Heffernan Network Insurance Brokers Acquires SGB Insurance Services

Heffernan Network Insurance Brokers Acquires Easterly Surety & Insurance Services

August 1, 2023

Insurance

Heffernan Network Insurance Brokers, a subsidiary of Heffernan Insurance Brokers, acquired Easterly Surety & Insurance Services, a Walnut Creek, California-based commercial insurance and surety agency, effective July 1, 2023. Kevin and Teri Easterly and four team members joined Heffernan Network; Easterly will operate as an autonomous subsidiary leveraging Heffernan Network's market access, back-office resources and expanded capabilities to pursue growth into employee benefits, personal lines and larger commercial accounts.

Heffernan Insurance Brokers Acquires Stitz & Associates

May 1, 2023

Insurance

Heffernan Insurance Brokers, a large independent insurance brokerage headquartered in Walnut Creek, California, has acquired Stitz & Associates, a Kirkwood, Missouri-based insurance agency focused on group employer health, individual health and Medicare. The Stitz team joined Heffernan's small business division, HeffDirect, to expand Heffernan's capabilities and presence in Missouri and the greater Midwest.

Heffernan Network Insurance Brokers Acquires Barbary Insurance Brokerage

May 1, 2023

Insurance

Heffernan Network Insurance Brokers, a subsidiary of Heffernan Insurance Brokers, has acquired Barbary Insurance Brokerage, a Bay Area-focused commercial and personal lines agency headquartered in Oakland, California. The deal brings founder Jerry Becerra and several team members into the Heffernan Network to allow Barbary to operate as an autonomous subsidiary while leveraging Heffernan's market access and support resources to drive growth and provide an exit/perpetuation solution for the founder.

Heffernan Network Insurance Brokers Acquires Maffei Insurance & Financial Services

April 1, 2023

Insurance

Heffernan Network Insurance Brokers, a subsidiary of Heffernan Insurance Brokers based in Walnut Creek, California, has acquired Maffei Insurance & Financial Services, a family-owned agency headquartered in Stockton, California. Founder Don Maffei and 12 team members joined Heffernan Network effective April 1, 2023; the deal is intended to provide Maffei with greater market access and resources to expand its commercial lines while preserving the agency as an autonomous subsidiary.

Heffernan Network Insurance Brokers Acquires Kettering Rose Insurance Services

January 1, 2023

Insurance

Heffernan Network Insurance Brokers, a subsidiary of Heffernan Insurance Brokers, acquired Kettering Rose Insurance Services of La Mesa, California, effective January 1, 2023. Founder Robyn Kettering and 10 team members joined Heffernan Network; Kettering Rose will operate as an autonomous subsidiary leveraging Heffernan's market access and resources to grow its commercial, personal and public-auto insurance business.

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.