M&A Deal Summary

HUB International Acquires Ward Insurance

On July 6, 2021, HUB International acquired insurance company Ward Insurance

Acquisition Highlights
  • This is HUB International’s 405th transaction in the Insurance sector.
  • This is HUB International’s 327th transaction in the United States.
  • This is HUB International’s 4th transaction in Oregon.

M&A Deal Summary

Date 2021-07-06
Target Ward Insurance
Sector Insurance
Buyer(s) HUB International
Deal Type Add-on Acquisition

Target

Ward Insurance

Eugene, Oregon, United States
website
Ward Insurance is an insurance agency providing commercial and personal insurance, employee benefits, and risk solutions to businesses and individuals. Ward Insurance is based in Eugene, Oregon.

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Buyer(S) 1

Buyer

HUB International

Chicago, Illinois, United States

website


Category Company
Founded 1998
Sector Insurance
Employees10,000
Revenue 2.2B USD (2018)
DESCRIPTION
HUB International office in Burlington, North Carolina.
HUB International office in Burlington, North Carolina.

HUB International is a global insurance brokerage providing a broad array of property and casualty, life and health, employee benefits, investment and risk management products and services through offices located in the United States (including Puerto Rico), Canada and Brazil. HUB International was formed in 1998 and is based in Chicago, Illinois.


DEAL STATS #
Overall 436 of 552
Sector (Insurance) 405 of 503
Type (Add-on Acquisition) 392 of 502
State (Oregon) 4 of 7
Country (United States) 327 of 430
Year (2021) 31 of 62
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-07-01 Aegis Retirement Group

Memphis, Tennessee, United States

Aegis Retirement Group provides retirement plan consulting, compliance and regulatory guidance, as well as wealth management services. Aegis Retirement Group was founded in 2014 and is based in Memphis, Tennessee.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-07-08 First Florida Insurance

Jupiter, Florida, United States

First Florida Insurance is an independent insurance agency providing clients, including high-net-worth individuals, personal lines insurance. The Company offers a wide variety of products including auto, home and estates, yachts and watercraft, jewelry, fine arts and collectibles, and umbrella insurance. First Florida Insurance is based in Jupiter, Florida.

Buy -