K.C. Caldabaugh

K.C. Caldabaugh, Principal Emeritus at Heritage Capital Group

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 K. Chaudhuri, Principal at Heritage Capital Group

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. […]

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 […]

Oren Schmidt

Oren Schmidt is a Principal at Heritage Capital Group, Inc., a middle-market investment banking firm headquartered in Jacksonville, Florida.  His primary focus is Aerospace & Defense merger & acquisitions and strategic consulting assignments for clients. Oren leads both sell-side and buy-side assignments for clients seeking to sell or grow their businesses as well as strategic consulting […]

Joseph Lemieux, Jr

Joseph Lemieux, Jr. is a Principal at Heritage Capital Group, Inc., a middle-market investment banking firm headquartered in Jacksonville, Florida.  His primary focus is Aerospace & Defense merger & acquisitions and strategic consulting assignments for clients. Joseph leads both sell-side and buy-side assignments for clients seeking to sell or grow their businesses as well as […]

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 […]

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, Principal at Heritage Capital Group

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, Principal at Capital Heritage Group

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, Principal at Heritage Capital Group

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, Principal at Capital Heritage Group

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 assists middle-market and emerging-growth companies in achieving their strategic and financial goals. Her core competencies include strategy, buy-side and sell-side research, sales operations, client and investor relations, and marketing. She has successfully facilitated numerous transactions in various industries, such as healthcare, manufacturing, distribution, etc. […]

Bill Prescott

Bill Prescott, Principal at Heritage Capital Group

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, Principal at Heritage Capital Group

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, […]

William R. Nicholson

Bill Nicholson, Principal at Heritage Capital Group

Bill Nicholson has 40 years of diversified experience in the commercial and investment banking industries. At Heritage, Bill concentrates on M&A advisory assignments and conducts litigation support. With the acquisition of Barnett Banks by Bank of America, Bill joined Bank of America Securities as managing director. He oversaw the Real Estate Advisory Group – the firm’s national […]