Hub International Acquires Creative Financial Strategies, LLC

Hub International Acquires Creative Business Solutions Group Inc.

December 8, 2023

Insurance

Hub International Limited has acquired the assets of Creative Business Solutions Group Inc., an employee benefits firm based in Melville, New York. The Creative Business Solutions team led by President Jason Anker will join Hub Northeast as part of Hub’s strategy to expand its employee benefits capabilities and regional footprint; terms were not disclosed.

HUB International Acquires the Assets of CSi Advisory Services, LLC

June 6, 2022

Financial Services

HUB International Limited acquired the assets of CSi Advisory Services, LLC, an Indianapolis-based retirement plan consulting and wealth management firm with $1.1 billion in assets under management. Kristi Baker, Kelli Davis and the CSi team will join Hub Midwest East; terms were not disclosed and CSi was represented by Wise Rhino Group.

HUB International Acquires Assets of Intercontinental Growth Strategies (IGS)

August 8, 2022

Financial Services

HUB International Limited has acquired the assets of Intercontinental Growth Strategies, LLC (IGS), a Chicago-based trade credit insurance brokerage. The acquisition expands HUB's trade credit insurance capabilities to support its Financial Institutions Specialty and Complex Risk practice; terms were not disclosed.

Hub International Acquires Clark 401k Consulting, LLC

August 8, 2024

Wealth Management

Hub International Limited has acquired the assets of Clark 401k Consulting, LLC, a Los Gatos, California-based independent 401(k) consulting and fiduciary processes firm. The Clark team, led by Christopher Clark, will join Hub's Retirement and Private Wealth practice to strengthen Hub's retirement services in Central & Northern California; terms were not disclosed.

HUB International Acquires Assets of WealthPlan Advisors, LLC

August 3, 2022

Financial Services

HUB International Limited acquired the assets of WealthPlan Advisors, LLC, an independent Scottsdale-based investment advisor, to expand its retirement and wealth advisory capabilities in the Southwest. WealthPlan Advisors had nearly 600 clients and managed more than $2.3 billion in assets as of March 2022; terms were not disclosed and the firm was represented by Wise Rhino Group.

HUB International Acquires Creative Benefits & Insurance Solutions (MI)

January 11, 2023

Insurance

Hub International Limited acquired the assets of Creative Benefits & Insurance Solutions, LC (CBIS), a Utica, Michigan-based provider of employee benefits, commercial and personal insurance, and risk management services. Founder Patricia Shall and the CBIS team will join Hub Midwest East; terms were not disclosed and CBIS was represented by Reagan Consulting.