Heritage Capital Group is a U.S.-based middle-market investment banking and financial advisory firm. Established in 2003, it operates primarily across North America, focusing on serving clients in various industries such as aerospace and defense, healthcare, manufacturing, real estate, and technology, among others.
The firm specializes in mergers and acquisitions, business valuations, capital raising, and strategic consulting. Heritage Capital Group emphasizes tailored advisory services for business owners seeking to navigate complex financial transactions, whether buying or selling businesses or enhancing operational performance.
Apart from its transaction advisory capabilities, the firm also offers restructuring and reorganizing services to assist companies in financial distress or facing operational challenges. Heritage Capital Group maintains a robust network that extends internationally through partnerships with firms such as Oaklins, which enhances its ability to execute cross-border transactions.
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