.
MergerLinks Header Logo

New Deal


Announced

Hub International acquired Pennsylvania-based WhartonHill Advisors.

Financials

Edit Data
Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

Edit

Acquisition

Pending

United States

Management Consulting

Natural

consulting services

Private

Single Bidder

Synopsis

Edit

Hub International, a leading global insurance brokerage, acquired Pennsylvania-based WhartonHill Advisors, an institutional investment consulting and private wealth firm. Financial terms were not disclosed. "We're excited to have WhartonHill Advisors join Hub's growing group of passionate, retirement plan and private wealth advisors," said David Reich, National President, Hub Retirement and Private Wealth. "As the 'health meets wealth conversation' continues to grow in the workplace, we'll continue to expand our advisory services to offer meaningful resources to help our clients reach better outcomes."

Search a database of more than 250,000 verified dealmakers

Receive automated updates on global transactions

Follow the activity, relationships and transactions of top dealmakers

No credit card required

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US