Insurance Agency M&A Statistics through First Quarter of 2018

2018 1st Quarter

Agent / Broker Merger & Acquisition Update

by Timothy J. Cunningham & Dan P. Menzer

Optis Partners  

2008 – 2018 Trending Information 

Highlights of 2018 YTD M&A Activity

• 142 transactions in Q1-2018, down from 186 in Q1 -2017
• 567 transactions in past 12 months
  > 3rd highest of all time behind Q3 and Q4-2017
• Acrisure led all buyers with 28 transactions
  > Followed by Hub (13), AssuredPartners (10), Alera (8), Broadstreet Partners (7), and Gallagher (6)
• As evidenced by the top BuyeDrs, the Private Equity-Backed / Hybrid (“PE/Hybrid”) group of Buyers were the lead buyer segment, completing more than 60% of the total transactions

Summary Agency Acquisitions by Year

Active Acquirers with 5 or More Deals in 2018:

Quarterly M&A Activity

Quarterly Activity by Buyer-Type

Quarterly Activity by Seller-Type