US insurance brokerage M&A up 6.5% as of end of July: MarshBerry
By Navneeta Nandan
Aug 13 - (The Insurer) - A total of 395 U.S. brokerage M&A transactions were announced in the seven months to July 31, 2025, up 6.5% from 371 deals in the same period last year, according to MarshBerry.
The boutique investment bank said that 87 transactions were announced in July, continuing the trend of elevated dealmaking.
"It is expected that this year will continue to see fluctuations in deal volumes, perhaps mimicking the continuously changing macroeconomic environment," MarshBerry said.
"A more favorable debt market for buyers in the final months of the year and ongoing investor interest in the resilient insurance sector are expected to provide tailwinds. The focus may increasingly turn to strategic consolidations, niche market expansions and the integration of technology as firms seek to optimize portfolios and enhance capabilities in a maturing market."
Private capital-backed buyers accounted for 285 of the 395 deals, or 72.2%, through July 2025. Independent agencies were buyers in 61 deals, or 15.4%. Bank buyers have announced six deals in 2025.
"Deals involving specialty distributors as targets accounted for 63 transactions, about 16% of the total market, continuing the trend of low supply of specialty firms," MarshBerry said.
The top 10 buyers accounted for 46.8% of all announced transactions.
The top three buyers were BroadStreet Partners, Hub International and World Insurance Associates, which together account for 23.3% of the 395 total transactions.
MarshBerry highlighted the acquisitions of Louisiana Insurance Services by King Risk Partners, Pac Global Insurance Brokerage by Heffernan Insurance Brokers and Anova Marine Insurance Services by Specialty Program Group as significant deals this year.
Most analysts are optimistic that the Federal Reserve may cut interest rates by 0.25 points in the September meeting, which can "spark a rally" for the equity markets and capital borrowing, the boutique investment bank added.
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