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, Industry Specialist at Heritage Capital Group

Stan Baucum is an industry specialist with Heritage Capital Group and a seasoned steel professional. His primary focus is advising clients in M&A transactions and strategic consulting. Stan began his career at Chaparral Steel Company in 1984 and worked his way up through numerous leadership positions. As Director of Sales North America, Stan led product […]

Chuck West

Chuck West, Industry Specialist for Heritage Capital Group

Chuck is an Industry Specialist at Heritage Capital Group with over forty years of operational and leadership experience, predominantly in the SaaS and manufacturing industries. He began his career as a CPA and then took a leading operational and financial role in various companies, such as MasterCraft Boat Company, Venture Alliance (a venture development firm), […]

Rick Snyder

Rick Snyder, Industry Specialist for Heritage Capital Group

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 […]

Bill Skinner

Bill Skinner, Industry Specialist for Heritage Capital Group

Bill’s primary focus is advising clients on merger and acquisition transactions as well as financial and strategic advisory services in all industries. Bill has over 34 years of financial management and leadership both in public accounting, the aerospace industry and most recently, investment banking.  Prior to joining Heritage, he served in multiple financial leadership capacities, most […]

John Pregulman

John Pregulman, Industry Specialist at Heritage Capital Group

John Pregulman is an industry specialist with Heritage Capital Group. His primary focus is advising clients in mergers and acquisition transactions, and strategic consulting. He has 40 years of experience in the metal distribution business and spent most of his career with Siskin Steel and Supply in Chattanooga, Tennessee. He was the fourth generation president of […]

Daren B. Pietsch

Daren B. Pietsch, Industry Specialist at Heritage Capital Group

As an industry specialist of Heritage Capital Group, Daren’s primary areas of expertise are M&A transactions in the U.S. and abroad, growth strategy development & implementation, corporate turnaround, and shareholder value creation.  He has experience in several industry sectors including construction, logistics/distribution, and manufacturing (forest products, chemical, marine equipment). His career spans nearly 30 years and […]

Mary M. Merrill

Mary Merrill, Industry Specialist at Heritage Capital Group

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 to Manchester Companies.  Previously, Mary served as Chief Financial Officer and Director […]

Paul Dent

Paul Dent, Industry Specialist at Heritage Capital Group

Paul began his career at ADP where he managed and led the staffing and recruiting efforts for the ADP National Accounts Division. Paul comes from a family of early computing pioneers/entrepreneurs who founded Computer Power, the largest mortgage processing company in the world. He later founded Hirease, Inc., a very successful Southern Pines, North Carolina […]

K. Dawn Blackledge

Dawn Blackledge, Industry Specialist, Environmental Engineering at Heritage Capital Group

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 […]

Charlie Tomm

Charlie Tomm, Industry Specialist, Automotive, at Heritage Capital Group

Charlie Tomm is Chairman & CEO of Pablo River Partners, an investor in retail automotive dealerships.  He is also an automotive industry specialist with Heritage Capital Group.  Charlie was President & CEO of Brumos Automotive (two Mercedes-Benz, one Porsche and two Lexus stores, plus a collision center) from January 2009 through March 2016, when the company’s […]

Scott McCaleb

Scott McCaleb, Industry Specialist, Real Estate, of Heritage Capital Group

Scott’s primary focus is advising clients on merger and acquisition transactions, as well as financial and strategic advisory services in all industries. Scott will provide real estate advisory services ranging from financing and disposition to value enhancement and marketing. Over the course of his career, Scott has transformed long-term value of real estate assets, with a particular […]