Heritage Capital Group, an investment banking and financial advisory firm serving middle-market and emerging growth companies in the U.S. and worldwide, is pleased to announce that Massimo Messina has joined the firm as Principal on its Supply Chain Team. Messina most recently led mergers and acquisitions for Crowley, one of the nation’s leading logistics and maritime services providers.
His addition enhances Heritage’s ability to serve clients throughout the global transportation ecosystem while leveraging the reach of Oaklins, the world’s largest mid-market M&A advisory network, which has completed 22 transportation and logistics transactions over the past year.
“The supply chain industry continues to evolve rapidly, driven by evolving customer demands, technology innovation, and changing global dynamics. I look forward to joining the team at Heritage and helping business owners, executives, and investors navigate strategic opportunities and create long-term value,” said Messina.
Messina brings more than three decades of experience in mergers and acquisitions, corporate finance, valuation, and strategic advisory services. Throughout his career, he has advised public and private companies, private equity sponsors, and entrepreneur-owned businesses on a broad range of strategic transactions across the supply chain, logistics, transportation, technology, and industrial sectors.
Prior to joining Heritage Capital Group, Messina served as Vice President of Mergers & Acquisitions at Crowley, where he led the company’s M&A and corporate venture investment initiatives. During his tenure, he established and led Crowley Ventures, oversaw strategic acquisitions and investments, structured significant capital transactions, and played a key role in transformative deals, including the formation of Fairwater, a merger valued at $1.2 billion.
Earlier in his career, Messina served as President of BG Strategic Advisors, a boutique investment bank focused on supply chain and technology transactions. He also held senior leadership roles at Navigant Consulting (now Ankura), Duff & Phelps, Grant Thornton, PwC, Houlihan Lokey, and Credit Suisse First Boston. Messina earned an MBA from Boston University Graduate School of Management and a Bachelor of Arts in Economics from Connecticut College.
“Massimo’s combination of M&A execution expertise, industry knowledge, and corporate leadership experience makes him an outstanding addition to our team,” said Bill Sorenson, CEO of Heritage Capital Group. “His experience spanning maritime transportation, ports, logistics, freight movement, and supply chain technology aligns exceptionally well with the industries we serve and complements the global reach of our Oaklins partnership.”
At Heritage Capital Group, Messina will focus on advising companies across the transportation and supply chain sectors, including third-party logistics (3PL) providers, full truckload (FTL), less-than-truckload (LTL) freight companies, last-mile logistics businesses, freight forwarders, warehousing and distribution operators, maritime service providers, and transportation technology companies. His combination of investment banking and corporate M&A experience positions him to help business owners, corporate acquirers, and financial sponsors evaluate mergers and acquisitions, capital raising opportunities, and other strategic initiatives.
