Heffernan Insurance Brokers Overview
- Year Founded
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1988
- Status
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Private
- Employees
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613
- Latest Deal Type
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Debt Refin.
- Financing Rounds
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3
- Investments
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35
Heffernan Insurance Brokers General Information
Description
Operator of an insurance brokerage firm intended to serve businesses and individuals. The company offers comprehensive employee benefits and financial services products such as business, personal, property and casualty insurance services, enabling clients to protect their valuable assets and make smart decisions.
Contact Information
Website
www.heffins.comCorporate Office
- 1350 Carlback Avenue
- Walnut Creek, CA 94596
- United States
Corporate Office
- 1350 Carlback Avenue
- Walnut Creek, CA 94596
- United States
Heffernan Insurance Brokers Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Heffernan Insurance Brokers Comparisons
Industry
Financing
Details
Heffernan Insurance Brokers Competitors (58)
One of Heffernan Insurance Brokers’s 58 competitors is USI Insurance Services, a Private Equity-Backed company based in Valhalla, NY.
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
USI Insurance Services | Private Equity-Backed | Valhalla, NY | ||||
EPIC Insurance Brokers & Consultants | Private Equity-Backed | San Francisco, CA | ||||
NSM Insurance Group | Private Equity-Backed | Conshohocken, PA | ||||
Goodworks Financial Group | Private Equity-Backed | Glastonbury, CT | ||||
AIG Asia Pacific Insurance | Corporation | Singapore |
Heffernan Insurance Brokers Signals
Heffernan Insurance Brokers Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
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Heffernan Insurance Brokers Investments & Acquisitions (35)
Heffernan Insurance Brokers’s most recent deal was a Buyout/LBO with Costello Insurance. The deal was made on 01-May-2024.
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
Costello Insurance | 01-May-2024 | Buyout/LBO | Insurance Brokers | ||
Achieve Alpha | 23-Jan-2024 | Buyout/LBO | Automotive Insurance | ||
Calco Commercial Insurance Services | 01-Jan-2024 | Buyout/LBO | Insurance Brokers | ||
ES&ISI | 01-Jul-2023 | Buyout/LBO | Insurance Brokers | ||
Barbary Insurance Brokerage | 01-May-2023 | Buyout/LBO | Insurance Brokers |
Heffernan Insurance Brokers Subsidiaries (11)
Company Name | Industry | Location | Founded |
---|---|---|---|
Heffernan Network Insurance Brokers | Other Insurance | Walnut Creek, CA | 2017 |
Beals Insurance Agency | Insurance Brokers | Bedford, NH | |
Calco Commercial Insurance Services | Insurance Brokers | Los Angeles, CA | |
Achieve Alpha | Automotive Insurance | Bellevue, WA | |
Barbary Insurance Brokerage | Insurance Brokers | Oakland, CA |
Heffernan Insurance Brokers Exits (1)
Heffernan Insurance Brokers’s most recent exit was on 01-Sep-2016 from QBIS Insurance Solutions. The exit was categorized as .
Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
---|---|---|---|---|---|
QBIS Insurance Solutions | 01-Sep-2016 | Completed |
|
Heffernan Insurance Brokers FAQs
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When was Heffernan Insurance Brokers founded?
Heffernan Insurance Brokers was founded in 1988.
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Where is Heffernan Insurance Brokers headquartered?
Heffernan Insurance Brokers is headquartered in Walnut Creek, CA.
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What is the size of Heffernan Insurance Brokers?
Heffernan Insurance Brokers has 613 total employees.
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What industry is Heffernan Insurance Brokers in?
Heffernan Insurance Brokers’s primary industry is Insurance Brokers.
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Is Heffernan Insurance Brokers a private or public company?
Heffernan Insurance Brokers is a Private company.
-
What is Heffernan Insurance Brokers’s current revenue?
The current revenue for Heffernan Insurance Brokers is
. -
Who are Heffernan Insurance Brokers’s investors?
SkyKnight Capital has invested in Heffernan Insurance Brokers.
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Who are Heffernan Insurance Brokers’s competitors?
USI Insurance Services, EPIC Insurance Brokers & Consultants, NSM Insurance Group, Goodworks Financial Group, and AIG Asia Pacific Insurance are some of the 58 competitors of Heffernan Insurance Brokers.
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