M&A Deal Summary

HUB International Acquires Creative Financial Strategies

On October 7, 2024, HUB International acquired business services company Creative Financial Strategies

Acquisition Highlights
  • This is HUB International’s 41st transaction in the Business Services sector.
  • This is HUB International’s 446th transaction in the United States.
  • This is HUB International’s 6th transaction in South Carolina.

M&A Deal Summary

Date 2024-10-07
Target Creative Financial Strategies
Sector Business Services
Buyer(s) HUB International
Deal Type Add-on Acquisition

Target

Creative Financial Strategies

Columbia, South Carolina, United States
Creative Financial Strategies provides investment and financial advisory services to individual and corporate clientele across America. Creative Financial Strategies is headquartered in Columbia, South Carolina.

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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 570 of 576
Sector (Business Services) 41 of 41
Type (Add-on Acquisition) 520 of 524
State (South Carolina) 6 of 6
Country (United States) 446 of 451
Year (2024) 32 of 38
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-09-09 Felton et Associes

Brossard, Quebec, Canada

Felton et Associes is an insurance firm providing commercial and personal insurance. The company specializes in various industries, including construction, real estate, and architecture and engineering. Felton et Associes is based in Brossard, Quebec.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-10-08 Associated Insurance Group

Maryland Heights, Missouri, United States

Associated Insurance Group is an independent insurance agency providing commercial and personal property & casualty insurance solutions. Associated Insurance Group is headquartered in Maryland Heights, Missouri.

Buy -