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.

Contact Data
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Executives & Employees

President

Principal

Chief Compliance Officer

Controller

Principal

Principal

Principal

Principal

Principal

Principal

Board of Directors

Vice Chairman at Brooks Health System, Inc.

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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

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

Investment Advisor

Advised on American College of Cardiology Foundation purchases MedAxiom Cardiology LLC

Non-Profit Donations & Grants
$2,000 - $2,499
2014
Political Donations
$500
2001
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