
Heffernan Insurance Brokers
Stage
AcquiredInvestors Count
2Portfolio Exits
1Investments
6Funding, Valuation & Revenue
2 Fundings
Heffernan Insurance Brokers's latest funding round was a Merger for on January 4, 2021.
Date | Round | Amount | Investors | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Revenue | Sources |
---|---|---|---|---|---|---|
1/4/2021 | Merger | 3 | ||||
7/22/2019 | Private Equity |
Date | 1/4/2021 | 7/22/2019 |
---|---|---|
Round | Merger | Private Equity |
Amount | ||
Investors | ||
Valuation | ||
Revenue | ||
Sources | 3 |
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Heffernan Insurance Brokers Investors
2 Investors
Heffernan Insurance Brokers has 2 investors. Porter & Curtis invested in Heffernan Insurance Brokers's Merger funding round.
First funding | Last Funding | Investor | Rounds | Board Seats | Type | Location |
---|---|---|---|---|---|---|
1/4/2021 | 1/4/2021 | 1 Merger | Corporation | Pennsylvania | ||
Private Equity | California |
First funding | 1/4/2021 | |
---|---|---|
Last Funding | 1/4/2021 | |
Investor | ||
Rounds | 1 Merger | |
Board Seats | ||
Type | Corporation | Private Equity |
Location | Pennsylvania | California |
Heffernan Insurance Brokers Acquisitions
15 Acquisitions
Heffernan Insurance Brokers acquired 15 companies. Their latest acquisition was Beals Insurance Agency on August 04, 2022.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
---|---|---|---|---|---|---|
8/4/2022 | Acquired | 5 | ||||
10/29/2021 | Acquired | 1 | ||||
9/1/2021 | Acquired | 1 | ||||
2/10/2021 | ||||||
12/2/2020 |
Date | 8/4/2022 | 10/29/2021 | 9/1/2021 | 2/10/2021 | 12/2/2020 |
---|---|---|---|---|---|
Investment Stage | |||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acquired | Acquired | Acquired | ||
Sources | 5 | 1 | 1 |
Heffernan Insurance Brokers Investments
6 Investments
Heffernan Insurance Brokers has made 6 investments. Their latest investment was in GloveBox as part of their Series A on July 7, 2022.

Heffernan Insurance Brokers Investments Activity

Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
7/7/2022 | Series A | GloveBox | $5.5M | No | Heffernan Insurance Brokers, Panoramic Ventures, and Undisclosed Investors | 2 |
3/12/2021 | Seed VC | |||||
2/2/2021 | Seed VC | |||||
11/10/2020 | Seed VC | |||||
9/2/2016 | Series A |
Date | 7/7/2022 | 3/12/2021 | 2/2/2021 | 11/10/2020 | 9/2/2016 |
---|---|---|---|---|---|
Round | Series A | Seed VC | Seed VC | Seed VC | Series A |
Company | GloveBox | ||||
Amount | $5.5M | ||||
New? | No | ||||
Co-Investors | Heffernan Insurance Brokers, Panoramic Ventures, and Undisclosed Investors | ||||
Sources | 2 |
Heffernan Insurance Brokers Portfolio Exits
1 Portfolio Exit
Heffernan Insurance Brokers has 1 portfolio exit. Their latest portfolio exit was QBIS Insurance Solutions on October 03, 2018.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
---|---|---|---|---|---|
10/3/2018 | Acquired | 1 |
Date | 10/3/2018 |
---|---|
Exit | Acquired |
Companies | |
Valuation | |
Acquirer | |
Sources | 1 |
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