Heritage Capital Group is an investment banking and financial advisory firm serving middle-market and emerging growth companies in the US and worldwide. For 46 years, Heritage has provided objective advice to private companies in the areas of mergers, acquisitions and divestitures; business valuations; debt and equity capital raises; corporate restructurings; and financial and strategic advisory services focused on enhancing the value of business enterprises. Heritage Capital Group is a FINRA registered broker-dealer, and is also a member of Oaklins, the world’s most experienced mid-market M&A advisor, with over 850 professionals and dedicated industry teams in more than 45 countries, having closed 1,700 transactions in the past five years.
View Top Employees from Heritage Capital GroupWebsite | http://heritagecapitalgroup.com |
Revenue | $5.8 million |
Employees | 49 (49 on RocketReach) |
Founded | 1989 |
Address | 5210 Belfort Rd Suite 300, Jacksonville, Florida 32256, US |
Phone | (912) 200-9597 |
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Industry | Investment Banking, Finance General, Mergers & Acquisitions, Finance, Sell Side Advisory, Growth & Performance Advisory, Restructure & Reorganize Advisory, Exit Planning, Business Valuation |
Web Rank | 5 Million |
Keywords | Heritage Capital, Heritage Capital Group, Heritage Capital Private Asset Management, Manufacturing Firm Transactions Advisory, Heritage Savannah Business |
Competitors | Brookwood Associates, GulfStar Group, Harpeth Capital, LLC, Objective Capital Partners, LLC, The Christman Group |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52311 Companies, NAICS Code 523110 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5231 Companies |
Looking for a particular Heritage Capital Group employee's phone or email?
The Heritage Capital Group annual revenue was $5.8 million in 2024.
Alex Kellison is the President of Heritage Capital Group.
49 people are employed at Heritage Capital Group.
Heritage Capital Group is based in Jacksonville, Florida.
The NAICS codes for Heritage Capital Group are [52311, 523110, 52, 523, 5231].
The SIC codes for Heritage Capital Group are [621, 62].