MarshBerry Advises Legacy Planning Partners on their Acquisition by HUB International
Woodmere, OH – MarshBerry, a leading investment banking and consulting firm serving the insurance distribution and wealth management industries, is pleased to have advised Legacy Planning Partners (Legacy) on their sale to HUB International Limited (HUB). The transaction closed on November 1, 2024.
Founded in 1999 by Jan Graybill, Managing Partner, Legacy focuses on exit planning for business owners, family office services and pre-retiree financial planning. With offices across eastern Pennsylvania the firm manages approximately $2.5 billion in assets under management.
Legacy represents the latest addition to HUB Retirement and Private Wealth, a growing division of HUB International that offers institutional and retirement services to organizations and customized private wealth management services to individuals and families.
“MarshBerry is proud to have represented Legacy Planning Partners in their acquisition by HUB,” said Phil Trem, MarshBerry President – Financial Advisory. “By aligning strategic goals, structuring the deal, and ensuring a seamless integration, we helped create a partnership that enhances both firms’ strengths. This acquisition not only expands HUB’s ability to deliver comprehensive financial solutions but also provides Legacy with access to greater resources and capabilities to support their clients and future growth.”
This acquisition underscores the growing trend of high-end wealth management firms with business owner clientele and family office services approaches choosing to partner with insurance brokerages.
“This acquisition reflects a broader industry shift—firms are recognizing the value of strategic partnerships to scale, enhance client service, and secure long-term success,” added John Orsini, Director – MarshBerry. “We’re proud to have helped Legacy find the right partner in HUB to drive their next phase of growth.”
Terms of the transaction were not disclosed.
Leveraging a focused and well–defined process, MarshBerry’s team of investment bankers understand the complexities of the wealth market and how to properly position firms to realize value. With extensive experience in both organic and inorganic growth strategies, clients turn to MarshBerry for strategic advisory, growth acceleration consulting, M&A transactions including liquidity transactions, acquisition transactions, business continuity/perpetuation transactions, and more.
MarshBerry – Helping Clients Learn, Improve & Realize Value
MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com.
About Legacy Planning
Legacy Planning has been providing individuals and businesses with financial advice and guidance since 1999. Located at 228 West Gay Street, West Chester, PA, Legacy Planning’s advisors pride themselves on delivering first-class ideas and advice. For more information, please visit legacy-online.com. Legacy Planning offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.
Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.
