Investment Summary

SkyKnight Capital Invests In Heffernan Insurance Brokers

On July 22, 2019, private equity firm SkyKnight Capital invested in insurance company Heffernan Insurance Brokers

Investment Highlights
  • This is SkyKnight Capital’s 2nd transaction in the Insurance sector.
  • This is SkyKnight Capital’s 3rd transaction in the United States.
  • This is SkyKnight Capital’s 1st transaction in California.

Investment Summary
Date 2019-07-22
Target Heffernan Insurance Brokers
Sector Insurance
Investor(s) SkyKnight Capital
Deal Type Growth Capital
Advisor(s) Waller Helms Advisors LLC (Financial)

Target

Heffernan Insurance Brokers

Walnut Creek, California, United States
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.

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Investor(S) 1

Investor

SkyKnight Capital

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2015
Size Small
Type Sector Agnostic
DESCRIPTION

SkyKnight Capital is a private equity firm focused on long-term investments in businesses requiring value-add strategies to achieve growth. SkyKnight will consider majority or minority investment situations and generally looks to commit $25 to $250 million per transaction. Sectors of interest include healthcare, financial services, and tech-enabled services. SkyKnight is headquartered in San Francisco, California.

DEAL STATS #
Overall 3 of 14
Sector (Insurance) 2 of 3
Type (Growth Capital) 2 of 9
State (California) 1 of 2
Country (United States) 3 of 14
Year (2019) 1 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-10-11 AmWINS

Charlotte, North Carolina, United States

AmWINS is a distributor of insurance products, provides property and casualty products, group insurance programs, and administrative services to retail insurance agents. It provides brokerage services in the areas of property, casualty, financial risk, auto, construction, environmental, healthcare, life sciences, and public entity. AmWINS was founded in 1998 and is based in Charlotte, North Carolina.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-08-05 WhiteWater

Tomball, Texas, United States

WhiteWater owns and operates express exterior car washes, a highly automated car wash model, and generates a significant portion of its revenue from recurring monthly memberships. WhiteWater was founded in 2016 and is based in Tomball, Texas.

Buy -
Mergr

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