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

Bill Sorenson

K.c. Caldabaugh

Asok K. Chaudhuri

Robert Cilek

William R. Nicholson

Oren Schmidt

Mike Young

Mary Frosio

Mac Holley

Joseph Lemieux

John Montgomery

Joe Hawkins

Douglas M. Kravet

Dan Edelman

Dan Curran

Bill Prescott

Bert M. Tenenbaum

Alex Kellison

Ryan Waters

Heritage Capital Group

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