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About
About Heritage
Testimonials
Summer Analyst Program
Locations / Contact
Team
Transactions
Services
Selling A Business
Buying A Business
Improving Business Performance
Exit Planning
Strategic Consulting
Business Valuations
Raising Capital
Restructure & Reorganize
Sectors
Aerospace and Defense
Building Materials
Business Support Services (B2B)
Business To Consumers (B2C)
Food & Agriculture
Healthcare
Logistics & Distribution
Manufacturing
Metal Distribution, Processing, and Fabrication
Real Estate
Supply Chain
Technology / Media / Telecom (TMT)
Oaklins
Insights
News & Press
In the Media
FAQs for Business Owners
FAQs for Advisors
Schedule a Consultation
About
About Heritage
Testimonials
Summer Analyst Program
Locations / Contact
Team
Transactions
Services
Selling A Business
Buying A Business
Improving Business Performance
Exit Planning
Strategic Consulting
Business Valuations
Raising Capital
Restructure & Reorganize
Sectors
Aerospace and Defense
Building Materials
Business Support Services (B2B)
Business To Consumers (B2C)
Food & Agriculture
Healthcare
Logistics & Distribution
Manufacturing
Metal Distribution, Processing, and Fabrication
Real Estate
Supply Chain
Technology / Media / Telecom (TMT)
Oaklins
Insights
News & Press
In the Media
FAQs for Business Owners
FAQs for Advisors
Schedule a Consultation
Get Started
Team
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Home
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About Heritage
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Team
Principals
/
Industry Specialists
/
Transaction Support Team
/
Marketing & Business Development
/
Operations
C. Donald Wiggins
Chairman
Howard C. Serkin
Chairman - Advisory Board
Bill Sorenson
CEO
Alex Kellison
President
Douglas M. Kravet
Principal
William R. Nicholson
Principal
Mac Holley
Principal
Bill Prescott
Principal
Mary Frosio
Principal
Dan Edelman
Principal
Bert M. Tenenbaum
Principal
Joe Hawkins
Principal
John Montgomery
Principal
Dan Curran
Industry Specialist, Healthcare
Jerry Mallot
Director of Corporate Development
K. Dawn Blackledge
Industry Specialist, Environmental Engineering
Paul Dent
Industry Specialist, Technology & Human Resources
Mary M. Merrill
Industry Specialist, Capital Markets
Daren B. Pietsch
Industry Specialist, Manufacturing & Distribution
Bill Skinner
Principal
Rick Snyder
Industry Specialist, Aviation & Maritime Industries, Organization & Leadership
Stan Baucum
Industry Specialist, Metals Production, Distribution, and Fabrication
Robert Cilek
Director of Investment Banking Services
JP Allen
Associate
Mike Bouton
Associate
Bobby Ward
Senior Analyst
Rob Flaris
Marketing Manager
Travis Larson
Controller
Jennifer Carter
Director of Operations
Frances Toro
Staff Accountant
Bill Sales, Jr.
Industry Specialist, Metals Production, Distribution, and Fabrication
Mike Young
Principal
Chad Potter
Principal
Hannah Solomon
Principal
Fernando Acosta-Rua
Principal
Lara Torrent
Administrative Assistant
Lizeth Estrada
Receptionist
Bob Spell
Principal
Matthew Green
Principal
Kevin Patterson
Principal
Ron Salateo
Principal
Eric G. Woods
Principal
Phil Porter
Principal
Asok K. Chaudhuri
Principal Emeritus
K.C. Caldabaugh
Principal Emeritus
Ryan Schwartz
Senior Advisor, Healthcare and Insurance
Matt Liotta
Industry Specialist, Aviation, Agriculture, and Technology
Nolan Nicholson
Analyst
Jamie McCurry
Industry Specialist,
Maritime, Transportation, and Logistics
