Hub Acquires Assets of Ohio’s Benefit Strategies Agency

March 4, 2021

Chicago-based global insurance brokerage, Hub International Limited (Hub), has acquired the assets of Benefit Strategies Agency LLC and Financial Strategies Agency LLC (collectively, Benefit Strategies Agency), headquartered in Findlay, Ohio.

Terms of the transaction were not disclosed.

Benefit Strategies Agency specializes in employee benefits, retirement and financial planning. Brett Montague, Rod Wood, Lorie Montague and Terri Kuntz, all managing principals of Benefit Strategies Agency, will join Hub Midwest East.

Hub International Limited provides risk management, insurance, employee benefits, retirement and wealth management products and services.

Source: Hub International Limited

Topics Mergers Ohio

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