MEET OUR TEAM

Team

Relationships foster success

Working with us, you will experience a personal approach to M&A built on mutual trust and transparency. With many former entrepreneurs and industry executives on our team, we understand the unique challenges of your business. From creating the strategy to closing the deal, you can rely on our deep expertise and unwavering commitment to give you world-class financial advice.
Worldwide
350+
transactions closed every year
Worldwide
850+
advisors collaborating in over 45 countries
Working with us, you will experience a personal approach to M&A built on mutual trust and transparency. With many former entrepreneurs and industry executives on our team, we understand the unique challenges of your business. From creating the strategy to closing the deal, you can rely on our deep expertise and unwavering commitment to give you world-class financial advice.
 K.C.  Caldabaugh

K.C. Caldabaugh

Principal

Jacksonville, United States
Oaklins Heritage
 Asok K. Chaudhuri

Asok K. Chaudhuri

Principal

Jacksonville, United States
Oaklins Heritage
 Daniel  Edelman

Daniel Edelman

Principal

Jacksonville, United States
Oaklins Heritage
 Mary  Frosio

Mary Frosio

Principal

Jacksonville, United States
Oaklins Heritage
 Mac  Holley

Mac Holley

Principal

Jacksonville, United States
Oaklins Heritage
 Doug  Kravet

Doug Kravet

Principal

Jacksonville, United States
Oaklins Heritage
 Remer Y. Lane, III

Remer Y. Lane, III

Principal

Savannah, United States
Oaklins Heritage
 Scott L. McCaleb

Scott L. McCaleb

Principal

Jacksonville, United States
Oaklins Heritage
 Mary M. Merrill

Mary M. Merrill

Principal

Jacksonville, United States
Oaklins Heritage
 William R. Nicholson

William R. Nicholson

Principal

Jacksonville, United States
Oaklins Heritage
 Bill  Prescott

Bill Prescott

Principal

Jacksonville, United States
Oaklins Heritage
 Howard C. Serkin

Howard C. Serkin

Principal

Jacksonville, United States
Oaklins Heritage
 Bill  Skinner

Bill Skinner

Principal

Savannah, United States
Oaklins Heritage
 Bill  Sorenson

Bill Sorenson

Principal

Jacksonville, United States
Oaklins Heritage
 Bert M. Tenenbaum

Bert M. Tenenbaum

Principal

Savannah, United States
Oaklins Heritage
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