M&A Deal Summary |
|
|---|---|
| Date | 2022-11-01 |
| Target | Investment Solutions Group |
| Sector | Business 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 | 1 of 4 |
| Sector: Business Services M&A | 1 of 2 |
| Type: Add-on Acquisition M&A Deals | 1 of 4 |
| Country: Mexico M&A | 1 of 1 |
| Year: 2022 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-11-22 |
Osland Financial Group
Scottsdale, Arizona, United States Osland Financial Group helps people pursue their financial goals by offering a wide range of financial products and services to individuals and business owners. The company provides financial guidance to assist clients in identifying their goals and making sound financial decisions. Osland Financial Group is based in Scottsdale, Arizona, |
Buy | - |
