Summary

Heritage Capital Group

Founded in 1989

Description

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, ...

Strengths

  • Heritage Capital Group has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average

Weaknesses

  • Variance of revenue growth is more than the industry average
  • Since Heritage Capital Group was founded, the company has experienced slower revenue growth than the industry average
  • Web traffic rankings are worse than the industry average

Annual Revenue

Heritage Capital Group's annual revenue

$5791000

Based on Kona Equity data

  • Revenue per employee

    $251782

  • Variance of revenue growth

    3.11

  • Annual revenue growth since founding

    $165457

  • Revenue growth rate from first known quarter to current

    456.9%

Employee Count

23 employees

  • Employee growth rate from first known quarter to current

    20.7%

Executives

Asok Chaudhuri

Principal

a**@heritagecapitalgroup.com

Raymond Willis

CEO

r**@heritagecapitalgroup.com

Brendan D'Souza

Investment Banking Analyst

b**@heritagecapitalgroup.com

Jerry Mallot

Director, Corporate Development

j**@heritagecapitalgroup.com

Scott Hanigan

Principal

s**@heritagecapitalgroup.com

Karen Ronchetta

Vice President, Asset Management

k**@heritagecapitalgroup.com

Joe Mallard

Director, Timberland Investment

j**@heritagecapitalgroup.com

Bill Sorenson

Principal

b**@heritagecapitalgroup.com

Mary Merrill

Principal

m**@heritagecapitalgroup.com

William Nicholson

Principal

w**@heritagecapitalgroup.com

Bill Prescott

Principal

b**@heritagecapitalgroup.com

Daniel Edelman

Principal

d**@heritagecapitalgroup.com

Alex Kellison

Principal

a**@heritagecapitalgroup.com

Douglas Kravet

President

d**@heritagecapitalgroup.com

Joe Hawkins

Principal

j**@heritagecapitalgroup.com

Bert Tenenbaum

Principal

b**@heritagecapitalgroup.com

Patrick Emmet

Principal

p**@heritagecapitalgroup.com

Mac Holley

Principal

m**@heritagecapitalgroup.com

William Skinner

Principal

w**@heritagecapitalgroup.com

Larry Appel

Principal

l**@heritagecapitalgroup.com

Jennifer Carter

Executive Assistant

j**@heritagecapitalgroup.com

Scott Mccaleb

Principal

s**@heritagecapitalgroup.com

G Score - 4

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.

Web Analysis

  • Rank

    3.17 M

Location

4417 Beach Blvd, Ste 302 302
Jacksonville, FL  32207

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Key Information

  • SIC: 62; 621
  • NAICS: 523; 52311
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Heritage Capital Group.

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Frequently Asked Questions

Where is Heritage Capital Group located?

Heritage Capital Group's headquarters are located at 4417 Beach Blvd, Ste 302 302 Jacksonville, FL  32207.


What is Heritage Capital Group's official website?

Heritage Capital Group's official website is heritagecapitalgroup.com


What is Heritage Capital Group's revenue?

Heritage Capital Group's annual revenue is $5.8 M.


What is Heritage Capital Group's SIC code?

Heritage Capital Group's SIC: 62; 621


What is Heritage Capital Group's NAICS code?

Heritage Capital Group's NAICS: 523; 52311.


How many employees does Heritage Capital Group's have?

Heritage Capital Group has 23 employees


What industry does Heritage Capital Group belong to?

Heritage Capital Group is in the industry of Investment management.

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