M&A Deal Summary

HUB International Acquires Finn & Stone

On March 3, 2021, HUB International acquired insurance company Finn & Stone

Acquisition Highlights
  • This is HUB International’s 391st transaction in the Insurance sector.
  • This is HUB International’s 312th transaction in the United States.
  • This is HUB International’s 2nd transaction in Vermont.

M&A Deal Summary
Date 2021-03-03
Target Finn & Stone
Sector Insurance
Buyer(s) HUB International
Deal Type Add-on Acquisition

Target

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.

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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 418 of 576
Sector (Insurance) 391 of 524
Type (Add-on Acquisition) 374 of 524
State (Vermont) 2 of 3
Country (United States) 312 of 451
Year (2021) 13 of 62
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-03-02 Wellspring Insurance Agency

Argyle, Texas, United States

Wellspring Insurance Agency, Inc. is an independent employee benefits firm that provides tailored benefit solutions through thoughtful strategic planning and technology-based solutions. Wellspring Insurance Agency was founded in 1997 and is based in Argyle, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-03-04 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.

Buy -
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