About

Heritage Capital Group has been an advisor for sellers and buyers of mid-sized, privately-held companies from all over the world since 1977. We provide decades of transactional experience across a broad spectrum of industries for companies valued between $10 million and $100 million.

Clients benefit from the hands-on leadership of senior professionals who have been responsible for transactions representing $19 billion in aggregate value. Our team of experts guides clients through a wide range of financial processes, such as buying or selling a company, mergers and acquisitions, divestitures of corporate divisions, equity and debt raising, and other financial and strategic planning. Our extensive transactional and operational experience provides a vital perspective on how to build fundamental value within companies and then tailor a transaction that maximizes value and fulfills the unique needs of the client.

Our clients further benefit from the global resources Heritage Capital Group provides through our leadership position in M&A International, the world's leading alliance of M&A firms focused on the middle market. Through the alliance, Heritage is able to leverage global contacts, industry expertise, and transaction experience to ensure exceptional results for our clients.

We bring more to the table, so you leave nothing on the table.

With a record of superior financial outcomes, complete discretion, skilled and methodical negotiations, and access to a large pool of qualified buyers and sellers, Heritage Capital Group provides owners with the competitive edge that is essential to orchestrating a successful transaction.