1. Home >
  2. Heffernan Insurance Brokers Acquires Green Financial

M&A Deal Summary

Heffernan Insurance Brokers Acquires Green Financial

On January 7, 2025, Heffernan Insurance Brokers acquired insurance company Green Financial

Acquisition Highlights
  • This is Heffernan Insurance Brokers’ 16th transaction in the Insurance sector.
  • This is Heffernan Insurance Brokers’ 16th transaction in the United States.
  • This is Heffernan Insurance Brokers’ 3rd transaction in Washington.

M&A Deal Summary
Date 2025-01-07
Target Green Financial
Sector Insurance
Buyer(s) Heffernan Insurance Brokers
Deal Type Add-on Acquisition

Target

Green Financial

Kirkland, Washington, United States
Green Financial provides insurance services. Green Financial was founded in 1986 and is based in Kirkland, Washington.

Search 204,969 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

Heffernan Insurance Brokers

Walnut Creek, California, United States
Category Company
Founded 1988
Sector Insurance
DESCRIPTION

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.

DEAL STATS #
Overall 16 of 16
Sector (Insurance) 16 of 16
Type (Add-on Acquisition) 16 of 16
State (Washington) 3 of 3
Country (United States) 16 of 16
Year (2025) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-07-09 Costello Insurance Associates

Tempe, Arizona, United States

Costello Insurance Associates provides a full range of insurance services and is based in Tempe, Arizona.

Buy -
Mergr

Product

Company

Legal