M&A Deal Summary |
|
|---|---|
| Date | 2019-02-05 |
| Target | Fortenberry Mcnamara - Book Of Business |
| Sector | Insurance |
| Buyer(s) | HUB International |
| Sellers(s) | Fortenberry McNamara |
| Deal Type | Divestiture |
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| Category | Company |
|---|---|
| Founded | 1998 |
| Sector | Insurance |
| Employees | 10,000 |
| Revenue | 2.2B USD (2018) |
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 | 317 of 572 |
| Sector (Insurance) | 306 of 520 |
| Type (Divestiture) | 36 of 51 |
| State (Mississippi) | 3 of 7 |
| Country (United States) | 244 of 448 |
| Year (2019) | 6 of 51 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-02-04 |
US Insurance Source
Spring, Texas, United States US Insurance Source LLC is an independent insurance agency specializing in commercial insurance, including trucking insurance. USIS provides a comprehensive offering of coverages to help protect owner-operators, fleet managers and related freight and trucking companies. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-02-12 |
Firstbrook Pointon Benefits
Toronto, Ontario, Canada Firstbrook Pointon Benefits, Inc. is a full-service employee benefit consulting firm providing a broad spectrum of benefits programs, including health & performance, benefits plan consulting, group retirement services, executive benefits, and disability management. Firstbrook Pointon Benefits was founded in 1977 and is based in Toronto, Ontario. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1975 |
| Sector | Insurance |
Executive Planning Group P.A. provides a range of integrated insurance and financial planning services that protect and enhance the organizational and financial well-being of our clients. To help clients reach their goals by acting not just as consultants, but as partners, advisors, and advocates.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector (Insurance) | 1 of 1 |
| Type (Divestiture) | 1 of 1 |
| State (Mississippi) | 1 of 1 |
| Country (United States) | 1 of 1 |
| Year (2019) | 1 of 1 |
