M&A Deal Summary |
|
|---|---|
| Date | 2023-01-03 |
| Target | Bon Agency |
| Sector | Insurance |
| Buyer(s) | Heffernan Network Insurance Brokers |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2017 |
| Sector | Insurance |
Heffernan Network Insurance Brokers helps small independent agencies grow by providing exceptional market access, new business fulfillment, back-office support, and technology solutions to help improve efficiency as well as initiate revenue streams outside their core competencies (i.e. employee benefits, life insurance, personal lines, and property & casualty). Heffernan Network Insurance Brokers was founded in 2017 and is based in Walnut Creek, California.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 6 |
| Sector (Insurance) | 2 of 6 |
| Type (Add-on Acquisition) | 2 of 6 |
| State (Wyoming) | 1 of 1 |
| Country (United States) | 2 of 6 |
| Year (2023) | 1 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-12-20 |
SGB Insurance Services
Wildomar, California, United States SGB Insurance Services specializes in providing personal lines and commercial lines of coverage, the latter for a wide range of industries. SGB Insurance Services was founded in 1989 and is based in Wildomar, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-03-08 |
Kettering Rose
La Mesa, California, United States Kettering Rose focuses on commercial lines and personal lines clients with a specialty in the public auto sector. Kettering Rose was founded in 2004 and is based in La Mesa, California. |
Buy | - |
