M&A Deal Summary

HUB International Acquires Benefit Strategies Agency

On March 4, 2021, HUB International acquired insurance company Benefit Strategies Agency

Acquisition Highlights
  • This is HUB International’s 392nd transaction in the Insurance sector.
  • This is HUB International’s 313th transaction in the United States.
  • This is HUB International’s 2nd transaction in Ohio.

M&A Deal Summary

Date 2021-03-04
Target Benefit Strategies Agency
Sector Insurance
Buyer(s) HUB International
Deal Type Add-on Acquisition

Target

Benefit Strategies Agency

Findlay, Ohio, United States
Benefit Strategies Agency LLC provides employee benefits, retirement, and financial planning services. Benefit Strategies Agency was founded in 2014 and is based in Findlay, Ohio.

Search 201,292 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 419 of 579
Sector (Insurance) 392 of 527
Type (Add-on Acquisition) 375 of 527
State (Ohio) 2 of 2
Country (United States) 313 of 454
Year (2021) 14 of 62
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-03-03 Finn & Stone

Manchester, Vermont, United States

Finn & Stone, Inc. is a full-service independent insurance agency with locations in Manchester and Springfield, Vermont. Finn & Stone was founded in 1961 and is based in Manchester, Vermont.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-03-05 Incentive Systems

Lansdale, Pennsylvania, United States

Incentive Systems, Inc. provides employee benefit solutions, helping clients maximize the value of the health, life disability, and voluntary programs. Incentive Systems is based in Lansdale, Pennsylvania.

Buy -