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 […]
Douglas M. Kravet
Doug Kravet is a principal at Heritage Capital Group. In 1996, he developed extensive expertise in advising middle market companies regarding mergers and acquisitions (“M&A”) transactions. During his tenure at Heritage, Doug has executed transactions in the business services, healthcare, construction and engineering, manufacturing, and distribution sectors. For more than two decades, Doug has advised […]
Alex Kellison
Alex is president and a principal at Heritage Capital Group, Inc., a middle-market investment banking firm headquartered in Jacksonville, Florida. 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, […]
Bill Sorenson
Bill is CEO and a principal at Heritage Capital Group, Inc., a middle-market investment banking firm headquartered in Jacksonville, Florida. 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 […]
Howard C. Serkin
Howard received his B.S. in engineering from Georgia Tech. Upon graduation, he served a four year tour of active duty as a Lieutenant in the U. S. Navy assigned to nuclear submarines and deep submergence rescue and salvage projects. He also earned his M.S. in engineering and received his M.B.A. in finance from Harvard Business […]
C. Donald Wiggins
Don (D.B.A., ASA, CVA, CPA/ABV, CEPA) is chairman of Heritage Capital Group, Inc., a middle market investment banking firm headquartered in Jacksonville, Florida. His primary focus is on merger and acquisition transactions in the U.S. and abroad, as well as conducting valuation, strategic planning, and value enhancement analysis for clients. Don is also a Professor Emeritus of […]
