Heritage Capital Group is pleased to announce that Mary Merrill has joined the firm as a principal. Headquartered in Jacksonville, Florida, Heritage Capital Group is an independent investment banking and financial advisory firm. Mary has more than 20 years experience in mergers and acquisitions, private placements of debt and equity, strategic advisory services, and valuations for middle-market companies. Mary will continue to serve clients and relationships in the Minneapolis area, while broadening her base in the Southeast.
Prior to joining Heritage, Mary was a Managing Director and Chief Compliance Officer at Teneca, Inc., a FINRA registered investment banking firm in Minneapolis. She has worked with several investment banking firms including a boutique firm that she founded and subsequently sold to Manchester Companies, Inc. In addition, Mary has significant financial operations experience obtaining funding, developing strategic plans, establishing financial controls and executing financial and operating strategies. She served as Chief Financial Officer and Director of ePhones, a wireless retail, e-commerce and service company. Prior to this position, Mary was a partner at Churchill Capital, a family of private equity and subordinated debt funds.
“We are very happy to welcome Mary to the firm. She will make an excellent addition to the Heritage team.” said Don Wiggins, president of Heritage Capital Group. “With her breadth of experience, she provides our clients with a comprehensive understanding of capital markets, having served in the roles of investor, lender, and CFO.“
Mary commented, “I’ve known Heritage for a number of years and have been very impressed with the growth they have accomplished, and the many successful results they have achieved on behalf of their clients. I am excited to be joining such an experienced, vibrant team.”
Heritage Capital Group is an independent investment banking and financial advisory firm serving middle-market and emerging growth companies in the U.S. and worldwide. For more than 39 years, Heritage has provided objective advice to private companies in the areas of mergers, acquisitions and divestitures; business valuations; debt and equity capital raises; corporate restructurings; and financial and strategic advisory services focused on enhancing the value of business enterprises. Heritage Capital Group is a FINRA registered broker-dealer and the Florida office of M&A International Inc, a global organization of 650 professionals comprising 47 firms in 40 countries.