Mary Frosio is a leader of Heritage Capital Group’s buy-side advisory practice, bringing over 11 years of M&A experience and a 24-year track record as a top-performing corporate sales consultant. She oversees the lead generation and target outreach phase of the buy-side process, where her persistence, creativity, and drive for results enable her to extract meaningful information from targets, providing clients with critical insights to assess fit and make informed acquisition decisions.
At the outset of every engagement, Mary leads with relentless persistence. She leverages proprietary and paid databases, a CRM system, and an online deal platform to build and manage a tailored pipeline of acquisition opportunities. Mary continually refines target lists, develops innovative outreach strategies, and uses her proven ability to connect with decision-makers, building trust quickly and delivering insights aligned with each client’s acquisition criteria. Throughout the process, she provides regular reports and detailed engagement summaries to keep clients informed and in control every step of the way.
Under her leadership, clients have secured proprietary acquisition opportunities across diverse sectors. Mary combines the discipline of M&A execution with the adaptability of a seasoned sales leader, ensuring every outreach is purposeful, professional, and results-driven.
Mary holds a B.S. in Finance from the University of North Florida and a FINRA Series 79 license.
