HUB International Acquires Assets of IBG Financial Partners

Hub International Acquires Integrated Benefits Group Insurance Brokerage, Inc.

July 12, 2024

Insurance

Hub International Limited acquired the assets of Integrated Benefits Group Insurance Brokerage, Inc. (IBG), an employee and group benefits broker based in Stoneham, Massachusetts. The IBG team, led by CEO Tony Maffeo, will join Hub New England; financial terms were not disclosed.

HUB International Acquires Assets of GRP Financial California

December 14, 2021

Wealth Management

HUB International Limited has acquired the assets of GRP Financial California, LLC; terms were not disclosed. The San Clemente-based retirement plan consulting team (which managed roughly $3.4 billion in assets as of September 30, 2021) will join Hub California, strengthening HUB's retirement capabilities and presence in California.

Hub International Acquires the Assets of Baystate Fiduciary Advisors, Inc.

November 11, 2020

Wealth Management

Hub International Limited acquired the assets of Baystate Fiduciary Advisors, Inc., a Boston-based fiduciary advisory firm that manages approximately $2.9 billion in client assets. The deal strengthens Hub’s Retirement and Private Wealth capabilities in New England by adding Baystate’s talent and retirement plan advisory services; Baystate’s Managing Partner Gregg Andonian will join Hub RPW in the region.

HUB International Acquires the Assets of Epstein Financial Group

June 1, 2021

Wealth Management

HUB International Limited acquired the assets of Epstein Financial Services LLC and Epstein Financial Group LLC, an East Longmeadow, Massachusetts-based independent Registered Investment Advisor. Terms were not disclosed; Charlie Epstein, Principal and Founder, will join Hub Retirement and Private Wealth as the deal expands HUB's retirement and wealth management capabilities.

HUB International Acquires Allegiant Global Partners, Inc.

May 5, 2025

Insurance

Hub International Limited acquired the assets of Allegiant Global Partners, Inc. (AGP), a Boston-based health, welfare and risk consulting firm focused on international employee benefits. The acquisition strengthens Hub’s Specialty and Global Benefits capabilities and brings AGP’s founder and team into Hub’s national employee benefits organization.

Hub International Acquires Assets of WFG Benefits, Inc.

October 6, 2020

Insurance

Hub International Limited acquired the assets of WFG Benefits, Inc., a McLean, Virginia-based insurance and employee benefits planning firm. The acquisition, announced October 6, 2020, expands Hub’s Mid-Atlantic benefits capabilities and geographic footprint; terms were not disclosed.