E. F. Heagen & Associates - Ownership and Business Overview

Financial ServicesCompany

E. F. Heagen & Associates Ownership

Who owns E. F. Heagen & Associates?

E. F. Heagen & Associates is owned by Trilogy Financial Services. It was acquired on August 24, 2022.

E. F. Heagen & Associates Business Overview

Where is E. F. Heagen & Associates headquartered?

E. F. Heagen & Associates is headquartered in San Juan Capistrano, California.

What sector is E. F. Heagen & Associates in?

E. F. Heagen & Associates is a financial services company.

When was E. F. Heagen & Associates founded?

E. F. Heagen & Associates was founded in 1984.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 222 acquisitions of financial services companies in 2022, including 25 acquisitions by private equity firms, and 197 by strategics.

E. F. Heagen & Associates

E. F. Heagen & Associates

30448 Rancho Viejo Road #170,
San Juan Capistrano, California 92675
United States,
(949) 487-6711
www.efheagen.com

E. F. Heagen & Associates is a multi-generational financial service firm that works with both individuals and small business owners, offering a wide array of professional services. E. F. Heagen & Associates was founded in 1984 and is based in San Juan Capistrano, California.


Company Summary

SECTOR

Financial Services

Established

1984

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