Marsh & McLennan Agency - M&A Summary and Business Overview

InsuranceCompany

Marsh & McLennan Agency M&A Summary

Marsh & McLennan Agency has acquired 71 companies, including 26 in the last 5 years. It has also divested 1 asset.

Marsh & McLennan Agency’s largest acquisition to date was in 2024, when it acquired Fisher Brown Bottrell Insurance for $316M. Marsh & McLennan Agency has acquired in 30 different US states, and 2 countries. The Company’s most targeted sectors include insurance (93%) and business services (8%).

Marsh & McLennan Agency Business Overview

Where is Marsh & McLennan Agency headquartered?

Marsh & McLennan Agency is headquartered in White Plains, New York.

What sector is Marsh & McLennan Agency in?

Marsh & McLennan Agency is an insurance company.

When was Marsh & McLennan Agency founded?

Marsh & McLennan Agency was founded in 2008.

M&A Summary

  • M&A Total Activity72
    • M&A Buy Activity71
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 3

Marsh & McLennan Agency LLC

360 Hamilton Avenue Suite 930,
White Plains, New York 10601
United States,
(914)397-1600
www.marshmclennanagency.com

Marsh & McLennan Agency LLC is a subsidiary of Marsh serve as a platform for the middle market. MMA offers commercial property, casualty, personal lines, and employee benefits to clients across the US.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (4.4/yr) # 49 4 5 3 4 6 71
vol $316M $316M
Sell (0.0/yr) # 1 - - - - - 1
  72

Most Recent M&A

Company Date Value Type
AmeriStar Agency, Inc. 2024-07-02 - Add-on Acquisition
Wayzata, Minnesota · www.ameristaragency.com
Perkins Insurance Agencies LLC 2024-05-31 - Add-on Acquisition
Abilene, Texas · www.perkins-ins.com
AC Risk Management, Inc. 2024-05-02 - Add-on Acquisition
Melville, New York · www.acriskmanagement.com
Fisher Brown Bottrell Insurance, Inc. 2024-04-23 316M USD Divestiture
Jackson, Mississippi
Louisiana Companies 2024-02-20 - Add-on Acquisition
Baton Rouge, Louisiana · www.lacompanies.com
Querbes & Nelson 2024-02-20 - Add-on Acquisition
Shreveport, Louisiana · www.qnins.com
The Graham Company 2023-08-01 - Add-on Acquisition
Philadelphia, Pennsylvania · www.grahamco.com
Web Endeavors, Inc. 2023-07-12 - Add-on Acquisition
Arlington Heights, Illinois · www.trideosystems.com
Integrity HR, Inc. 2023-07-06 - Add-on Acquisition
Louisville, Kentucky · www.integrityhr.com
HMS Insurance Associates, Inc. 2023-01-04 - Add-on Acquisition
Hunt Valley, Maryland · www.hmsia.com
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
Rosenfeld-Einstein & Associates Insurance Agency, Inc. 2012-09-10 Capstone Insurance Services LLC 2015-12-08 1
Greenville, South Carolina · www.rosenfeldeinstein.com Greenville, South Carolina · www.capstoneinsurance.com
Prescott Pailet Benefits LP 2011-07-11 Independent Insurance Group Benefits, Inc. 2012-12-20 1
Dallas,, Texas · www.prescottpailet.com , United States

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 66 (93%) 316M (100%) 1 (100%) -
Business Services 5 (7%) - - -
Total 71 $316M 1 -

By Geo

State/Country Buy Value Sell Value
United States 70 316M 1 -
  Texas 10 - - -
  North Carolina 7 - 1 -
  Minnesota 7 - - -
  Florida 5 - - -
  Louisiana 3 - - -
  Illinois 3 - - -
  California 3 - - -
  South Carolina 2 - - -
  Pennsylvania 2 - - -
  Ohio 2 - - -
  New York 2 - - -
  Missouri 2 - - -
  Michigan 2 - - -
  Maryland 2 - - -
  Kentucky 2 - - -
  Washington 2 - - -
  North Dakota 1 - - -
  New Jersey 1 - - -
  Nebraska 1 - - -
  Montana 1 - - -
  Mississippi 1 316M - -
  Massachusetts 1 - - -
  Maine 1 - - -
  Kansas 1 - - -
  Georgia 1 - - -
  Connecticut 1 - - -
  Arizona 1 - - -
  Alabama 1 - - -
  Virginia 1 - - -
Canada 1 - - -
  Quebec 1 - - -
Domestic 70 (99%) 316M (100%) 1 (100%) -
Cross-border 1 (1%) - - -
Total 71 $316M 1 -

Deal Values

buy # Total
$100M to $1B 1 $316M
TOTAL $316M
Largest Fisher Brown Bottrell Insurance, Inc.
$316M (2024-04-23)

M&A Connections

Deals
Acquired from
Strategic(s)
3%
2 (3%)
Divested to
Strategic(s)
100%
1 (100%)

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