Heritage Capital Group is pleased to announce Robert Cilek as the new Director of Investment Banking Services. Robert will lead the analytical and execution efforts of Heritage’s principals engaged in investment banking activities, including mergers and acquisitions, capital raising, and strategic consulting. In his role, Robert will also manage and develop Heritage’s growing analyst team and internship program.
Previously, Robert was a senior analyst at Heritage’s sister company, Business Valuation, Inc., where he performed valuations of businesses for various purposes including tax planning and compliance, purchase or sale of ownership interests, management planning, and estate and gifting purposes. Robert worked closely with companies ranging from less than $1 million of annual sales to more than $1 billion. In this role, Robert also conducted purchase price allocations, prepared detailed/complex financial models, and advised clients as they developed and executed strategic initiatives to realize their long-term goals. His valuation experience included clients in technology, education, manufacturing, distribution, agribusiness, and healthcare. Robert also provided analytical support for Heritage transactions during his tenure with BVI.
Robert earned a B.S. in health services administration from the University of Central Florida and an M.B.A. from the University of North Florida. He is a licensed real estate sales associate in Florida and a member of the Estate Planning Council of Northeast Florida.
“I am thrilled to be joining the Heritage team as the Director of Investment Banking Services,” Robert announced. “During my 6+ years with BVI and Heritage, I have had the privilege of working alongside some of the most talented professionals in the industry. I cannot thank them enough for their commitment to my development and success. I look forward to continuing Heritage’s tradition of providing the utmost value to our clients, while leveraging my experience to foster the ongoing growth of our transaction support team.”
“We are excited to have Robert as our Director of Investment Banking Services,” commented Doug Kravet, president of Heritage Capital Group. “His strong analytical and communication skills will help build our team and better serve our clients.”