Heritage Capital Group
Adam Swartz is an analyst for Heritage Capital Group, one of Oaklins’ US member firms. 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 Capital Group, Adam worked as an Analyst at TBG Holdings. Adam received his B.B.A. in finance from the University of North Florida. He holds his FINRA Series 79 and Series 63 licenses.
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