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New Deal


Announced

Hub International acquired Pennsylvania-based WhartonHill Advisors.

Financials

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

Tags

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Acquisition

Pending

United States

Management Consulting

Natural

consulting services

Private

Single Bidder

Synopsis

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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."

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