Heritage Capital Group is pleased to announce that Dan Edelman has joined the firm as a principal. Dan’s primary focus will be on advising clients on mergers and acquisition transactions.
Dan has almost 40 years of public accounting experience, all in the Jacksonville area. He was one of the founders of Presser, Lahnen & Edelman, one of the area’s largest independent accounting firms prior to its partners joining with Dixon Hughes Goodman LLP (“DHG”) in June 2009. Prior to joining DHG, he had been the firm’s managing partner, and, after joining DHG, he was DHG’s Florida managing partner. Dan will assume the role of partner emeritus at DHG. His accounting practice was focused on general business consulting, complex tax planning, and the resolution of complex business problems.
In addition to being a CPA, Dan is certified in business valuations and financial forensics. He has been involved in over 300 business valuation and litigation matters as well as over 100 merger and acquisition transactions. He has also served on the board of directors of two publicly traded companies, one of which went through significant rapid growth, including acquisitions.
Dan is currently on the Executive Committee of the Jacksonville Civic Council and the Board of Directors of KIPP Jacksonville Schools. Previously, he has served as the chairman of the board of directors of Hope Haven Children’s & Family Clinic and of The Jacksonville Public Library Board Foundation, as well as being on the boards of the University of North Florida Foundation, the Baptist Hospital Foundation, and the Cummer Museum.
Don Wiggins, president of Heritage Capital Group commented, “I’ve known Dan for almost 30 years, and I have tremendous respect for his knowledge, experience, and integrity. He will be an excellent addition to the Heritage team, bringing both depth and breadth to our client services. We are extremely happy to have Dan join us.”
Heritage Capital Group is an investment banking and financial advisory firm serving middle-market and emerging growth companies in the U.S. and worldwide. For 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 the Florida, USA member firm of Oaklins.
