Hub International Acquires the Assets of Baystate Fiduciary Advisors, Inc.
November 11, 2020
Hub International Limited acquired the assets of Baystate Fiduciary Advisors, Inc., a Boston-based fiduciary advisory firm that manages approximately $2.9 billion in client assets. The deal strengthens Hub’s Retirement and Private Wealth capabilities in New England by adding Baystate’s talent and retirement plan advisory services; Baystate’s Managing Partner Gregg Andonian will join Hub RPW in the region.
- Buyers
- Hub International Limited
- Targets
- Baystate Fiduciary Advisors, Inc.
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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