Kevin Patterson is a principal at Heritage Capital Group, where he advises business owners and executive leadership teams on mergers and acquisitions. He leverages deep expertise in transaction structuring, valuation, and accounting to drive successful outcomes.
With over a decade in financial services, Kevin’s background encompasses hedge fund administration, structured finance operations at Fortune 500 companies, and international public accounting. Throughout his career, he has led cross-functional teams and managed complex financial situations. Kevin guides clients through every stage of the M&A lifecycle, from initial valuation to closing, ensuring seamless execution and alignment with long-term objectives.
Kevin earned dual bachelor’s degrees in Finance and Accounting from Florida State University. He is a Certified Public Accountant (CPA), a licensed real estate broker, and holds FINRA Series 63 and Securities Industry Essentials (SIE) licenses.
