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Heffernan Insurance Brokers Entity Acquires Achieve Alpha Insurance

PRIVATEJan 23, 2024

Acquiring Company

Heffernan Insurance Brokers

Acquired Company

Achieve Alpha Insurance

Walnut CreekBellevueInsuranceInsurance

Description

Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms in the United States, has strategically acquired Achieve Alpha Insurance located in Bellevue, Washington. This acquisition reinforces Heffernan's commitment to providing comprehensive insurance solutions and expands its presence in the Individual Health and Medicare markets.

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Company Information

Company

Heffernan Insurance Brokers

Location

Walnut Creek, California, United States

About

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 financial services solutions to a wide range of businesses and individuals. Headquartered in Walnut Creek, Calif., Heffernan has a nationwide presence specializing in customized solutions to serve its clients’ different needs in virtually every industry.

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Frequently asked

Who acquired Achieve Alpha Insurance?

Achieve Alpha Insurance was acquired by Heffernan Insurance Brokers, based in Walnut Creek. The deal was reported on January 23, 2024. Heffernan Insurance Brokers is privately held and operates in Insurance.

When did Heffernan Insurance Brokers acquire Achieve Alpha Insurance?

Heffernan Insurance Brokers's acquisition of Achieve Alpha Insurance was reported on January 23, 2024. Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms in the United States, has strategically acquired Achieve Alpha Insurance located in Bellevue, Washington. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Achieve Alpha Insurance do?

Founded in 2008, Achieve Alpha Insurance helps customers in Washington navigate the state's Individual Health market and Medicare to find the best solution for them and their families. It is privately held, operating in Insurance, and is based in Bellevue.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

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