Insights

Boutique Middle-Market Target SHG as a lower middle-market investment bank with a solid 35+ year track record and a dedicated team for buy-side, sell-side, and recapitalization advisory to explore mid-market transaction opportunities.

Cross-Border Presence Leverage SHG’s US and Europe footprint to present cross-border M&A and cross-border financing opportunities, appealing to clients seeking international deal execution and valuation expertise.

Senior Talent Growth Engage with SHG on relationship-driven advisory by connecting with recent senior hires and advisors to showcase access to experienced dealmakers and expanded network for deal sourcing and private credit opportunities.

Strategic Partnerships Highlight potential collaboration with clients like Death Wish Coffee and other strategic partners to position SHG for co-advisory roles, TA-driven growth projects, and structured exit or growth financing mandates.

Tech-Forward Advisory Position SHG’s tech stack and data-driven approach as a differentiator for clients seeking efficient deal processes, analytics, and clear valuation narratives in sell-side preparation, due diligence, and market benchmarking.

Similar companies to Schwartz Heslin Group, Inc.

Schwartz Heslin Group, Inc. Tech Stack

Schwartz Heslin Group, Inc. uses 8 technology products and services including Amazon Web Services, cdnjs, Microsoft 365, and more. Explore Schwartz Heslin Group, Inc.'s tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • cdnjs
    Content Delivery Network
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • MobX
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Priority Hints
    Performance
  • Google Analytics
    Web Analytics

Schwartz Heslin Group, Inc.'s Email Address Formats

Schwartz Heslin Group, Inc. uses at least 1 format(s):
Schwartz Heslin Group, Inc. Email FormatsExamplePercentage
FLast@shggroup.comJDoe@shggroup.com
60%
Last@shggroup.comDoe@shggroup.com
33%
First.Last@shggroup.comJohn.Doe@shggroup.com
7%

Frequently Asked Questions

Where is Schwartz Heslin Group, Inc.'s headquarters located?

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Schwartz Heslin Group, Inc.'s main headquarters is located at 743 Albany Shaker Road Latham, New York 12110 United States. The company has employees across 1 continents, including North America.

What is Schwartz Heslin Group, Inc.'s phone number?

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You can contact Schwartz Heslin Group, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Schwartz Heslin Group, Inc.'s official website and social media links?

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Schwartz Heslin Group, Inc.'s official website is shggroup.com and has social profiles on LinkedIn.

What is Schwartz Heslin Group, Inc.'s NAICS code?

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Schwartz Heslin Group, Inc.'s NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Schwartz Heslin Group, Inc. have currently?

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As of June 2026, Schwartz Heslin Group, Inc. has approximately 25 employees across 1 continents, including North America. Key team members include Chief Executive Officer: T. M.Chief Operating Officer: R. S.Founder And Chairman: R. S.. Explore Schwartz Heslin Group, Inc.'s employee directory with LeadIQ.

What industry does Schwartz Heslin Group, Inc. belong to?

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Schwartz Heslin Group, Inc. operates in the Investment Banking industry.

What technology does Schwartz Heslin Group, Inc. use?

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Schwartz Heslin Group, Inc.'s tech stack includes Amazon Web ServicescdnjsMicrosoft 365Font AwesomeMobXjQueryPriority HintsGoogle Analytics.

What is Schwartz Heslin Group, Inc.'s email format?

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Schwartz Heslin Group, Inc.'s email format typically follows the pattern of FLast@shggroup.com. Find more Schwartz Heslin Group, Inc. email formats with LeadIQ.

When was Schwartz Heslin Group, Inc. founded?

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Schwartz Heslin Group, Inc. was founded in 1985.

Schwartz Heslin Group, Inc.

Investment BankingNew York, United States11-50 Employees

Schwartz Heslin Group, Inc. is a boutique investment banking firm that serves lower middle-market companies. It provides advisory services for buying, selling, and recapitalizing businesses, guiding owners through transactions to reach their stated goals. The firm’s client base comprises privately held companies seeking transaction-oriented guidance in growth and exit scenarios.

Based in Latham, New York, SHG has operated for more than 35 years and maintains a team with reach across the United States and Europe. In 2026, the firm expanded its advisory capacity through new senior hires, adding experienced professionals to its roster.

Section iconCompany Overview

Headquarters
743 Albany Shaker Road Latham, New York 12110 United States
Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
1985
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Schwartz Heslin Group, Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Schwartz Heslin Group, Inc.'s revenue is estimated to be in the range of $25M$50M

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