US-based independent insurance brokerage Heffernan Insurance Brokers has acquired Really Great Employee Benefits (RGEB).

As part of the deal, the RGEB team including Barry Cohn, Renee Glickman Cohn, and Lloyd Ettingerjoined Heffernan from the first of this month.

Go deeper with GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

California-based RGEB offers employee benefits consulting for corporate, individual, and Medicare clients since 1997. The acquisition is expected to boost Heffernan’s employee benefits practice, particularly in Southern California.

Heffernan Insurance Brokers president and CEO Michael Heffernan said: “We’re excited to have RGEB join us to further support our clients and their employee benefits needs.

“Their core values align seamlessly with our own, and their breadth of experience will be a great addition to our team. We look forward to a bright future together.”

Financial terms of the transaction were not divulged.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

RGEB CEO Barry Cohn said: “We are very happy that RGEB, whose vision has been “to help people” for almost 25 years, will be merging with a company that has the same values with respect to clients, employees, and charitable endeavours.

“RGEB has always focused on doing the right thing for its clients, employees, and community. We are excited about the expanded opportunities that will be afforded to both our clients and our staff as a result of this merger.”