OLI Insurance Services Acquires Valley General Insurance Services
June 1, 2021
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.
- Buyers
- OLI Insurance Services, Inc., Heffernan Insurance Brokers
- Targets
- Valley General Insurance Services
- Sellers
- David Tuckness, Archway Insurance Brokers LLC
- Platforms
- OLI Insurance Services, Inc.
- Industry
- Insurance
- Location
- California, United States
- Transaction Type
- Addon
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