M&A Deal Summary

HUB International Acquires Cash & Associates P.A. - Retirement Plan Consulting & Financial Services Business

On September 6, 2018, HUB International acquired financial services company Cash & Associates P.A. - Retirement Plan Consulting & Financial Services Business from Cash & Associates P.A.

Acquisition Highlights
  • This is HUB International’s 2nd transaction in the Financial Services sector.
  • This is HUB International’s 232nd transaction in the United States.
  • This is HUB International’s 15th transaction in Florida.

M&A Deal Summary
Date 2018-09-06
Target Cash & Associates P.A. - Retirement Plan Consulting & Financial Services Business
Sector Financial Services
Buyer(s) HUB International
Sellers(s) Cash & Associates P.A.
Deal Type Divestiture

Target

Cash & Associates P.A. - Retirement Plan Consulting & Financial Services Business

Orlando, Florida, United States
Cash & Associates P.A. - Retirement Plan Consulting & Financial Services Business is an employee benefits, retirement and financial planning service provider.

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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 296 of 580
Sector (Financial Services) 2 of 7
Type (Divestiture) 34 of 52
State (Florida) 15 of 28
Country (United States) 232 of 455
Year (2018) 32 of 47
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-09-05 Harman Agency

Cottonwood, Idaho, United States

Harman Agency LLC is a full-service firm specializing in crop, farm & ranch, and livestock insurance. Harman Agency LLC was founded in 1976 and is based in Cottonwood, Idaho.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-09-07 Access Insurance Brokers

Ottawa, Ontario, Canada

Access Insurance Brokers, Inc. is a provider of personal and commercial insurance solutions. Access Insurance Brokers is based in Ottawa, Ontario.

Buy -

Seller(S) 1

SELLER

Cash & Associates P.A.

Orlando, Florida, United States
Category Company
Founded 1980
Sector Financial Services
DESCRIPTION

Cash & Associates P.A. is an employee benefits, retirement and financial planning practice. Cash & Associates P.A. was founded in 1980 and is based in Orlando, Florida.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
State (Florida) 1 of 1
Country (United States) 1 of 1
Year (2018) 1 of 1
Mergr

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