Harbour Benefit Holdings Acquires A.W. Rehn & Associates

Harbour Benefit Holdings Acquires Benefits Administration, LLC (BAC)

June 24, 2020

Insurance

Harbour Benefit Holdings, Inc. acquired Benefits Administration, LLC (formerly Benefits Administration Corporation, Inc.), a Baltimore-based third-party administrator specializing in health, welfare and retirement services for union trust organizations. The deal expands Harbour's national footprint and client base, adding BAC to its family of companies alongside Zenith American Solutions, Pacific Federal and Innovative Software Solutions; financial terms were not disclosed.

Harbourfront Wealth Management Acquires Rothenberg Wealth Management

October 18, 2024

Wealth Management

Harbourfront Wealth Management has acquired Rothenberg Wealth Management, including Rothenberg & Rothenberg Annuities, expanding Harbourfront's assets under administration to approximately CAD$8 billion. The acquisition enhances Harbourfront's presence in Québec and Alberta and integrates Rothenberg's Montreal and Calgary offices into Harbourfront's national advisor network.

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.

Relation Insurance Services Acquires H Group Benefits, Inc.

June 30, 2024

Insurance

Relation Insurance Services acquired the assets of H Group Benefits, Inc., effective June 30, 2024; terms were not disclosed. H Group Benefits (based in Northbrook, Illinois) will operate as part of Relation’s Employee Benefits consulting practice with David Heller continuing to manage the Northbrook office. Relation is a PE‑backed insurance brokerage (backed by Aquiline Capital Partners) expanding its geographic footprint and benefits capabilities.

Association Headquarters Acquires Association Executives Group

April 10, 2025

Professional Services

Association Headquarters (AH), a professional association management firm, has acquired Wisconsin-based Association Executives Group (AEG). The acquisition brings AEG’s ~15-person team and AMCI-accredited capabilities into AH’s platform to expand service offerings, drive efficiencies, and strengthen AH’s position in association management.

World Investment Advisors Acquires Boston Harbor Wealth Advisors

July 25, 2024

Financial Services

Santa Barbara-based World Investment Advisors, a subsidiary of World Insurance Associates, has acquired Boston Harbor Wealth Advisors, an independent financial advisory firm based in Westborough, Massachusetts. The deal brings more than $3.5 billion in AUM, 76 team members and 15 offices into World’s platform as part of its ongoing RIA roll-up and AUM growth strategy.