Bobby Ward
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
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
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 […]
Melissa Ann Lockhart
Melissa Ann Lockhart, CPA/ABV is a senior analyst for Heritage Capital Group and focuses on developing economic analysis for litigation and conducting valuation projects for clients. Melissa is experienced in valuations of closely held businesses for various purposes including legal issues, mergers and acquisitions analysis, and management planning. Her valuation experience includes clients in finance, […]
Robert Cilek
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 […]
