M&A Deal Summary

Hallmark Financial Acquires Jeffrey L. Heath

On September 2, 2008, Hallmark Financial acquired insurance company Jeffrey L. Heath

Acquisition Highlights
  • This is Hallmark Financial’s 1st transaction in the Insurance sector.
  • This is Hallmark Financial’s 2nd transaction in the United States.
  • This is Hallmark Financial’s 2nd transaction in New Jersey.

M&A Deal Summary
Date 2008-09-02
Target Jeffrey L. Heath
Sector Insurance
Buyer(s) Hallmark Financial
Deal Type Add-on Acquisition

Target

Jeffrey L. Heath

Basking Ridge, New Jersey, United States
Jeffrey L. Heath, Inc. (Heath XS) is a provider of insurance services.

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Buyer(S) 1

Buyer

Hallmark Financial

Dallas, Texas, United States
Category Company
Founded 1987
Sector Insurance
Employees257
Revenue 160M USD (2022)
DESCRIPTION

Hallmark Financial is an insurance holding company engages in the sale of property/casualty insurance products to businesses and individuals. Hallmark's business involves marketing, distributing, underwriting and servicing commercial insurance, personal insurance and general aviation insurance, as well as providing other insurance related services. Hallmark Financial was founded in 1987 and is based in Dallas, Texas.

DEAL STATS #
Overall 2 of 4
Sector (Insurance) 1 of 3
Type (Add-on Acquisition) 1 of 2
State (New Jersey) 2 of 2
Country (United States) 2 of 4
Year (2008) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2008-09-02 Hardscrabble Data Solutions

Basking Ridge, New Jersey, United States

Hardscrabble Data Solutions LLC is a provider of IT solutions.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2010-12-31 Hallmark National Insurance

Columbus, Ohio, United States

Hallmark National Insurance Co. is a provider of personal automobile insurance services.

Buy -
Mergr

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