Hub International Acquires Symphony Financial & Insurance Services
June 6, 2024
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.
- Buyers
- Hub International Limited
- Targets
- Symphony Financial & Insurance Services
- Industry
- Insurance
- Location
- California, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Hub International Acquires Assets of Professional Financial Specialists Inc.
December 5, 2023
Insurance
Hub International Limited has acquired the assets of Professional Financial Specialists Inc., a Boulder-area insurance agency that provides commercial insurance, employee benefits and retirement solutions. The acquisition strengthens Hub's employee benefits and specialty healthcare insurance capabilities in Colorado; terms were not disclosed.
-
Hub International Acquires TAS Insurance Services, Inc.
July 16, 2024
Insurance
Hub International Limited has acquired the assets of TAS Insurance Services, Inc., a Costa Mesa, California-based provider of group/employer health benefits and annuities. Tim Skaggs, the owner, and the TAS team will join Hub Southern California; terms were not disclosed.
-
Hub International Acquires Assets of Horizon Insurance, Inc.
August 9, 2023
Insurance
Hub International Limited, through its Hub International New England affiliate, has acquired the assets of Worcester-based Horizon Insurance, Inc. The deal brings Orieta Kristo and the Horizon team into Hub New England to expand Hub’s personal and commercial insurance capabilities and strengthen its presence in Worcester and Central Massachusetts; 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.
-
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.
-
Hub International Acquires McClements Insurance Services, LLC
July 19, 2024
Insurance
Hub International Limited acquired the assets of McClements Insurance Services, LLC to expand its employee benefits and HR compliance capabilities in California. The McClements team, led by owner Ed McClements, Jr., will join Hub Central & Northern California; terms were not disclosed.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.