OLI Insurance Services Acquires The Henkes Welsh Agency

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 Walton and Associates Insurance Services

August 1, 2021

Insurance

OLI Insurance Services, a subsidiary of Heffernan Insurance Brokers, has acquired Walton and Associates Insurance Services effective August 1, 2021. The San Jose-based, family-run agency will operate autonomously under the OLI/Heffernan network to leverage market access, back-office support and growth resources.

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.

The Hilb Group Acquires Owen Moore Insurance Agency

December 31, 2020

Insurance

The Hilb Group, LLC (THG) acquired Michigan-based Owen Moore Insurance Agency, LLC (OMA) effective December 31, 2020. OMA, a full-service property and casualty insurance agency, will join THG's Midwest region with Randal (Randy) Moore and his team; THG is a PE-backed insurance brokerage controlled by The Carlyle Group.

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.

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.