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

This department focuses on analyzing data to provide insights and support decision-making processes.

Data Analysis

This department focuses on providing expert insights and support across various industries, including automotive, manufacturing, technology, and real estate.

Industry Specialists

This department focuses on providing financial advisory services, capital raising, and mergers and acquisitions consulting.

Investment Banking

This department guides the organization’s overall strategy and direction through high-level management and decision-making.

Executive Leadership

This department focuses on providing specialized knowledge and insights related to the metals production, distribution, and fabrication sectors.

Metals Industry Expertise

This department oversees operational functions, investment banking services, and corporate development initiatives.

People (3)

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Other teams

Industry Specialists

Investment Banking

Executive Leadership

Metals Industry Expertise

Operations and Development