Heffernan Retirement Services has acquired 4 companies, including 4 in the last 5 years.
Heffernan Retirement Services has acquired in 2 different US states, and 2 countries. The Company’s most targeted sectors include business services (50%) and financial services (50%).
1350 Carlback Ave,
Walnut Creek, California
94596
United States,
(800) 437-0045
www.heffgroupfs.com
| Date | Target |
Value
$mlns |
Transaction Type | Acquirer | Seller |
SRC
Link |
|---|---|---|---|---|---|---|
| 2024-01-31 |
First Coast Wealth Advisors · Financial Services
St. Augustine, Florida · www.firstcoastadvisors.com First Coast Wealth Advisors is a financial planning foundation with consultative services including investment strategy, tax mitigation, wealth transfer, asset preservation, and charitable planning. First Coast Wealth Advisors was founded in 2003 and is based in St. Augustine, Florida. |
- | Add-on Acquisition | - |
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