M&A Deal Summary

HUB International Acquires RBA

On November 6, 2023, HUB International acquired insurance company RBA

Acquisition Highlights
  • This is HUB International’s 487th transaction in the Insurance sector.
  • This is HUB International’s 415th transaction in the United States.
  • This is HUB International’s 23rd transaction in New York.

M&A Deal Summary
Date 2023-11-06
Target RBA
Sector Insurance
Buyer(s) HUB International
Deal Type Add-on Acquisition

Target

RBA

Pearl River, New York, United States
RBA is a retirement plan consulting and institutional investment advisory firm that provides the specialized experience and expertise needed to assist retirement plan sponsors in meeting and managing their fiduciary responsibilities under ERISA and mitigating fiduciary liability risk. RBA was formed in 2008 and is based in Pearl River, New York.

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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 532 of 580
Sector (Insurance) 487 of 528
Type (Add-on Acquisition) 483 of 528
State (New York) 23 of 25
Country (United States) 415 of 455
Year (2023) 23 of 29
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-11-03 Franklin Financial Group

Hunt Valley, Maryland, United States

Franklin Financial Group is a financial services firm with veteran leadership that assists businesses and individuals with solving complex employee benefits, insurance and other financial needs. Franklin Financial Group is based in Hunt Valley, Maryland.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-12-05 Professional Financial Specialists

Boulder, Colorado, United States

Professional Financial Specialists is a full-service agency providing comprehensive commercial insurance services for businesses and medical professionals and individuals, and employee benefits and retirement solutions for their clients. PFSI is based in Boulder, Colorado.

Buy -
Mergr

Product

Company

Legal