Awarded the Prestigious "Deal of the Year"

by M&A International

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Smart. Experienced. Aggressive.

We Get Results at the Table.

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Your Bridge to the World.

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Perspective & Sound Judgment

From Senior Advisors.

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Ready, Aim, Fire.

Plan, Search, Acquire.

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You Won the Race.

Now Claim Your Prize.

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Heritage Capital Group

Hear From Our Clients!

Experience. Expertise. Results.

Heritage Capital Group is an independent investment banking and financial advisory firm serving middle-market and emerging growth companies in the U.S. and worldwide. For more than 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 an FINRA registered broker-dealer and the Florida office of Oaklins, a global organization of 700 professionals comprising 60 firms in 40 countries.

 

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Our Clients Say It Best

“They were looking out for my best interest.”

Scot Ackerman, First Coast Oncology

“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 International Inc., Oaklins is the world’s most experienced mid-market M&A advisor, with 700 professionals globally and dedicated industry teams in 40 countries worldwide. We have closed over 1,500 transactions in the past five years.

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we close deals worldwide

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