Tracked deals
28
28 tracked deals across 2019-2026.
Operating Company
Financial Services
Heffernan Insurance Brokers
Walnut Creek, California, United States
Heffernan Insurance Brokers is an independent insurance brokerage founded in 1988 that provides business insurance, personal insurance, employee benefits, and related financial services. It is headquartered in Walnut Creek, California and serves clients nationwide.
- Focus Areas
- Insurance brokerage, Employee benefits, Personal insurance
- Website
- www.heffins.com
Recent pace
1
1 tracked deal announced in the last 12 months.
Deal mix
Buyout
25 buyout · 3 addon
Heffernan Insurance Brokers Acquisition Volume by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 28 tracked deals for Heffernan Insurance Brokers.
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October 6, 2026
- Buyer
- Heffernan Insurance Brokers
- Target
- Walterry Insurance Brokers
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
Heffernan Insurance Brokers acquired Walterry Insurance Brokers, an independent insurance agency based in Clinton, Maryland. The Walterry team joined Heffernan effective May 1, 2026, expanding Heffernan’s presence in the Washington, D.C. metropolitan area and strengthening its media/professional liability capabilities.
-
- Buyer
- Heffernan Insurance Brokers
- Target
- Pac Global Insurance Brokerage, Inc.
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Heffernan Insurance Brokers has acquired Pac Global Insurance Brokerage, bringing Pac Global’s marine cargo insurance expertise into Heffernan’s specialty practice effective April 1, 2025. The acquisition expands Heffernan’s capabilities serving freight forwarders, customs brokers, and import/export operations by adding tailored marine cargo coverage and claims support.
-
- Buyer
- Heffernan Insurance Brokers
- Target
- Costello Insurance Associates
- Industry
- Insurance
- Location
- Arizona, United States
- Type
- Buyout
Heffernan Insurance Brokers acquired Costello Insurance Associates, adding aviation insurance expertise to its Phoenix-area operations effective May 1, 2024. Costello, founded by Pat Costello in 1991 and based in Tempe, Arizona, brings a team of five employees and will report into Heffernan's Phoenix branch; terms were not disclosed.
-
- Buyer
- Heffernan Financial Services, Heffernan Insurance Brokers
- Target
- First Coast Wealth Advisors
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Heffernan Financial Services (with Heffernan Insurance Brokers) has acquired First Coast Wealth Advisors, a St. Augustine, Florida-based wealth advisory firm, effective January 1, 2024; terms were not disclosed. The First Coast team, led by founder Jeff Helms, joined Heffernan to expand the firm's wealth advisory capabilities and establish a Florida presence.
-
- Buyer
- Heffernan Insurance Brokers
- Target
- Calco Commercial Insurance Services
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Heffernan Insurance Brokers has acquired Calco Commercial Insurance Services, a Sherman Oaks, California-based small-business-focused insurance brokerage, effective January 1, 2024. Calco, founded in 2008, specializes in serving small businesses in sectors including vape, medical spa and cryotherapy and will join Heffernan's HeffDirect small business division; terms were not disclosed.
-
December 31, 2023
- Buyer
- Heffernan Insurance Brokers
- Target
- Achieve Alpha Insurance
- Industry
- Insurance
- Location
- Washington, United States
- Type
- Buyout
Heffernan Insurance Brokers has acquired Achieve Alpha Insurance of Bellevue, Washington, with Gary Franke and his three team members joining Heffernan’s small business division, HeffDirect, effective December 31, 2023. Achieve Alpha, founded in 2008, specializes in Individual Health and Medicare solutions (and offers life, disability and long-term-care products); terms were not disclosed and Helfer & Associates advised Achieve Alpha.
-
- Buyer
- Heffernan Network Insurance Brokers, Heffernan Insurance Brokers
- Target
- Easterly Surety & Insurance Services
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
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.
-
- Buyer
- Heffernan Financial Services
- Target
- Ascendant Financial Solutions
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Heffernan Financial Services acquired Ascendant Financial Solutions, a Registered Investment Advisor with offices in Flagstaff, Phoenix and Mesa, Arizona. Founder JD Hoyt and his team joined Heffernan effective May 1, 2023, expanding Heffernan’s wealth management capabilities and presence in Arizona.
-
- Buyer
- Heffernan Insurance Brokers
- Target
- Stitz & Associates
- Industry
- Insurance
- Location
- Missouri, United States
- Type
- Buyout
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.
-
- Buyer
- Heffernan Network Insurance Brokers
- Target
- Barbary Insurance Brokerage
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
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.
-
- Buyer
- Heffernan Network Insurance Brokers
- Target
- Maffei Insurance & Financial Services
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
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.
-
- Buyer
- Heffernan Network Insurance Brokers, Heffernan Insurance Brokers
- Target
- Kettering Rose Insurance Services
- Seller
- Kettering Rose Insurance Services, Robyn Kettering
- Industry
- Insurance
- Location
- California, United States
- Type
- Addon
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.
Related Acquisition Pages
Insurance Buyers & Acquisitions
24 tracked deals by Heffernan Insurance Brokers.
Financial Services Buyers & Acquisitions
4 tracked deals by Heffernan Insurance Brokers.
Acquisitions in California
18 tracked deals by Heffernan Insurance Brokers.
Acquisitions in Arizona
3 tracked deals by Heffernan Insurance Brokers.
Acquisitions in Washington
2 tracked deals by Heffernan Insurance Brokers.
Acquisitions in Florida
1 tracked deal by Heffernan Insurance Brokers.
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