Serxhi Hyska

As an analyst, Serxhi supports senior team members with various investment banking transaction services, including financial modeling, due diligence, and maintaining effective client communication. Before joining our team, Serxhi interned at Heritage while completing his studies at the University of North Florida (UNF). During his time at UNF, he served as a portfolio manager for […]

Bobby Ward

Bobby Ward, Analyst at Heritage Capital Group

As an analyst, Bobby assists senior team members with investment banking transaction services. These roles include but are not limited to financial modeling, due diligence, and maintaining efficient client communication. Prior to this position, Bobby was an intern for Heritage while finishing his studies at the University of North Florida. Throughout his time in school, […]

Mike Bouton

Mike Bouton Senior Analyst at Heritage Capital Group

As a senior analyst, Mike assists in planning and executing investment banking transactions. Mike brings a strong financial analysis and research background to the Heritage team. Before joining Heritage, he was the director of accounting and finance at Tri-Star Semi Truck & Trailer Services, LLC, where he led a rapidly growing small business in all […]

JP Allen

JP Allen Senior Analyst for Heritage Capital Group

As a senior analyst, JP assists in planning and executing investment banking transactions. JP brings a strong background in financial analysis and research to the Heritage team. Prior to joining Heritage, he was a supervisor at the Bank of New York Mellon, where he managed a team of analysts that prepared investment summary reports to […]

Robert Cilek

Robert Cilek, Director of Investment Banking Services at Heritage Capital Group

As the Director of Investment Banking Services for Heritage, Robert oversees and manages the transaction support functions of the firm, working closely with principals and senior leadership to ensure alignment and use of resources with goals and strategic objectives. Robert also provides M&A engagement execution support for prospects and clients including research, analysis, modeling, presentation and […]