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. […]
Jerry Mallot
As Director of Corporate Development, Jerry’s primary focus is on developing new clients who will benefit from Heritage’s value-enhancing services that include consulting, capital raises, acquisitions, exit planning and execution, and the sale of companies. Jerry recently announced his retirement as president of JAXUSA Partnership and executive vice president of the JAX Chamber. While at JAXUSA […]
Scott Hanigan
Scott Hanigan has over 35 years of lease management, real estate brokerage, and sales experience. Mr. Hanigan works with owners of mid-sized companies to create value through mergers and acquisitions and strategic consulting. Prior to joining Heritage Capital Group, Mr. Hanigan was a real estate and business broker at Marketpoint Advisors, LLC. He valued businesses […]
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. […]
Patrick Emmet
Patrick is a principal with Heritage Capital Group where he focuses on financial and strategic advisory services. He has spent over 30 years in finance, sales, operations and leadership roles. Prior to joining BVI & HCG, Patrick was part of the leadership team at Encell Technology, a new technology battery storage company located in Gainesville, […]
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
Mary is a principal at Heritage Capital Group, Oaklins’ member firm in Jacksonville and Savannah. She has over 27 years’ experience in sales and marketing in the healthcare and retail sectors and is a valued resource for Heritage’s retail, distribution, and healthcare-related projects. Prior to joining Heritage, Mary was a senior sales consultant for Baxter […]
Alex Kellison
Alex Kellison is a principal with Heritage Capital Group and has been with the firm since 2014. Alex focuses on M&A advisory and strategic consulting with an emphasis on valuation and value creation. Alex has over 12 years of professional experience in corporate finance and accounting roles including investment banking, asset management, and audit. Alex […]
Bill Sorenson
Bill Sorenson is a principal with Heritage Capital Group. His primary focus is merger & acquisitions and strategic consulting assignments for clients. Bill leads both sell-side and buy-side assignments for clients seeking to sell or grow their businesses. He also leads Heritage Capital Group’s strategic consulting practice. In this capacity, he provides exit planning consulting […]
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, […]
William R. Nicholson
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 […]
