About Heritage

Experience. Expertise. Results.

Heritage Capital Group is a highly respected and trusted investment banking and advisory firm with local and global reach.  For more than 46 years, we have provided our clients transactional and advisory expertise across key industries for middle-market and emerging growth companies. 

We work to ensure that your many years of hard work and vision come to fruition.  Our team of experts can help guide you through a wide range of financial services including:

  • Selling a company
  • Buying a company
  • Mergers
  • Divestiture of corporate assets or divisions
  • Raising debt or equity
  • Exit planning
  • Value enhancement
  • Process improvement
  • Restructuring or reorganizing

By partnering with us, you will benefit from:

  • Personal attention and availability of our senior advisors through every step in the process
  • Local knowledge, expertise, and senior relationships within your industry
  • An unbiased perspective to help you weigh all your options and make the right choices
  • Our experience in owning and managing businesses
  • The decades of our successful transaction, advisory, and operational experience
  • Our national and global reach and resources

With our extensive industry and deal experience, we can work with you to help build and maximize your transaction value.  You will benefit from the global resources Heritage provides through our leadership position in Oaklins, an international organization with offices worldwide focused on the middle market.  With these resources, Heritage is able to leverage global contacts, industry expertise, and transaction experience to achieve exceptional results for you.  We use complete discretion, and skilled and methodical negotiations to give you the competitive edge which is essential in today’s highly competitive business environment.

Our fees are based on the success of your transaction, with a modest retainer.  Therefore, to be successful, we must first work to ensure your success.  Heritage Capital Grouptm is a licensed FINRA broker-dealer and member of SIPC.



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