4417 Beach Blvd, Suite 302,
Jacksonville, Florida 32207
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 from middle-market and emerging growth companies in the US and worldwide. The Firm practices include mergers and acquisitions advisory, capital raising, financial restructuring, and fairness opinion services. 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 (1.4/yr) | 1 | 2 | 4 | 1 | - | - | 8 |
| 9 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| 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 | ||
| Distribution | Sign-up to View | ||
| Information Technology | Sign-up to View | ||
| Media | Sign-up to View | ||
| Metals/Mining | Sign-up to View | ||
| Automotive | Sign-up to View | ||
| Packaging | 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 (9) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
|
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1 |
