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Heffernan Insurance Brokers - M&A Summary and Business Overview

InsuranceCompany

Heffernan Insurance Brokers M&A Summary

Heffernan Insurance Brokers has acquired 16 companies, including 14 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 Activity16
    • M&A Buy Activity16
  • 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 founded in 1988 and is based in Walnut Creek, California.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.8/yr) # 7 3 1 1 3 1 16
Sell (0.0/yr) # - - - - - - 0
  16

Most Recent M&A

Company Date Value Type
Green Financial 2025-01-07 - Add-on Acquisition
Kirkland, Washington · www.greenfinancial.com
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
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 16 (100%) - - -
Total 16 - - -

By Geo

State/Country Buy Value Sell Value
United States 16 - - -
  California 11 - - -
  Washington 3 - - -
  Missouri 1 - - -
  Arizona 1 - - -
Total 16 - - -

Company Summary

SECTOR

Insurance

Established

1988

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