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Heritage Capital Group

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.

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
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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
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Heritage Capital Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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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

12 Former Team Members

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Heritage Capital Group Board Members (1)

Name Representing Role Since Contact
Info
Howard Serkin Self Chairman, Advisory Board 000 0000