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 |
|---|---|---|---|---|---|---|---|---|
| 11/26/24 | 2024 | Truliant Federal Credit Union | Atkins & Associates Insurance Agency | SC | Bank or Thrift | Retail | P&C | Download |
| 11/22/24 | 2024 | Culpeper Insurance Partners, LLC | BBIG, Inc. | NY | Independent Agency/Broker | Retail | P&C | |
| 11/21/24 | 2024 | Alera Group, Inc. | Team Alvarez Insurance Services | CA | Independent Agency/Broker | MGA | EB & Consulting | Download |
| 11/21/24 | 2024 | Higginbotham & Associates, Inc. | Fitts Agency, Inc. | AL | Independent Agency/Broker | Retail | P&C | Download |
| 11/21/24 | 2024 | Risk Strategies Company, LLC | ARC Benefit Solutions | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/21/24 | 2024 | Risk Strategies Company, LLC | Assets of Cornerstone Broker Insurance Services Agency, Inc. | OH | Independent Agency/Broker | MGA | EB & Consulting | Download |
| 11/20/24 | 2024 | A-G Specialty Insurance, LLC | First Agency, Inc. | MI | Independent Agency/Broker | Retail | P&C | Download |
| 11/20/24 | 2024 | Aon Corporation | Certain Assets of EBA Services LLC | OH | Public Broker | Retail | EB & Consulting | Download |
| 11/20/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Insurance Business of The DeLuca Agency and Denver Insurance Brokerage | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/19/24 | 2024 | Integrity Marketing Group LLC | Innovative Underwriters, Inc. | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/19/24 | 2024 | Risk Strategies Company, LLC | Waypoint Underwriting Management LLC | NJ | Independent Agency/Broker | MGA | P&C | Download |
| 11/15/24 | 2024 | Unison Risk Advisors | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 11/15/24 | 2024 | Unison Risk Advisors | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 11/15/24 | 2024 | Unison Risk Advisors | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 11/14/24 | 2024 | OneDigital Health and Benefits | First Bucks, LLC | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/14/24 | 2024 | World Insurance Associates, LLC | United Counties Insurance | NJ | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/13/24 | 2024 | Hub International Limited | R.K. Gore | UT | Independent Agency/Broker | Retail | P&C | Download |
| 11/13/24 | 2024 | Inszone Insurance Services, Inc. | MEBO Health & Benefits | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/13/24 | 2024 | Integrity Marketing Group LLC | TGA Financials | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/12/24 | 2024 | Conrade Insurance Group, Inc. | Krueger Insurance Inc. | OH | Independent Agency/Broker | Retail | Multi Line | |
| 11/12/24 | 2024 | Inszone Insurance Services, Inc. | L.A. Bowen Insurance Agency, Inc. | UT | Independent Agency/Broker | Retail | P&C | Download |
| 11/12/24 | 2024 | World Insurance Associates, LLC | Creekside Risk Management LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 11/12/24 | 2024 | World Insurance Associates, LLC | Insure Plus LLC | MO | Independent Agency/Broker | Retail | P&C | Download |
| 11/12/24 | 2024 | World Insurance Associates, LLC | McFatter Insurance Agency, Inc. | LA | Independent Agency/Broker | Retail | P&C | Download |
| 11/12/24 | 2024 | World Insurance Associates, LLC | The Firm of Cenla | LA | Independent Agency/Broker | Retail | P&C | Download |
| 11/12/24 | 2024 | World Insurance Associates, LLC | The Firm of Louisiana P&C | LA | Independent Agency/Broker | Retail | P&C | Download |
| 11/11/24 | 2024 | Bishop Street Underwriters | Ethos Specialty's Transactional Liability Unit | NY | Independent Agency/Broker | MGA | P&C | Download |
| 11/11/24 | 2024 | Hub International Limited | Assets of ANCO Insurance Managers, Inc | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/08/24 | 2024 | Leavitt Group Enterprises, Inc. | Portalus Partners | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/07/24 | 2024 | Inszone Insurance Services, Inc. | Springbook Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 11/07/24 | 2024 | The Hilb Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | EB & Consulting | ||
| 11/06/24 | 2024 | High Street Insurance Partners | Winder Insurance Center, Inc. | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/06/24 | 2024 | Keystone Agency Partners LLC | Certain Assets of Insurance Line One LLC | FL | Independent Agency/Broker | Retail | Multi Line | |
| 11/06/24 | 2024 | Keystone Agency Partners LLC | Harbor Lights Risk Management Partners LLC | NJ | Independent Agency/Broker | Retail | Multi Line | |
| 11/05/24 | 2024 | Arthur J Gallagher & Co. | Peabody Insurance Agency, Inc. | MI | Public Broker | Retail | P&C | Download |
| 11/05/24 | 2024 | Inszone Insurance Services, Inc. | Book of Insurance Business | Independent Agency/Broker | Retail | Multi Line | Download | |
| 11/04/24 | 2024 | Arthur J Gallagher & Co. | American Mater International Inc. | Public Broker | Retail | P&C | Download | |
| 11/04/24 | 2024 | Arthur J Gallagher & Co. | Scout Benefits Group LLC | OK | Public Broker | Retail | EB & Consulting | Download |
| 11/04/24 | 2024 | Hub International Limited | Western Growers Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 11/04/24 | 2024 | The Partners Group | Post Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/02/24 | 2024 | Private Investor | Langley Insurance Agency | VA | Independent Agency/Broker | Retail | P&C | |
| 11/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 11/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 11/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 11/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 11/01/24 | 2024 | Heffernan Insurance Brokers | Rhodes-Warden Insurance Agency | OR | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/24 | 2024 | Keystone Agency Partners LLC | Assets of WR Sims Agency, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
| 11/01/24 | 2024 | Oakbridge Insurance Agency LLC | AIC/InsuringAmerica LLC | GA | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/24 | 2024 | Signers National, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 10/31/24 | 2024 | Leavitt Group Enterprises, Inc. | Potter Insurance Agency | NC | Independent Agency/Broker | Retail | P&C | Download |
| 10/29/24 | 2024 | Arthur J Gallagher & Co. | Adept Benefits, LLC | WA | Public Broker | Retail | EB & Consulting | Download |
| 10/29/24 | 2024 | Integrity Marketing Group LLC | Community Insurance Partners | AL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/29/24 | 2024 | King Insurance Agency, Inc. | Suzio Insurance Center, Inc. | CT | Independent Agency/Broker | Retail | P&C | Download |
| 10/29/24 | 2024 | TCS Insurance Agency | The Downey Group, Inc. | IL | Independent Agency/Broker | Retail | EB & Consulting | |
| 10/28/24 | 2024 | Arthur J Gallagher & Co. | Filos Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 10/24/24 | 2024 | Alera Group, Inc. | St Insurance Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 10/17/24 | 2024 | Inszone Insurance Services, Inc. | Anixter & Oser Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/17/24 | 2024 | Unison Risk Advisors | Avondale Insurance Associates, Inc. | MA | Independent Agency/Broker | Wholesale | P&C | Download |
| 10/15/24 | 2024 | AmeriLife Group, L.L.C | Diversity Insurance Agency | MI | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/15/24 | 2024 | Inszone Insurance Services, Inc. | Albert C Simonds Co. Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/15/24 | 2024 | Integrity Marketing Group LLC | Simpler Horizons Insurance Solutions | CA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/15/24 | 2024 | Oakbridge Insurance Agency LLC | Hull & Associates, Inc. | OH | Independent Agency/Broker | Retail | P&C | Download |
| 10/15/24 | 2024 | Unison Risk Advisors | Enders Insurance Associates | PA | Independent Agency/Broker | Retail | P&C | Download |
| 10/14/24 | 2024 | Leavitt Group Enterprises, Inc. | Troy Insurance Agency | ID | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/10/24 | 2024 | OneDigital Health and Benefits | McWalter-Volunteer Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/10/24 | 2024 | OneDigital Health and Benefits | McWalter-Volunteer Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 10/09/24 | 2024 | Aon Corporation | Richard S. Miller & Sons, Inc. | IN | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/09/24 | 2024 | Hub International Limited | Assets of Wester Insurance Agency, Inc. | NC | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/08/24 | 2024 | Hub International Limited | Assets of AIG Agency, Inc. | MO | Independent Agency/Broker | Wholesale | P&C | Download |
| 10/08/24 | 2024 | Inszone Insurance Services, Inc. | Cummins Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 10/08/24 | 2024 | Integrity Marketing Group, LLC | Family Financial | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/08/24 | 2024 | KELLY Benefit Strategies | Gettysburg Benefits Administrators, Inc. | PA | Independent Agency/Broker | Retail | EB & Consulting | |
| 10/08/24 | 2024 | King Insurance Agency, Inc. | Insurance Solutions Group | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/08/24 | 2024 | Leavitt Group Enterprises, Inc. | McDermott Insurance Group | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/08/24 | 2024 | LTC Global Solutions, Inc. | LTC Affinity Direct, Inc. | MI | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/08/24 | 2024 | Simplicity Group Holdings, Inc. | Concourse Financial Group Agency Inc. | AL | Independent Agency/Broker | MGA | EB & Consulting | Download |
| 10/07/24 | 2024 | AssuredPartners, Inc. | Coyle Kiley Insurance Agency, Inc. | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/07/24 | 2024 | Leavitt Group Enterprises, Inc. | InsureAll | SC | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/03/24 | 2024 | Brown & Brown, Inc. | Assets of The Canopy Group | MN | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/03/24 | 2024 | Truist Financial Corporation | Amity Benefits | FL | Independent Agency/Broker | Retail | EB & Consulting | |
| 10/02/24 | 2024 | Connie Health Inc. | Keen Insurance Services, Inc. | NC | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/02/24 | 2024 | Inszone Insurance Services, Inc. | Erickson King & Associates, LLC | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/02/24 | 2024 | Integrity Marketing Group LLC | C. Ash Group | OH | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 10/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 10/01/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 10/01/24 | 2024 | AssuredPartners, Inc. | Halstead Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | |
| 10/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of M Surety Services, LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 10/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 10/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 10/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 10/01/24 | 2024 | BroadStreet Partners, Inc. | Frederick Insurance Inc. | OH | Independent Agency/Broker | Retail | P&C | |
| 10/01/24 | 2024 | Edgewood Partners Insurance Center | TDC Life, Inc. | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/01/24 | 2024 | Heffernan Insurance Brokers | Green Financial Corporation | TX | Independent Agency/Broker | Retail | EB & Consulting | |
| 10/01/24 | 2024 | High Street Insurance Partners | Mccartney & Rosenberry Group, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 10/01/24 | 2024 | Houchens Industries, Inc. | Henneberger and Flynn | KY | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/24 | 2024 | Houchens Industries, Inc. | LS Benefits Group | OH | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/24 | 2024 | Houchens Industries, Inc. | Southern Coast Insurance | FL | Independent Agency/Broker | Retail | P&C | |
| 10/01/24 | 2024 | Inszone Insurance Services, Inc. | Dan Davis Insurance Solutions | CA | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/24 | 2024 | Inszone Insurance Services, Inc. | San Antonio Insurance Services LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/24 | 2024 | Keystone Agency Partners LLC | Myers, Benner Corporation | PA | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/24 | 2024 | Keystone Agency Partners LLC | Assets of Bassler Holding Company | IL | Independent Agency/Broker | Retail | P&C | |
| 10/01/24 | 2024 | The Hilb Group, LLC | Property and Casualty Business | Independent Agency/Broker | Retail | P&C | ||
| 10/01/24 | 2024 | TrueNorth Companies LLC | Clemens Agency | IA | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/24 | 2024 | Undisclosed Buyer | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 10/01/24 | 2024 | World Insurance Associates, LLC | Business of First International Insurance | ND | Independent Agency/Broker | Retail | P&C | Download |
| 09/30/24 | 2024 | CIVC Partners, L.P. | Alliance Insurance Agency | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/30/24 | 2024 | Marsh & McLennan Companies, Inc. | Mcgriff Insurance Services, LLC | NC | Public Broker | Retail | Multi Line | Download |
| 09/30/24 | 2024 | Risk Strategies Company, LLC | Griffith Insurance LLP | PA | Independent Agency/Broker | Retail | Multi Line | |
| 09/30/24 | 2024 | TrueNorth Companies LLC | Kozlowski Insurance Agency & Financial Services, Inc. | MN | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/28/24 | 2024 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 09/26/24 | 2024 | Alera Group, Inc. | Insurance Underwriters Ltd. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 09/26/24 | 2024 | Alera Group, Inc. | Insurance Underwriters Ltd. | LA | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/26/24 | 2024 | Bishop Street Underwriters | Verve | Independent Agency/Broker | MGA | P&C | ||
| 09/26/24 | 2024 | Inszone Insurance Services, Inc. | Isu Francis-Pinney Insurance Services Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 09/26/24 | 2024 | Marshall and Sterling Insurance, Inc. | Assets of FitzGibbons Agency LLC | OH | Independent Agency/Broker | Retail | P&C | Download |
| 09/25/24 | 2024 | Inszone Insurance Services, Inc. | First West Insurance Agency, LLC | CA | Independent Agency/Broker | Retail | P&C | Download |
| 09/25/24 | 2024 | South Shore Insurance Underwriters | Mount Diablo Holding, LLC | CA | Independent Agency/Broker | MGA | P&C | |
| 09/24/24 | 2024 | AmeriLife Group, L.L.C. | SeniorHealthPro | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/24/24 | 2024 | King Insurance Agency, Inc. | Cypress Risk Management, Ltd. Co. | SC | Independent Agency/Broker | Retail | P&C | Download |
| 09/23/24 | 2024 | ALKEME Holdings Corporation | Surry Insurance | NC | Independent Agency/Broker | Retail | P&C | Download |
| 09/23/24 | 2024 | CAC Specialty | Media Guarantors Insurance Solutions, LLC | CA | Independent Agency/Broker | Wholesale | P&C | Download |
| 09/23/24 | 2024 | CAC Specialty | SpottedRisk | CA | Independent Agency/Broker | MGA | P&C | Download |
| 09/20/24 | 2024 | HighStreet Insurance Partners, LLC | H. G. Ellis Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 09/20/24 | 2024 | South Shore Insurance Underwriters | Linneman Specialty Insurance Services, Inc. | CA | Independent Agency/Broker | Wholesale | P&C | Download |
| 09/19/24 | 2024 | A-G Specialty Insurance, LLC | Terry L Green & Associates, Inc. | GA | Independent Agency/Broker | Retail | P&C | Download |
| 09/19/24 | 2024 | Inszone Insurance Services, Inc. | Blue Chip Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 09/18/24 | 2024 | HighStreet Insurance Partners, LLC | Mitchell Agency, Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 09/18/24 | 2024 | Inszone Insurance Services, Inc. | Catalyst Benefits Group, LLC | OK | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/18/24 | 2024 | Starkweather & Shepley Insurance Brokerage, Inc. | MacDonald & Vaccaro Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | Download |
| 09/17/24 | 2024 | Culpeper Insurance Partners, LLC | Afore Insurance Services, Llc | CT | Independent Agency/Broker | Retail | P&C | Download |
| 09/17/24 | 2024 | Integrity Marketing Group LLC | Kalsi Insurance Agency | CA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/17/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Top Insurance Associates | WA | Independent Agency/Broker | Retail | P&C | Download |
| 09/16/24 | 2024 | ALKEME Holdings Corporation | Pinnacle Insurance Consultant, LLC | CA | Independent Agency/Broker | Retail | P&C | Download |
| 09/16/24 | 2024 | High Street Insurance Partners | Dudek Insurance Agency Group, Inc. | MI | Independent Agency/Broker | Retail | P&C | Download |
| 09/16/24 | 2024 | HighStreet Insurance Partners, LLC | Dudek Insurance Agency Group, Inc | MI | Independent Agency/Broker | Retail | P&C | Download |
| 09/13/24 | 2024 | Duffy Insurance Agency, Inc. | Cowan Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | P&C | Download |
| 09/13/24 | 2024 | Leavitt Group Enterprises, Inc. | Jones & Associates | Independent Agency/Broker | Retail | P&C | Download | |
| 09/13/24 | 2024 | The Hilb Group, LLC | Voluntary Solutions, Inc. | CO | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/12/24 | 2024 | Union Bay Risk Advisors LLC | Maple Insurance Group, LLC | PA | Independent Agency/Broker | Retail | P&C | |
| 09/11/24 | 2024 | Simplicity Group Holdings, Inc. | benefitRFP, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/10/24 | 2024 | Inszone Insurance Services, Inc. | ASK Insurance | CO | Independent Agency/Broker | Retail | P&C | Download |
| 09/10/24 | 2024 | Integrity Marketing Group LLC | Senior Security Insurance Partners | OH | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/10/24 | 2024 | Leavitt Group Enterprises, Inc. | Steve Richardson Insurance | Independent Agency/Broker | Retail | P&C | Download | |
| 09/10/24 | 2024 | OneDigital Health and Benefits | Demont Insurance Agency, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 09/06/24 | 2024 | Keystone Agency Partners LLC | Assets of M and H Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 09/06/24 | 2024 | Leavitt Group Enterprises, Inc. | Whitley 360 Insurance Group | NC | Independent Agency/Broker | Retail | P&C | Download |
| 09/05/24 | 2024 | Aon Corporation | Scott Litman Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 09/05/24 | 2024 | HUB International Limited | Flexible Benefits Plans, Inc. | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/05/24 | 2024 | Inszone Insurance Services, Inc. | Noble Insurance Corp. | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/05/24 | 2024 | Leavitt Group Enterprises, Inc. | Dusenbury Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 09/05/24 | 2024 | OneDigital Health and Benefits | Dillon Health, Inc. | NV | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/04/24 | 2024 | Edgewood Partners Insurance Center, Inc. | Phillips Bros. Agency, LLC | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/04/24 | 2024 | GoHealth, LLC | e-TeleQuote Insurance, Inc. | FL | Public Broker | Retail | EB & Consulting | Download |
| 09/04/24 | 2024 | Schrager Hampson Aviation Insurance Agency LLC | Northeast Aviation & Marine Insurance Brokers | NY | Independent Agency/Broker | Retail | P&C | Download |
| 09/03/24 | 2024 | Integrity Marketing Group LLC | Senior Insurance Solutions | TN | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/03/24 | 2024 | Keystone Agency Partners LLC | Assets of Kape Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 09/03/24 | 2024 | Keystone Agency Partners LLC | Assets of Schultheis Insurance Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 09/03/24 | 2024 | Keystone Agency Partners LLC | J L Davis Insurance, Inc. | PA | Independent Agency/Broker | Retail | P&C | Download |
| 09/03/24 | 2024 | Risk Strategies Company, LLC | Felsen Insurance Services, Inc | NJ | Independent Agency/Broker | Retail | P&C | |
| 09/03/24 | 2024 | Risk Strategies Company, LLC | Lowry & Associates, Inc. | UT | Independent Agency/Broker | MGA | P&C | Download |
| 09/01/24 | 2024 | Alera Group, Inc. | Berkshire Fairfield Insurance Agency, LLC | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/01/24 | 2024 | BroadStreet Partners, Inc. | Assets of Stone and Edwards Insurance Agency, Inc. | PA | Independent Agency/Broker | Retail | Multi Line | |
| 09/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 09/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 09/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 09/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 09/01/24 | 2024 | Heffernan Insurance Brokers | Monagan Miller McCreary Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 09/01/24 | 2024 | Inszone Insurance Services, Inc. | MG Insurance Services, Inc. | OR | Independent Agency/Broker | Retail | P&C | Download |
| 09/01/24 | 2024 | King Insurance Agency, Inc. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 09/01/24 | 2024 | Maury Donnelly & Parr, Inc. | Campion Insurance, Inc. | MD | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/01/24 | 2024 | The Hilb Group, LLC | Bayou Worksite and Enrollment Sollutions | TX | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/01/24 | 2024 | The Hilb Group, LLC | Undisclosed voluntary employee benefits book of business | SC | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/01/24 | 2024 | The Hilb Group, LLC | Undisclosed worksite and voluntary benefits agency | SC | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/01/24 | 2024 | The Hilb Group, LLC | Undisclosed worksite and voluntary benefits enrollment business | SC | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/01/24 | 2024 | World Insurance Associates | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 08/30/24 | 2024 | ALKEME Holdings Corporation | The Sarrica Group Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 08/30/24 | 2024 | King Insurance Agency, Inc. | Pearl Insurance Agency, Inc. | NJ | Independent Agency/Broker | Retail | P&C | |
| 08/30/24 | 2024 | Relation Insurance | Assets of Whitney Oaks Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/30/24 | 2024 | Undisclosed Buyer | Insurance Agency Operations of Conifer Holdings, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 08/30/24 | 2024 | Undisclosed buyer | Sycamore Specialty Underwriters, LLC | MI | Independent Agency/Broker | Wholesale | P&C | Download |
| 08/29/24 | 2024 | Advanced Insurance Group | Thatcher Insurance Agency | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/29/24 | 2024 | Crest Insurance Group, LLC | Winren, Inc. | AZ | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/29/24 | 2024 | Inszone Insurance Services, Inc. | Roy Potter Insurance | CA | Independent Agency/Broker | Retail | P&C | |
| 08/29/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Kentucky Health Solutions | KY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/28/24 | 2024 | Higginbotham & Associates, Inc. | Cassidy & Company LLC | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/28/24 | 2024 | Holdenrid Insurance Group, LLC | Elliot Insurance Group LLC | NC | Independent Agency/Broker | Retail | P&C | |
| 08/28/24 | 2024 | Inszone Insurance Services, Inc. | A&B Insurance Agency Inc | FL | Independent Agency/Broker | Retail | P&C | Download |
| 08/27/24 | 2024 | Integrity Marketing Group LLC | JHA Health Advocates | NJ | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 08/26/24 | 2024 | AmeriLife Group, L.L.C. | Parker Marketing Insurance | MS | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 08/22/24 | 2024 | Leavitt Group Enterprises, Inc. | Lampton Rushing Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 08/22/24 | 2024 | LTC Global Solutions, Inc. | Michael L. Fitzgerald Insurance Services, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 08/22/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | 360 Insurance Team | NV | Independent Agency/Broker | Retail | P&C | Download |
