HUB International strengthens retirement and private wealth services with acquisition of Creative Financial Strategies, LLC in South Carolina
Acquiring Company
Hub International
Acquired Company
Creative Financial Strategies
ChicagoColumbiaProfessional ServicesFinancial ServicesHealth CareEmployee BenefitsRisk ManagementInsuranceFinanceDescription
HUB International Limited has announced its acquisition of Creative Financial Strategies, LLC, a firm based in Columbia, South Carolina. This strategic move aims to enhance HUB's service capabilities by incorporating the exceptional experience and expertise of the Creative Financial Strategies team in financial planning, wealth management, and retirement services.
Quick answer
Hub International is acquiring Creative Financial Strategies, announced October 7, 2024. Hub International is based in Chicago, Illinois, United States.
- How much did Hub International pay for Creative Financial Strategies?
- The deal value was not disclosed.
- What does Hub International do?
- Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services.
- Where are Hub International and Creative Financial Strategies based?
- Hub International is based in Chicago, Illinois, United States. Creative Financial Strategies is based in Columbia, South Carolina, United States.
- Who are the decision-makers at Hub International?
- Fundz holds 3 contacts at Hub International. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Professional Services and Financial Services
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- Hub International Limited acquires ANCO Insurance Managers, Inc. to strengthen insurance solutions in Texas (November 11, 2024)
- Hub International expands agribusiness insurance and risk solutions with acquisition of Western Growers Insurance Services (November 4, 2024)
- Arthur J. Gallagher & Co. expands with Adept Benefits buy to enhance benefits consulting operations (October 29, 2024)
- Hub International Limited acquires assets of Flexible Benefits Plans, Inc. to enhance employee benefits and general agency services in Pennsylvania (September 5, 2024)
- Republic Financial completes acquisition of SLP Financial, expanding product portfolio with mortgage protection services (October 9, 2024)
- World Insurance Associates LLC acquires Skylands Insurance Group to expand insurance services (November 12, 2024)
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Frequently asked
Who acquired Creative Financial Strategies?
Creative Financial Strategies was acquired by Hub International, based in Chicago. The deal was reported on October 7, 2024. Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. Hub International is privately held and operates in Professional Services.
When did Hub International acquire Creative Financial Strategies?
Hub International's acquisition of Creative Financial Strategies was reported on October 7, 2024. HUB International Limited has announced its acquisition of Creative Financial Strategies, LLC, a firm based in Columbia, South Carolina. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Creative Financial Strategies do?
Creative Financial Strategies, LLC provides investment and financial advisory services to individual and corporate clientele across America. The firm brings an exceptional wealth of experience in financial planning, wealth management, and retirement services. It is privately held, operating in Finance, and is based in Columbia.
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