Mary is a principal at Heritage Capital Group, Oaklins’ member firm in Jacksonville and Savannah. She has over 25 years’ experience in mergers and acquisitions, private placements of debt and equity, strategic advisory services and valuations for middle-market companies. Mary has advised, sold, invested in and managed distribution and logistics companies in a variety of industries, including construction products, fasteners, food, waste and technology products.
Previously, Mary served as CFO and director of a west coast retail and service company, where she was instrumental in raising significant growth capital and positioning the company to expand into multiple states, with web-based operations serving clients nationwide. Prior to that, Mary was a partner for six years at Churchill Capital, a family of private equity and subordinated debt funds now exceeding US$1 billion under management. Before joining Churchill, she was a commercial lender with U.S. Bancorp.