With over ten years of experience as an M&A advisor, Mary assists middle-market and emerging-growth companies in achieving their strategic and financial goals. Her core competencies include strategy, buy-side and sell-side research, sales operations, client and investor relations, and marketing. She has successfully facilitated numerous transactions in various industries, such as healthcare, manufacturing, distribution, etc.  Mary is passionate about providing her clients with objective and creative value-added advice and helping them achieve their personal and/or business goals. Her customized approach ensures that each client and their unique business is accurately represented to potential buyers or sellers.

Before joining Heritage, Mary had a successful career spanning over 24 years as a sales consultant for Cardinal Health.  She received her BS in finance from the University of North Florida.