Heritage Capital Group

Heritage Capital Group Employee Directory

Investment BankingUnited States11-50 Employees

Heritage Capital Group is an investment banking and financial advisory firm serving middle-market and emerging growth companies in the US and worldwide. For 48 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 40 countries, having closed 1,900+ transactions in the past five years.

Find Heritage Capital Group employees' phone numbers or email addresses

Heritage Capital Group Global Highlights

Location
Employees

North America
65

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  • United States Of America
    65

Europe
1

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  • Italy
    1

Heritage Capital Group's Leadership

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    B. S.
    Chief Executive Officer
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    P. H.
    Chief Executive Officer
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  • Stylized image of a person
    F. J.
    Chief Engineer And Property Manager
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    A. K.
    President
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    R. W.
    Ceo
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    J. S.
    Company Owner
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  • Stylized image of a person
    D. W.
    President
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  • Stylized image of a person
    R. C.
    Director Of Investment Banking Services
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Contact profiles from Heritage Capital Group

Name
Title
Contact Info
Location
Last Update
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    A. K.
    President
    Phone icon
    United StatesFlorida
    May 06, 2025
  • Stylized image of a person
    B. S.
    Chief Executive Officer
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    United StatesFlorida
    Oct 20, 2025
  • Stylized image of a person
    R. W.
    Ceo
    Phone icon
    United StatesVirginia
    Sep 11, 2025
  • Stylized image of a person
    J. S.
    Company Owner
    Phone icon
    United StatesArizona
    Jul 19, 2025
  • Stylized image of a person
    P. H.
    Chief Executive Officer
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    D. W.
    President
    Phone icon
    United States
    Oct 18, 2025
  • Stylized image of a person
    F. J.
    Chief Engineer And Property Manager
    Phone icon
    UNITED STATES
    Oct 17, 2024
  • Stylized image of a person
    R. C.
    Director Of Investment Banking Services
    Phone icon
    United StatesFlorida
    Nov 12, 2025
  • Stylized image of a person
    L. B.
    Managing Director
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    N. J.
    Controller
    Phone icon
    United StatesNew Jersey
    Apr 19, 2025

Frequently Asked Questions

What is Heritage Capital Group known for?

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Heritage Capital Group was founded in 1989 operates in the Investment Banking industry. The company's main headquarters is located in 5210 Belfort Rd, Suite 300 Jacksonville, Florida 32256, US; you can contact the main corporate office by phone at . Explore Heritage Capital Group's company overview page for more information.

What is Heritage Capital Group's most common email format?

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Heritage Capital Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Capital Group email formats with LeadIQ.

How many employees does Heritage Capital Group have currently?

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Heritage Capital Group has approximately 47 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Heritage Capital Group's key employees and leadership?

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As of October 2025, Heritage Capital Group's key employees include:

  • Chief Executive Officer: B. S.
  • Chief Executive Officer: P. H.
  • Chief Engineer And Property Manager: F. J.
  • President: A. K.
  • Ceo: R. W.

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