Hub International Acquires Assets of Dieffenbach Benefits Group (F.A.R.E. Healthcare) in Missouri

Hub International Acquires Assets of WFG Benefits, Inc.

October 6, 2020

Insurance

Hub International Limited acquired the assets of WFG Benefits, Inc., a McLean, Virginia-based insurance and employee benefits planning firm. The acquisition, announced October 6, 2020, expands Hub’s Mid-Atlantic benefits capabilities and geographic footprint; terms were not disclosed.

Hub International Acquires Assets of Flexible Benefits Plans, Inc.

September 5, 2024

Financial Services

Hub International Limited has acquired the assets of Flexible Benefits Plans, Inc., a Valley Forge, Pennsylvania-based employee benefits and general agency services firm. The acquisition will integrate FBP's team into Hub Greater Philadelphia to expand Hub's employee benefits capabilities and footprint in the Philadelphia market; terms were not disclosed.

Hub International Acquires Assets of Leading Edge Benefit Advisors and Affiliates

November 9, 2020

Insurance

Hub International Limited acquired the assets of Fort Myers-based Leading Edge Benefit Advisors, LLC and several affiliated entities. The acquisition expands Hub's employee benefits, retirement services and wealth management capabilities in Florida; company founders Don Raimey Jr. and Kerri Sisson will continue supporting the business.

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.

Hub International Acquires Assets of Franklin Financial Group (MD)

November 3, 2023

Wealth Management

Hub International Limited has acquired the assets of Franklin Financial Group, LLC and Franklin Investment Group, LLC, expanding Hub’s employee benefits, retirement and wealth management presence in the Baltimore/Hunt Valley, Maryland area. The Franklin principals and team will join Hub Mid-Atlantic; terms were not disclosed and MarshBerry served as financial advisor to Franklin Financial Group.

HUB International Acquires Assets of Renaissance Benefit Advisors Group, LLC

November 6, 2023

Financial Services

Hub International Limited has acquired the assets of Renaissance Benefit Advisors Group, LLC, a retirement plan consulting and institutional investment advisory firm. The RBA founder Ellen Lander and her team will join Hub Mid-Atlantic as Hub expands its retirement consulting capabilities and presence in the Northeast.