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Heritage Capital Group

Heritage Capital Group

Jacksonville, Floridaheritagecapitalgroup.com

Overview

Heritage Capital Group is an independent investment banking and financial advisory firm serving middle-market and emerging growth companies in the U.S. and worldwide . The firm offers a wide range of financial services including selling a company, buying a company, mergers, divestiture of corporate assets, raising debt or equity, exit planning, and value enhancement .

Year Founded

1977

Portfolio Companies

1

Investments

Heritage Capital Group investments
CompanyDateStageLead
PipecatMar 2021Series ACo-investor

Sector & Stage Mix

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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Firmographic Details

HeadquartersJacksonville, Florida
Year Founded1977

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