Heffernan swoops for California firm

Acquired agency specializes in residential long-term care facilities

Heffernan swoops for California firm

Mergers & Acquisitions

By Ryan Smith

Heffernan Insurance Brokers, one of the largest full-service, independent brokerage firms in the US, has announced that it has acquired California-based Beals Insurance Agency. As part of the transaction, Charley Beals, president of Beals Insurance Agency, has joined Heffernan Insurance Brokers as a vice president.

Beals has more than 19 years of industry experience, and founded Beals Insurance Agency in 2014. He will be joining Heffernan’s HeffDirect division, combining the two firms’ specialty in residential long-term care facilities for the elderly.

“We are very excited to be partnering with Heffernan and feel that the substantial resources available to us through this partnership will allow an unparalleled customer experience and position us to bring a level of service that the industry has never seen,” Beals said.

“We’re looking forward to partnering with Charley Beals to provide an excellent customer experience and expanded resources to his loyal clients,” said F. Michael Heffernan, president and CEO of Heffernan Insurance Brokers. “With a focus on residential long-term care facilities, Beals is a welcome complement to Heffernan’s existing expertise, and we’re confident we will deliver great products and services to existing clients while also seeking new opportunities.”

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