Gå til team

Alex Kellison


Alex is a principal at Heritage Capital Group, Oaklins’ member firm in Jacksonville and Savannah. In addition to providing mergers and acquisitions advisory services, Alex is a member of Heritage’s capital markets team and helps clients with capital needs ranging from raising growth capital to strategic consulting for bankruptcies and liquidations. Recent transactions include the partnership of Coastal Insurance Underwriters with Constellation Affiliated Partners, the sale of EOM Public Works to USA Water and the sale of Power & Pumps to Motion & Control Enterprises.

Prior to joining Heritage, Alex was a portfolio manager for a wealth management team at Morgan Stanley. He received his MBA, with a concentration in accounting & finance, from Jacksonville University. He is a member of the Chartered Financial Analyst Society of Jacksonville and has the FINRA Series 7 and Series 66 licenses.

 Alex Kellison
Jacksonville, United States of America


+1 904-354-9600

+1 941-504-2772

Private equity | Andre Bransjer

Soler & Palau Ventilation has acquired subsidiaries of United Enertech Holdings

Les mer
Private equity | Maskiner og komponenter

Power & Pumps has been acquired by Motion & Control Enterprises

Les mer

Brunet-García Advertising, Inc. has been acquired by Fors Marsh Group, LLC

Les mer