M&A Deal Summary |
|
|---|---|
| Date | 2024-01-31 |
| Target | First Coast Wealth Advisors |
| Sector | Financial Services |
| Buyer(s) | Heffernan Retirement Services |
| Deal Type | Add-on Acquisition |
SEARCH BY
| Category | Company |
|---|---|
| Sector | Financial Services |
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.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector: Financial Services M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 4 of 4 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 3 of 3 |
| Year: 2024 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-05-15 |
Ascendant
Flagstaff, Arizona, United States Ascendant is a Registered Investment Advisor that provides comprehensive investment and planning services to successful families and individuals that include investment consulting, wealth transfer, wealth protection, and compliance. Ascendant was formed in 1990 and is based in Flagstaff, Arizona. |
Buy | - |
