Pages
Team Members
- Alex Kellison
- Asok K. Chaudhuri
- Bert M. Tenenbaum
- Bill Prescott
- Bill Sales, Jr.
- Bill Skinner
- Bill Sorenson
- Bobby Ward
- C. Donald Wiggins
- Chad Potter
- Charlie Tomm
- Chuck West
- Dan Curran
- Dan Edelman
- Daren B. Pietsch
- Douglas M. Kravet
- Frances Toro
- Hannah Solomon
- Howard C. Serkin
- Jennifer Carter
- Jerry Mallot
- Joe Hawkins
- John Montgomery
- John Pregulman
- JP Allen
- K. Dawn Blackledge
- K.C. Caldabaugh
- Katie Quackenbush
- Lizeth Estrada
- Logan Brannen
- Mac Holley
- Mary Frosio
- Mary M. Merrill
- Mike Bouton
- Mike Young
- Paul Dent
- Rick Snyder
- Rob Flaris
- Robert Cilek
- Serxhi Hyska
- Stan Baucum
- Travis Larson
- William R. Nicholson
Transactions
- Administar Services Group, LLC
- Aero-Hose Corp.
- AIC Ventures
- AIX Restaurants
- Alhambra Theatre & Dining
- Almanac Publishing
- Amelia Island Concours d’ Elegance
- AmeriCare Home Health
- Ameritape
- AQUAfin Swim School
- Arlington Wrecker Service
- Athletic Recovery Zone
- Atlantic Quality Parts
- Atlas Greenhouse
- Beacon Fisheries
- Beacon Fisheries
- Bernhardt Laboratories
- Braddock Construction
- Brunet-García
- Burlington Technologies
- Cardiothoracic & Vascular Surgical Associates
- Carlstedt’s
- CCI Spectrum
- Cd’A Metals
- Center Subaru
- Chancey Metal Products
- Childers Roofing and Sheet Metal
- Coastal Construction Products
- Coastal Insurance Underwriters
- Cooksey Steel Company
- Coughlan Companies
- Custom Wholesale Floors
- Cypress Creek Farms, LLC
- Data Storage Centers
- Diabetic Supply
- Dillon Engineering
- Drummac
- DX Marketing
- E3
- Ellis & Associates
- Engineered Lining Systems
- Envirotech
- EOM Water Works
- Erosion Control Services
- Exact, Inc.
- Fab-Tech Supply
- FDH, Inc
- First Coast Auto Sales
- First Coast Mohs
- First Coast Oncology
- Fletcher Stein
- Florida Roads Materials, LLC
- Fortune Financial
- Full Circle Dairy
- Full Circle Dairy
- GarbageMan
- Georgia Construction Products
- Ghiotto & Associates
- Guardian Fueling Technologies
- Guardian Fueling Technologies
- H.P. Reid
- Hederman Brothers
- HMI Buying Group
- HQ Business Centers
- Illingworth Engineering Company
- ILSCO
- Intercontinental Logistics 1
- Intercontinental Logistics 2
- ITEL Laboratories
- iVenture Solutions
- JA-RU, Inc.
- JVC Media
- K&I Plastics
- KCI Aviation
- Klein Steel Service
- Koch Properties
- Lee & Cates
- Logimax
- Maginnis Orthodontics
- Main Metal Recycling
- Malone Steel
- Maner Builders Supply Co.
- Maner Builders Supply Co.
- Matrix Composites
- MedAxiom
- MSC
- North Florida Lubes
- Oaklawn Cemetery
- Pacific Steel
- Pancoatings
- Pet Lovers Express
- Pet Paradise
- Pile Equipment
- Poultry Health Services
- Power & Pumps, Inc
- PRIMA Eye Group
- Ramworks
- Reinsurance Management, Inc
- Rink Reynolds
- Rosenblad Design Group
- Rox Volleyball
- Sandar Industries, Inc.
- Shaw Family Seafood Company
- Shell Office Systems
- Shell Office Systems 2
- SkyeTec
- Smart Pharmacy
- Soler & Palau
- Sparr Building and Farm Supply
- Specialty Freight & Courier
- St. Johns Food Service
- Stark Metal Sales
- Sunoptic Technologies
- Suntava
- SuperStock
- Survival Straps
- Susannah’s Gourmet Pantry
- Swyft Technologies
- Technology Research Corporation
- Technology Research Corporation
- The Blood Alliance
- The Grimes Companies
- Versatrim
- Walchle Lear
- Westmoore Group
- Woodsman Kitchens and Floors
- Write Touch
- Xsell
- Yown’s Boiler & Furnace Service
- Zambetti Steel
Posts
- Maximizing Value: Investing in people, culture, facilities, equipment, systems and service excellence are among the keys to M&A success
- Intern Introduction: Jason Assi
- Intern Introduction: Michael Samoyedny
- Heritage Advises AQUAfin Swim School
- Intern Introduction: Sarah Miller
- Driving Forces Behind M&A Activity in the Metal’s Industry
- Map an enduring legacy for your family-owned business
- Heritage Capital Group Advises First Coast Mohs
- Promotion of Serxhi Hyska to Analyst
- Strategies for Clients as they Prepare to Sell
- Exit Planning Strategy for Business Owners
- Heritage Welcomes Chad Potter
- Summer Interns Introduction
- “Finding Your Frequency” with Theo Vallas of Central Oceans USA
- “Finding Your Frequency” with Rusty Williams of Fantastic Floors
- “Finding Your Frequency” with Ted Willich, Jennifer Bradshaw, and Matt Berseth of NLP Logix
- “Finding Your Frequency” with Ike Sherlock Air Van
- Baker Constructors has been acquired by C.W. Matthews
- “Daily Business Brief” with Lisa Almeida of Freedom Boat Club
- Alex Kellison Accepted into Leadership Jacksonville Class 2025
- Determining the Value of a Business
- Heritage Capital Group Advises Soler & Palau
- Increasing the Value of Your Business
- Heritage Capital Group Advises Pacific Steel
- “Daily Business Brief” with Don Fox of Works by Don Fox
- Heritage Welcomes Mike Young
- Heritage Welcomes Bill Sales, Jr.
- “The Horse’s Mouth” with Bill Nicholson and Trisha Stalnaker
- “Daily Business Brief” with Chip Sistare of SVN First Coast Commercial Real Estate
- How to Work with an Expert Witness
- “Daily Business Brief” with Jeff McCutcheon of Apellix
- “On a Mission” with Ted Brauch of Citi
- Heritage Capital Advises Cooksey Steel Company
- “The Horse’s Mouth” with Marshall Reddy, Daniel Gilham, Bill Prescott, Wally Conway, and Coach Dave Campo
- “The Horse’s Mouth” with Bill Prescott, James Higbee, Nelson Bradshaw, Wally Conway, and Coach Dave Campo
- “The Horse’s Mouth” with Mike White, Bill Prescott, Cristin Choate, Jason Choate, and Coach Dave Campo
- “Daily Business Brief” with Kenny Santos of Aqua Gulf
- 2023 Year in Review
- “Daily Business Brief” with Charles Nelson of Swyft Technology, LLC.
- “Daily Business Brief” with Barbara Karasek of Paradise Advertising
- Heritage Announces Leadership Transition
- “The Horse’s Mouth” with Scott Thomas, Justin Ryan, Jerry Mallot, Coach Dave Campo, and John Green
- “The Horse’s Mouth” with Michael Cleary, Mac Holley, Mike Osborne, Jack Sears, and Coach Dave Campo
- “The Horse’s Mouth” with Bill Prescott, Keith Fairchild, Scott Simpson, Stephen Jennewein, and Coach Dave Campo
- “Daily Business Brief” with Jason Bright of Superior Scaffolding and Insulation, Inc.
- “Daily Business Brief” with Keith Fairchild of FairchildHR
- Oaklins 2024 Distribution Spot On
- “Legacy of Leaders” with Elaine Johnson of DCSI
- “Legacy of Leaders” with Brad Boone of Home & Away Golf
- “Daily Business Brief” with Ryan Adams of Rhino Shield
- “Daily Business Brief” with Tim Miller of Elite Insurance Associates
- “The Horse’s Mouth” with Mac Holley, Todd Roobin, Guy Swan, Melissa Scott-Gann, and Linda Grace Farley
- Heritage Capital Advises Woodsman Kitchens and Floors
- “Legacy of Leaders” with Joel Chamberlain of Financial Solution Advisors
- “The Horse’s Mouth” with Gary Sass, Armand Rosamilia, Sid Jones, Mario Caycedo, and Coach Dave Campo
- Heritage Capital Welcomes Hannah Solomon
- “Legacy of Leaders” with Daniel Sudhindaran of Floutwork
- Charting a Course for Distribution
- Season Greetings – 2023
- Heritage Capital Advises Stark Metal Sales
- “The Horse’s Mouth” with Coach Dave Campo, Nelson Bradshaw, Doug Dayberry, Mac Holley, and Rory Comiskey
- “Legacy of Leaders” with Joey Batchelor of Guardian Fueling Technologies, LLC.
- “The Horse’s Mouth” with Amy Love, Johny Helms, William Peterson, Denny Thompson, and Coach Dave Campo
- “Legacy of Leaders” with Stella Johnson of Hope Haven
- “Legacy of Leaders” with Kevin Johnson and Britiney Tackett of Secure Ideas
- “Legacy of Leaders” with John Daugherty of Virtual Mind Camp
- “Legacy of Leaders” with Maximilianos Sgouridis of Rast Transport & Logistic, Co.
- Heritage Capital Group Welcomes Dan Curran
- “The Horse’s Mouth” with Tanaine Jenkins, Karen Hornsby, and Jerry Mallot
- “The Horse’s Mouth” with Patrick MacRae, Kim Kuta Dring, Dr. Andrea Barnwell, and Jerry Mallott
- “The Horse’s Mouth” with Mort Crim, Coach Dave Campo, Jerry Mallot, and David Sillick
- “The Horse’s Mouth” with Jeff Weeks, Bill Prescott, Jenifer Holland, Daniel Gilham, and Coach Dave Campo
- “Legacy of Leaders” with Joe Lemire of ELYK Innovation, Inc.
- “Legacy of Leaders” with Mort Crim of The Washington Post
- “Legacy of Leaders” with Gray and Autumn Mabry of iVenture
- “Legacy of Leaders” with Scott Glazier and Bill Nicholson
- “Legacy of Leaders” with Patrick Reese of Guardian Fueling Technologies, LLC.
- Exit Planning: Navigating Critical Executive Transitions
- “Legacy of Leaders” with Shane Grindle of Aquarian Clinic, Inc.
- “Legacy of Leaders” with John Miller, Mac Holley, and Nelson Bradshaw
- “The Horse’s Mouth” with Ann Lefiles, Katie Cline, and Angelo Mincey
- “The Horse’s Mouth” with Sohail Aminmadani, Jack Sears, Matt Tuohy, and Patrick Emmet
- “Legacy of Leaders” with Barbara Karasek and Mac Holley
- “Buzzworthy Businesses” with Michael Kirwan and Steve Jenkins
- “The Horse’s Mouth” with Dave Schiffman, Chris Rocha, and Daniel Gilham
- “The Horse’s Mouth” with Casey Ruttan, Eric Bitz, Wes Greer, and Francisco Sefair
- Don Wiggins Shares Expert Insights From 15 Years of Being A Certified Exit Planning Advisor
- MBRE Sold Real Estate to The Suddath Companies
- “The Horse’s Mouth” with Cristine Kirk, Tiffany Bailey, Mac Holley, and Daniel Gilham
- “The Horse’s Mouth” with Coach Dave Campo, James Collie, Lisa Almeida, and Mac Holley
- “The Horse’s Mouth” with Erika Watson-Lawson, Mark Shaw, Kay Poole, and Ridge Sink
- “The Horse’s Mouth” with Coach Dave Campo, Ted Willich, Bill Prescott, and Nelson Bradshaw
- Heritage Advises Chancey Metal Products
- “The Horse’s Mouth” with Ken Vogel, Julio Alayo, Andre Lugo, and Bill Prescott
- “The Horse’s Mouth” with Katie Pell, Gerry & Jake Jacobs, and Sean Hall
- Heritage Advises McCurdey-Walden, Inc.
- Exact, Inc. Acquired by Chancey Metal Products
- Ponzi Schemes: Avoiding Investment Disaster
- A Structured Approach to Growing Your Business through Mergers & Acquisitions
- Selling Your Business: Answers to Key Questions
- Heritage Capital Group Welcomes JP Allen
- Heritage Capital Advises iVenture in Acquisition
- Meet Our Intern: Cameron
- Meet Our Intern: Hannah
- Meet Our Intern: Ashton
- Sandar Industries Inc. Acquired by Ryeco
- Power & Pumps Has Been Acquired by Motion & Control Enterprises
- Family Business Succession: The right plan starts with an honest discussion
- Heritage Announces Promotion of Bobby Ward to the Position of Analyst
- Webinar: Wealth Manager’s Guide to Maximize Business Value for Your Clients
- Malone Steel Has Been Acquired by New South Construction Supply
- Heritage Capital Group Expands Metal Industry Team
- Heritage Capital Group Welcomes Chuck West
- Heritage Capital Group Welcomes John Montgomery
- Heritage Capital Group Welcomes Stan Baucum
- Athletic Recovery Zone Has Been Acquired by Dragon Seats
- Roadrunner Express Lube Has Been Acquired by Strickland Brothers 10 Minute Oil Change
- Distribution sector headwinds are starting to ease
- St. Johns Food Service Has Been Acquired by an Investor Group
- Reflecting on 2022. Focusing toward 2023.
- Heritage Announces New Director of Investment Banking Services
- Atlas Greenhouse Has Been Purchased by Mangrove Equity Partners
- What Goes Down, Must Come Up – The Economy
- Selling a Business: How to Get Started
- Heritage Capital Served as Financial Advisor for Ackerman Cancer Center
- Raising Capital for Your Business (Part 2)
- Raising Capital for Your Business (Part 1)
- Are we in a recession?
- Sparr Building and Farm Supply Has Been Purchased by Nation’s Best
- Klein Steel Service Has Been Acquired by Alro Steel
- Illingworth Engineering Company Has Been Acquired by Thermal Tech
- Inflation must be fought by dealing with money supply
- Webinar: Inflationary Pressures on Borrowing, Restructuring, and Mergers & Acquisitions
- Heritage Capital Group Welcomes Rick Snyder
- Webinar: Cybersecurity for Business Owners
- Versatrim Has Been Acquired by Saw Mill Capital
- Five things you need to know about selling a business
- When is the time right to sell your business?
- 2021 Year in Review
- Ghiotto & Associates Has Been Acquired by SAM Companies
- How Organizations Can Use M&A to Adapt to a Post-Pandemic Economy – Oaklins’ Sponsored Pulse Survey
- Engineered Lining Systems Has Been Acquired by an Undisclosed Buyer
- Spot On Distribution Newsletter – November 2021
- Celia Dunn Sotheby’s International Realty Has Been Acquired by Daniel Ravenel Sotheby’s International Realty
- Increte of North Florida Has Been Acquired by New South Construction Supply
- Webinar: Thorny Issues in Selling a Company Webinar
- SkyeTec Has Been Acquired by Quality Built
- Childers Roofing & Sheetmetal Has Been Acquired by Tecta America
- The Amelia Island Concours d’Elegance Has Been Acquired by Hagerty
- Center Subaru Has Been Acquired by GMST, LLC
- Do You Know What Your Business is Worth?
- Heritage Capital Group Welcomes Joe Hawkins
- MedLink Staffing Has Been Acquired by Innoneo Health Technologies
- Post-COVID-19 Recovery Forming in M&A
- Coastal Insurance Underwriters Has Partnered with Constellation Affiliated Partners
- Cd’A Metals Has Been Acquired by Norfolk Iron & Metal
- Coastal Insurance Underwriters, Inc., has Acquired the Assets of Florida Tech Company Cybercom
- 2020 M&A Overview – Building Materials & Distribution
- Maginnis Orthodontics Has Been Acquired by Smile Doctors
- Maner Has Been Acquired by US LBM and Its Real Estate Has Been Acquired by STORE Capital
- Chancey Metal Products Has Been Acquired by Indigo South Capital
- Dr. Sol Brotman Has Transferred His Practice to Dr. Charles Poblenz
- Yown’s Boiler Services Has Been Acquired by Thermogenics, Inc.
- What Will Happen to the Transportation & Logistics Industry Post-COVID?
- Oaklins M&A Insights – Investing In a Safe and Healthy Future
- Digital Strategies Driving the Distribution Landscape
- Health Designs Has Been Acquired by HDAP, LLC
- Heritage Capital Group Opens Savannah Office
- Heritage Capital Group Expands Advisory Group with Addition of Industry Specialist – Dawn Blackledge
- Heritage Capital Group Announces Formation of New Real Estate Broker Affiliate, Heritage Realty Capital
- Heritage Capital Group a “next career” for business leaders
- Strategic Acquisition Expands ITT’s Portfolio of Aerospace Composites Products and Technologies
- Heritage Capital Group Announces Jerry Mallot as Director of Corporate Development
- MedAxiom Has Been Acquired by the American College of Cardiology
- More “Art than Science”
- The Grimes Companies Has Been Acquired By Peoples Services, Inc.
- Heritage Capital Group Welcomes Bert Tenenbaum as Principal
- Going Private
- Coastal Construction Products Has Partnered With Supply Chain Equity Partners
- Heritage Capital Group Served as Exclusive Sell-Side Advisor in Sale-Leaseback Transaction
- Healthy Eyes Advantage Acquires HMI Buying Group
- Florida Roads Materials Has Been Acquired By Smyrna Ready Mix Concrete
- Heritage Capital Group Welcomes John Pregulman as Principal
- Heritage Capital Group Welcomes Dan Edelman as a Principal
- Pet Paradise Sells 12 Properties
- Heritage Capital Group Welcomes Mary Merrill as a Principal
- Heritage Capital Announces Paul McGarvey as Special Agriculture Advisor
- Heritage Capital Group Announces Successful Debt Restructuring of 1st Place Team Sales and Rox Volleyball
- This Recession Packs a Double Whammy on Consumer Spending
- A Quick and Long-Term Economic Boost
- Bill Sorenson Appointed to NAWBO Advisory Council
- IDOC Acquires PRIMA Eye Group
- Driven Brands Acquires North Florida Lubes
- Ellis & Associates Merges with ECS
- Heritage Capital Group Announces the Successful Acquisition of Surge Suppression Incorporated by ILSCO
- Heritage Capital Group Announces the Successful Sale of Fab-Tech Supply, Inc. to FT Acquisition Company, LLC
- Heritage Capital Group Announces the Successful Sale of Pile Equipment, Inc. to Equipment Corporation of America
- Heritage Capital Group Announces the Successful Sale of AmeriCare Home Health to Brooks Rehabilitation
- Heritage Capital Group Announces Successful Merger of The Blood Alliance and OneBlood
- Heritage Capital Group Announces the Successful Completion of Debt Refinancing for Koch Properties
- Heritage Capital Group Announces the Successful Sale of Guardian Fueling Technologies, Inc.
- Heritage Capital Group Announces the Successful Sale of FDH, Inc.
- Heritage Capital Group Announces Financing of Real Estate Acquisition by Alhambra Theatre & Dining
- Heritage Capital Group Announces Successful Closing of Debt Refinancing for KCI Aviation
- Top Five Reasons to Run Your Business Like an NFL Franchise
- Business Valuations of Interest Rate Swaps for Financial Reporting Purposes
- If I am Considering Selling My Business, Should I Handle it Myself or Engage an Investment Banker?
- Heritage Capital Group Scores with New Team Member Bill Prescott
- Heritage Capital Group Announces Successful Capital Raise for Tough Gear, Inc.
- Heritage Capital Group Advises on the Sale of AIX Restaurants, Inc.
- Heritage Capital Group Announces the Acquisition of JMP Solutions, Inc.
- Without Fed taking action, inflation will be here to stay
- Heritage Capital Announces the Sale of a Highly Specialized Agricultural Company
- A Buyer has Approached Me About Buying My Business. Now What?
- Heritage Capital Group Announces the Sale of Atlantic International Distributors, Inc.
- Heritage Capital Group Announces Recent Transactions
- Heritage Capital Group Announces the Sale of Arlington Wrecker Service
- Heritage Capital Group Announces the Sale of Drummac, Inc.
- Heritage Capital Group Announces the Sale of Logimax to Friedman Corporation
- Heritage Capital Group Announces the Sale of Bernhardt Laboratories
- Heritage Capital Group Represents Oaklawn Cemetery Association
- Selling a Business Now May Make Economic Sense
- The Stimulus Package’s Problem is Physics
- Heritage Capital Group Announces the Successful Sale of Itel, Inc.
- Business Valuation Hot Topic: The Economic Impact of Taxes on S Corporation Values
- Matching Cash Flows and Discount Rates in Discounted Cash Flow Appraisals
- A Universal Business Valuation Model for Closely Held Businesses
- Intra-year Cash Flow Patterns: A Simple Solution for an Unnecessary Appraisal Error
- How to Estimate the Effect of a Stock Repurchase on Share Price
