Heritage Capital Group
Business Services · Florida, United States · 11-50 Employees
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Overview
Headquarters
4811 Beach Blvd Ste 300, Jacksonville, F...Phone Number
(904) 354-9600Website
www.heritagecapitalgroup.comRevenue
$5.8 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Heritage Capital Group
Heritage Capital Group is a middle-market investment banking and financial advisory firm that specializes in providing expert advisory services for buying and selling businesses, raising capital, and improving business performance. With over 48 years of experience, they focus on developing strategies for growth and successful exits for their clients. The firm operates with integrity and aims to represent the best interests of their clients while leveraging their global reach through membership in Oaklins. Their intended clients include private companies across various sectors such as healthcare, technology, and manufacturing.Explore more
Heritage Capital Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.7M
51-200
Private
<$5M
2013
SL
Sundeep LalHead Senior Managing Director, Healthcare Investment Banking
Company Profile Activity
Activity Insights
Heritage Capital Group is experiencing very low activity levels compared to other companies in the Business Services sector.
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Heritage Capital Group is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Heritage Capital Group.
Heritage Capital Group Tech Stack
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Heritage Capital Group News & Media
Heritage Capital Group Advises Subaru of Jacksonville on Sale
JACKSONVILLE Fla., Sept. 24, 2025 /PRNewswire/ -- Heritage Capital Group, Inc. (Heritage), an investment banking and financial advisory firm serving middle-market and emerging growth companies in the US and worldwide, is pleased to announce that its client, Subaru of Jacksonville (SOJAX),...Heritage Capital Group Advises Sight & Sound Productions on Recapitalization by Dubin Clark
JACKSONVILLE, Fla., July 9, 2025 /PRNewswire/ -- Heritage Capital Group, Inc. ("Heritage"), an investment banking and financial advisory firm serving middle-market and emerging growth companies in the U.S. and worldwide, is pleased to announce that its client Sight & Sound Productions,...Heritage Capital Group Advises Mittauer & Associates on Sale
JACKSONVILLE, Fla., April 3, 2025 /PRNewswire/ -- Heritage Capital Group, Inc. ("Heritage"), an investment banking and financial advisory firm serving middle-market and emerging growth companies in the U.S. and worldwide, is pleased to announce that its client Mittauer & Associates, Inc....Heritage Capital Group Advises OmniMax on Acquisition of Millennium Metals
JACKSONVILLE, Fla., Jan. 7, 2025 /PRNewswire/ -- Heritage Capital Group, Inc. (Heritage), an investment banking and financial advisory firm serving middle-market and emerging growth companies in the US and worldwide, is pleased to announce that its client OmniMax International, LLC...
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Heritage Capital Group is a middle-market investment banking and financial advisory firm that specializes in providing expert advisory services for buying and selling businesses, raising capital, and improving business performance. With over 48 years of experience, they focus on developing strategies for growth and successful exits for their client... Read More
