Testimonials

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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.

9 Videos

Mark Atlas
Atlas Manufacturing

Thilo Hessler
Versatrim

Ken Maszy
Atlantic Quality Parts

Ashley Rea
Drummac

Wes Bernhardt
Bernhardt Laboratories

Jim Hoener
Ameritape

Roger Mullins
ITEL Laboratories

Rick Manges
Intercontinental Logistics

Title

“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.”

“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!”

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.”

“It has been a great pleasure working with the team at Heritage during all the negotiations and final sale of ARZ to Dragon Seats. They were instrumental in the success of the sale.”

Athletic Recovery Zone

“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.”

“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.”

St. Johns Food Service

“Heritage brought their experience and, certainly, their level of professionalism to the sale process. The team prepared me for the sale, coached me through meetings with potential buyers, thoroughly explained the process and expectation level from buyers, and addressed key concerns that would be important to me as a seller after the sale. I would not have wanted to go through this transaction without their partnership.”

Atlas Greenhouse

“We are excited about the growth prospects for this acquisition for both our new and future St. Augustine clients, as well as our new members of the iVenture family. Gwanda has a reputation in the area as a leading IT solutions provider, which we will foster, enabling iVenture to continue its growth strategy in the southeast.”

iVenture Solutions

“Doug and Bill had the perfect combination of M&A and real estate deal experience that we needed. They helped us navigate a complex transaction and kept our team well-coordinated as we tackled both big and small issues. Looking back, it’s hard to imagine completing this transaction without them.”

Sam Howard and Paul Howard

Sparr Building and Farm Supply

“Heritage’s attention to detail and confidentiality made our management team feel comfortable with the requirements needed during each phase of this deal. Their expertise in the steel industry made the process much more fluid than we believed possible.”

Klein Steel Service

Klein Steel 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.”

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

“The personal service and attention to detail that I received from the Oaklins team have been nothing short of exceptional. They offered honest, realistic advice that never felt rushed. Their unwavering patience impressed me as they guided me through every stage of the acquisition process.”

Engineered Lining Systems

“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.”

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.”

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.”

Childers Roofing and Sheet Metal

“I was impressed by the staggering amount of detail that Mac and his team brought to the transaction. They helped make the sales process as easy as possible. I felt like I greatly benefited from working with Heritage due to their excellent reputation and fairness with fees.”

“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

“Heritage’s expertise and their ability to communicate with both the buyer and the seller were of great assistance to us. Their professional approach, attention to detail and problem-solving skills really impressed me and brought a lot of value to the transaction process.”

Charles Bushong

Coastal Insurance Underwriters

“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.”

President & CEO

Specialty Freight & Courier

“Hiring Heritage was one of the best decisions that I could have made. They helped me achieve an excellent valuation, and made the entire M&A process smooth and organized. commented. I routinely felt like I had the best in the business on my side. They’re a real asset to any business considering merging with a larger company.”

Jim Maginnis, DMD, MS

Maginnis Orthodontics

“The Heritage team was very organized, technically knowledgeable and experienced. They took care of a lot of challenges that had to be addressed, including COVID-19, and made the transaction progress smoothly. When we were dealing with the buyer the sale price kept changing, but the team was able to adapt to the changes and we were able to settle on a final price and terms with which we are all very happy.”

CEO & President

Maner Builders Supply Co.

“The Heritage team was very organized, technically knowledgeable and experienced. They took care of a lot of challenges that had to be addressed, including COVID-19, and made the transaction progress smoothly. When we were dealing with the buyer the sale price kept changing, but the team was able to adapt to the changes and we were able to settle on a final price and terms with which we are all very happy.”

CEO & President

Maner Builders Supply Co.

“Doug and K.C. really ‘went the extra mile’ for us. They were calm under pressure and helped us handle all of the details, even in the middle of the pandemic.”

Chancey Metal Products

“Dan Edelman and the HCG team were able to maximize and justify our business valuation. The valuation justification added credence to our company’s worth.”

Yown’s Boiler & Furnace Service

“Heritage managed the transaction process extremely well, offering invaluable guidance and support throughout. Their industry experience and professionalism were instrumental in securing such an outstanding result for Matrix Composites and its shareholders.”

Matrix Composites

“We are very pleased with the transaction in all respects. We never could have crossed the finish line without the Oaklins team advising us on tough issues, rolling up their sleeves to keep the deal moving and managing the transaction process.”

Jennifer Linville

“Our industry is going through a period of consolidation, and we are uniquely positioned to be at the forefront in distributing specialty construction products. Our partnership with Supply Chain will provide us the capability and resources to continue and expand our leading position in our product space.”

Coastal Construction Products

“This is the second transaction that Bill Prescott and Heritage have represented me on, and both have been great experiences! They did a very professional and thorough job of representing my interests through negotiations and complex due diligence process to maximize the value of HMI. There was always a clear line of communication with Bill and a very minimal impact on our day to day operations. I would certainly use them again.”

HMI Buying Group

“I greatly appreciate the advice and expertise that Heritage Capital Group provided in the sale of my company. We really do appreciate Heritage’s hard work and particularly their experience in this process. It has been rewarding working with Mac Holley and the Heritage team. We always felt assured that they had everything under control.”

Florida Roads Materials

“We are very excited to join ARA Newmark. Our clients will greatly benefit from ARA Newmark’s full-service, global platform. We are grateful to Heritage for their guidance and sound advice throughout this process. They focused on understanding our objectives, and provided the transaction experience necessary to secure this outstanding partnership.”

“We are really pleased with this recent partnership. This transaction will provide the company with the resources and flexibility to manage our plans for continued growth and expansion into additional cities and states. We are very grateful to the team for their expert guidance and assistance throughout the process.”

“Securing this financing was critical to the future growth of our companies. Heritage’s assistance was invaluable in connecting us, and presenting our story to the right financial institutions.”

Troy and Danielle Olson

“We retained Bill Prescott and Heritage in the summer of 2015 to represent us in the sale of our Atlanta based company to a competitor that was owned by a private equity firm. Bill and the Heritage team were terrific throughout the process. They did a great job of keeping the negotiations on track and that they pushed hard to get us top dollar in the deal. I am happy we chose them, and I would definitely use Bill and his team again.”

Co-Founder & CEO

PRIMA Eye Group

“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.”

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.”

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.”

“Heritage did an outstanding job marketing our Company and finding the right buyer. Their guidance in preparing us for the sale, and their leadership in negotiating the terms of the sale were the key to our success. Finding a buyer with the right chemistry to mesh with our team was important to us. We absolutely could not have done it without them.”

Fab-Tech Supply

“Heritage Capital provided the guidance and counsel needed to realize the sale of our company. Mac was by our side during the negotiations and extreme due diligence process. Having never sold a company before, we were grateful to have Heritage lead us through the challenges we faced along the way to reaching our goal.”

Co-Founder & CEO

“We are thankful to Asok and Heritage Capital Group for their steadfast and capable guidance throughout this process. Their transaction experience and expertise in our industry were invaluable in helping us accomplish this goal. We are very pleased with the outcome and look forward to being a part of such an excellent organization.”

President & Co-Founder

AmeriCare Home Health

“Securing the financing to buy the real estate was a defining step in our mission for the Alhambra to be one of the region’s most enduring and successful entertainment venues. Heritage’s assistance was invaluable; they managed the process so I could maintain my focus on managing the business.”

Managing Partner

Alhambra Theatre & Dining

“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

“This infuse of capital will allow us to expand our product line, and streamline and strengthen production capabilities to meet the increasing demand for all of our Survival Straps products. We are proud that all of our products are made in America, specifically, in Florida. Heritage Capital Group was instrumental in guiding us through this process and insuring that our best interests and integrity were always the utmost priority.”

President & Founder

Survival Straps

“I firmly believe that Heritage earned me probably 3x what I paid them.”

Atlantic Quality Parts

“Bill Nicholson and Heritage Capital provided exceptional service and advice throughout the sale and closing process.”

Arlington Wrecker Service

“Heritage’s 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. They were extremely helpful throughout the due diligence process and provided the expertise and professionalism to get the deal closed.”

Owner & President

“The Taylor family has proudly served the Jacksonville community for generations. As part of the Dignity Memorial™network, our service professionals, who have been meeting the needs of our families for many years, will continue to do so with new benefits available through this national network.”

Oaklawn Cemetery

“I knew that I could trust them.”

Bernhardt Laboratories

“Heritage’s experience is what made the transaction happen. They are a full-stop shop.”

“We are extremely pleased with the results of this transaction. Our team of investment bankers at Heritage Capital, led by Don Wiggins and Howard Serkin, provided invaluable senior-level advice and counsel in choosing the strongest partner for Itel, and in negotiating an outstanding financial outcome for our shareholders.”

ITEL Laboratories