Bio

Bill is CEO and a principal at Heritage Capital Group, Inc., a middle-market investment banking firm headquartered in Jacksonville, Florida. His primary focus is merger & acquisitions and strategic consulting assignments for clients. Bill leads both sell-side and buy-side assignments for clients seeking to sell or grow their businesses. He also leads Heritage Capital Group’s strategic consulting practice. In this capacity, he provides exit planning consulting to clients to ensure both their personal and business goals are met through long-term strategic planning. Bill is experienced in providing valuation services. His valuation experience includes hundreds of valuations for clients in multiple industries to support transactions, buy/sell agreements, financial reporting, tax filing, and estate planning. Prior to joining Heritage Capital Group, Bill served as a director of management consulting services for an engineering and management services contractor. He also served as a manager for the Supply Chain Optimization team for the consulting division of Deloitte & Touche, LLP, leading consulting projects and serving as manufacturing lead for Enterprise Resource Planning system implementations. Bill began his career in defense contracting and provided logistics support for multiple U.S. Navy weapon system programs. Bill is the past president of the Rotary Club of Jacksonville, serving 2021-2022, and is a graduate of the Leadership Jacksonville class of 2015. In 2016, he was appointed to the National Advisory Council for the National Association of Women Business Owners. He’s served as a panelist for the Jacksonville Women’s Business Center’s ATHENAPowerLink® program since 2018. Bill has served as a judge for the annual Manufacturers Association of Florida’s Manufacturers of the Year Award since 2011. He earned a B.B.A from Virginia Tech and an M.B.A., with a concentration in operations and management information systems, from Purdue University. He holds Series 79, 63, and 24 licenses and the designation of Certified Expert in Lean Management. Bill is also a licensed real estate broker in Florida.