Heritage Capital Group Overview

  • Service
  • Investment Bank
  • Founded
  • 1977
Founded
  • Serviced Companies
  • 73
  • Serviced Deals
  • 71
  • Serviced Investors
  • 11

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
  • 4417 Beach Boulevard
  • Suite 302
  • Jacksonville, FL 32207
  • United States
+1 (904) 000-0000

Heritage Capital Group Services to Companies

Service on a Deal (71)

Company Name Service Provided Deal Date Deal Type Deal Amount
Maner Builders Supply Advisor: General Aug 2020 00000 0000000
0000000 00000 0000 Advisor: General Jul 2020 00000 0000000
00000000 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
Rox Volleyball Advisor: General Apr 2016 00000 0000000
Prima Eye Group Advisor: General Jan 2016 00000 0000000
You’re viewing 10 of 71 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 (10)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Indigo South Capital Advisor: General Jul 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
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
To view Heritage Capital Group’s complete services on a deal — buy side history, request access »

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 (37)

Name Title Deals Office Contact
Info
Donald Wiggins President & Principal 00 Jacksonville, FL
Matt Laffey Principal & Special Advisor 0 Orlando, FL
Asok Chaudhuri Ph.D Principal Jacksonville, FL
Bert Tenenbaum Principal Jacksonville, FL
Bill Prescott Principal 0 Jacksonville, FL
You’re viewing 5 of 37 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 »