Heffernan Insurance Brokers

Walnut Creek, United States Founded: 1988 • Age: 38 yrs
Diversified insurance brokerage services are offered nationwide.

About Heffernan Insurance Brokers

Heffernan Insurance Brokers is a company based in Walnut Creek (United States) founded in 1988.. The company has 506 employees as of December 31, 2021. Heffernan Insurance Brokers has completed 11 acquisitions, including Achieve Alpha, Archbold & Father Insurance and Beals Insurance.

  • Headquarter Walnut Creek, United States
  • Employees 506 as on 31 Dec, 2021
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Insurance & Risk Management
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    506

    as on Dec 31, 2021

  • Investments & Acquisitions
    Achieve Alpha

    & 10 more

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People of Heffernan Insurance Brokers
Headcount 200-500
Employee Profiles 97
Employee Profiles
People
Dana Schiller
New Business Development
People
F. Michael Heffernan III
President and Chief Executive Officer
People
Elizabeth Bishop
Chief Sales Officer & President of Personal Lines
People
Jen Mahoney
Chief of Staff

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Funding Insights of Heffernan Insurance Brokers

  • Total Funding
  • Total Rounds 1
  • Last Round
  • First Round
  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2019 Amount Private Equity Round - Heffernan Insurance Brokers Valuation SkyKnight Capital
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Heffernan Insurance Brokers

Heffernan Insurance Brokers has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include SkyKnight Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
SkyKnight Capital is involved in investment activities.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Heffernan Insurance Brokers

Heffernan Insurance Brokers has strategically engaged in corporate development activities, having acquired 11 companies. Notable acquisitions include Achieve Alpha, Archbold & Father Insurance and Beals Insurance. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Contractor, commercial, and auto insurance services are provided.
2012
Life and health insurance services are provided to clients.
2008
Provider of custom picture and mirror framing services and hanging systems
2003
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Heffernan Insurance Brokers

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Heffernan Insurance Brokers Comparisons

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Competitors of Heffernan Insurance Brokers

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Heffernan Insurance Brokers

Frequently Asked Questions about Heffernan Insurance Brokers

When was Heffernan Insurance Brokers founded?

Heffernan Insurance Brokers was founded in 1988 and raised its 1st funding round 31 years after it was founded.

Where is Heffernan Insurance Brokers located?

Heffernan Insurance Brokers is headquartered in Walnut Creek, United States. It is registered at Walnut Creek, California, United States.

Who is the current CEO of Heffernan Insurance Brokers?

Michael Heffernan is the current CEO of Heffernan Insurance Brokers.

How many employees does Heffernan Insurance Brokers have?

As of Dec 31, 2021, the latest employee count at Heffernan Insurance Brokers is 506.

What does Heffernan Insurance Brokers do?

Heffernan Insurance Brokers was established in 1988 in Walnut Creek, United States. Operations are centered on the insurance sector, where a range of brokerage services is provided to diverse clients. Coverage includes various risk management solutions, with activities spanning multiple industries. Leadership is held by Michael Heffernan as President and CEO, ensuring structured oversight from the headquarters location.

How many acquisitions has Heffernan Insurance Brokers made?

Heffernan Insurance Brokers has made 11 acquisitions, including Achieve Alpha, Archbold & Father Insurance, and Beals Insurance.

Who are Heffernan Insurance Brokers's investors?

Heffernan Insurance Brokers has 1 investor. Key investors include SkyKnight Capital.

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