M&A Deal Summary

HUB International Acquires TRG Group Benefits and Pensions

On January 8, 2019, HUB International acquired business services company TRG Group Benefits and Pensions

Acquisition Highlights
  • This is HUB International’s 6th transaction in the Business Services sector.
  • This is HUB International’s 69th transaction in Canada.
  • This is HUB International’s 10th transaction in British Columbia.

M&A Deal Summary
Date 2019-01-08
Target TRG Group Benefits and Pensions
Sector Business Services
Buyer(s) HUB International
Deal Type Add-on Acquisition

Target

TRG Group Benefits and Pensions

Vancouver, British Columbia, Canada
TRG Group Benefits and Pensions, Inc. is an employee benefits advisory firms with more than 400 years of combined advisory experience in the employee benefits industry. The firm customizes employee benefits, pension and retirement plans for businesses and not-for-profit organizations, helping them navigate through the complexities of today's benefit programs and develop progressive, sustainable group benefits.

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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 313 of 580
Sector (Business Services) 6 of 41
Type (Add-on Acquisition) 278 of 528
State (British Columbia) 10 of 15
Country (Canada) 69 of 121
Year (2019) 2 of 51
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-01-07 The Rubin Group

New York, New York, United States

The Rubin Group is a provider of insurance and risk management solutions to businesses and individuals. Rubin Group specializes in commercial and personal insurance, providing a portfolio of business and industry-specific insurance solutions and risk mitigation strategies in industries such as real estate, retail, construction, and transportation. The Rubin Group was founded in 1989 and is based in New York City.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-01-09 Sheridan Road Financial

Northbrook, Illinois, United States

Sheridan Road Financial LLC is an institutional investment consulting and private wealth firm offering investment management, retirement plan expertise, fiduciary services, wealth management, financial and retirement services planning and specialized executive benefit services. Sheridan Road Financial LLC was founded in 2005 and is based in Northbrook, Illinois.

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