Industry Transactions
2024 Acquisition Details (YTD as of March 31, 2024)
| Who’s Buying | |
|---|---|
| Insurance Brokers – Independent | 16 |
| Insurance Brokers – Public | 9 |
| Insurance Brokers – Private Capital-Backed | 85 |
| Insurance Carrier and Other | 3 |
| Banks and Thrifts | 1 |
| What’s Being Bought | |
|---|---|
| Full Service | 29 |
| P&C | 65 |
| Multi Line | 20 |
| Retail vs. Specialty | |
|---|---|
| Retail | 95 |
| Specialty | 19 |
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 3/31/2024.
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 |
|---|---|---|---|---|---|---|---|---|
| 01/24/23 | 2023 | Alera Group, Inc. | Collective:Choice Insurance Solutions | Independent Agency/Broker | Retail | P&C | Download | |
| 01/24/23 | 2023 | Alera Group, Inc. | Collective:Choice Insurance Solutions | Independent Agency/Broker | Retail | P&C | Download | |
| 01/23/23 | 2023 | Arthur J. Gallagher & Co. | Remco Insurance Agencies, Inc. | Public Broker | Retail | P&C | Download | |
| 01/23/23 | 2023 | Arthur J. Gallagher & Co. | Remco Insurance Agencies, Inc. | Public Broker | Retail | P&C | Download | |
| 01/18/23 | 2023 | AimcoR Group LLC | KAFL Insurance Resources | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 01/18/23 | 2023 | AimcoR Group LLC | KAFL Insurance Resources | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 01/18/23 | 2023 | DOXA Insurance Holdings LLC | Bradshaw Insurance Group | Independent Agency/Broker | MGA | P&C | ||
| 01/18/23 | 2023 | DOXA Insurance Holdings LLC | Bradshaw Insurance Group | Independent Agency/Broker | MGA | P&C | ||
| 01/18/23 | 2023 | Simplicity Group Holdings, Inc. | Montgomery Brokerage | Independent Agency/Broker | Wholesale | EB & Consulting | ||
| 01/18/23 | 2023 | Simplicity Group Holdings, Inc. | Montgomery Brokerage | Independent Agency/Broker | Wholesale | EB & Consulting | ||
| 01/18/23 | 2023 | Socius Insurance Services, Inc. | Assets of Kelly Underwriting Services, LLC | Independent Agency/Broker | MGA | P&C | Download | |
| 01/18/23 | 2023 | Socius Insurance Services, Inc. | Assets of Kelly Underwriting Services, LLC | Independent Agency/Broker | MGA | P&C | ||
| 01/17/23 | 2023 | Patriot Growth Insurance Services, LLC | Olde Liberty Insurance | CT | Independent Agency/Broker | Retail | P&C | Download |
| 01/13/23 | 2023 | NFP Corp. | David A. Marcus & Associates, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 01/12/23 | 2023 | High Street Insurance Partners, LLC | Barney Insurance Group | Independent Agency/Broker | Retail | Multi Line | Download | |
| 01/12/23 | 2023 | Inszone Insurance Services, Inc. | Mattis Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 01/12/23 | 2023 | Inszone Insurance Services, Inc. | Mattis Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 01/11/23 | 2023 | Purmort & Martin Insurance Agency, LLC | Lovinger Insurance, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 01/11/23 | 2023 | Purmort & Martin Insurance Agency, LLC | Lovinger Insurance, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 01/10/23 | 2023 | Hub International Limited | Assets of EST, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 01/10/23 | 2023 | Hub International Limited | Assets of EST, Inc. | Independent Agency/Broker | Retail | EB & Consulting | ||
| 01/10/23 | 2023 | Hub International Limited | Euclid Fiduciary Specialty Managers | Independent Agency/Broker | MGA | Multi Line | ||
| 01/10/23 | 2023 | Hub International Limited | Euclid Fiduciary Specialty Managers | Independent Agency/Broker | MGA | Multi Line | ||
| 01/09/23 | 2023 | Global Risk Partners | Nucleus Underwriting | Insurance Company | MGA | Multi Line | ||
| 01/09/23 | 2023 | Global Risk Partners | Nucleus Underwriting | Insurance Company | MGA | Multi Line | ||
| 01/09/23 | 2023 | The Amynta Group | Ambridge Partners LLC | Independent Agency/Broker | MGA | P&C | ||
| 01/09/23 | 2023 | The Amynta Group | Ambridge Partners LLC | Independent Agency/Broker | MGA | P&C | ||
| 01/06/23 | 2023 | Partners Insurance Group, LLC | Hadley Insurit Group | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/05/23 | 2023 | Oakbridge Insurance Agency LLC | Insurance Brokers of Georgia | GA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/05/23 | 2023 | CAC Specialty | Cobbs Allen | Independent Agency/Broker | MGA | Multi Line | Download | |
| 01/05/23 | 2023 | CAC Specialty | Cobbs Allen | Independent Agency/Broker | MGA | Multi Line | Download | |
| 01/05/23 | 2023 | Inszone Insurance Services, Inc. | Employer's Choice Insurance Services, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 01/05/23 | 2023 | Inszone Insurance Services, Inc. | Employer's Choice Insurance Services, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 01/04/23 | 2023 | ALKEME Holdings Corporation | Atascadero Insurance Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 01/04/23 | 2023 | ALKEME Holdings Corporation | Atascadero Insurance Agency, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 01/04/23 | 2023 | Arthur J. Gallagher & Co. | MGC Group/The Agents Association of FB Companies | Public Broker | Retail | EB & Consulting | Download | |
| 01/04/23 | 2023 | Arthur J. Gallagher & Co. | MGC Group/The Agents Association of FB Companies | Public Broker | Retail | EB & Consulting | Download | |
| 01/04/23 | 2023 | CAKE | Attune | Independent Agency/Broker | MGA | P&C | ||
| 01/04/23 | 2023 | CAKE | Attune | Independent Agency/Broker | MGA | P&C | ||
| 01/04/23 | 2023 | Marsh & McLennan Companies, Inc. | HMS Insurance Associates Inc. | Public Broker | Retail | Multi Line | Download | |
| 01/04/23 | 2023 | Marsh & McLennan Companies, Inc. | HMS Insurance Associates Inc. | Public Broker | Retail | Multi Line | Download | |
| 01/04/23 | 2023 | OMERS Ventures | Joyn | Other Buyer | MGA | P&C | ||
| 01/04/23 | 2023 | OMERS Ventures | Joyn | Other Buyer | MGA | P&C | ||
| 01/03/23 | 2023 | APCO Holdings, LLC | National Auto Care Corporation | Other Buyer | MGA | P&C | Download | |
| 01/03/23 | 2023 | APCO Holdings, LLC | National Auto Care Corporation | Other Buyer | MGA | P&C | Download | |
| 01/03/23 | 2023 | Arthur J. Gallagher & Co. | CBS Insurance, LLP | Public Broker | Retail | Multi Line | Download | |
| 01/03/23 | 2023 | Arthur J. Gallagher & Co. | CBS Insurance, LLP | Public Broker | Retail | Multi Line | Download | |
| 01/03/23 | 2023 | Johnson & Johnson, Inc. | Statewide Insurance Corp | Independent Agency/Broker | Wholesale | P&C | Download | |
| 01/03/23 | 2023 | Johnson & Johnson, Inc. | Statewide Insurance Corp | Independent Agency/Broker | Wholesale | P&C | Download | |
| 01/03/23 | 2023 | Keystone Agency Investors LLC | Brian Laudanno Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 01/03/23 | 2023 | Keystone Agency Investors LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/03/23 | 2023 | Keystone Agency Investors LLC | VMC Insurance Group | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | Patriot Growth Insurance Services, LLC | Wilde Insurance Services | FL | Independent Agency/Broker | Retail | P&C | |
| 01/01/23 | 2023 | Richards Group | W.H. Shaw Insurance Agency | VT | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/01/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 01/01/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 01/01/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 01/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Asset | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Asset | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Asset and Contribution | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Asset and Contribution | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | Choice Financial Group | Adams Insurance & Financial | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | Choice Financial Group | Syms Insurance Agency Inc. | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | Correll Insurance Group, Inc | SouthPoint Risk/Insight Risk Management | Independent Agency/Broker | Retail | Multi Line | Download | |
| 01/01/23 | 2023 | Heffernan Insurance Brokers | Kettering Rose Insurance, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 01/01/23 | 2023 | King Insurance Agency, Inc. | Accord Insurance Network Of Palm Coast Inc. | Independent Agency/Broker | Retail | P&C | ||
| 01/01/23 | 2023 | The Hilb Group, LLC | E/G of Florida | Independent Agency/Broker | Retail | P&C | Download | |
| 01/01/23 | 2023 | World Insurance Associates, LLC | Business of K. Bell and Associates, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 01/01/23 | 2023 | World Insurance Associates, LLC | Finger Lakes Partners Insurance Services, Inc. | Independent Agency/Broker | Retail | Multi Line | Download | |
| 12/12/22 | 2022 | High Street Insurance Partners, LLC | Hanasab Insurance Services, LLC | CA | Independent Agency/Broker | Retail | P&C | Download |
| 12/11/22 | 2022 | Ryan Specialty Group, LLC | Certain assets of Griffin Underwriting Services | WA | Public Broker | MGA | P&C | Download |
| 12/10/22 | 2022 | Kastor Holdings Limited | BritAmerica Management Group, Inc. | TX | Other Buyer | MGA | P&C | Download |
| 12/09/22 | 2022 | Arthur J. Gallagher & Co. | Mahowald Insurance LLC | MN | Public Broker | Retail | Multi Line | Download |
| 12/08/22 | 2022 | Hub International Limited | AM Insurance Services | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/07/22 | 2022 | Alliant Insurance Services | Polley Insurance and Risk Management | CA | Independent Agency/Broker | Retail | P&C | Download |
| 12/06/22 | 2022 | Hub International Limited | Assets of Business Underwriters Associates, LLC | Independent Agency/Broker | MGA | EB & Consulting | ||
| 12/06/22 | 2022 | Woodlands Financial Group | American Insurance Strategies, LLC | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/02/22 | 2022 | Texas State Bankshares, Inc. | Mission Duncan Insurance Agency, Inc. | TX | Bank or Thrift | Retail | Multi Line | Download |
| 12/02/22 | 2022 | Texas State Bankshares, Inc. | Mission Duncan Insurance Agency, Inc. | TX | Bank or Thrift | Retail | Multi Line | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | NC | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | WA | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed Insurance Agency | NJ | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed Insurance Agency | KY | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed Insurance Agency | NJ | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Acrisure, LLC | Undisclosed Insurance Agency | KY | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Alera Group, Inc. | Bernardini & Donovan Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/22 | 2022 | Alera Group, Inc. | John Hackney Agency Inc. | NC | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/22 | 2022 | Alera Group, Inc. | Quote Selection Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/01/22 | 2022 | Alera Group, Inc. | Reaume Insurance Solutions | CA | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/22 | 2022 | Alera Group, Inc. | Shea Insurance, LLC | NV | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/22 | 2022 | Alera Group, Inc. | Undisclosed Insurance Agency | NC | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Alera Group, Inc. | Undisclosed Insurance Agency | CA | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | AssuredPartners, Inc. | Witkemper Insurance Group | IN | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | CT | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | KY | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | TX | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | MS | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | KY | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | TX | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Cadence Bank | Certain assets of Warriner & Associates Insurance Services Inc. and Warriner Sol | TX | Bank or Thrift | Retail | P&C | Download |
| 12/01/22 | 2022 | High Street Insurance Partners, LLC | Benefit Indemnity Corporation | MD | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/01/22 | 2022 | High Street Insurance Partners, LLC | The Nowell Agency Inc | MS | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | Hub International Limited | Dale Barton Agency | UT | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/22 | 2022 | Hub International Limited | Invensure Insurance Brokers, Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 12/01/22 | 2022 | King Insurance Agency, Inc. | Jean Arthur Associates, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/22 | 2022 | Marsh & McLennan Companies, Inc. | McDonald Zaring Insurance, Inc. | WA | Public Broker | Retail | Multi Line | Download |
| 12/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Direct Dealer Services, Inc. | IL | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/22 | 2022 | Risk Strategies Company, LLC | Ladmar Group LLC | NY | Independent Agency/Broker | MGA | EB & Consulting | |
| 12/01/22 | 2022 | The Hilb Group, LLC | Gillman Insurance Inc. | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/22 | 2022 | The Hilb Group, LLC | OceanPoint Insurance Agency, Inc. | RI | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/22 | 2022 | Warburg Pincus LLC | K2 Insurance Services, LLC | CA | Other Buyer | MGA | P&C | Download |
| 12/01/22 | 2022 | World Insurance Associates, LLC | Future Insurance Group Inc. | IN | Independent Agency/Broker | Retail | P&C | |
| 12/01/22 | 2022 | World Insurance Associates, LLC | Undisclosed insurance agency | NJ | Independent Agency/Broker | Retail | P&C | |
| 11/30/22 | 2022 | AmWINS Group | Arena Special Risks' wholesale business | PA | Independent Agency/Broker | Wholesale | P&C | Download |
| 11/30/22 | 2022 | AmWINS Group | Arena Special Risks' wholesale business | Independent Agency/Broker | Wholesale | P&C | Download | |
| 11/30/22 | 2022 | Risk Strategies Company, LLC | Tanenbaum Harber of Florida, LLC | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/29/22 | 2022 | AssuredPartners, Inc. | Alpine Insurance Associates, Inc. | NV | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/29/22 | 2022 | Simplicity Group Holdings, Inc. | Triton Brokerage Group, Inc. | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/29/22 | 2022 | South Carolina Federal Credit Union | Arthurs Insurance & Risk Management Services LLC | SC | Bank or Thrift | Retail | Multi Line | Download |
| 11/28/22 | 2022 | Arthur J. Gallagher & Co. | Bulen & Associates Insurance Services Inc. | CA | Public Broker | Retail | P&C | Download |
| 11/28/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Voluntary Benefits At Work, Inc. | GA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/22/22 | 2022 | Risk Strategies Company, LLC | instaCOVER, LLC | WA | Independent Agency/Broker | MGA | P&C | Download |
| 11/22/22 | 2022 | Risk Strategies Company, LLC | instaCOVER, LLC | WA | Independent Agency/Broker | Wholesale | P&C | Download |
| 11/21/22 | 2022 | CIVC Partners, L.P. | Signers National, LLC | NY | Other Buyer | MGA | Multi Line | |
| 11/17/22 | 2022 | Digital Insurance, Inc. | The Fiducia Benefits Group | MN | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/17/22 | 2022 | King Insurance Agency, Inc. | Hunt Insurance Group, LLC | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/17/22 | 2022 | NFP Corp. | Juno Search Partners, LLC | PA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/15/22 | 2022 | Alera Group, Inc. | Property and Casualty Insurance Business | Independent Agency/Broker | Retail | P&C | ||
| 11/14/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Milz Health Group | WI | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/14/22 | 2022 | Risk Strategies Company, LLC | Comprehensive Planning Goodman LLC | NY | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/14/22 | 2022 | Towne Insurance Agency | Charles W. Lockhart Insurance Agency, Inc. | NC | Independent Agency/Broker | Retail | Multi Line | |
| 11/10/22 | 2022 | Alera Group, Inc. | ELMC Rx Consulting | PA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/09/22 | 2022 | Arthur J. Gallagher & Co. | Patent Insurance Underwriting Services Ltd. LLC | CA | Public Broker | MGA | P&C | Download |
| 11/07/22 | 2022 | AmeriLife Group, L.L.C. | TruChoice Financial Group | MN | Other Buyer | Wholesale | EB & Consulting | Download |
| 11/07/22 | 2022 | Thomas H. Lee Partners, L.P. | Truchoice Financial Group, LLC | MN | Independent Agency/Broker | Retail | EB & Consulting | |
| 11/04/22 | 2022 | AmTrust Financial Services, Inc. | Contractor Managing General Insurance Agency, Inc. | CA | Insurance Company | MGA | EB & Consulting | Download |
| 11/04/22 | 2022 | Keystone Agency Investors LLC | Legacy Solutions Insurance, LLC | KS | Independent Agency/Broker | Retail | P&C | |
| 11/04/22 | 2022 | Oakbridge Insurance Agency LLC | Insurance Brokers Of Georgia, Inc. | GA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/04/22 | 2022 | Oakbridge Insurance Agency LLC | NorthShore Insurance, LLC | TN | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/03/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker | Retail | P&C | |
| 11/03/22 | 2022 | Hub International Limited | Priority Insurance Associates LLC | AZ | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/02/22 | 2022 | Alliant Insurance Services | Trivedi-Capacity Associates, LLC | NJ | Independent Agency/Broker | MGA | P&C | Download |
| 11/02/22 | 2022 | Arthur J. Gallagher & Co. | Tejas American General Agency, LLC | TX | Public Broker | MGA | P&C | Download |
| 11/02/22 | 2022 | Keystone Agency Investors LLC | Assets of C.A.R. Insurance Inc. | IN | Independent Agency/Broker | Retail | P&C | |
| 11/02/22 | 2022 | Keystone Agency Investors LLC | Cartier Agency Inc. | MN | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/02/22 | 2022 | Marsh & McLennan Companies, Inc. | Bradley Insurance Agency | TN | Public Broker | Retail | Multi Line | Download |
| 11/01/22 | 2022 | Alera Group, Inc. | Benson Blackburn, LLC | FL | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/01/22 | 2022 | Alera Group, Inc. | Book of business | Independent Agency/Broker | Retail | P&C | ||
| 11/01/22 | 2022 | Alera Group, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 11/01/22 | 2022 | Ambac Financial Group Inc. | All Trans Risk Solutions LLC | NJ | Insurance Company | MGA | P&C | Download |
| 11/01/22 | 2022 | Ambac Financial Group Inc. | Capacity Marine Corporation | NJ | Insurance Company | MGA | P&C | Download |
| 11/01/22 | 2022 | Assurant, Inc. | American Lease Insurance Agency Corporation | MA | Insurance Company | MGA | P&C | Download |
| 11/01/22 | 2022 | Berends Hendricks Stuit Insurance Agency, Inc. | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 11/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | Independent Agency/Broker | Retail | P&C | ||
| 11/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | AR | Independent Agency/Broker | Retail | P&C | |
| 11/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | IN | Independent Agency/Broker | Retail | P&C | |
| 11/01/22 | 2022 | BroadStreet Partners, Inc. | Certain Insurance Assets | MI | Independent Agency/Broker | Retail | P&C | |
| 11/01/22 | 2022 | Brown & Brown, Inc. | Flood insurance policy book | Public Broker | Retail | P&C | ||
| 11/01/22 | 2022 | Heffernan Insurance Brokers, Inc. | SGB Insurance Services Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 11/01/22 | 2022 | Heffernan Insurance Brokers, Inc. | The Bon Agency Insurance | UT | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/01/22 | 2022 | Higginbotham Insurance Agency, Inc. | Undisclosed Insurance Agency | GA | Independent Agency/Broker | Retail | P&C | |
| 11/01/22 | 2022 | Higginbotham Insurance Agency, Inc. | Undisclosed Insurance Agency | LA | Independent Agency/Broker | Retail | P&C | |
| 11/01/22 | 2022 | High Street Insurance Partners, LLC | Autumn Insurance and Benefits | MI | Independent Agency/Broker | MGA | P&C | Download |
| 11/01/22 | 2022 | High Street Insurance Partners, LLC | CMA Agency, Inc. | GA | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/22 | 2022 | Hub International Limited | Assets of Catapult Insurance Solutions, LLC | TX | Independent Agency/Broker | MGA | Multi Line | |
| 11/01/22 | 2022 | Inszone Insurance Services, Inc. | David Tennant Insurance Agency Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/22 | 2022 | Inszone Insurance Services, Inc. | Sonora Insurance Agency Inc. | CA | Independent Agency/Broker | Retail | Multi Line | |
| 11/01/22 | 2022 | Investor group | Asbestos Liabilities and Certain Assets of SPX Technologies | Other Buyer | Retail | P&C | Download | |
| 11/01/22 | 2022 | Marsh & McLennan Companies, Inc. | Focus Insurance & Financial Services | TX | Public Broker | Retail | P&C | Download |
| 11/01/22 | 2022 | Northlane Capital Partners, LLC | Cody Group | NY | Other Buyer | Retail | Multi Line | |
| 11/01/22 | 2022 | Northlane Capital Partners, LLC | Mountaineer Insurance Services, Inc. | WV | Other Buyer | Retail | Multi Line | |
| 11/01/22 | 2022 | Relation Insurance, Inc. | Assets of Garrity Insurance | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/01/22 | 2022 | Student Medicover CO. LLC | NYIS Insurance Service Inc. | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/01/22 | 2022 | The Hilb Group, LLC | Sharpline Insurance Brokerages LLC | PA | Independent Agency/Broker | Retail | P&C | Download |
| 11/01/22 | 2022 | The Hilb Group, LLC | Vinton Insurance Services, Inc. | MD | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/01/22 | 2022 | World Insurance Associates, LLC | DG&M Agency, Inc. | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/01/22 | 2022 | World Insurance Associates, LLC | MarketScout Corporation | TX | Independent Agency/Broker | MGA | P&C | |
| 10/27/22 | 2022 | Johnson & Johnson, Inc. | Insurance House | Independent Agency/Broker | MGA | P&C | ||
| 10/27/22 | 2022 | Ryan Specialty Group, LLC | Certain assets of Centurion Liability Insurance Services, LLC | CA | Independent Agency/Broker | Wholesale | P&C | Download |
| 10/24/22 | 2022 | AmTrust Financial Services, Inc. | Dual North America - Middle Market Management Liability Business | Insurance Company | MGA | P&C | Download | |
| 10/20/22 | 2022 | Arthur J. Gallagher & Co. | Cason, Huff, & Schlueter, Inc. | IL | Public Broker | Retail | Multi Line | Download |
| 10/19/22 | 2022 | The Hilb Group, LLC | Allegacy Benefit Solutions LLC | NC | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/18/22 | 2022 | Meiji Yasuda Life Insurance Company | Retirement Recordkeeping Business | Insurance Company | Retail | EB & Consulting | Download | |
| 10/14/22 | 2022 | Independence Pet Group, Inc. | Crum & Forster Pet/Pethealth Inc. | OH | Independent Agency/Broker | MGA | P&C | |
| 10/12/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Infuse Development LLC | WV | Independent Agency/Broker | Retail | P&C | Download |
| 10/11/22 | 2022 | AssuredPartners, Inc. | Quest Benefits, Inc | VA | Independent Agency/Broker | Retail | Multi Line | Download |
