Arthur J. Gallagher & Co. (AJG)

Company ID: 104 | CIK: 0000354190
10-Q view:
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Segments are charted by their disclosed metrics (revenue, segment profit, etc.). Each line is a single segment. Reconciliation/corporate items are excluded. Major customers are shown as a percentage of revenue. Operational KPIs are grouped by metric concept; sub-metrics appear as separate lines.

Geographic Segments

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Business Unit / Product Segments

Major Customers (% of Revenue)

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Operational KPIs

Assets under management (aum)

New business production (bookings)

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GBI associate offices (branches)

Corporate headquarters capacity (capacity)

Stockholders of record (customers)

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Cargo airplanes (fleet_size)

Risk Management Workforce (headcount)

Premium finance loans outstanding (loans_outstanding)

Acquisitions completed (orders_received)

AAC Firms count (other)

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AAC debt guarantee (other)

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AAC guarantee remaining (other)

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AAC guaranteed investment (other)

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AAC ownership percentage (other)

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AAC related investments (other)

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AVC payment (other)

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AVC settlement fund balance (other)

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Accrued compensation (other)

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Acquired annualized revenue (other)

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Acquired annualized revenues (other)

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Acquired business annualized revenue (other)

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Acquired entity revenues (other)

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Acquisition annualized revenue (other)

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Acquisition annualized revenues (other)

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Acquisition earnout obligations (other)

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Acquisition purchase price (other)

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Acquisition revenue contribution (other)

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Acquisition revenues (other)

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Acquisition shares issued (other)

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Acquisitions Closed (other)

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Acquisitions closed (other)

Acquisitions completed (other)

Acquisitions completed since 2002 (other)

Acquisitions in fiscal year (other)

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Acquisitions since 1994 (other)

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Acquisitions since 2002 (other)

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Adjusted EBITDAC (other)

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Adjusted EBITDAC margin (other)

Airplane debt due 2003 (other)

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Airplane debt due 2004-2005 (other)

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Airplane debt due 2006-2007 (other)

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Airplane debt due thereafter (other)

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Airplane leasing company ownership (other)

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Airplane leasing fixed assets (other)

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Airplane leasing net investment (other)

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Allied World Assurance investment (other)

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Alternative energy investments (other)

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Alternative insurance market share (other)

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Amortizable intangible assets (other)

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Amortizable intangible assets net (other)

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Annualized Revenues Acquired (other)

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Annualized acquired revenues (other)

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Annualized revenue acquired (other)

Annualized revenue from acquisitions (other)

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Annualized revenue of acquired entities (other)

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Annualized revenue of acquisitions (other)

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Annualized revenues acquired (other)

Annualized revenues from acquisitions (other)

Annualized revenues of acquired entities (other)

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Annualized revenues of acquisitions (other)

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Antidilutive options outstanding (other)

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Authorized repurchases (other)

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Authorized share repurchases (other)

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Auto liability revenue share (other)

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Available credit (other)

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Available credit capacity (other)

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Available credit facility (other)

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Available liquidity (other)

Average NYMEX oil price (other)

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Basic EPS (other)

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Beacon Hill pretax charge (other)

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Bermuda insurance investments (other)

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Biomass partnerships (other)

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Bridge loan interest rate range (other)

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Bridge loan interest rate range (upper) (other)

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Brokerage acquisitions completed (other)

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Brokerage annualized revenues acquired (other)

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Brokerage organic growth (other)

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Brokerage organic revenue growth (other)

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Brokerage revenue mix (other)

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Business acquisitions completed (other)

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Business in countries (other)

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COVID-19 cases (other)

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COVID-19 confirmed cases (other)

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Capital Expenditures (other)

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Capital expenditures (other)

Capital in excess of par (other)

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Carriers involved in contingent commissions (other)

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Cash and cash equivalents (other)

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Cash dividends declared (other)

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Cash dividends declared per share (other)

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Cash paid for acquisitions (other)

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Cash provided by operating activities (other)

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Chem-Mod permitted states (other)

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Claims offices (other)

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Claims revenue mix (other)

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Class actions filed (other)

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Clean coal facilities (other)

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Clean coal plants (other)

Clean coal plants under contract (other)

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Clean coal production facilities (other)

Clean coal production plants (other)

Clean energy adjusted earnings (other)

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Clean energy after-tax earnings (other)

Clean energy investments (other)

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Clean energy net earnings (other)

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Clean-coal facilities held (other)

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Clean-energy facilities (other)

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Client concentration (other)

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Client self insurance deductibles LOCs (other)

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Client service countries (other)

Client-service countries (other)

Collateral on client deductibles (other)

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Combined organic growth (other)

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Commercial P&C rate change (other)

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Commercial P/C rate change (other)

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Commission and fee revenue change (other)

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Common Stock Outstanding (other)

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Common Stock Repurchases (other)

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Common shares outstanding (other)

Common shares repurchased (other)

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Common stock issued (other)

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Common stock outstanding (other)

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Common stock repurchase cost (other)

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Common stock repurchased (other)

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Common stock repurchases (other)

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Common stock shares (other)

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Common stock shares outstanding (other)

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Common stockholders of record (other)

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Companies acquired (other)

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Compensation expense ratio (other)

Consecutive quarters of organic growth (other)

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Consolidated effective tax rate (other)

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Consolidated investment borrowings (other)

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Consolidated investments net (other)

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Contingent commission agreements (other)

Contingent commission carriers (other)

Contingent commission revenue (other)

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Contingent commissions (other)

Contractual obligations (other)

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Correspondent brokers and consultants (other)

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Correspondent countries (other)

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Correspondent network countries (other)

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Countries doing business (other)

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Countries of business (other)

Countries of operation (other)

Countries served (other)

Countries serviced (UK subsidiary) (other)

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Countries with client service capabilities (other)

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Countries with client-service capabilities (other)

Countries with client-service capability (other)

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Countries with correspondent brokers (other)

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Countries with offices (other)

Countries with offices abroad (other)

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Countries with operations (other)

Credit Agreement availability (other)

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Credit Agreement borrowings (other)

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Credit facility availability (other)

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Credit facility available (other)

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Credit facility borrowings (other)

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Credit facility commitment (other)

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Crude oil price (other)

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Cumulative acquisitions (other)

Customer concentration (other)

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Deferred compensation expense (other)

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Deferred compensation unearned (other)

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Deferred income taxes (other)

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Diluted EPS (other)

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Diluted net earnings per share (other)

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Dispositions completed (other)

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Dividend per share (other)

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Dividends declared (other)

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Dividends declared per common share (other)

Dividends declared per share (other)

Dividends paid (other)

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Dividends per share (other)

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Domestic revenue share (other)

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E&O insurance aggregate coverage (other)

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E&O insurance coverage (other)

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E&O retention (other)

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E&O self-insured retention (other)

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EBITDAC (other)

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EBITDAC Margin (other)

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EBITDAC margin (other)

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ESPP expense (other)

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ESPP shares issued (other)

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ESPP shares reserved (other)

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Earnings from continuing operations before litigation and contingent commission matters and claims handling obligations per employee (other)

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Earnings per employee (other)

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Earnings per share (other)

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Effective income tax rate (other)

Effective tax rate (other)

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Employee growth (other)

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Estimated amortization expense (other)

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Estimated annualized revenues acquired (other)

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Estimated clean energy earnings (other)

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Estimated tax credit phase-out (other)

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Excluded organic revenue (other)

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Expected capital expenditures (full year) (other)

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Fiduciary assets (other)

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Fiduciary funds (other)

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Fiduciary funds held (other)

Fixed assets related to consolidated investments (other)

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Florida debt due 2003 (other)

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Florida debt due 2004-2005 (other)

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Florida debt due 2006-2007 (other)

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Florida debt due thereafter (other)

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Florida residential fixed assets (other)

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Florida residential funding commitment (other)

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Florida residential guarantee (other)

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Florida residential net investment (other)

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Florida residential partnership ownership (other)

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Funding commitment for Syn/Coal/Biogas (other)

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Funding commitments for consolidated investments (other)

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Funding commitments for investments (other)

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Funding commitments for trading securities (other)

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GBI service network countries (other)

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Gallagher Re countries (other)

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Geographic profit centers (other)

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Geographical profit centers (other)

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Global country presence (other)

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Global insured natural catastrophe losses (other)

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Goodwill (other)

Goodwill net (other)

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Gross revenue per employee (other)

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Gross unrecognized tax benefits (other)

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Headwaters licensing payment (other)

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Headwaters royalty (other)

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Headwaters royalty expense (other)

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Headwaters settlement (other)

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Holders of record (other)

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Home office fixed assets (other)

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Home office mortgage due 2003 (other)

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Home office mortgage due 2004-2005 (other)

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Home office mortgage due 2006-2007 (other)

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Home office mortgage due thereafter (other)

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Home office net investment (other)

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Home office partnership ownership (other)

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Hypothetical FX risk loss (other)

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Hypothetical interest rate risk loss (internal) (other)

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IRC Section 29 phase-out (other)

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IRC Section 29 phase-out level (other)

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IRC Section 29 phase-out percentage (other)

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IRC Section 29 tax credits recorded (other)

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IRC Section 29 tax exposure (other)

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IRC Section 45 tax credits (other)

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IRC Section 45 tax credits generated (other)

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IRC Section 45 tax credits produced (other)

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IRC Section 45 tax credits recognized (other)

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Illinois AVC fund balance (other)

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Income taxes paid (other)

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Income taxes payable (other)

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Insured natural catastrophe losses (other)

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Interest paid (other)

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International countries with offices (other)

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International revenue share (other)

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Investment related borrowings (other)

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Investments long-term (other)

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LIH Developer ownership (other)

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LIH developments held (other)

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LIH partnership interests (other)

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LOC for rent-a-captive (other)

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LOCs for Biogas/Syn/Coal (other)

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LOCs for Wal-Mart developments (other)

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LOCs for brokerage/risk management (other)

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LOCs for consolidated investments (other)

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LOCs for investments (other)

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LOCs for trading securities (other)

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LOCs outstanding (other)

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Largest client revenue share (other)

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Largest customer revenue share (other)

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Largest customer share (other)

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Letters of credit outstanding (other)

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Line of credit availability (other)

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Line of credit available (other)

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Line of credit borrowing (other)

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Line of credit facilities (other)

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Line of credit facility fee (other)

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Line of credit facility size (other)

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Line of credit interest rate spread (other)

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Line of credit maturity (other)

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Line of credit used (other)

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Litigation charge (other)

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Lost business (other)

Lost business and claim count declines (other)

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Lost business and claim count decreases (other)

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Lost business and rate decreases (other)

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Lost business and renewal decreases (other)

Lost business and renewal rate decreases (other)

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Lost business — commissions (other)

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Lost business — fees (other)

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Low income housing developments (other)

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Low income housing interests (other)

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Low income housing investments (other)

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MDL settlement amount (other)

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Management investment committee meetings (other)

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Management investment committee meetings (upper) (other)

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Market Wellhead Price (other)

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Market capitalization (other)

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Maximum earnout obligations (other)

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Maximum exposure to VIE losses (other)

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Maximum exposure to loss (other)

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Maximum exposure to potential loss (other)

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NYMEX Oil Price Average (other)

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NYMEX Oil Price Ending (other)

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NYMEX oil price (other)

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NYMEX oil price average (other)

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Natural catastrophe losses (other)

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Net capital expenditures (other)

Net cash provided by operating activities (other)

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Net cash used by financing activities (other)

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Net cash used by investing activities (other)

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Net earnings per employee (other)

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Net earnings per share (other)

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New Business Production (other)

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New business (other)

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New business and renewal increases (other)

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New business and renewals (other)

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New business production (other)

New business production — commissions (other)

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New business production — fees (other)

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Niche practice revenue share (other)

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Niche revenue share (other)

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Number Of Reportable Segments (other)

Number of Reportable Segments (other)

Off-balance sheet commitments (other)

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Office locations (other)

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Offices (other)

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Oil price derivative fair value (other)

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Oil price derivative market value (other)

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Operating expense ratio (other)

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Operations in countries (other)

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Options exercisable (other)

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Options outstanding (other)

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Organic base commission and fee growth (other)

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Organic commission and fee growth (other)

Organic fee growth (other)

Organic fee revenue growth (other)

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Organic growth commissions and fees (other)

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Organic growth in commissions and fees (other)

Organic growth in fees (other)

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Organic revenue (other)

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Organic revenue change (other)

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Organic revenue growth (other)

Organic revenues (other)

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Other current liabilities (other)

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Other fixed assets (other)

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Other noncurrent assets (other)

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Other noncurrent liabilities (other)

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Other operating expense ratio (other)

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Outstanding Shares (other)

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Outstanding common stock (other)

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Outstanding shares (other)

Pension contributions (other)

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Pension plan curtailment gain (other)

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Phase-out Price (other)

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Plants under long-term contracts (other)

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Policyholder fund payments (other)

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Potential VIE assets (other)

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Potential indemnification payments (other)

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Premiums and fees receivable (other)

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Premiums payable (other)

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Pretax earnings growth (other)

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Pretax profit margin (other)

Pretax profit margin before retail contingent commission related matters (other)

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Proceeds from sales of discontinued operations (other)

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Projected effective tax rate (other)

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Property claims revenue share (other)

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Public float (other)

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Recourse debt portion (other)

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Refined coal plants (other)

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Refined-coal plants (other)

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Remaining authorized share repurchases (other)

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Remaining share repurchase authorization (other)

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Renewal decreases and lost business (other)

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Rent-a-captive minority interest (other)

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Repurchase authorization (other)

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Repurchase authorization remaining (other)

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Repurchase cost (other)

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Restricted cash (other)

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Restricted stock available (other)

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Restricted stock expense (other)

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Restricted stock unearned (other)

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Retail brokerage profit centers (other)

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Retail brokerage revenue share (other)

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Retail contingent commissions (other)

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Retail profit centers (other)

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Retail revenue share (other)

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Retained earnings (other)

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Revenue geographic mix (other)

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Revenue growth (other)

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Revenue mix (other)

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Revenue per employee (other)

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Revolving credit facility (other)

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Risk management acquisitions completed (other)

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Risk management claims mix (other)

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Risk management organic growth (other)

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Risk management organic revenue growth (other)

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Risk management revenue mix (other)

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Sales and service offices (other)

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Section 29 tax credit exposure (other)

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Section 45 tax credits (other)

Section 45 tax credits generated (other)

No 10-Q data

Section 45 tax credits recognized (other)

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Section 45 tax credits unused (other)

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Self insurance deductibles LOCs (other)

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Self-insurance LOC (other)

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Self-insurance liability (other)

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Service offices (other)

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Share of total revenues (other)

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Shareholders of record (other)

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Shares authorized for repurchase (other)

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Shares available for grant (other)

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Shares available for repurchase (other)

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Shares issued for acquisitions (other)

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Shares of common stock outstanding (other)

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Shares outstanding (other)

Shares repurchased (other)

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Shares repurchased under buyback plan (other)

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Shares reserved for issuance (other)

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Shopping centers and other commercial real estate (other)

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State AG investigations (other)

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Stock options available for grant (other)

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Stock options exercisable (other)

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Stock options outstanding (other)

Stock repurchase authorization (other)

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Stock repurchase cost (other)

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Stock repurchased under buyback plan (other)

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Stock repurchases (other)

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Stock-based compensation expense (other)

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Stockholders of record (other)

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Stockholders' equity (other)

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Summer interns (other)

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Summer interns employed (other)

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Supplemental and contingent revenues (other)

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Supplemental commissions (other)

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Syn/Coal credits exposure (other)

No 10-K data

Syn/Coal facilities (other)

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Syn/Coal facility carrying value (other)

No 10-K data

Tangible net worth (other)

No 10-K data

Tax advantaged investments (other)

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Tax credit carryforwards (other)

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Tax credits generated (other)

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Tax credits produced (other)

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Tax credits recognized (other)

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Term loan balances (other)

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Top clients revenue share (other)

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Top ten client share (other)

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Total assets (other)

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Total consolidated debt (other)

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Total contingent commissions (other)

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Total contractual obligations (other)

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Total contractual obligations due 2003 (other)

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Total contractual obligations due 2004-2005 (other)

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Total contractual obligations due 2006-2007 (other)

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Total contractual obligations due thereafter (other)

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Total current assets (other)

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Total current liabilities (other)

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Total dividends paid (other)

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Total investments (other)

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Total liabilities (other)

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Total off-balance sheet commitments (other)

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Total purchase price for 2022 acquisitions (other)

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Total revenue per employee (other)

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Total stockholders' equity (other)

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U.S. diverse employees (other)

No 10-Q data

US diverse workforce (other)

No 10-Q data

Unbilled receivables (other)

No 10-K data

Unconsolidated investments (other)

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Unearned deferred compensation (other)

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Unearned fees (other)

No 10-K data

Unearned restricted stock (other)

No 10-K data

Unrecognized stock compensation cost (other)

No 10-K data

Unrecorded earnout payables (other)

No 10-K data

Unused IRC Section 45 tax credits (other)

No 10-Q data

Unused tax credits (other)

No 10-Q data

Venture capital investments (other)

No 10-K data

Weighted average diluted shares (other)

No 10-K data

Weighted average shares (other)

No 10-K data

Weighted average shares outstanding (other)

No 10-K data

Wholesale brokerage profit centers (other)

No 10-Q data

Wholesale brokerage revenue share (other)

No 10-Q data

Wholesale profit centers (other)

No 10-Q data

Wholesale revenue share (other)

No 10-Q data

Women employees (other)

No 10-Q data

Women in workforce (other)

No 10-Q data

Workers comp revenue share (other)

No 10-Q data

Workforce reduction (other)

No 10-Q data

us-gaap:NumberOfReportableSegments (other)

Premiums written (premiums_written)

No 10-Q data

Clean coal production plants (properties)

Remaining performance obligations (rpo)

Confirmed COVID-19 cases (safety_incidents)

No 10-K data

Corporate Headquarters Space (square_footage)

Sales and Service Offices (US) (stores)

No 10-Q data

Outstanding common shares (users)

No 10-K data
Human capital disclosures. Workforce totals and demographics are point-in-time. Flow metrics use the year-to-date period for 10-Q and full year for 10-K. Workforce actions (RIFs, restructurings, acquisition-related changes) are listed in the table at the bottom.

Workforce Totals

No 10-Q data
No 10-Q data
No 10-Q data

Demographics

No 10-Q data
No 10-Q data
No 10-Q data
No 10-Q data
No 10-Q data
No 10-Q data
No 10-Q data
No 10-Q data

Workforce Breakdowns

No 10-Q data
No 10-Q data
No 10-Q data

HCM Metrics — Point-in-Time

No point-in-time HCM metrics found.

HCM Metrics — Flow (Annual / YTD)

No 10-Q data

Workforce Actions

Period EndTypeStatusAffected% WorkforceAnnouncedExpected CompletionGeographySegment / FunctionChargeSourceNote
2026-06-30acquisition_additioncompleted2026-02-25GermanyBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of Krose GmbH & Co KG (KGC). Headcount not explicitly disclosed in footnote.
2026-06-30acquisition_additioncompleted2026-05-01United StatesRisk Managementbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of McKee Risk Management, Inc. (MRM). Headcount not explicitly disclosed in footnote.
2026-06-30acquisition_additioncompleted2026-06-30VariousVariousbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Fourteen other acquisitions completed in 2026. Headcount not explicitly disclosed in footnote.
2026-03-31acquisition_additioncompletedUnited States and internationalBrokerage and Risk Managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Nine acquisitions closed in Q1 2026 (eight brokerage, one risk management) with approximately $59 million annualized revenues acquired; headcount added through these acquisitions is not disclosed.
2026-03-31acquisition_additioncompleted2026-02-25GermanyBrokerageUSD 220 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Krose GmbH & Co KG (KGC) effective February 25, 2026. Total recorded purchase price $220 million. Employee count not explicitly disclosed in footnote.
2026-03-31acquisition_additioncompleted2026-03-31VariousBrokerage and Risk ManagementUSD 114 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Eight other acquisitions completed in Q1 2026. Total recorded purchase price $114 million. Employee counts not explicitly disclosed.
2026-03-31restructuringin_progressBrokerageUSD 27 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges of $27 million pretax ($20 million net earnings impact) disclosed in adjusted EBITDAC reconciliation. Employee count not specified.
2026-03-31restructuringin_progressRisk ManagementUSD 1 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges of $1 million pretax ($1 million net earnings impact) disclosed in adjusted EBITDAC reconciliation. Employee count not specified.
2025-12-31acquisition_additioncompleted10,9002025-08-18United States, United Kingdom and IrelandBrokerageUSD 13,815 (millions)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Acquisition of Dolphin TopCo, Inc. (holding company of AssuredPartners) completed August 18, 2025 for gross consideration of $13.8 billion ($13,815 million recorded total purchase price); associated charge is the purchase consideration, not a workforce-specific charge. Filing states AssuredPartners had 'over 10,900 employees' at closing, so 10,900 is a floor. Date shown is the acquisition completion date; original deal announcement date is not stated in this filing. Integration expense expected at approximately $575 million over three years; retention inducement awards of 341,700 RSUs (vested at closing) and 708,000 RSUs (vesting over 2-5 years) granted to former AssuredPartners employees.
2025-12-31acquisition_additioncompleted6002025-04-10United States and United KingdomBrokerageUSD 1,274 (millions)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Acquisition of Woodruff-Sawyer & Co. completed April 10, 2025 for consideration of $1.2 billion ($1,274 million recorded total purchase price); associated charge is the purchase consideration, not a workforce-specific charge. Filing states Woodruff Sawyer had 'over 600 employees' immediately prior to closing, so 600 is a floor. Date shown is the acquisition completion date. Integration expense expected at approximately $150 million over three years.
2025-12-31restructuringcompletedBrokerageUSD 183 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Full-year aggregate 'workforce and lease termination related charges' recognized in 2025; primarily severance accrued or paid for employee terminations and redundant workforce, plus lease termination/abandonment costs. No employee count or discrete announced program disclosed; these are recurring integration-related charges (2024 comparable: $118 million). Composition: $171 million workforce-related compensation charges and $13 million workforce/lease operating charges; $136 million net after-tax earnings impact.
2025-12-31restructuringcompletedRisk ManagementUSD 12 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Full-year aggregate workforce and lease termination related charges recognized in 2025 ($9 million compensation-related, $3 million operating); $9 million net after-tax earnings impact. No employee count disclosed.
2025-12-31acquisition_additioncompleted10,9002025-08-182025-08-18United States, United Kingdom, IrelandBrokerageUSD 13,800 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
AssuredPartners acquisition; over 10,900 employees at closing; gross consideration $13.8 billion
2025-12-31acquisition_additioncompleted6002025-04-102025-04-10United States, United KingdomBrokerageUSD 1,200 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Woodruff Sawyer acquisition; over 600 employees across 14 U.S. offices and one U.K. office; consideration $1.2 billion
2025-12-31acquisition_additioncompleted2025-12-312025-12-31MultipleBrokeragebusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
31 brokerage acquisitions completed in 2025 (33 total including risk management); headcount added not disclosed; annualized revenues acquired $3,562 million
2025-12-31acquisition_additioncompleted2025-12-312025-12-31MultipleRisk ManagementMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
2 risk management acquisitions closed in 2025; estimated annualized revenues acquired $54 million; headcount added not disclosed
2025-12-31restructuringcompletedMultipleBrokerageUSD 183 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Workforce and lease termination related charges for FY2025; employees affected not disclosed
2025-12-31restructuringcompletedMultipleRisk ManagementUSD 12 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Workforce and lease termination related charges for FY2025; employees affected not disclosed
2025-12-31divestiture_reductioncompletedMultipleBrokerageMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Several books of business and the Pronto Group sold during 2025; headcount removed not disclosed
2025-12-31acquisition_additioncompleted10,9002025-08-182025-08-18U.S., U.K., IrelandBrokerageItem_1_Business
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of AssuredPartners (Dolphin TopCo, Inc.) on August 18, 2025. Over 10,900 employees.
2025-12-31acquisition_additioncompleted6002025-04-102025-04-10U.S., U.K.BrokerageItem_1_Business
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Woodruff-Sawyer & Co. on April 10, 2025. Over 600 employees.
2025-12-31acquisition_additioncompleted10,9002025-08-182025-08-18United States, United Kingdom, IrelandBrokerageItem 1. Business - Business Combinations
f5-10k / Qwen3.6-27B-Q8_0
Acquired AssuredPartners on August 18, 2025. Had over 10,900 employees.
2025-12-31acquisition_additioncompleted6002025-04-102025-04-10United States, United KingdomBrokerageItem 1. Business - Business Combinations
f5-10k / Qwen3.6-27B-Q8_0
Acquired Woodruff Sawyer on April 10, 2025. Had over 600 employees.
2025-09-30acquisition_additioncompleted10,9002025-08-182025-08-18United States, United Kingdom, IrelandBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
AssuredPartners acquisition closed 2025-08-18 for $13.8 billion gross consideration; acquired entity had 'over 10,900 employees' at closing (count is a lower bound as stated).
2025-09-30acquisition_additioncompleted6002025-04-102025-04-10United States (14 offices), United Kingdom (1 office)Brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Woodruff Sawyer acquisition closed 2025-04-10 for $1.2 billion; acquired entity had 'over 600 employees' immediately prior to closing (count is a lower bound as stated).
2025-09-30restructuringin_progressNot disclosedBrokerage; Risk ManagementMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Nine-month 2025 pretax 'workforce and lease termination related charges' (severance for employee terminations plus lease terminations) of $77.0 million in brokerage and $10.6 million in risk management; no employee counts, program name, or announcement date disclosed and charge is not separable between workforce and lease components.
2025-09-30acquisition_additioncompleted10,9002025-08-18U.S., U.K., IrelandBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of AssuredPartners (Dolphin TopCo, Inc.) closed August 18, 2025. Over 10,900 employees.
2025-09-30acquisition_additioncompleted6002025-04-10U.S., U.K.Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Woodruff Sawyer closed April 10, 2025. Over 600 employees.
2025-09-30acquisition_additioncompleted10,9002025-08-18United States, United Kingdom, IrelandBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of AssuredPartners (Dolphin TopCo, Inc.).
2025-09-30acquisition_additioncompleted6002025-04-10United States, United KingdomBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of Woodruff Sawyer & Co.
2025-06-30acquisition_additioncompleted6002025-04-10United States; United KingdomBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Woodruff Sawyer acquisition closed April 10, 2025 for $1.2 billion; filer states the firm had over 600 employees across 14 U.S. offices and one U.K. office immediately prior to closing. Total expected integration expense is approximately $150.0 million (not a workforce charge).
2025-06-30acquisition_additioncompletedMultipleBrokerage; Risk Managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Nineteen additional acquisitions closed in the six-month period (W K Webster, Case Group and seventeen others in brokerage; one in risk management), with approximately $391.7 million of annualized revenues acquired; headcount added not disclosed.
2025-06-30restructuringin_progressMultipleBrokerageUSD 56 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Six-month 2025 pretax workforce and lease termination related charges in the brokerage segment; described as severance costs for employee terminations and redundant-workforce costs. Number of employees affected not disclosed.
2025-06-30restructuringin_progressMultipleRisk ManagementUSD 7 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Six-month 2025 pretax workforce and lease termination related charges in the risk management segment. Number of employees affected not disclosed.
2025-06-30otherin_progressMultipleBrokerageUSD 41 (millions)other
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Decisions to exit certain non-core operations during the six-month period resulted in a $40.6 million write-off of amortizable assets; any associated headcount reduction is not quantified.
2025-06-30acquisition_additioncompleted6002024-12-072025-04-10United States, United KingdomBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Woodruff Sawyer. 600 employees serving through 14 U.S. offices and one U.K. office immediately prior to closing.
2025-06-30restructuringin_progress2025-01-012025-12-31United StatesCorporate / PensionUSD 30 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Termination of defined benefit pension plan. Wind-down expected to complete in Q4 2025 via lump sum payments and group annuity purchase. Pre-tax loss of approx $30M expected.
2025-06-30acquisition_additioncompleted6002025-04-10United States and United KingdomBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of Woodruff Sawyer & Co. closed April 10, 2025. Immediately prior to closing, Woodruff Sawyer had over 600 employees serving through 14 U.S. offices and one U.K. office.
2025-06-30restructuringin_progressBrokerageUSD 38 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges for the three-month period ended June 30, 2025. Employee count not explicitly disclosed.
2025-06-30restructuringin_progressRisk ManagementUSD 4 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges for the three-month period ended June 30, 2025. Employee count not explicitly disclosed.
2025-06-30restructuringin_progressBrokerageUSD 56 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges for the six-month period ended June 30, 2025. Employee count not explicitly disclosed.
2025-06-30restructuringin_progressRisk ManagementUSD 7 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges for the six-month period ended June 30, 2025. Employee count not explicitly disclosed.
2025-03-31acquisition_additioncompleted6002025-03-042025-04-10United States (14 offices) and United Kingdom (1 office)BrokerageUSD 1,200 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Woodruff Sawyer acquisition; filer states 'over 600 employees', recorded as 600. Consideration $1.2 billion; closed 2025-04-10, after quarter end, funded with cash on hand; expected integration expense approximately $150.0 million.
2025-03-31acquisition_additionannounced2024-12-07United States, United Kingdom, IrelandBrokerageUSD 13,450 (millions)subsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Pending acquisition of AssuredPartners (Dolphin Topco) for $13.45 billion gross consideration; headcount not disclosed. HSR second request received 2025-03-07; company expects closing in second half of 2025.
2025-03-31acquisition_additioncompletedPrimarily United States, United Kingdom and other foreign operationsBrokerage and Risk ManagementUSD 438 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Eleven tuck-in acquisitions closed during the quarter (ten brokerage, one risk management) with $438.3 million aggregate recorded purchase price; headcount added not disclosed. Annualized revenues acquired of approximately $100.9 million.
2025-03-31restructuringin_progressNot disclosedBrokerageUSD 18 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Non-GAAP adjustment line for the three months ended 2025-03-31 covering severance for employee terminations and redundant-workforce costs plus lease termination charges; employee counts not disclosed and the charge is not purely severance.
2025-03-31restructuringin_progressNot disclosedRisk ManagementUSD 3 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Non-GAAP adjustment line for the three months ended 2025-03-31 covering severance for employee terminations and redundant-workforce costs plus lease termination charges; employee counts not disclosed and the charge is not purely severance.
2025-03-31acquisition_additioncompleted6002025-03-042025-04-10United States, United KingdomBrokerageUSD 1,200 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Woodruff Sawyer & Co. closed April 10, 2025. 600 employees across 14 US offices and 1 UK office.
2025-03-31acquisition_additioncompleted6002025-03-042025-04-10United States, United KingdomBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of Woodruff Sawyer & Co. closed April 10, 2025. Filer states Woodruff Sawyer has over 600 employees serving through 14 U.S. offices and one U.K. office.
2025-03-31restructuringin_progressBrokerageUSD 18 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges of $17.9 million recognized in Q1 2025. Employee count not explicitly disclosed.
2025-03-31restructuringin_progressRisk ManagementUSD 3 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges of $3.2 million recognized in Q1 2025. Employee count not explicitly disclosed.
2024-12-31restructuringcompletedBrokerage segmentUSD 119 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Charges recognized in fiscal 2024 for severance related to employee terminations/redundant workforce ($108.1M in compensation expense) plus lease termination charges ($10.8M in operating expense). No discrete named program, affected-employee count, or completion timeline disclosed.
2024-12-31restructuringcompletedRisk management segmentUSD 7 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Comprises $4.4M severance-related workforce charges in compensation expense and $2.8M lease termination charges in operating expense. (The Item 7 pre-tax earnings reconciliation table presents this item as $8.1M pretax.) No affected-employee count or timeline disclosed.
2024-12-31restructuringin_progressGlobalBrokerageUSD 119 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Pre-tax charge for 2024 combining severance from employee terminations and lease terminations; employee count not disclosed
2024-12-31restructuringin_progressGlobalRisk ManagementUSD 7 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Pre-tax charge for 2024 combining severance from employee terminations and lease terminations; employee count not disclosed
2024-12-31acquisition_additioncompletedGlobalBrokerage and Risk Managementbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
48 acquisitions closed in 2024 with approximately $386.5 million of annualized revenues acquired; headcount added not disclosed. Includes larger-than-tuck-in acquisitions of RIBV Holdings and Redington
2024-12-31acquisition_additionannounced2024-12-072025-03-31United States, United Kingdom, IrelandBrokeragebusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Definitive agreement signed 2024-12-07; expected to close in first quarter 2025 subject to regulatory approvals in the U.S., U.K. and Ireland; headcount to be added not disclosed
2024-12-31divestiture_reductioncompletedGlobalBrokerageMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Cash proceeds of $19.7 million and one-time gains of $24.3 million recognized in 2024; headcount removed not disclosed
2024-12-31acquisition_additioncompleted2024-10-01United StatesBrokerageItem 1. Business - Business Combinations
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of RIBV Holdings, LLC completed in 2024. Specific headcount not disclosed.
2024-12-31acquisition_additioncompleted2024-10-24United KingdomBrokerageItem 1. Business - Business Combinations
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Redington Limited completed in 2024. Specific headcount not disclosed.
2024-12-31restructuringcompletedGlobalBrokerageUSD 119 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Workforce and lease termination charges of $118.9 million in Brokerage segment. Employee count not disclosed.
2024-12-31restructuringcompletedGlobalRisk ManagementUSD 7 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Workforce and lease termination charges of $7.2 million in Risk Management segment. Employee count not disclosed.
2024-09-30restructuringin_progressGlobalBrokerageUSD 49 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Q3 2024 workforce and lease termination charges of $48.5M. Includes $40.5M in workforce-related charges and $46.2M in compensation adjustments per adjusted expense reconciliation.
2024-09-30restructuringin_progressGlobalRisk ManagementUSD 2 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Q3 2024 workforce and lease termination charges of $2.0M.
2024-09-30acquisition_additioncompletedGlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
27 acquisitions closed in nine months ended Sept 30, 2024. Annualized revenues acquired $173.9M. Workforce impact reflected in total headcount growth.
2024-09-30acquisition_additioncompletedGlobalRisk ManagementMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
1 acquisition closed in nine months ended Sept 30, 2024. Annualized revenues acquired $14.0M.
2024-06-30restructuringin_progressNot specifiedBrokerageUSD 40 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Pre-tax charge for the six months ended June 30, 2024 (three-month pre-tax charge was $27.9M; after-tax three-month amount $20.8M). Covers severance for employee terminations and redundant-workforce costs bundled with lease termination charges; no employee count, announcement date, or completion date disclosed.
2024-06-30restructuringin_progressNot specifiedRisk ManagementUSD 3 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Pre-tax charge for the six months ended June 30, 2024 (three-month pre-tax charge was $1.4M). Bundles severance and lease termination costs; no employee count, announcement date, or completion date disclosed.
2024-03-31acquisition_additioncompleted2024-03-31Primarily United StatesBrokerageUSD 376 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Twelve acquisitions closed in Q1 2024 (including Ericson Insurance Services and The Rowley Agency, both effective 2024-01-01, plus ten others); aggregate recorded purchase price $375.9M and annualized revenues ~$69.2M. Headcount added through these acquisitions is not disclosed. Announcement date shown as period-end aggregate.
2024-03-31restructuringin_progress2024-03-31Not disclosedBrokerageUSD 12 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Q1 2024 pretax charge combining severance for employee terminations and lease termination costs; employee counts and program details not disclosed. Date reflects the reporting period, not a specific announcement.
2024-03-31restructuringin_progress2024-03-31Not disclosedRisk ManagementUSD 1 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Q1 2024 pretax charge combining severance for employee terminations and lease termination costs; employee counts and program details not disclosed. Date reflects the reporting period, not a specific announcement.
2024-03-31acquisition_additioncompleted2024-03-31GlobalBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
12 acquisitions closed in Q1 2024. Headcount added not explicitly disclosed, but total workforce increased by 6,366 from prior year period.
2024-03-31restructuringin_progressGlobalBrokerageUSD 49 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition integration costs of $48.7 million recognized in Brokerage segment. Employee count not disclosed.
2024-03-31restructuringin_progressGlobalBrokerageUSD 12 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Workforce and lease termination related charges of $11.6 million recognized in Brokerage segment. Employee count not disclosed.
2024-03-31restructuringin_progressGlobalRisk ManagementUSD 1 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition integration costs of $0.7 million recognized in Risk Management segment. Employee count not disclosed.
2024-03-31restructuringin_progressGlobalRisk ManagementUSD 1 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Workforce and lease termination related charges of $1.2 million recognized in Risk Management segment. Employee count not disclosed.
2023-12-31acquisition_additioncompleted2,3002023-04-03U.S., Canada and U.K.BrokerageUSD 621 (millions)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Buck had over 2,300 employees, including more than 220 credentialed actuaries, immediately prior to closing; total recorded purchase price $620.8 million per Note 3.
2023-12-31acquisition_additioncompletedPrimarily U.S.; also Australia, Ireland, U.K. and other international locationsBrokerage (49) and Risk Management (1)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
50 acquisitions besides Buck closed during 2023 (51 total per MD&A); no aggregate acquired headcount disclosed. Aggregate 2023 purchase consideration including Buck: $3,742.6 million recorded / $3,041.9 million cash paid net of cash acquired. Largest others: Cadence Insurance, Eastern Insurance, My Plan Manager.
2023-12-31restructuringcompletedBrokerageUSD 63 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
FY2023 workforce and lease termination related charges: $56.0 million in compensation and $7.4 million in operating expense, primarily severance for employee terminations and redundant workforce; no employee count or named program disclosed; ongoing annual practice rather than a discrete announced program.
2023-12-31restructuringcompletedRisk ManagementUSD 3 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
FY2023 workforce and lease termination related charges: $2.0 million in compensation and $1.4 million in operating expense, severance-related; no employee count or named program disclosed; ongoing annual practice rather than a discrete announced program.
2023-12-31acquisition_additioncompleted2,3002023-04-032023-04-03United States, Canada, United KingdomBrokerage — retirement, human resources and employee benefits consultingUSD 621 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Over 2,300 employees including more than 220 credentialed actuaries immediately prior to closing; charge shown is total recorded purchase price, not a severance charge. Total expected Buck integration expense is approximately $125.0 million per MD&A.
2023-12-31acquisition_additioncompleted2023-10-312023-10-31United States (Northeastern U.S.)Brokerage — commercial property/casualty, personal lines, employee benefits consultingUSD 515 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Headcount added not disclosed; charge shown is total recorded purchase price.
2023-12-31acquisition_additioncompleted2023-11-302023-11-30United States (Southeast, including Texas)Brokerage — commercial property/casualty, employee benefits, personal linesUSD 886 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Headcount added not disclosed; charge shown is total recorded purchase price.
2023-12-31acquisition_additioncompleted2023-12-062023-12-06AustraliaRisk Management — National Disability Insurance Scheme plan management servicesUSD 302 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Headcount added not disclosed; charge shown is total recorded purchase price. Acquisition effective date per Note 3 table is 2023-12-01; narrative states shares acquired 2023-12-06.
2023-12-31acquisition_additioncompleted2023-12-312023-12-31MultipleBrokerage and Risk ManagementUSD 942 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Consolidated record for the 41 remaining tuck-in acquisitions out of 51 total completed in 2023; headcounts not disclosed. Charge shown is total recorded purchase price. Annualized revenues acquired across all 2023 acquisitions were approximately $885.1 million.
2023-12-31restructuringin_progressMultipleBrokerageUSD 63 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Full-year 2023 charge; comprises workforce-related charges of $56.0 million in compensation expense plus lease termination charges. Employees affected not disclosed and no announcement date given.
2023-12-31restructuringin_progressMultipleRisk ManagementUSD 3 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Full-year 2023 charge; comprises workforce-related charges of $2.0 million in compensation expense plus lease termination charges. Employees affected not disclosed.
2023-12-31divestiture_reductioncompletedMultipleBrokerageMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Several books of business sold during 2023 with one-time gains of $10.0 million and cash proceeds of $9.9 million; associated headcount not disclosed.
2023-12-31acquisition_additioncompleted2,3002023-04-032023-04-03United States, Canada, United KingdomBrokerageItem 1. Business - Human Capital
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Buck; immediately prior to closing, Buck had over 2,300 employees.
2023-12-31acquisition_additioncompleted2023-11-302023-11-30United StatesBrokerageItem 1. Business - Human Capital
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Cadence Insurance; headcount not explicitly disclosed.
2023-12-31acquisition_additioncompleted2023-10-312023-10-31United StatesBrokerageItem 1. Business - Human Capital
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Eastern Insurance; headcount not explicitly disclosed.
2023-12-31acquisition_additioncompleted2023-12-062023-12-06AustraliaRisk ManagementItem 1. Business - Human Capital
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of My Plan Manager; headcount not explicitly disclosed.
2023-12-31acquisition_additioncompleted2,3002023-04-032023-04-03United States, Canada, United KingdomBrokerageItem 1. Business - Business Combinations
f5-10k / Qwen3.6-27B-Q8_0
Acquired Buck on April 3, 2023. Immediately prior to closing, Buck had over 2,300 employees.
2023-12-31acquisition_additioncompleted2023-10-312023-10-31United StatesBrokerageItem 1. Business - Business Combinations
f5-10k / Qwen3.6-27B-Q8_0
Acquired Eastern Insurance on October 31, 2023. Employee count not explicitly disclosed.
2023-12-31acquisition_additioncompleted2023-11-302023-11-30United StatesBrokerageItem 1. Business - Business Combinations
f5-10k / Qwen3.6-27B-Q8_0
Acquired Cadence Insurance on November 30, 2023. Employee count not explicitly disclosed.
2023-12-31acquisition_additioncompleted2023-12-062023-12-06AustraliaRisk ManagementItem 1. Business - Business Combinations
f5-10k / Qwen3.6-27B-Q8_0
Acquired My Plan Manager on December 6, 2023. Employee count not explicitly disclosed.
2023-09-30acquisition_additioncompleted2,3002022-12-202023-04-03United States, Canada, United KingdomBrokerage — retirement, HR and employee benefits consulting and administration (Buck)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Filer states Buck had over 2,300 employees immediately prior to closing; recorded as 2300. Transaction signed 2022-12-20, closed 2023-04-03.
2023-09-30acquisition_additionannounced2023-09-192023-12-31Northeastern United StatesBrokerage — commercial property/casualty, personal lines and employee benefits consulting (Eastern Insurance Group, LLC)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Asset acquisition for approximately $510 million; no headcount disclosed. Subject to regulatory approval and key employee retention closing conditions; expected to close in Q4 2023.
2023-09-30acquisition_additionannounced2023-10-242023-12-31Southeast United States, including Texas (34 offices across 9 states)Brokerage — commercial property/casualty, employee benefits and personal lines (Cadence Insurance, Inc.)subsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Subsequent-event agreement signed after quarter end for approximately $749 million; no headcount disclosed. Expected integration and retention costs of $70 million over 3 years; expected to close in Q4 2023.
2023-09-30acquisition_additioncompleted2,3002023-04-03United States, Canada, United KingdomBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of BCHR Holdings, L.P. (Buck). Immediately prior to closing, Buck had over 2,300 employees.
2023-09-30acquisition_additionannounced2023-10-242023-12-31United StatesBrokerageUSD 749 (millions)subsequent_events
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Signed definitive agreement to acquire Cadence Insurance, Inc. Expected to close during fourth quarter of 2023.
2023-09-30acquisition_additionannounced2023-09-192023-12-31United StatesBrokerageUSD 510 (millions)subsequent_events
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Signed definitive agreement to acquire assets of Eastern Insurance Group, LLC. Expected to close during fourth quarter of 2023.
2023-09-30acquisition_additioncompleted2,3002023-04-03United States, Canada, United KingdomBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of BCHR Holdings, L.P. (Buck). Headcount disclosed as 'Immediately prior to closing, Buck had over 2,300 employees'.
2023-09-30acquisition_additionannounced2023-10-242023-12-31United StatesBrokeragesubsequent_events
f5-10q / Qwen3.6-27B-Q8_0
Agreement to acquire Cadence Insurance, Inc. Expected to close in Q4 2023. No headcount disclosed.
2023-09-30acquisition_additionannounced2023-09-192023-12-31United StatesBrokeragesubsequent_events
f5-10q / Qwen3.6-27B-Q8_0
Agreement to acquire Eastern Insurance Group, LLC. Expected to close in Q4 2023. No headcount disclosed.
2023-06-30acquisition_additioncompleted2,3002022-12-202023-04-03United States, Canada, United KingdomBrokerage (retirement, HR and employee benefits consulting)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Deal signed 2022-12-20, closed 2023-04-03; Buck had over 2,300 employees immediately prior to closing, including more than 220 credentialed actuaries. Count is approximate as disclosed.
2023-06-30acquisition_additioncompletedMultipleBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
25 acquisitions closed in the six-month period (15 in Q2 2023) with approximately $418.1 million of annualized revenues acquired; no headcount added is disclosed for these transactions other than Buck.
2023-06-30acquisition_additioncompleted2,3002023-04-032023-04-03United States, Canada, United KingdomRisk Managementbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of BCHR Holdings, L.P. (Buck). Immediately prior to closing, Buck had over 2,300 employees, including more than 220 credentialed actuaries.
2023-06-30acquisition_additioncompleted2,3002023-04-032023-04-03United States, Canada, United KingdomBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of BCHR Holdings, L.P. dba Buck. 'Immediately prior to closing, Buck had over 2,300 employees'.
2023-03-31acquisition_additioncompletedMultipleBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Ten acquisitions closed in Q1 2023 with estimated annualized revenues of $69.0 million; headcount added not disclosed.
2023-03-31acquisition_additioncompleted2,3002022-12-202023-04-03United States, Canada, United KingdomBrokeragesubsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML
BCHR Holdings L.P. dba Buck acquired for $660.0M gross; closed April 3, 2023 (subsequent event). Filer states Buck has over 2,300 employees, including more than 220 credentialed actuaries. Expected integration expense approximately $125.0 million.
2023-03-31restructuringin_progressMultipleBrokerageUSD 16 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Pretax workforce and lease termination charges for the three months ended March 31, 2023; workforce-related charges primarily comprise severance costs for employee terminations. Headcount affected not disclosed.
2023-03-31restructuringin_progressMultipleRisk ManagementUSD 1 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Pretax workforce and lease termination charges for the three months ended March 31, 2023. Headcount affected not disclosed.
2023-03-31acquisition_additioncompleted2,3002022-12-202023-04-03U.S., Canada, U.K.Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of BCHR Holdings, L.P. (dba Buck) closed April 3, 2023. Includes over 220 credentialed actuaries.
2023-03-31acquisition_additioncompleted2023-01-012023-03-31VariousBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Ten other acquisitions completed in Q1 2023. Specific headcount not disclosed.
2023-03-31acquisition_additioncompleted2,3002022-12-202023-04-03United States, Canada, United KingdomBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of BCHR Holdings, L.P. (dba Buck) closed April 3, 2023. Buck has over 2,300 employees.
2023-03-31restructuringin_progressBrokerageUSD 15 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges of $15.4 million recognized in Q1 2023. Employee count not disclosed.
2023-03-31restructuringin_progressRisk ManagementUSD 1 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges of $0.6 million recognized in Q1 2023. Employee count not disclosed.
2022-12-31acquisition_additionannounced2,3002022-12-202023-06-30Retirement, human resource and employee benefits consulting and administrationbusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Definitive agreement signed December 20, 2022 to acquire the partnership interests of Buck (BCHR Holdings, L.P.); Buck has over 2,300 employees (including more than 220 credentialed actuaries), so headcount stated as 2,300 reflects a 'more than' qualifier. Transaction expected to close during the first half of 2023 subject to regulatory approvals, hence status 'announced'. Gross consideration $660.0 million (approximately $585.0 million net of agreed seller-funded expenses and net working capital); total expected integration expense approximately $125.0 million. These amounts are deal consideration/integration guidance, not workforce-specific severance charges. Deal also discussed in Item 7 MD&A.
2022-12-31acquisition_additioncompleted2022-12-31GlobalBrokerage / Risk ManagementUSD 1,303 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
37 acquisitions completed in 2022 for total recorded purchase price of $1,303.0 million; headcount added not disclosed. MD&A acquisition activity table reports 36 acquisitions closed with $244.0 million estimated annualized revenues acquired
2022-12-31acquisition_additionannounced2,3002022-12-202023-06-30United States, Canada, United KingdomBrokerage — retirement, HR and benefits consultingUSD 660 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Definitive agreement to acquire Buck for $660.0 million gross (~$585.0 million net); 2,300+ is target-company headcount, expected to close in first half of 2023; estimated integration expense of $125.0 million
2022-12-31restructuringcompleted2022-12-31GlobalBrokerageUSD 51 (millions)other
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Pretax 2022 charge for workforce and lease termination related charges in the brokerage segment; includes severance for employee terminations and lease exits; employees affected not disclosed
2022-12-31restructuringcompleted2022-12-31GlobalRisk ManagementUSD 7 (millions)other
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Pretax 2022 charge for workforce and lease termination related charges in the risk management segment; employees affected not disclosed
2022-12-31restructuringcompletedGlobalBrokerage and Risk ManagementUSD 49 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Workforce and lease termination charges of $48.9 million in Brokerage segment and $6.4 million in Risk Management segment. Employee count not explicitly disclosed.
2022-12-31acquisition_additioncompletedGlobalBrokerageMD&A
f5-10k / Qwen3.6-27B-Q8_0
36 acquisitions closed in 2022. Specific headcount added not disclosed, but compensation expense increased by $432.7 million due to acquisitions.
2022-12-31acquisition_additioncompletedGlobalRisk ManagementMD&A
f5-10k / Qwen3.6-27B-Q8_0
Acquisitions contributed to compensation expense increase of $8.2 million. Specific headcount added not disclosed.
2022-09-30restructuringin_progressBrokerageUSD 19 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Nine-month 2022 pretax charge of $19.1M (Q3 2022: $4.5M) disclosed as a non-GAAP adjustment; includes severance and lease termination costs. No employee count or announcement date given.
2022-09-30restructuringin_progressRisk ManagementUSD 3 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Nine-month 2022 pretax charge of $2.8M (Q3 2022: $1.7M) disclosed as a non-GAAP adjustment; includes severance and lease termination costs. No employee count or announcement date given.
2022-09-30acquisition_additionannounced2022-09-292022-10-31United StatesBrokeragesubsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Definitive agreement signed to acquire M&T Insurance Agency, Inc. for ~$170.0M cash plus ~$22.5M potential earnout; closed October 31, 2022. No headcount disclosed.
2022-09-30acquisition_additioncompleted2022-09-292022-10-31United StatesBrokerageUSD 170 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of M&T Insurance Agency, Inc. for $170M cash plus $22.5M potential earnout. Closed Oct 31, 2022. Employee count not disclosed.
2022-09-30acquisition_additioncompleted2022-02-012022-02-01United KingdomBrokerageUSD 90 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Devitt Insurance Services Ltd. Employee count not disclosed.
2022-09-30acquisition_additioncompleted2022-06-012022-06-01InternationalBrokerageUSD 85 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Innovu Group Holding Company Limited. Employee count not disclosed.
2022-09-30acquisition_additioncompleted2022-01-012022-09-30GlobalBrokerage and Risk ManagementUSD 333 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Eighteen other acquisitions completed in 2022. Employee count not disclosed.
2022-09-30restructuringin_progressGlobalAll SegmentsUSD 146 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Pretax impact of brokerage segment adjustments (including acquisition integration, workforce/lease termination, and acquisition-related adjustments) for Q3 2022. Employee count not disclosed.
2022-09-30restructuringin_progressGlobalRisk ManagementUSD 4 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Pretax impact of risk management segment adjustments (including workforce/lease termination and acquisition-related adjustments) for Q3 2022. Employee count not disclosed.
2022-06-30acquisition_additioncompletedMultipleBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
13 brokerage acquisitions closed in the six-month period (8 in Q2 2022); estimated annualized revenues acquired of $82.3M YTD ($50.1M in Q2). Headcount added not disclosed.
2022-06-30acquisition_additioncompletedMultipleRisk Managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
1 risk management acquisition closed in the six-month period (also in Q2 2022); estimated annualized revenues acquired of $2.5M. Headcount added not disclosed.
2022-06-30acquisition_additioncompleted2021-12-01GlobalBrokerageUSD 3,250 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Willis Towers Watson plc treaty reinsurance brokerage operations. Incorporates approximately 2,200 employees.
2022-06-30acquisition_additioncompleted2022-02-01GlobalBrokerageUSD 91 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Devitt Insurance Services Ltd.
2022-06-30acquisition_additioncompleted2022-06-01GlobalBrokerageUSD 85 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Innovu Group Holding Company Limited.
2022-06-30acquisition_additioncompleted2022-01-01GlobalBrokerage and Risk ManagementUSD 216 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Twelve other acquisitions completed in 2022.
2022-03-31acquisition_additioncompleted2022-02-01BrokerageUSD 91 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Devitt Insurance Services Ltd. acquired Feb 1, 2022; $90.8M is total recorded purchase price, not a workforce charge. Headcount added not disclosed.
2022-03-31acquisition_additioncompletedBrokerageUSD 24 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Four other brokerage acquisitions completed during Q1 2022 (aggregate $23.6M recorded purchase price); individual closing dates and headcount added not disclosed.
2022-03-31acquisition_additioncompleted2,2002021-12-012022-03-31Global (31 countries)Brokerage (Reinsurance)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Willis Towers Watson plc treaty reinsurance brokerage operations. 2,200 employees incorporated into Gallagher Re from 70+ offices across 31 countries. One deferred closing expected in Q2 2022.
2022-03-31acquisition_additioncompleted2022-02-012022-03-31United KingdomBrokerageUSD 91 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Devitt Insurance Services Ltd. Employee count not explicitly disclosed in footnote, but included in total segment workforce.
2022-03-31acquisition_additioncompleted2022-01-012022-03-31VariousBrokerageUSD 24 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Four other acquisitions completed in Q1 2022. Employee count not explicitly disclosed.
2022-03-31acquisition_additioncompleted2022-02-01United KingdomBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of Devitt Insurance Services Ltd. Headcount not explicitly disclosed in footnote, but included in segment workforce totals.
2022-03-31acquisition_additioncompleted2022-03-31VariousBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Four other acquisitions completed in Q1 2022. Headcount not explicitly disclosed in footnote, but included in segment workforce totals.
2022-03-31restructuringcompletedGlobalBrokerageUSD 35 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Acquisition integration costs and workforce related charges. Employee count not disclosed, only financial charge.
2022-03-31restructuringcompletedGlobalRisk ManagementUSD 1 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges. Employee count not disclosed, only financial charge.
2021-12-31restructuringcompletedBrokerageUSD 21 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Workforce and lease termination charges recognized in 2021; includes $16.2M severance-related compensation charges and $4.4M workforce/lease termination operating costs. Employee counts affected not disclosed.
2021-12-31restructuringcompletedRisk ManagementUSD 7 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Workforce and lease termination charges recognized in 2021; $2.3M in compensation and $4.8M in operating expense (including $4.4M lease termination costs). Employee counts affected not disclosed.
2021-12-31acquisition_additioncompletedPrimarily brokerage segment, including reinsurancebusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
38 acquisitions completed during 2021, including the Willis Towers Watson treaty reinsurance operations on Dec 1, 2021. Combined Gallagher Re reinsurance business incorporates approximately 2,200 employees, including pre-existing Gallagher reinsurance operations; standalone acquired headcount not disclosed. Twelve international deferred closings (~$180M of consideration) expected in H1 2022.
2021-12-31acquisition_additioncompleted2,2002021-12-01Global (31 countries)Brokerage — reinsurance brokerage (Gallagher Re)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
The 2,200 figure covers the combined Gallagher Re business (acquired WTW treaty reinsurance operations plus existing Gallagher reinsurance operations), so it overstates net headcount added. Initial gross consideration $3.25 billion plus up to $750 million contingent. Twelve international operations with deferred closings (~$180 million of consideration) await local regulatory approval in Q1–Q2 2022.
2021-12-31acquisition_additioncompletedGlobalBrokerage and Risk Managementbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
38 acquisitions closed in 2021 (36 per acquisition activity table) with annualized revenues acquired of approximately $1,002.0 million; no headcount added is disclosed for these tuck-in acquisitions. Segment workforce tables note figures include acquisitions.
2021-12-31acquisition_additioncompleted2,2002021-12-012021-12-01GlobalBrokerageItem 1. Business
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Willis Towers Watson plc treaty reinsurance brokerage operations incorporated approximately 2,200 employees.
2021-12-31acquisition_additioncompleted2,2002021-12-012021-12-01Global (31 countries)Brokerage (Reinsurance)Item_1_Business
f5-10k / Qwen3.6-27B-Q8_0
Acquisition of Willis Towers Watson plc treaty reinsurance brokerage operations incorporated approximately 2,200 employees.
2021-06-30acquisition_additioncompletedMultipleBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
12 brokerage acquisitions closed in the six-month period (7 in Q2); estimated annualized revenues acquired of $123.8M YTD ($34.1M in Q2). Headcount added not disclosed.
2021-06-30acquisition_additioncompletedMultipleRisk ManagementMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
2 risk management acquisitions closed in the six-month period (1 in Q2); estimated annualized revenues acquired of $50.0M YTD ($36.0M in Q2). Headcount added not disclosed.
2021-06-30restructuringin_progressMultipleBrokerageUSD 9 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Six-month 2021 pretax charge of $9.3M ($4.1M in Q2) covering severance for employee terminations and redundant workforce plus lease termination costs; presented as an aggregate adjustment, no employee count or discrete program disclosed.
2021-06-30restructuringin_progressMultipleRisk ManagementUSD 1 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Six-month 2021 pretax charge of $1.3M ($0.6M in Q2) for severance and lease termination costs; no employee count or discrete program disclosed.
2021-03-31acquisition_additioncompleted2021-01-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Atlas General Holdings, LLC (AGH) acquisition effective 2021-01-01; purchase price $109.3 million. Headcount added not disclosed.
2021-03-31acquisition_additioncompleted2021-02-05United KingdomBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Bollington Wilson Group (BWG) acquisition effective 2021-02-05; purchase price $329.4 million. Headcount added not disclosed.
2021-03-31acquisition_additioncompleted2021-03-31MultipleBrokerage and Risk Managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Four other acquisitions completed during Q1 2021 (combined purchase price $63.2 million); six acquisitions completed in total per MD&A. Effective dates of individual deals not disclosed; headcount added not disclosed.
2021-03-31restructuringcompleted2020-06-01GlobalCorporate / Brokerage / Risk ManagementUSD 5 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
In mid-2020, the company adjusted portions of its workforce where business had declined significantly. Q1 2021 charges reflect severance and lease termination costs associated with these prior actions.
2021-03-31acquisition_additioncompleted2021-01-012021-03-31GlobalBrokerage / Risk Managementbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Company acquired 6 firms in Q1 2021 (including Atlas General Holdings and Bollington Wilson Group). Headcount additions are included in the segment workforce totals but not explicitly quantified as a discrete addition count.
2021-03-31restructuringcompleted2020-06-30GlobalCorporate and SegmentsUSD 5 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Charges related to mid-2020 workforce adjustments where business declined significantly. Employee count not disclosed for this specific charge.
2021-03-31restructuringcompleted2020-06-30GlobalRisk ManagementUSD 1 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Charges related to mid-2020 workforce adjustments. Employee count not disclosed.
2020-12-31restructuringcompletedBrokerageUSD 44 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Part of company-wide COVID-19 cost actions begun in Q1 2020: workforce adjusted where volume declines exceeded attrition, plus real estate footprint reduction. Pretax charge combines workforce severance ($35.7M in compensation) and workforce/lease termination ($8.2M in operating) components; employee count not disclosed. Company-wide quarterly savings of roughly $65–70M pretax cited for Q2–Q4 2020, with an estimated $12–15M of additional implementation costs expected in 2021.
2020-12-31restructuringcompletedRisk ManagementUSD 8 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Same company-wide 2020 cost actions; pretax charge combines workforce/lease termination components ($7.5M compensation, $0.4M operating); employee count not disclosed.
2020-12-31acquisition_additionannounced2020-12-232021-02United KingdomBrokeragebusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Definitive agreement signed to acquire 100% of The Bollington Wilson Group for approximately $330.0 million cash; the target is described as having more than 400 employees. Regulatory approval received January 26, 2021; closing expected February 2021.
2020-12-31restructuringcompleted2020-12-31GlobalBrokerageUSD 44 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Filer reduced its workforce where volumes declined and attrition was insufficient; pretax workforce and lease termination charges of $43.9M for 2020 (includes $35.7M compensation-related severance). Employees affected not disclosed.
2020-12-31restructuringcompleted2020-12-31GlobalRisk ManagementUSD 8 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Workforce and lease termination related charges of $7.9M pretax for 2020 (includes $7.5M compensation-related). Employees affected not disclosed.
2020-12-31acquisition_additioncompleted2020-12-31GlobalBrokeragebusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
27 acquisitions completed in 2020 with total recorded purchase price of $876.1M and estimated annualized revenues acquired of $251.4M; acquired headcount not disclosed.
2020-12-31divestiture_reductioncompleted2020-12-162020-12-16United KingdomBrokerage (employee benefits / wealth management)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Sale of a U.K. wealth management business completed 2020-12-16 with a net pretax non-cash loss of approximately $12.0M; headcount removed not disclosed.
2020-12-31acquisition_additionannounced2020-12-232021-02-28United KingdomBrokeragesubsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Definitive agreement signed to acquire The Bollington Wilson Group for approximately $330.0M cash; regulatory approval received 2021-01-26, expected to close February 2021. Target described as having more than 400 employees; exact count not disclosed.
2020-12-31restructuringcompleted2020-01-012020-12-31GlobalAll SegmentsUSD 65 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Cost saving actions including adjusting real estate footprint, reducing capital expenditures, limiting outside labor, and adjusting portions of workforce where volumes declined. Estimated quarterly savings of $65 million to $70 million pretax in Q2-Q4 2020 compared to 2019.
2020-12-31restructuringcompleted2020-01-012020-12-31GlobalAll SegmentsUSD 50 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Workforce and lease termination charges of $43.9M (Brokerage) and $7.9M (Risk Management) recognized in 2020. Specific employee count not disclosed.
2020-12-31acquisition_additioncompleted2020-01-012020-12-31GlobalBrokerage and Risk ManagementMD&A
f5-10k / Qwen3.6-27B-Q8_0
27 acquisitions closed in 2020. Specific headcount added not disclosed.
2020-09-30restructuringin_progressGlobalCompany-wide; includes adjusted portions of the workforce where volumes declinedUSD 12 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Filer reports approximately $12 million pretax of severance and lease termination costs in Q3 2020 from COVID-19 cost actions; no employee count disclosed. Actions include discretionary spending limits, real estate adjustments, reduced capital expenditure, reduced outside labor, and workforce adjustments where volumes declined.
2020-09-30acquisition_additioncompletedMultipleBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
17 acquisitions closed in the nine months ended September 30, 2020 (5 in Q3) with approximately $151.2 million of annualized revenues acquired; headcount added through these acquisitions is not disclosed.
2020-09-30restructuringin_progressGlobalCorporate and SegmentsUSD 12 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Filer reports 'severance and lease termination costs of approximately $12 million pretax related to these actions' in Q3 2020 due to cost management measures including adjusting portions of workforce where volumes declined.
2020-09-30restructuringin_progress2020-09-30GlobalCorporate and OperationsUSD 12 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Filer reports severance and lease termination costs of approximately $12 million pretax related to cost-saving actions including adjusting real estate footprint and adjusting portions of workforce where volumes declined.
2020-06-30restructuringin_progress3%2020-12-31GlobalGlobal workforce (multiple functions)USD 14 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Filer states workforce adjustments to date have impacted less than 3% of global workforce, with possible additional 1% impact in 2020. The $14M pretax Q2 charge covers severance and lease termination costs combined. No absolute headcount disclosed; implied count is under ~990 based on the stated 33,000 employees.
2020-06-30acquisition_additioncompletedGlobalBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
12 acquisitions closed in the six-month period ended June 30, 2020 (4 in Q2), with annualized revenues of approximately $138.1 million. No headcount acquired is disclosed; segment workforce figures are labeled as including acquisitions.
2020-06-30restructuringin_progress3%2020-03-15GlobalAll segmentsUSD 14 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Filer states actions 'impacted less than 3%' of global workforce in Q2 2020. Severance and lease termination costs were approximately $14 million pretax. Filer notes potential for additional 1% impact in 2020.
2020-06-30restructuringin_progress3%2020-03-15GlobalAll SegmentsUSD 14 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce adjustments due to volume declines; impacted less than 3% of global workforce to date. Severance and lease termination costs approx $14 million pretax in Q2.
2020-03-31layoffannounced4%GlobalPortions of workforce where volumes declined significantlyUSD 30 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Filer plans to contract and/or furlough portions of the workforce where volumes declined; expected to impact less than 4% of global workforce. Related expense of approximately $30 million spread over the next three quarters. No announcement date or completion date disclosed.
2020-03-31otherannouncedGlobalSupport functionsMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Support-layer hiring and wage freeze implemented as part of cost-management actions in response to COVID-19; no counts or dates disclosed.
2020-03-31acquisition_additioncompletedMultipleBrokerage and Risk Managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Eight acquisitions closed during the quarter (annualized revenues acquired of $124.2 million); headcount added through these acquisitions was not disclosed.
2020-03-31restructuringannounced4%2020-04-01GlobalAll segmentsUSD 30 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Filer plans on contracting and/or furloughing portions of workforce where volumes declined significantly. Expected to impact less than 4% of global workforce. Additional expense related to these changes may total $30 million spread over next three quarters.
2020-03-31restructuringannounced4%2020-03-31GlobalAll segmentsUSD 30 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Furloughs, attrition, and other actions impacting less than 4% of global workforce. Additional expense related to these workforce changes may total $30 million spread over the next three quarters.
2019-12-31acquisition_additioncompleted2019Brokerage (46 acquisitions); Risk Management (3 acquisitions)USD 1,792 (millions)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Headcount added through acquisitions is not disclosed. 49 acquisitions were completed during 2019 with annualized revenues of approximately $468.2 million. Associated value is the total recorded purchase price of $1,791.8 million; cash paid, net of cash and restricted cash acquired, was $1,266.8 million.
2019-12-31divestiture_reductioncompleted2019BrokerageUSD 75 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Headcount impact of divestitures is not disclosed. Several books of business were sold during 2019, including a travel insurance brokerage operation sold on January 8, 2019 (one-time net gain of $0.17 per diluted share). The value shown is the aggregate net gain on divestitures recognized in 2019 (a gain, not a charge); related cash proceeds were $81.0 million.
2019-12-31restructuringcompleted2019BrokerageUSD 45 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Pretax workforce and lease termination charges recognized in 2019, comprising $35.2 million of workforce severance charges within compensation expense and the remainder within operating expense. Number of positions eliminated during 2019 is not disclosed. Charges are excluded from adjusted non-GAAP results.
2019-12-31restructuringcompleted2019Risk ManagementUSD 8 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Pretax workforce and lease termination charges recognized in 2019, comprising $5.9 million in compensation expense and $2.0 million in operating expense. Headcount affected is not disclosed. Charges are excluded from adjusted non-GAAP results.
2019-12-31restructuringcompleted2019CorporateUSD 3 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Pretax workforce charge recognized in the corporate segment during 2019. Headcount affected is not disclosed. Charge is excluded from adjusted non-GAAP results.
2019-12-31restructuringcompletedMultipleBrokerageUSD 45 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Pre-tax 2019 charges for workforce and lease termination; includes severance and lease termination costs. Number of employees affected is not disclosed.
2019-12-31restructuringcompletedMultipleRisk ManagementUSD 8 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Pre-tax 2019 charges for workforce and lease termination. Number of employees affected is not disclosed.
2019-12-31restructuringcompletedUnited StatesCorporateUSD 3 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Pre-tax 2019 workforce-related charge in the corporate segment. Number of employees affected is not disclosed.
2019-12-31acquisition_additioncompletedMultipleBrokerage and Risk Managementbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
49 acquisitions completed in 2019 with annualized revenues of approximately $468.2 million; headcount added through these acquisitions is not disclosed.
2019-12-31divestiture_reductioncompleted2019-01-08MultipleBrokerageMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Travel insurance brokerage sold January 8, 2019 along with four other smaller brokerage operations; headcount removed is not disclosed.
2019-12-31restructuringcompletedGlobalBrokerageUSD 45 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Disclosed as 'Workforce and lease termination related charges' of $44.8 million in Brokerage segment. Includes severance costs related to employee terminations and redundant workforce. Specific headcount not disclosed.
2019-12-31restructuringcompletedGlobalRisk ManagementUSD 8 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Disclosed as 'Workforce and lease termination related charges' of $7.9 million in Risk Management segment. Includes severance costs related to employee terminations. Specific headcount not disclosed.
2019-12-31restructuringcompletedGlobalCorporateUSD 3 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Disclosed as 'Workforce' adjustment of $3.0 million in Corporate segment. Specific headcount not disclosed.
2019-12-31acquisition_additioncompletedGlobalAll SegmentsMD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Headcount increase primarily relates to addition of employees associated with acquisitions completed in 2019. 46 acquisitions closed in 2019. Specific headcount added not disclosed.
2019-12-31restructuringcompletedGlobalBrokerageUSD 45 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Workforce and lease termination charges of $44.8 million in 2019. Includes severance costs related to employee terminations and redundant workforce.
2019-12-31restructuringcompletedGlobalRisk ManagementUSD 8 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Workforce and lease termination charges of $7.9 million in 2019.
2019-12-31restructuringcompletedGlobalCorporateUSD 3 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Workforce charges of $3.0 million in 2019.
2019-12-31acquisition_additioncompletedGlobalBrokerageMD&A
f5-10k / Qwen3.6-27B-Q8_0
Increase in employee headcount primarily relates to addition of employees associated with acquisitions completed in 2019 and new production hires.
2019-09-30restructuringin_progressUnited StatesBrokerage (approximately $17.0 million of severance); company-wide totalUSD 19 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Business transformation project initiated in the second quarter of 2019; approximately $19.0 million of severance incurred in the nine-month period, of which about $17.0 million was in the brokerage segment. Number of employees affected and completion timing are not disclosed.
2019-09-30acquisition_additioncompletedMultipleBrokerage and Risk Managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
38 acquisitions completed in the nine-month period ended September 30, 2019 (35 brokerage, 3 risk management) with approximately $350.8 million of annualized revenues acquired; headcount added through these acquisitions is not disclosed.
2019-09-30divestiture_reductioncompletedNot disclosedBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Divestiture of a travel insurance brokerage and four other smaller brokerage operations during the nine-month period, with a one-time net gain of $0.17 of diluted EPS; associated headcount removed is not disclosed.
2019-09-30acquisition_additionannounced2019-09-272019-10-15United States (Bloomfield Hills, Michigan)Brokeragesubsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Definitive agreement signed September 27, 2019 to acquire substantially all net assets of LSG Insurance Partners for approximately $174.0 million cash plus a potential earnout of about $72.0 million; transaction closed October 15, 2019. Headcount added is not disclosed.
2019-09-30restructuringin_progress2019-06-30United StatesBrokerageUSD 19 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Business transformation project initiated in second quarter 2019. $19.0 million severance incurred in nine-month period ended Sept 30, 2019.
2019-09-30acquisition_additioncompleted2019-01-012019-09-30GlobalBrokerage and Risk ManagementMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
38 acquisitions completed in nine-month period ended Sept 30, 2019. Headcount additions contributed to increase in segment workforce.
2019-09-30restructuringin_progress2019-04-01BrokerageUSD 17 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Business transformation project initiated in Q2 2019. Total YTD severance incurred was $19.0 million, with $17.0 million allocated to the Brokerage segment.
2019-06-30restructuringin_progressUnited StatesBrokerageUSD 7 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Business transformation project initiated in Q2 2019; approximately $7.0 million of severance incurred in both the three-month and six-month periods ended June 30, 2019, of which about $6.0 million was in the brokerage segment. Number of employees affected not disclosed; no specific announcement date or completion date given.
2019-06-30acquisition_additioncompletedMultipleBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
24 acquisitions closed in the six-month period ended June 30, 2019 (13 in Q2), with estimated annualized revenues acquired of $265.7 million. Headcount added through these acquisitions is not disclosed; segment workforce figures are labeled as including acquisitions.
2019-06-30divestiture_reductioncompletedMultipleBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Divestiture of a travel insurance brokerage and four other smaller brokerage operations during the six-month period ended June 30, 2019, generating a one-time net gain of $0.17 of diluted EPS. Employees affected not disclosed.
2019-06-30restructuringin_progress2019-04-01United StatesBrokerageUSD 7 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Business transformation project initiated in second quarter 2019. Approximately $6.0 million of the $7.0 million severance cost was in the brokerage segment.
2019-06-30acquisition_additioncompleted2019-01-012019-06-30GlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
24 acquisitions completed in the six-month period ended June 30, 2019. Headcount increase primarily relates to employees associated with these acquisitions.
2019-06-30restructuringin_progress2019-04-01BrokerageUSD 6 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Business transformation project initiated in Q2 2019. Total severance incurred in Q2 was approx $7.0M, with approx $6.0M in Brokerage segment. Employee count not disclosed.
2019-06-30acquisition_additioncompletedBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
Headcount increase primarily relates to employees associated with acquisitions completed in the twelve-month period ended June 30, 2019. Specific headcount added not disclosed.
2019-06-30acquisition_additioncompletedRisk ManagementMD&A
f5-10q / Qwen3.6-27B-Q8_0
Headcount increase primarily relates to employees associated with acquisitions completed in the twelve-month period ended June 30, 2019. Specific headcount added not disclosed.
2019-03-31acquisition_additioncompletedVariousBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Eleven acquisitions closed in Q1 2019 with estimated annualized revenues of $71.2 million; headcount added not disclosed.
2019-03-31divestiture_reductioncompletedNot specifiedBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Divestiture of a travel insurance brokerage and four smaller brokerage operations; net gain of $57.1 million; headcount removed not disclosed.
2019-03-31restructuringin_progressNot specifiedBrokerageUSD 6 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Pre-tax workforce and lease termination charges for the quarter; no employee count or program details disclosed.
2019-03-31restructuringin_progressNot specifiedRisk ManagementUSD 0 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Pre-tax workforce and lease termination charges for the quarter; no employee count or program details disclosed.
2019-03-31acquisition_additioncompleted2018-12-222019-04-05United KingdomBrokerageUSD 350 (millions)subsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of Stackhouse Poland Group Limited for approximately $350.0 million cash; closed April 5, 2019, after quarter end; headcount not disclosed.
2019-03-31acquisition_additionannounced2019-03-032019-06-30U.K., U.S., Canada, Australia, New Zealand and 10 other countriesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Agreement to acquire JLT global aerospace operations for approximately £130.0 million upfront plus £60.0 million contingent; expected to close in Q2 2019; headcount not disclosed.
2019-03-31acquisition_additioncompleted2019-03-31GlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Increase in employee headcount primarily relates to employees associated with the 11 acquisitions completed in the twelve-month period ended March 31, 2019. Specific headcount numbers for these acquisitions are not disclosed.
2019-03-31acquisition_additioncompleted2019-03-31GlobalRisk ManagementMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Contributing to the increase in employee headcount are employees associated with acquisitions completed in the twelve-month period ended March 31, 2019. Specific headcount numbers are not disclosed.
2019-03-31acquisition_additioncompleted2019-03-31GlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
Headcount increase primarily relates to employees associated with 11 acquisitions completed in the twelve-month period ended March 31, 2019. Specific headcount added not disclosed.
2019-03-31acquisition_additioncompleted2019-03-31GlobalRisk ManagementMD&A
f5-10q / Qwen3.6-27B-Q8_0
Headcount increase primarily relates to employees associated with acquisitions completed in the twelve-month period ended March 31, 2019. Specific headcount added not disclosed.
2018-12-31restructuringcompleted325BrokerageUSD 39 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Approximately 325 positions eliminated or restructured during 2018, driving higher severance costs. Charge is the brokerage segment's full-year 2018 pretax workforce and lease termination related charges (non-GAAP adjustment), including $32.3M of workforce related charges in compensation expense; not solely attributable to these eliminations. No specific announcement or completion date disclosed.
2018-12-31restructuringcompleted75Risk ManagementUSD 5 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Approximately 75 positions eliminated or restructured during 2018, driving higher severance costs. Charge is the risk management segment's full-year 2018 pretax workforce and lease termination related charges (non-GAAP adjustment). No specific announcement or completion date disclosed.
2018-12-31acquisition_additioncompletedBrokerage (44 acquisitions) and Risk Management (4 acquisitions)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
48 acquisitions completed in 2018 with approximately $339.8 million of annualized revenues. MD&A attributes 2018 headcount growth primarily to acquisition-related additions and new production hires; no acquisition headcount figure disclosed.
2018-12-31divestiture_reductioncompletedBrokerage — travel insurance brokerage operationMD&A
f5-10k / GLM-5.3-flash-HTML
Subsequent event: sale of a travel insurance brokerage operation (originally acquired in 2014) completed on January 8, 2019; expected one-time net gain of $0.20–$0.23 per diluted share in Q1 2019. Headcount impact not disclosed.
2018-12-31restructuringcompleted3252018-12-31Not specifiedBrokerageMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Approximately 325 positions eliminated or restructured during 2018; severance-related costs rose $10.9 million versus 2017, but no standalone 2018 severance charge is disclosed.
2018-12-31restructuringcompleted752018-12-31Not specifiedRisk ManagementMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Approximately 75 positions eliminated or restructured during 2018; severance-related costs rose $3.4 million versus 2017, but no standalone 2018 severance charge is disclosed.
2018-12-31acquisition_additioncompleted2018-12-31United States and internationalPrimarily Brokerage; four acquisitions in Risk Managementbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
48 acquisitions completed in 2018 with annualized revenues of approximately $339.8 million; acquired headcount is not disclosed. 21 of the 48 acquired entities were excluded from the internal control assessment.
2018-12-31restructuringcompleted325BrokerageUSD 11 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Elimination or restructuring of approximately 325 positions during 2018.
2018-12-31restructuringcompleted75Risk ManagementUSD 3 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Elimination or restructuring of approximately 75 positions during 2018.
2018-12-31restructuringcompleted325BrokerageUSD 11 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Elimination or restructuring of approximately 325 positions during 2018.
2018-12-31restructuringcompleted75Risk ManagementUSD 3 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Elimination or restructuring of approximately 75 positions during 2018.
2018-09-30restructuringcompleted150BrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Approximately 150 positions eliminated or restructured during the three months ended 2018-09-30; severance-related costs rose $9.8M versus the prior-year quarter, but the charge attributable to this action is not separately disclosed.
2018-09-30restructuringcompleted50Risk ManagementMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Approximately 50 positions eliminated or restructured during the three months ended 2018-09-30; severance-related costs rose $2.2M versus the prior-year quarter, but the charge attributable to this action is not separately disclosed.
2018-09-30acquisition_additioncompletedBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
27 brokerage acquisitions closed in the nine months ended 2018-09-30 with estimated annualized revenues acquired of $233.6M; acquired headcount not disclosed.
2018-09-30acquisition_additioncompletedRisk Managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Two risk management acquisitions closed in the nine months ended 2018-09-30 with estimated annualized revenues acquired of $16.2M; acquired headcount not disclosed. Note 4 reports 29 total acquisitions in the period (27 brokerage + 2 risk management).
2018-09-30restructuringcompleted1502018-07-012018-09-30United StatesBrokerageUSD 10 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Elimination or restructuring of approximately 150 positions during the three-month period ended September 30, 2018. Associated severance cost of $9.8 million.
2018-09-30restructuringcompleted502018-07-012018-09-30United StatesRisk ManagementUSD 2 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Elimination or restructuring of approximately 50 positions during the three-month period ended September 30, 2018. Associated severance cost of $2.2 million.
2018-09-30acquisition_additioncompleted2018-01-012018-09-30GlobalBrokerage and Risk ManagementMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
27 acquisitions completed in the nine-month period ended September 30, 2018. Headcount added included in segment totals.
2018-09-30restructuringcompleted1502018-09-302018-09-30GlobalBrokerageUSD 10 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Elimination or restructuring of approximately 150 positions during the three-month period ended September 30, 2018.
2018-09-30restructuringcompleted502018-09-302018-09-30GlobalRisk ManagementUSD 2 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Elimination or restructuring of approximately 50 positions during the three-month period ended September 30, 2018.
2018-06-30restructuringin_progressBrokerageUSD 11 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Six-month 2018 pretax charge combining severance for employee terminations with lease termination costs; Q2 2018 portion was $3.5M. Number of employees affected is not disclosed.
2018-06-30restructuringin_progressRisk ManagementUSD 1 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Six-month 2018 pretax charge combining severance with lease termination costs; Q2 2018 portion was $1.1M. Number of employees affected is not disclosed.
2018-06-30acquisition_additioncompletedMultipleBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
18 brokerage acquisitions closed in the six-month period (12 in Q2), with estimated annualized revenues acquired of $171.9M year-to-date. Headcount added through these acquisitions is not disclosed.
2018-06-30acquisition_additioncompletedMultipleRisk Managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
One acquisition closed in the segment during the six-month period with estimated annualized revenues acquired of $3.2M. Headcount added is not disclosed.
2018-06-30acquisition_additioncompleted2018-06-262018-07-06United StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Definitive agreement signed June 26, 2018 for Chicago-based Reassurance Holdings (Coverdell & Co., Carefree Marketing); closed July 6, 2018, after quarter end. Consideration ~$97.7M cash plus $24.4M stock and up to ~$21.5M earnout. Headcount not disclosed.
2018-03-31acquisition_additioncompletedUnited States and internationalBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Six brokerage acquisitions closed in Q1 2018 with estimated annualized revenues of $26.7 million; headcount added not disclosed. Effective dates ranged from 2018-01-01 to 2018-03-31.
2018-03-31acquisition_additioncompletedUnited StatesRisk Managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
One risk management acquisition completed in Q1 2018 with estimated annualized revenues of $3.2 million; headcount added not disclosed.
2018-03-31otherin_progressUnited States and internationalBrokerageUSD 4 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Severance costs related to employee terminations; number of employees affected not disclosed. Part of a $7.6 million pretax workforce and lease termination adjustment, which also includes $3.7 million recorded in operating expense (lease termination and workforce charges).
2018-03-31otherin_progressUnited States and internationalRisk ManagementUSD 0 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Pretax adjustment of $0.2 million comprising workforce related charges and lease termination; employees affected not disclosed.
2018-03-31acquisition_additioncompleted2018-03-31GlobalBrokerage and Risk ManagementMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Headcount increased primarily due to employees associated with acquisitions completed in the twelve-month period ended March 31, 2018. Specific headcount added not disclosed.
2017-12-31acquisition_additioncompletedPrimarily Brokerage (36 of 39); 3 in Risk Managementbusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
39 acquisitions completed in 2017 with approximately $172.3 million of annualized acquired revenues. MD&A attributes the 2017 headcount increase primarily to employees added via acquisitions and new production hires, but no acquired-employee count is quantified.
2017-12-31restructuringcompletedBrokerageUSD 30 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Workforce and lease termination related charges recognized in 2017, comprising $21.4 million of workforce-related severance and redundant-workforce charges in compensation expense and $8.7 million in operating expense. Not presented as a discrete announced program; no affected-employee count disclosed.
2017-12-31restructuringcompletedRisk ManagementUSD 1 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Workforce and lease termination related charges of $0.9 million recognized in 2017 per non-GAAP adjustments; severance costs relate to employee terminations. No affected-employee count disclosed.
2017-12-31acquisition_additioncompleted2017-12-31United States and internationalBrokerage and Risk Managementbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
39 acquisitions completed in 2017 with annualized revenues of approximately $172.3 million; headcount added through these acquisitions is not disclosed. Segment workforce figures are labeled as including acquisitions.
2017-12-31restructuringcompleted2017-12-31GlobalBrokerageUSD 30 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Full-year 2017 pretax workforce and lease termination related charges of $30.1 million (severance and redundant-workforce costs plus lease terminations); employees affected not disclosed. Prior-year comparative excluded.
2017-12-31restructuringcompleted2017-12-31GlobalRisk ManagementUSD 1 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Full-year 2017 pretax workforce and lease termination related charges of $0.9 million; employees affected not disclosed.
2017-12-31restructuringcompletedUnited StatesCorporateUSD 13 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Home office lease termination and move costs. Includes after-tax one-time move and lease abandonment charges of $7.9 million and pre-tax costs of $13.2 million.
2017-12-31restructuringcompletedGlobalBrokerageUSD 30 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Workforce and lease termination related charges.
2017-12-31restructuringcompletedGlobalRisk ManagementUSD 1 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Workforce and lease termination related charges.
2017-12-31acquisition_additioncompletedGlobalBrokerage and Risk ManagementItem 7. MD&A
f5-10k / Qwen3.6-27B-Q8_0
Increase in employee headcount primarily relates to addition of employees associated with acquisitions completed in 2017 and new production hires.
2017-12-31restructuringcompletedGlobalBrokerageUSD 30 (millions)Item 7. MD&A
f5-10k / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges of $30.1 million pretax.
2017-12-31restructuringcompletedGlobalRisk ManagementUSD 1 (millions)Item 7. MD&A
f5-10k / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges of $0.9 million pretax.
2017-12-31restructuringcompletedUnited StatesCorporateUSD 13 (millions)Item 7. MD&A
f5-10k / Qwen3.6-27B-Q8_0
After-tax one-time move and after-tax lease abandonment charges were $7.9 million ($13.2 million pretax) related to relocation of corporate office headquarters.
2017-09-30acquisition_additioncompletedMultipleBrokerage and Risk Managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Thirty acquisitions completed in the nine-month period ended September 30, 2017 (27 brokerage, 3 risk management), with annualized revenues acquired of approximately $143.0 million; headcount added through these acquisitions was not disclosed.
2017-09-30acquisition_additionannounced2017-09-202017-10-04Canada (Sudbury, Ontario)BrokerageUSD 43 (millions)subsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Definitive agreement to acquire substantially all assets of DiBrina Group signed 2017-09-20 for approximately $42.8 million cash plus maximum earnout of about $24.0 million; closed 2017-10-04, after quarter end. Headcount not disclosed.
2017-06-30acquisition_additioncompletedMultiple (primarily U.S., U.K., Australia, Canada)Brokerage and Risk Managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Twenty-three acquisitions closed in the six-month period ended June 30, 2017 (21 in brokerage, 2 in risk management); annualized revenues acquired approx. $105.0 million. No employee counts associated with the acquisitions are disclosed.
2017-06-30acquisition_additioncompleted2017-06-30GlobalBrokerage and Risk ManagementMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Completed 23 acquisitions in the six-month period ended June 30, 2017. Specific headcount added not disclosed, but total workforce increased from prior year periods due to acquisitions.
2017-06-30restructuringcompleted2017-03-31United StatesCorporateUSD 4 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Relocated corporate office headquarters to a nearby suburb of Chicago. After-tax move-related charges of $4.2 million incurred in the first half of 2017. Employee count affected not disclosed.
2017-06-30acquisition_additioncompleted2017-06-30GlobalBrokerage and Risk Managementbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Completed 23 acquisitions in the six-month period ended June 30, 2017. Specific headcount added not disclosed, but workforce totals increased due to these acquisitions.
2017-06-30restructuringcompleted2017-06-30GlobalBrokerageUSD 5 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges of $5.4 million recognized in Q2 2017. Specific employee count not disclosed.
2017-06-30restructuringcompleted2017-06-30GlobalRisk ManagementUSD 0 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges of $0.3 million recognized in Q2 2017. Specific employee count not disclosed.
2017-06-30restructuringcompleted2017-06-30United StatesCorporateUSD 2 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Home office lease termination/move charges of $1.8 million recognized in Q2 2017. Specific employee count not disclosed.
2017-03-31acquisition_additioncompletedBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Twelve acquisitions closed in Q1 2017 (three effective 2017-01-01, nine others during the quarter); headcount added not disclosed. Aggregate annualized revenues acquired of $62.5 million; total recorded purchase price $196.8 million.
2017-03-31restructuringin_progressBrokerageUSD 4 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Pretax Q1 2017 charge combining severance for employee terminations and redundant workforce with lease termination costs; number of employees affected not disclosed. MD&A separately cites severance-related costs of $2.2 million within the compensation expense increase.
2017-03-31restructuringin_progressRisk ManagementUSD 0 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Pretax Q1 2017 charge combining workforce-related (severance) and lease termination costs; number of employees affected not disclosed.
2017-03-31otherin_progress2017-09-30United States (Rolling Meadows, Illinois area)CorporateUSD 4 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Corporate headquarters relocated during Q1 2017; $4.0 million pretax lease abandonment/move charge ($2.4 million after tax recognized in Q1), with approximately $4.0 million and $1.5 million after-tax lease abandonment charges expected in Q2 and Q3 2017. Employees affected not disclosed.
2017-03-31acquisition_additioncompleted2017-01-01GlobalBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Twelve acquisitions completed in Q1 2017. Headcount not explicitly disclosed for these specific transactions, but total brokerage workforce increased by 1,280 from prior year period end.
2017-03-31restructuringcompletedUnited KingdomBrokerageUSD 2 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Integration costs for Giles and Oval acquisitions, primarily related to consolidation of offices, technology costs, branding and incentive compensation.
2017-03-31restructuringcompletedUnited StatesCorporateUSD 2 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Home office lease termination and move expenses related to new headquarters facility.
2017-03-31acquisition_additioncompleted2017-03-31GlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
12 acquisitions closed in Q1 2017. Headcount added not explicitly quantified, but workforce increased from 17,836 (Mar 2016) to 19,116 (Mar 2017), partly due to direct employment of ~2,700 India-based associates previously third-party.
2017-03-31restructuringcompleted2017-03-31GlobalBrokerageUSD 4 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges of $3.9 million recognized in Q1 2017. Employee count affected not disclosed.
2017-03-31restructuringcompleted2017-03-31GlobalRisk ManagementUSD 0 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges of $0.2 million recognized in Q1 2017. Employee count affected not disclosed.
2017-03-31restructuringcompleted2017-03-31United StatesCorporateUSD 2 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Move-related after-tax charges of $2.4 million for relocation of corporate office headquarters. Employee count affected not disclosed.
2016-12-31othercompleted2,7002016-09-01IndiaBrokerage and Risk ManagementMD&A
f5-10k / GLM-5.3-flash-HTML
Transaction consummated in Q3 2016 converting India-based associates from a third-party cost-pass-through arrangement to direct Gallagher employment, adding approximately 2,700 to global workforce counts. Of the year-end 2016 headcount, approximately 2,200 sat in the brokerage segment and approximately 300 in risk management. Prior-year workforce figures were restated to conform to the current presentation.
2016-12-31restructuringcompletedBrokerageUSD 21 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Aggregate 2016 pretax charges comprising severance costs related to employee terminations and other costs of redundant workforce ($17.5M within compensation expense) plus combined workforce and lease termination costs ($3.2M within operating expense). Presented as a recurring non-GAAP adjustment category (also recognized in prior years) rather than a discrete announced program; affected employee count and program dates are not disclosed.
2016-12-31restructuringcompletedRisk ManagementUSD 2 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Aggregate 2016 pretax workforce and lease termination related charges ($1.9M within compensation expense, $0.3M within operating expense). Presented as a non-GAAP adjustment category rather than a discrete announced program; affected employee count and program dates are not disclosed.
2016-12-31acquisition_additioncompletedBrokerage (predominantly)MD&A
f5-10k / GLM-5.3-flash-HTML
37 acquisitions were completed in 2016, almost exclusively within the brokerage segment. The filing states the 2016 increase in employee headcount primarily relates to employees added through 2016 acquisitions and new production hires; the specific headcount added via acquisitions is not quantified.
2016-12-31othercompleted2,7002016-09-012016-09-01IndiaBrokerage and Risk Management (shared services)Item_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Transaction consummated in Q3 2016 moved approximately 2,700 India-based associates from third-party cost-pass-through provision to direct employment; prior-year workforce counts were restated for comparability.
2016-12-31restructuringcompletedGlobalBrokerageUSD 21 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Full-year 2016 pretax charge bundling workforce-related severance and lease termination costs; workforce-related compensation portion was $17.5 million and workforce/lease portion of operating expense was $3.2 million. Employees affected not disclosed.
2016-12-31restructuringcompletedGlobalRisk ManagementUSD 2 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Full-year 2016 pretax charge bundling workforce-related severance ($1.9 million compensation) and lease termination costs ($0.3 million operating). Employees affected not disclosed.
2016-12-31acquisition_additioncompletedUnited States and internationalBrokeragebusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
37 acquisitions closed in 2016 with estimated annualized revenues of $137.9 million; acquired headcount not disclosed. An additional 5 acquisitions (~$32.2 million annualized revenues) closed through January 26, 2017 with no shares issued.
2016-12-31acquisition_additioncompleted2,7002016-09-012016-09-01IndiaCorporate / Shared ServicesItem_1_Business
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Direct employment of associates previously provided by third-party on cost-pass-through basis.
2016-12-31acquisition_additioncompleted2016-01-012016-12-31GlobalBrokerageItem_1_Business
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
37 acquisitions completed in 2016. Specific headcount not disclosed, but workforce increased due to acquisitions.
2016-12-31acquisition_additioncompleted2,7002016-09-012016-09-01IndiaCorporate / Shared ServicesItem 1_Business
f5-10k / Qwen3.6-27B-Q8_0
Consummated transaction to directly employ India-based associates previously provided by a third party on a cost-pass-through basis.
2016-12-31acquisition_additioncompleted2016-12-312016-12-31GlobalBrokerageItem 1_Business
f5-10k / Qwen3.6-27B-Q8_0
Completed 37 acquisitions in 2016. Headcount added via acquisitions is included in segment workforce counts but not explicitly quantified as a separate delta in the text.
2016-09-30acquisition_additioncompleted2,7002016-09-01IndiaBrokerage and Risk Management (shared services)USD 5 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Purchased assets and an assembled workforce from an India-based outsourced service provider for about $4.6 million cash; previously the workforce was provided by a third party on a cost-pass-through basis. Roughly 2,200 of these associates are reflected in the brokerage segment count and about 300 in risk management at quarter-end.
2016-09-30acquisition_additioncompletedMultiple (primarily U.S., U.K., Australia, Canada)BrokerageUSD 264 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Twenty-eight tuck-in acquisitions closed during the nine months ended September 30, 2016 with aggregate recorded purchase price of $264.1 million; headcount acquired through these transactions is not disclosed.
2016-09-30acquisition_additioncompleted2,7002016-09-012016-09-01IndiaCorporate / Shared ServicesUSD 5 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of certain assets and assembled workforce from India-based outsourced service provider. Company now directly employs these associates.
2016-09-30acquisition_additioncompleted2,7002016-09-012016-09-01IndiaCorporate / Shared ServicesUSD 5 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired assets and assembled workforce from India-based outsourced service provider; transitioned from third-party cost-pass-through to direct employment.
2016-06-30acquisition_additioncompletedMultiple (primarily U.S., U.K., Australia)Brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Twenty-one brokerage acquisitions closed in the six-month period (thirteen in Q2 2016) with estimated annualized revenues of $70.4 million; headcount added through these acquisitions is not disclosed. Segment workforce figures are labeled as including acquisitions.
2016-06-30restructuringin_progressBrokerageUSD 10 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Six-month 2016 charge for severance and redundant-workforce costs; Q2 2016 portion was $4.3 million. Number of employees affected is not disclosed.
2016-06-30restructuringin_progressRisk ManagementUSD 1 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Six-month 2016 charge for workforce-related (severance) costs; Q2 2016 portion was $0.3 million. Number of employees affected is not disclosed.
2016-06-30acquisition_additioncompleted2016-02-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Bomford, Couch & Wilson, Inc. and White & Company Insurance, Inc. Headcount not explicitly disclosed.
2016-06-30acquisition_additioncompleted2016-03-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Joseph Distel & Company, Inc. and Vincent L. Braband Insurance, Inc. Headcount not explicitly disclosed.
2016-06-30acquisition_additioncompleted2016-03-31United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Kane's Insurance Management Operations (KIM). Headcount not explicitly disclosed.
2016-06-30acquisition_additioncompleted2016-04-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Capitol Benefits Group, Inc., Charles Allen Agency, Inc., Hagan Newkirk Financial Services, Inc., Insurance Plans Agency, Inc., and KDC Associates, LLC. Headcount not explicitly disclosed.
2016-06-30acquisition_additioncompleted2016-05-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Hogan Insurance Services, Inc., McNeary, Inc., and Ashmore & Associates Insurance Agency, LLC. Headcount not explicitly disclosed.
2016-06-30acquisition_additioncompleted2016-06-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of KRW Insurance Agency, Inc. and Buchholz Planning Corporation. Headcount not explicitly disclosed.
2016-06-30acquisition_additioncompleted2016-06-30VariousBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Six other acquisitions completed in 2016. Headcount not explicitly disclosed.
2016-03-31acquisition_additioncompletedUnited States and international (brokerage segment)BrokerageUSD 65 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Eight brokerage acquisitions closed in Q1 2016 (BCW, WCI, JDC, VBI, KIM and three others) with $30.0M annualized revenues and $65.3M total purchase price; no headcount added disclosed.
2016-03-31acquisition_additioncompleted2016-03-31GlobalBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Eight acquisitions completed in Q1 2016 with annualized revenues of $30.0 million. Specific headcount added not disclosed.
2015-12-31restructuringcompletedBrokerageUSD 23 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Charges recognized during fiscal 2015: $20.0 million workforce termination charges in compensation expense (increase drivers include $12.8 million of severance-related costs) and $3.0 million lease termination charges in operating expense. Completion timing not explicitly stated; number of employees affected not disclosed.
2015-12-31restructuringcompletedRisk ManagementUSD 3 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Charges recognized during fiscal 2015: $2.2 million workforce termination charges in compensation expense (increase drivers include $1.4 million of severance-related costs) and $0.7 million lease termination charges in operating expense. Completion timing not explicitly stated; number of employees affected not disclosed.
2015-12-31acquisition_additioncompletedBrokerage and Risk ManagementMD&A
f5-10k / GLM-5.3-flash-HTML
44 acquisitions completed in 2015 with annualized revenues of approximately $230.8 million. Filing attributes the 2015 headcount increase primarily to employees added through 2015 acquisitions and new production hires; number of employees added is not quantified.
2015-12-31acquisition_additioncompletedUnited States; Australia; Canada; United Kingdom; other internationalBrokeragebusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
44 acquisitions completed in 2015 with annualized revenues of $230.8 million; headcount added not disclosed. Segment workforce tables note workforce at year end includes acquisitions.
2015-12-31restructuringcompletedUnited States; United Kingdom; Australia; Canada; New ZealandBrokerageUSD 23 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
FY2015 charge of $23.0 million, of which $20.0 million sat in compensation expense and $3.0 million in operating expense; employees affected not disclosed
2015-12-31restructuringcompletedUnited States; Australia; Canada; New Zealand; United KingdomRisk ManagementUSD 3 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
FY2015 charge of $2.9 million, of which $2.2 million sat in compensation expense and $0.7 million in operating expense; employees affected not disclosed
2015-12-31othercompleted52015-01-012015-02-28United KingdomInternational Brokerage Division senior management (including CEO and CFO)Item_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Five senior employees of the U.K. brokerage operation resigned in January-February 2015 to join a competitor; litigation settled August 2015 for approximately GBP 20.0 million ($31.0 million) received by the company
2015-12-31acquisition_additioncompletedGlobalBrokerageItem_1_Business
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Completed 44 acquisitions in 2015 with annualized revenues of $230.8 million. Specific headcount added not disclosed, but total workforce increased from 20,240 to 21,537.
2015-12-31restructuringcompletedGlobalBrokerage and Risk ManagementUSD 128 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Workforce and lease termination charges of $123.9 million ($100.9M Brokerage + $23.0M Brokerage integration/termination; $2.9M Risk Management). Includes costs related to redundant workforce, extra lease space, and duplicate services from acquisitions (Noraxis, Crombie/OAMPS, Giles, Oval, Bollinger). Specific employee counts not disclosed.
2015-12-31restructuringcompletedGlobalBrokerageUSD 101 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Acquisition integration costs including redundant workforce, extra lease space, and duplicate services.
2015-12-31restructuringcompletedGlobalBrokerageUSD 23 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges.
2015-12-31restructuringcompletedGlobalRisk ManagementUSD 3 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges.
2015-12-31acquisition_additioncompletedGlobalBrokerageMD&A
f5-10k / Qwen3.6-27B-Q8_0
Headcount increase primarily relates to addition of employees associated with acquisitions completed in 2015.
2015-09-30acquisition_additioncompletedMultiple (U.S., U.K., Canada, Australia, Chile, others)Brokerage and Risk Managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Twenty-nine acquisitions completed in the nine-month period (27 brokerage, 2 risk management), including WGA ($151.5M purchase price, closed 2015-07-31). Total recorded purchase price $494.0M. No headcount added by these acquisitions is disclosed.
2015-09-30othercompleted52015-02United KingdomBrokerage — international operations (including CEO and CFO)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Five senior employees of the U.K. brokerage operation resigned in January–February 2015 to join a competitor; litigation filed April 2015 and settled 2015-08-26 for ~£20.0M ($31.0M) payments to the company.
2015-09-30restructuringin_progressMultiple (includes U.K.)BrokerageUSD 18 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Nine-month 2015 charge of $17.9M ($3.4M in Q3) covering both workforce and lease termination items; number of employees affected is not disclosed. Related severance-related compensation costs of $10.1M (YTD) and $0.2M (Q3) are reported within compensation expense.
2015-09-30restructuringin_progressMultipleRisk ManagementUSD 2 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Nine-month 2015 charge of $1.9M ($1.4M in Q3) for workforce and lease termination items; employees affected not disclosed.
2015-09-30otherin_progress2015-06-302017-06-30International (U.K. and other non-U.S. operations)Brokerage — international operationsUSD 5 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Compensation-based retention agreements entered into during second quarter 2015 with key international employees; estimated after-tax charges of ~$4.5M per quarter through 2017-06-30. Number of covered employees not disclosed; announcement date shown as end of the quarter in which agreements were entered.
2015-09-30otherannounced2015-08-312017-03-31United States (Itasca to Rolling Meadows, Illinois)CorporateUSD 135 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Relocation of headquarters announced August 2015, move expected in first quarter 2017; redevelopment and relocation costs estimated at $135M, offset by $60–80M of tax incentives. No headcount impact disclosed; announcement date recorded as month-level (2015-08).
2015-09-30acquisition_additioncompleted2015-06-152015-07-31United StatesBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of William Gallagher Associates Insurance Brokers, Inc. (WGA). WGA has approximately 200 employees.
2015-09-30acquisition_additioncompletedGlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Five acquisitions completed in Q3 2015 with annualized revenues totaling $61.0 million. Specific headcount not disclosed for these five transactions.
2015-09-30acquisition_additioncompletedGlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Twenty-seven acquisitions completed in the nine-month period ended September 30, 2015. Annualized revenues totaled $176.9 million. Specific headcount not disclosed.
2015-09-30othercompleted52015-01-012015-02-28United KingdomBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Five senior employees, including CEO and CFO, resigned from U.K.-based international brokerage operation.
2015-06-30acquisition_additioncompleted2015-06-30MultipleBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Eleven brokerage acquisitions closed in Q2 2015 with annualized revenues of $82.3 million; no headcount added is disclosed.
2015-06-30acquisition_additioncompleted2015-06-30MultipleRisk ManagementMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Two risk management acquisitions closed in Q2 2015 with annualized revenues of $7.6 million; no headcount added is disclosed.
2015-06-30acquisition_additionin_progress6502014-07-02United StatesBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Integration costs in Q2 2015 primarily related to onboarding of over 650 employees; count is approximate as disclosed ('over 650').
2015-06-30acquisition_additionin_progress1,7002014-06-16Australia; New ZealandBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Integration costs in Q2 2015 primarily related to onboarding of over 1,700 employees; count is approximate as disclosed ('over 1,700').
2015-06-30acquisition_additionin_progress2,0002013-11-14United KingdomBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Integration costs in Q2 2015 primarily related to onboarding of over 2,000 employees across Giles and Oval; count is approximate as disclosed ('over 2,000').
2015-06-30otherin_progress2015-04-01InternationalBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Retention agreements entered into during Q2 2015 with key employees of international brokerage operations; estimated to add approximately $3.0 to $4.0 million per quarter to compensation expense; number of employees not disclosed.
2015-06-30acquisition_additioncompleted2015-06-30GlobalBrokerage and Risk ManagementMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Brokerage segment completed 11 acquisitions; Risk Management segment completed 2 acquisitions in Q2 2015. Specific headcount additions not disclosed.
2015-06-30acquisition_additioncompleted2015-06-30GlobalBrokerage and Risk ManagementMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
24 acquisitions completed in the six-month period ended June 30, 2015. Specific headcount additions not disclosed.
2015-06-30othercompleted52015-02-01United KingdomInternational BrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Five senior employees, including CEO and CFO, resigned in Jan/Feb 2015 to join a competitor.
2015-06-30acquisition_additioncompleted2015-06-30GlobalBrokerage and Risk Managementbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Completed 24 acquisitions in the six-month period ended June 30, 2015. Specific headcount added not disclosed, but integration costs reference onboarding of employees for specific acquisitions (e.g., Noraxis: 650+, Crombie/OAMPS: 1,700+, Giles/Oval: 2,000+).
2015-06-30acquisition_additionannounced2002015-06-152015-07-31United StatesBrokerageUSD 150 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Signed definitive agreement to acquire William Gallagher Associates Insurance Brokers, Inc. (WGA). WGA has approximately 200 employees. Closed July 31, 2015.
2015-03-31acquisition_additioncompletedMultiple (U.S., U.K., Canada, Australia and others)Brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Eleven brokerage acquisitions closed during the quarter (effective dates January 1 to February 6, 2015) with annualized revenues of $33.6 million; headcount added through these acquisitions is not disclosed. Total recorded purchase price was $88.9 million.
2015-03-31othercompleted5United KingdomBrokerage — international/U.K. operationsother
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Five senior employees of the U.K.-based international brokerage operations, including the CEO, CFO and CRO, resigned during the quarter; a new CEO was appointed shortly thereafter. Exact resignation dates not disclosed. Separately, the FCA announced a review of the U.K. operation's governance and control framework.
2015-03-31restructuringin_progressPrimarily United Kingdom and United StatesBrokerageUSD 9 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Filer reports $8.5 million of 'workforce related charges' in brokerage compensation for the quarter (vs. $1.5 million prior-year quarter), including $4.6 million of severance-related costs; no employee count, program label, or completion timing is disclosed.
2015-03-31acquisition_additioncompleted2015-03-31GlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Eleven acquisitions completed in Q1 2015 with annualized revenues of $33.6 million. Specific headcount added not disclosed, though integration costs mention onboarding of employees for prior acquisitions (Noraxis, Crombie/OAMPS, Giles, Oval, Bollinger).
2015-03-31othercompleted52015-03-31United KingdomBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Five senior employees of U.K.-based international brokerage operations, including CEO, CFO, and CRO, resigned during the quarter.
2015-03-31acquisition_additioncompleted2015-03-31GlobalBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
11 acquisitions completed in Q1 2015. Specific headcount not disclosed, but integration costs reference onboarding of employees for prior acquisitions (Noraxis, Crombie/OAMPS, Giles, Oval).
2015-03-31restructuringcompleted2015-03-31GlobalBrokerageUSD 9 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Workforce and lease termination related charges of $8.5 million recognized in Q1 2015. Includes severance related costs of $4.6 million.
2015-03-31restructuringcompleted2015-03-31United KingdomBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
Five senior employees of U.K.-based international brokerage operations, including CEO, CFO, and CRO, resigned during the quarter.
2014-12-31acquisition_additioncompleted1,0002014-04-01United KingdomBrokerageUSD 350 (millions)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Headcount stated as over 1,000 employees across 24 U.K. offices. Value is the total recorded purchase price per Note 3 ($338.4M cash paid plus $11.8M escrow).
2014-12-31acquisition_additioncompleted1,7002014-06-16Australia, New Zealand, United KingdomBrokerageUSD 993 (millions)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Headcount stated as approximately 1,700 across more than 50 offices; includes the associated premium funding operations. Note 3 records $993.1M cash paid; MD&A cites a ~$952.0M agreement price plus a $35.3M true-up paid October 14, 2014.
2014-12-31acquisition_additioncompleted6502014-07-02CanadaBrokerageUSD 415 (millions)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Headcount stated as more than 650 employees across five Canadian provinces. Approximately 89% of equity acquired; total recorded purchase price $415.2M per Note 3.
2014-12-31acquisition_additioncompletedBrokeragebusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Gallagher completed 60 acquisitions in 2014 (annualized revenues ~$761.2 million), within the brokerage segment. Headcount was disclosed only for Oval, Crombie/OAMPS and Noraxis, which are captured as separate records; no aggregate headcount is disclosed for the remaining deals. Aggregate purchase price is intentionally not recorded here to avoid double counting.
2014-12-31restructuringcompletedBrokerageUSD 7 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Workforce-related component of $8.0 million of 2014 workforce and lease termination charges ($7.4M recognized in compensation expense; remaining $0.6M was lease termination in operating expense). No headcount, announced program, or completion timeline disclosed.
2014-12-31restructuringcompletedRisk ManagementUSD 1 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Workforce-related component of $0.8 million of 2014 workforce and lease termination charges ($0.6M in compensation expense; $0.2M lease termination in operating expense). No headcount, announced program, or completion timeline disclosed.
2014-12-31acquisition_additioncompleted1,0002014-04-012014-04-01United KingdomBrokeragebusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Filer states Oval had over 1,000 employees across 24 U.K. offices; net cash consideration approximately $338.0 million.
2014-12-31acquisition_additioncompleted1,7002014-06-162014-06-16Australia, New Zealand, United KingdomBrokeragebusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Approximately 1,700 employees in more than 50 offices; net cash consideration approximately $952.0 million plus a $35.3 million true-up. Integration costs of $16.5 million in 2014 related to onboarding these employees.
2014-12-31acquisition_additioncompleted6502014-07-022014-07-02CanadaBrokeragebusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Filer states more than 650 employees; cash consideration of approximately $415.0 million for approximately 89% of equity. Integration costs of $2.8 million in 2014 related to onboarding.
2014-12-31acquisition_additioncompleted2014-12-312014-12-31United States and internationalBrokerageMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
60 acquisitions completed in 2014 with annualized revenues of $761.2 million; headcount added through the 57 remaining (non-large) acquisitions is not disclosed. Three large 2014 acquisitions are captured separately above.
2014-12-31acquisition_additioncompletedUnited KingdomBrokerageItem 7. MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Oval Group of Companies; over 1,000 employees.
2014-12-31acquisition_additioncompletedAustralia, New Zealand, United KingdomBrokerageItem 7. MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Crombie/OAMPS operations; approximately 1,700 employees.
2014-12-31acquisition_additioncompletedCanadaBrokerageItem 7. MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Noraxis Capital Corporation; more than 650 employees.
2014-12-31acquisition_additioncompleted1,7002014-06-162014-06-16Australia, New Zealand, United KingdomBrokerageItem 7. MD&A - Overview and 2014 Financial Highlights
f5-10k / Qwen3.6-27B-Q8_0
Acquired Crombie/OAMPS operations including OAMPS businesses in Australia and UK, and Crombie in New Zealand.
2014-12-31acquisition_additioncompleted6502014-07-022014-07-02CanadaBrokerageItem 7. MD&A - Overview and 2014 Financial Highlights
f5-10k / Qwen3.6-27B-Q8_0
Acquired Noraxis Capital Corporation with offices across Alberta, Manitoba, New Brunswick, Nova Scotia and Ontario.
2014-12-31acquisition_additioncompleted2,0002014-04-012014-04-01United KingdomBrokerageItem 7. MD&A - Brokerage Segment
f5-10k / Qwen3.6-27B-Q8_0
Integration costs related to onboarding of over 2,000 employees.
2014-12-31acquisition_additioncompleted5002013-08-122014-12-31United StatesBrokerageItem 7. MD&A - Brokerage Segment
f5-10k / Qwen3.6-27B-Q8_0
Integration costs related to onboarding of over 500 employees. Full integration completed in Q4 2014.
2014-09-30acquisition_additioncompleted1,0002014-04-012014-04-01United KingdomBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Oval Group of Companies acquired for approximately $338.0 million net cash; filing states Oval had over 1,000 employees across 24 U.K. offices.
2014-09-30acquisition_additioncompleted1,7002014-06-162014-06-16Australia, New Zealand, United KingdomBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Wesfarmers brokerage operations (OAMPS, Crombie) acquired for approximately $952.0 million net cash plus adjustments; approximately 1,700 employees in more than 50 offices. A $35.3 million net-current-asset true-up was paid 2014-10-14 and not recorded at quarter end.
2014-09-30acquisition_additioncompleted6502014-07-022014-07-02CanadaBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Noraxis Capital Corporation acquired (approximately 89% of equity) for about $420.0 million cash; filing states more than 650 employees. Company completed 45 acquisitions in the nine-month period with about $693.6 million of annualized revenues; aggregate acquisition headcount not disclosed.
2014-09-30acquisition_additioncompleted1,0002014-04-012014-04-01United KingdomBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Oval Group of Companies (Oval). Over 1,000 employees.
2014-09-30acquisition_additioncompleted1,7002014-06-162014-06-16Australia, New Zealand, United KingdomBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Crombie/OAMPS operations. Approximately 1,700 employees.
2014-09-30acquisition_additioncompleted6502014-07-022014-07-02CanadaBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Noraxis Capital Corporation. More than 650 employees.
2014-09-30voluntary_separationannounced2,2002014-09-122014-11-12United StatesCorporate / Pension Plan ParticipantsMD&A
f5-10q / Qwen3.6-27B-Q8_0
Pension de-risking strategy offering lump sum or accelerated reduced annuity to ~2,200 terminated, vested participants. Expected aggregate payout $20M-$35M.
2014-06-30acquisition_additioncompleted1,0002014-04-012014-04-01United KingdomBrokerageUSD 350 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Filer states Oval had over 1,000 employees across 24 U.K. offices; recorded purchase price of $350.2 million. Count captured as the disclosed lower bound.
2014-06-30acquisition_additioncompleted1,7002014-06-162014-06-16Australia, New Zealand, United KingdomBrokerageUSD 952 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Wesfarmers Insurance Brokerage operations (OAMPS Australia/U.K., Crombie New Zealand, premium funding) with approximately 1,700 employees in more than 50 offices; recorded purchase price of $951.5 million.
2014-06-30acquisition_additioncompleted6502014-07-022014-07-02CanadaBrokerageUSD 420 (millions)subsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Subsequent-event acquisition closed after quarter end (July 2, 2014); cash consideration of approximately $420.0 million for approximately 89% of Noraxis equity. Filer states more than 650 employees; count captured as the disclosed lower bound.
2014-06-30acquisition_additioncompleted1,0002014-04-01United KingdomBrokerageUSD 338 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Oval Group of Companies. Net cash consideration approx $338.0 million.
2014-06-30acquisition_additioncompleted1,7002014-06-16Australia, New Zealand, United KingdomBrokerageUSD 952 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Crombie/OAMPS operations. Net cash consideration approx $952.0 million.
2014-06-30acquisition_additioncompleted6502014-07-02CanadaBrokerageUSD 420 (millions)subsequent_events
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Noraxis Capital Corporation. Cash consideration approx $420.0 million for 89% equity.
2014-06-30acquisition_additioncompleted1,0002014-04-01United KingdomBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of Oval Group of Companies.
2014-06-30acquisition_additioncompleted1,7002014-06-16Australia, New Zealand, United KingdomBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of Crombie/OAMPS operations.
2014-06-30acquisition_additioncompleted6502014-07-02CanadaBrokeragesubsequent_events
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of Noraxis Capital Corporation. Disclosed as subsequent event.
2014-03-31restructuringin_progressBrokerageUSD 2 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Q1 2014 charges of $2.2M comprising $1.7M severance-related compensation and $0.5M lease termination costs; no employee count or timing disclosed.
2014-03-31restructuringin_progressRisk ManagementUSD 0 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Workforce related charges within compensation expense for Q1 2014; no employee count or timing disclosed.
2014-03-31acquisition_additioncompletedBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Nine brokerage acquisitions completed during Q1 2014 (five named plus four others) with aggregate annualized revenues of approximately $17.8M; headcount added not disclosed.
2014-03-31acquisition_additionin_progress500BrokerageUSD 2 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Filer states onboarding of over 500 employees during Q1 2014 as part of Bollinger (acquired 2013-08-12) integration; count is a lower bound. Employees entered headcount at the 2013 acquisition date, not in Q1 2014; $2.3M is the quarterly integration cost, not a severance charge.
2014-03-31acquisition_additionin_progress1,100United KingdomBrokerageUSD 4 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Filer states onboarding of over 1,100 employees during Q1 2014 as part of Giles Group (acquired 2013-11-14) integration; count is a lower bound. Employees entered headcount at the 2013 acquisition date, not in Q1 2014; $4.2M is the quarterly integration cost, not a severance charge.
2014-03-31acquisition_additioncompleted1,0002014-04-012014-04-01United KingdomBrokeragesubsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Oval Group of Companies signed and closed after quarter end for net cash consideration of approximately $331.0M; filer states over 1,000 employees across 24 U.K. offices and expected annual revenues over $135.0M. Count is a lower bound.
2014-03-31acquisition_additionannounced1,7002014-04-062014-09-30Australia, New Zealand, United KingdomBrokeragesubsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Wesfarmers Insurance Brokerage share sale agreement (OAMPS, Crombie Lockwood, premium funding) signed 2014-04-06 for approximately $933.0M net cash; filer states approximately 1,700 employees in more than 50 offices. Closing expected in Q2 or Q3 2014, subject to Australian, New Zealand and U.K. regulatory approvals; completion date shown is the end of the disclosed range.
2014-03-31acquisition_additioncompleted2014-03-31United StatesBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Nine acquisitions completed in Q1 2014 with annualized revenues of $17.8 million. Specific headcount not disclosed for these nine, but total brokerage workforce increased by 2,177 from prior year.
2014-03-31acquisition_additioncompleted1,1002013-11-14United KingdomBrokerageUSD 4 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Giles Group acquisition. Integration costs of $4.2 million in Q1 2014 related to onboarding over 1,100 employees.
2014-03-31acquisition_additioncompleted5002013-08-12United StatesBrokerageUSD 2 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Bollinger acquisition. Integration costs of $2.3 million in Q1 2014 related to onboarding over 500 employees.
2014-03-31othercompleted2014-03-31United StatesBrokerageUSD 2 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Workforce and lease termination related charges of $2.2 million in Brokerage segment.
2014-03-31othercompleted2014-03-31United StatesRisk ManagementUSD 0 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Workforce and lease termination related charges of $0.2 million in Risk Management segment.
2014-03-31acquisition_additionannounced1,0002014-04-01United KingdomBrokeragesubsequent_events
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Oval Group of Companies closed April 1, 2014. Oval has over 1,000 employees.
2014-03-31acquisition_additionannounced1,7002014-04-062014-09-30Australia, New Zealand, United KingdomBrokeragesubsequent_events
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Agreement signed April 6, 2014 to acquire Wesfarmers Insurance Brokerage operations. Expected to close in Q2 or Q3 2014. Operations have approximately 1,700 employees.
2014-03-31acquisition_additioncompleted1,1002013-11-14United KingdomBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of Giles Group of Companies (Giles). Integration costs of $4.2 million recognized in Q1 2014 related to onboarding of over 1,100 employees.
2014-03-31acquisition_additioncompleted5002013-08-12United StatesBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of Bollinger, Inc. Integration costs of $2.3 million recognized in Q1 2014 related to onboarding of over 500 employees.
2014-03-31acquisition_additionannounced1,0002014-04-01United KingdomBrokeragesubsequent_events
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of Oval Group of Companies. Closed April 1, 2014. Over 1,000 employees.
2014-03-31acquisition_additionannounced1,7002014-04-062014-09-30Australia, New Zealand, United KingdomBrokeragesubsequent_events
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of Wesfarmers Insurance Brokerage operations. Signed April 6, 2014. Approximately 1,700 employees. Expected to close Q2 or Q3 2014.
2013-12-31restructuringcompletedMostly international operationsBrokerage — management ranks and related support staffUSD 7 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Fourth-quarter 2013 actions to contract management ranks and support staff following acquisition-driven centralization efforts; expected annual workforce cost savings of $9.0 million. Full-year 2013 workforce and lease termination charges in the brokerage segment totaled $7.8 million. No employee count disclosed; timing given only as the fourth quarter of 2013.
2013-12-31restructuringcompletedMostly international operationsRisk Management — management ranks and related support staffUSD 2 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Fourth-quarter 2013 actions to contract management ranks and related support staff as part of the same centralization program; expected annual workforce cost savings of $2.3 million. Full-year 2013 workforce and lease termination charges in the risk management segment totaled $1.7 million. No employee count disclosed.
2013-12-31acquisition_additioncompleted5002013-08-01BrokerageUSD 6 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Filing states 'over 500 employees' were onboarded through the Bollinger acquisition; effective acquisition date of August 1, 2013 per Note 3. 2013 integration costs of $5.7 million were primarily technology costs, employee onboarding and incentive compensation.
2013-12-31acquisition_additioncompleted1,1002013-11-14United KingdomBrokerageUSD 3 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Filing states 'over 1,100 employees' were onboarded through the Giles Group acquisition, which is headquartered in London, England; effective acquisition date of November 14, 2013 per Note 3. 2013 integration costs of $2.7 million were primarily technology costs, employee onboarding and incentive compensation.
2013-12-31restructuringcompletedPrimarily international operationsBrokerageUSD 7 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Q4 2013 action to contract management ranks and support staff after acquisitions and centralization; pretax charge of $6.6M expected to generate $9.0M annual workforce cost savings; headcount affected not disclosed
2013-12-31restructuringcompletedPrimarily international operationsRisk ManagementUSD 2 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Same Q4 2013 program as the brokerage action, presented separately by segment; expected $2.3M annual workforce cost savings; headcount affected not disclosed
2013-12-31acquisition_additioncompleted1,1002013-11-14United KingdomBrokeragebusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Giles acquired November 14, 2013 with over 1,100 employees in 43 offices; count is approximate as disclosed ('over 1,100'); one of 31 acquisitions completed in 2013
2013-12-31acquisition_additioncompleted5002013-08-01United StatesBrokerageMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Bollinger acquired August 1, 2013; integration costs referenced onboarding of over 500 employees; count is approximate as disclosed ('over 500')
2013-12-31restructuringcompleted2013-10-012013-12-31InternationalBrokerageUSD 7 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Actions taken in Q4 2013 to contract management ranks and support staff, mostly in international operations. Pretax charges of $6.6 million. Expected annual workforce cost savings of $9.0 million.
2013-12-31restructuringcompleted2013-10-012013-12-31InternationalRisk ManagementUSD 2 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Actions taken in Q4 2013 to contract management ranks and support staff, mostly in international operations. Pretax charges of $1.5 million. Expected annual workforce cost savings of $2.3 million.
2013-12-31restructuringcompleted2013-10-01InternationalBrokerageUSD 7 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Actions to contract management ranks and related support staff in Q4 2013. Pretax charges of $6.6 million in brokerage segment.
2013-12-31restructuringcompleted2013-10-01InternationalRisk ManagementUSD 2 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Actions to contract management ranks and related support staff in Q4 2013. Pretax charges of $1.5 million in risk management segment.
2013-09-30acquisition_additioncompleted5002013-08-01United States (New Jersey, New York, Pennsylvania, Connecticut)Brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
MD&A describes Bollinger as the 21st largest U.S. insurance broker with over 500 employees in eight offices, and states the acquisition was completed August 12, 2013. Total recorded purchase price was $317.1 million; no severance or restructuring charge disclosed.
2013-09-30acquisition_additionannounced1,1002013-09-042013-11-30United Kingdom (England, Scotland, Wales, Northern Ireland, Isle of Man, Channel Islands)Brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Agreement signed September 4, 2013 to acquire Giles, described as the fifth largest independent retail insurance broker in the U.K., with over 1,100 employees across 43 offices; net cash consideration of approximately £233 million (~$370 million). Expected to close in early November 2013, subject to regulatory approval; expected_completion_date reflects month-end approximation.
2013-09-30acquisition_additioncompleted2013-08-12United StatesBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Bollinger, Inc. completed August 12, 2013. Over 500 employees operating out of eight offices in NJ, NY, PA, and CT.
2013-09-30acquisition_additionannounced2013-09-042013-11-01United KingdomBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Agreement signed September 4, 2013 to acquire Giles Group of Companies. Over 1,100 employees operating out of 43 offices in England, Scotland, Wales, Northern Ireland, Isle of Man and Channel Islands. Expected to close early November 2013.
2013-09-30acquisition_additioncompleted5002013-08-122013-08-12United StatesBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
Acquisition of Bollinger, Inc., described as having 'over 500 employees'.
2013-09-30acquisition_additionannounced1,1002013-09-042013-11-01United KingdomBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
Agreement signed to acquire Giles Group of Companies, described as having 'over 1,100 employees'. Expected to close in early November 2013.
2013-06-30acquisition_additioncompletedMultiple (includes U.S. and international)BrokerageUSD 98 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Nine acquisitions completed in the six-month period ended June 30 2013 with total recorded purchase price of $98.3 million and annualized revenues of approximately $40.9 million; no headcount added is disclosed. Charge shown is total recorded purchase price, not a workforce charge.
2013-06-30acquisition_additioncompleted2013-06-30GlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Completed five acquisitions with annualized revenues totaling $35.9 million in second quarter 2013. Specific headcount additions not disclosed.
2013-03-31acquisition_additioncompleted2013-02-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Metzler Brothers Insurance (MBI) acquired effective 2013-02-01; total recorded purchase price $4.5 million. Headcount added not disclosed.
2013-03-31acquisition_additioncompletedUnited StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Three other acquisitions completed during Q1 2013 (dates not disclosed individually); combined recorded purchase price $8.5 million. Headcount added not disclosed. Four acquisitions total in the quarter with annualized revenues of approximately $5.0 million.
2013-03-31acquisition_additioncompleted2013-02-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Metzler Brothers Insurance (MBI) and three other firms. Headcount added not explicitly quantified, but total brokerage workforce increased by 979 employees compared to prior year period end.
2012-12-31reduction_in_forcecompleted4003%2012-10GlobalMiddle-office and back-office positions across the companyUSD 12 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Actions taken during the fourth quarter of 2012; exact month within the quarter not specified, so the date reflects the start of the disclosed quarter. Attributed to productivity initiatives and improved technology utilization. Expected future annual workforce savings of approximately $35.0 million, anticipated to be mostly offset by higher medical, pension, salary and incentive compensation costs. Full-year workforce and lease termination related charges in non-GAAP reconciliations were $14.4 million (brokerage) and $2.7 million (risk management).
2012-12-31restructuringin_progress2011-05-122013United KingdomBrokerageUSD 19 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Integration of HLG Holdings, Ltd. (Heath Lambert), acquired effective May 12, 2011 (announcement date reflects the acquisition effective date), has reduced the number of employees and offices at the acquired operations; headcount reduction is not quantified. The $19.3 million represents 2012 integration costs ($13.2 million compensation, $6.1 million operating), i.e., current-fiscal-year activity of this multi-year program. Integration expected to be completed during 2013.
2012-12-31acquisition_additioncompletedPrimarily brokerage segment (58 of 60 acquisitions)MD&A
f5-10k / GLM-5.3-flash-HTML
Company completed 60 acquisitions in 2012 with approximately $231.7 million of annualized revenues; the increase in employee headcount was attributed primarily to employees added through 2012 acquisitions and new production hires. No employee count for the acquired workforces is disclosed.
2012-12-31restructuringcompleted4003%GlobalMiddle-office and back-office functionsUSD 12 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Actions taken during fourth quarter 2012 to contract global workforce by approximately 3%; pretax charges of approximately $12.3 million with expected future annual workforce savings of approximately $35.0 million; exact announcement date and completion date not disclosed
2012-12-31acquisition_additioncompletedUnited States and international (Australia, U.K., Canada, Bermuda, Caribbean, Mexico)Brokerage (primarily)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
60 acquisitions completed during 2012 with annualized revenues of approximately $231.7 million; headcount added through these acquisitions not disclosed
2012-12-31restructuringcompleted4002012-10-012012-12-31GlobalMiddle-office and back-officeUSD 12 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Actions taken in Q4 2012 to contract global workforce by approximately 3%. Pretax charges totaled $12.3 million. Expected future annual workforce savings of $35.0 million.
2012-12-31restructuringcompleted4003%2012-12-312012-12-31GlobalMiddle-office and back-officeUSD 12 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Actions taken in fourth quarter 2012 to contract global workforce by approximately 3%, or 400 middle-office and back-office positions. Pretax charges totaled approximately $12.3 million.
2012-09-30acquisition_additioncompletedMultiple (U.S. and international)BrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Eleven acquisitions completed in Q3 2012 with annualized revenues of $56.6 million; headcount added not disclosed. Company completed 38 acquisitions in the nine-month period with annualized revenues of approximately $155.5 million.
2012-09-30restructuringin_progressMultiple (brokerage segment operations)BrokerageUSD 1 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Charge combines workforce and lease termination items; employee counts not disclosed. Nine-month 2012 charge was $4.7 million (nine-month 2011: $2.2 million).
2012-09-30restructuringin_progressMultiple (risk management segment operations)Risk ManagementUSD 0 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Employee counts not disclosed. Nine-month 2012 charge was $0.1 million.
2012-09-30acquisition_additioncompleted2012-01-012012-09-30GlobalBrokerage and Risk Managementbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
38 acquisitions completed in the nine-month period ended September 30, 2012. Headcount added is included in the segment workforce totals (8,683 Brokerage; 4,316 Risk Management) as of September 30, 2012.
2012-09-30restructuringcompleted2012-01-012012-09-30GlobalBrokerage and Risk ManagementUSD 5 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Workforce and lease termination related charges of $4.7 million (Brokerage) and $0.1 million (Risk Management) recognized in the nine-month period ended September 30, 2012. Employee counts not disclosed.
2012-06-30acquisition_additioncompletedBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
27 acquisitions completed in the six-month period (15 in Q2 2012); annualized revenues of acquired businesses totaled $98.9 million. No employee counts added through these acquisitions are disclosed.
2012-06-30restructuringin_progressBrokerageUSD 4 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Charge line combines workforce and lease termination related charges; $0.8 million recognized in Q2 2012 and $3.6 million year to date. No employee counts, program details or timing disclosed.
2012-06-30restructuringin_progressCorporateUSD 1 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Corporate segment severance expense incurred in Q2 2012, cited as a driver of higher salary and benefits expense. No employee counts disclosed.
2012-03-31acquisition_additioncompleted2012-03-31United StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Twelve acquisitions completed in Q1 2012 (annualized revenues ~$30.6M); no headcount added is disclosed. Segment workforce counts are labeled as including acquisitions.
2012-03-31acquisition_additioncompleted2012-01-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Twelve acquisitions completed in Q1 2012. Headcount added not explicitly quantified, but total workforce increased from 10,605 (Q1 2011) to 12,243 (Q1 2012). Includes Riley & Associates, Detlefs & Company, First Premium Insurance Group, Gary Johnson & Associates, ProSource Financial, BenefitLink Resource Group, Human Resource Management Systems, Wischmeyer Financial, and four others.
2011-12-31acquisition_additioncompleted1,2002011-05-132011-05-13United KingdomBrokerageUSD 178 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Heath Lambert operates with 1,200 professionals across 16 U.K. offices; one of 32 acquisitions completed in 2011 (~$277.0 million annualized revenues). Note 3 lists effective date as May 13, 2011 (MD&A cites May 12, 2011); $178.4 million is the total recorded purchase price per Note 3, while MD&A cites £99.7 million ($164.0 million) cash net of cash received. Integration expected to be complete by 2013.
2011-12-31acquisition_additioncompleted1,2002011-05-13United KingdomBrokerageUSD 178 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Acquisition of HLG Holdings, Ltd. (Heath Lambert); 1,200 professionals in 16 U.K. offices; $178.4M recorded purchase price ($164.0M net cash). MD&A states effective May 12, 2011 while the footnote table shows May 13, 2011. Integration expected to take up to two years.
2011-12-31acquisition_additioncompleted2011-12-31United States; Australia; Canada; United Kingdom; Singapore; BermudaBrokerageUSD 407 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
32 acquisitions completed in 2011 with approximately $277.0 million of annualized revenues; $406.7M total recorded purchase price. Headcount added not disclosed. This program total includes the Heath Lambert acquisition reported separately above; no headcount double-count occurs as only Heath Lambert's headcount is quantified.
2011-12-31acquisition_additioncompleted2011-05-12United KingdomBrokerageUSD 164 (millions)Item 7. MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired HLG Holdings, Ltd. (Heath Lambert) for $164.0 million. Specific headcount added not explicitly disclosed in total, but integration costs and revenues are detailed.
2011-12-31acquisition_additioncompleted2010-10-01United StatesRisk ManagementUSD 20 (millions)Item 7. MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired GAB Robins North America, Inc. for $16.0 million cash and $4.0 million notes. Headcount impact reflected in Risk Management segment workforce growth.
2011-12-31acquisition_additioncompleted2011-05-12United KingdomBrokerageUSD 164 (millions)Item 7. MD&A
f5-10k / Qwen3.6-27B-Q8_0
Acquired HLG Holdings, Ltd. (Heath Lambert) for cash of $164.0 million. Heath Lambert employs 1,200 professionals.
2011-12-31acquisition_additioncompleted2010-10-01United StatesRisk ManagementUSD 20 (millions)Item 7. MD&A
f5-10k / Qwen3.6-27B-Q8_0
Acquired substantially all assets of GAB Robins North America for $16.0 million cash and $4.0 million notes payable. Headcount increase not explicitly quantified in total, but integration costs and headcount increases noted in compensation expense discussion.
2011-09-30acquisition_additioncompleted1,2002011-05-13United KingdomBrokerageUSD 178 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Purchase price per Note 3; MD&A states effective May 12, 2011 while Note 3 lists May 13, 2011. Count is the 1,200 professionals of the acquired business, not a verified headcount addition.
2011-09-30acquisition_additioncompletedMultiple (16 countries of operations; business in 110+ countries)BrokerageUSD 334 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Twenty-one acquisitions completed in the nine months ended Sept 30, 2011 (including Heath Lambert, captured separately), aggregate recorded purchase price $334.0 million and annualized revenues of $234.8 million; headcount added not disclosed for these entities.
2011-09-30acquisition_additioncompleted2011-05-13United KingdomBrokerageUSD 164 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Heath Lambert Holdings, Ltd. for $164.0 million. The transaction involves 1,200 professionals in 16 offices throughout the U.K.
2011-09-30acquisition_additioncompleted2010-10-01North AmericaRisk ManagementUSD 20 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired GAB Robins North America, Inc. for $16.0 million cash and $4.0 million notes payable. Includes third-party administrator assets and managed care service operations.
2011-09-30acquisition_additioncompleted2011-05-12United KingdomBrokerageUSD 164 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Acquired Heath Lambert for $164.0 million. Operations include 1,200 professionals.
2011-09-30acquisition_additioncompleted2010-10-01North AmericaRisk ManagementUSD 20 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Acquired GAB Robins North America assets for $16.0 million cash and $4.0 million notes. Headcount not explicitly quantified in filing.
2011-06-30acquisition_additioncompleted1,2002011-05-13United KingdomBrokerageMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Count is the acquired firm's professional headcount (16 offices). MD&A states effective May 12, 2011; business combinations footnote lists May 13, 2011. Q2 2011 integration costs: $1.2M compensation, $1.8M operating.
2011-06-30acquisition_additioncompletedUnited States; Australia; Singapore; United KingdomBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Twelve additional acquisitions completed January 1 through June 1, 2011 (TGA, James F. Reda, WUA, Risk Planners, BWB, Fish & Schulkamp, ITI Solutions, MRA, Bushong, IFS, Mortgage Insurance Agency and one other). No headcount disclosed; aggregate annualized revenues of all 2011 acquisitions were $211.3 million.
2011-06-30restructuringin_progress2010-10-01United StatesRisk ManagementMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Ongoing GAB Robins integration involving severance, redundant headcount and temporary staffing; disclosed integration costs were $2.3M compensation and $0.7M operating in Q2 2011 ($5.4M and $1.8M YTD). No employee counts given.
2011-06-30acquisition_additioncompleted2011-05-12United KingdomBrokerageUSD 164 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Heath Lambert Group Holdings, Ltd. (HLG). 1,200 professionals mentioned in narrative. Total headcount added via all 2011 acquisitions not explicitly quantified as a single workforce action, but segment headcount increased from 6,186 to 7,848 in Brokerage and 3,605 to 4,219 in Risk Management.
2011-06-30acquisition_additioncompleted2010-10-01United StatesRisk ManagementUSD 20 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of GAB Robins North America, Inc. assets and operations. Cash of $16.0 million and notes payable of $4.0 million.
2011-06-30acquisition_additioncompleted2011-06-30GlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
Headcount increased by $25.3 million in aggregate cost for Q2 and $41.4 million for YTD, relating to employees associated with acquisitions completed in the twelve-month period ended June 30, 2011 and new production hires. Specific headcount count not disclosed.
2011-06-30acquisition_additioncompleted2011-06-30GlobalRisk ManagementMD&A
f5-10q / Qwen3.6-27B-Q8_0
Headcount increased due to GAB Robins integration and new hires. Specific headcount count not disclosed.
2011-03-31acquisition_additioncompleted2011-01-01BrokerageUSD 14 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of The Gleason Agency, Inc. and affiliate Gleason Financial, Ltd.; total recorded purchase price $14.4M (stock, cash and escrow). Headcount added not disclosed.
2011-03-31acquisition_additioncompleted2011-02-01BrokerageUSD 4 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of James F. Reda & Associates, LLC; total recorded purchase price $4.2M. Headcount added not disclosed.
2011-03-31acquisition_additioncompleted2011-03-02BrokerageUSD 19 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of Woodbrook Underwriting Agencies Limited; total recorded purchase price $18.7M. Headcount added not disclosed.
2011-03-31acquisition_additioncompleted2011-03-04BrokerageUSD 7 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of Risk Planners, Inc. (all cash); total recorded purchase price $7.2M. Headcount added not disclosed.
2011-03-31acquisition_additioncompleted2011-01-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of The Gleason Agency, Inc. and affiliate. Headcount not explicitly disclosed in footnote, but included in segment total.
2011-03-31acquisition_additioncompleted2011-02-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of James F. Reda & Associates, LLC. Headcount not explicitly disclosed in footnote.
2011-03-31acquisition_additioncompleted2011-03-02United KingdomBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Woodbrook Underwriting Agencies Limited. Headcount not explicitly disclosed in footnote.
2011-03-31acquisition_additioncompleted2011-03-04United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Risk Planners, Inc. Headcount not explicitly disclosed in footnote.
2011-03-31restructuringin_progress2011-01-01United StatesRisk ManagementUSD 3 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
GAB Robins integration costs including severance, redundant headcount, and temporary staffing. Specific employee count not disclosed.
2011-03-31acquisition_additioncompleted2011-03-31GlobalBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired TGA, JFR, WUA, and RPI. Headcount added not explicitly quantified, but reflected in segment workforce totals.
2011-03-31acquisition_additioncompleted2010-10-01North AmericaRisk ManagementMD&A
f5-10q / Qwen3.6-27B-Q8_0
Acquired GAB Robins North America effective Oct 1, 2010. Headcount added not explicitly quantified, but reflected in segment workforce totals.
2010-12-31acquisition_additioncompletedBrokerageMD&A
f5-10k / GLM-5.3-flash-HTML
Eighteen brokerage acquisitions closed during 2010, representing $95.1 million of annualized acquired revenues. Headcount added through these deals is not quantified; the brokerage workforce table states its year-end figure includes acquisitions.
2010-12-31acquisition_additioncompleted2010-10-01Risk ManagementUSD 20 (millions)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Effective October 1, 2010; total recorded purchase price of $20.0 million (cash of $16.0 million plus notes payable of $4.0 million), with expected annual revenues of approximately $50.0 million. Headcount added is not quantified; MD&A cites increased headcount associated with this acquisition.
2010-12-31acquisition_additioncompletedBrokerage — retail insurance brokerageItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Subsequent event: acquisition effective January 1, 2011 for approximately $4.3 million in cash, 342,000 shares of common stock and a contingent earnout obligation of up to $6.0 million. Headcount added is not disclosed.
2010-12-31acquisition_additioncompletedUnited States and internationalBrokeragebusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
18 brokerage-segment acquisitions completed in 2010 representing $95.1 million of annualized acquired revenues; headcount added not disclosed.
2010-12-31acquisition_additioncompleted2010-10-01United StatesRisk Managementbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Third-party administrator assets and managed care operations acquired for $16.0 million cash plus $4.0 million notes; expected to generate approximately $50.0 million in annual revenues; headcount added not disclosed.
2010-12-31acquisition_additioncompleted2011-01-012011-01-01United StatesBrokerageother
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Subsequent event: The Gleason Agency, Inc. and Gleason Financial Ltd. acquired effective January 1, 2011 for approximately $4.3 million cash, 342,000 shares and a contingent earnout of $6.0 million; headcount not disclosed.
2010-12-31acquisition_additioncompleted2010-12-31United StatesBrokerageItem 1 Business
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
18 acquisitions closed in 2010 in brokerage segment. Headcount not explicitly quantified for these specific acquisitions, but workforce increased from 5,890 to 6,275.
2010-12-31acquisition_additioncompleted2010-10-01United StatesRisk ManagementItem 7 MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired GAB Robins North America Inc. effective October 1, 2010. Workforce increased from 3,741 to 4,227, implying ~486 new employees, though exact count not stated.
2010-09-30acquisition_additionannounced4002010-10-01United StatesRisk ManagementUSD 20 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Filer states 'over 400' GABR professionals will join Gallagher; count recorded as 400. Charge shown is the ~$20.0 million purchase price, not a severance charge; acquisition effective October 1, 2010 (after quarter end).
2010-09-30acquisition_additioncompletedBrokerageUSD 80 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Twelve brokerage acquisitions completed in the nine months ended September 30, 2010 (including acquisition of the remaining 60% of Specialised Broking Associates effective July 1, 2010); headcount added through these acquisitions is not disclosed. Charge shown is the total recorded purchase price.
2010-06-30acquisition_additioncompletedPrimarily United States; includes United KingdomBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Eight brokerage acquisitions completed between 2010-02-12 and 2010-06-01 (Securitas Re, Winn & Company, FirstCity Partnership, Risk & Reward Group, Bowen Miclette Britt, Joseph James and two others); total recorded purchase price $52.4 million. Headcount added through these acquisitions is not disclosed. Annualized revenues of the acquired entities were approximately $44.2 million.
2010-06-30restructuringcompleted2302009-10-01GlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Reduction of middle and back office workforce through job elimination and attrition in Q4 2009. Estimated annual pretax cost savings of $22.0 million.
2010-06-30restructuringcompleted1702009-10-01GlobalRisk ManagementMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Reduction of middle and back office workforce through job elimination and attrition in Q4 2009. Estimated annual pretax cost savings of $12.0 million.
2010-06-30restructuringcompleted2304%2009-10-01GlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
Reduction of middle and back office workforce through job elimination and attrition in Q4 2009. Estimated annual pretax cost savings of $22.0 million.
2010-06-30restructuringcompleted1704%2009-10-01GlobalRisk ManagementMD&A
f5-10q / Qwen3.6-27B-Q8_0
Reduction of middle and back office workforce through job elimination and attrition in Q4 2009. Estimated annual pretax cost savings of $12.0 million.
2010-03-31reduction_in_forcecompleted230Not specifiedBrokerage Segment — middle and back officeMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Occurred in fourth quarter 2009 (prior period), disclosed in current MD&A as context for compensation trends; described as roughly 4% of global workforce via job elimination and attrition, with estimated future annual pretax savings of about $22.0 million, partly offset by $10.0-$11.0 million of increased medical, salary and incentive costs for remaining staff.
2010-03-31reduction_in_forcecompleted170Not specifiedRisk Management Segment — middle and back officeMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Occurred in fourth quarter 2009 (prior period), disclosed in current MD&A; described as roughly 4% of global workforce via job elimination and attrition, with estimated future annual pretax savings of about $12.0 million, offset by $2.0-$3.0 million of increased costs for remaining staff.
2010-03-31acquisition_additioncompleted2010-02-12Not specifiedBrokerage SegmentUSD 1 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of substantially all net assets of Securitas Re (SRE); total recorded purchase price $1.3 million. Employee headcount added not disclosed.
2010-03-31acquisition_additioncompleted2010-03-01Not specifiedBrokerage SegmentUSD 5 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of Winn & Company Insurance Brokers (WIB); total recorded purchase price $5.1 million. Employee headcount added not disclosed.
2010-03-31acquisition_additioncompleted2010-03-01Not specifiedBrokerage SegmentUSD 2 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of The Griffin Agency (TGA); total recorded purchase price $1.7 million. Employee headcount added not disclosed.
2010-03-31acquisition_additionannounced2010-04-012010-04-01London, EnglandBrokerage SegmentUSD 32 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Subsequent event: effective April 1, 2010 Gallagher acquired the insurance brokerage business of FirstCity Partnership Limited for about $32.0 million in cash and stock; estimated annualized revenues about $30.0 million. Employee headcount added not disclosed.
2010-03-31restructuringcompleted2302009-10-012009-12-31GlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Reduction of middle and back office workforce through job elimination and attrition in Q4 2009. Estimated future annual pretax cost savings of $22.0 million.
2010-03-31restructuringcompleted1702009-10-012009-12-31GlobalRisk ManagementMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Reduction of middle and back office workforce through job elimination and attrition in Q4 2009. Estimated future annual pretax cost savings of $12.0 million.
2010-03-31restructuringcompleted2304%2009-10-01GlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
Reduction of middle and back office workforce through job elimination and attrition in Q4 2009. Estimated annual pretax savings of $22.0 million.
2010-03-31restructuringcompleted1704%2009-10-01GlobalRisk ManagementMD&A
f5-10q / Qwen3.6-27B-Q8_0
Reduction of middle and back office workforce through job elimination and attrition in Q4 2009. Estimated annual pretax savings of $12.0 million.
2009-12-31restructuringcompleted2302009-12-31Brokerage — middle and back officeUSD 5 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Q4 2009 pretax charge covers the position reduction plus termination of certain office leases, under a previously announced company-wide plan of approximately 400 positions completed in Q4 2009. Estimated future annual pretax savings of about $22.0 million, partially offset by $10.0–$11.0 million of higher employee medical, salary and incentive costs for the remaining workforce. Original plan announcement date is not stated in this filing.
2009-12-31restructuringcompleted1702009-12-31Risk Management — middle and back officeUSD 7 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Q4 2009 pretax charge covers the position reduction plus termination of certain office leases, part of the same previously announced company-wide plan of approximately 400 positions (230 Brokerage + 170 Risk Management) completed in Q4 2009. Estimated future annual pretax savings of about $12.0 million, partially offset by $2.0–$3.0 million of higher costs for the remaining workforce.
2009-12-31acquisition_additioncompleted752009-02-27United States — Midwest and Southeast regionsBrokerageItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Approximately 75 Liberty Mutual producers hired as part of the acquisition of policy renewal rights from Liberty Mutual's middle-market commercial P/C brokers (LMW transaction effective February 27, 2009 per Note 4). The national producer group of Wausau Signature Agency was also hired under the related renewal-rights acquisition; its headcount is not disclosed.
2009-12-31divestiture_reductioncompleted2009-012009-01United StatesBrokerage — reinsurance brokerage (discontinued operations)USD 4 (millions)discontinued_operations_footnote
f5-10k / GLM-5.3-flash-HTML
January 2009 sale of all remaining run-off obligations of the U.S. reinsurance brokerage business; restricted cash, receivables and liabilities were transferred to the buyer. No headcount disclosed — the reinsurance workforce had been reported in discontinued operations since 2008. The $3.5 million represents 2009 lease-termination and other real-estate costs incurred while winding down the remaining leased facilities of these operations.
2009-12-31restructuringcompleted2302009-12-31United StatesBrokerage Segment — middle and back officeUSD 5 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Completed in Q4 2009; pretax charge also covers termination of certain office leases. Estimated future annual pretax savings of about $22.0 million. Specific announcement date not disclosed.
2009-12-31restructuringcompleted1702009-12-31United StatesRisk Management Segment — middle and back officeUSD 7 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Completed in Q4 2009; pretax charge also covers termination of certain office leases. Estimated future annual pretax savings of about $12.0 million. Specific announcement date not disclosed.
2009-12-31acquisition_additioncompleted2009-12-31United StatesBrokerage Segmentbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Fifteen acquisitions completed in 2009. Approximately 75 Liberty Mutual producers were hired in connection with the February 2009 renewal-rights transaction; total headcount added through 2009 acquisitions is not disclosed.
2009-12-31divestiture_reductioncompleted2009-01-312009-12-31United StatesU.S. reinsurance brokerage (discontinued operations)discontinued_operations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Run-off obligations of the U.S. reinsurance brokerage business sold in January 2009; associated headcount not disclosed. Related lease termination and other real estate costs of $3.5 million recorded in 2009.
2009-12-31restructuringcompleted400GlobalMiddle and back officeUSD 12 (millions)MD&A
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Completion of plan to reduce and reorganize middle and back office workforce by approximately 400 positions and termination of certain office leases in Q4 2009. Pretax charges totaled approximately $11.8 million.
2009-12-31acquisition_additioncompleted75Midwest and SoutheastBrokerageItem_1_Business
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Hired approximately seventy-five Liberty Mutual producers in Midwest and Southeast regions as part of acquisition of policy renewal rights.
2009-12-31acquisition_additioncompletedNationalBrokerageItem_1_Business
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Hired the national producer group from Wausau Signature Agency as part of acquisition of policy renewal rights. Specific headcount not disclosed.
2009-12-31restructuringcompleted4002009-12-312009-12-31GlobalMiddle and back officeUSD 12 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0
Pretax charges of $11.8 million recorded in Q4 2009 for reduction and reorganization of middle and back office workforce by approximately 400 positions and termination of certain office leases.
2009-12-31acquisition_additioncompleted752009-02-272009-02-27Midwest and SoutheastBrokerageItem_1_Business
f5-10k / Qwen3.6-27B-Q8_0
Hired approximately seventy-five Liberty Mutual producers as part of acquisition of policy renewal rights.
2009-09-30restructuringannounced2304%2009-10-272010-01-31GlobalBrokerage — middle and back officesubsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Announced 2009-10-27, after quarter end; reduction of approximately 230 positions (approximately 4% of global workforce as stated by filer) via job elimination and attrition. Expected nonrecurring pretax severance charge of USD 5.0 to 7.0 million recorded in Q4 2009; filer estimates annual pretax cost savings of USD 16.0 to 18.0 million.
2009-09-30restructuringannounced1704%2009-10-272010-01-31GlobalRisk Management — middle and back officesubsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Same announced program as the Brokerage component (consolidated total of approximately 400 positions, or approximately 4% of global workforce, with an aggregate expected pretax severance charge of USD 10.0 to 13.0 million). Reduction of approximately 170 positions via job elimination and attrition; expected nonrecurring pretax severance charge of USD 5.0 to 6.0 million in Q4 2009; estimated annual pretax cost savings of USD 9.0 to 10.0 million. Filer states approximately 4% without specifying whether the basis is segment or global workforce.
2009-09-30acquisition_additioncompletedGlobalBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Eleven acquisitions completed in the nine-month period ended 2009-09-30 (total recorded purchase price USD 131.9 million; annualized revenues of acquired entities approximately USD 83.7 million). No headcount added through these acquisitions is disclosed.
2009-09-30divestiture_reductioncompleted2009-01-01United StatesU.S. reinsurance brokerage operations (discontinued operations)other
f5-10q / MiMo-V2.6-Flash-fp8-HTML
In January 2009 Gallagher sold all remaining run-off obligations of its U.S. reinsurance brokerage operations, transferring restricted cash of USD 10.7 million, receivables of USD 128.7 million and liabilities of USD 139.4 million to the buyer. No associated headcount is disclosed. Exact announcement day within January 2009 not specified.
2009-09-30restructuringannounced4004%2009-10-272010-01-31GlobalMiddle and back officeUSD 12 (millions)subsequent_events
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Company announced reduction of ~400 positions (4% of global workforce) via job elimination and attrition. Expected pretax charge of $10.0-$13.0 million for severance costs. Completion by Jan 31, 2010.
2009-09-30restructuringannounced2302009-10-272010-01-31GlobalBrokerage Segment - Middle and back officeUSD 6 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Subset of global restructuring. Brokerage segment expects to reduce workforce by ~230 positions (4% of global workforce). Expected pretax charge of $5.0-$7.0 million. Midpoint used for charge value.
2009-09-30restructuringannounced1702009-10-272010-01-31GlobalRisk Management Segment - Middle and back officeUSD 6 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Subset of global restructuring. Risk Management segment expects to reduce workforce by ~170 positions (4% of global workforce). Expected pretax charge of $5.0-$6.0 million. Midpoint used for charge value.
2009-09-30restructuringannounced2304%2009-10-272010-01-31GlobalBrokerage - Middle and Back OfficeUSD 6 (millions)subsequent_events
f5-10q / Qwen3.6-27B-Q8_0
Announced Oct 27, 2009. Expected pretax charge $5.0-$7.0 million. Annual savings $16.0-$18.0 million.
2009-09-30restructuringannounced1704%2009-10-272010-01-31GlobalRisk Management - Middle and Back OfficeUSD 6 (millions)subsequent_events
f5-10q / Qwen3.6-27B-Q8_0
Announced Oct 27, 2009. Expected pretax charge $5.0-$6.0 million. Annual savings $9.0-$10.0 million.
2009-06-30acquisition_additioncompletedUnited StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Nine acquisitions completed during the six-month period ended June 30, 2009 (effective dates from January 1 to June 1, 2009), with total recorded purchase price of $130.4 million. The footnote discloses purchase price allocations but no employee counts added; MD&A attributes the increase in segment headcount and compensation expense to these acquisitions.
2009-06-30divestiture_reductioncompleted2009-01United StatesReinsurance brokerage (discontinued operations)other
f5-10q / MiMo-V2.6-Flash-fp8-HTML
In January 2009 Gallagher signed and closed the sale of all remaining run-off obligations of its U.S. reinsurance brokerage operations, transferring restricted cash of $10.7 million, receivables of $128.7 million and liabilities of $139.4 million to the buyer. No employee counts associated with the divestiture are disclosed.
2009-06-30acquisition_additioncompleted2009-06-30GlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Headcount increase in 2009 relates to addition of employees associated with acquisitions made in the last twelve months. Specific headcount numbers for acquisitions not disclosed, but total Brokerage workforce increased from 5,440 (June 2008) to 6,076 (June 2009).
2009-06-30divestiture_reductioncompleted2009-01-01United StatesDiscontinued OperationsNotes to Consolidated Financial Statements
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
In January 2009, Gallagher signed and closed a definitive agreement to sell all remaining run-off obligations of the U.S. reinsurance brokerage operations. Specific headcount reduction not disclosed.
2009-03-31acquisition_additioncompleted2009-01-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of policy renewal rights and net assets effective January 1, 2009; total recorded purchase price $12.0 million. Employees added not disclosed.
2009-03-31acquisition_additioncompleted2009-02-10United StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition effective February 10, 2009; total recorded purchase price $1.4 million. Employees added not disclosed.
2009-03-31acquisition_additioncompleted2009-02-27United StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Largest of the three Q1 2009 acquisitions; total recorded purchase price $94.5 million, including $49.1 million recorded earnout payable. Employees added not disclosed.
2009-03-31divestiture_reductioncompleted2009-01United StatesReinsurance brokerage (discontinued operations)other
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Signed and closed sale of all remaining run-off obligations of the U.S. reinsurance brokerage operations in January 2009; transferred restricted cash of $10.7 million, receivables of $128.7 million and liabilities of $139.4 million. Employees affected not disclosed.
2008-12-31divestiture_reductionin_progress2007-122009-01Global (U.S. and U.K.)Brokerage — reinsurance brokerage (reported as discontinued operations)USD 6 (millions)discontinued_operations_footnote
f5-10k / GLM-5.3-flash-HTML
Exit determination made in Q4 2007; definitive sale agreements signed Q1 2008 with initial proceeds of $31.8M cash plus a $1.3M note. Severance and other compensation costs of $5.9M in the gain on disposal, plus $14.3M of severance and other compensation costs in discontinued operations (not allocated between Irish and reinsurance wind-downs) and $6.6M of lease termination and real estate costs in 2008. Remaining U.S. run-off obligations sold and closed January 2009 (restricted cash $10.7M, receivables $128.7M, liabilities $139.4M transferred); ~$4.5M additional lease wind-down costs expected in Q1 2009. Affected headcount not disclosed.
2008-12-31restructuringcompleted2007-122008-09IrelandBrokerage — Irish wholesale brokerage (reported as discontinued operations)USD 13 (millions)discontinued_operations_footnote
f5-10k / GLM-5.3-flash-HTML
Exit determined in Q4 2007; sale efforts abandoned in Q3 2008 and the operations ceased. $13.0M goodwill write-off specifically attributed to the Irish wholesale brokerage operation; broader discontinued-operations charges included $14.3M severance and $10.1M fixed asset and lease write-offs, not allocated by business. Affected headcount not disclosed.
2008-12-31acquisition_additioncompletedUnited States and AustraliaBrokeragebusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Thirty-seven insurance brokerage acquisitions completed throughout 2008 (first effective January 1, 2008) plus a 40% equity interest in an Australian broker in October 2008; combined recorded purchase price $350.5M and annualized acquired revenues ~$165.6M. Segment workforce tables state year-end headcount includes acquisitions; employee counts added were not separately disclosed.
2008-12-31acquisition_additionannounced1202009-01-212009-03-01United States (Midwest and Southeast regions)Brokerage — retail commercial P/C brokeragesubsequent_events
f5-10k / GLM-5.3-flash-HTML
Agreement to acquire policy renewal rights from Liberty Mutual's middle-market commercial P/C brokers and from Wausau Signature Agency; approximately 75 Liberty Mutual producers plus the Wausau national producer group expected, totaling ~120 new insurance sales professionals. Initial payment ~$44M in cash and stock; additional payments up to $120M based on revenues; expected close on or about March 1, 2009.
2008-12-31acquisition_additioncompleted2009-01-30United StatesBrokerage — retail insurance brokeragesubsequent_events
f5-10k / GLM-5.3-flash-HTML
Acquired January 30, 2009 for approximately 450,000 common shares plus a $7.0M contingent earnout payable in stock if earned; employee count not disclosed.
2008-12-31acquisition_additioncompleted2008-12-312008-12-31Primarily United StatesBrokerageUSD 351 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Thirty-seven insurance brokerage firms acquired during 2008 for $350.5 million recorded purchase price; headcount added not disclosed. Annualized revenues of entities acquired in 2008 were approximately $165.6 million.
2008-12-31divestiture_reductioncompleted2008-03-312008-12-31United States and United KingdomBrokerage — global reinsurance brokerage operationsdiscontinued_operations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Definitive agreements signed in Q1 2008 to sell substantially all reinsurance brokerage business; operations reclassified to discontinued operations. Headcount removed not disclosed.
2008-12-31plant_closurecompleted2008-09-302008-09-30IrelandBrokerage — Irish wholesale brokerage operationsdiscontinued_operations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
In Q3 2008 Gallagher abandoned sale efforts and ceased its small Irish wholesale brokerage operations; goodwill write-off of $13.0 million and severance and other compensation costs of $14.3 million recorded within discontinued operations. Headcount affected not disclosed.
2008-12-31acquisition_additionannounced1202009-01-212009-03-01United States (Midwest, Southeast and Wausau, Wisconsin)Brokerage — retail commercial P/C brokerageUSD 44 (millions)subsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Subsequent event: agreement to acquire renewal rights from Liberty Mutual middle-market brokers and Wausau Signature Agency, expected to add approximately 120 insurance sales professionals (including about 75 Liberty Mutual producers). Initial payment approximately $44 million, with additional contingent payments up to $120 million.
2008-12-31acquisition_additioncompleted2009-01-302009-01-30United StatesBrokerage — retail insurance brokerageUSD 7 (millions)subsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Subsequent event: acquisition of net assets of PartnerSource, Inc. for approximately 450,000 shares plus a contingent earnout of $7.0 million payable in stock; headcount added not disclosed.
2008-12-31acquisition_additioncompleted2008-01-012008-12-31United StatesBrokerageItem_1_Business
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Gallagher acquired substantially all the net assets or common stock of thirty-seven insurance brokerage firms in 2008. Specific headcount added is not disclosed, but workforce increased from 9,102 in 2007 to 9,863 in continuing operations in 2008.
2008-12-31divestiture_reductioncompleted2008-03-012008-09-30GlobalBrokerageItem_1_Business
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Gallagher exited global reinsurance operations and Irish wholesale brokerage operations. Revenues and expenses reclassified to discontinued operations. Specific headcount reduction not disclosed.
2008-12-31acquisition_additionannounced1202009-01-212009-03-01United StatesBrokeragesubsequent_events
f5-10k / Qwen3.6-27B-Q8_0
Acquisition of policy renewal rights from Liberty Mutual and Wausau Signature Agency; expected to hire approx 120 new insurance sales professionals.
2008-12-31acquisition_additioncompleted2009-01-302009-01-30United StatesBrokeragesubsequent_events
f5-10k / Qwen3.6-27B-Q8_0
Acquired substantially all net assets of PartnerSource, Inc. Employee count not explicitly disclosed for this specific transaction.
2008-12-31restructuringcompleted2008-09-302008-09-30IrelandBrokeragediscontinued_operations_footnote
f5-10k / Qwen3.6-27B-Q8_0
Abandoned efforts to sell Irish wholesale brokerage operations and ceased those operations in Q3 2008. Specific headcount not disclosed.
2008-09-30acquisition_additioncompletedUnited States and internationalBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Twenty-eight brokerage firm acquisitions completed in the nine-month period ended 2008-09-30 (recorded purchase price $230.2 million); headcount added through these acquisitions is not disclosed.
2008-09-30divestiture_reductioncompletedGlobalBrokerage — reinsurance brokerage operationsother
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Definitive agreements signed in Q1 2008 to sell substantially all reinsurance brokerage business; $31.8 million cash proceeds received. Related severance and other compensation costs of $5.9 million recognized; $1.0 million of lease termination costs recorded in Q3 2008 with about $8.0 million more expected in Q4 2008. Employee counts not disclosed.
2008-09-30othercompletedIrelandBrokerage — Irish wholesale brokerage operationother
f5-10q / MiMo-V2.6-Flash-fp8-HTML
In Q3 2008 Gallagher abandoned sale efforts and ceased its Irish wholesale brokerage operation; discontinued-ops severance and other compensation costs of $14.3 million and a $13.0 million goodwill write-off were recorded. Employee counts not disclosed.
2008-09-30divestiture_reductioncompleted2008-07-012008-09-30IrelandBrokerageUSD 14 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Gallagher abandoned efforts to sell its small Irish wholesale brokerage operation and ceased those operations in Q3 2008. The filing discloses $14.3 million in severance and other compensation costs related to this cessation, but does not specify the number of employees affected.
2008-09-30divestiture_reductionin_progress2008-01-012008-12-31GlobalBrokerageUSD 6 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Sale of substantially all on-going reinsurance brokerage business completed in Q1 2008. Filing discloses $5.9 million in severance and other compensation costs. No specific employee count provided.
2008-09-30divestiture_reductioncompleted2008-09-302008-09-30IrelandBrokerageUSD 14 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-Q8_0
Gallagher abandoned efforts to sell its small Irish wholesale brokerage operation and ceased those operations in the third quarter. Severance and other compensation costs of $14.3 million were recorded.
2008-09-30divestiture_reductioncompleted2008-03-312008-03-31GlobalBrokerageUSD 6 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-Q8_0
Gallagher sold substantially all of its on-going reinsurance brokerage business in the first quarter. Severance and other compensation costs of $5.9 million were recorded.
2008-06-30divestiture_reductionin_progress2008-012008-12-31Global; IrelandBrokerage (global reinsurance operations and Irish wholesale brokerage)USD 14 (millions)restructuring_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Severance and other compensation costs of $14.3M within loss from discontinued operations, plus $5.9M severance recorded within gain on disposal; headcount not disclosed. Reinsurance sale signed Q1 2008 ($31.8M cash proceeds); Irish operation still being sold. Additional ~$15.0M lease termination costs expected in Q3/Q4 2008.
2008-06-30acquisition_additioncompletedUnited StatesBrokerageUSD 136 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Twenty acquisitions completed in the six-month period ended June 30, 2008 with recorded purchase price of $135.8M; acquired headcount not disclosed. Annualized revenues of acquired entities approximately $57.5M. MD&A states segment workforce increases primarily reflect acquisition employees.
2008-06-30divestiture_reductionin_progress2008-01-01GlobalBrokerage (Reinsurance and Irish Wholesale)USD 20 (millions)discontinued_operations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Gallagher announced plans to sell global reinsurance and Irish wholesale brokerage operations in Jan 2008. Six-month 2008 charges include $5.9M severance/compensation for sale and $14.3M severance/compensation for discontinued operations (Irish wholesale wind-down). Total severance/compensation charges of $20.2M.
2008-06-30acquisition_additioncompleted2008-01-012008-06-30United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Completed 20 acquisitions in the six-month period ended June 30, 2008. Headcount added is included in the Brokerage segment workforce total of 5,440 as of June 30, 2008. Specific employee counts per acquisition not disclosed.
2008-06-30restructuringin_progress2008-01-01GlobalReinsurance Brokerage and Irish Wholesale BrokerageUSD 20 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-Q8_0
Exit of global reinsurance operations and Irish wholesale brokerage. Includes $5.9M severance related to disposal and $14.3M severance related to ongoing discontinued operations losses.
2008-03-31divestiture_reductionin_progress2008-02-222008-12-31Global (U.S., U.K., Ireland)Brokerage — global reinsurance operations and Irish wholesale brokerageUSD 14 (millions)restructuring_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Exit of discontinued operations; no employee counts disclosed. Severance and other compensation costs of $13.9M recorded in loss from discontinued operations plus $5.9M recorded within the gain on disposal; approximately $15.0M of lease termination costs expected in Q3/Q4 2008. Initial cash proceeds of $31.8M received in Q1 2008.
2008-03-31acquisition_additioncompleted2008-01-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Eleven brokerage firms acquired during the quarter (aggregate recorded purchase price $73.9M); headcount added through these acquisitions is not disclosed. Segment workforce counts are labeled as including acquisitions.
2008-03-31restructuringin_progress2008-01-01GlobalReinsurance Brokerage and Irish Wholesale BrokerageUSD 22 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Company announced plans to sell global reinsurance operations and Irish wholesale brokerage. Loss includes $13.0M goodwill write-off, $13.9M severance/compensation costs, $4.9M service obligations, and $3.5M fixed asset/lease write-offs. No specific employee count disclosed.
2008-03-31acquisition_additioncompleted2008-01-01VariousBrokerageUSD 74 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Eleven acquisitions completed in Q1 2008 (e.g., CEM, YPI, DMR, LGA, HRS, PCG). Total recorded purchase price $73.9M. Specific headcount additions not disclosed, but Brokerage workforce increased by 410 employees vs prior year end.
2008-03-31restructuringin_progress2008-01-012008-12-31GlobalBrokerageUSD 20 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-Q8_0
Exit of global reinsurance operations and Irish wholesale brokerage. Includes $5.9M severance and other compensation costs related to the sale of reinsurance brokerage business and $13.9M severance and other compensation costs related to the Irish wholesale brokerage operation. Employee count not explicitly disclosed.
2007-12-31acquisition_additioncompleted2007United States and CanadaBrokerageUSD 218 (millions)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Twenty-one insurance brokerage firms acquired during 2007 (effective dates spanning January 1 through December 31, 2007) for common stock and/or cash; recorded purchase price $218.4 million. MD&A attributes the 2007 headcount increase primarily to these acquisitions, but no employee count is quantified.
2007-12-31divestiture_reductionannounced2008-01Global reinsurance operations; Ireland (wholesale brokerage)Brokeragediscontinued_operations_footnote
f5-10k / GLM-5.3-flash-HTML
A fourth-quarter 2007 strategic review led to a decision to exit both operations; in January 2008 the filer announced plans to sell reinsurance brokerage and was pursuing alternatives for the Irish wholesale business. Combined 2007 revenues of $51.8 million reclassified to discontinued operations; no headcount figure disclosed.
2007-12-31acquisition_additioncompleted2008-01-30United StatesBrokerage — retail insurance brokerageUSD 7 (millions)Item_1_Business
f5-10k / GLM-5.3-flash-HTML
Post-year-end acquisition of substantially all net assets of Crist Elliott Machette Insurance Services, Inc.; consideration of 82,000 shares, $7.3 million cash and a $2.0 million contingent earnout. No headcount disclosed.
2007-12-31acquisition_additioncompleted2008-01-31United StatesInvestment consulting (segment not specified)USD 8 (millions)Item_1_Business
f5-10k / GLM-5.3-flash-HTML
Post-year-end acquisition of substantially all net assets of Yanni Partners, Inc., an investment consulting business; $8.1 million cash plus an $11.5 million contingent earnout. No headcount disclosed.
2007-12-31acquisition_additioncompleted2008-01-31United StatesInvestment consulting (segment not specified)USD 2 (millions)Item_1_Business
f5-10k / GLM-5.3-flash-HTML
Post-year-end acquisition of substantially all net assets of Petty Burton & Associates, Inc., an investment consulting business; $2.0 million cash plus a $0.5 million contingent earnout. No headcount disclosed.
2007-12-31acquisition_additioncompleted2007-12-31United States, CanadaBrokerageUSD 218 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Twenty-one insurance brokerage firms acquired during 2007 for $218.4M recorded purchase price; annualized revenues of acquired entities were approximately $99.3M. No headcount added disclosed.
2007-12-31divestiture_reductionannounced2008-01-31Global (reinsurance); Ireland (wholesale brokerage)Brokeragesubsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Strategic review in Q4 2007 led to decision to exit global reinsurance and Irish wholesale brokerage operations; sale announced January 2008. Reclassified to discontinued operations for all periods; no headcount disclosed.
2007-12-31acquisition_additioncompleted2008-01-302008-01-30United StatesBrokeragesubsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Crist Elliott Machette Insurance Services acquired for 82,000 shares, $7.3M cash and up to $2.0M contingent earnout; no headcount disclosed.
2007-12-31acquisition_additioncompleted2008-01-312008-01-31United StatesBrokeragesubsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Yanni Partners, Inc. (investment consulting) acquired for $8.1M cash and up to $11.5M contingent earnout; no headcount disclosed.
2007-12-31acquisition_additioncompleted2008-01-312008-01-31United StatesBrokeragesubsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Petty Burton & Associates, Inc. (investment consulting) acquired for $2.0M cash and up to $0.5M contingent earnout; no headcount disclosed.
2007-09-30acquisition_additioncompleted2007-01-01VariousBrokerageUSD 120 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Gallagher acquired 13 insurance brokerage firms in the nine-month period ended September 30, 2007. Total recorded purchase price was $120.1 million. Specific headcount additions were not disclosed.
2007-09-30restructuringcompletedVariousVariousUSD 3 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
MD&A cites $2.1 million in severance costs in the Brokerage segment and $0.5 million in operating expenses related to severance. Total severance impact approximated $2.6 million. Employee counts not disclosed.
2007-09-30acquisition_additioncompleted2007-09-30GlobalBrokerageMD&A
f5-10q / Qwen3.6-27B-Q8_0
Filing states increase in employee headcount primarily relates to addition of employees associated with acquisitions made in the last twelve months. No specific headcount number provided for acquisitions.
2007-09-30restructuringcompleted2007-09-30GlobalBrokerageUSD 2 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Brokerage segment incurred $2.1 million in severance costs in 2007. Employee count not disclosed.
2007-09-30restructuringcompleted2007-09-30GlobalBrokerageUSD 1 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Brokerage segment incurred $0.5 million in severance related costs in operating expenses in 2007. Employee count not disclosed.
2007-06-30acquisition_additioncompleted2007-01-01VariousBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
MD&A states increase in employee headcount primarily relates to addition of employees associated with acquisitions made in the last twelve months. Specific headcount numbers for acquisitions are not disclosed.
2007-03-31acquisition_additioncompleted2007-01-012007-03-01United States, CanadaBrokerageUSD 88 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Seven insurance brokerage acquisitions completed Jan–Mar 2007 (FPI, IIG, FIS, LLG, EBI, TPC, ISG). Total recorded purchase price $87.8M. Headcount added not disclosed. Annualized revenues of acquired entities ~$39.5M.
2007-03-31divestiture_reductioncompleted2006-12-222007-01-25FranceFinancial ServicesUSD 3 (millions)other
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Sale of 90% interest in airplane leasing company (two cargo planes leased to French Postal Service). Closed 2007-01-25; $27.5M net fixed assets and $27.9M investment-related borrowings removed. Headcount impact not disclosed.
2007-03-31acquisition_additioncompleted2007-01-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Financial Profiles, Inc., InterNational Insurance Group, Ltd., Fishermans Insurance Services, Inc., Elite Benefits Insurance Marketing Services, Inc., The Producer’s Choice, Inc., and ISG International, Inc. MD&A notes increase in employee headcount relates to acquisitions made in last twelve months.
2007-03-31acquisition_additioncompleted2007-02-01CanadaBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Lowndes Lambert Group Canada, Ltd.
2007-03-31divestiture_reductioncompleted2006-12-222007-01-25FranceFinancial ServicesUSD 3 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Sold 90% interest in airplane leasing company. Recognized $2.7 million pretax loss. Employee count not disclosed.
2006-12-31acquisition_additioncompletedBrokeragebusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Eleven acquisitions completed during 2006 (ten asset purchases and one stock purchase) of insurance brokerage firms and a premium finance company; headcount additions not quantified. MD&A attributes the 2006 headcount increase primarily to employees added through acquisitions. Aggregate recorded purchase price was $116.8 million and annualized acquired revenues approximately $54.4 million; intangibles were allocated within the Brokerage Segment.
2006-12-31acquisition_additioncompletedPrimarily United StatesBrokeragebusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Eleven acquisitions completed in 2006 (ten asset purchases, one stock purchase) with $116.8 million recorded purchase price; headcount added through these acquisitions is not disclosed
2006-09-30acquisition_additioncompleted2006-01-01VariousBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Company acquired 8 entities (BMG, SBI, YSL, RKA, LAI, TIB, CPF, TRG) during the nine-month period. Headcount not explicitly disclosed, but MD&A notes 'increase in employee headcount... primarily relates to the addition of employees associated with the acquisitions'.
2006-09-30acquisition_additioncompleted2006-07-01United StatesRisk ManagementMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
MD&A states: 'The increase in employee headcount in the latter part of 2005 and early in 2006 relates to the hiring of additional staff to support claims activity related to new business generated.'
2006-06-30acquisition_additioncompleted2006-01-01Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Benefit Management Group, Inc. (BMG) effective Jan 1, 2006. Headcount not disclosed.
2006-06-30acquisition_additioncompleted2006-04-01Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Sobieski & Bradley, Inc. (SBI) effective Apr 1, 2006. Headcount not disclosed.
2006-06-30acquisition_additioncompleted2006-05-01Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Y. S. Liedman & Associates (YSL) effective May 1, 2006. Headcount not disclosed.
2006-06-30acquisition_additioncompleted2006-06-01Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Robert Keith & Associates, Inc. (RKA) effective Jun 1, 2006. Headcount not disclosed.
2006-06-30acquisition_additioncompleted2006-06-01Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Lemac & Associates, Inc. (LAI) effective Jun 1, 2006. Headcount not disclosed.
2006-06-30othercompleted2006-06-30CorporateUSD 1 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Severance costs of $1.3 million recognized in Q2 2006. Specific employee count not disclosed.
2006-06-30acquisition_additioncompleted2006-01-01Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Benefit Management Group, Inc. (BMG). MD&A notes headcount increase relates to acquisitions made in the last twelve months, but specific employee counts for this acquisition are not disclosed.
2006-06-30acquisition_additioncompleted2006-04-01Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Sobieski & Bradley, Inc. (SBI). Specific employee counts not disclosed.
2006-06-30acquisition_additioncompleted2006-05-01Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Y. S. Liedman & Associates (YSL). Specific employee counts not disclosed.
2006-06-30acquisition_additioncompleted2006-06-01Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Robert Keith & Associates, Inc. (RKA). Specific employee counts not disclosed.
2006-06-30acquisition_additioncompleted2006-06-01Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Lemac & Associates, Inc. (LAI). Specific employee counts not disclosed.
2006-03-31acquisition_additioncompleted2006-01-01BrokerageUSD 14 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Benefit Management Group, Inc. (BMG) effective January 1, 2006. Purchase price $14.4 million. MD&A states 'addition of employees associated with the acquisitions' but does not quantify headcount added.
2006-03-31acquisition_additioncompleted2006-01-01Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Benefit Management Group, Inc. (BMG) on Jan 1, 2006. MD&A notes 'addition of employees associated with the acquisitions' but does not quantify headcount added.
2005-12-31acquisition_additioncompleted2005Primarily United States; one acquisition in AustraliaBrokeragebusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Ten insurance brokerage firms acquired in 2005 (nine asset purchases, one stock purchase) for a recorded purchase price of $55.7M plus $20.2M maximum earnout payables. MD&A states the 2005 headcount increase was primarily due to these acquisitions, but no employee counts were disclosed. Annualized revenues of acquired entities were approximately $32.5M.
2005-12-31restructuringcompletedUnited States and United KingdomBrokerage — reinsurance operationsUSD 19 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Described as staffing changes in U.S. and U.K. reinsurance operations; drove $18.7M of compensation expense in 2005 (mix of new hires and charges) plus $3.5M of operating costs related to staffing changes in London and reinsurance operations. Employee counts not disclosed. Brokerage also recorded $1.4M of severance costs in 2005, not explicitly attributed to this action.
2005-12-31divestiture_reductioncompleted20052005Brokerage (discontinued operations) — medical claims management and auditingUSD 13 (millions)discontinued_operations_footnote
f5-10k / GLM-5.3-flash-HTML
First quarter 2005 agreement to sell net assets of Northshore International Insurance Services (NiiS) for $4.8M cash; $12.7M pretax loss ($12.3M after tax) recognized in Q1 2005. Results reclassified to discontinued operations; headcount removed not disclosed.
2005-12-31divestiture_reductioncompleted20052005Risk Management (discontinued operations) — employee benefit claim administrationdiscontinued_operations_footnote
f5-10k / GLM-5.3-flash-HTML
First quarter 2005 agreement to sell all stock of Gallagher Benefit Administrators, Inc. (GBA) for $9.2M cash plus a $4.4M promissory note; $9.6M pretax gain ($6.8M after tax) recognized in Q1 2005, so no charge recorded. Results reclassified to discontinued operations; headcount removed not disclosed.
2005-12-31acquisition_additioncompletedUnited States and AustraliaBrokeragebusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Ten insurance brokerage firms acquired during 2005 (nine asset purchases, one stock purchase) with effective dates from 2005-01-01 to 2005-12-31; aggregate recorded purchase price $55.7 million and annualized revenues of acquired entities of approximately $32.5 million. No headcount acquired is disclosed.
2005-12-31divestiture_reductioncompletedUnited StatesBrokerage — medical claims management and auditing servicesdiscontinued_operations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Sale of net assets of Northshore International Insurance Services (NiiS) for $4.8 million cash in first quarter 2005; pretax loss of $12.7 million. No employee count disclosed.
2005-12-31divestiture_reductioncompletedUnited StatesRisk Management — employee benefit claim payment administrationdiscontinued_operations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Sale of all stock of Gallagher Benefit Administrators, Inc. (GBA) for $9.2 million cash plus a $4.4 million promissory note in first quarter 2005; pretax gain of $9.6 million. No employee count disclosed.
2005-12-31divestiture_reductioncompletedUnited States (Florida)Financial Services — real estate investmentdiscontinued_operations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Sale of ownership interests in the limited partnership owning the Florida Community Development investment for $25.7 million cash in second quarter 2005; pretax gain of $12.6 million. No employee count disclosed.
2005-12-31othercompleted2005-07-012005-07-01United StatesCompany-wide — defined benefit pension planUSD -10 (millions)other
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Pension plan amended to freeze accrual of future benefits for all domestic employees effective July 1, 2005, producing a $10.0 million curtailment gain (benefit obligation reduced $48.2 million). Benefit freeze rather than a headcount reduction; no employees separated disclosed.
2005-12-31othercompletedUnited States and United KingdomBrokerage — reinsurance operationsUSD 19 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Compensation increase in 2005 included $18.7 million of new-hire and charge items tied to staffing changes in U.S. and U.K. reinsurance operations, plus $1.4 million of severance costs. No employee counts disclosed; charge amounts are components of compensation expense, not a separately captioned restructuring charge.
2005-12-31acquisition_additioncompleted2005-01-012005-12-31United States and InternationalBrokerageItem_1_Business
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Gallagher acquired net assets of ten insurance brokerage firms in 2005. Specific headcount added is not disclosed, but the filing notes these acquisitions expanded the volume of services and geographical areas.
2005-09-30acquisition_additioncompleted2005-01-012005-01-01United StatesBrokerageUSD 4 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Horton Insurance Agency, Inc. acquisition; recorded purchase price $4.0M. No headcount disclosed.
2005-09-30acquisition_additioncompleted2005-01-012005-01-01United StatesBrokerageUSD 2 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Marine Insurance Service, LLC acquisition; recorded purchase price $1.5M. No headcount disclosed.
2005-09-30acquisition_additioncompleted2005-04-012005-04-01United StatesBrokerageUSD 2 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Chris Schroeder Insurance, Inc. acquisition; recorded purchase price $1.6M. No headcount disclosed.
2005-09-30acquisition_additioncompleted2005-05-012005-05-01United StatesBrokerageUSD 5 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Alternative Market Specialists acquisition; recorded purchase price $5.0M. No headcount disclosed.
2005-09-30acquisition_additioncompleted2005-05-012005-05-01United StatesRisk ManagementUSD 7 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
WorkCare Northwest, Inc. acquisition; recorded purchase price $7.1M. No headcount disclosed.
2005-09-30acquisition_additioncompleted2005-06-012005-06-01United StatesBrokerageUSD 5 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Belmont Associates Consultants, Inc. acquisition; recorded purchase price $4.9M. No headcount disclosed.
2005-09-30acquisition_additioncompleted2005-06-012005-06-01United StatesBrokerageUSD 5 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Classic Insurance Services, Ltd. acquisition; recorded purchase price $5.3M. No headcount disclosed.
2005-09-30acquisition_additioncompleted2005-08-012005-08-01United StatesBrokerageUSD 13 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Corporate Life Consultants, Inc. acquisition; recorded purchase price $12.5M. No headcount disclosed.
2005-09-30divestiture_reductioncompleted2005-01-012005-03-31United StatesBrokerageUSD -10 (millions)other
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Sale of Northshore International Insurance Services (NiiS); pretax loss of $10.4M. No headcount disclosed.
2005-09-30divestiture_reductioncompleted2005-01-012005-03-31United StatesRisk ManagementUSD 10 (millions)other
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Sale of Gallagher Benefit Administrators, Inc. (GBA); pretax gain of $9.6M. No headcount disclosed.
2005-09-30divestiture_reductioncompleted2005-04-012005-06-30United StatesFinancial ServicesUSD 13 (millions)other
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Sale of Florida Community Development limited partnership interest; pretax gain of $12.6M. No headcount disclosed.
2005-09-30acquisition_additioncompleted2005-01-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Gallagher acquired 8 firms in the nine-month period ended Sept 30, 2005 (Horton, Marine Insurance, Chris Schroeder, AMS, WorkCare Northwest, Belmont, Classic, Corporate Life). MD&A states increase in employee headcount relates to acquisitions, but specific headcount numbers are not disclosed.
2005-09-30divestiture_reductioncompleted2005-01-01United StatesBrokerage / Risk Managementdiscontinued_operations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Gallagher sold Northshore International Insurance Services (NiiS) and Gallagher Benefit Administrators, Inc. (GBA) in Q1 2005. Specific headcount reductions are not disclosed.
2005-09-30divestiture_reductioncompleted2005-04-01FloridaFinancial Servicesdiscontinued_operations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Gallagher sold ownership interests in Florida Community Development limited partnership in Q2 2005. Specific headcount reductions are not disclosed.
2005-06-30acquisition_additioncompleted2005-01-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Horton Insurance Agency and Marine Insurance Service acquired effective 2005-01-01. No headcount disclosed.
2005-06-30acquisition_additioncompleted2005-04-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Chris Schroeder Insurance acquired effective 2005-04-01. No headcount disclosed.
2005-06-30acquisition_additioncompleted2005-05-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Alternative Market Specialists and WorkCare Northwest acquired effective 2005-05-01. No headcount disclosed.
2005-06-30acquisition_additioncompleted2005-06-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Belmont Associates Consultants and Classic Insurance Services acquired effective 2005-06-01. No headcount disclosed.
2005-06-30divestiture_reductioncompleted2005-03-31United StatesBrokerageother
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Northshore Insurance Services (NiiS) stock sold in Q1 2005 for $4.8M cash; pretax loss of $10.4M. Exact date not disclosed; no headcount disclosed.
2005-06-30divestiture_reductioncompleted2005-03-31United StatesRisk Managementother
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Gallagher Benefit Administrators (GBA) stock sold in Q1 2005 for $9.2M cash plus $4.4M note; pretax gain of $9.6M. Exact date not disclosed; no headcount disclosed.
2005-06-30divestiture_reductioncompleted2005-06-30United StatesFinancial Servicesother
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Florida Community Development limited partnership interest sold in Q2 2005 for $25.7M cash; pretax gain of $12.6M. Exact date not disclosed; no headcount disclosed.
2005-06-30acquisition_additioncompleted2005-01-01United StatesBrokerageUSD 29 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Horton Insurance Agency, Marine Insurance Service, Chris Schroeder Insurance, Alternative Market Specialists, WorkCare Northwest, Belmont Associates Consultants, and Classic Insurance Services. MD&A notes 'addition of employees associated with the acquisitions' but does not quantify headcount.
2005-06-30divestiture_reductioncompleted2005-03-31United StatesBrokerageUSD 5 (millions)discontinued_operations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Sold Northshore International Insurance Services (NiiS). No specific headcount disclosed.
2005-06-30divestiture_reductioncompleted2005-03-31United StatesRisk ManagementUSD 14 (millions)discontinued_operations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Sold Gallagher Benefit Administrators, Inc. (GBA) for $9.2 million cash and $4.4 million promissory note. No specific headcount disclosed.
2005-06-30divestiture_reductioncompleted2005-06-30United StatesFinancial ServicesUSD 26 (millions)discontinued_operations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Sold ownership interests in Florida Community Development investment. No specific headcount disclosed.
2005-03-31acquisition_additioncompleted2005-01-01BrokerageUSD 6 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Horton Insurance Agency, Inc. and Marine Insurance Service, LLC effective Jan 1, 2005. Total recorded purchase price $5.5 million. Headcount not disclosed.
2005-03-31divestiture_reductioncompleted2005-03-31Risk Managementbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Sold Gallagher Benefit Administrators, Inc. (GBA). Pretax gain of $9.6 million recognized. Headcount not disclosed.
2005-03-31divestiture_reductioncompleted2005-03-31Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Sold Northshore International Insurance Services (NiiS). Pretax loss of $10.4 million recognized. Headcount not disclosed.
2005-03-31acquisition_additioncompleted2005-01-01Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Horton Insurance Agency, Inc. and Marine Insurance Service, LLC effective Jan 1, 2005. MD&A notes 'addition of employees associated with the acquisitions' but does not quantify headcount added.
2005-03-31divestiture_reductioncompleted2005-03-31Risk Management / Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Sold Gallagher Benefit Administrators, Inc. (GBA) and Northshore International Insurance Services (NiiS) in Q1 2005. Headcount removed not quantified.
2004-12-31acquisition_additioncompletedBrokeragebusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Nineteen insurance brokerage firms acquired during 2004 (eighteen asset purchases, one stock purchase) for total recorded purchase price of $153.8 million. MD&A attributes 2004 headcount growth primarily to acquisition-related employee additions; per-acquisition employee counts not disclosed. Acquisitions completed at various dates from January through December 2004.
2004-12-31restructuringcompletedLondon, United KingdomBrokerageUSD 3 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
One-time compensation-related restructuring charges for London operations recorded in 2004; employee count and completion timeline not disclosed.
2004-12-31acquisition_additioncompleted2005-01-01BrokerageItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Effective January 1, 2005, Gallagher acquired substantially all net assets of Marine Insurance Service, LLC for $1.5 million cash plus $0.8 million contingent earnout; employee count not disclosed. Occurred after the FY2004 period end.
2004-12-31acquisition_additioncompleted2005-01-01BrokerageItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Effective January 1, 2005, Gallagher acquired substantially all net assets of Horton Insurance Agency, Inc. of Oklahoma for $4.0 million cash plus $2.8 million contingent earnout; employee count not disclosed. Occurred after the FY2004 period end.
2004-12-31acquisition_additioncompleted2004-01-012004-12-31Primarily United States; one acquisition in AustraliaBrokerageUSD 154 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Nineteen insurance brokerage firms acquired during 2004 (18 asset purchases, 1 stock purchase) for $153.8M recorded purchase price (1,198 thousand shares plus $107.2M cash); acquired headcount not disclosed. Announcement dates vary by transaction (Jan-Dec 2004).
2004-12-31restructuringcompleted2004-01-012004-12-31United Kingdom (London)BrokerageUSD 3 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
One-time compensation-related restructuring charges for London operations included in the 2004 increase in Brokerage compensation expense; employees affected and completion timeline not disclosed.
2004-12-31acquisition_additioncompleted2005-01-012005-01-01United StatesBrokerageUSD 2 (millions)subsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Marine Insurance Service, LLC acquired effective 2005-01-01 for $1.5M cash plus contingent earnout of up to $0.8M; acquired headcount not disclosed.
2004-12-31acquisition_additioncompleted2005-01-012005-01-01United States (Oklahoma)BrokerageUSD 4 (millions)subsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Horton Insurance Agency, Inc. of Oklahoma acquired effective 2005-01-01 for $4.0M cash plus contingent earnout of up to $2.8M; acquired headcount not disclosed.
2004-09-30acquisition_additioncompleted2004-09-01United StatesBrokerageUSD 9 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $8.9M; no employee count disclosed for acquired workforce.
2004-09-30acquisition_additioncompleted2004-09-01United StatesBrokerageUSD 5 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $5.0M; no employee count disclosed for acquired workforce.
2004-09-30acquisition_additioncompleted2004-08-01United StatesBrokerageUSD 2 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $2.2M; no employee count disclosed for acquired workforce.
2004-09-30acquisition_additioncompleted2004-07-01United StatesBrokerageUSD 11 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $10.9M; no employee count disclosed for acquired workforce.
2004-09-30acquisition_additioncompleted2004-05-01United StatesBrokerageUSD 11 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $10.8M; no employee count disclosed for acquired workforce.
2004-09-30acquisition_additioncompleted2004-05-01United StatesBrokerageUSD 3 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $2.5M; no employee count disclosed for acquired workforce.
2004-09-30acquisition_additioncompleted2004-04-01United StatesBrokerageUSD 6 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $6.3M; no employee count disclosed for acquired workforce.
2004-09-30acquisition_additioncompleted2004-03-01United StatesBrokerageUSD 8 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $8.0M; no employee count disclosed for acquired workforce.
2004-09-30acquisition_additioncompleted2004-03-01United StatesBrokerageUSD 2 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $2.4M; no employee count disclosed for acquired workforce.
2004-09-30acquisition_additioncompleted2004-02-01United StatesBrokerageUSD 8 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $8.1M; no employee count disclosed for acquired workforce.
2004-09-30acquisition_additioncompleted2004-02-01United StatesBrokerageUSD 3 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $2.7M; no employee count disclosed for acquired workforce.
2004-09-30acquisition_additioncompleted2004-02-01United StatesBrokerageUSD 2 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $2.2M; no employee count disclosed for acquired workforce.
2004-09-30acquisition_additioncompleted2004-02-01United StatesBrokerageUSD 2 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $1.7M; no employee count disclosed for acquired workforce.
2004-09-30acquisition_additioncompleted2004-01-01United StatesRisk ManagementUSD 5 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Recorded purchase price of $5.0M; no employee count disclosed for acquired workforce.
2004-06-30acquisition_additioncompleted2004-01-01BrokerageUSD 5 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Risk Management Partners Ltd. acquired; recorded purchase price $5.0M. No employee count disclosed.
2004-06-30acquisition_additioncompleted2004-02-01BrokerageUSD 2 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Roberts & Eastland, LLC acquired; recorded purchase price $1.7M. No employee count disclosed.
2004-06-30acquisition_additioncompleted2004-02-01BrokerageUSD 2 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Persac Insurance Agency acquired; recorded purchase price $2.2M. No employee count disclosed.
2004-06-30acquisition_additioncompleted2004-02-01BrokerageUSD 3 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
R. P. O'Brien & Co., Inc. acquired; recorded purchase price $2.7M. No employee count disclosed.
2004-06-30acquisition_additioncompleted2004-02-01BrokerageUSD 8 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
The Romine Group, Inc. acquired; recorded purchase price $8.1M. No employee count disclosed.
2004-06-30acquisition_additioncompleted2004-03-01BrokerageUSD 2 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Don Laster Agency, Inc. acquired; recorded purchase price $2.4M. No employee count disclosed.
2004-06-30acquisition_additioncompleted2004-03-01BrokerageUSD 8 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
B&P International Insurance Brokerage LLC acquired; recorded purchase price $8.0M. No employee count disclosed.
2004-06-30acquisition_additioncompleted2004-04-01BrokerageUSD 6 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Edwin M. Rollins, Inc. acquired; recorded purchase price $6.3M. No employee count disclosed.
2004-06-30acquisition_additioncompleted2004-05-01BrokerageUSD 11 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Burch, Marcus, Pool, Krupp, Daniel & Babineaux, Inc. acquired; recorded purchase price $10.8M. No employee count disclosed.
2004-06-30acquisition_additioncompleted2004-05-01BrokerageUSD 3 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Specialty Advisory Services, Inc. acquired; recorded purchase price $2.5M. No employee count disclosed.
2004-06-30acquisition_additioncompleted2004-01-01VariousBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
MD&A states increase in employee headcount primarily relates to acquisitions accounted for as purchases made in the last 12 months. Note 3 lists 10 acquisitions between Jan 1 and May 1, 2004, but does not disclose specific headcount numbers.
2004-06-30acquisition_additioncompleted2004-01-01VariousRisk Managementbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
MD&A states increase in employee headcount relates to hiring additional staff to support claims activity related to new business generated. No specific acquisition headcount disclosed for this segment.
2004-03-31acquisition_additioncompleted2004-01-01VariousBrokerageUSD 30 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Gallagher acquired substantially all net assets of 7 firms (RMP, REP, Persac, RPO, RGP, DLA, BPI) in Q1 2004. Total recorded purchase price was $30.1 million. Specific headcount added is not disclosed, but MD&A notes 'addition of employees associated with the acquisitions'.
2003-12-31acquisition_additioncompletedMostly United States; also United Kingdom (Connor Hale Kerslake Limited) and Australia (Wyatt Gallagher Bassett Pty Ltd)Brokerage (13 firms); Risk Management (1 firm)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Fourteen acquisitions closed during 2003 (13 brokerage, 1 risk management) for a recorded purchase price of $79.8 million. MD&A links part of 2003 headcount growth to acquired personnel, but acquired employee counts are not quantified.
2003-12-31acquisition_additioncompletedUnited StatesBrokerage (insurance brokerage and services)subsequent_events
f5-10k / GLM-5.3-flash-HTML
Subsequent-event acquisition of Roberts, Eastland & Persac effective February 1, 2004; consideration included 12,000 shares, $3.5 million cash and a $1.5 million contingent earnout. Acquired headcount not quantified.
2003-12-31acquisition_additioncompleted2003-12-312003-12-31United States and AustraliaBrokerage and Risk ManagementUSD 80 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Fourteen companies acquired during 2003 (13 insurance brokerage, 1 risk management) for a recorded purchase price of $79.8 million; acquired headcount is not disclosed. Charge shown is total recorded purchase price, not a severance charge.
2003-12-31divestiture_reductioncompleted2003-12-312003-12-31Brokerageother
f5-10k / MiMo-V2.6-Flash-fp8-HTML
One branch operation was disposed of in 2003; filer states the net assets and operating results of disposed operations were not material. No headcount disclosed.
2003-12-31acquisition_additioncompleted2004-02-012004-02-01United StatesBrokerageUSD 4 (millions)subsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Roberts, Eastland & Persac acquired effective 2004-02-01 for 12,000 shares, $3.5 million cash and a contingent earnout of up to $1.5 million; disclosed as an event after fiscal year-end. No headcount disclosed.
2003-12-31acquisition_additioncompleted2003-01-01United States and InternationalBrokerage and Risk ManagementItem_1_Business
f5-10k / Qwen3.6-27B-NVFP4-MTP-HTML
Gallagher acquired 13 insurance brokerage firms and 1 risk management firm in 2003. Specific headcount not disclosed, but MD&A notes increase in employee headcount relates to acquisitions.
2003-09-30acquisition_additioncompletedBrokerageMD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
MD&A states increases in compensation expense are due to 'addition of employees associated with the acquisitions accounted for as purchases that were made in the last 12 months.' Specific headcount numbers for these acquisitions are not disclosed in this filing.
2003-06-30acquisition_additioncompleted2003-01-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of W. E. Kingsley Co. (KEW) effective January 1, 2003. Headcount not disclosed.
2003-06-30acquisition_additioncompleted2003-01-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of McRory & Company (MRC) effective January 1, 2003. Headcount not disclosed.
2003-06-30acquisition_additioncompleted2003-01-01United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Harman & McRory (HMR) effective January 1, 2003. Headcount not disclosed.
2003-06-30acquisition_additioncompleted2003-02-28United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of Benefits Planning & Insurance Agency, Inc. (BPI) effective February 28, 2003. Headcount not disclosed.
2003-06-30acquisition_additioncompleted2003-05-31United StatesBrokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquisition of J. A. Lorenzo & Co., Ltd. (JAL) effective May 31, 2003. Headcount not disclosed.
2003-03-31acquisition_additioncompleted2003-01-01Brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of W. E. Kingsley Co.; no employee headcount disclosed
2003-03-31acquisition_additioncompleted2003-01-01Brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of McRory & Company; no employee headcount disclosed
2003-03-31acquisition_additioncompleted2003-01-01Brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of Harman & McRory; no employee headcount disclosed
2003-03-31acquisition_additioncompleted2003-02-28Brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of Benefits Planning & Insurance Agency; no employee headcount disclosed
2003-03-31acquisition_additioncompleted2003-01-01BrokerageUSD 20 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired W. E. Kingsley Co., McRory & Company, Harman & McRory, and Benefits Planning & Insurance Agency, Inc. Total purchase price $20.1 million. Employee count not disclosed.
2003-03-31restructuringcompleted2003-03-31Financial ServicesUSD 26 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Decided to withdraw support for venture capital investments, resulting in $25.7 million pretax charge. Employee count not disclosed.
2002-12-31acquisition_additioncompletedInsurance Brokerage Services (all except MountainView Software acquisition, allocated to Risk Management Services)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Ten insurance brokerage and risk management firms acquired for common stock and/or cash using purchase accounting; closing dates span 2002-02-28 to 2002-11-30. Recorded purchase price $57.6 million plus $20.5 million maximum contingent payables. No employee counts disclosed; MD&A attributes part of the ~9% 2002 headcount increase to employees added via these acquisitions.
2002-12-31acquisition_additioncompletedAirplane leasing company (90%-owned subsidiary)USD 47 (millions)business_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Second quarter of 2002: subsidiary acquired a leasing company renting two cargo airplanes to the French postal service, acquiring $47.0 million of assets and assuming $38.2 million of non-recourse debt. Employee count not disclosed.
2002-12-31acquisition_additioncompleted2003-01-01Kentucky, United StatesWholesale insurance brokerageItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Post-fiscal-year event: W. E. Kingsley Company, Inc. net assets acquired effective 2003-01-01 for 101,000 common shares. No employee count disclosed.
2002-12-31acquisition_additioncompleted2003-01-01Washington, United StatesInsurance brokerageItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Post-fiscal-year event: McRory & Company and Harman & McRory Company net assets acquired effective 2003-01-01 for 54,000 and 49,000 common shares, respectively. No employee count disclosed.
2002-12-31acquisition_additioncompleted2003-03-01California, United StatesBenefits insuranceItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Post-fiscal-year event: Benefits Planning & Insurance Agency, Inc. net assets acquired effective 2003-03-01 for 577,000 common shares plus a contingent obligation of up to $8.5 million payable in additional shares. No employee count disclosed.
2002-12-31acquisition_additioncompletedUnited StatesInsurance Brokerage Services; Risk Management ServicesUSD 58 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Ten insurance brokerage and risk management firms acquired during 2002 for aggregate purchase price of $57.6 million; no headcount added is disclosed. MD&A attributes part of the 9% headcount increase to these acquisitions.
2002-12-31acquisition_additioncompletedIreland / FranceFinancial Servicesbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
A 90% owned subsidiary acquired a cargo airplane leasing company in Q2 2002 (assets of $47.0 million, non-recourse debt of $38.2 million); headcount added not disclosed
2002-12-31acquisition_additioncompletedUnited KingdomInsurance Brokerage ServicesMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
MD&A cites a United Kingdom-based acquisition completed in Q4 2001 as contributing to 2002 foreign revenue growth; headcount not disclosed
2002-09-30acquisition_additioncompleted450United StatesInsurance Brokerage ServicesMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
450 employees from eight purchase acquisitions completed in the twelve months to September 30, 2002; count covers a 12-month window, not the quarter alone
2002-09-30othercompleted130United StatesProduction / salesMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
130 additional production personnel hired over the fifteen months to September 30, 2002 to generate future revenue growth; organic hiring, not a discrete action
2002-09-30acquisition_additioncompleted450MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
450 employees associated with acquisitions accounted for as purchases made in the last 12 months.
2002-09-30acquisition_additioncompleted450MD&A
f5-10q / Qwen3.6-27B-Q8_0
450 employees associated with acquisitions accounted for as purchases made in the last 12 months.
2002-06-30acquisition_additioncompleted2002-02-28Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired substantially all net assets of Life Plans Unlimited, Inc.; recorded purchase price $4.43 million plus up to $3.0 million contingent payable. No headcount disclosed.
2002-06-30acquisition_additioncompleted2002-02-28Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired substantially all net assets of Tom Sherwin Insurance Agency for $0.8 million cash plus up to $0.6 million contingent payable. No headcount disclosed.
2002-06-30acquisition_additioncompleted2002-04-01Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired substantially all net assets of NiiS/APEX Group Holdings, Inc. for $21.1 million (643 thousand shares) plus up to $2.0 million contingent payable. No headcount disclosed.
2002-06-30acquisition_additioncompleted2002-04-30Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired substantially all net assets of Cornwall & Stevens Co., Inc. for $2.0 million. No headcount disclosed.
2002-06-30acquisition_additioncompleted2002-05-31Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired substantially all net assets of Manning & Smith Insurance, Inc. for $9.7 million (274 thousand shares) plus up to $7.5 million contingent payable. No headcount disclosed.
2002-06-30acquisition_additioncompleted2002-05-31Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired substantially all net assets of Roberts & Roberts Insurance Agency, Inc. for $3.1 million (87 thousand shares) plus up to $1.7 million contingent payable. No headcount disclosed.
2002-06-30acquisition_additioncompleted2002-05-31Risk Management Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired substantially all net assets of MountainView Software Corporation for $0.5 million (15 thousand shares) plus up to $1.1 million contingent payable; intangibles allocated to Risk Management Services segment. No headcount disclosed.
2002-06-30acquisition_additioncompleted2002-05-31CorporateMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
A 90%-owned limited partnership acquired a leasing company holding two cargo airplanes; operations consolidated into Gallagher in Q2 2002 (assets $47.0 million, non-recourse debt $38.2 million). No headcount disclosed.
2002-06-30divestiture_reductioncompletedInsurance Brokerage ServicesMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Sale of a book of brokerage business in 2002 generated a $2.5 million gain (vs. $2.4 million gain on a similar 2001 sale); no headcount or workforce impact disclosed.
2002-06-30acquisition_additioncompleted2002-02-28Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Life Plans Unlimited, Inc. and Tom Sherwin Insurance Agency. Headcount not disclosed.
2002-06-30acquisition_additioncompleted2002-04-01Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired NiiS/APEX Group Holdings, Inc. Headcount not disclosed.
2002-06-30acquisition_additioncompleted2002-04-30Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Cornwall & Stevens Co., Inc. Headcount not disclosed.
2002-06-30acquisition_additioncompleted2002-05-31Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Manning & Smith Insurance, Inc. Headcount not disclosed.
2002-06-30acquisition_additioncompleted2002-05-31Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Roberts & Roberts Insurance Agency, Inc. Headcount not disclosed.
2002-06-30acquisition_additioncompleted2002-05-31Risk Management Servicesbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired MountainView Software Corporation. Headcount not disclosed.
2002-03-31acquisition_additioncompleted2002-02-28Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Life Plans Unlimited, Inc. and Tom Sherwin Insurance Agency, Inc. on Feb 28, 2002. MD&A confirms employees associated with these acquisitions contributed to headcount increase, but specific employee counts are not disclosed.
2002-03-31acquisition_additioncompleted2002-02-28Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Life Plans Unlimited, Inc. and Tom Sherwin Insurance Agency, Inc. on Feb 28, 2002. MD&A states headcount increase relates to employees associated with these acquisitions, but no specific count is provided.
2001-12-31acquisition_additioncompleted2001-02-282001-02-28United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
MDM Insurance Associates, Inc. (California); pooling of interests; 752,000 shares issued; three principals and ten key employees entered employment agreements
2001-12-31acquisition_additioncompleted2001-02-282001-02-28United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
SKANCO International, Ltd. (Arizona); pooling of interests; 263,000 shares issued; two principals entered employment agreements
2001-12-31acquisition_additioncompleted2001-02-282001-02-28United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Madison Scott & Associates, Inc. (Texas); benefits insurance business; pooling of interests; 34,000 shares issued
2001-12-31acquisition_additioncompleted2001-05-012001-05-01United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Texas Insurance Agency, Inc.-Houston; purchase accounting; $4,565,000 cash plus $1,500,000 contingent obligation; two principals and six key employees entered employment agreements
2001-12-31acquisition_additioncompleted2001-05-312001-05-31United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
The Galtney Group, Inc. dba Healthcare Insurance Services (Texas); pooling of interests; 3,330,000 shares issued; one principal, three key employees, and thirty-eight key employees entered employment agreements
2001-12-31acquisition_additioncompleted2001-05-312001-05-31United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Nelson/Monarch Insurance Services, Ltd. (Kentucky); pooling of interests; 109,000 shares issued; one principal and one key employee entered employment agreements
2001-12-31acquisition_additioncompleted2001-07-312001-07-31United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
The InWest Group, Inc. (Texas); pooling of interests; 407,000 shares issued; four principals and two key employees entered employment agreements
2001-12-31acquisition_additioncompleted2001-07-312001-07-31United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Burgess & Associates, Inc. (Kansas); benefits insurance business; pooling of interests; 73,000 shares issued; four principals and two key employees entered employment agreements
2001-12-31acquisition_additioncompleted2001-08-312001-08-31United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
E.S. Susanin, Inc. (Connecticut); pooling of interests; 109,000 shares issued; one principal and two key employees entered employment agreements
2001-12-31acquisition_additioncompleted2001-08-312001-08-31United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Midwest Surety Services, Inc. (Wisconsin); pooling of interests; 32,000 shares issued; one principal entered employment agreement
2001-12-31acquisition_additioncompleted2001-08-312001-08-31United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Central Surety Agency, Inc. (Wisconsin); pooling of interests; 26,000 shares issued; one principal entered employment agreement
2001-12-31acquisition_additioncompleted2001-09-012001-09-01United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Henderson Philips Fine Arts (Washington D.C.); purchase accounting; $350,000 cash plus $1,150,000 contingent obligation; two key employees entered employment agreements
2001-12-31acquisition_additioncompleted2001-10-312001-10-31United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Cashan & Company (New Jersey); purchase accounting; 307,000 shares issued; three principals entered employment agreements
2001-12-31acquisition_additioncompleted2001-10-312001-10-31United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Hartstein Associates, Inc. (New Jersey); benefits insurance business; purchase accounting; 91,000 shares plus $3,000,000 cash and $4,500,000 contingent obligation; one principal and two key employees entered employment agreements
2001-12-31acquisition_additioncompleted2001-11-012001-11-01United KingdomInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
MRS Holdings Limited (United Kingdom); purchase accounting; 280,000 shares issued; nine principals entered employment agreements
2001-12-31acquisition_additioncompleted2001-12-012001-12-01United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Equity Insurance Managers, Inc. (Kentucky); purchase accounting; $9,200,000 cash plus $800,000 contingent obligation; three key employees entered employment agreements
2001-12-31divestiture_reductioncompletedUnited StatesRisk Management Servicesother
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Gallagher sold a benefits administration book of business during 2001; gain of $2,375,000 recorded; no headcount disclosed
2001-09-30acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Ten insurance brokerage firms acquired during the nine-month period in exchange for common stock (The Galtney Group, MDM Insurance Associates, The InWest Group, SKANCO International, Nelson/Monarch, E.S. Susanin, Burgess & Associates, Madison Scott & Associates, Midwest Surety Services, Central Surety Agency); accounted for as poolings of interests with prior periods restated. No employee headcount disclosed for any acquisition.
2001-09-30acquisition_additioncompleted2001-05-01United StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Texas Insurance Agency, Inc.-Houston acquired effective May 1, 2001 for $4.6 million cash plus a $1.5 million contingent obligation; accounted for as a purchase and immaterial to the financial statements. No employee headcount disclosed.
2001-06-30acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
The Galtney Group, Inc. dba Healthcare Insurance Services acquired for 3,330,000 shares; accounted for as a pooling of interests with prior periods restated. No employee count disclosed.
2001-06-30acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
MDM Insurance Associates, Inc. acquired for 752,000 shares; pooling of interests. No employee count disclosed.
2001-06-30acquisition_additioncompletedInternationalInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
SKANCO International, Ltd. acquired for 263,000 shares; pooling of interests. No employee count disclosed.
2001-06-30acquisition_additioncompletedInternationalInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Nelson/Monarch Insurance Services, Ltd. acquired for 109,000 shares; pooling of interests. No employee count disclosed.
2001-06-30acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Madison Scott & Associates, Inc. acquired for 34,000 shares; pooling of interests. No employee count disclosed.
2001-06-30acquisition_additioncompleted2001-05-012001-05-01United States (Houston, Texas)Insurance Brokerage ServicesUSD 5 (millions)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Texas Insurance Agency, Inc.-Houston acquired effective May 1, 2001 for $4.6 million cash plus a $1.5 million contingent obligation; accounted for as a purchase and deemed not material. No employee count disclosed.
2001-06-30acquisition_additioncompleted2001-06-30United StatesInsurance Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired net assets of six firms (Galtney Group, MDM Insurance, SKANCO, Nelson/Monarch, Madison Scott, Texas Insurance Agency). Five accounted for as poolings of interests. No specific headcount disclosed.
2001-03-31acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired substantially all net assets of MDM Insurance Associates, Inc. for 752,000 common shares; accounted for as a pooling of interests. No employee headcount disclosed.
2001-03-31acquisition_additioncompletednot disclosedInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired substantially all net assets of SKANCO International, Ltd. for 263,000 common shares; pooling of interests. No employee headcount disclosed.
2001-03-31acquisition_additioncompletednot disclosedInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired substantially all net assets of Madison Scott & Associates, Inc. for 34,000 common shares; pooling of interests. No employee headcount disclosed.
2000-12-31divestiture_reductioncompleted2000other
f5-10k / GLM-5.3-flash-HTML
Several underperforming or geographically undesirable operations sold during 2000; aggregate gains of $1,823,000 and proceeds of $2,334,000 recorded. Operations not material; employee impact not disclosed.
2000-12-31acquisition_additioncompleted2000-02-29AustraliaInsurance Brokerage Services (reinsurance brokerage)USD 2 (millions)Item_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired 60% of net assets of MBR Pty Limited for $2.1 million initial cash payment (purchase consideration, not a restructuring charge); purchase accounting. Eight principals and seven key employees signed three-year employment agreements.
2000-12-31acquisition_additioncompleted2000-02-29Minnesota, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired substantially all net assets of R. L. Youngdahl & Associates for 138,000 AJG shares; pooling of interests. One principal (3-yr) and one key employee (2-yr) employment agreements.
2000-12-31acquisition_additioncompleted2000-02-29Missouri, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired substantially all net assets of Rebholz Insurance Agency for 84,000 AJG shares; pooling of interests. Three principals signed three-year employment agreements.
2000-12-31acquisition_additioncompleted2000-02-29Minnesota, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired substantially all net assets of Towle Agency for 74,000 AJG shares; pooling of interests. Two principals (3-yr) and two key employees (2-yr) employment agreements.
2000-12-31acquisition_additioncompleted2000-02-29Illinois, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired substantially all net assets of Powell Insurance Services for 39,000 AJG shares; pooling of interests. Principal signed three-year employment agreement.
2000-12-31acquisition_additioncompleted2000-05-01Missouri, USInsurance Brokerage Services (benefits insurance)USD 340 (thousands)Item_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired substantially all net assets of Joe E. Martin for $340,000 initial cash payment (purchase consideration, not a restructuring charge); purchase accounting. Principal signed three-year employment agreement.
2000-12-31acquisition_additioncompleted2000-05-31Michigan, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired substantially all net assets of Universico Group for 292,000 AJG shares; pooling of interests. Four principals and one key employee (3-yr); four key employees (2-yr) employment agreements.
2000-12-31acquisition_additioncompleted2000-05-31Texas, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired substantially all net assets of Davis-Poston & Associates for 150,000 AJG shares; pooling of interests. Two principals (3-yr) and three principals (19-month) employment agreements.
2000-12-31acquisition_additioncompleted2000-05-31South Carolina, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired substantially all net assets of Bultman/Bell Associates for 136,000 AJG shares; pooling of interests. Three principals signed three-year employment agreements.
2000-12-31acquisition_additioncompleted2000-08-31New Jersey, USInsurance Brokerage Services (reinsurance brokerage)Item_1_Business
f5-10k / GLM-5.3-flash-HTML
Largest 2000 stock-for-assets deal: acquired substantially all net assets of John P. Woods Co. for 1,816,000 AJG shares; pooling of interests. Fourteen principals signed three-year employment agreements.
2000-12-31acquisition_additioncompleted2000-08-31Maryland, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired substantially all net assets of Atlantic Risk Management for 208,000 AJG shares; pooling of interests. Three principals and two key employees signed three-year employment agreements.
2000-12-31acquisition_additioncompleted2000-08-31California, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired substantially all net assets of R. G. Speno for 88,000 AJG shares; pooling of interests. Principal (3-yr) and key employee (2-yr) employment agreements.
2000-12-31acquisition_additioncompleted2000-08-31Illinois, USInsurance Brokerage Services (benefits insurance)Item_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired Murphy Consultants for 58,000 AJG shares; pooling of interests. Principal and a key employee signed three-year employment agreements.
2000-12-31acquisition_additioncompleted2000-11-30Washington, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired substantially all net assets of Persing, Dyckman & Toynbee for 246,000 AJG shares; pooling of interests. Two principals (3-yr) and two key employees (2-yr) employment agreements.
2000-12-31acquisition_additioncompleted2000-11-30Massachusetts, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired substantially all net assets of Castle Insurance Associates for 144,000 AJG shares; pooling of interests. Four principals and one key employee signed three-year employment agreements.
2000-12-31acquisition_additioncompleted2000-11-30Illinois, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Acquired substantially all net assets of SiliconInsurance for 33,000 AJG shares; pooling of interests. Principal signed two-year employment agreement.
2000-12-31acquisition_additioncompleted2001-02-28California, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Completed February 28, 2001, after fiscal year-end. Acquired substantially all net assets of MDM Insurance Associates for 752,000 AJG shares; pooling of interests. Three principals (3-yr) and ten key employees (2-yr) employment agreements.
2000-12-31acquisition_additioncompleted2001-02-28Arizona, USInsurance Brokerage ServicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Completed February 28, 2001, after fiscal year-end. Acquired substantially all net assets of SKANCO International for 263,000 AJG shares; pooling of interests. Two principals signed three-year employment agreements.
2000-12-31acquisition_additioncompleted2001-02-28Texas, USInsurance Brokerage Services (benefits insurance)Item_1_Business
f5-10k / GLM-5.3-flash-HTML
Completed February 28, 2001, after fiscal year-end. Acquired substantially all net assets of Madison Scott & Associates for 34,000 AJG shares; pooling of interests. Principal signed three-year employment agreement.
2000-12-31acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
14 insurance brokerage firms and 2 benefits consulting companies acquired in 2000; no employee counts disclosed for acquired entities
2000-12-31acquisition_additioncompletedAustraliaInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
60% of MBR Pty Limited acquired Feb 29, 2000; 8 principals and 7 key employees entered three-year employment agreements; no total headcount disclosed
2000-12-31acquisition_additioncompletedUnited StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Three acquisitions completed after fiscal year-end (Feb 28, 2001): MDM Insurance Associates, SKANCO International, Madison Scott & Associates; no employee counts disclosed
2000-06-30acquisition_additioncompleted2000-02-29AustraliaReinsurance brokerage and servicesUSD 2 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired 60% of MBR Pty Limited for $2.1 million cash. Headcount not disclosed.
2000-06-30acquisition_additioncompleted2000-05-01United StatesEmployee benefits broker and consultantUSD 0 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Joe E. Martin, Inc. for $340,000 cash. Headcount not disclosed.
2000-06-30acquisition_additioncompleted2000-06-30United StatesInsurance brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Universico Group, Ltd., Davis-Poston & Associates, Inc., R. L. Youngdahl & Associates, Inc., Bultman/Bell Associates, Inc., Rebholz Insurance Agency, Inc., Towle Agency, Inc., and Powell Insurance Services, Inc. via stock exchange. Headcount not disclosed.
2000-03-31acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
R. L. Youngdahl & Associates, Inc. acquired for 69,000 shares; accounted for as a pooling of interests. Headcount added not disclosed.
2000-03-31acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Rebholz Insurance Agency, Inc. acquired for 42,000 shares; pooling of interests. Headcount added not disclosed.
2000-03-31acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Towle Agency, Inc. acquired for 37,000 shares; pooling of interests. Headcount added not disclosed.
2000-03-31acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Powell Insurance Services, Inc. acquired for 19,000 shares; pooling of interests. Headcount added not disclosed.
2000-03-31acquisition_additioncompleted2000-02-29AustraliaFinancial Services (reinsurance brokerage)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired 60% of net assets of MBR Pty Limited for an initial $2.1 million cash payment; accounted for as a purchase and described as not material. Headcount added not disclosed.
2000-03-31acquisition_additioncompleted2000-03-31United StatesInsurance Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired R. L. Youngdahl & Associates, Inc., Rebholz Insurance Agency, Inc., Towle Agency, Inc., and Powell Insurance Services, Inc. accounted for as poolings of interests. Headcount not disclosed.
2000-03-31acquisition_additioncompleted2000-02-29AustraliaReinsurance BrokerageUSD 2 (millions)business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired 60% of MBR Pty Limited for $2.1 million cash. Headcount not disclosed.
1999-12-31acquisition_additioncompleted1999-11-30Louisiana, United StatesInsurance brokerage and servicesbusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Sternfels Insurance Agency acquired for 96,000 shares (pooling of interests); Item 1 reports four principals and two key employees entered three-year employment agreements. Acquired employee headcount not disclosed.
1999-12-31acquisition_additioncompleted1999-08-31North Carolina, United StatesBenefits consultingbusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Group Benefit Concepts, Inc. acquired for 91,000 shares (pooling of interests); Item 1 reports three principals entered three-year employment agreements. Acquired employee headcount not disclosed.
1999-12-31acquisition_additioncompleted1999-08-31Washington, D.C., United StatesBenefits consultingbusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Stanley E. Clark & Associates acquired for 61,000 shares (pooling of interests); Item 1 reports one employee entered a two-year employment agreement. Acquired employee headcount not disclosed.
1999-12-31acquisition_additioncompleted1999-05-01California, United StatesInsurance brokeragebusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
R. W. Thom & Company acquired as a purchase for a cash payment of $250,000; Item 1 reports the principal entered a three-year employment agreement. Acquired employee headcount not disclosed.
1999-12-31acquisition_additioncompleted1999-02-28California, United StatesInsurance brokerage and servicesbusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Goodman Insurance Agency acquired for 315,000 shares (pooling of interests); Item 1 reports the principal entered a three-year employment agreement. Acquired employee headcount not disclosed.
1999-12-31acquisition_additioncompleted1999-02-28Texas, United StatesInsurance brokerage and servicesbusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Dodson-Bateman & Company acquired for 295,000 shares (pooling of interests); Item 1 reports two principals and one key employee entered three-year employment agreements. Acquired headcount not disclosed.
1999-12-31acquisition_additioncompleted1999-02-28California, United StatesInsurance brokerage and servicesbusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Associated Risk Managers of California (dba ARM of California) acquired for 198,000 shares (pooling of interests); Item 1 reports one principal entered a three-year employment agreement. Headcount not disclosed.
1999-12-31acquisition_additioncompleted2000-02-29AustraliaReinsurance brokerage and servicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Post-year-end acquisition of 60% of net assets of MBR Pty Limited for $2,100,000 initial cash (purchase); Item 1 reports eight principals and seven key employees entered three-year agreements. Acquired headcount not disclosed. Occurred after fiscal 1999 year-end.
1999-12-31acquisition_additioncompleted2000-02-29Minnesota, United StatesInsurance brokerage and servicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Post-year-end acquisition of R. L. Youngdahl & Associates for 69,000 shares (pooling); one principal (three-year) and one key employee (two-year) employment agreements reported. Acquired headcount not disclosed.
1999-12-31acquisition_additioncompleted2000-02-29Missouri, United StatesInsurance brokerage and servicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Post-year-end acquisition of Rebholz Insurance Agency for 42,000 shares (pooling); three principals entered three-year employment agreements. Acquired employee headcount not disclosed.
1999-12-31acquisition_additioncompleted2000-02-29Minnesota, United StatesInsurance brokerage and servicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Post-year-end acquisition of Towle Agency for 37,000 shares (pooling); two principals (three-year) and one key employee (two-year) employment agreements reported. Acquired headcount not disclosed.
1999-12-31acquisition_additioncompleted2000-02-29Illinois, United StatesInsurance brokerage and servicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Post-year-end acquisition of Powell Insurance Services for 19,000 shares (pooling); one principal entered a three-year employment agreement. Acquired employee headcount not disclosed.
1999-12-31acquisition_additioncompleted1999-02-281999-02-28United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Three acquisitions completed on 1999-02-28 (Goodman Insurance Agency, Dodson-Bateman & Company, ARM of California) in exchange for 808,000 shares total; headcount not disclosed
1999-12-31acquisition_additioncompleted1999-05-011999-05-01United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
R.W. Thom & Company acquired for $250,000 cash; headcount not disclosed
1999-12-31acquisition_additioncompleted1999-08-311999-08-31United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Two benefits consulting acquisitions (Group Benefit Concepts, Stanley E. Clark & Associates) in exchange for 152,000 shares total; headcount not disclosed
1999-12-31acquisition_additioncompleted1999-11-301999-11-30United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Sternfels Insurance Agency acquired for 96,000 shares; headcount not disclosed
1999-09-30acquisition_additioncompletedInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Net assets of Goodman Insurance Agency acquired for 157,385 common shares, accounted for as a pooling of interests; no employee count disclosed.
1999-09-30acquisition_additioncompletedInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Net assets of Dodson-Bateman & Company acquired for 147,480 common shares, pooling of interests; no employee count disclosed.
1999-09-30acquisition_additioncompletedUnited States (California)Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Net assets of ARM of California (Insurance Producers) acquired for 99,054 common shares, pooling of interests; no employee count disclosed.
1999-09-30acquisition_additioncompletedInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Net assets of Group Benefit Concepts, Inc. acquired for 45,764 common shares, pooling of interests; no employee count disclosed.
1999-09-30acquisition_additioncompletedInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Net assets of Stanley E. Clarke and Associates, Inc. acquired for 30,509 common shares, pooling of interests; no employee count disclosed.
1999-09-30acquisition_additioncompleted1999-05-01United States (California)Insurance Brokerage ServicesUSD 250,000 (units)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
R. W. Thom & Company acquired for an initial cash payment of $250,000, accounted for as a purchase; described as not material; no employee count disclosed.
1999-06-30acquisition_additioncompletedInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of substantially all net assets of Goodman Insurance Agency, Inc. for 157,385 common shares, accounted for as a pooling of interests; no employee count disclosed.
1999-06-30acquisition_additioncompletedInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of substantially all net assets of Dodson-Bateman & Company for 147,480 common shares, pooling of interests; no employee count disclosed.
1999-06-30acquisition_additioncompletedUnited States (California)Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of Associated Risk Managers of California (ARM of California) for 99,054 common shares, pooling of interests; no employee count disclosed.
1999-06-30acquisition_additioncompleted1999-05-01United States (California)Insurance Brokerage ServicesUSD 250 (thousands)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
May 1, 1999 purchase of substantially all net assets of R. W. Thom & Company, Inc. (retail insurance brokerage) for an initial $250 thousand cash payment; accounted for as a purchase and deemed immaterial; no employee count disclosed.
1999-03-31acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired net assets of Goodman Insurance Agency, Inc. for 157,385 shares; accounted for as pooling of interests; no employee count disclosed.
1999-03-31acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired net assets of Dodson-Bateman & Company for 147,480 shares; pooling of interests; no employee count disclosed.
1999-03-31acquisition_additioncompletedUnited States (California)Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired net assets of Associated Risk Managers of California (ARM of California) for 99,054 shares; pooling of interests; no employee count disclosed.
1999-03-31acquisition_additioncompleted1999-05-01United States (California)Insurance Brokerage Servicesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Post-quarter acquisition of R. W. Thom & Company net assets for cash, described as not material; no employee count disclosed.
1999-03-31acquisition_additioncompleted1999-03-31United StatesInsurance Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired substantially all net assets of Goodman Insurance Agency, Inc., Dodson-Bateman & Company, and Associated Risk Managers of California (ARM of California) via pooling of interests. Headcount not explicitly disclosed.
1999-03-31acquisition_additioncompleted1999-05-01CaliforniaInsurance Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired substantially all net assets of R. W. Thom & Company. Transaction disclosed as subsequent event. Headcount not explicitly disclosed.
1998-12-31acquisition_additioncompleted1998Insurance brokerage and benefits consultingbusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
During 1998 the Company acquired twelve insurance brokerage firms and one benefits consulting company for 681,000 common shares (pooling of interests); employee headcount added was not disclosed.
1998-12-31acquisition_additioncompleted1998Insurance brokeragebusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
In 1998 the Company also acquired the net assets of three insurance brokerage firms for cash and notes payable; filing states these purchase transactions were not material; headcount added not disclosed.
1998-12-31acquisition_additioncompleted1999-02-28CaliforniaInsurance brokerage and servicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Subsequent event after fiscal 1998 year-end: Goodman Insurance Agency, Inc. assets acquired for 157,385 shares (pooling of interests); principal signed three-year employment agreement; headcount not disclosed.
1998-12-31acquisition_additioncompleted1999-02-28TexasInsurance brokerage and servicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Subsequent event after fiscal 1998 year-end: Dodson-Bateman & Company assets acquired for 147,480 shares (pooling of interests); two principals and one key employee signed three-year employment agreements; headcount not disclosed.
1998-12-31acquisition_additioncompleted1999-02-28CaliforniaInsurance brokerage and servicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Subsequent event after fiscal 1998 year-end: Associated Risk Managers of California, Insurance Producers assets acquired for 99,054 shares (pooling of interests); one principal signed three-year employment agreement; headcount not disclosed.
1998-12-31acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
In 1998 the Company acquired substantially all net assets of twelve insurance brokerage firms and one benefits consulting company in exchange for 681,000 shares of common stock, accounted for as poolings of interests. No headcount disclosed.
1998-12-31acquisition_additioncompletedUnited StatesInsurance Brokerage Servicesbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
In 1998 the Company acquired net assets of three insurance brokerage firms for cash and notes payable, accounted for as purchases. No headcount disclosed.
1998-12-31acquisition_additioncompletedUnited StatesRisk Management Servicesbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
In 1997 the Company acquired a majority equity interest in a risk management company for cash, accounted for as a purchase. No headcount disclosed.
1998-12-31acquisition_additioncompleted1999-02-281999-02-28United StatesInsurance Brokerage Servicessubsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Three acquisitions completed February 28, 1999 (Goodman Insurance Agency, Dodson-Bateman & Company, Associated Risk Managers of California) in exchange for common stock, accounted for as poolings of interests. No headcount disclosed.
1998-12-31acquisition_additioncompleted1999-05-011999-05-01United StatesInsurance Brokerage ServicesItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
R.W. Thom & Company acquired May 1, 1999 for initial cash payment of $250,000, accounted for as a purchase. No headcount disclosed.
1998-09-30acquisition_additioncompletedUnited StatesInsurance brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Poolings of interests: EBC (Employee Benefits of The Carolinas), Martin Gordon & Jones, McElveen Insurance Agency, Flynn Associates and four smaller firms, exchanged for 371,000 common shares; headcount added not disclosed; deemed not significant so prior periods were not restated
1998-09-30acquisition_additioncompletedInsurance brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Two insurance brokerage operations acquired for cash during the nine months ended September 30, 1998, accounted for as purchases; headcount added not disclosed
1998-09-30acquisition_additioncompleted1998-10-01Insurance brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Subsequent-event acquisition of an additional insurance brokerage operation effective October 1, 1998, accounted for as a purchase; headcount added not disclosed
1998-06-30acquisition_additioncompletedUnited StatesInsurance brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Six agencies acquired in H1 1998 for 234,000 shares, accounted for as poolings of interests; no employee counts disclosed. A separate May 1998 cash purchase of a brokerage operation is also noted without headcount.
1998-06-30acquisition_additioncompleted1998-06-30United StatesInsurance Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Company acquired net assets of EBC, Inc., Martin, Gordon & Jones, Inc., McElveen Insurance Agency, Inc., and three other companies. Acquisitions accounted for as poolings of interests. No headcount disclosed.
1998-06-30acquisition_additioncompleted1998-05-01UnspecifiedInsurance Brokeragebusiness_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Company acquired net assets of an insurance brokerage operation in May 1998. Accounted for as a purchase. Transaction not material. No headcount disclosed.
1998-03-31acquisition_additioncompletedUnited StatesInsurance brokerage / employee benefitsbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired net assets of EBC, Inc. (d/b/a Employee Benefits of The Carolinas), Martin, Gordon & Jones, Inc. and three smaller companies in exchange for 126,000 common shares; no employee headcount added was disclosed.
1997-09-30acquisition_additioncompleted1997-01-01United Statesbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired substantially all net assets of Byerly & Company, Arnold & Company and Trinder & Norwood in exchange for 263,000 common shares, accounted for as poolings of interests; no employee counts disclosed.
1997-09-30acquisition_additioncompleted1997-04-02Australiabusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired a 50% interest in Wyatt Group Pty Ltd., accounted for as a purchase; stated as not material, no employee counts disclosed.
1997-09-30restructuringcompletedLondonDefined benefit pension planUSD -5 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Non-recurring gain of $4.8 million recognized in Q2 1997 from restructuring and settlement of a defined benefit pension plan at a London subsidiary. No specific employee count disclosed.
1997-09-30restructuringcompletedUnited KingdomLondon subsidiaryUSD -5 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Non-recurring gain of $4.8 million recognized in Q2 1997 from restructuring and settlement of a defined benefit pension plan.
1997-09-30acquisition_additioncompletedbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Byerly & Company, Inc., Arnold & Company, Inc., and Trinder & Norwood, Inc. in exchange for 263,000 shares. Headcount not disclosed.
1997-09-30acquisition_additioncompleted1997-04-02Australiabusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired 50% interest in Wyatt Group Pty Ltd. Headcount not disclosed.
1997-06-30restructuringcompleted1997-06-301997-06-30United KingdomLondon subsidiaryUSD -5 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Non-recurring gain of $4.8 million recognized from restructuring and settlement of a defined benefit pension plan at a London subsidiary.
1997-06-30restructuringcompleted1997-06-301997-06-30United KingdomFacilitiesUSD 2 (millions)MD&A
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Gain of $1.8 million recognized on the restructuring of a long term lease for facilities in the U.K.
1997-06-30restructuringcompletedUnited KingdomLondon subsidiaryUSD -5 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0
Non-recurring gain of $4.8 million from restructuring and settlement of a defined benefit pension plan. Employee count not disclosed.
1997-06-30acquisition_additioncompletedbusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Byerly & Company, Inc., Arnold & Company, Inc., and Trinder & Norwood, Inc. Headcount added not disclosed.
1997-06-30acquisition_additioncompleted1997-04-02Australiabusiness_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired 50% interest in Wyatt Group Pty Ltd. Headcount added not disclosed.
1996-12-31acquisition_additioncompletedInsurance brokerage and investigative servicesbusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Six businesses (five insurance brokerage firms and one investigative services company) acquired during 1996 in exchange for 1,115,000 common shares; accounted for as poolings of interests; employee headcount added not disclosed.
1996-12-31acquisition_additioncompletedRisk management servicesbusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Majority equity interest in a risk management company acquired during 1996; accounted for as a purchase; employee headcount added not disclosed.
1996-12-31acquisition_additioncompleted1997-01-01Colorado, United StatesEmployee benefitsItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Byerly & Company, Inc. assets acquired January 1, 1997 (after fiscal year-end) for 164,370 common shares as a pooling of interests; four principals entered two-year employment agreements; headcount not disclosed.
1996-12-31acquisition_additioncompleted1997-01-02Michigan, United StatesRetirement planning and actuarial servicesItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Arnold & Company, Inc. assets acquired January 2, 1997 (after fiscal year-end) for 41,080 common shares as a pooling of interests; one principal entered a two-year employment agreement; headcount not disclosed.
1996-12-31acquisition_additioncompletedUnited StatesInsurance brokerage / risk managementItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Six insurance services businesses acquired during 1996 (five brokerage firms and one investigative services company) in exchange for 1,115,000 shares; headcount added not disclosed
1996-12-31acquisition_additionannounced1997-01-01United StatesEmployee benefitssubsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Byerly & Company, Inc. acquired January 1, 1997 for 164,370 shares; four principals entered two-year employment agreements; headcount not disclosed
1996-12-31acquisition_additionannounced1997-01-02United StatesRetirement planning and actuarial servicessubsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Arnold & Company, Inc. acquired January 2, 1997 for 41,080 shares; one principal entered a two-year employment agreement; headcount not disclosed
1996-09-30acquisition_additioncompleted1996-02-29business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Levitt/Kristan Company. No headcount disclosed.
1996-09-30acquisition_additioncompleted1996-05-31business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Alliance Insurance Group, Inc. No headcount disclosed.
1996-09-30acquisition_additioncompleted1996-09-30business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired Lamberson Koster & Company, Beymer & Bond Investigations, Inc., Morgan, Read & Coleman Limited and Morgan Insurance Services Limited during the quarter. No headcount disclosed.
1996-09-30acquisition_additioncompleted1996-02-29business_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Levitt/Kristan Company (Feb 29, 1996), Alliance Insurance Group, Inc. (May 31, 1996), Lamberson Koster & Company, Beymer & Bond Investigations, Inc., Morgan, Read & Coleman Limited, and Morgan Insurance Services Limited (during Q3 1996). Headcount not disclosed.
1996-06-30acquisition_additioncompleted1996-02-291996-02-29Insurance brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of substantially all net assets of Levitt/Kristan Company for approximately 112,000 shares of Common Stock, accounted for as a pooling of interests; no employee count disclosed.
1996-06-30acquisition_additioncompleted1996-05-311996-05-31Insurance brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquisition of substantially all net assets of Alliance Insurance Group, Inc. for approximately 64,000 shares of Common Stock; described as not material; no employee count disclosed.
1996-06-30acquisition_additionannounced1996-07-011996-07-01Insurance brokeragebusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Post-quarter-end acquisition of substantially all net assets of Lamberson Koster & Company for approximately 391,000 shares of Common Stock, to be accounted for as a pooling of interests; no employee count disclosed.
1996-06-30acquisition_additioncompleted1996-02-29business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired substantially all net assets of Levitt/Kristan Company. Accounted for as pooling of interests. No headcount disclosed.
1996-06-30acquisition_additioncompleted1996-05-31business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired substantially all net assets of Alliance Insurance Group, Inc. Accounted for as pooling of interests. Not material. No headcount disclosed.
1996-06-30acquisition_additioncompleted1996-07-01business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Acquired substantially all net assets of Lamberson Koster & Company. Accounted for as pooling of interests. No headcount disclosed.
1996-06-30acquisition_additioncompleted1996-02-29business_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Levitt/Kristan Company; headcount not disclosed.
1996-06-30acquisition_additioncompleted1996-05-31business_combinations_footnote
f5-10q / Qwen3.6-27B-Q8_0
Acquired Alliance Insurance Group, Inc.; headcount not disclosed.
1996-06-30acquisition_additionannounced1996-07-01subsequent_events
f5-10q / Qwen3.6-27B-Q8_0
Acquired Lamberson Koster & Company; headcount not disclosed.
1996-03-31acquisition_additioncompletedbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
Acquired substantially all net assets of The Levitt/Kristan Company for about 112,000 common shares, accounted for as a pooling of interests; no employee headcount added is disclosed.
1996-03-31acquisition_additioncompleted1996-03-31business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Company acquired substantially all net assets of The Levitt/Kristan Company in exchange for approximately 112,000 shares of Common Stock. Headcount not disclosed.
1995-12-31acquisition_additioncompleted1995Insurance brokeragebusiness_combinations_footnote
f5-10k / GLM-5.3-flash-HTML
Nine insurance brokerage firms acquired during 1995 via pooling of interests in exchange for 723,000 common shares; no employee headcount impact quantified. Filing also notes cumulatively 25 acquisitions and 2 dispositions from January 1, 1991 through December 31, 1995.
1995-12-31divestiture_reductioncompleted1995USD 2 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML
Sale of a subsidiary completed in Q4 1995; $2.0 million gain recorded within investment income and other. This figure is a sale gain, not a severance or restructuring charge; workforce impact not disclosed.
1995-12-31acquisition_additioncompleted1996-02-29California, United StatesInsurance brokerageItem_1_Business
f5-10k / GLM-5.3-flash-HTML
Subsequent event after FY1995 year-end: wholly-owned subsidiary acquired substantially all assets of Levitt/Kristan Company for 112,100 common shares, accounted for as pooling of interests; two principals entered two-year employment agreements. No employee count disclosed.
1995-12-31acquisition_additioncompletedUnited StatesInsurance brokeragebusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Nine insurance brokerage firms acquired in 1995 in exchange for 723,000 shares of common stock; headcount added not disclosed. Prior periods restated for these poolings except seven of the 1995 acquisitions whose results were not significant.
1995-12-31divestiture_reductioncompletedUnited StatesInsurance servicesMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML
A subsidiary was sold in the fourth quarter of 1995 for a $2.0 million gain; headcount removed not disclosed. Item 1 also notes two insurance services businesses disposed of since January 1, 1991.
1995-12-31acquisition_additioncompleted1996-02-291996-02-29United States (California)Insurance brokerageItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML
Subsequent event: substantially all assets of Levitt/Kristan Company acquired for 112,100 shares; accounted for as a pooling of interests. Two principals entered two-year employment agreements; headcount added not disclosed.
1995-09-30acquisition_additioncompletedbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML
During Q3 1995 the Company acquired substantially all net assets of IMC Risk Management Group, Inc. and W. Lawrence Pfeiffer & Associates, Inc. for about 348,000 common shares, accounted for as poolings of interests; no employee counts disclosed.
1995-09-30acquisition_additioncompleted1995-09-30business_combinations_footnote
f5-10q / Qwen3.6-27B-NVFP4-MTP-HTML
Company acquired substantially all net assets of IMC Risk Management Group, Inc. and W. Lawrence Pfeiffer & Associates, Inc. in exchange for approximately 348,000 shares of Common Stock. No specific headcount added was disclosed.