M&A Deal Summary

HUB International Acquires Regency Advisory

On October 2, 2019, HUB International acquired insurance company Regency Advisory

Acquisition Highlights
  • This is HUB International’s 332nd transaction in the Insurance sector.
  • This is HUB International’s 81st transaction in Canada.
  • This is HUB International’s 13th transaction in Saskatchewan.

M&A Deal Summary
Date 2019-10-02
Target Regency Advisory
Sector Insurance
Buyer(s) HUB International
Deal Type Add-on Acquisition

Target

Regency Advisory

Saskatoon, Saskatchewan, Canada
Regency Advisory Corp. is an employee benefits consulting firm that provides innovative and proprietary benefit solutions to move clients to more cost sustainable and value-added benefits programs. Regency Advisory Corp. was founded in 2006 and is based in Saskatoon, Saskatchewan.

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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 350 of 576
Sector (Insurance) 332 of 524
Type (Add-on Acquisition) 312 of 524
State (Saskatchewan) 13 of 16
Country (Canada) 81 of 121
Year (2019) 39 of 51
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-09-23 Inter-Mountain Retirement Partners

Denver, Colorado, United States

Inter-Mountain Retirement Partners, Inc. provides investment and retirement plan consulting services to corporations, governmental and nonprofit organizations, as well as, serving individual investment clients throughout the region and nationally.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-10-03 Doug Johnson Insurance

Gainesville, Florida, United States

Doug Johnson Insurance LLC is an independent insurance agency providing personal, commercial and employee benefits solutions to clients. Doug Johnson Insurance LLC is based in Gainesville, Florida.

Buy -
Mergr

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