Heffernan Insurance Brokers Overview

  • Year Founded
  • 1988

Year Founded

  • Status
  • Private

  • Employees
  • 613

Employees

  • Latest Deal Type
  • Debt Refin.

  • Financing Rounds
  • 3

  • Investments
  • 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.com
Formerly Known As
Heffernan Group
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 1350 Carlback Avenue
  • Walnut Creek, CA 94596
  • United States
+1 (925)
Primary Industry
Insurance Brokers
Other Industries
Multi-line Insurance
Corporate Office
  • 1350 Carlback Avenue
  • Walnut Creek, CA 94596
  • United States
+1 (925)

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Heffernan Insurance Brokers Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Heffernan Insurance Brokers Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of an insurance brokerage firm intended to serve businesses and individuals. The company offers comprehensive e
Insurance Brokers
Walnut Creek, CA
613 As of 2024

Valhalla, NY
 

San Francisco, CA
 
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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
You’re viewing 5 of 58 competitors. Get the full list »

Heffernan Insurance Brokers Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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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
You’re viewing 5 of 35 investments and acquisitions. Get the full list »

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
You’re viewing 5 of 11 subsidiaries. Get the full list »

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
To view Heffernan Insurance Brokers’s complete exits history, request access »

Heffernan Insurance Brokers FAQs

  • When was Heffernan Insurance Brokers founded?

    Heffernan Insurance Brokers was founded in 1988.

  • Where is Heffernan Insurance Brokers headquartered?

    Heffernan Insurance Brokers is headquartered in Walnut Creek, CA.

  • What is the size of Heffernan Insurance Brokers?

    Heffernan Insurance Brokers has 613 total employees.

  • What industry is Heffernan Insurance Brokers in?

    Heffernan Insurance Brokers’s primary industry is Insurance Brokers.

  • 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.

  • 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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