Heritage Capital Group
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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 valuatio... Read more
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Bill Sorenson
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Alex Kellison
President
Bert M. Tenenbaum
Principal
Bill Prescott
Principal
Dan Curran
Principal
Dan Edelman
Principal
Douglas M. Kravet
Principal
Joe Hawkins
Principal
John Montgomery
Principal
Joseph Lemieux
Principal
Mac Holley
Principal
Mary Frosio
Principal
Mike Young
Principal
William R. Nicholson
Principal
Robert Cilek
Director Of Investment Banking Services
Asok K. Chaudhuri
Principal Emeritus
K.c. Caldabaugh
Principal Emeritus
Jennifer Carter
Operations Manager
Hannah Solomon
Director Of Business Development
Travis Larson
Controller
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