Heritage Insurance Holdings Mergers and Acquisitions Summary

Insurance Company

Heritage Insurance Holdings has acquired 3 companies, including 1 in the last 5 years. A total of 1 acquisition came from private equity firms.

Heritage Insurance Holdings’ largest acquisition to date was in 2017, when it acquired Narragansett Bay Insurance for $250M. Heritage Insurance Holdings has acquired in 3 different US states. The Company’s most targeted sectors include insurance (67%) and business services (34%).

Join Mergr and gain access to Heritage Insurance Holdings’ M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the insurance sector.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 2

Heritage Insurance Holdings, Inc. (Heritage Insurance Holdings)

2600 McCormick Drive, Suite 300,
Clearwater, Florida 33759
United States,
(727) 362-7200
www.heritagepci.com

Heritage Insurance Holdings is a specialty insurance provider. Heritage Insurance Holdings was founded in 2012 and is based in Clearwater, Florida.


M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.2/yr) # 2 1 - - - - 3
vol $126M $250M $376M
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Narragansett Bay Insurance Co. 2017-08-08 250M USD Add-on Acquisition
Pawtucket, Rhode Island · www.nbic.com
Zephyr Insurance Co., Inc. 2015-09-29 120M USD Add-on Acquisition
Honolulu, Hawaii · www.zephyrins.com
BRC Restoration Specialists, Inc. 2015-08-03 6M USD Add-on Acquisition
Safety Harbor, Florida · www.brcrestoration.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 2 (67%) 370M (98%) - -
Business Services 1 (33%) 6M (2%) - -
Total 3 $376M - -

By Geo

State/Country Buy Value Sell Value
United States 3 376M - -
  Rhode Island 1 250M - -
  Hawaii 1 120M - -
  Florida 1 6M - -
Total 3 $376M - -

Top M&A Advisors

Financial Deals
Citigroup Investment Banking
1
Legal Deals
Greenberg Traurig LLP
1

Deal Values

buy # Total
$100M to $1B 2 $370M
< $100M 1 $6M
TOTAL $376M
Largest Narragansett Bay Insurance Co.
$250M (2017-08-08)

M&A Connections

Deals
Acquired from
Investor(s)
33%
1 (33%)

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