News Releases

Heritage Capital Group Welcomes Chuck West

Heritage Capital Group is pleased to announce that Chuck West has joined the firm as an industry specialist. His broad experience includes developing and executing strategic plans, sourcing capital and resources, and enhancing growth and profitability for the companies he advises. His primary focus is on working with companies to improve their day-to-day operations and processes, and working with individuals in leadership roles.

Chuck comes to Heritage with over 40 years of operational and leadership experience, predominantly in the SaaS and manufacturing industries. He began his career as a CPA, later taking on leading operational and financial roles at various companies, including MasterCraft Boat Company; Venture Alliance, a venture development firm; National Services Associate, a national marketing services firm; Explore Industries, a global fiberglass pool manufacturing company; and PlanetHS, an educational software company headquartered in Ponte Vedra Beach, FL. Chuck graduated from the University of Tennessee with a BS in business administration, and currently, provides part-time student mentor services at the university's Anderson Center for Entrepreneurship and Innovation.

"I am excited to join Heritage as an industry specialist," commented Chuck. "Heritage is a highly-regarded middle market M&A firm, and I look forward to applying my experiences in corporate finance, management, and operations for the benefit of our clients. The professional and experienced team at Heritage is one I look forward to working alongside."

"Chuck's experience as a leader in both private and publicly held companies will provide invaluable insights and perspectives for our clients," stated Doug Kravet, president of Heritage Capital Group. "His broad skills in building teams and implementing financial and operational systems have helped multiple companies build the capacity for significant growth and realize successful transactions. We are thrilled to have Chuck on our team."

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