Heritage Capital Group
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.
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Verified contacts
38
available on Kipplo
LinkedIn employees
47
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
0
tools in use
Monthly traffic
821
organic / mo
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Decision-makers and verified team members
38 contacts with verified email or phone · masked until revealed.
- AC
Asok Chaudhuri
Principal · Finance & Accounting
EmailPhone - BT
Bert Tenenbaum
Principal · Finance & Accounting
EmailPhone - BN
Bill Nicholson
Principal · Finance & Accounting
EmailPhone - BS
Bill Skinner
Principal · Finance & Accounting
EmailPhone - BS
Bill Sorenson
Principal · Finance & Accounting
EmailPhone - BS
Bob Spell
Principal · Finance & Accounting
EmailPhone - HS
Hannah Solomon
Principal · Finance & Accounting
EmailPhone - JH
Joe Hawkins
Principal · Finance & Accounting
EmailPhone - JM
John Montgomery
Principal · Finance & Accounting
EmailPhone
Showing 9 of 38 verified contacts
Top roles at Heritage Capital Group
15 distinct titles indexed · top 10 shown.
- 15principal
- 3investment banking analyst
- 2senior analyst
- 1,, &
- 1administrative assistant
- 1chairman
- 1director of investment banking services
- 1industry specialist
- 1investment banker principal
- 1investment banking intern
- +5more titles
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