Industry Transactions

Home » Insurance Industry M&A Transactions

2024 Acquisition Details (YTD as of March 31, 2024)

Who’s Buying
Insurance Brokers – Independent16
Insurance Brokers – Public9
Insurance Brokers – Private Capital-Backed85
Insurance Carrier and Other3
Banks and Thrifts1
What’s Being Bought
Full Service29
P&C65
Multi Line20
Retail vs. Specialty
Retail95
Specialty19

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

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Announced DateDeal YearBuyerSellerSeller LocationBuyer TypeSeller TypeSeller Line of BusinessPress Release
10/31/212021High Street Insurance Partners, LLCWIFS Inc. dba Best Rates for InsuranceNCIndependent Agency/Broker- Private Capital BackedRetailP&C
10/31/212021XPT Group LLCS&H Underwriters IncVTIndependent Agency/Broker- Private Capital BackedMGAP&C
10/27/212021Arthur J. Gallagher & Co.VanDyke Group Inc.ILPublic BrokerRetailMulti Line
10/27/212021Origin Bancorp, Inc.The Lincoln Agency, LLCLABank or ThriftRetailP&C
10/26/212021AssuredPartners, Inc.Jones & Maulding Insurance Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
10/26/212021IMA Financial Group, Inc.Parker, Smith & Feek, Inc.WAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
10/25/212021Elmwood Agency Corp.Oasis Group & Associates, LLCNYIndependent Agency/BrokerRetailP&C
10/25/212021Searchlight CapitalEuclid TransactionalNYOther BuyerMGAP&C
10/22/212021Liberty Company Insurance BrokersAura Risk ManagementCAIndependent Agency/BrokerMGAP&C
10/21/212021Crest Insurance Group, LLCFrontier, LLCCOIndependent Agency/BrokerRetailP&C
10/21/212021Experian plcGabi Personal Insurance Agency, Inc.CAOther BuyerRetailP&C
10/21/212021Liberty Company Insurance BrokersThe Perzel AgencyPAIndependent Agency/BrokerWholesaleMulti Line
10/20/212021Higginbotham & Associates, Inc.Financial Benefit Services, LLCTXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
10/19/212021AssuredPartners, Inc.Jester Insurance Services Inc.IAIndependent Agency/Broker- Private Capital BackedRetailP&C
10/15/212021Ensurise LLCProperty and Casualty Business of Gerczak Insurance Agency, Inc.VAIndependent Agency/BrokerRetailP&C
10/14/212021Higginbotham & Associates, Inc.Mass Group Marketing, Inc.TXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
10/13/212021Keystone Agency Investors LLCAssets of McGowan Insurance Group Inc.INIndependent Agency/Broker- Private Capital BackedRetailMulti Line
10/12/212021Arthur J. Gallagher & Co.W P Dolle LLCOHPublic BrokerRetailMulti Line
10/12/212021Hub International LimitedAssets Of Safe Harbour Group, Ltd.NYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
10/11/212021Arthur J. Gallagher & Co.River Valley Capital Insurance, Inc.IAPublic BrokerRetailP&C
10/11/212021Arthur J. Gallagher & Co.SeaCoast Underwriters, Inc.FLPublic BrokerMGAP&C
10/11/212021Hub International LimitedAssets Of Jerry Baird Agency Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
10/11/212021PEAK6 LLCWe Insure Group, Inc.FLOther BuyerWholesaleP&C
10/11/212021USI Holdings CorporationDaul Insurance Agency, Inc.LAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
10/08/212021Hub International LimitedVerity Insurance Services Inc. / Bellehaven Management Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
10/07/212021Galway Insurance HoldingsAssets of Russell Bond & Co. Inc.NYIndependent Agency/Broker- Private Capital BackedMGAP&C
10/07/212021Hub International LimitedEaton-Provident Group, LLCAZIndependent Agency/Broker- Private Capital BackedRetailP&C
10/07/212021Integrity Marketing Group LLCD&D Insurance Agency, Inc.MAIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
10/06/212021A.N. Ansay & Associates, Inc.Buxton O'Neill Insurance AgencyWIIndependent Agency/BrokerRetailMulti Line
10/06/212021DOXA Insurance Holdings LLCA.G.I.A., Inc./ Worldwide Rescue and Security, Inc.CAIndependent Agency/Broker- Private Capital BackedMGAP&C
10/05/212021Hub International LimitedSilverman Financial, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
10/05/212021Integrity Marketing Group LLCBrokerage 1 Agency, Inc.OHIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
10/04/212021Coalition Insurance Solutions, Inc.Attune IsuranceIndependent Agency/Broker- Private Capital BackedMGAP&C
10/04/212021Hub International LimitedAssets of CM&F Group, Inc.NYIndependent Agency/Broker- Private Capital BackedMGAP&C
10/04/212021Liberty Company Insurance BrokersSouthern Palm InsuranceFLIndependent Agency/BrokerRetailP&C
10/04/212021Neptune Flood IncorporatedJumpstart Insurance Solutions, Inc.CAIndependent Agency/BrokerWholesaleP&C
10/01/212021Acrisure, LLCAtlantic Shield Insurance Group LLCSCIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021Acrisure, LLCUndisclosed Insurance AgencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021Acrisure, LLCUndisclosed Insurance AgencyLAIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021Acrisure, LLCUndisclosed Insurance AgencyNYIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021Alera Group, Inc.Bagwell & Bagwell Insurance LLCNCIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021BroadStreet Partners, Inc.Book of BusinessNYIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021BroadStreet Partners, Inc.Certain insurance assetsFLIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021BroadStreet Partners, Inc.Certain insurance assetsNCIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021Butler & Messier, Inc.Alpine Insurance AgencyRIIndependent Agency/BrokerRetailP&C
10/01/212021Butler & Messier, Inc.Capuano Insurance AgencyRIIndependent Agency/BrokerRetailP&C
10/01/212021First Light Program Managers, Inc.Marine N-Surance Brokers Inc.ALIndependent Agency/BrokerMGAP&C
10/01/212021Heffernan Insurance BrokersRose City Associates, LLCORIndependent Agency/Broker- Private Capital BackedRetailMulti Line
10/01/212021Heffernan Insurance BrokersTwentytwenty Insurance ServicesCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
10/01/212021High Street Insurance Partners, LLCSandy Garza & Associates IncTXIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021Mcintire & Associates, Inc.Landmark Insurance Group, LLCTNIndependent Agency/BrokerRetailEB & Consulting
10/01/212021Morse Insurance Agency, Inc.Magoon Insurance agency, IncMAIndependent Agency/BrokerRetailP&C
10/01/212021Patriot Growth Insurance Services, LLCCrosslet Insurance Inc.FLIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021Patriot Growth Insurance Services, LLCKoverage Insurance Group, LLCCTIndependent Agency/Broker- Private Capital BackedRetailMulti Line
10/01/212021Patriot Growth Insurance Services, LLCOrtega Ranch Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021Patriot Growth Insurance Services, LLCSherrill & CompanyGAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
10/01/212021Peter C. Foy & Associates Insurance Services, LLCChesapeake Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
10/01/212021The Hilb Group, LLCBook of Personal Lines Business of D. F. Dwyer & Associates, LLCRIIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021The Hilb Group, LLCForrest Insurance AgencyMAIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021The Hilb Group, LLCGerardi Insurance Services, Inc.CTIndependent Agency/Broker- Private Capital BackedRetailMulti Line
10/01/212021World Insurance Associates, LLCMarino Agency Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
10/01/212021World Insurance Associates, LLCPope Insurance Agency, Inc.MAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
10/01/212021World Insurance Associates, LLCTotal Coverage InsuranceTXIndependent Agency/Broker- Private Capital BackedRetailP&C
09/30/212021Arthur J. Gallagher & Co.Alpha Surety & Insurance Brokerage, LLCARPublic BrokerWholesaleP&C
09/30/212021Digital Insurance, Inc.Praxis Consulting, Inc.INIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/30/212021High Street Insurance Partners, LLCMcdonald Insurance, LLCTNIndependent Agency/Broker- Private Capital BackedRetailMulti Line
09/30/212021High Street Insurance Partners, LLCPegram Agency, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailMulti Line
09/30/212021Peter C. Foy & Associates Insurance Services, LLCFarris Evans Insurance Agency, Inc.TNIndependent Agency/Broker- Private Capital BackedRetailP&C
09/30/212021Relation Insurance, Inc.Truck Insurance Mart, Inc.MOIndependent Agency/Broker- Private Capital BackedRetailP&C
09/30/212021Risk Strategies Company, LLCCorrigan Johnston Risk Advisors, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
09/30/212021Risk Strategies Company, LLCHill Program Managers LLCCOIndependent Agency/Broker- Private Capital BackedMGAP&C
09/29/212021NFP Corp.www.FindMyBenefits.comOHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/29/212021Patriot Growth Insurance Services, LLCSouthern Insurance Group, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailP&C
09/29/212021Relation Insurance, Inc.Assets of Insley Insurance & Financial Services, Inc.DEIndependent Agency/Broker- Private Capital BackedRetailP&C
09/29/212021SandStone Insurance Partners, LLCAssets of National Health Insurance AgenciesFLIndependent Agency/BrokerRetailEB & Consulting
09/28/212021Relation Insurance, Inc.Assets of The Furman Co., Inc.SCIndependent Agency/Broker- Private Capital BackedRetailP&C
09/23/212021Relation Insurance, Inc.Assets of Pitts Insurance Team LLCSCIndependent Agency/Broker- Private Capital BackedRetailP&C
09/22/212021Liberty Company Insurance BrokersCorMarc Insurance Services, Inc.CAIndependent Agency/BrokerRetailP&C
09/22/212021Relation Insurance, Inc.Assets of Perry Insurance Group Inc.SCIndependent Agency/Broker- Private Capital BackedRetailP&C
09/21/212021Arthur J. Gallagher & Co.Files Agribusiness, LLCLAPublic BrokerRetailP&C
09/21/212021GI PartnersPatriot Growth Insurance ServicesPAOther BuyerRetailMulti Line
09/21/212021Integrity Marketing Group LLCFidelis ConsultantsAZIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
09/20/212021AssuredPartners, Inc.Smith-Reiss Agency, Inc.OHIndependent Agency/Broker- Private Capital BackedRetailP&C
09/20/212021Brown & Brown, Inc.Gremesco of New Jersey LLCNJPublic BrokerWholesaleP&C
09/20/212021Hub International LimitedInsurance brokerage assets of Joyce M. (Dixie) PurselleyTXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/20/212021USI Holdings CorporationInsurance and Capital Management LLCWAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/17/212021Alera Group, Inc.Brokerage Commercial Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/16/212021BroadStreet Partners, Inc.Undisclosed insurance agencyIndependent Agency/Broker- Private Capital BackedRetailMulti Line
09/16/212021DOXA Insurance Holdings LLCCaitlin-Morgan Insurance ServicesINIndependent Agency/Broker- Private Capital BackedMGAP&C
09/16/212021Peter C. Foy & Associates Insurance Services, LLCGimlin & Udy Insurance Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/15/212021Alera Group, Inc.Fendley Gregg Benefits Inc.AZIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/15/212021NSI Insurance GroupExpress InsuranceFLIndependent Agency/BrokerRetailP&C
09/15/212021NSI Insurance GroupWhite Cloud InsuranceFLIndependent Agency/BrokerRetailP&C
09/14/212021Arthur J. Gallagher & Co.Lloyd Bedford Cox, Inc.NYPublic BrokerRetailP&C
09/14/212021AssuredPartners, Inc.Employee One Benefit Solutions LLCMDIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/14/212021Integrity Marketing Group LLCAegis Financial, Inc.COIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
09/13/212021Baldwin Risk PartnersJacobson, Goldfarb & Scott, Inc.NJPublic BrokerMGAP&C
09/13/212021Patriot Growth Insurance Services, LLCUndisclosed insurance agencyMAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/10/212021High Street Insurance Partners, LLCJohn C Lee Insurance Group LLCPAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/10/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyMAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/09/212021Digital Insurance, Inc.Katz Insurance Group LLCVAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/09/212021King Insurance Agency, Inc.Corsair Insurance Agency LLCFLIndependent Agency/Broker- Private Capital BackedRetailP&C
09/09/212021Porch Group, Inc.American Home Protect, LLCTXOther BuyerMGAP&C
09/08/212021Alera Group, Inc.Propel Insurance Agency, LLCWAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
09/08/212021Baldwin Risk PartnersWhite Hill Plaza, Inc.TXPublic BrokerRetailEB & Consulting
09/08/212021Genstar Capital, LLCAlera Group, Inc.ILOther BuyerRetailMulti Line
09/08/212021Hub International LimitedAssets of McNellis & Company, IncILIndependent Agency/Broker- Private Capital BackedRetailP&C
09/08/212021Integrity Marketing Group LLCOberlin MarketingINIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
09/08/212021Patriot Growth Insurance Services, LLCHerndon Carr & Co., Inc.FLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
09/08/212021Peter C. Foy & Associates Insurance Services, LLCPreferred Insurance Service, IncMIIndependent Agency/Broker- Private Capital BackedRetailP&C
09/07/212021Alliant Insurance ServicesSenior Savings Network LLCSCIndependent Agency/Broker- Private Capital BackedWholesaleP&C
09/07/212021USI Holdings CorporationReynolds & Reynolds Inc.IAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
09/06/212021Yuba-Sutter Farm BureauFletcher & Associates Insurance Services, Inc.CAOther BuyerRetailP&C
09/04/212021World Insurance Associates, LLCZodiac Insurance Services, LLCNJIndependent Agency/Broker- Private Capital BackedMGAP&C
09/03/212021Alliant Insurance ServicesDennis Breitenfeldt Health Insurance Services LLCMNIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/03/212021High Street Insurance Partners, LLCLarry E Brown, Jr. Insurance Agency, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailP&C
09/03/212021High Street Insurance Partners, LLCThe DeFinis AgencyPAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
09/02/212021Alliant Insurance ServicesWest Coast Insurance Services, Inc.WAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
09/02/212021Marsh & McLennan Companies, Inc.Vaaler Insurance, Inc.NDPublic BrokerRetailMulti Line
09/02/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyUTIndependent Agency/Broker- Private Capital BackedRetailP&C
09/02/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyPAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Acrisure, LLCA-Affordable Insurance Agency Inc.MAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Acrisure, LLCUndisclosed insurance agencyNYIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Acrisure, LLCUndisclosed insurance agencyMOIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Acrisure, LLCUndisclosed Insurance agencyMIIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Acrisure, LLCUndisclosed Insurance AgencyKSIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Acrisure, LLCUndisclosed Insurance AgencyNJIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Acrisure, LLCUndisclosed Insurance AgencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Acrisure, LLCUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Acrisure, LLCUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Alliant Insurance ServicesTIG Thomas Insurance GroupMOIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/01/212021BroadStreet Partners, Inc.Book of BusinessMDIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021BroadStreet Partners, Inc.Certain insurance assetsMNIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021BroadStreet Partners, Inc.Certain insurance assetsOHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/01/212021Colony Bankcorp, Inc.Hillery McBroom AgencyGABank or ThriftRetailP&C
09/01/212021Colony Bankcorp, Inc.Jim Butler agencyGABank or ThriftRetailP&C
09/01/212021Colony Bankcorp, Inc.The John Palmer agencyGABank or ThriftRetailP&C
09/01/212021Heffernan Insurance BrokersArchbold & Father Insurance Associates, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Heffernan Insurance BrokersHenkes Welsh Insurance, Inc.NVIndependent Agency/Broker- Private Capital BackedRetailMulti Line
09/01/212021High Street Insurance Partners, LLCLawson Insurance Group, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021High Street Insurance Partners, LLCUndisclosed insurance agencyILIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Inszone Insurance Services, Inc.Yuma Insurance, Inc.AZIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Keystone Agency Investors LLCCertain assetsNYIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Keystone Agency Investors LLCCertain assetsPAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Keystone Agency Investors LLCUndisclosed insurance agencyIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021McGowan CompaniesMiddleOak/Dauntless Specialty BrokerageCTIndependent Agency/BrokerMGAP&C
09/01/212021Oakbridge Insurance Agency LLCSnider Killingsworth Insurance & Risk ManagementGAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Patriot Growth Insurance Services, LLCBenefit Plans, Inc.NEIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/01/212021Peter C. Foy & Associates Insurance Services, LLCElevate Risk Solutions, LLCOKIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Peter C. Foy & Associates Insurance Services, LLCGary Lee Fischer and Associates, LLCUTIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Peter C. Foy & Associates Insurance Services, LLCGoods Insurance Agency, Inc.PAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Peter C. Foy & Associates Insurance Services, LLCInLight Risk Management, LLCOKIndependent Agency/Broker- Private Capital BackedRetailMulti Line
09/01/212021Peter C. Foy & Associates Insurance Services, LLCKeith R. Cordon Insurance Consulting and Marketing Inc.UTIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
09/01/212021Peter C. Foy & Associates Insurance Services, LLCMBISI Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Peter C. Foy & Associates Insurance Services, LLCNorth Shore Risk Management LLCNYIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021Risk Strategies Company, LLCEquity Partners Insurance Services, Inc.LAIndependent Agency/Broker- Private Capital BackedMGAP&C
09/01/212021Summit Risk Advisors, LLCMappus Insurance Agency, Inc.SCIndependent Agency/BrokerRetailP&C
09/01/212021Sunstar Insurance Group, LLCGr Fiss Co.KSIndependent Agency/Broker- Private Capital BackedRetailMulti Line
09/01/212021World Insurance Associates, LLCOffshore Risk ManagementFLIndependent Agency/Broker- Private Capital BackedRetailP&CDownload
09/01/212021World Insurance Associates, LLCRobert Wilkens Insurance Agency, LLCNJIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021World Insurance Associates, LLCThe Premium Group, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailP&C
09/01/212021World Insurance Associates, LLCUnited American Insurance Center Inc.ILIndependent Agency/Broker- Private Capital BackedRetailP&C
08/31/212021Integrity Marketing Group LLCFamily First Life CapitalCOIndependent Agency/Broker- Private Capital BackedWholesaleP&C
08/25/212021Alera Group, Inc.Payroll Benefits Group, Inc.COIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
08/25/212021Align Financial Group, Inc.NationsBuilders Insurance Services, Inc.GAIndependent Agency/BrokerMGAP&C
08/24/212021Integrity Marketing Group LLCOne Resource Group CorporationINIndependent Agency/Broker- Private Capital BackedWholesaleP&C
08/23/212021Alera Group, Inc.Related RiskNJIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
08/23/212021Alliant Insurance ServicesASURA Risk and Insurance ServicesCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
08/19/212021King Insurance Agency, Inc.Robert Blakeley Insurance, Inc.FLIndependent Agency/BrokerRetailP&C
08/19/212021Peter C. Foy & Associates Insurance Services, LLCHoward R. Peterman CompanyPAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
08/19/212021Venbrook Group, LLCRD Parisi Associates, Inc.NJIndependent Agency/BrokerRetailEB & Consulting
08/18/212021Peter C. Foy & Associates Insurance Services, LLCDukes-Moore Insurance Agency Inc.MDIndependent Agency/Broker- Private Capital BackedRetailP&C
08/17/212021AssuredPartners, Inc.Baldwin Welsh & Parker InsuranceMAIndependent Agency/Broker- Private Capital BackedRetailP&C
08/17/212021Integrity Marketing Group LLCBerwick Insurance Group, L.L.C.AZIndependent Agency/Broker- Private Capital BackedWholesaleP&C
08/17/212021Peter C. Foy & Associates Insurance Services, LLCRice Insurance, LLCWAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
08/16/212021Hub International LimitedAssets of Dissinger Reed, LLCKSIndependent Agency/Broker- Private Capital BackedRetailP&C
08/16/212021Risk Strategies Company, LLCDanna-Gracey Inc.FLIndependent Agency/Broker- Private Capital BackedRetailP&C
08/13/212021Alera Group, Inc.Risk Consulting Partners LLCMOIndependent Agency/Broker- Private Capital BackedRetailMulti Line
08/13/212021Brown & Brown, Inc.Sudler Insurance Services Inc.FLPublic BrokerRetailEB & Consulting
08/12/212021Dual GroupAlign Financial HoldingsCAIndependent Agency/BrokerMGAP&C
08/12/212021Peter C. Foy & Associates Insurance Services, LLCRock 10 Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
08/11/212021Peter C. Foy & Associates Insurance Services, LLCLevi & Associates Insurance, LLCFLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
08/11/212021Starkweather & Shepley Insurance Brokerage, Inc.Paolino Insurance Agency, Inc.RIIndependent Agency/BrokerRetailMulti Line
08/10/212021Integrity Marketing Group LLCStar Benefit Associates Inc.INIndependent Agency/Broker- Private Capital BackedWholesaleP&C
08/10/212021Peter C. Foy & Associates Insurance Services, LLCBlue Ridge National, LLCPAIndependent Agency/Broker- Private Capital BackedRetailP&C
08/05/212021Corvus InsuranceWingman InsuranceMAInsurance CompanyMGAP&C
08/05/212021Hub International LimitedAssets of Hiles-Mcleod Insurance, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
08/05/212021Peter C. Foy & Associates Insurance Services, LLCInsurance by CastleCAIndependent Agency/Broker- Private Capital BackedRetailP&C
08/04/212021Peter C. Foy & Associates Insurance Services, LLCMaverick Insurance Group, LLCKYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
08/03/212021Alliant Insurance ServicesBenefit Concepts, Inc.TXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
08/03/212021Inszone Insurance Services, Inc.IB&C Insurance ServicesCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
08/03/212021Integrity Marketing Group LLCGarityAdvantage Insurance Marketing Agencies, IncMAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
08/03/212021Waterfall Asset Management, LLCNewcleus, LLCPAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
08/02/212021AmWINS GroupNational Truck Underwriting Managers, Inc.MNIndependent Agency/Broker- Private Capital BackedWholesaleP&C
08/02/212021Community Bank System, Inc.Assets of Thomas Gregory Associates Insurance Agency, Inc.MABank or ThriftRetailP&C
08/02/212021Financial Institutions, Inc.North Woods Capital Benefits LLCNYBank or ThriftRetailEB & Consulting
08/01/212021Alera Group, Inc.Book of BusinessFLIndependent Agency/Broker- Private Capital BackedRetailP&C
08/01/212021BroadStreet Partners, Inc.Book of BusinessMNIndependent Agency/Broker- Private Capital BackedRetailP&C
08/01/212021BroadStreet Partners, Inc.Certain insurance assetsSCIndependent Agency/Broker- Private Capital BackedRetailMulti Line
08/01/212021BroadStreet Partners, Inc.certain insurance assetsILIndependent Agency/Broker- Private Capital BackedRetailP&C