Your Expertise is Your Business

Our Expertise is Your Transaction

Experience. Expertise. Results.

Heritage Capital Group is an investment banking and financial advisory firm serving middle-market and emerging growth companies in the US and worldwide. For 43 years, Heritage Capital Group 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 a member of Oaklins, the world’s most experienced mid-market M&A advisory, with 800 professionals globally and dedicated industry teams in 40 countries worldwide.

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Our Clients Say It Best

“They were looking out for my best interest.”

Dr. Scot Ackerman, M.D., Ackerman Cancer Center

“I knew that I could trust them.”

Wes Bernhardt, Bernhardt Lab

“There is no way that I would ever do a purchase or a sales transaction of a business without the involvement of Heritage Capital.”

Rick Manges, ICL Jax

“Heritage could provide to me the same services that I could get from a big name firm from Chicago or New York.”

Ken Maszy, Atlantic Quality Parts

“They are here in Jacksonville, but their reach is far beyond.”

Dave Matchett, DXM Marketing Group

“We were really comfortable with their expertise & knowledge to bring our company to market.”

Roger Mullins, Itel Laboratories

“They were my partner at the table.”

Ashley Rea, Drummac

“Heritage brings to the table vast experience in business & in doing transactions.”

Jim Hoener, Ameritape

“Heritage brought not only knowledge and nationwide contacts in the capital markets, but also senior-level operating expertise to supplement our team.”

Charles Koukoulis, KCI Aviation

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An International Organization with Offices Worldwide

Oaklins is the world’s most experienced mid-market M&A advisor, with 800 professionals globally and dedicated industry teams in 40 countries and 60 offices worldwide. We have closed over 1,500 transactions in the past five years.