Hub International Acquires Onecap Services, Preferred Services Group and Affiliate LYNLY Health Insurance Agency

Hub International Acquires Symphony Financial & Insurance Services

June 6, 2024

Insurance

Hub International Limited has acquired the assets of Symphony Financial & Insurance Services, a Rosemead, California-based employee benefits and insurance advisory practice. David Lee, Owner, and the Symphony team will join Hub's Los Angeles/Orange County office as part of Hub's effort to strengthen its employee benefits capabilities and local footprint in Southern California; terms were not disclosed.

Hub International Acquires Combined HCM (Combined Benefits, Combined Commercial Insurance Services, Combined Employer Services)

June 5, 2024

Financial Services

Hub International Limited (Hub) acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC, and Combined Employer Services Inc. (collectively, Combined HCM). Combined HCM, based in Diamond Bar, California, provides human capital management services including HR, recruiting, payroll, benefits and commercial insurance; the deal expands Hub's HCM capabilities and presence in the Los Angeles/Orange County region. Terms were not disclosed.

Hilb Group Acquires Clark & Lavey Benefits Solutions, Inc. and InCap

November 30, 2021

Insurance

The Hilb Group acquired Clark & Lavey Benefits Solutions, Inc., including its medical captive solution InCap, effective November 1, 2021. The deal expands Hilb Group's employee benefits capabilities and increases its presence in New England; Hilb Group is a portfolio company of The Carlyle Group.

Hub International Acquires Preferred Benefits Services Agency

January 12, 2021

Insurance

Hub International Limited acquired Preferred Benefits Services Agency, a Delaware, Ohio-based employee benefits firm. The acquisition expands Hub's regional employee benefits capabilities and brings Preferred Benefits' technology-enabled benefits solutions into Hub's Hub HDH division; terms were not disclosed.

Hub International Acquires CAPAX Management and Insurance Services, Inc.

January 8, 2021

Insurance

Hub International Limited acquired CAPAX Management and Insurance Services, Inc., a Modesto, California-based insurance brokerage and employee benefits consulting firm. Terms were not disclosed; CAPAX will join Hub California with CAPAX President Joel Geddes III reporting to Michael Der Manouel, strengthening Hub’s capabilities in captive solutions and the Central California agribusiness market.

Hub International Acquires LSM Insurance Services Ltd.

March 5, 2020

Insurance

Hub International Limited has acquired LSM Insurance Services Ltd., a Markham, Ontario-based online provider of life and health insurance solutions that specializes in the hard-to-insure market. Terms were not disclosed; Lorne Marr, owner and director of LSM, will join Hub Financial Inc. as part of the transaction as Hub continues to expand its geographic footprint and product capabilities in Canada.