Heritage Capital Group
I-BANK
SERVICE
1989
FOUNDED
69
SERVICED COMPANIES
67
SERVICED DEALS
10
SERVICED INVESTORS
Description
Established in 1989, 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.
Website
Year Founded
1989
Service Provider Type
Investment Bank
Primary Office
- 4417 Beach Boulevard
- Suite 302
- Jacksonville, FL 32207
- United States
+1 (904) 000-0000
Heritage Capital Group Services to Companies
Service on a Deal (67)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| MedAxiom | Advisor: General | Feb 2019 | 00000 | 0000000 |
| 0000000 0000000000 | Advisor: General | Sep 2018 | 00000 | 0000000 |
| 000 000000 0000000 | Advisor: General | May 2018 | 00000 | 0000000 |
| 0000000000 | Advisor: Financial Due Diligence | Dec 2017 | 00000 | 0000000 |
| 000 000000 00000 | Advisor: General | Nov 2017 | 00000 | 0000000 |
| 000 00000 00000000 | Advisor: General | Apr 2016 | 00000 | 0000000 |
| 000 0000000000 | Advisor: General | Apr 2016 | 00000 | 0000000 |
| 00000 000 00000 | Advisor: General | Jan 2016 | 00000 | 0000000 |
| Driven Florida Lubes | Advisor: General | Dec 2015 | 00000 | 0000000 |
| Suntava | Advisor: General | Dec 2015 | 00000 | 0000000 |
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Heritage Capital Group Services to Investors
Service on a Deal — Buy Side (9)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Sunoptic Technologies | 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 |
| 0000000000 0000000 | Advisor: General | Oct 2012 | 00000 | 0000000 |
| 0000000000 0000000 | Advisor: General | Nov 2010 | 00000 | 0000000 |
| Technology Research | Advisor: General | Mar 2010 | 00000 | 0000000 |
| Iron Mountain | Advisor: General | Feb 2000 | 00000 | 0000000 |
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 |
Heritage Capital Group Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
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Request full access to PitchBookHeritage Capital Group Team (37)
12 Former Team Members
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