Senior Management Acquires Hubbell from Founder Ward Hubbell

Hub International Acquires the Assets of Ward Insurance Agency, Inc.

July 6, 2021

Insurance

Hub International Limited acquired the assets of Oregon-based Ward Insurance Agency, Inc., expanding Hub’s specialty insurance capabilities and regional presence in Oregon. Ward’s team, including President Erik Finrow, will join Hub Northwest and continue serving commercial and personal insurance, employee benefits and risk solutions clients across Eugene, Portland and Medford.

Hub International Acquires Wade Associates, LLC

July 22, 2024

Insurance

Hub International Limited has acquired the assets of Wade Associates, LLC, an independent insurance agency with locations in Davidson, New Bern, Raleigh and Wilmington, North Carolina. The deal expands Hub’s commercial and personal insurance capabilities and strengthens its specialty practices in construction, manufacturing, healthcare/life sciences and technology; Wade’s leadership team will join Hub Carolinas. Terms were not disclosed and Reagan Consulting represented Wade Associates.

HUB International Acquires Assets of Heritage Wealth Management Group (PA)

June 20, 2022

Financial Services

HUB International Limited acquired the assets of Heritage Wealth Management Group, LLC, a Moon Township, Pennsylvania-based independent financial advisory firm. Terms were not disclosed; Heritage serves about 300 clients with more than $205 million in assets under management and Michael Finnell and his team will join Hub's Retirement and Private Wealth business to bolster its retirement and wealth advisory capabilities in Western Pennsylvania.

Hub International Acquires Vestas Financial Services Firm Inc.

May 13, 2020

Financial Services

Hub International Limited acquired Vestas Financial Services Firm Inc., an independent Montreal-based commercial and personal insurance brokerage focused on construction and design professionals. Terms were not disclosed; Vestas' leadership (President Phillipe Monette and Senior VPs Martin Brodeur and Patrice Gravel) will join Hub International Quebec Limited to strengthen Hub's specialty practices and local presence.

Hub International Acquires the Assets of Baystate Fiduciary Advisors, Inc.

November 11, 2020

Wealth Management

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.

Hub International Acquires Alpha Pension Group, Inc.

January 13, 2021

Wealth Management

Hub International Limited has acquired Alpha Pension Group, Inc., a Boston-based retirement consulting firm. The transaction (terms undisclosed) brings Alpha's investment analytics and fiduciary governance capabilities into Hub New England to strengthen Hub's retirement and wealth management services in the region; Alpha's President & CEO Rich Cawthorne and CFO Mark Salamone will join Hub New England.