| Vargas Insurance Agency | Burbank, CA | Insurance Agencies and Brokerages | Expansion | Sep 30, 2026 | $2.3M |
| The Highland Insurance Group LLC | Baton Rouge, LA | Insurance Agencies and Brokerages | Acquisition | Sep 30, 2026 | $500K |
| Allsen Insurance Agency Inc. | Humble, TX | Insurance Agencies and Brokerages | Acquisition | Sep 28, 2026 | $3.2M |
| Zirkle Insurance and Financial Services LLC | Saint Petersburg, FL | Insurance Agencies and Brokerages | Acquisition | Sep 25, 2026 | $1.5M |
| Xalmax Insurance LLC | Denver, CO | Insurance Agencies and Brokerages | Acquisition | Sep 25, 2026 | $1.2M |
| Commercial Risk Insurance LLC | Strongsville, OH | Insurance Agencies and Brokerages | Acquisition | Sep 25, 2026 | $877K |
| Froid Insurance Agency LLC | Saint Petersburg, FL | Insurance Agencies and Brokerages | Acquisition | Sep 25, 2026 | $842K |
| Hawa Insurance Agency LLC | Anaheim, CA | Insurance Agencies and Brokerages | Acquisition | Sep 25, 2026 | $780K |
| Thomas Freeman Carey Agency LLC | Allendale, NJ | Insurance Agencies and Brokerages | Acquisition | Sep 24, 2026 | $626K |
| Mclaughlin Insurance Service LLC | Franklin, PA | Insurance Agencies and Brokerages | Acquisition | Sep 23, 2026 | $1.1M |
| Otis Insurance Solutions LLC | Leesburg, VA | Insurance Agencies and Brokerages | Acquisition | Sep 23, 2026 | $513K |
| Torch Insurance Group Inc. | Bonita Springs, FL | Insurance Agencies and Brokerages | Acquisition | Sep 18, 2026 | $987K |
| Roberson & Associates, Insurance, Real Estate & Investments Inc. | Benton, AR | Insurance Agencies and Brokerages | Acquisition | Sep 2, 2026 | $4.0M |
| Herbert Financial Group | Azusa, CA | Insurance Agencies and Brokerages | Expansion | Aug 27, 2026 | $1.9M |
| Jlh Training LLC | Fort Wayne, IN | Insurance Agencies and Brokerages | Acquisition | Aug 27, 2026 | $890K |
| Insure U, LLC | Newark, DE | Insurance Agencies and Brokerages | Acquisition | Aug 26, 2026 | $920K |
| American Senior Health Services of the Treasure Coast | Stuart, FL | Insurance Agencies and Brokerages | Acquisition | Aug 24, 2026 | $1.5M |
| Cal Oak Insurance Agency, LLC | Westlake Village, CA | Insurance Agencies and Brokerages | Acquisition | Aug 19, 2026 | $982K |
| Kampakis Insurance Services, Inc. | Birmingham, AL | Insurance Agencies and Brokerages | Acquisition | Aug 5, 2026 | $1.5M |
| Rh Agency Corporation | Rowlett, TX | Insurance Agencies and Brokerages | Acquisition | Aug 4, 2026 | $1.1M |
| Runge and Associates Inc. | Katy, TX | Insurance Agencies and Brokerages | Acquisition | Aug 3, 2026 | $1.9M |
| Reynolds Insurance Group Inc | Magnolia, TX | Insurance Agencies and Brokerages | Acquisition | Jul 30, 2026 | $2.7M |
| MK's Trinity Insurance Agency LLC | Butler, MO | Insurance Agencies and Brokerages | Acquisition | Jul 24, 2026 | $643K |
| GWR Insurance Group LLC | Gainesville, FL | Insurance Agencies and Brokerages | Acquisition | Jul 23, 2026 | $1.4M |
| Jacob Dombrosky-Evans DBA Jake Evans | Beaumont, TX | Insurance Agencies and Brokerages | Acquisition | Jul 20, 2026 | $813K |
| TXUR Life Group, LLC | Dallas, TX | Insurance Agencies and Brokerages | Acquisition | Jul 9, 2026 | $3.5M |
| Newport Advisory Group, LLC | Providence, UT | Insurance Agencies and Brokerages | Acquisition | Jul 1, 2026 | $1.5M |
| Powell Agency LLC | Spartanburg, SC | Insurance Agencies and Brokerages | Acquisition | Jun 23, 2026 | $584K |
| Wilson's Insurance Agency LLC | Highland, IN | Insurance Agencies and Brokerages | Acquisition | Jun 18, 2026 | $814K |
| Lone Palm Insurance Group LLC | Naples, FL | Insurance Agencies and Brokerages | Acquisition | Jun 18, 2026 | $673K |
| Leigh A. McCloskey | Needham Heights, MA | Insurance Agencies and Brokerages | Acquisition | Jun 16, 2026 | $1.7M |
| InsurSmart Insurance Services, Inc. | Glendale, CA | Insurance Agencies and Brokerages | Acquisition | Jun 12, 2026 | $1.3M |
| Najjar Second Agency LLC | Indianapolis, IN | Insurance Agencies and Brokerages | Acquisition | Jun 5, 2026 | $747K |
| TruSummit Holdings, LLC | Concord, CA | Insurance Agencies and Brokerages | Acquisition | Jun 2, 2026 | $1.5M |
| Garrido Insurance Agency, Inc. | Santa Ana, CA | Insurance Agencies and Brokerages | Expansion | May 26, 2026 | $1.0M |
| Paragon Insurance Group LLC | Media, PA | Insurance Agencies and Brokerages | Acquisition | May 26, 2026 | $1.1M |
| Henson and Sons Insurance Agency LLC | Edmond, OK | Insurance Agencies and Brokerages | Acquisition | May 22, 2026 | $3.2M |
| Sterling Shield Insurance LLC | Sparks, NV | Insurance Agencies and Brokerages | Acquisition | May 20, 2026 | $1.3M |
| CO Insurance Specialist, LLC | Wheat Ridge, CO | Insurance Agencies and Brokerages | Acquisition | May 14, 2026 | $729K |
| Smith Insurance & Risk Management LLC | Sarasota, FL | Insurance Agencies and Brokerages | Acquisition | May 5, 2026 | $2.2M |
| Rosales Agency Inc. | Agoura Hills, CA | Insurance Agencies and Brokerages | Acquisition | Apr 19, 2026 | $5.0M |
| Allied Insurance Agency | Lawrenceville, GA | Insurance Agencies and Brokerages | Expansion | Apr 9, 2026 | $1.1M |
| California Educators; California Educators Financial & Insurance Services | Westlake Village, CA | Insurance Agencies and Brokerages | Expansion | Apr 8, 2026 | $1.4M |
| Century One Insurance Services LLC | Los Angeles, CA | Insurance Agencies and Brokerages | Expansion | Mar 27, 2026 | $2.2M |
| YMI Agency, Inc | Stroudsburg, PA | Insurance Agencies and Brokerages | Acquisition | Mar 13, 2026 | $2.3M |
| Visin Investment Group Inc. | Fulshear, TX | Insurance Agencies and Brokerages | Acquisition | Feb 11, 2026 | $4.0M |
| Integrity Point LLC | Johnston, IA | Insurance Agencies and Brokerages | Expansion | Jan 27, 2026 | $1.4M |
| McFadden Insurance Agency, LLC | Nashville, TN | Insurance Agencies and Brokerages | Acquisition | Jan 23, 2026 | $575K |
| Tedrick Insurance Agency, Inc. | Mount Vernon, IL | Insurance Agencies and Brokerages | Acquisition | Jan 21, 2026 | $5.0M |
| Pardo Insurance Agency, LLC | Doral, FL | Insurance Agencies and Brokerages | Acquisition | Jan 21, 2026 | $1.2M |
| Swor Insurance Agency LLC | Charleston, WV | Insurance Agencies and Brokerages | Acquisition | Jan 16, 2026 | $2.6M |
| Jacob Len Alexander & Associates, LLC | Gallatin, TN | Insurance Agencies and Brokerages | Acquisition | Jan 15, 2026 | $918K |
| Gancfried Insurance Brokerage Inc. | Brooklyn, NY | Insurance Agencies and Brokerages | Expansion | Jan 5, 2026 | $1.1M |
| Florida Insurance Store, LLC | Apopka, FL | Insurance Agencies and Brokerages | Acquisition | Dec 29, 2025 | $5.0M |
| Brown Family Agency LLC | Hampton, GA | Insurance Agencies and Brokerages | Acquisition | Dec 23, 2025 | $880K |
| Bell City Wealth, Inc. | Hillsboro, OH | Insurance Agencies and Brokerages | Acquisition | Dec 17, 2025 | $4.3M |
| Cucinella Insurance Services LLC | Mandeville, LA | Insurance Agencies and Brokerages | Acquisition | Dec 8, 2025 | $1.1M |
| Nederlanden Marine Insurance Group LLC | Warwick, RI | Insurance Agencies and Brokerages | Acquisition | Nov 24, 2025 | $2.5M |
| The Runden Agency, LLC | Thorton, CO | Insurance Agencies and Brokerages | Acquisition | Nov 20, 2025 | $702K |
| Zirkle Insurance and Financial Services LLC | Saint Petersburg, FL | Insurance Agencies and Brokerages | Acquisition | Nov 18, 2025 | $2.0M |
| Jay Joiner Insurance Agency, LLC | Houston, TX | Insurance Agencies and Brokerages | Acquisition | Nov 18, 2025 | $714K |
| Coast To Coast Insurance Group of Florida, LLC | Longwood, FL | Insurance Agencies and Brokerages | Acquisition | Nov 18, 2025 | $700K |
| Dawn Harp Agency, LLC | Cleveland, TN | Insurance Agencies and Brokerages | Acquisition | Nov 18, 2025 | $525K |
| Rullo Agency Group, LLC | Latham, NY | Insurance Agencies and Brokerages | Acquisition | Nov 14, 2025 | $5.0M |
| DeCarolis Insurance Group Inc | North Palm Beach, FL | Insurance Agencies and Brokerages | Acquisition | Sep 30, 2025 | $2.9M |
| Swan City Insurance LLC | Lakeland, FL | Insurance Agencies and Brokerages | Acquisition | Sep 30, 2025 | $1.8M |
| Swan City Insurance LLC | Lakeland, FL | Insurance Agencies and Brokerages | Acquisition | Sep 30, 2025 | $663K |
| Northside Insurance Group LLC | Tampa, FL | Insurance Agencies and Brokerages | Acquisition | Sep 26, 2025 | $2.3M |
| Zack Skoglie Insurance Agency, Inc. | Roseburg, OR | Insurance Agencies and Brokerages | Acquisition | Sep 23, 2025 | $690K |
| 15th and H Street Partners LLC | Coral Gables, FL | Insurance Agencies and Brokerages | Acquisition | Sep 12, 2025 | $640K |
| Ensure Agency, LLC | Miami, FL | Insurance Agencies and Brokerages | Acquisition | Sep 10, 2025 | $5.0M |
| Schwartz Insurance Agency, LLC | Quincy, IL | Insurance Agencies and Brokerages | Acquisition | Sep 3, 2025 | $1.0M |
| Vitae Group LLC | Miami, FL | Insurance Agencies and Brokerages | Acquisition | Aug 29, 2025 | $4.0M |
| Chris Foster Agency, Inc. | Piedmont, SC | Insurance Agencies and Brokerages | Acquisition | Aug 28, 2025 | $1.0M |
| Gorman Insurance Agency, LLC | Minneapolis, MN | Insurance Agencies and Brokerages | Acquisition | Aug 28, 2025 | $818K |
| Compass Insurance Group, LLC | Spartanburg, SC | Insurance Agencies and Brokerages | Acquisition | Aug 24, 2025 | $1.6M |
| Kavianpour Insurance Agency, LLC | Winter Park, CO | Insurance Agencies and Brokerages | Acquisition | Aug 22, 2025 | $1.3M |
| Integrity Insurance Advisors LLC | Newburgh, IN | Insurance Agencies and Brokerages | Acquisition | Aug 22, 2025 | $689K |
| 7th Gen Insurance Group, LLC | Hutto, TX | Insurance Agencies and Brokerages | Acquisition | Aug 19, 2025 | $1.7M |
| West Coast Group Benefits | San Diego, CA | Insurance Agencies and Brokerages | Expansion | Aug 11, 2025 | $1.6M |
| The Tenholder Agency, LLC | Fort Worth, TX | Insurance Agencies and Brokerages | Acquisition | Jul 14, 2025 | $966K |
| WCB Properties LLC | Cerritos, CA | Insurance Agencies and Brokerages | Expansion | Jul 11, 2025 | $2.7M |
| TK Agency, LLC | Columbus, GA | Insurance Agencies and Brokerages | Acquisition | Jul 8, 2025 | $2.4M |
| F5 Insurance Solutions LLC | Greenville, TX | Insurance Agencies and Brokerages | Acquisition | Jun 26, 2025 | $3.8M |
| The Garone Group Inc. | Patchogue, NY | Insurance Agencies and Brokerages | Acquisition | Jun 25, 2025 | $1.0M |
| Bertrand Insurance Group, LLC | Denver, CO | Insurance Agencies and Brokerages | Acquisition | Jun 23, 2025 | $2.8M |
| Advanced Insurance and Financial Services, LLC | Davie, FL | Insurance Agencies and Brokerages | Acquisition | Jun 20, 2025 | $1.3M |
| Oberfeld Insurance | Isle, MN | Insurance Agencies and Brokerages | Acquisition | Jun 11, 2025 | $1.2M |
| RBN Insurance LLC | Salem, OR | Insurance Agencies and Brokerages | Acquisition | May 23, 2025 | $966K |
| Safeside Insurance Brokerage Inc. | Spring Valley, NY | Insurance Agencies and Brokerages | Expansion | May 21, 2025 | $3.5M |
| H.Q. 1 Inc. | Bohemia, NY | Insurance Agencies and Brokerages | Expansion | May 21, 2025 | $1.1M |
| Alex Cabrera Agency Inc. | Islip Terrace, NY | Insurance Agencies and Brokerages | Acquisition | May 20, 2025 | $1.4M |
| Johnson & Jewell Inc. | Freeport, IL | Insurance Agencies and Brokerages | Acquisition | May 20, 2025 | $1.1M |
| Jeniffer Zellner | Southaven, MS | Insurance Agencies and Brokerages | Acquisition | May 20, 2025 | $795K |
| Hexa Realty, LLC | Thousand Oaks, CA | Insurance Agencies and Brokerages | Expansion | May 19, 2025 | $1.6M |
| Mang Family Insurance LLC | Youngstown, OH | Insurance Agencies and Brokerages | Acquisition | May 19, 2025 | $500K |
| Robinson Insurance, Inc. | Indialantic, FL | Insurance Agencies and Brokerages | Acquisition | May 14, 2025 | $2.3M |
| Terrell Starr Insurance Agency, Inc. | Forest Park, GA | Insurance Agencies and Brokerages | Acquisition | Apr 30, 2025 | $1.9M |
| Simple Safe Insurance Agency Inc | Dallas, TX | Insurance Agencies and Brokerages | Acquisition | Apr 23, 2025 | $745K |
| Swenson Insurance Agency L.L.C. | Long Lake, MN | Insurance Agencies and Brokerages | Acquisition | Apr 15, 2025 | $1.8M |
| One Wealth Partners | Santa Monica, CA | Insurance Agencies and Brokerages | Expansion | Apr 1, 2025 | $4.5M |
| Robinson Legacy Partners, LLC. | Arlington, TX | Insurance Agencies and Brokerages | Acquisition | Mar 26, 2025 | $1.3M |
| James & Nichole Agency, Inc. | Championsgate, FL | Insurance Agencies and Brokerages | Acquisition | Mar 26, 2025 | $565K |
| Sj Carroll Insurance and Financial Services, LLC | Bend, OR | Insurance Agencies and Brokerages | Acquisition | Mar 25, 2025 | $585K |
| Magnolia Empire LLC | Burbank, CA | Insurance Agencies and Brokerages | Expansion | Mar 24, 2025 | $1.6M |
| Shimon Agency Group Inc. | Fresh Meadows, NY | Insurance Agencies and Brokerages | Acquisition | Mar 20, 2025 | $627K |
| Plemons Agency, LLC | Tolland, CT | Insurance Agencies and Brokerages | Acquisition | Mar 18, 2025 | $1.4M |
| 4P Rainbow, LLC | Tampa, FL | Insurance Agencies and Brokerages | Acquisition | Mar 13, 2025 | $2.5M |
| Storage Property Insurance LLC | Phoenix, AZ | Insurance Agencies and Brokerages | Acquisition | Mar 13, 2025 | $1.0M |
| Jpc Agency Inc. | Bellbrook, OH | Insurance Agencies and Brokerages | Acquisition | Mar 7, 2025 | $1.4M |
| Goosehead Insurance - Peakview Agency | Denver, CO | Insurance Agencies and Brokerages | Acquisition | Mar 6, 2025 | $500K |
| Gilbert and Sons | Cheyenne, WY | Insurance Agencies and Brokerages | Acquisition | Feb 19, 2025 | $1.5M |
| JMAS Insurance Agency LLC | New Port Richey, FL | Insurance Agencies and Brokerages | Acquisition | Jan 21, 2025 | $1.2M |
| Colonial Insurance Agency NC, LLC | Hillsborough, NC | Insurance Agencies and Brokerages | Acquisition | Jan 17, 2025 | $2.6M |
| Bazor Insurance Group, LLC | Marietta, OK | Insurance Agencies and Brokerages | Acquisition | Jan 6, 2025 | $999K |
| The Kimball Group LLC | Spring, TX | Insurance Agencies and Brokerages | Acquisition | Dec 27, 2024 | $500K |
| Tyler Andrew Agency LLC | Saint Petersburg, FL | Insurance Agencies and Brokerages | Acquisition | Dec 20, 2024 | $2.4M |
| Chris Elliott Insurance Agency LLC | Seattle, WA | Insurance Agencies and Brokerages | Acquisition | Dec 6, 2024 | $763K |
| 2630-2638 E Spring St Corp | Long Beach, CA | Insurance Agencies and Brokerages | Expansion | Nov 27, 2024 | $1.0M |
| Sotelo Agency Group, LLC | Austin, TX | Insurance Agencies and Brokerages | Acquisition | Nov 20, 2024 | $732K |
| Willner Ins. Agency Inc. | Lakewood, NJ | Insurance Agencies and Brokerages | Expansion | Nov 14, 2024 | $2.0M |
| Eghav, LLC | Westminster, CO | Insurance Agencies and Brokerages | Acquisition | Nov 6, 2024 | $1.5M |
| By America Insurance Group LLC | Delray Beach, FL | Insurance Agencies and Brokerages | Acquisition | Nov 5, 2024 | $582K |
| GLAT Holdings, LLC | Henrico, VA | Insurance Agencies and Brokerages | Expansion | Nov 4, 2024 | $1.1M |
| Ethan P. Clark Insurance, LLC | Stratham, NH | Insurance Agencies and Brokerages | Acquisition | Oct 10, 2024 | $976K |
| Wynn Insurance Agency | San Jose, CA | Insurance Agencies and Brokerages | Acquisition | Sep 23, 2024 | $2.6M |
| Kindness Enterprises LLC | Las Vegas, NV | Insurance Agencies and Brokerages | Acquisition | Sep 10, 2024 | $993K |
| Aspen Insurance, LLC | Bradenton, FL | Insurance Agencies and Brokerages | Acquisition | Aug 16, 2024 | $3.5M |
| Stillwater Risk Management I, Limited Liability Company | San Antonio, TX | Insurance Agencies and Brokerages | Acquisition | Aug 16, 2024 | $2.2M |
| Taggart Development LLC | Blaine, MN | Insurance Agencies and Brokerages | Acquisition | Aug 12, 2024 | $584K |
| FidFam Insurance LLC | Gilbert, AZ | Insurance Agencies and Brokerages | Acquisition | Jul 26, 2024 | $894K |
| Matthew Carter Agency, Inc | Dallas, GA | Insurance Agencies and Brokerages | Acquisition | Jul 11, 2024 | $2.7M |
| Veneziale Insurance Group LLC | Elizabeth City, NC | Insurance Agencies and Brokerages | Acquisition | Jul 10, 2024 | $1.8M |
| TruSummit Insurance Solutions, LLC | Concord, CA | Insurance Agencies and Brokerages | Acquisition | Jul 10, 2024 | $755K |
| Powderhorn Acquisition Company, LLC | Brookfield, CT | Insurance Agencies and Brokerages | Acquisition | Jul 9, 2024 | $2.3M |
| Elite Benefits of America | Evergreen Park, IL | Insurance Agencies and Brokerages | Acquisition | Jun 28, 2024 | $980K |
| Higgins Insurance LLC | Londonderry, NH | Insurance Agencies and Brokerages | Acquisition | Jun 24, 2024 | $513K |
| Allcare Insurance Services and Howe Insurance | Shelby, NC | Insurance Agencies and Brokerages | Acquisition | Jun 14, 2024 | $500K |
| Sig 2 LLC | Columbus, OH | Insurance Agencies and Brokerages | Acquisition | Jun 13, 2024 | $720K |
| Toropoint Financial, LLC | Los Angeles, CA | Insurance Agencies and Brokerages | Acquisition | Jun 7, 2024 | $4.8M |
| Nick Plaisance Agencies, Inc. | Abbeville, LA | Insurance Agencies and Brokerages | Acquisition | Jun 5, 2024 | $3.4M |
| Zerpa Insurance Agency LLC | Corpus Christi, TX | Insurance Agencies and Brokerages | Acquisition | May 30, 2024 | $645K |
| Luna Insurance Company | Saint Petersburg, FL | Insurance Agencies and Brokerages | Acquisition | May 22, 2024 | $1.5M |
| Rizwan Shaikh Insurance Solutions, LLC | Millbrae, CA | Insurance Agencies and Brokerages | Acquisition | May 22, 2024 | $548K |
| Copilot Insurance Inc. | Issaquah, WA | Insurance Agencies and Brokerages | Acquisition | May 21, 2024 | $1.1M |
| Legendary Insurance Solutions LLC | Lewisville, TX | Insurance Agencies and Brokerages | Acquisition | May 17, 2024 | $820K |
| The Gray Group Insurance Brokerage Inc. | Denton, TX | Insurance Agencies and Brokerages | Acquisition | May 14, 2024 | $1.6M |
| Mnj Insurance Solutions, Inc. | Laguna Niguel, CA | Insurance Agencies and Brokerages | Acquisition | Apr 29, 2024 | $507K |
| Moody Family Insurance LLC | Auburn, IN | Insurance Agencies and Brokerages | Acquisition | Apr 10, 2024 | $580K |
| LucaBella Insurance Agency Inc | Arlington, TX | Insurance Agencies and Brokerages | Acquisition | Apr 5, 2024 | $731K |
| Freedom Ag Services, LLC | Mc Clave, CO | Insurance Agencies and Brokerages | Acquisition | Mar 26, 2024 | $990K |
| Melnik Group Inc | Miramar, FL | Insurance Agencies and Brokerages | Acquisition | Mar 22, 2024 | $2.7M |
| Grand Risk Advisors LLC | Grand Rapids, MI | Insurance Agencies and Brokerages | Acquisition | Mar 19, 2024 | $1.5M |
| Design Concepts & Solutions, LLC | Wichita, KS | Insurance Agencies and Brokerages | Acquisition | Feb 28, 2024 | $721K |
| Albert Smith Farmers Insurance Agency | San Jose, CA | Insurance Agencies and Brokerages | Acquisition | Feb 27, 2024 | $789K |
| The Ellison Group Insurance Agency L.L.C. | Plymouth, MI | Insurance Agencies and Brokerages | Acquisition | Feb 26, 2024 | $1.7M |
| Kao Vang Insurance Agency Inc | Carmichael, CA | Insurance Agencies and Brokerages | Acquisition | Feb 24, 2024 | $692K |
| Alphin Insurance L.L.C. | Cary, NC | Insurance Agencies and Brokerages | Acquisition | Feb 16, 2024 | $974K |
| McBee Agency Corp | White Oak, TX | Insurance Agencies and Brokerages | Acquisition | Jan 19, 2024 | $906K |
| The Swanson Family Agency LLC | Katy, TX | Insurance Agencies and Brokerages | Acquisition | Jan 13, 2024 | $730K |
| Redbridge Group, LLC | Coral Gables, FL | Insurance Agencies and Brokerages | Expansion | Jan 3, 2024 | $3.9M |
| Get A Policy Group LLC | Greenville, TX | Insurance Agencies and Brokerages | Acquisition | Dec 28, 2023 | $1.8M |
| PJI, Inc. | Silverdale, WA | Insurance Agencies and Brokerages | Acquisition | Dec 27, 2023 | $500K |
| E.g. Bowman Co., Inc. | New York, NY | Insurance Agencies and Brokerages | Acquisition | Dec 8, 2023 | $1.6M |
| Old Bay Insurance Agency, Inc. | Annapolis, MD | Insurance Agencies and Brokerages | Acquisition | Dec 4, 2023 | $1.5M |
| The Morrow Family Trust, dated July 18, 2014 | Atascadero, CA | Insurance Agencies and Brokerages | Acquisition | Nov 29, 2023 | $508K |
| Candice Marshall Agency Corp | Decatur, AL | Insurance Agencies and Brokerages | Acquisition | Nov 21, 2023 | $718K |
| Tuten Agency Inc. | Auburn, AL | Insurance Agencies and Brokerages | Acquisition | Nov 7, 2023 | $2.2M |
| Pro Insure | Cypress, TX | Insurance Agencies and Brokerages | Acquisition | Oct 27, 2023 | $1.8M |
| Aaspire Agency Inc. | Fort Myers, FL | Insurance Agencies and Brokerages | Acquisition | Oct 26, 2023 | $5.0M |
| Leigh Agency, LLC | Freehold, NJ | Insurance Agencies and Brokerages | Acquisition | Oct 10, 2023 | $1.1M |
| 13801 Ventura Blvd. LLC | Los Angeles, CA | Insurance Agencies and Brokerages | Expansion | Oct 5, 2023 | $1.6M |
| The Gerstman Agency LLC | Lutherville Timonium, MD | Insurance Agencies and Brokerages | Acquisition | Oct 5, 2023 | $650K |