HUB International Acquires The HDH Group

Hub International Acquires HMBD Insurance Services, Inc.

December 3, 2019

Insurance

Hub International Limited has acquired Hamman--Miller--Beauchamp--Deeble, Inc. d/b/a HMBD Insurance Services, Inc., a Long Beach, California-based full-service insurance agency. The acquisition strengthens Hub's specialty practices by adding HMBD's capabilities in construction, dental professional liability, transportation (railroads) and expands Hub's presence in the Southern California market.

Hub International Acquires Preferred Benefits Services Agency

January 12, 2021

Insurance

Hub International Limited acquired Preferred Benefits Services Agency, a Delaware, Ohio-based employee benefits firm. The acquisition expands Hub's regional employee benefits capabilities and brings Preferred Benefits' technology-enabled benefits solutions into Hub's Hub HDH division; terms were not disclosed.

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 Assets of Davis Trachtenberg, Inc.

March 8, 2021

Insurance

Hub International Limited acquired the assets of Davis Trachtenberg, Inc., a Newtown Square, Pennsylvania-based full-service insurance agency. Robert Davis, Principal of DTI, will join Hub Northeast as the firm expands its Greater Philadelphia footprint; terms were not disclosed.

Hub International Acquires Calgary-based HB Consultants

June 3, 2020

Professional Services

Hub International Limited has acquired 838517 Alberta Ltd., o/a HB Consultants, an independent employee benefits consulting firm based in Calgary, Alberta. Terms were not disclosed; HB Consultants' principals will join Hub's Canada West employee benefits team. The acquisition expands Hub's employee benefits and retirement capabilities and strengthens its footprint in Alberta.

HUB International Acquires HORAN Health Employee Benefits Division

June 5, 2023

Insurance

Hub International Limited acquired the employee benefits assets of HORAN Associates, Inc. and HORAN Smart Business, LLC (collectively HORAN Health), creating a new regional Hub called Hub Heartland. Nearly 120 HORAN Health employees in Ohio and Northern Kentucky will join Hub, with Valerie Bogdan-Powers leading the new region; HORAN Wealth will remain independent. MarshBerry served as financial advisor to HORAN.