Heffernan Retirement Services - M&A Summary and Business Overview

Financial ServicesCompany

Heffernan Retirement Services M&A Summary

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%).

Heffernan Retirement Services Business Overview

Where is Heffernan Retirement Services headquartered?

Heffernan Retirement Services is headquartered in Walnut Creek, California.

What sector is Heffernan Retirement Services in?

Heffernan Retirement Services is a financial services company.

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity4
  • Total Sectors Invested 2
  • Total Countries Invested 2

Heffernan Retirement Services

Heffernan Financial Services

1350 Carlback Ave,
Walnut Creek, California 94596
United States,
(800) 437-0045
www.heffgroupfs.com

Heffernan Retirement Services is a full-service financial services firm, offering strategies and solutions for corporations, foundations, and individuals. With a dedicated team focused solely on retirement plans, the group has over seventy-five years of experience in consulting and advisory services. Heffernan Retirement Services is based in Walnut Creek, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # - - - 2 1 1 4
Sell (0.0/yr) # - - - - - - 0
  4

Most Recent M&A

Company Date Value Type
First Coast Wealth Advisors 2024-01-31 - Add-on Acquisition
St. Augustine, Florida · www.firstcoastadvisors.com
Ascendant Financial Solutions, Inc. 2023-05-15 - Add-on Acquisition
Flagstaff, Arizona · www.ascendant-financial.com
Osland Financial Group 2022-11-22 - Add-on Acquisition
Scottsdale, Arizona · www.oslandgroup.com
Investment Solutions Group, Inc. 2022-11-01 - Add-on Acquisition
Albuquerque, Mexico · www.investmentsolutionsgroup.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 2 (50%) - - -
Financial Services 2 (50%) - - -
Total 4 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Arizona 2 - - -
  Florida 1 - - -
Mexico 1 - - -
Domestic 3 (75%) - - -
Cross-border 1 (25%) - - -
Total 4 - - -

Company Summary

SECTOR

Financial Services

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