M&A Deal Summary |
|
|---|---|
| Date | 2022-08-24 |
| Target | E. F. Heagen & Associates |
| Sector | Financial Services |
| Buyer(s) | Trilogy Financial |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1999 |
| Sector | Financial Services |
Trilogy Financial is a national financial advisory firm with more than $3 billion in brokerage and advisory assets to help bring financial planning services to everyday Americans. Trilogy Financial was founded in 1999 and is based in Irvine, California.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Financial Services M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 2 of 2 |
| State: California M&A | 2 of 2 |
| Country: United States M&A | 2 of 2 |
| Year: 2022 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-08-24 |
Mandichak
Laguna Niguel, California, United States Mandichak is a financial planner dedicated to helping clients navigate investment planning, generational wealth planning, retirement planning, and more. Mandichak was founded in 2001 and is based in Laguna Niguel, California. |
Buy | - |
