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 |
|---|---|---|---|---|---|---|---|---|
| 10/06/22 | 2022 | Safety Insurance Group, Inc. | The assets and operations of Northeast Insurance Agency Inc | Insurance Company | Retail | P&C | Download | |
| 10/04/22 | 2022 | Hub International Limited | The assets of each of Peel & Holland Holdings Inc, Hartin Dynamics LLC, and Bl | KY | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/03/22 | 2022 | Alera Group, Inc. | Haylor, Freyer & Coon, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 10/03/22 | 2022 | Confie Seguros Insurance Services | CoWest Insurance Group, Inc. | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/03/22 | 2022 | Galway Insurance Holdings | Assets of Tarheel Insurance Services, Inc. | NC | Independent Agency/Broker | Retail | P&C | |
| 10/03/22 | 2022 | Galway Insurance Holdings | The National Benefit Corp. | IA | Independent Agency/Broker | Wholesale | EB & Consulting | |
| 10/03/22 | 2022 | Hub International Limited | Guide Insurance Services, Inc. | WA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/03/22 | 2022 | Keystone Agency Investors LLC | Certain Assets of Win Hill Insurance Associates, Inc. | KS | Independent Agency/Broker | Retail | P&C | |
| 10/01/22 | 2022 | Alera Group, Inc. | The Murray Insurance Agency Inc | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/01/22 | 2022 | BroadStreet Partners, Inc. | Book of Business | IN | Independent Agency/Broker | Retail | P&C | |
| 10/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | IN | Independent Agency/Broker | Retail | P&C | |
| 10/01/22 | 2022 | Gamie, LLC | B. Wood Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | |
| 10/01/22 | 2022 | World Insurance Associates, LLC | Hawkeye Wholesale Insurance Services, Inc. | WA | Independent Agency/Broker | Retail | P&C | Download |
| 09/30/22 | 2022 | Alliant Insurance Services | The Buckley Insurance Group, LLC | NJ | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/30/22 | 2022 | Core Specialty Insurance Holdings, Inc. | Hallmark Financial Services Excess and Surplus Lines Operations | Insurance Company | Retail | P&C | Download | |
| 09/29/22 | 2022 | Arthur J. Gallagher & Co. | M&T Insurance Agency, Inc. | NY | Public Broker | Retail | P&C | Download |
| 09/29/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | 1 Source Business Solutions | UT | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/28/22 | 2022 | Alliance 360° Insurance Solutions | M.I. Insurance Solutions | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/27/22 | 2022 | Risk Strategies Company, LLC | C&M First Services Inc. | NY | Independent Agency/Broker | MGA | Multi Line | |
| 09/23/22 | 2022 | Focus Financial Partners Inc. | Alpha Insurance Group, Inc. | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/22/22 | 2022 | Comprehensive Healthcare Systems Inc. | Professional Benefit Administrators West LLC. | OK | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/20/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Peak Performance Team | SC | Independent Agency/Broker | Retail | P&C | Download |
| 09/19/22 | 2022 | Acrisure, LLC | B2Z Insurance | IL | Independent Agency/Broker | Retail | P&C | |
| 09/19/22 | 2022 | Risk Strategies Company, LLC | Standard Pension Services, LLC | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/15/22 | 2022 | PlayersHealth | Monarch Management | TX | Other Buyer | MGA | P&C | Download |
| 09/15/22 | 2022 | Relation Insurance, Inc. | Mobeck-Guandalini Insurance | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/15/22 | 2022 | Risk Strategies Company, LLC | Beattie & Associates | MO | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/14/22 | 2022 | JM Family Enterprises | National Truck Protection | NC | Other Buyer | MGA | P&C | |
| 09/13/22 | 2022 | Brown & Brown, Inc. | Smithwick and Mariners Insurance Inc. | ME | Public Broker | MGA | P&C | Download |
| 09/13/22 | 2022 | Integrity Marketing Group LLC | Compass Group Insurance, LLC | FL | Independent Agency/Broker | Wholesale | EB & Consulting | |
| 09/13/22 | 2022 | The Amynta Group | warranty operations of IFIT Health & Fitness Inc | UT | Independent Agency/Broker | MGA | P&C | |
| 09/12/22 | 2022 | Alera Group, Inc. | jweiland Group Beneftis | LA | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/12/22 | 2022 | Aon Corporation | Certain assets of Praxiom Risk Management | FL | Public Broker | Retail | P&C | |
| 09/12/22 | 2022 | Brown & Brown, Inc. | Substantially all of the assets of VistaNational Insurance Group, Inc. | IL | Public Broker | Retail | EB & Consulting | |
| 09/12/22 | 2022 | Conner Strong & Buckelew | Armstrong, Doyle & Carroll | PA | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/09/22 | 2022 | Acrisure, LLC | A to Z Insurance Group, Inc. | TX | Independent Agency/Broker | Retail | P&C | |
| 09/08/22 | 2022 | BC Partners | Johns Eastern Company, Inc. | FL | Other Buyer | Retail | P&C | |
| 09/08/22 | 2022 | Hub International Limited | Assets of Tilghman Insurance | SC | Independent Agency/Broker | Retail | Multi Line | |
| 09/07/22 | 2022 | Hub International Limited | Direct Advisors, LLC | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 09/07/22 | 2022 | Integrity Marketing Group LLC | Heartland Financial Group | MO | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 09/07/22 | 2022 | Keystone Agency Investors LLC | Buchanan Insurance Agency Inc. | MI | Independent Agency/Broker | Retail | P&C | |
| 09/07/22 | 2022 | The Amynta Group | Universal Technical Services Inc. | UT | Independent Agency/Broker | Retail | P&C | Download |
| 09/06/22 | 2022 | Hub International Limited | James L. Miniter Insurance Agency, Inc. | MA | Independent Agency/Broker | MGA | P&C | Download |
| 09/06/22 | 2022 | Kelter Alliant Insurance Services, Inc. | Medicare Solutions Network, Inc. | IL | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | CA | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | NY | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | Alera Group, Inc. | Greenhill Insurance Services, LLC | TX | Independent Agency/Broker | MGA | P&C | Download |
| 09/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | PA | Independent Agency/Broker | Retail | EB & Consulting | |
| 09/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | IN | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | Choice Insurance Agency LLC | Parker Reigle Insurance Agency | VA | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/01/22 | 2022 | Choice Insurance Agency LLC | Schlather Insurance Agency Inc. | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/01/22 | 2022 | Crest Insurance Group, LLC | Steven H. Spiegler Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 09/01/22 | 2022 | Galway Insurance Holdings | Reel Media, LLC | MA | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | Inszone Insurance Services, Inc. | Cameo Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | Keystone Agency Investors LLC | John J. Crane Insurance Agency, Inc. | PA | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | Marsh & McLennan Companies, Inc. | Steinberg & Associates, Inc. | SC | Public Broker | Retail | EB & Consulting | Download |
| 09/01/22 | 2022 | Rains Agency, Inc. | Sunbelt Group LLC | TN | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/01/22 | 2022 | Risk Strategies Company, LLC | Health Agencies of the West, Inc. | CA | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | Risk Strategies Company, LLC | Relation Education Services | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/01/22 | 2022 | The Hilb Group, LLC | Abatelli Group Inc. | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 09/01/22 | 2022 | World Insurance Associates, LLC | American Emerald Group, Inc. | NH | Independent Agency/Broker | Retail | P&C | |
| 09/01/22 | 2022 | World Insurance Associates, LLC | Cotton Coverage Insurance Agency | NY | Independent Agency/Broker | Retail | P&C | Download |
| 09/01/22 | 2022 | World Insurance Associates, LLC | Michael F. Iacangelo & Company, Inc. | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 08/31/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Wilber-Price Insurance Group, Ltd. | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/30/22 | 2022 | BenefitMall | Montage Inc. | MI | Independent Agency/Broker | Retail | P&C | |
| 08/30/22 | 2022 | Centerstone Insurance and Financial Services, Inc. | Mutual Med, Inc. | IA | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/30/22 | 2022 | Integrity Marketing Group LLC | Senior Planning Center | ME | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 08/25/22 | 2022 | Arthur J. Gallagher & Co. | Watkins Insurance & Benefits, LLC | LA | Public Broker | Retail | Multi Line | Download |
| 08/25/22 | 2022 | High Street Insurance Partners, LLC | Paragon Underwriters | MI | Independent Agency/Broker | MGA | P&C | Download |
| 08/25/22 | 2022 | Hub International Limited | Assets of Winter Harbor Insurance Group LLC | MA | Independent Agency/Broker | Retail | P&C | Download |
| 08/24/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Apple Insurance & Financial Services | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/23/22 | 2022 | Choice Insurance Agency LLC | R. Stephens Financial, Inc. | NJ | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 08/23/22 | 2022 | Risk Strategies Company, LLC | Agentic Insurance, LLC | PA | Independent Agency/Broker | Wholesale | P&C | |
| 08/23/22 | 2022 | World Insurance Associates, LLC | O'Brien & Gibbons Insurance Agency, Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/19/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | John E. Peakes Insurance Agency Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 08/17/22 | 2022 | World Insurance Associates, LLC | Brookside General Insurance Services, Inc. | CA | Independent Agency/Broker | MGA | P&C | Download |
| 08/12/22 | 2022 | Cross Insurance | Maine Insurance Agency | ME | Independent Agency/Broker | Retail | P&C | |
| 08/11/22 | 2022 | AssuredPartners, Inc. | Platinum Worksite Benefits | MA | Independent Agency/Broker | MGA | EB & Consulting | |
| 08/09/22 | 2022 | Arthur J. Gallagher & Co. | Evergreen Insurance Managers, Inc. | OR | Public Broker | Wholesale | P&C | Download |
| 08/09/22 | 2022 | Partners Group, LTD. | Foundation Risk Partners, Corp. | FL | Other Buyer | Retail | Multi Line | Download |
| 08/08/22 | 2022 | Arthur J. Gallagher & Co. | Denver Agency LLC | CO | Public Broker | Retail | P&C | Download |
| 08/08/22 | 2022 | Hub International Limited | Intercontinental Growth Strategies, LLC | IL | Independent Agency/Broker | Retail | P&C | Download |
| 08/08/22 | 2022 | Truist Financial Corporation | BenefitMall | TX | Bank or Thrift | Wholesale | EB & Consulting | Download |
| 08/06/22 | 2022 | MS&AD Insurance Group Holdings, Inc. | Transverse Insurance Group, LLC | NJ | Insurance Company | Retail | P&C | Download |
| 08/05/22 | 2022 | Hub International Limited | KT&D Inc. | DE | Independent Agency/Broker | MGA | P&C | Download |
| 08/05/22 | 2022 | Keystone Agency Investors LLC | Assets of Berkfield & Co. Ltd | MI | Independent Agency/Broker | Retail | P&C | |
| 08/04/22 | 2022 | Hub International Limited | BUBRIG 1, LTD. | LA | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/03/22 | 2022 | Alera Group, Inc. | Jowers-Sklar Insurance | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/01/22 | 2022 | AssuredPartners, Inc. | AVID Risk Solutions, Inc. | WI | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/01/22 | 2022 | BPR Group, Inc. | National Health Plans & Benefits Agency, LLC | MI | Independent Agency/Broker | Retail | Multi Line | |
| 08/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | FL | Independent Agency/Broker | Retail | P&C | |
| 08/01/22 | 2022 | BroadStreet Partners, Inc. | Undisclosed insurance agency | IL | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/01/22 | 2022 | Eastern Bankshares, Inc. | Operating assets of the John T. Burns Insurance Agency, Inc | MA | Bank or Thrift | Retail | Multi Line | Download |
| 08/01/22 | 2022 | Keystone Agency Investors LLC | Fort Washington Financial Group LLC | PA | Independent Agency/Broker | Retail | EB & Consulting | |
| 08/01/22 | 2022 | Keystone Agency Investors LLC | Assets of J.W. Keppel Inc. | PA | Independent Agency/Broker | Retail | P&C | Download |
| 08/01/22 | 2022 | Oakbridge Insurance Agency LLC | J Barry Walker Insurance Group LLC | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/01/22 | 2022 | World Insurance Associates, LLC | Chris A. Woody Agency, Inc. | KS | Independent Agency/Broker | Retail | Multi Line | Download |
| 08/01/22 | 2022 | World Insurance Associates, LLC | Tarpey Insurance Group, Inc. /Rush-Kent Insurance Agency Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/29/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Professional Warranty Service Corporation | VA | Independent Agency/Broker | MGA | P&C | Download |
| 07/22/22 | 2022 | AssuredPartners, Inc. | The Shepherd Agency LLC | PA | Independent Agency/Broker | MGA | Multi Line | Download |
| 07/20/22 | 2022 | Higginbotham & Associates, Inc. | Brown & Co. Insurance Services | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/20/22 | 2022 | Inszone Insurance Services, Inc. | The Young Insurance Group | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/20/22 | 2022 | Integrity Marketing Group LLC | PHP Agency, Inc. | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 07/19/22 | 2022 | Relation Insurance, Inc. | Assets of Insurance Inc. | MD | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/19/22 | 2022 | Risk Strategies Company, LLC | National Insurance Agency, Inc. | KY | Independent Agency/Broker | MGA | EB & Consulting | |
| 07/14/22 | 2022 | Alera Group, Inc. | The Dollarhide Financial Group, LLC | AZ | Independent Agency/Broker | Retail | EB & Consulting | |
| 07/11/22 | 2022 | Hub International Limited | Assets of ESP Insurance Brokerage LLC | MA | Independent Agency/Broker | MGA | P&C | |
| 07/08/22 | 2022 | Hub International Limited | Shaver-Robichaux Agency, Inc. | LA | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/07/22 | 2022 | Hub International Limited | Compass Insurance Services, Inc. | WI | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/06/22 | 2022 | Byars|Wright, Inc. | Pritchett-Moore Insurance, Inc | AL | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/06/22 | 2022 | Hub International Limited | Stop Loss Insurance Brokers, Inc. | MA | Independent Agency/Broker | MGA | EB & Consulting | Download |
| 07/06/22 | 2022 | Risk Strategies Company, LLC | Selman & Company | OH | Independent Agency/Broker | MGA | EB & Consulting | |
| 07/05/22 | 2022 | Arthur J. Gallagher & Co. | Wrightman Inc. | CA | Public Broker | Retail | P&C | Download |
| 07/05/22 | 2022 | Marsh & McLennan Companies, Inc. | CS Insurance Strategies, Inc. | IL | Public Broker | Retail | Multi Line | Download |
| 07/01/22 | 2022 | Alera Group, Inc. | Innovative Benefit Concepts LLC | AZ | Independent Agency/Broker | Retail | Multi Line | |
| 07/01/22 | 2022 | BroadStreet Partners, Inc. | Book of Business | GA | Independent Agency/Broker | Retail | P&C | |
| 07/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | OH | Independent Agency/Broker | Retail | P&C | |
| 07/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | GA | Independent Agency/Broker | Retail | P&C | |
| 07/01/22 | 2022 | Farmers National Banc Corp. | Champion Insurance Agency | OH | Bank or Thrift | Retail | Multi Line | Download |
| 07/01/22 | 2022 | Keystone Agency Investors LLC | Assets of Metz Insurance Agency, Inc. | IL | Independent Agency/Broker | Retail | P&C | |
| 07/01/22 | 2022 | Keystone Agency Investors LLC | Bullis Insurance Agency LLC | MN | Independent Agency/Broker | Retail | Multi Line | Download |
| 07/01/22 | 2022 | Primerica, Inc. | e-TeleQuote Insurance, Inc. | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 07/01/22 | 2022 | The Hilb Group, LLC | King & Cushman, Inc. | MA | Independent Agency/Broker | Retail | P&C | Download |
| 07/01/22 | 2022 | The Hilb Group, LLC | Specialized book of business | Independent Agency/Broker | Retail | P&C | ||
| 07/01/22 | 2022 | World Insurance Associates, LLC | Coverage Specialists, Inc. | NJ | Independent Agency/Broker | MGA | P&C | Download |
| 06/30/22 | 2022 | Patriot Growth Insurance Services, LLC | Business of BMT Insurance Advisors, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 06/30/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | United Underwriters, Inc. | UT | Independent Agency/Broker | MGA | P&C | Download |
| 06/29/22 | 2022 | Cross Insurance | Northern Benefits of Massachusetts | MA | Independent Agency/Broker | Retail | EB & Consulting | |
| 06/29/22 | 2022 | Inszone Insurance Services, Inc. | Allied Insurance Professionals Group, Inc. | TX | Independent Agency/Broker | Retail | P&C | Download |
| 06/16/22 | 2022 | Acrisure, LLC | QuickInsured.com, LLC | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/14/22 | 2022 | King Insurance Agency, Inc. | Ellett Insurance | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/13/22 | 2022 | Britely Insurance, Inc. | Empire State Brokerage Services, LLC | NY | Independent Agency/Broker | Wholesale | Multi Line | Download |
| 06/09/22 | 2022 | Howden Group Holdings Limited | TigerRisk Partners, LLC | CT | Independent Agency/Broker | MGA | P&C | Download |
| 06/08/22 | 2022 | Brown & Brown, Inc. | All assets of Profits Creation Corp. | GA | Public Broker | Retail | P&C | Download |
| 06/08/22 | 2022 | The Segal Group | Bayview Insurance Group, Inc. | MI | Independent Agency/Broker | Retail | P&C | |
| 06/07/22 | 2022 | Hub International Limited | Physicians Risk Associates Insurance Agency, LLC | CA | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/07/22 | 2022 | Integrity Marketing Group LLC | Hovis & Associates, Inc. | MO | Independent Agency/Broker | Wholesale | Multi Line | Download |
| 06/07/22 | 2022 | Keystone Agency Investors LLC | Keyes Coverage, Inc. | FL | Independent Agency/Broker | Wholesale | Multi Line | Download |
| 06/06/22 | 2022 | Johnson & Johnson, Inc. | Midlands Management Corporation | OK | Independent Agency/Broker | MGA | P&C | Download |
| 06/03/22 | 2022 | Hub International Limited | Assets of Alexander & Company, Inc. | GA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/03/22 | 2022 | Keystone Agency Investors LLC | Chap Arnold Insurance Agency Inc. | MO | Independent Agency/Broker | Retail | P&C | Download |
| 06/03/22 | 2022 | Keystone Agency Investors LLC | Harmony Insurance Services DM, Inc. | IL | Independent Agency/Broker | Retail | P&C | |
| 06/03/22 | 2022 | Keystone Agency Investors LLC | Harrington Hoch, Inc. | IN | Independent Agency/Broker | Retail | Multi Line | |
| 06/03/22 | 2022 | Oak Hill Capital Partners | Dixon Wells, Inc. | AL | Other Buyer | Retail | Multi Line | |
| 06/02/22 | 2022 | Marsh & McLennan Companies, Inc. | Clark Insurance Inc. | ME | Public Broker | Retail | Multi Line | Download |
| 06/02/22 | 2022 | Risk Strategies Company, LLC | VFIS of North Carolina | NC | Independent Agency/Broker | Wholesale | Multi Line | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | SD | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | NJ | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | TX | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | VT | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | FL | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Acrisure, LLC | Undisclosed insurance agency | Independent Agency/Broker | Retail | P&C | ||
| 06/01/22 | 2022 | Alera Group, Inc. | Book of business | OK | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Beyond Risk | Dealer Risk Services, Inc. | FL | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | MD | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | NC | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | GA | Independent Agency/Broker | Retail | P&C | |
| 06/01/22 | 2022 | Brown & Brown, Inc. | All assets of Dealer Specialties Group Corp. | NY | Public Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Hub International Limited | Lee V. Bethel book of business | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 06/01/22 | 2022 | Hub International Limited | Sandy Spring Insurance Corporation | MD | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/01/22 | 2022 | Inszone Insurance Services, Inc. | B-W Insurance Agency, LLC | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/01/22 | 2022 | Inszone Insurance Services, Inc. | First Bosnian Insurance Agency LLC | MO | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Inszone Insurance Services, Inc. | The Insurance Place, Inc. | CO | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Peter C. Foy & Associates Insurance Services, LLC | Lawrence Victoria Insurance Agency, Inc. | OH | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/22 | 2022 | Relation Insurance, Inc. | Bohannon Insurance Agency, Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/01/22 | 2022 | Risk Strategies Company, LLC | Island Insurance Group LLC | FL | Independent Agency/Broker | Retail | Multi Line | |
| 06/01/22 | 2022 | World Insurance Associates, LLC | Allan M. Walker & Company Inc. | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 05/31/22 | 2022 | High Street Insurance Partners, LLC | Rice Agency, Inc. | MD | Independent Agency/Broker | Retail | Multi Line | |
| 05/31/22 | 2022 | Risk Strategies Company, LLC | Ireland Insurance Group, Inc. | NC | Independent Agency/Broker | Retail | Multi Line | |
| 05/26/22 | 2022 | Milestone Partners Management Co., L.P. | GoAuto, LLC / Adaptive Information Technologies, LLC | LA | Other Buyer | Retail | P&C | Download |
| 05/25/22 | 2022 | Integrity Marketing Group LLC | Hegemon Group International, LLC | GA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 05/25/22 | 2022 | Inszone Insurance Services, Inc. | Caleb Insurance and Financial Services, Inc. | TX | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/25/22 | 2022 | The Hilb Group, LLC | commercial property & casualty (P&C) and surety bond business | Independent Agency/Broker- Private Capital Backed | Retail | P&C | ||
| 05/16/22 | 2022 | Arthur J. Gallagher & Co. | Hruska Insurancenter, Inc. | IL | Public Broker | Retail | P&C | |
| 05/16/22 | 2022 | USI Holdings Corporation | Ames-Grenz Insurance Services, Inc. | CA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/12/22 | 2022 | Northlane Capital Partners, LLC | ABEM, Inc. | PA | Other Buyer | Retail | P&C | |
| 05/11/22 | 2022 | Risk Strategies Company, LLC | Assets of Wall 2 Wall Benefit Services LLC | TX | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/11/22 | 2022 | Risk Strategies Company, LLC | The Insurance Center of Central Florida, Inc. | FL | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/10/22 | 2022 | Aquiline Capital Partners LLC | Assets Guaraldi Insurance, LLC | NH | Other Buyer | Retail | Multi Line | |
| 05/10/22 | 2022 | Inszone Insurance Services, Inc. | Trucking Insurance & Accounting, Inc. | AZ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/09/22 | 2022 | AssuredPartners, Inc. | Midwest Group Benefits Inc. | IA | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 05/09/22 | 2022 | BBH Capital Partners | Evins Insurance Agency, Inc. | AR | Other Buyer | Retail | Multi Line | |
| 05/09/22 | 2022 | The Carlyle Group | NSM Insurance Group, Inc. | PA | Other Buyer | MGA | P&C | |
| 05/06/22 | 2022 | Hub International Limited | Assets of Alta Actuaries & Consultants, LLC | IL | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/06/22 | 2022 | The Hilb Group, LLC | Undisclosed EB Agency | VA | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/05/22 | 2022 | Hub International Limited | Great North Insurance Services, Inc. | ND | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 05/04/22 | 2022 | Hub International Limited | Assets of JonesBirdsong LLP | MN | Independent Agency/Broker- Private Capital Backed | MGA | P&C | |
| 05/04/22 | 2022 | Hub International Limited | Williford Insurance Group, Inc. | NC | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/04/22 | 2022 | Integrity Marketing Group LLC | Ash Brokerage LLC | IN | Independent Agency/Broker- Private Capital Backed | Wholesale | Multi Line | |
| 05/03/22 | 2022 | Hub International Limited | Hanson Insurance Group | OR | Independent Agency/Broker- Private Capital Backed | Retail | Multi Line | |
| 05/02/22 | 2022 | Arthur J. Gallagher & Co. | Lighthouse Insurance Group, LLC | OH | Public Broker | Retail | EB & Consulting | |
| 05/01/22 | 2022 | Alera Group, Inc. | TMS Holdings Georgia, Inc | GA | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/22 | 2022 | Alera Group, Inc. | West Michigan Insurance, Inc. | MI | Independent Agency/Broker- Private Capital Backed | Retail | P&C | |
| 05/01/22 | 2022 | BroadStreet Partners, Inc. | Book of business | NJ | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/01/22 | 2022 | BroadStreet Partners, Inc. | Book of business | NV | Independent Agency/Broker- Private Capital Backed | Retail | EB & Consulting | |
| 05/01/22 | 2022 | BroadStreet Partners, Inc. | Certain insurance assets | IL | Independent Agency/Broker- Private Capital Backed | Retail | P&C |
