Heritage Capital Group Revenue

Investment, Funds and Trusts • Jacksonville, Florida, United States • 21-50 Employees

Heritage Capital Group revenue & valuation

Annual revenue	$12,000,000
Revenue per employee	$261,000
Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues	$38,400,000
Total funding	No funding

Key Contacts at Heritage Capital Group

Bill Sorenson

Chief Executive Officer

Robert Cilek

Director Of Investment Banking Services

Company overview

Headquarters	5210 Belfort Rd, Suite 300, Jacksonville, Florida 32256, US
Phone number	+19043549600
Website	heritagecapitalgroup.com
SIC	621
Keywords	Financial Services, Business Valuation, Exit Planning, Mergers & Acquisitions, Capital Raise, Sell Side Advisory, Buy Side Advisory, Growth & Performance Advisory, Restructure & Reorganize Advisory, Process Improvement Strategies
Founded	1989
Employees	21-50
Socials

Heritage Capital Group Email Formats

Heritage Capital Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@heritagecapitalgroup.com), used 87.9% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@heritagecapitalgroup.com	87.9%
{first initial}	j@heritagecapitalgroup.com	6.1%
{last name}{last name}	doedoe@heritagecapitalgroup.com	6.1%

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 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.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Senior

Intern

Employees by Department

Heritage Capital Group has 11 employees across 5 departments.

Departments

Number of employees

Funding Data

Heritage Capital Group has never raised funding before.

Heritage Capital Group Tech Stack

Discover the technologies and tools that power Heritage Capital Group's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

Alive5

Live chat

Vimeo

Video players

WP Rocket

Caching

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Hello Elementor

WordPress themes

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Simpli.fi

Advertising

Frequently asked questions

Heritage Capital Group is located in Jacksonville, Florida, US.

You can reach Heritage Capital Group at +19043549600.

Heritage Capital Group generates an estimated annual revenue of $12,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Heritage Capital Group has an estimated valuation of $38,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Heritage Capital Group was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.

Heritage Capital Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Heritage Capital Group

Bill Sorenson

Chief Executive Officer

Robert Cilek

Director Of Investment Banking Services

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