Heritage Capital Group Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1977

Year Founded

  • Employees
  • 45


  • Serviced Companies
  • 105

  • Serviced Deals
  • 102

  • Serviced Investors
  • 16

Heritage Capital Group General Information


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
Service Provider Type
Investment Bank
Corporate 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 (102)

Company Name Service Provided Deal Date Deal Type Deal Amount
Baker Constructors Advisor: General May 2024 00000 0000000
Pacific Steel (Distributors/Wholesale) Advisor: General Mar 2024 00000 0000000
Cooksey Iron & Metal Advisor: General Feb 2024 00000 0000000
Stark Metal Sales Advisor: General Dec 2023 00000 0000000
McCurdy-Walden Advisor: General Sep 2023 00000 0000000
Exact (Jacksonville) Advisor: General Aug 2023 00000 0000000
Power & Pumps Advisor: General Jun 2023 00000 0000000
SANDAR Industries Advisor: General May 2023 00000 0000000
Brunet-Garcia Advertising Advisor: General Mar 2023 00000 0000000
Athletic Recovery Zone Advisor: Financial Due Diligence Jan 2023 00000 0000000
You’re viewing 10 of 102 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 (15)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Soler & Palau USA Advisor: General Apr 2024 00000 0000000
Iventure Advisor: General Sep 2022 00000 0000000
New South Construction Supply Advisor: General Nov 2021 00000 0000000
Indigo South Capital Advisor: General Jul 2020 00000 0000000
Coastal Insurance Underwriters Advisor: General Jan 2020 00000 0000000
Ja-Ru Advisor: General Dec 2019 00000 0000000
Sunoptic Technologies Advisor: General May 2016 00000 0000000
Beacon Fisheries Advisor: General Oct 2015 00000 0000000
ILSCO Advisor: General Sep 2015 00000 0000000
Guardian Fueling Technologies Advisor: General Jun 2014 00000 0000000
You’re viewing 10 of 15 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
Shell Office Systems 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 (45)

Name Title Deals Office Contact
Bill Sorenson Chief Executive Officer 0 Jacksonville, FL
Douglas Kravet President & Principal 0 Jacksonville, FL
Alex Kellison Principal & President 0 Jacksonville, FL
Asok Chaudhuri Ph.D Principal 0 Jacksonville, FL
Bert Tenenbaum Principal 0 Jacksonville, FL
You’re viewing 5 of 45 team members. Get the full list »

Heritage Capital Group Board Members (2)

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

Heritage Capital Group FAQs

  • When was Heritage Capital Group founded?

    Heritage Capital Group was founded in 1977.

  • Who is the CEO of Heritage Capital Group?

    Bill Sorenson is the CEO of Heritage Capital Group.

  • Where is Heritage Capital Group headquartered?

    Heritage Capital Group is headquartered in Jacksonville, FL.

  • What is the size of Heritage Capital Group?

    Heritage Capital Group total number of employees/professionals is 45.

  • What service provider type is Heritage Capital Group?

    Heritage Capital Group's service provider type is Investment Bank.

  • What companies has Heritage Capital Group invested in or acquired?

    Heritage Capital Group has invested in or acquired companies like Daily (Software Development Applications), Inspire Energy Capital, and PeerRealty.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »