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Adam Swartz

Analyst

Heritage Capital Group

Location: Jacksonville, United States
Email: aswartz@heritagecapitalgroup.com
Work phone: +1 904-354-9600
Mobile: +1 561-385-1703

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Adam is an Analyst for Heritage Capital Group, Oaklins’ member firm in Jacksonville, USA. He focuses on conducting value analyses, modeling, researching industry and economic trends, and providing support to principals engaged in valuations, mergers & acquisitions, strategic advisory services and capital raising. Adam is experienced in valuations for closely held businesses for various purposes, including tax compliance, purchase or sale of interest, employee stock ownership plans, and estate and gifting purposes. His valuation experience includes clients in technology, manufacturing, logistics, agribusiness and healthcare.

Prior to joining Heritage, Adam worked as an analyst at TBG Holdings. He received his BBA in Finance from the University of North Florida. He has the FINRA Series 79 and Series 63 licenses.