Heritage Capital Group Overview
- Service
-
Investment Bank
- Founded
-
1977
- Employees
-
38
- 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
Website
www.heritagecapitalgroup.com
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 |
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 |
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 |
|---|
Heritage Capital Group Team (38)
Heritage Capital Group Board Members (1)
| Name | Representing | Role | Since |
|---|---|---|---|
| Howard Serkin | Self | Chairman, Advisory Board | 000 0000 |