Heritage Capital Group

Heritage Capital Group company information, Employees & Contact Information

Updated June 2026

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Heritage Capital Group is a Investment Banking company and founded in 1989. It has approximately 49 employees on record. Contact data was last refreshed in June 2026. Find Heritage Capital Group's verified employee emails, phone numbers, headquarters address, and key decision makers below.

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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News

BOB SPELL appointed principal in Heritage Capital Group’s Savannah office - Savannah Business Journal

BOB SPELL appointed principal in Heritage Capital Group’s Savannah office Savannah Business Journal

Katie Lanahan Quackenbush - The Business Journals

Katie Lanahan Quackenbush The Business Journals

Heritage Capital Group Advises CCW Safe Affiliate on Acquisition of US Legal Services - PR Newswire

Heritage Capital Group Advises CCW Safe Affiliate on Acquisition of US Legal Services PR Newswire

Heritage Capital Group Advises Subaru of Jacksonville on Sale - Yahoo Finance

Heritage Capital Group Advises Subaru of Jacksonville on Sale Yahoo Finance

Acosta-Rua joins Heritage Capital Group - Jacksonville Daily Record

Acosta-Rua joins Heritage Capital Group Jacksonville Daily Record

Heritage Capital Group Advises OmniMax on Acquisition of Millennium Metals - PR Newswire

Heritage Capital Group Advises OmniMax on Acquisition of Millennium Metals PR Newswire

Heritage Capital Group Appoints Joseph Lemieux, Jr. and Oren Schmidt to Lead A&D Team - The Business Journals

Heritage Capital Group Appoints Joseph Lemieux, Jr. and Oren Schmidt to Lead A&D Team The Business Journals

BILL SKINNER Named Market Leader at Heritage Capital Group’s Savannah Office - Savannah Business Journal

BILL SKINNER Named Market Leader at Heritage Capital Group’s Savannah Office Savannah Business Journal

Ryan Waters - The Business Journals

Ryan Waters The Business Journals

Heritage Capital Group Advises AQUAfin on Sale - PR Newswire

Heritage Capital Group Advises AQUAfin on Sale PR Newswire

Joseph Lemieux - The Business Journals

Joseph Lemieux The Business Journals

Heritage Capital Group Appoints Joseph Lemieux, Jr. and Oren Schmidt to Lead Aerospace and Defense Industry Team - PR Newswire

Heritage Capital Group Appoints Joseph Lemieux, Jr. and Oren Schmidt to Lead Aerospace and Defense Industry Team PR Newswire

Cd'A Metals Acquired by Norfolk Iron & Metal - PR Newswire

Cd'A Metals Acquired by Norfolk Iron & Metal PR Newswire

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