M&A Deal Summary

HUB International Acquires William R Carey

On November 8, 2019, HUB International acquired business services company William R Carey

Acquisition Highlights
  • This is HUB International’s 15th transaction in the Business Services sector.
  • This is HUB International’s 85th transaction in Canada.
  • This is HUB International’s 11th transaction in Manitoba.

M&A Deal Summary
Date 2019-11-08
Target William R Carey
Sector Business Services
Buyer(s) HUB International
Deal Type Add-on Acquisition

Target

William R Carey

Winnipeg, Manitoba, Canada
William R Carey & Co., Inc. is an independent employee benefits consulting firm providing a broad array of benefits programs, including benefits plan consulting and group retirement services. William R Carey & Co., Inc. was founded in 1973 and is based in Winnipeg, Manitoba.

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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 358 of 576
Sector (Business Services) 15 of 41
Type (Add-on Acquisition) 319 of 524
State (Manitoba) 11 of 11
Country (Canada) 85 of 121
Year (2019) 47 of 51
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-11-07 Stevens-Dell & Associates Insurance

Little Rock, Arkansas, United States

Stevens-Dell & Associates Insurance, Inc. is a full service, independent insurance brokerage providing personal and commercial insurance, and employee benefits solutions to individuals and businesses, having served the Little Rock area for nearly 40 years.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-11-20 The JW Retirement Group

Long Island, New York, United States

The JW Retirement Group provides services to corporate retirement plans and wealth management clients using their customized and client-centric approach.

Buy -
Mergr

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