5210 Belfort Road, Ste 300,
Jacksonville, Florida 32256
United States
(904) 354-9600
www.heritagecapitalgroup.com
info@heritagecapitalgroup.com
Heritage Capital Group is an investment banking and financial advisory firm focused on serving clients small to mid-sized companies valued up to $250 million across the US. The Firm's services include mergers and acquisitions advisory, capital raising, financial restructuring, and valuations. The Firm’s sector experience includes agriculture, business services, consumer products/services, distribution, food, healthcare services, IT, manufacturing, packaging, real estate, and transportation. Heritage Capital Group was established in 1989 and is based in Jacksonville, Florida.
| Year | ≤ '19 | '20 | '21 | '22 | '23 | '24 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.2/yr) | - | - | - | 1 | - | - | 1 |
| Sellside (1.6/yr) | 1 | 2 | 4 | 1 | - | 1 | 9 |
| 10 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2024-05-30 | - | Construction |
| Sign-up to View | 2022-09-14 | - | Information Technology |
| Sign-up to View | 2022-02-10 | - | Building Materials |
| Sign-up to View | 2021-12-03 | - | Business Services |
| Sign-up to View | 2021-07-22 | - | Business Services |
| Sign-up to View | 2021-07-08 | - | Media |
| Sign-up to View | 2021-04-28 | - | Automotive |
| Sign-up to View | 2020-12-15 | - | Metals/Mining |
| Sign-up to View | 2020-08-03 | - | Distribution |
| Sign-up to View | 2015-06-03 | - | Packaging |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Business Services | Sign-up to View | ||
| Building Materials | Sign-up to View | ||
| Packaging | Sign-up to View | ||
| Construction | Sign-up to View | ||
| Distribution | Sign-up to View | ||
| Information Technology | Sign-up to View | ||
| Media | Sign-up to View | ||
| Automotive | Sign-up to View | ||
| Metals/Mining | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| Colombia | Sign-up to View | ||
| Domestic | Sign-up to View | ||
| Cross-border | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Growth Capital | Sign-up to View | ||
| Merger | Sign-up to View | ||
| Total | Sign-up to View | ||
| Corporate (10) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
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1 |
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1 |
