M&A Deal Summary

HUB International Acquires Aegis Retirement Group

On July 1, 2021, HUB International acquired business services company Aegis Retirement Group

Acquisition Highlights
  • This is HUB International’s 25th transaction in the Business Services sector.
  • This is HUB International’s 326th transaction in the United States.
  • This is HUB International’s 6th transaction in Tennessee.

M&A Deal Summary

Date 2021-07-01
Target Aegis Retirement Group
Sector Business Services
Buyer(s) HUB International
Deal Type Add-on Acquisition

Target

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.

Search 202,137 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

HUB International

Chicago, Illinois, United States

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 435 of 581
Sector (Business Services) 25 of 41
Type (Add-on Acquisition) 391 of 529
State (Tennessee) 6 of 7
Country (United States) 326 of 456
Year (2021) 30 of 62
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-06-08 EnterMedicare

Los Angeles, California, United States

EnterMedicare has developed a digital educational platform to help make Medicare more transparent, easier to understand, and more accessible to the senior population. The technology platform establishes a modern flow of information from insurance carriers, to Medicare consumers, and delivers information from the consumer back to the insurer to improve the personalization of products and services, enabling consumers to choose the Medicare options that make the most sense for them. EnterMedicare is based in Los Angeles, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-07-06 Ward Insurance

Eugene, Oregon, United States

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.

Buy -