Harbour Benefit Holdings Acquires A.W. Rehn & Associates

Wealth Enhancement to Acquire RWA Wealth Partners

October 2, 2026

Wealth Management

Wealth Enhancement agreed to acquire RWA Wealth Partners, a Boston-based wealth management firm with approximately $22.46 billion in client assets. The deal is expected to close in the fourth quarter of 2026 and will mark Summit Partners’ exit; RWA’s family office capabilities will strengthen Wealth Enhancement’s Reserve offering for ultra-high-net-worth families.

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.

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.

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.

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.

Alera Group Acquires Wilson Albers & Company, LLC

February 13, 2018

Insurance

Alera Group has acquired Wilson Albers & Company, LLC, a Anchorage-based insurance, employee benefits and HR services firm that operates The Wilson Agency, Albers & Company and ConnectHR. Terms were not disclosed; Alera said the deal strengthens its presence in the Northwest and expands its employee benefits and HR capabilities.