M&A Deal Summary

HUB International Acquires Fidelity Associates

On January 8, 2015, HUB International acquired insurance company Fidelity Associates

Acquisition Highlights
  • This is HUB International’s 153rd transaction in the Insurance sector.
  • This is HUB International’s 123rd transaction in the United States.
  • This is HUB International’s 13th transaction in Washington.

M&A Deal Summary
Date 2015-01-08
Target Fidelity Associates
Sector Insurance
Buyer(s) HUB International
Deal Type Add-on Acquisition

Target

Fidelity Associates

Spokane, Washington, United States
Fidelity Associates, Inc. is a full-service commercial lines, personal lines and employee benefits agency and brokerage, with industry expertise in education, retail, wholesale, construction, manufacturing, service, wineries, and non-profits.

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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 157 of 581
Sector (Insurance) 153 of 529
Type (Add-on Acquisition) 136 of 529
State (Washington) 13 of 25
Country (United States) 123 of 456
Year (2015) 3 of 33
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-01-07 MMZ Associates

White Plains, New York, United States

MMZ Associates, Inc. is a multi-line property and casualty insurance and risk management firm.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-02-04 Alexander Insurance Agency

San Antonio, Texas, United States

Alexander Insurance Agency, Inc. is an independent brokerage of commercial lines insurance for the commercial towing and transportation industries, addressing the unique class of auto insurance and special coverage needs of this industry.

Buy -
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