Heritage Capital Group Overview

  • Service
  • Investment Bank

  • Founded
  • 1977

Founded
  • Employees
  • 38

Employees
  • Serviced Companies
  • 88

  • Serviced Deals
  • 86

  • Serviced Investors
  • 13

Heritage Capital Group General Information

Description

Established in 1977, Heritage Capital Group is an independent investment banking and financial advisory firm based in Jacksonville, Florida. The firm offers a wide range of financial services including selling a company, buying a company, mergers, divestiture of corporate assets, raising debt or equity, exit planning, and value enhancement. Heritage caters to middle-market and emerging growth companies in the United States and worldwide.

Contact Information

Year Founded
1977
Service Provider Type
Investment Bank
Primary Office
  • 5210 Belfort Road
  • Suite 300
  • Jacksonville, FL 32256
  • United States
+1 (904) 000-0000

Heritage Capital Group Services to Companies

Service on a Deal (86)

Company Name Service Provided Deal Date Deal Type Deal Amount
Sparr Building and Farm Supply Advisor: General Apr 2022 00000 0000000
00000 00000 000000 Advisor: General Apr 2022 00000 0000000
000000000 Advisor: General Dec 2021 00000 0000000
0000000 000 000000 Advisor: General Dec 2021 00000 0000000
0000000000 000000 Advisor: General Oct 2021 00000 0000000
0000000 Advisor: General Jul 2021 00000 0000000
00000000 0000000 & Advisor: General Jun 2021 00000 0000000
000000 000000 0000 Advisor: General Jun 2021 00000 0000000
Center Subaru Advisor: General Apr 2021 00000 0000000
CDA Metals Advisor: General Dec 2020 00000 0000000
You’re viewing 10 of 86 services to companies. Get the full list »

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Heritage Capital Group Services to Investors

Service on a Deal — Buy Side (12)

Investor Name Service Provided Deal Date Deal Type Deal Amount
New South Construction Supply Advisor: General Nov 2021 00000 0000000
000000 00000 00000 Advisor: General Jul 2020 00000 0000000
0000000 000000000 Advisor: General Jan 2020 00000 0000000
00000000 000000000 Advisor: General May 2016 00000 0000000
000000 000000000 Advisor: General Oct 2015 00000 0000000
00000 Advisor: General Sep 2015 00000 0000000
00000000 0000000 0 Advisor: General Jun 2014 00000 0000000
000 000000000000 Advisor: General Jan 2014 00000 0000000
Burlington Technologies Advisor: General Oct 2012 00000 0000000
Technology Research Advisor: General Nov 2010 00000 0000000
You’re viewing 10 of 12 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Shell Office Systems Advisor: General Dec 1994 00000 0000000
00000 000000 00000 Advisor: General Jan 1994 00000 0000000
To view Heritage Capital Group’s complete services on a deal — sell side history, request access »

Heritage Capital Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Heritage Capital Group‘s full profile, request access.

Request a free trial

Heritage Capital Group Team (38)

Name Title Deals Office Contact
Info
Donald Wiggins President & Principal 00 Jacksonville, FL
Asok Chaudhuri Ph.D Principal 0 Jacksonville, FL
Bert Tenenbaum Principal Jacksonville, FL
Bill Prescott Principal 0 Jacksonville, FL
Bill Skinner Principal 0 Jacksonville, FL
You’re viewing 5 of 38 team members. Get the full list »

Heritage Capital Group Board Members (1)

Name Representing Role Since
Howard Serkin Self Chairman, Advisory Board 000 0000
To view Heritage Capital Group’s complete board members history, request access »