Heritage Capital Group, Inc.

Heritage Capital Group, Inc.

Heritage Capital Group, Inc.

Overview
Date Founded

1977

Headquarters

225 Water Street,Suite 1250,Jacksonville, FL 32202

Type of Company

Private

Industries

Investment Banking & Brokerage
Investment Services & Portfolio Management

Company Description

Heritage Capital Group, Inc. is a private company headquartered in Jacksonville, FL, that operates as investment banking and financial advisory firm.The company says this about itself: Heritage Capital Group is an independent investment banking and financial advisory firm serving middle-market and emerging growth companies in the U.S. and worldwide. For more than 40 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 leads the Global Agricultural practice of Oaklins, the world''s leading mid-market advisor. Oaklins has closed 1,500 deals in the past 5 years across the globe. To ensure the best results they always involve industry specialists, take a global view and leverage deep local connections spanning 63 offices in 40 countries.

Website

http://www.heritagecapitalgroup.com

Contact Data
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In The News
PR Newswire
February 22, 2021
A Partnership Three Years in the Making - Coastal Insurance Underwriters Has Partnered with Constellation Affiliated Partners
PR Newswire
January 14, 2021
Cd'A Metals Acquired by Norfolk Iron & Metal
PR Newswire
September 28, 2020
Two Deals Are Better Than One - Maner Builders Supply Sells Its Business Operations and Real Estate in Two Separate Transactions; Heritage Capital Group served as exclusive financial advisor to Maner Builders Supply
News Bites Canadian Markets
February 6, 2018
Gensource Announces Engagement Agreement for Project Finance
Business Wire
February 5, 2018
Gensource Announces Engagement Agreement for Project Finance

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Executives & Employees
See More
C. Donald Wiggins

President

Bill Sorenson

Principal

William R. Nicholson

Chief Compliance Officer

Rosalind L. Travis

Controller

Dan Edelman

Principal

Charles Tomm

Principal

Daren B. Pietsch

Principal

Howard C. Serkin

Principal

Mary M. Merrill

Principal

Mary Frosio

Principal

Board of Directors
Howard C. Serkin

Vice Chairman at Brooks Health System, Inc.

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Heritage Capital Group, Inc.
Recent Transactions
Details Hidden

American College of Cardiology Foundation purchases MedAxiom Cardiology LLC

Details Hidden

Brooks Health System, Inc., Brooks Rehabilitation Hospital purchase AmeriCare Home Health, Inc.

Transaction Clients
Investment Advisor
AmeriCare Home Health, Inc.

Advised on Brooks Health System, Inc., Brooks Rehabilitation Hospital purchase AmeriCare Home Health, Inc.

Investment Advisor
MedAxiom Cardiology LLC

Advised on American College of Cardiology Foundation purchases MedAxiom Cardiology LLC

Non-Profit Donations & Grants
$2,000 - $2,499
2014
Children's Home Society of Florida

Political Donations
$500
2001
Tom Gallagher

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