HUB International Acquires HORAN Health Employee Benefits Division

June 5, 2023

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.

Targets
HORAN Health (employee benefits assets of HORAN Associates, Inc. and HORAN Smart Business, LLC)
Sellers
HORAN Associates, Inc., HORAN Smart Business, LLC
Industry
Insurance
Location
Ohio, United States
Transaction Type
Divestiture

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