K.C. Caldabaugh
K.C. is a former executive of LTV Corporation and The Charter Company. During his over 30 years as a financial executive, chairman, and CEO, he has worked for several major corporations throughout the U.S. After he identified and negotiated the acquisition of Spinnaker Coating, a division of Kimberly-Clark, located in Troy, Ohio in 1994, K.C. became its chairman and […]
Asok K. Chaudhuri
Asok is a principal at Heritage Capital Group and its sister company, Business Valuation, Inc. (BVI). His primary areas of expertise are M&A transactions in the U.S. and abroad, valuation, economic consulting, strategic planning, corporate turnaround, and shareholder value creation. He has experience in several industry sectors including transportation, logistics/distribution, manufacturing, health care, and information technology. […]
Fernando Acosta-Rua
Fernando Acosta-Rua is a seasoned executive with extensive experience in private equity, corporate leadership, and strategic growth. As a principal and shareholder at Heritage Capital Group, he leverages his diverse background in investments and operations to guide business owners through complex transactions with a comprehensive, value-driven approach. Fernando’s career spans both sides of the deal […]
Hannah Solomon
Hannah Solomon is a principal at Heritage Capital Group, specializing in merger and acquisition advisory and strategic planning. She works closely with clients to facilitate transactions, optimize business strategies, and achieve their long-term financial and operational goals. Before joining Heritage, Hannah’s career spanned various marketing and sales roles at technology and media companies in Jacksonville, […]
Chad Potter
Chad Potter is a principal with Heritage Capital Group. Chad’s primary focus is advising clients in metals, distribution, and logistics businesses on merger and acquisition transactions. Before joining Heritage, Chad held senior positions at several prominent institutions, including NCR Corporation, Nucor, a Nucor-JFE Steel joint venture in Mexico, American Consolidated Industries, and Westwater Resources, where […]
Mike Young
Mike Young is a principal with Heritage Capital Group. Mike’s primary focus is advising clients in metals, distribution, and logistics businesses on merger and acquisition transactions. He began his career at Newport News Iron & Steel as the general manager, overseeing project management and retail operations. Later, he joined Chatham Steel Corporation, eventually becoming vice […]
Bill Skinner
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 […]
Dan Curran
Dan Curran is a principal with Heritage Capital Group. Dan primarily focuses on advising clients on merger and acquisition transactions as well as strategic planning. Dan joins Heritage with over 45 years of exemplary leadership and financial expertise within the healthcare industry. He began his career of over 30 years with KPMG, where, for over […]
John Montgomery
John Montgomery is a principal at Heritage Capital Group with over 25 years of operational and business development experience in the metals industry. His experience as a former steel executive and owner-operator of a third-generation family-owned business has given him a unique perspective on the steel industry. Through these roles, John has developed a deep […]
Joe Hawkins
Joe Hawkins (JD, MBA, CEPA) has over 35 years of experience in investment banking, venture capital, and early-stage businesses in the U.S. and abroad. Joe’s primary focus is advising clients on M&A transactions and capital raising for companies at all stages. Joe has launched over 20 businesses in the technology, education, manufacturing, and retail sectors. […]
Bert M. Tenenbaum
Bert Tenenbaum is a principal with Heritage Capital Group. Bert’s primary focus is advising clients in metals, distribution, and logistics businesses on merger and acquisition transactions. Bert has 40 years of leadership and management experience in metals distribution, working for both private and public companies. Bert’s family owned Savannah, Georgia-based Chatham Steel Corporation, one of […]
Dan Edelman
Dan Edelman is a principal with Heritage Capital Group. Dan’s primary focus is advising clients on mergers and acquisition transactions as well as strategic planning. Dan has over 40 years of public accounting experience, all in the Jacksonville area. He was one of the founders of Presser, Lahnen & Edelman, one of the area’s largest […]
Mary Frosio
With over ten years of experience as an M&A advisor, Mary is a leader of Heritage’s buy-side M&A team. She oversees client relationships, target identification, and the development of strategic and systematic outreach efforts. Mary plays a pivotal role in sourcing potential acquisition targets, helping clients across various industries achieve their growth ambitions through well-executed […]
Bill Prescott
Bill Prescott is a principal with Heritage Capital Group. Prior to joining Heritage, Bill was the Chief Financial Officer and Senior Vice President of Stadium Operations for the Jacksonville Jaguars NFL franchise, and provided financial and operational leadership to the executive team since its inception in 1993. He was responsible for managing all aspects of […]
Mac Holley
Mac Holley has spent his 40 year career in the commercial and investment banking industries. Mr. Holley works with owners of mid-sized companies to create value through strategic planning, mergers and acquisitions, and comprehensive exit strategy design and implementation. Prior to joining Heritage Capital in 2011, Mr. Holley managed the operations of Florida Capital Bank, […]
