Established in 1977, Heritage Capital Group is a multidisciplinary investment banking and advisory firm for mergers and acquisitions, sales and divestitures, corporate turnarounds and enhanced business performance and value development.
Our senior advisors draw on decades of experience of both transactional and operational experience that represents companies from Wall Street to start-ups. It is, in fact, the diversity of our advisors, their disciplines and resources that allow us to work alongside clients with a level of flexibility and creativity that is exceptional in the industry.
Consequently, we enjoy the distinction of working with many clients at a series of pivotal points during the growth of their business and are regarded as experts in the middle market.
We have worked with hundreds of prominent companies and individuals around the world have earned a reputation for offering highly personalized and successful strategies to maximize the value of a client’s company.
Headquartered in Jacksonville, Florida, we enjoy trusted relationships and deep resources in the southeast and throughout the United States. As a founding member of M&A International, Inc., the world’s leading M&A Alliance, we work closely with our international colleagues to offer a competitive edge of global relationships and execution capabilities to our clients.
Specialties
Mergers & Acquisitions, Sell Side Advisory, Growth & Performance Advisory, Restructure & Reorganize Adviosry, Exit Planning, Business Valuation