Heritage Capital Group is an investment banking and financial advisory firm serving middle-market and emerging growth companies in the US and worldwide. For 46 years, Heritage has provided objective advice to private companies in the areas of mergers, acquisitions and divestitures; business valuations; debt and equity capital raises; corporate restructurings; and financial and strategic advisory services focused on enhancing the value of business enterprises. Heritage Capital Group is a FINRA registered broker-dealer, and is also a member of Oaklins, the world’s most experienced mid-market M&A advisor, with over 850 professionals and dedicated industry teams in more than 45 countries, having closed 1,700 transactions in the past five years. 


Business Development

Investment Management

Venture Capital

Heritage Capital Group

Heritage Capital Group's headquarters in Jacksonville, United States

Bill Sorenson

Travis Larson

Hannah Solomon

Jennifer Carter

Robert Cilek

William R. Nicholson

Mary Frosio

Joe Hawkins

Douglas M. Kravet

Dan Edelman

Dan Curran

Bill Prescott

Bert M. Tenenbaum

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People (29)

Bill Sorenson

Jennifer Carter

Bill Sales

John Pregulman

Logan Brannen

Alex Kellison

Bert M. Tenenbaum

Bill Prescott

Dan Curran

Dan Edelman

Katie Quackenbush

Rob Flaris

Jp Allen

Mike Bouton

Bill Skinner

Daren B. Pietsch

Joe Hawkins

Mac Holley

Mary Frosio

Robert Cilek

Mary M. Merrill

Katie Lanahan Quackenbush

Bill Nicholson

Doug Kravet

Hannah Solomon

Charles West

Rick Snyder

Robert Ward

Asok K. Chaudhuri

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