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With a legacy of over 46 years, our reputation and the triumphs of our clients fuel our ongoing success. These testimonials are the embodiment of our story, told by those who have lived it.

“For over two decades, Heritage has provided our growing family business with guidance and support. Their expertise was crucial in crafting an exit strategy that seamlessly transitioned family leadership while securing a great opportunity for our employees and remaining family members within a growing, local company. This sale provided the optimal outcome for our business, family, and employees. Heritage was key in finding the right partner to continue our 60 years of manufacturing experience into the future.”
Will Allen
Exact, Inc.
“Going into this process, I had no idea how critical Heritage would be to making this deal happen and to my eventual bottom-line. The Heritage team’s work ethic was undeniable and I felt like everything they did was in my best interest. After closing, the icing on the cake was when the buyer, who had completed 12 acquisitions in the 24 months prior, looked me in the eyes and said, ‘Heritage did an excellent job for you – it was a pleasure working with such consummate professionals.’ From the bottom of my heart, I want to thank Alex, Dan, and Heritage!”
David Williams
Power & Pumps, Inc
“Working with Oaklins Heritage during the process of selling our business has been an extraordinary experience. The deal team’s expertise, professionalism and unwavering dedication has exceeded all our expectations. Their deep understanding of the market, meticulous attention to detail, and strategic guidance have played a pivotal role in achieving a successful outcome. We are immensely grateful for their exceptional service and would highly recommend them to anyone seeking a seamless and rewarding business sale journey.”
Jason and Victor Rodriguez
Sandar Industries, Inc.
“The Heritage team provided us with insightful analysis and a deep understanding of market indicators. They knew exactly the right moment to move forward with the transaction, helping us negotiate maximum return for a beloved enterprise that we spent 20 years building. We chose Heritage to represent us due to their expertise, connections, and above all, integrity. We knew we could trust them to level with us, advise us wisely, and bring unmatched transaction experience to our deal. They helped us achieve a suitable return on our investment and also pushed for an alliance with new owners that provided a strong match for our two firms, ensuring a lasting cultural ethos and legacy for our valued leaders and employees who remain with the business.”
Diane Brunet
“Heritage was the right partner to lead us through this deal. Patrick Emmet took the time to understand our goals and matched us with our ideal buyer. Heritage’s industry experience and relationships with both strategic and private equity buyers moved the process forward, while we were able to stay focused on operating our business. The outcome was optimal for all parties. We are excited and looking forward to the next phase of growth for the company and our new partnership with New South Construction Supply.”
Jeff Malone
Malone Steel
“As a locally-owned company serving the St. Augustine area for over 70 years, it was important to me to find the right buyer to continue to serve our customers and employees. Heritage Capital Group was able to find that buyer for me. Bill’s experience as an investment banker and CFO made the transaction process run very smoothly; and minimized my time in the process, so I could concentrate on running and growing the business. This allowed me to maximize the value of St. Johns Food Service.”
Melvin McQuaig
St. Johns Food Service
“The decision to sell a business that had been in my family for over 75 years was obviously a big one, so I needed an advisor who would be able to guide me through every step while understanding the unique dynamics of a family-owned business. In Heritage, I found a partner who understood the value of a multi-generational business and was able to seamlessly navigate the transaction process from start to finish. We told them that our buyer had to be one whose vision and operations were in line with Illingworth’s mission, culture and goals. The team was successful in finding and negotiating terms with such a buyer.”
Michael Fletchall
Illingworth Engineering Company
“We built the company on a foundation of high-quality manufacturing and excellent customer service. It was important for me to find a buyer that shared these core principles and had a desire to take Versatrim to the next level. The Heritage team worked hard to find that buyer in Saw Mill Capital. In Heritage, I found a trusted partner who understood and valued my personal goals for the sale of the business. I relied on their advice and expertise to successfully close the transaction and maximize my financial results.”
Thilo Hessler
Founder and President
“When I decided it was time to sell Ghiotto & Associates, I reached out to the Oaklins team. They expertly guided me through the process and were careful to consider my personal goals. With SAM as a buyer, I felt confident that my team would be given the best opportunity to succeed and grow. The team made sure that I was able to continue the important task of running my business while moving the deal efficiently to close. I was confident that I was getting the best deal.”
Philip M. Ghiotto
Ghiotto & Associates
Ghiotto & Associates
“Having Heritage negotiate the challenges of a sale gave me great comfort and confidence that the best possible agreement between parties would be executed most professionally. The selling of a brand is very involved and complex, and it behooves anyone thinking of divesting their business to consider Heritage Capital to represent their interests. The details and legalities should be best left with those experts who deal every day in this genre.”
Bill Warner
Amelia Island Concours d’ Elegance
“I built SkyeTec on a foundation of high-quality testing and inspection services. It was important to me to find a buyer that shared these values to continue to grow the company. The Oaklins team worked hard to find that buyer in Gallant Capital. They brought expertise and experience that resulted in an efficient and effective deal close, while allowing my management team to continue to focus on growing the company through the pandemic and other challenges.”
Ted Nelson
Founder and President
“Bill Nicholson and Bill Sorenson were instrumental in preparing our firm to go to market and conducting a search for buyers aligned with our long-term goals. When they found a great fit with Tecta, Heritage led our management and advisory team to move to close efficiently and effectively. This is a process that required expertise that the Heritage team brought to the table and we were thankful to have them at our side every step of the way.”
Butch Childers
Childers Roofing and Sheet Metal
“The most important ingredient for selling your business is experience. The Heritage team navigated the complicated path of selling a business while keeping the end goal and the route to it in focus. I was astonished by the vast number of qualified buyers with whom they developed interest in my business. The team understands the complexities of selling a business, including having experienced nearly all the unexpected turns that can arise. Together, they closed the deal on my business, exceeding my expectations.”
Lawrence Coulson
Cd’A Metals
“We are very pleased with the outcome of this sale transaction. It was a complex transaction involving multiple parties in multiple countries to deal with. The Heritage team handled all issues diligently and efficiently. Their contributions are particularly noteworthy, given that the process had to be managed during the COVID-19 pandemic. Partnering up with a major US player and its German parent gives us the opportunity to realize the potential of our business in the marketplace.”
Walker Allen
President & CEO
Specialty Freight & Courier
“The Heritage Capital team put together a comprehensive marketing package that perfectly explained our unique business and, more importantly, identified new opportunities and growth potential to prospective buyers. Since I had been approached directly by several potential buyers, I originally questioned why I even needed an advisor for the sale of my company. Heritage identified other candidates, found the ultimate buyer, and negotiated a price that greatly exceeded my expectations. In fact, the buyer I originally thought would win the deal presented an offer that was significantly below the winner. The Heritage team was extremely helpful throughout the due diligence process, and worked tirelessly to assist me, my staff, and my other advisors to make the process run smoothly. There were challenges in the negotiations, however, Heritage always remained focused on the deal and provided the expertise and professionalism to get it closed. I am very glad I chose Heritage.”
Brian Fowler
Owner & President
North Florida Lubes
“What a great find in connecting with Bill Prescott and the folks at Heritage! When we decided to pursue my exit and the transition of the company, being the engineers we are, we exhaustively researched several groups that could assist us with the plans. We narrowed it down to two firms: Heritage, who came highly recommended from our CPA and our attorney, and a firm in the northeast who provides M&A services specifically for engineering and architectural firms. After working with the northeast firm in the preliminary process, we weren’t pleased with their plan, their approach, and, specifically, their valuation. We then began working with Bill and Don at Heritage Capital Group. What a pleasant surprise! Not only did Bill handle this transaction for us extremely professionally, efficiently, and doggedly- but we ended up with proceeds that were double what the previous group said we should expect. And now we have very good friends at Heritage. For such a huge life-changing experience and one I’ve worked for my entire professional career, I could not imagine a better outcome.”
Greg Edmonds
Ellis & Associates
“Over-voltage protection is a logical next step in our company’s strategy to broaden our electrical solution offering to the marketplace. SSI brings a strong history of innovation and safety along with the broadest range of SPD solutions in the market today. SSI’s products represent a perfect complement to ILSCO’s ever-expanding line of grounding and bonding connectors. Heritage played a critical role in negotiating the transaction and managing the process. We are very pleased with the outcome of the transaction, and we appreciate K.C. and Doug’s assistance throughout the process.”
Andrew Quinn
“Our expansion to Jacksonville last year marked a major step forward for our company, as we evolve from a well-known regional player into a national brand. That expansion brought challenges and required resources beyond what were available in our local market. Heritage Capital brought not only knowledge and nationwide contacts in the capital markets, but senior-level operating expertise to supplement our team. They’ve worked with us over the past year to upgrade our internal financial processes and prepare us for the scrutiny of sophisticated institutional capital. They did an exhaustive search of the markets for us, and managed a complex debt restructuring that we could not have accomplished on our own. This transaction will allow us to grow much faster, across three regions, and let us better respond to the growing demand from our customers.”
Charles Koukoulis
KCI Aviation