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 |
|---|---|---|---|---|---|---|---|---|
| 01/09/25 | 2025 | NavSav Insurance | JAT Insurance Services | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/09/25 | 2025 | Trucordia | Cada Insurance Services, LLC | LA | Independent Agency/Broker | Retail | P&C | Download |
| 01/08/25 | 2025 | WalkerHughes Insurance | United Insurance Services | IN | Independent Agency/Broker | Retail | P&C | Download |
| 01/07/25 | 2025 | A. David Risman Insurance Agency | Healy Brothers Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 01/07/25 | 2025 | Highstreet Insurance Partners, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/07/25 | 2025 | King Risk Partners | Viper Risk Management Group, Inc. | FL | Independent Agency/Broker | Retail | P&C | Download |
| 01/07/25 | 2025 | Leavitt Group Enterprises | Pyorre Insurance Agency, LLC | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/07/25 | 2025 | Ryan Specialty Group | Woodruff-Sawyer & Co., Inc. | TN | Public Broker | MGA | P&C | Download |
| 01/07/25 | 2025 | The Hilb Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/06/25 | 2025 | AmeriLife Group | Crump Life Insurance Services/Hanleigh Management Inc. | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 01/06/25 | 2025 | Core Specialty Insurance Holdings | London Aviation Underwriters, Inc. | WA | Insurance Company | Wholesale | P&C | Download |
| 01/06/25 | 2025 | Duffy Insurance Agency, Inc. | West Newbury Insurance | MA | Independent Agency/Broker | Retail | P&C | Download |
| 01/06/25 | 2025 | Hub International | Woods Insurance Services, a Hub International company | NM | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/03/25 | 2025 | ALKEME Holdings Corporation | Mcmichael Insurance Agency Inc. | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/02/25 | 2025 | Keystone Agency Partners | Assets of G. S. Newborn & Associates | Independent Agency/Broker | Retail | Multi Line | ||
| 01/02/25 | 2025 | Keystone Agency Partners | Assets of G. S. Newborn & Associates | Independent Agency/Broker | Retail | Multi Line | ||
| 01/02/25 | 2025 | Keystone Agency Partners | Assets of Klein Insurance, LLC | Independent Agency/Broker | Retail | Multi Line | ||
| 01/02/25 | 2025 | Keystone Agency Partners | Assets of O'Connell International Advisors, Inc. | IL | Independent Agency/Broker | Wholesale | P&C | Download |
| 01/02/25 | 2025 | Keystone Agency Partners | Assets of Payne Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 01/02/25 | 2025 | Keystone Agency Partners | Assets of Strate Insurance Group, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 01/02/25 | 2025 | Skyla Federal Credit Union | Policyline Insurance, LLC | NC | Bank or Thrift | Retail | Multi Line | Download |
| 01/01/25 | 2025 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | Alera Group | Kaplansky Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/01/25 | 2025 | Andrew Agency | Garriques, Lloyd, & McMahon Insurance Agency Inc. | VA | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | Andrew Agency | Garriques, Lloyd, & McMahon Insurance Agency Inc. | VA | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | BroadStreet Partners | Assets of James David Reed Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | BroadStreet Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | Hatcher Insurance | Jamerson Mclean Corporation | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | Heffernan Insurance Brokers | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | Smith-Feike-Minton Inc | Heskett Insurance Agency, Inc | OH | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | Smith-Feike-Minton Inc | Wesienberger Insurance Services Inc | OH | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | The Hilb Group | Property and Casualty Business | Independent Agency/Broker | Retail | P&C | ||
| 01/01/25 | 2025 | Valley Insurance Agency Alliance | Strate Insurance Group, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 01/01/25 | 2025 | Vibrant Insurance Group | Donaghy-Kempton, Inc. | IA | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | Woodlands Financial Group | Assets Of Mike Powell Insurance | TX | Public Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | World Insurance Associates | Business of Owens Insurance Agency | SC | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/01/25 | 2025 | World Insurance Associates | Christopher Williams Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | World Insurance Associates | Royalty Truck Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/25 | 2025 | World Insurance Associates | Stokes Farnham Insurance | SC | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/31/24 | 2024 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/31/24 | 2024 | Alera Group, Inc. | T.I.C., Inc. | CO | Independent Agency/Broker | Retail | Multi Line | |
| 12/31/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 12/30/24 | 2024 | Maiden Holdings, Ltd. | Kestrel Group, LLC | SC | Independent Agency/Broker | Wholesale | Multi Line | Download |
| 12/30/24 | 2024 | Patriot Growth Insurance Services, LLC | Birtwhistle & Livingston, Inc. | NJ | Independent Agency/Broker | Retail | P&C | |
| 12/30/24 | 2024 | Patriot Growth Insurance Services, LLC | E.T. Clauss & Co., Inc. | NY | Independent Agency/Broker | Retail | Multi Line | |
| 12/30/24 | 2024 | Patriot Growth Insurance Services, LLC | Herman Agency Inc. | IL | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/27/24 | 2024 | Arthur J Gallagher & Co. | Murray Gardner Insurance Agency Inc. | CA | Public Broker | Retail | P&C | Download |
| 12/26/24 | 2024 | Arthur J Gallagher & Co. | Afina Insurance Advisors Inc. | IL | Public Broker | Retail | P&C | Download |
| 12/26/24 | 2024 | Inszone Insurance Services, Inc. | Roten & Company | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/23/24 | 2024 | Inszone Insurance Services, Inc. | Coe Agency, LLC. | NM | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/23/24 | 2024 | Inszone Insurance Services, Inc. | Esquire Insurance, LLC | GA | Independent Agency/Broker | Retail | P&C | Download |
| 12/20/24 | 2024 | Alera Group, Inc. | Goodwin Insurance Agency, Inc. | KY | Independent Agency/Broker | Retail | P&C | Download |
| 12/19/24 | 2024 | Arthur J. Gallagher & Co. | Durham & Bates Agencies, Inc. | OR | Public Broker | Retail | Multi Line | Download |
| 12/18/24 | 2024 | Arthur J. Gallagher & Co. | Howe Insurance Group, L.L.C. | TX | Public Broker | Retail | P&C | Download |
| 12/18/24 | 2024 | Arthur J. Gallagher & Co. | M.J. Schuetz Insurance Services, Inc. | IN | Public Broker | Retail | Multi Line | Download |
| 12/18/24 | 2024 | Choice Financial Group | Employee Benefits of Virginia, LLC | VA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/18/24 | 2024 | Choice Financial Group | Employee Benefits of Virginia, LLC | VA | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/18/24 | 2024 | Schrager Hampson Aviation Insurance Agency LLC | The Charles W. Bilella Agency Ltd. | PA | Independent Agency/Broker | Retail | P&C | Download |
| 12/17/24 | 2024 | High Street Insurance Partners | Collum Insurance Group, LLC | TX | Independent Agency/Broker | Retail | P&C | Download |
| 12/17/24 | 2024 | Hub International Limited | Assets of Great Basin Insurance, Inc. | OR | Independent Agency/Broker | Retail | P&C | Download |
| 12/17/24 | 2024 | King Insurance Agency, Inc. | Talbert Insurance Services | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/17/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Insurance Business of Richard King Insurance Agency | OH | Independent Agency/Broker | Retail | P&C | Download |
| 12/16/24 | 2024 | MountainOne Bank | McClure Insurance Agency, Inc. | OH | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/16/24 | 2024 | PointeNorth Insurance Group, LLC | Caldwell & Langford Insurance | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/16/24 | 2024 | TIH | SLB Insurance Group | FL | Independent Agency/Broker | MGA | P&C | Download |
| 12/13/24 | 2024 | Aon Corporation | The Salus Group | MI | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/12/24 | 2024 | ALKEME Holdings Corporation | Relion Insurance Solutions, Inc. | IA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/12/24 | 2024 | Hub International Limited | Assets of Jackson Hole Insurance, Inc. | WY | Independent Agency/Broker | Retail | P&C | Download |
| 12/12/24 | 2024 | Inszone Insurance Services, Inc. | Get Benefits Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/12/24 | 2024 | Union Bay Risk Advisors LLC | Loyalhanna Insurance Group LLC | PA | Independent Agency/Broker | Retail | P&C | Download |
| 12/11/24 | 2024 | Alera Group, Inc. | Doroshow Insurance, Inc. | NV | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/11/24 | 2024 | Arthur J Gallagher & Co. | Sheila J. Butler & Company, Inc. | GA | Public Broker | Retail | EB & Consulting | Download |
| 12/11/24 | 2024 | Hub International Limited | Assets of Otter Insurance Agency, Inc. | WA | Independent Agency/Broker | Retail | P&C | Download |
| 12/11/24 | 2024 | Inszone Insurance Services, Inc. | Southerland and Associates, Inc. | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/10/24 | 2024 | Alliant Insurance Services | Centurion Senior Services, LLC | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 12/10/24 | 2024 | Aon Corporation | Capstone Strategies LLC | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/10/24 | 2024 | Brown & Brown, Inc. | Assets of American Risk Management Resources Network, LLC | WI | Public Broker | Wholesale | P&C | Download |
| 12/10/24 | 2024 | Hub International Limited | Assets of Fairfield County Bank Insurance Services, LLC | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/10/24 | 2024 | Inszone Insurance Services, Inc. | Commercial Insurance of Texas Services Inc. | TX | Independent Agency/Broker | Retail | P&C | Download |
| 12/10/24 | 2024 | Peter C. Foy & Associates Insurance Services, LLC | Insurance Business of Archibald Insurance | VA | Independent Agency/Broker | Retail | P&C | Download |
| 12/10/24 | 2024 | XPT Group LLC | Atri Insurance Services LLC | NJ | Independent Agency/Broker | Retail | P&C | |
| 12/09/24 | 2024 | Alliant Insurance Services | Union First Insurance Solutions, LLC | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/09/24 | 2024 | Arthur J Gallagher & Co. | AssuredPartners, Inc. | FL | Public Broker | Retail | Multi Line | Download |
| 12/09/24 | 2024 | Hub International Limited | Assets of Hadfield Agency, Inc. | AR | Independent Agency/Broker | Retail | P&C | Download |
| 12/09/24 | 2024 | Relation Insurance, Inc. | Business Aviation Insurance Services | OH | Independent Agency/Broker | Retail | P&C | Download |
| 12/06/24 | 2024 | ALKEME Holdings Corporation | Schkabla, LLC | GA | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/05/24 | 2024 | High Street Insurance Partners | DMI Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 12/04/24 | 2024 | Bloom Insurance Agency | Focused Health | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/03/24 | 2024 | ALKEME Holdings Corporation | Jacobson Professional Insurance, LLC | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 12/03/24 | 2024 | AmeriLife Group, L.L.C. | One Health Benefits | SC | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/03/24 | 2024 | Relation Insurance, Inc. | SFBAG Employee Benefit Insurance Services | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/02/24 | 2024 | Keystone Agency Partners LLC | Assets of JFP Benefit Management, Inc. | MI | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/02/24 | 2024 | Relation Insurance, Inc. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/02/24 | 2024 | Undisclosed Buyer | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/02/24 | 2024 | Undisclosed Buyer | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/02/24 | 2024 | World Insurance Associates, LLC | Archambault Insurance Associates | CT | Independent Agency/Broker | Retail | Multi Line | |
| 12/01/24 | 2024 | Alera Group, Inc. | Spire Risk Management, LLC | TX | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/24 | 2024 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 12/01/24 | 2024 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/01/24 | 2024 | Hub International Limited | BIS Management Services, Inc. | CT | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/24 | 2024 | The Hilb Group, LLC | Property and Casualty Business | Independent Agency/Broker | Retail | P&C | ||
| 12/01/24 | 2024 | TrueNorth Companies LLC | Downtown Insurance | IA | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/24 | 2024 | TrueNorth Companies LLC | Lane Insurance | IA | Independent Agency/Broker | Retail | P&C | Download |
| 11/26/24 | 2024 | Arthur J. Gallagher & Co. | Shepard Insurance Group, Inc. | CT | Public Broker | Retail | P&C | Download |
| 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 |