Heritage Capital Group
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 .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Pipecat | Mar 2021 | Series A | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Heritage Capital Group based?
Heritage Capital Group is headquartered in Jacksonville, Florida, United States.
When was Heritage Capital Group founded?
Heritage Capital Group was founded in 1977.
How many portfolio companies does Heritage Capital Group have?
Heritage Capital Group has 1 portfolio company in Caplight's dataset.
What are some companies in Heritage Capital Group's portfolio?
Portfolio companies visible on Caplight include Pipecat.
What was Heritage Capital Group's most recent investment shown here?
Heritage Capital Group's most recent investment in this portfolio sample was in Pipecat in 2021.
What sectors does Heritage Capital Group focus on?
Heritage Capital Group focuses on AI, Data & Cloud Infrastructure, Enterprise Software.
What company stages does Heritage Capital Group focus on?
Heritage Capital Group typically invests at the Early stage.