Prescott Engle, LLC | Paxson & Hawthorne, Inc. | VA | Other Buyer | Retail | P&C | |
| 10/01/07 | 2007 | Eastern Bank Corporation | Hokanson Insurance Agency, Inc. | MA | Bank or Thrift | |||
| 10/01/07 | 2007 | Lawson-Hawks Insurance Associates, Inc. | Stephens and Long Insurance Brokerage Agency | CA | Independent Agency/Broker | Retail | P&C | |
| 10/01/07 | 2007 | Lincoln Bancorp | Petersen-Hill Insurance | IA | Bank or Thrift | |||
| 10/01/07 | 2007 | PMA Capital Corporation | Midlands Management Corporation | OK | Insurance Company | Wholesale | P&C | |
| 10/01/07 | 2007 | Shore Bancshares, Inc. | Jack Martin & Associates | MD | Bank or Thrift | Retail | P&C | |
| 10/01/07 | 2007 | Shore Bancshares, Inc. | TSGIA, Inc. & Subsidiaries | MD | Bank or Thrift | Wholesale | P&C | |
| 09/28/07 | 2007 | BB&T Corporation | Sidney O. Smith, Inc. | GA | Bank or Thrift | Retail | P&C | |
| 09/28/07 | 2007 | Brown & Brown, Inc. | Tavor Corp. | NJ | Public Broker | Retail | P&C | |
| 09/28/07 | 2007 | First Community Bancshares, Inc. | GreenPoint Insurance Group, Inc. | NC | Bank or Thrift | Retail | P&C | |
| 09/27/07 | 2007 | Brooke Corporation | J & P Holdings Inc. (60 insurance agency locations) | Other Buyer | Retail | P&C | ||
| 09/26/07 | 2007 | Arthur Agency | Coal River Insurance Company | WV | Independent Agency/Broker | |||
| 09/26/07 | 2007 | First M&F Corporation | Undisclosed Insurance Agency (insurance accounts) | MS | Bank or Thrift | |||
| 09/20/07 | 2007 | Brown & Brown, Inc. | Security Insurance, Inc. II | TN | Public Broker | Retail | P&C | |
| 09/20/07 | 2007 | Brown & Brown, Inc. | Security Risk Managers, Inc. | TN | Public Broker | Retail | P&C | |
| 09/17/07 | 2007 | LTC Global Solutions, Inc. | Bob White Benefits, L.L.C. | TX | Independent Agency/Broker | |||
| 09/14/07 | 2007 | Sanders Morris Harris Group Inc. | Dickenson & Associates | OH | Other Buyer | Retail | EB & Consulting | |
| 09/13/07 | 2007 | Hilb Rogal & Hobbs Company | Banc of America Corporate Insurance Agency, LLC | NJ | Public Broker | Retail | P&C | |
| 09/12/07 | 2007 | Ottawa-Kent Insurance Agency, Inc. | ChoiceOne Insurance Agencies, Inc (P&C business) | Independent Agency/Broker | Retail | P&C | ||
| 09/12/07 | 2007 | Smithtown Bancorp, Inc. | Payne & Palmieri, Inc. | NY | Bank or Thrift | Retail | P&C | |
| 09/11/07 | 2007 | NFP Corp. | Pro Financial Services, Inc. | IL | Public Broker | Wholesale | EB & Consulting | |
| 09/10/07 | 2007 | Wachovia Corporation | Puckett Group, Inc. | SC | Bank or Thrift | Retail | P&C | |
| 09/07/07 | 2007 | Endurance Specialty Holdings Ltd. | ARMtech Insurance Services, Inc. | TX | Insurance Company | Wholesale | P&C | |
| 09/06/07 | 2007 | AssuranceAmerica Corporation | Covenant Insurance Group | AL | Insurance Company | Retail | P&C | |
| 09/01/07 | 2007 | Myers & Smith Insurance Agency Inc | Sacksteder Insurance Agency | OH | Independent Agency/Broker | |||
| 09/01/07 | 2007 | Tompkins Financial Corporation | Flint-Farrell Insurance Agency, Inc. | NY | Bank or Thrift | |||
| 08/31/07 | 2007 | BancorpSouth, Inc. | Insurance Network, Inc. | AR | Bank or Thrift | Wholesale | P&C | |
| 08/31/07 | 2007 | Brown & Brown, Inc. | Market Solution Managers Inc. | Public Broker | ||||
| 08/31/07 | 2007 | Brown & Brown, Inc. | Princeton Risk Managers, Inc. | NJ | Public Broker | Wholesale | P&C | |
| 08/31/07 | 2007 | Management group | Acorn, Inc. | IL | Independent Agency/Broker | |||
| 08/30/07 | 2007 | Northeast Bancorp | Hartford Insurance Agency | ME | Bank or Thrift | Retail | P&C | |
| 08/20/07 | 2007 | Münchener Rückversicherungs-Gesellschaft | Cairnstone Inc. | FL | Insurance Company | Wholesale | EB & Consulting | |
| 08/15/07 | 2007 | Brown & Brown, Inc. | Muirfeld Insurance Inc. | KY | Public Broker | Retail | P&C | |
| 08/13/07 | 2007 | Comegys Insurance Agency, Inc. | Florida Contractor Insurance, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 08/06/07 | 2007 | Hub International Limited | Jacobs & Jacobs, Inc. | NY | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/06/07 | 2007 | Hub International Limited | Templeton Southwest Insurance Agency , Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/01/07 | 2007 | Arthur J. Gallagher & Co. | Strategic Health Plans Corporation | IN | Public Broker | Retail | EB & Consulting | |
| 08/01/07 | 2007 | Brown & Brown, Inc. | Weilage Benefit Specialists, Inc. | KY | Public Broker | Retail | EB & Consulting | |
| 08/01/07 | 2007 | Fidelity National Financial, Inc. | ATM Holdings, Inc. | NV | Insurance Company | |||
| 08/01/07 | 2007 | Hub International Limited | Rigg Group | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 08/01/07 | 2007 | National City Corporation | Thompson Associates, Inc. | KY | Bank or Thrift | Retail | EB & Consulting | |
| 08/01/07 | 2007 | Watkins Insurance Group | Matz Insurance Agency LLC | TX | Independent Agency/Broker | Retail | P&C | |
| 07/31/07 | 2007 | Bollinger, Inc. | William J. Redmond & Associates, Inc. | NJ | Independent Agency/Broker | Retail | P&C | |
| 07/31/07 | 2007 | Hilb Rogal & Hobbs Company | Brown/Raynor Corporation | CO | Public Broker | Retail | P&C | |
| 07/31/07 | 2007 | PSA Financial Center, Inc. | RSMIS Benefits brokerage and consulting business | MD | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/25/07 | 2007 | Evans Bancorp, Inc. | L.R. Frank & Associates, Inc. | NY | Bank or Thrift | |||
| 07/25/07 | 2007 | Hilb Rogal & Hobbs Company | Resource Group, L.C. | KS | Public Broker | Retail | EB & Consulting | |
| 07/24/07 | 2007 | Berkshire Hathaway Inc. | Boat America Corporation | VA | Insurance Company | Retail | P&C | |
| 07/20/07 | 2007 | Brooke Corporation | Undisclosed Seller (six insurance agencies) | OK | Other Buyer | |||
| 07/19/07 | 2007 | Hiscox Ltd. | Aon Corporation (portfolio of kidnap and ransom business) | Insurance Company | Retail | P&C | ||
| 07/16/07 | 2007 | Arthur J. Gallagher & Co. | Spanjers Insurance Agency, Inc. | MN | Public Broker | Retail | P&C | |
| 07/11/07 | 2007 | U.S. Risk Insurance Group, Inc. | Boston Insurance Brokerage, Inc. | MA | Independent Agency/Broker | Wholesale | P&C | |
| 07/09/07 | 2007 | Delek Group Ltd. | Southern States General Agency, Inc. | LA | Other Buyer | Wholesale | P&C | |
| 07/05/07 | 2007 | Hub International Limited | Hudson Eldridge Insurance Agency Inc. | MA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/05/07 | 2007 | Hub International Limited | Steel City Agency | CO | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 07/02/07 | 2007 | James River Group, Inc. | Align Financial Group | CA | Insurance Company | |||
| 07/02/07 | 2007 | Marshall & Sterling Insurance, Inc. | Putnam Benefits and Insurance Agency, Inc. | NY | Independent Agency/Broker | |||
| 07/01/07 | 2007 | Assurex International Corp. | BIG Group, LLC | TN | Independent Agency/Broker | |||
| 07/01/07 | 2007 | Assurex International Corp. | CLS Benefit Solutions, Inc. | IN | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/30/07 | 2007 | Undisclosed buyer | MB Financial, Inc. (insurance brokerage business) | Other Buyer | ||||
| 06/29/07 | 2007 | Temple-Inland, Inc. | Hilliard Box Insurance | TX | Bank or Thrift | Retail | P&C | |
| 06/28/07 | 2007 | Northeast Bancorp | Russell Insurance Agency | ME | Bank or Thrift | Retail | P&C | |
| 06/27/07 | 2007 | BB&T Corporation | Carswell Insurance Services | SC | Bank or Thrift | Retail | P&C | |
| 06/25/07 | 2007 | AmTrust Financial Services, Inc. | Associated Industries Insurance Services, Inc. | FL | Insurance Company | Wholesale | P&C | |
| 06/25/07 | 2007 | Anthony Clark International Insurance Brokers Ltd. | Brooke Franchise Corporation (fixed assets and customer accounts of Low Cost Insurance Services, Inc.) | Independent Agency/Broker | Retail | P&C | ||
| 06/22/07 | 2007 | LTC Global Solutions, Inc. | Gelbwaks Insurance Services | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/22/07 | 2007 | Wells Fargo & Company | Universal Insurance Services, Inc. | MI | Bank or Thrift | Retail | P&C | |
| 06/20/07 | 2007 | EPIC (Edgewood Partners Insurance Center) | Calco Insurance Brokers & Agents, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/18/07 | 2007 | J. Smith Lanier & Co. | Powell-Walton-Milward | KY | Independent Agency/Broker | Retail | P&C | |
| 06/15/07 | 2007 | Markel Corporation | Cambridge Alliance | VT | Insurance Company | Wholesale | P&C | |
| 06/05/07 | 2007 | Hilb Rogal & Hobbs Company | Charlton Manley Insurance, Inc. | KS | Public Broker | Retail | P&C | |
| 06/04/07 | 2007 | Myers, Reese, Smith & Chester, Inc. | Insurance Partners Agency | OH | Independent Agency/Broker | Retail | P&C | |
| 06/04/07 | 2007 | Riggs, Counselman, Michaels & Downes, Incorporated | JZA, Inc. | MD | Independent Agency/Broker | |||
| 06/01/07 | 2007 | Alliant Insurance Services | Alliant Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 06/01/07 | 2007 | Arthur J. Gallagher & Co. | Carpenter, Cammack & Associates, Inc. | NC | Public Broker | Retail | P&C | |
| 06/01/07 | 2007 | Greylock Insurance Agency | Gallup & Casey Insurance Services, Inc. | MA | Independent Agency/Broker | |||
| 06/01/07 | 2007 | Norman Spencer McKernan, Inc. | Target Insurance Group | FL | Independent Agency/Broker | Wholesale | P&C | |
| 05/31/07 | 2007 | Arthur J. Gallagher & Co. | Woods & Grooms, Inc. | IN | Public Broker | Retail | P&C | |
| 05/31/07 | 2007 | NII Brokerage, LLC | RPM Group | NY | Independent Agency/Broker | Retail | P&C | |
| 05/31/07 | 2007 | TowneBank | Weber, Pile & Associates | VA | Bank or Thrift | Retail | EB & Consulting | |
| 05/31/07 | 2007 | USI Holdings Corporation | PWR Insurance Services, Inc | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/30/07 | 2007 | BB&T Corporation | Reese Insurance Associates, Inc. | GA | Bank or Thrift | Retail | P&C | |
| 05/29/07 | 2007 | First American Corporation | Harrison Title Agency Ltd. | OH | Insurance Company | Retail | P&C | |
| 05/22/07 | 2007 | Hilb Rogal & Hobbs Company | Urman Company | CO | Public Broker | Retail | EB & Consulting | |
| 05/14/07 | 2007 | AmWINS Group | American Equity Underwriters Inc | AL | Independent Agency/Broker- Private Capital Backed | Wholesale | P&C | |
| 05/07/07 | 2007 | Universal American Financial Corp. | MemberHealth Inc. | OH | Insurance Company | |||
| 05/05/07 | 2007 | Wyncrest Group, Inc. | Southwest Financial Group, Inc. | TX | Other Buyer | |||
| 05/02/07 | 2007 | J.C. Flowers & Co. LLC | BISYS Insurance Services | PA | Other Buyer | Wholesale | P&C | |
| 05/02/07 | 2007 | NFP Corp. | 3 benefits firms | Public Broker | ||||
| 05/01/07 | 2007 | Arthur J. Gallagher & Co. | Tropp & Company, Inc. | IL | Public Broker | Retail | P&C | |
| 05/01/07 | 2007 | FinCor Holdings Inc. | Michigan Health & Hospital Association (Insurance Services & Employee Safety & Disability Management divisions) | Other Buyer | Retail | P&C | ||
| 05/01/07 | 2007 | Hilb Rogal & Hobbs Company | Global Special Risks, LLC | LA | Public Broker | Wholesale | P&C | |
| 05/01/07 | 2007 | USI Holdings Corporation | Steven E. Goldin Insurance, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 04/27/07 | 2007 | Summit Financial Group, Inc. | Kelly Insurance Agency, Inc. | VA | Bank or Thrift | Retail | P&C | |
| 04/25/07 | 2007 | Symetra Financial Corporation | Medical Risk Managers Inc. | CT | Insurance Company | Wholesale | EB & Consulting | |
| 04/18/07 | 2007 | Arthur J. Gallagher & Co. | Melton Insurance Associates, Inc. | TX | Public Broker | Retail | P&C | |
| 04/17/07 | 2007 | Johnson Financial Group, Inc. | Peak Benefit Solutions | AZ | Bank or Thrift | Retail | EB & Consulting | |
| 04/17/07 | 2007 | Sunmark Federal Credit Union | Hallmark Services Inc. | NY | Other Buyer | Retail | P&C | |
| 04/16/07 | 2007 | Meadowbrook Insurance Group, Inc. | U.S. Specialty Underwriters, Inc. | OH | Insurance Company | Wholesale | P&C | |
| 04/16/07 | 2007 | Oak Hill Financial, Inc. | Meeker & Meeker Inc. | OH | Bank or Thrift | Retail | P&C | |
| 04/11/07 | 2007 | EBSCO Industries, Inc. | ANB Insurance Services, Inc. | AL | Other Buyer | Retail | P&C | |
| 04/03/07 | 2007 | American International Group, Inc. | Fairfax Financial Holdings Limited (sSubstantially all assets of SRO Napa) | CA | Insurance Company | Wholesale | P&C | |
| 04/03/07 | 2007 | Brown & Brown, Inc. | United Employers Insurance Agency Inc. | TX | Public Broker | Retail | P&C | |
| 04/02/07 | 2007 | IBERIABANK Corporation | United Title of Louisiana, Inc. | LA | Bank or Thrift | Retail | P&C | |
| 04/01/07 | 2007 | Ahrold · Fay & Co. | Brook E. Rosenberg & Associates, Inc. | IA | Independent Agency/Broker | |||
| 04/01/07 | 2007 | Brown & Brown, Inc. | Sobel Affiliates, Inc. | NY | Public Broker | Retail | P&C | |
| 04/01/07 | 2007 | Security State Bank Holding Company | FPM Insurance Inc. | ND | Bank or Thrift | Retail | P&C | |
| 03/31/07 | 2007 | BancFirst Corporation | Armor Assurance Group | OK | Bank or Thrift | Retail | P&C | |
| 03/31/07 | 2007 | NFP Corp. | 7 undisclosed companies | Public Broker | ||||
| 03/31/07 | 2007 | Undisclosed buyer | DCAP Group, Inc. (book of business) | Other Buyer | ||||
| 03/30/07 | 2007 | Northeast Bancorp | Southern Maine Insurance Agency Inc. | ME | Bank or Thrift | Retail | P&C | |
| 03/30/07 | 2007 | Undisclosed buyer | TexCap Insurance Services, LP | Other Buyer | ||||
| 03/28/07 | 2007 | AXIS Capital Holdings Limited | Media/Professional Insurance Inc. | MO | Insurance Company | Wholesale | P&C | |
| 03/27/07 | 2007 | Appalachian Underwriters Inc. | Creative Insurance Underwriters, Inc | FL | Independent Agency/Broker | Wholesale | P&C | |
| 03/26/07 | 2007 | Alliance Bankshares Corporation | Thomas Agency Inc. | VA | Bank or Thrift | Retail | P&C | |
| 03/26/07 | 2007 | Brown & Brown, Inc. | Grinspec, Inc. | NJ | Public Broker | Retail | EB & Consulting | |
| 03/14/07 | 2007 | Hub International Limited | BNC Insurance Services, Inc. | AZ | Public Broker | Retail | P&C | |
| 03/09/07 | 2007 | Beazley Group, PLC | Sapphire Blue, LLC | IL | Insurance Company | Wholesale | P&C |