Daniel Edelman
Investment Banking/CPA
- Role
- Principal at Heritage Capital Group
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Daniel Edelman
As a Partner Emeritus at one of the largest CPA firms as well as an Investment Banker for mid-sized companies, I have a unique combination of skills to meet the needs of clients.
Experience
Principal
Jan 2017 — Present
Heritage Capital Group is an investment banking and financial advisory firm serving middle-market and emerging growth companies in the US and worldwide. For 43 years, Heritage Capital Group 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 a member of Oaklins, the world’s most experienced mid-market M&A advisory, with 800 professionals globally and dedicated industry teams in 40 countries worldwide.
Education
University of Florida
Bachelor of Science in Business Administration, Accounting
1975 — 1978
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