Heffernan Insurance Brokers acquires Green Financial to expand small business division
Acquiring Company
Heffernan Insurance Brokers
Acquired Company
Green Financial
Walnut CreekKirklandInsuranceFinancial ServicesEmployee BenefitsInsuranceDescription
Heffernan Insurance Brokers, one of the largest independent insurance brokerage firms in the United States, has acquired Green Financial located in Kirkland, Washington. Green Financial's expertise in navigating benefits for clients and commitment to exceptional customer service align with Heffernan's mission to provide comprehensive and tailored insurance solutions to clients. The acquisition enhances Heffernan's capabilities in the Washington market and signifies its dedication to continued growth and expansion nationally.
Quick answer
Heffernan Insurance Brokers is acquiring Green Financial, announced January 7, 2025. Heffernan Insurance Brokers is based in Walnut Creek, California, United States.
- How much did Heffernan Insurance Brokers pay for Green Financial?
- The deal value was not disclosed.
- What does Heffernan Insurance Brokers do?
- Heffernan Insurance Brokers, founded in 1988, is one of the largest independent insurance brokerage firms in the United States providing comprehensive business insurance, personal insurance, employee benefits and..
- Where are Heffernan Insurance Brokers and Green Financial based?
- Heffernan Insurance Brokers is based in Walnut Creek, California, United States. Green Financial is based in Kirkland, Washington, United States.
- Who are the decision-makers at Heffernan Insurance Brokers?
- Fundz holds 1 contact at Heffernan Insurance Brokers. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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- HUB INTERNATIONAL completes acquisition of Mayfield Insurance, Inc. in Indiana to strengthen insurance capabilities (February 7, 2025)
- Arthur J. Gallagher & Co. completes acquisition of Dominick Falcone Agency, Inc., and Falcone Associates, Inc. (February 3, 2025)
- Kestrel Group LLC and Maiden Holdings, Ltd. Announce Combination to Form New Specialty Program Group (December 30, 2024)
- Brown & Brown (Europe) Limited completes acquisition of Drewberry Limited to enhance employee benefits solutions (December 4, 2024)
- King Risk Partners completes acquisition of Kerr Agency Inc. to expand its presence in Connecticut (February 18, 2025)
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Frequently asked
Who acquired Green Financial?
Green Financial was acquired by Heffernan Insurance Brokers, based in Walnut Creek. The deal was reported on January 7, 2025. Heffernan Insurance Brokers is privately held and operates in Insurance.
When did Heffernan Insurance Brokers acquire Green Financial?
Heffernan Insurance Brokers's acquisition of Green Financial was reported on January 7, 2025. Heffernan Insurance Brokers, one of the largest independent insurance brokerage firms in the United States, has acquired Green Financial located in Kirkland, Washington. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Green Financial do?
Green Financial, founded in 1986 by Fred Green and his father Harry Green, helps customers in Washington navigate the state's employee benefits market, individual health plans, and Medicare to find the best solutions for clients. It is privately held, operating in Financial Services, and is based in Kirkland.
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