About Heritage Capital Group
Heritage Capital Group is a Financial Services company based in Jacksonville (United States). Heritage Capital Group is engaged in investment banking and financial advisory for middle-market businesses. It operates on a Professional Services and Commission-Based model. Heritage Capital Group has completed 1 acquisition, including U.S. Legal Services. Heritage Capital Group offers products and services including Investment Banking, Financial Advisory, and Business Valuations. Its focus areas include Financials, Investment Banking and Advisory Services.
Company details
Heritage Capital Group is involved in providing investment banking and financial advisory services to middle-market companies. Services offered include mergers, acquisitions, divestitures, business valuations, capital raising, corporate restructurings, and exit planning. The company operates across various sectors such as aerospace, healthcare, manufacturing, and technology. With a global reach through its membership in Oaklins, international expertise and transaction experience are leveraged to facilitate deals worldwide. Strategic consulting and performance improvement solutions are also provided to ensure long-term business success.
- Headquarters Jacksonville, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website heritagecapitalgroup.com
- Social LinkedIn
- Investments & Acquisitions
Products & Services of Heritage Capital Group
Heritage Capital Group offers a comprehensive portfolio of products and services, including Investment Banking, Financial Advisory, and Business Valuations.
Investment banking services are provided for business transactions.
Financial advisory services are offered for strategic planning.
Business valuations are conducted for accurate market assessment.
People of Heritage Capital Group
11 people are tracked at Heritage Capital Group (1 in leadership, 10 in team).
| Name | Role | Group |
|---|---|---|
Bill Sorenson | CEO | Leadership |
Jennifer Carter | Operations Manager | Team |
Bert M. Tenenbaum | Principal | Team |
John Pregulman | Industry Specialist, Metals Production, Distribution, And Fabrication | Team |
John Montgomery | Principal | Team |
Hannah Solomon | Principal | Team |
Logan Brannen | Receptionist | Team |
Bill Sales | Industry Specialist, Metals Production, Distribution, And Fabrication | Team |
Travis Larson | Controller | Team |
Frances Toro | Staff Accountant | Team |
Bill Nicholson | Principal | Team |
Complete people profiles for Heritage Capital Group
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- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Heritage Capital Group
Heritage Capital Group has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include U.S. Legal Services.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Legal services are provided to clients across the United States. | uslegalservices.net | Jacksonville, United States | 1972 | May 2025 | •••• |
Complete acquisition details for Heritage Capital Group
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Web traffic of Heritage Capital Group
Websites that share an audience with Heritage Capital Group (heritagecapitalgroup.com).
Websites whose visitors overlap most with Heritage Capital Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| gordiangroup.com | 98% | 5.6K | #3,769,698 | View details | |
| g2capitaladvisors.com | 82% | 9.7K | #1,808,189 | View details |
Top companies in Investment Banks
3 companies that operate in the same segment as Heritage Capital Group (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Frequently Asked Questions about Heritage Capital Group
Heritage Capital Group is headquartered in Jacksonville, United States.
Heritage Capital Group is involved in providing investment banking and financial advisory services to middle-market companies. Services offered include mergers, acquisitions, divestitures, business valuations, capital raising, corporate restructurings, and exit planning. The company operates across various sectors such as aerospace, healthcare, manufacturing, and technology. With a global reach through its membership in Oaklins, international expertise and transaction experience are leveraged to facilitate deals worldwide. Strategic consulting and performance improvement solutions are also provided to ensure long-term business success.
Heritage Capital Group offers Investment Banking, Financial Advisory, and Business Valuations.
Heritage Capital Group has made 1 acquisition, including U.S. Legal Services.