Horizon Investments Acquires Majority of Centre Asset Management

Hub International Acquires Assets of Horizon Agency, Inc.

April 4, 2023

Insurance

Hub International Limited acquired the assets of Horizon Agency, Inc., an Eden Prairie, Minnesota insurance agency that provides commercial and personal insurance and employee benefits. The deal strengthens Hub’s commercial, personal lines and employee benefits capabilities in the Great Plains region; terms were not disclosed.

Altamont Capital Partners Makes Strategic Investment in Horizon Investments

July 27, 2021

Wealth Management

Altamont Capital Partners has completed a strategic growth investment in Horizon Investments, a Charlotte-based registered investment advisor with approximately $7 billion in assets under advisement. The investment will provide capital and strategic support to accelerate Horizon's distribution, expand its goals-based solutions, and pursue add-on acquisitions while Horizon's management remains significant equity holders and John Drahzal assumes the CEO role.

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.

Horizon Capital Takes Majority Stake in Boston Multi Family Office from Rockpool Investments

September 2, 2022

Wealth Management

Horizon Capital will take a majority stake in Boston Multi Family Office (Boston MFO), one of the Isle of Man's leading trust and fiduciary services businesses, as Rockpool Investments and management shareholders exit. The investment will support the management team to continue growing the business organically and through acquisitions; the deal remains subject to regulatory approval.

Rubicon Founders Acquires Majority Stake in Horizon Infusions

February 7, 2025

Healthcare Services

Rubicon Founders has made a majority investment in Horizon Infusions, Ohio’s largest network of ambulatory infusion centers, with BroadOak Capital remaining as a minority investor. The investment will support Horizon’s growth from its 21 centers in Ohio and enable expansion into new markets while preserving the company’s patient-centered, outpatient infusion model.

Nomura Acquires Macquarie's U.S. & European Public Asset Management Business

April 22, 2025

Wealth Management

Nomura has agreed to acquire Macquarie Asset Management’s North American and European public asset management business (including equities, fixed income and multi‑asset strategies) in an all‑cash transaction for roughly US$1.8 billion, subject to closing adjustments and regulatory approvals. The business—led from Philadelphia with more than 700 employees and approximately US$180 billion of AUM—will join Nomura’s Investment Management division, and the firms will also enter a broader product and distribution collaboration.