About
Our People
We not only know the middle market, we’ve lived it.
The Heritage Capital team is comprised of experienced professionals working in a confidential and discreet manner to help you plan and execute a successful corporate sale or acquisition. We manage all the details and complexities of a corporate sale or acquisition so you don’t have to.
Our principals have successfully owned and operated their own companies. This experience enables us to assess the true value of a company, and even develop strategies to enhance that value. We draw from valuable senior-level experience in investment banking, business operations, public and private accounting, law and finance - all across a wide spectrum of industries. Additionally, we have served as directors, officers and advisors for NYSE, and other publicly traded and closely held companies.