Hanson McClain Advisors Acquires Hugh B. Phillips (HBP) Retirement Group

BRP Group Acquires National Health Plans & Benefits Agency (NHPBA)

August 1, 2022

Insurance

BRP Group, Inc. (NASDAQ: BRP) acquired substantially all the assets of National Health Plans & Benefits Agency, LLC (NHPBA), a Fraser, Michigan-based provider of individual health insurance products. NHPBA brings ~50 colleagues, approximately $11.4 million of revenue and a growing Medicare practice, and will operate within BRP Group's Guided Solutions operating group.

Treehouse Wealth Advisors Acquires The Humphreys Group

January 2, 2025

Financial Services

Treehouse Wealth Advisors, a women-led wealth management firm based in Walnut Creek, CA, has acquired The Humphreys Group, a San Francisco-based B-Corp RIA focused on women-centered wealth management and ESG investing. The transaction — executed as part of a long-term succession plan for The Humphreys Group's president Diane Bourdo — expands Treehouse's Bay Area footprint and preserves The Humphreys Group's client offerings and team under the Treehouse banner.

HUB International Acquires Assets of GRP Financial California

December 14, 2021

Wealth Management

HUB International Limited has acquired the assets of GRP Financial California, LLC; terms were not disclosed. The San Clemente-based retirement plan consulting team (which managed roughly $3.4 billion in assets as of September 30, 2021) will join Hub California, strengthening HUB's retirement capabilities and presence in California.

Milliman Acquires McHugh Consulting Resources

March 8, 2021

Professional Services

Milliman, Inc. has acquired McHugh Consulting Resources, Inc., a provider of outsourced insurance compliance and regulatory services, strengthening Milliman's life and health insurance compliance capabilities. The deal integrates McHugh's compliance team into Milliman's consulting platform to expand regulatory, filings and product-compliance support for insurer clients (no financial terms disclosed).

The Mather Group Acquires HC Financial Advisors, Inc.

August 10, 2022

Wealth Management

The Mather Group, LLC (TMG), a Chicago-based fee-only wealth management firm, has acquired HC Financial Advisors Inc., a Lafayette, California registered investment adviser with approximately $478 million in AUM as of July 31, 2022. The HC principals and team joined TMG, expanding TMG's Bay-area footprint and enabling enhanced services and technology for HC's high-net-worth clients.

Penta Acquires Hume Brophy

January 10, 2023

Marketing & Advertising

Penta announced the acquisition of Hume Brophy, a global public affairs, communications, and strategy firm, to expand Penta's global footprint and strengthen its stakeholder solutions offerings. The deal brings nearly 100 Hume Brophy professionals and expanded capabilities in energy, transportation and mobility, agribusiness, and financial services to Penta's platform; Penta is majority-backed by Falfurrias Capital Partners.