Mary Merrill
Principal @Heritage Capital Group
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WORK HISTORY
Principal @Heritage Capital Group
Established in 1977, Heritage Capital Group is a leading investment banking and advisory firm based in Jacksonville, Florida. Heritage provides a range of investment banking services, including buy-side and sell-side M&A advisory work, business valuations, litigation support, exit planning, value enhancement and strategic advisory services, including restructuring and reorganization consulting. Heritage Capital Group is a FINRA regulated broker-dealer and the Florida headquarters of M&A International Inc, which extends its capabilities on a global scale. Mary will serve the upper Midwest market on behalf on Heritage in addition to broadening the firm\'s reach in the Southeast and throughout the country.
EDUCATION
UMN Carlson School of Management
MBA, Finance and International Business
UMN Carlson School of Management
BSB, Business and Accounting
SKILLS
ABOUT MARY MERRILL
Experienced leader providing middle market companies with mergers and acquisitions services, sale and exit strategies, capital (commercial debt, subordinated and mezzanine debt, equity), and strategic planning.My background provides a unique understanding of capital markets as investor, lender, senior management seeking investment and intermediary in private investment transactions.Specialties: Mergers and AcquisitionSenior Debt, Subordinated Debt and Equity FinancingPrivate InvestingInvestment BankingFinancial Services LeadershipNon-Profit LeadershipAnimal advocate through Florida Urgent Rescue, F.U.R.
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