M&A Deal Summary

HUB International Acquires Golden Corner Wealth Advisors

On July 7, 2023, HUB International acquired business services company Golden Corner Wealth Advisors

Acquisition Highlights
  • This is HUB International’s 34th transaction in the Business Services sector.
  • This is HUB International’s 407th transaction in the United States.
  • This is HUB International’s 5th transaction in South Carolina.

M&A Deal Summary
Date 2023-07-07
Target Golden Corner Wealth Advisors
Sector Business Services
Buyer(s) HUB International
Deal Type Add-on Acquisition

Target

Golden Corner Wealth Advisors

Seneca, South Carolina, United States
Golden Corner is a financial advisory firm specializing in wealth management and retirement. The Company offers personalized services and educates clients on financial concepts and products, including in the areas of investment, financial planning, and insurance. Golden Corner is based in Seneca, 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 521 of 578
Sector (Business Services) 34 of 41
Type (Add-on Acquisition) 472 of 526
State (South Carolina) 5 of 6
Country (United States) 407 of 453
Year (2023) 12 of 29
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-07-06 Frinell Risk Advisors

Lake Oswego, Oregon, United States

Frinell Risk Advisors is an independently owned and locally operated insurance agency specializing in commercial and personal insurance and risk management services. Frinell Risk Advisors is located in Lake Oswego, Oregon

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-07-17 Edbrooke/Stelcner

Coral Gables, Florida, United States

Edbrooke/Stelcner is a full-service employee benefits brokerage and consulting firm. Specializing in the aviation, hospitality and healthcare industries, Edbrooke/Stelcner provides comprehensive benefit solutions, HR Consulting, 401k retirement plans, and life insurance programs to large employer groups throughout the southeast. Edbrooke/Stelcner was founded in 1995 and is based in Coral Gables, Florida.

Buy -
Mergr

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