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 |
|---|---|---|---|---|---|---|---|---|
| 12/19/23 | 2023 | Keystone Agency Partners LLC | GLYAM, INC. | FL | Independent Agency/Broker | Retail | P&C | |
| 12/19/23 | 2023 | Keystone Agency Partners LLC | Sabal Benefits, LLC | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/18/23 | 2023 | Risk Strategies Company, LLC | Robert Alan Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 12/15/23 | 2023 | Champion Risk & Insurance Services, L.P. | LUX Insurance Services | Private Capital | ||||
| 12/15/23 | 2023 | Inszone Insurance Services, Inc. | Lambert & Lambert | Private Capital | ||||
| 12/14/23 | 2023 | Alera Group, Inc. | CBM Insurance Agency LLC | DE | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/14/23 | 2023 | AUB Group Limited | Mexbrit, Inc. | FL | Public Broker | MGA | P&C | |
| 12/13/23 | 2023 | Oakbridge Insurance Agency LLC | M D Iverson Group | GA | Independent Agency/Broker | Retail | P&C | Download |
| 12/13/23 | 2023 | OneDigital Health and Benefits | RiskSOURCE Clark Theders | OH | Independent Agency/Broker | Retail | P&C | Download |
| 12/12/23 | 2023 | Alera Group, Inc. | Fraser Group | AZ | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/12/23 | 2023 | Alliant Insurance Services | Medi-Solutions Insurance Agency | NJ | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 12/12/23 | 2023 | Hub International Limited | Creative Business Solutions Group | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/12/23 | 2023 | Integrity Marketing Group LLC | JST Financial | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 12/11/23 | 2023 | AmeriLife Group, L.L.C. | USA Benefits Group | FL | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 12/11/23 | 2023 | Biltmore Insurance Services | American Insurance Leaders | FL | Independent Agency/Broker | Retail | P&C | Download |
| 12/11/23 | 2023 | High Street Insurance Partners, LLC | Undisclosed insurance agency | Private Capital | ||||
| 12/11/23 | 2023 | Maury Donnelly & Parr, Inc. | Wetzel & Lanzi, Inc. | MD | Independent Agency/Broker | Retail | P&C | Download |
| 12/08/23 | 2023 | Brown & Brown, Inc. | ABS Risk, LLC | Public Broker | MGA | P&C | Download | |
| 12/08/23 | 2023 | Risk Strategies Company, LLC | Undisclosed insurance agency | Private Capital | ||||
| 12/06/23 | 2023 | Higginbotham & Associates, Inc. | Botson Insurance Group | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/05/23 | 2023 | Arthur J. Gallagher & Co. | Hunt Insurance Agency, Inc. | IL | Public Broker | Retail | P&C | Download |
| 12/05/23 | 2023 | Hub International Limited | Disability Income Services, Inc | CA | Independent Agency/Broker | Wholesale | P&C | |
| 12/05/23 | 2023 | Hub International Limited | The Assets Of Professional Financial Specialists, Inc. | CO | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/05/23 | 2023 | Integrity Marketing Group LLC | Hemati Insurance Agency | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 12/05/23 | 2023 | Patriot Growth Insurance Services, LLC | Blueprint Benefits | CT | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/04/23 | 2023 | Confie Seguros Insurance Services | Retail division | Independent Agency/Broker | Retail | P&C | Download | |
| 12/04/23 | 2023 | IMA Financial Group, Inc. | EBS Insurance Brokers, Inc. | MA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/23 | 2023 | AssuredPartners, Inc. | Undisclosed insurance agency | Private Capital | ||||
| 12/01/23 | 2023 | BroadStreet Partners, Inc. | The Quintal Agency | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/23 | 2023 | High Street Insurance Partners, LLC | Working Class Benefits LLC | Private Capital | ||||
| 12/01/23 | 2023 | Hyland Insurance | Stack Insurance Agency, Inc. | Private Capital | ||||
| 12/01/23 | 2023 | Relation Insurance Services, Inc. | Kane Insurance Agency | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/23 | 2023 | Relation Insurance, Inc. | Assets of Kane Insurance Agency, Inc. | IL | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/23 | 2023 | The Hilb Group, LLC | Inspired, Inc. | Private Capital | ||||
| 12/01/23 | 2023 | The Hilb Group, LLC | NEES Enroll, Inc. | Private Capital | ||||
| 12/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | MA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | TN | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | RI | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/01/23 | 2023 | Unison Risk Advisors | Arnold & Barton Insurance | FL | Independent Agency/Broker | Retail | P&C | |
| 12/01/23 | 2023 | USI Insurance Services, LLC | BOK Financial Insurance, Inc. | CO | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/23 | 2023 | Woodlands Financial Group | Brinson, Inc. | NC | Independent Agency/Broker | Retail | EB & Consulting | |
| 12/01/23 | 2023 | World Insurance Associates, LLC | American Trust Insurance LLC | SD | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/23 | 2023 | World Insurance Associates, LLC | AVI Insurance Group, LLC | CT | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/23 | 2023 | World Insurance Associates, LLC | Calhoun Agency, Inc. | NJ | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/01/23 | 2023 | World Insurance Associates, LLC | Exchange Underwriters, Inc. | PA | Independent Agency/Broker | Retail | P&C | Download |
| 12/01/23 | 2023 | World Insurance Associates, LLC | Foy Insurance Group, Inc. | NH | Independent Agency/Broker | Retail | P&C | Download |
| 11/30/23 | 2023 | Higginbotham & Associates, Inc. | Marshall Young Insurance | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/30/23 | 2023 | High Street Insurance Partners, LLC | Oswego Valley Insurance Agencies, LLC | Private Capital | ||||
| 11/30/23 | 2023 | Inszone Insurance Services, Inc. | Brandee Insurance Services Inc. | Private Capital | ||||
| 11/28/23 | 2023 | Integrity Marketing Group LLC | Forefront Agency | TX | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/27/23 | 2023 | Independence Pet Group, Inc. | Pets Best Insurance Services, LLC | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 11/27/23 | 2023 | Union Bay Risk Advisors LLC | Commercial Brokers of America | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 11/24/23 | 2023 | The Liberty Company Insurance Brokers, LLC | Independent Corporate Underwriters | Independent Agency/Broker | MGA | Multi Line | Download | |
| 11/22/23 | 2023 | Mission Underwriters | American Eagle Underwriting Managers | Independent Agency/Broker | MGA | P&C | ||
| 11/21/23 | 2023 | Arthur J. Gallagher & Co. | Hughes Insurance Agency Inc. | Public Broker | Retail | Multi Line | Download | |
| 11/21/23 | 2023 | Kaplansky Insurance Agency, Inc. | KGBHTK Inc. | Independent Agency/Broker | Retail | P&C | ||
| 11/21/23 | 2023 | Leavitt Group Enterprises, Inc. | Kimbler Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/21/23 | 2023 | Vantage Insurance Partners, Inc. | Undisclosed Insurance Agency | Private Capital | ||||
| 11/16/23 | 2023 | Arthur J. Gallagher & Co. | Certain Assets of Coverys Insurance Services Office | Public Broker | MGA | P&C | Download | |
| 11/16/23 | 2023 | Brown & Brown, Inc. | Insurance Portfolio | Public Broker | Retail | EB & Consulting | ||
| 11/16/23 | 2023 | Genstar Capital, LLC | Amwins | Other Buyer | Wholesale | Multi Line | Download | |
| 11/14/23 | 2023 | Bailey Place Insurance Agency, Inc. | Tanner-Ibbotson, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 11/14/23 | 2023 | Higginbotham & Associates, Inc. | Byars Wright | AL | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/14/23 | 2023 | Higginbotham & Associates, Inc. | Flowers Insurance | AL | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/14/23 | 2023 | Higginbotham & Associates, Inc. | Pritchett Moore | AL | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/14/23 | 2023 | Hotchkiss Insurance Agency Inc. | InCore Group | TX | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/14/23 | 2023 | Inszone Insurance Services, Inc. | Hawks View Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 11/14/23 | 2023 | Integrity Marketing Group LLC | Living Hope Life Group | SC | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/13/23 | 2023 | Arch Capital Group Ltd. | Mortgage Insurance Business | Insurance Company | Wholesale | P&C | Download | |
| 11/11/23 | 2023 | Element Risk Management | Chapracki Insurance Agency | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 11/10/23 | 2023 | Leavitt Group Enterprises, Inc. | Brian Lewis Insurance | Independent Agency/Broker | Retail | P&C | Download | |
| 11/10/23 | 2023 | Leavitt Group Enterprises, Inc. | Maxwell Insurance Group | Independent Agency/Broker | Retail | P&C | Download | |
| 11/09/23 | 2023 | Hub International Limited | Assets of Insurance Allies LLC | Independent Agency/Broker | MGA | P&C | Download | |
| 11/09/23 | 2023 | Inszone Insurance Services, Inc. | Max Breisse Insurance Agency | Independent Agency/Broker | Retail | Multi Line | Download | |
| 11/09/23 | 2023 | Leavitt Group Enterprises, Inc. | Antioch Insurance Agency | Independent Agency/Broker | Retail | Multi Line | Download | |
| 11/09/23 | 2023 | Leavitt Group Enterprises, Inc. | Baker Insurance | Independent Agency/Broker | Retail | Multi Line | Download | |
| 11/09/23 | 2023 | Simplicity Group Holdings, Inc. | Passerelle Partners | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 11/09/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 11/09/23 | 2023 | Zurich American Insurance Co. | Farmers Exchange's flood program servicing arm | Insurance Company | Wholesale | P&C | Download | |
| 11/09/23 | 2023 | Zurich American Insurance Co. | Farmers General Insurance Agency | Insurance Company | Wholesale | P&C | Download | |
| 11/09/23 | 2023 | Zurich American Insurance Co. | Kraft Lake Insurance Agency | Insurance Company | Wholesale | P&C | Download | |
| 11/09/23 | 2023 | Zurich American Insurance Co. | Western Star Insurance Services | Insurance Company | Wholesale | P&C | Download | |
| 11/08/23 | 2023 | Arch Capital Group Ltd. | certain assets of Intellectual Property Liability MGA business | Insurance Company | MGA | P&C | Download | |
| 11/08/23 | 2023 | Arthur J. Gallagher & Co. | WDK Benefits, LLC | Public Broker | Retail | EB & Consulting | Download | |
| 11/08/23 | 2023 | Signers National, LLC | Carriage Trade Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 11/08/23 | 2023 | Signers National, LLC | Robert O. Hampton Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 11/08/23 | 2023 | Signers National, LLC | The Sanctuary Insurance Agency, Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 11/08/23 | 2023 | Unison Risk Advisors | Employee Benefit Services Maryland, Inc. | Independent Agency/Broker | Retail | EB & Consulting | ||
| 11/07/23 | 2023 | Arthur J. Gallagher & Co. | The Evans Agency, LLC | Public Broker | Retail | Multi Line | Download | |
| 11/07/23 | 2023 | Goldman Sachs Asset Management | DOXA Insurance Holdings LLC | Other Buyer | MGA | Multi Line | Download | |
| 11/07/23 | 2023 | Integrity Marketing Group LLC | Inspire Insurance Group | AZ | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 11/07/23 | 2023 | Warner Pacific Insurance Services, Inc. | BeneUSA LLC | Independent Agency/Broker | MGA | EB & Consulting | Download | |
| 11/06/23 | 2023 | Hub International Limited | Renaissance Benefit Advisors Group | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 11/06/23 | 2023 | Relation Insurance Services, Inc. | HR Virtual Solutions | IL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/06/23 | 2023 | Relation Insurance Services, Inc. | North Shore Benefit Partners Corporation | IL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 11/03/23 | 2023 | Hub International Limited | Assets of Franklin Financial Group, LLC/ Franklin Investment Group, LLC | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 11/03/23 | 2023 | Sterling & Sterling, LLC | Undisclosed insurance agency | Private Capital | ||||
| 11/03/23 | 2023 | The Hilb Group, LLC | Undisclosed Insurance Agency | Private Capital | ||||
| 11/03/23 | 2023 | Travelers Companies, Inc. | Corvus | Insurance Company | MGA | P&C | Download | |
| 11/02/23 | 2023 | Evertree Insurance | Prosper Insurance Group | Independent Agency/Broker | Wholesale | Multi Line | Download | |
| 11/02/23 | 2023 | Hub International Limited | Assets of OH-INS, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 11/01/23 | 2023 | Alera Group, Inc. | P&C Book of Business | Independent Agency/Broker | Retail | P&C | ||
| 11/01/23 | 2023 | AssuredPartners, Inc. | Undisclosed insurance agency | Private Capital | ||||
| 11/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 11/01/23 | 2023 | Cross Insurance | Sculos & Santilli Insurance Agency | Independent Agency/Broker | Retail | Multi Line | Download | |
| 11/01/23 | 2023 | Higginbotham & Associates, Inc. | Where Relationships Matter Group, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 11/01/23 | 2023 | High Street Insurance Partners, LLC | Wingate Insurance Group, Inc. | Private Capital | ||||
| 11/01/23 | 2023 | Horton Group | Physician’s Armor Insurance Services | Independent Agency/Broker | Retail | P&C | Download | |
| 11/01/23 | 2023 | OneDigital Health and Benefits | Crum-Halsted Agency Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 11/01/23 | 2023 | Patriot Growth Insurance Services, LLC | Assets of Gilmartin Insurance Agency Inc. | Independent Agency/Broker | Retail | P&C | ||
| 11/01/23 | 2023 | Patriot Growth Insurance Services, LLC | Assets of Maggiacomo Insurance Agency Inc. | Independent Agency/Broker | Retail | P&C | ||
| 11/01/23 | 2023 | Patriot Growth Insurance Services, LLC | Douce James Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 11/01/23 | 2023 | Patriot Growth Insurance Services, LLC | Hanuschak Insurance Agency, Inc. | RI | Independent Agency/Broker | Retail | P&C | |
| 11/01/23 | 2023 | The McGowan Companies | Protexure Insurance Agency | Independent Agency/Broker | MGA | P&C | Download | |
| 10/31/23 | 2023 | Alliant Insurance Services | 3000 Insurance Group, LLC | OK | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/31/23 | 2023 | Alliant Insurance Services | Commercial Risk Group | OK | Independent Agency/Broker | Retail | P&C | Download |
| 10/31/23 | 2023 | Alliant Insurance Services | The Arrow Group | OK | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/31/23 | 2023 | Inszone Insurance Services, Inc. | Arizona Assurance Agency, Inc | AZ | Independent Agency/Broker | Retail | Multi Line | |
| 10/31/23 | 2023 | Inszone Insurance Services, Inc. | Desert Mountain Agency Inc. | NM | Independent Agency/Broker | Retail | Multi Line | |
| 10/31/23 | 2023 | Inszone Insurance Services, Inc. | Frank Vitale Insurance | Private Capital | ||||
| 10/31/23 | 2023 | Integrity Marketing Group LLC | Senior Med Benefits | UT | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/30/23 | 2023 | Duffy Insurance Agency, Inc. | Lauranzano Insurance Agency | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/30/23 | 2023 | Risk Strategies Company, LLC | Fairmount Benefits, Inc. | PA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/30/23 | 2023 | Ryan Specialty Group, LLC | AccuRisk Solutions LLC | IL | Public Broker | MGA | EB & Consulting | Download |
| 10/29/23 | 2023 | Cross Insurance | Greenberg Rhein Margolis, Inc. | CT | Independent Agency/Broker | Retail | Multi Line | |
| 10/26/23 | 2023 | Keystone Insurers Group, Inc. | Canyon Lands Insurance 1, Inc | AZ | Independent Agency/Broker | Retail | P&C | Download |
| 10/26/23 | 2023 | Leavitt Group Enterprises, Inc. | Bishop Insurance | UT | Independent Agency/Broker | Retail | P&C | Download |
| 10/26/23 | 2023 | TWFG Holding Company, LLC | Jeff Kincaid Insurance Group | NC | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/24/23 | 2023 | Arthur J. Gallagher & Co. | Cadence Insurance Inc. | AL | Public Broker | Retail | P&C | Download |
| 10/24/23 | 2023 | Integrity Marketing Group LLC | Health & Wealth Agency | FL | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/24/23 | 2023 | Risk Strategies Company, LLC | North Bay Business | Independent Agency/Broker | Retail | P&C | Download | |
| 10/23/23 | 2023 | Arthur J. Gallagher & Co. | Rosenzweig Insurance Agency, Inc. | NY | Public Broker | Retail | Multi Line | Download |
| 10/23/23 | 2023 | OneDigital Health and Benefits | Champlain Insuring | VT | Independent Agency/Broker | Retail | P&C | Download |
| 10/23/23 | 2023 | OneDigital Health and Benefits | Titus Insurance Agency | VT | Independent Agency/Broker | Retail | P&C | Download |
| 10/23/23 | 2023 | Simplicity Group Holdings, Inc. | Aptus Marketing | OH | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/23/23 | 2023 | USI Holdings Corporation | Cavanah Associates | HI | Independent Agency/Broker | Retail | P&C | Download |
| 10/20/23 | 2023 | Lawley Insurance | Shoff Darby Companies, Incorporated | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/20/23 | 2023 | White Mountains Insurance Group, Ltd. | Bamboo Ide8 Insurance Services, LLC | UT | Other Buyer | MGA | P&C | Download |
| 10/19/23 | 2023 | Higginbotham & Associates, Inc. | Bourg Insurance | LA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/19/23 | 2023 | OneDigital Health and Benefits | KBM Management, Inc. | NY | Independent Agency/Broker | Retail | EB & Consulting | |
| 10/18/23 | 2023 | Arthur J. Gallagher & Co. | Assets of Meadowbrook Inc. | MI | Public Broker | Retail | Multi Line | Download |
| 10/18/23 | 2023 | King Insurance Agency, Inc. | Thetford Insurance Services | TN | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/18/23 | 2023 | Leavitt Group Enterprises, Inc. | 208benefits, LLC | ID | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/17/23 | 2023 | AmeriLife Group, L.L.C. | Senior Elite Services | TN | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/17/23 | 2023 | Arthur J. Gallagher & Co. | Clements Worldwide | DC | Public Broker | Retail | P&C | Download |
| 10/17/23 | 2023 | Brown & Brown, Inc. | Substantially All Of The Assets Of The Pacific Underwriters Corporation | WA | Public Broker | MGA | P&C | Download |
| 10/17/23 | 2023 | National General Holdings Corp. | WRC Agency, Inc. | Insurance Company | Wholesale | P&C | ||
| 10/17/23 | 2023 | NFP Corp. | Benefits & Co. | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/16/23 | 2023 | Alden C Goodnow Insurance Agency | Anlign Insurance | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/16/23 | 2023 | Hub International Limited | Asset of Asset Protection, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 10/16/23 | 2023 | Rms Insurance Brokerage LLC | Clancy & Clancy Brokerage Ltd. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 10/13/23 | 2023 | Higginbotham & Associates, Inc. | Total Employee Benefits | GA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/13/23 | 2023 | TrueNorth Companies LLC | United Prairie Insurance | MN | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/13/23 | 2023 | Unison Risk Advisors | Consolidated Insurance Center, Inc. | Independent Agency/Broker | Retail | Multi Line | ||
| 10/12/23 | 2023 | Element Risk Management | National Advisors Group Insurance Agency | PA | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/12/23 | 2023 | Union Bay Risk Advisors LLC | Deken Benjamin Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 10/11/23 | 2023 | Integris Group, Inc. | CorePRO Insurance | Insurance Company | Retail | P&C | Download | |
| 10/11/23 | 2023 | King Insurance Agency, Inc. | DMA Agency | NC | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/11/23 | 2023 | Liberty Company Insurance Brokers | Farley-Buren Insurance Services | OH | Independent Agency/Broker | Retail | P&C | Download |
| 10/11/23 | 2023 | Patriot Growth Insurance Services, LLC | Two Twelve Benefits | FL | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 10/11/23 | 2023 | The Liberty Company Insurance Brokers, LLC | Farley-Peeples Insurance Inc. | OH | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/11/23 | 2023 | World Insurance Associates, LLC | Oakwood Insurance Agency | NJ | Independent Agency/Broker | Retail | P&C | Download |
| 10/10/23 | 2023 | King Insurance Agency, Inc. | David L. May Jr. Agency and Associates, Inc. | Private Capital | Download | |||
| 10/10/23 | 2023 | Leavitt Group Enterprises, Inc. | Eilert Insurance | CA | Independent Agency/Broker | Retail | P&C | Download |
| 10/10/23 | 2023 | Leavitt Group Enterprises, Inc. | Patriot Insurance Network | FL | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/10/23 | 2023 | Unison Risk Advisors | Keyes Insurance LLC/Gallagher Property and Casualty LLC | FL | Independent Agency/Broker | Retail | P&C | |
| 10/09/23 | 2023 | National General Holdings Corp. | WRC Agency Inc | WI | Insurance Company | Retail | P&C | |
| 10/05/23 | 2023 | ALKEME Holdings Corporation | Cartier Insurance Group | TX | Independent Agency/Broker | Retail | P&C | Download |
| 10/05/23 | 2023 | Arthur J. Gallagher & Co. | General Southwest Insurance Agency | AZ | Public Broker | Retail | P&C | Download |
| 10/05/23 | 2023 | Arthur J. Gallagher & Co. | The Coverage Pro | AZ | Public Broker | Retail | P&C | Download |
| 10/05/23 | 2023 | Emerson Rogers, LLC | Wholesale Employee Benefits Division | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 10/05/23 | 2023 | Inszone Insurance Services, Inc. | DeVoy Insurance Group | MO | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/05/23 | 2023 | Texas State Bankshares, Inc. | Smith-Reagan Insurance Agency | TX | Bank or Thrift | Retail | Multi Line | Download |
| 10/04/23 | 2023 | Arthur J. Gallagher & Co. | Wla Insurance, LLC | KY | Public Broker | Retail | EB & Consulting | Download |
| 10/04/23 | 2023 | Hub International Limited | Assets of Great Basin Insurance Eugene LLC | OR | Independent Agency/Broker | Retail | Multi Line | Download |
| 10/04/23 | 2023 | Leavitt Group Enterprises, Inc. | Dott Insurance Group | Independent Agency/Broker | Retail | P&C | Download | |
| 10/03/23 | 2023 | AmeriLife Group, L.L.C. | GS National Insurance | PA | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/03/23 | 2023 | Integrity Marketing Group LLC | Prosper with Purpose Financial | FL | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 10/02/23 | 2023 | Alera Group, Inc. | Manry & Heston, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 10/02/23 | 2023 | Keystone Agency Partners LLC | Assets of Wetzel Insurance Agency Inc. | IN | Independent Agency/Broker | Retail | Multi Line | |
| 10/01/23 | 2023 | Alera Group, Inc. | Brio Benefit Consulting, Inc. | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 10/01/23 | 2023 | Arbor Insurance Group Inc. | FA Insurance | PA | Independent Agency/Broker | Retail | P&C | Download |
| 10/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 10/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 10/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 10/01/23 | 2023 | BroadStreet Partners, Inc. | Certain Insurance Assets | Independent Agency/Broker | Retail | EB & Consulting | ||
| 10/01/23 | 2023 | Cross Insurance | Advocate Brokerage | Independent Agency/Broker | Retail | P&C | Download | |
| 10/01/23 | 2023 | First MainStreet Insurance L. C. | Harmeyer Insurance | Private Capital | Download | |||
| 10/01/23 | 2023 | First MainStreet Insurance L. C. | Liberty Insurance Agency | Private Capital | Download | |||
| 10/01/23 | 2023 | First MainStreet Insurance L. C. | SMC Insurance | Private Capital | Download |