Heffernan Insurance Brokers - M&A Summary and Business Overview

InsuranceCompany

Heffernan Insurance Brokers M&A Summary

Heffernan Insurance Brokers has acquired 15 companies, including 15 in the last 5 years.

Heffernan Insurance Brokers has acquired in 4 different US states. The Company’s most targeted sectors include insurance (100%).

Heffernan Insurance Brokers Business Overview

Where is Heffernan Insurance Brokers headquartered?

Heffernan Insurance Brokers is headquartered in Walnut Creek, California.

What sector is Heffernan Insurance Brokers in?

Heffernan Insurance Brokers is an insurance company.

When was Heffernan Insurance Brokers founded?

Heffernan Insurance Brokers was founded in 1988.

M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity15
  • Total Sectors Invested 1
  • Total Countries Invested 1

Heffernan Insurance Brokers

Heffernan Insurance Brokers

1350 Carlback Avenue, Suite 200,
Walnut Creek, California 94596
United States,
(925) 934-8500
www.heffins.com

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.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.6/yr) # 2 5 3 1 1 3 15
Sell (0.0/yr) # - - - - - - 0
  15

Most Recent M&A

Company Date Value Type
Costello Insurance Associates 2024-07-09 - Add-on Acquisition
Tempe, Arizona · www.aviationi.com
Calco Commercial Insurance Services 2024-02-01 - Add-on Acquisition
Sherman Oaks, California · www.calcoinsurance.com
Achieve Alpha Insurance LLC 2024-01-23 - Add-on Acquisition
Bellevue, Washington · www.achieve-alpha.com
Stitz & Associates 2023-05-09 - Add-on Acquisition
Kirkwood, Missouri · www.stitzinsurance.com
Beals Insurance Agency, Inc. 2022-08-01 - Add-on Acquisition
Ventura, California
twentytwenty Insurance Services 2021-10-29 - Add-on Acquisition
Cypress, California · www.twentytwentyins.com
Archbold & Father Insurance Associates 2021-09-09 - Add-on Acquisition
Petaluma, California
Micor Insurance Brokers, Inc. 2021-02-10 - Add-on Acquisition
San Jose, California
Truckee Community Insurance Services 2020-12-02 - Add-on Acquisition
Truckee, California · www.truckeeinsurance.com
PNL Insurance Services 2020-11-04 - Add-on Acquisition
Torrance, California · www.pnlinsurance.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 15 (100%) - - -
Total 15 - - -

By Geo

State/Country Buy Value Sell Value
United States 15 - - -
  California 11 - - -
  Washington 2 - - -
  Missouri 1 - - -
  Arizona 1 - - -
Total 15 - - -

Company Summary

SECTOR

Insurance

Established

1988

 Subscribe to unlock this and 207,390
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 200K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Heffernan Insurance Brokers

California Companies , Insurance Companies , United States Companies , California Insurance Companies , California Insurance with Acquisitions , California Insurance with Divestitures

Related Lists for California Companies

Largest California Companies , Acquisitive California Companies , Recently Acquired California Companies , Recently Sold California Companies , Private California Companies , Public California Companies , Acquired California Companies , PE Backed California Companies

Related Lists for Insurance Companies

Largest Insurance Companies , Acquisitive Insurance Companies , Recently Acquired Insurance Companies , Recently Sold Insurance Companies , Private Insurance Companies , Public Insurance Companies , Acquired Insurance Companies , PE Backed Insurance Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal