OLI Insurance Services Acquires Walton and Associates Insurance Services

OLI Insurance Services Acquires The Henkes Welsh Agency

September 1, 2021

Insurance

OLI Insurance Services, Inc., a subsidiary of Heffernan Insurance Brokers, acquired The Henkes Welsh Agency effective September 1, 2021. The Reno, Nevada-based agency will operate autonomously as a subsidiary of OLI and will leverage OLI's market access, resources and technology to grow its property & casualty and employee benefits business for commercial and personal clients.

OLI Insurance Services Acquires Rose City Associates

October 1, 2021

Insurance

OLI Insurance Services, a subsidiary of Heffernan Insurance Brokers, acquired Portland-based Rose City Associates effective October 1, 2021. Rose City will operate autonomously as Heffernan Rose City with founders Pete Lackner and Bob Asher continuing to lead the team while gaining Heffernan/OLI market access, resources and support to grow in Oregon.

OLI Insurance Services Acquires Valley General Insurance Services

June 1, 2021

Insurance

OLI Insurance Services, a subsidiary of Heffernan Insurance Brokers, acquired San Jose-based Valley General Insurance Services effective June 1, 2021. Valley General will continue to operate autonomously under president David Tuckness and will leverage OLI/Heffernan’s market access and resources to grow its commercial and personal lines business in the South Bay market.

OLI Insurance Services Acquires Truck Writer Insurance Services, Inc.

May 1, 2020

Insurance

OLI Insurance Services, a subsidiary of Heffernan Insurance Brokers, acquired the assets of Truck Writer Insurance Services, Inc., a Burlingame, California-based specialist in trucking and public auto insurance, effective May 1, 2020. Truck Writer will operate as an autonomous affiliate within the OLI/Heffernan network as part of the group's strategy to expand specialty market capabilities and support independent agencies.

Hub International Acquires Brokerage Assets of The Olson Insurance Agency LLC and Insure All, LLC

November 3, 2020

Insurance

Hub International Limited acquired the insurance brokerage assets of The Olson Insurance Agency LLC and Insure All, LLC, both Virginia-based agencies. The agencies' owners (Max Olson and Michael Forney) and their employees will join Hub Mid-Atlantic; terms were not disclosed.

Heffernan Insurance Brokers Acquires PNL Insurance Services

November 4, 2020

Insurance

Heffernan Insurance Brokers has acquired PNL Insurance Services, a Torrance, California-based insurance brokerage, effective November 1, 2020. The PNL team, led by David Lebental, joined Heffernan's Los Angeles branch to expand the firm's Southern California presence and deepen capabilities in employee benefits and entertainment-industry coverages.