Jamie McCurry

Jamie McCurry is an industry specialist with Heritage Capital Group, bringing nearly 30 years of leadership experience across the maritime, transportation, and logistics sectors, with deep expertise in operations, administration, and strategic growth. Prior to joining Heritage, he spent nearly 24 years with the Georgia Ports Authority, serving in a series of senior leadership roles, […]
Matt Liotta

Matt co-founded Volato, a leading private aviation company, in 2021 and serves as its chief executive officer. Under his leadership, Volato has redefined private jet ownership with its innovative fractional ownership model using the HondaJet Elite S fleet, providing unparalleled service and convenience. Before Volato, Matt founded Agrify Corporation (NASDAQ: AGFY), an agricultural technology company […]
Ryan Schwartz

Ryan Schwartz is a senior advisor with Heritage Capital Group, bringing a career of executive leadership across the property insurance and healthcare services sectors, with deep expertise in sales, marketing, distribution, operations, and corporate affairs. Prior to joining Heritage, he served as Chief Executive Officer of Patronus Medical, a global medical concierge practice, where he […]
Bill Sales, Jr.

Bill has an extensive background in the metal industry, boasting over 40 years of experience. His journey began at Kaiser Aluminum, where he took on sales, marketing, and manufacturing roles for 16 years. During his time there, he worked with various products, including alumina, aluminum extrusions, cold-finished bars, and flat-rolled products. In 1997, he joined […]
Stan Baucum

Stan Baucum is an Industry Specialist with Heritage Capital Group on the metals production, distribution, and fabrication team. With more than four decades of leadership experience in the steel industry, he advises clients on mergers and acquisitions, strategic growth initiatives, and operational consulting across the global steel sector. Stan began his career with Chaparral Steel […]
Rick Snyder

Rick Snyder is an Industry Specialist for Heritage Capital Group, focused on the aviation and maritime industry, and organizational and leadership assessment and development. Rick, a retired Navy Vice Admiral, has held senior leadership roles in aviation, surface warfare, the Joint Staff, and U.S. Northern Command/North American Aerospace Defense Command. Prior to his retirement, he was […]
Daren B. Pietsch

As an industry specialist at Heritage Capital Group, Daren’s primary areas of expertise include M&A transactions in the U.S. and abroad, growth strategy development and implementation, corporate turnaround, and shareholder value creation. He has experience in multiple industry sectors, including construction/real estate development, logistics/distribution, and manufacturing (forest products, chemical, and marine equipment). His career spans […]
Mary M. Merrill

Mary Merrill has over twenty-five years’ experience in mergers and acquisitions, private placements of debt and equity, strategic advisory services and valuations for middle-market companies. She has worked for several investment banking firms, including a boutique investment bank she founded and subsequently sold. Prior to investment banking, Mary was a partner at Churchill Capital, a […]
Paul Dent

Paul Dent brings entrepreneurial and executive experience to Heritage Capital Group, with a specialized focus on software, information technology, and cybersecurity. As the founder of Hirease, Inc. and interim CEO of Welltality, Paul has a strong track record of scaling service-based technology companies and navigating strategic transactions. Earlier in his career, Paul held leadership roles […]
K. Dawn Blackledge

Dawn Blackledge has joined the firm as an industry specialist focusing on engineering. Dawn has over 30 years of experience as an entrepreneur in the engineering and environmental consulting fields, as well as in general construction services. Dawn founded Aerostar Environmental Services, Inc., which grew from a one-person firm to a staff of over 100 […]
Dan Curran

Dan Curran is an industry specialist with Heritage Capital Group and brings over 45 years of exemplary leadership and financial expertise within the healthcare industry. He began his career with KPMG, where he spent more than 30 years, including over two decades as an audit and advisory partner. During his tenure, Dan served on the […]