Heritage Capital Group logo

Heritage Capital Group jobs and careers

Jacksonville, United States

About 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 46 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 45 countries, having closed 1,700 transactions in the past five years.

Founded
1989
Employees
11 to 50
Headquarters
Jacksonville

Leadership

The top of Heritage Capital Group's org chart, with how many people report into each leader.

BSPhoto of Bill Sorenson

Bill Sorenson

CEO

34 reports

JCPhoto of Jennifer Carter

Jennifer Carter

Director of Operations

15 reports

TLPhoto of Travis Larson

Travis Larson

Controller

4 reports

RCPhoto of Robert Cilek

Robert Cilek

Director Of Investment Banking Services

3 reports

LKPhoto of Liz Klein

Liz Klein

Chief Marketing Officer

2 reports

RSPhoto of Ron Salateo

Ron Salateo

Principal | Heritage Capital Group

BN

Bill Nicholson

Principal

JMPhoto of John Montgomery

John Montgomery

Principal

FAPhoto of Fernando Acosta-Rua

Fernando Acosta-Rua

Principal and Shareholder

Jobs at Heritage Capital Group

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