Quarterly report pursuant to Section 13 or 15(d)

Mergers and Acquisitions - Estimated Fair Values of the Material Aggregate Assets and Liabilities Acquired (Details)

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Mergers and Acquisitions - Estimated Fair Values of the Material Aggregate Assets and Liabilities Acquired (Details) - USD ($)
$ in Thousands
 9 Months Ended
Sep. 30, 2024
Sep. 13, 2024
Sep. 01, 2024
Aug. 30, 2024
May 01, 2024
Dec. 31, 2023
Business Acquisition [Line Items]            
Goodwill $ 2,341,340         $ 1,646,482
2024 Acquisitions            
Business Acquisition [Line Items]            
Cash and cash equivalents 17,789          
Commissions and fees receivable – net 60,814          
Fiduciary cash and receivables 244,691          
Goodwill 679,963          
Lease right-of-use assets 3,525          
Other current and non-current assets 1,883          
Total assets acquired 1,812,818          
Accounts payable and accrued liabilities 10,422          
Accrued compensation 48,042          
Fiduciary liabilities 244,791          
Operating lease liabilities 3,525          
Deferred tax liabilities 21,816          
Total liabilities assumed 328,596          
Net assets acquired 1,484,222          
2024 Acquisitions | Customer Relationships            
Business Acquisition [Line Items]            
Intangible assets $ 793,378          
Weighted average amortization period 13 years 9 months 18 days          
2024 Acquisitions | Other intangible assets            
Business Acquisition [Line Items]            
Intangible assets $ 10,775          
Castel            
Business Acquisition [Line Items]            
Cash and cash equivalents         $ 10,294  
Commissions and fees receivable – net         10,657  
Fiduciary cash and receivables         119,333  
Goodwill         190,602  
Lease right-of-use assets         1,269  
Other current and non-current assets         1,277  
Total assets acquired         432,127  
Accounts payable and accrued liabilities         1,138  
Accrued compensation         43,538  
Fiduciary liabilities         119,433  
Operating lease liabilities         1,269  
Deferred tax liabilities         21,816  
Total liabilities assumed         187,194  
Net assets acquired         244,933  
Deferred tax assets         2,800  
Castel | Revision of Prior Period, Error Correction, Adjustment            
Business Acquisition [Line Items]            
Goodwill 24,600          
Deferred tax liabilities $ 24,600          
Castel | Customer Relationships            
Business Acquisition [Line Items]            
Intangible assets         97,820  
Castel | Other intangible assets            
Business Acquisition [Line Items]            
Intangible assets         $ 875  
US Assure            
Business Acquisition [Line Items]            
Cash and cash equivalents       $ 7,181    
Commissions and fees receivable – net       50,111    
Fiduciary cash and receivables       122,136    
Goodwill       457,847    
Lease right-of-use assets       2,256    
Other current and non-current assets       606    
Total assets acquired       1,320,337    
Accounts payable and accrued liabilities       9,284    
Accrued compensation       3,084    
Fiduciary liabilities       122,136    
Operating lease liabilities       2,256    
Deferred tax liabilities       0    
Total liabilities assumed       136,760    
Net assets acquired       1,183,577    
US Assure | Customer Relationships            
Business Acquisition [Line Items]            
Intangible assets       670,300    
US Assure | Other intangible assets            
Business Acquisition [Line Items]            
Intangible assets       $ 9,900    
Greenhill Underwriting Insurance Services, LLC            
Business Acquisition [Line Items]            
Cash and cash equivalents     $ 314      
Commissions and fees receivable – net     46      
Fiduciary cash and receivables     3,222      
Goodwill     7,268      
Lease right-of-use assets     0      
Other current and non-current assets     0      
Total assets acquired     15,008      
Accounts payable and accrued liabilities     0      
Accrued compensation     49      
Fiduciary liabilities     3,222      
Operating lease liabilities     0      
Deferred tax liabilities     0      
Total liabilities assumed     3,271      
Net assets acquired     11,737      
Greenhill Underwriting Insurance Services, LLC | Customer Relationships            
Business Acquisition [Line Items]            
Intangible assets     4,158      
Greenhill Underwriting Insurance Services, LLC | Other intangible assets            
Business Acquisition [Line Items]            
Intangible assets     $ 0      
Ethos P&C            
Business Acquisition [Line Items]            
Cash and cash equivalents   $ 0        
Commissions and fees receivable – net   0        
Fiduciary cash and receivables   0        
Goodwill   24,246        
Lease right-of-use assets   0        
Other current and non-current assets   0        
Total assets acquired   45,346        
Accounts payable and accrued liabilities   0        
Accrued compensation   1,371        
Fiduciary liabilities   0        
Operating lease liabilities   0        
Deferred tax liabilities   0        
Total liabilities assumed   1,371        
Net assets acquired   43,975        
Ethos P&C | Customer Relationships            
Business Acquisition [Line Items]            
Intangible assets   21,100        
Ethos P&C | Other intangible assets            
Business Acquisition [Line Items]            
Intangible assets   $ 0