M&A Deal Summary |
|
|---|---|
| Date | 2024-01-23 |
| Target | Achieve Alpha Insurance |
| Sector | Insurance |
| Buyer(s) | Heffernan Insurance Brokers |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1988 |
| Sector | Insurance |
Heffernan Insurance Brokers provides comprehensive business insurance, personal insurance, employee benefits, and financial services. Heffernan was formed in 1988 and is based in Walnut Creek, California.
| DEAL STATS | # |
|---|---|
| Overall | 13 of 14 |
| Sector (Insurance) | 13 of 14 |
| Type (Add-on Acquisition) | 13 of 14 |
| State (Washington) | 2 of 2 |
| Country (United States) | 13 of 14 |
| Year (2024) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-05-09 |
Stitz & Associates
Kirkwood, Missouri, United States Stitz & Associates is a single-source destination for clients providing services that include employee benefits and outsourced backroom solutions for commercial clients, and supplemental and enrollment assistance for individuals. Stitz & Associates was founded in 1989 and is based in Kirkwood, Missouri. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-01 |
Calco
Sherman Oaks, California, United States Calco provides property, casualty, & life insurance products in all 50 states. Calco was founded in 2008 and is based in Sherman Oaks, California. |
Buy | - |
