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Heritage Capital Group's New Membership in AEM

On July 30, 2026, Heritage Capital Group, Inc. (Heritage) proudly announced its acceptance into the Association of Equipment Manufacturers (AEM), a leading organization dedicated to promoting the interests of construction and agricultural equipment manufacturers in the global market. This strategic move marks an important step for Heritage as it aims to strengthen connections with key industry stakeholders.

Strategic Initiatives led by Eric Woods

The initiative was spearheaded by Heritage Principal Eric Woods, who recognized the invaluable opportunity presented by AEM membership. Woods emphasized the significance of engaging with other leading equipment manufacturers and industry players, stating, "AEM represents many of the most innovative and influential companies in the equipment manufacturing ecosystem."

In an upcoming exclusive event, Woods is set to attend the AEM Washington Fly-In, where he will engage in vital discussions with policymakers on Capitol Hill. These conversations will center on shaping the future of the equipment manufacturing industry, focusing on critical issues such as transaction activity, succession planning, and capital investment.

Enhancing Value for AEM Members

Heritage Capital Group, known for its deep-rooted experience in advising middle-market businesses on mergers and acquisitions, is eager to leverage its extensive transaction expertise for the benefit of AEM members. Woods explained, "We believe our experience advising middle-market businesses can provide meaningful value to AEM members."

Heritage’s membership is unique as it is the only mergers and acquisitions advisory firm approved by AEM. This distinction highlights the company’s longstanding commitment to the manufacturing sector, a field in which it has worked for nearly five decades.

Heritage: A Trusted Advisor in the Manufacturing Sector

For years, Heritage Capital Group has gained recognition for its advisory services regarding mergers, acquisitions, and recapitalizations, assisting business founders and owners in navigating the complexities of the manufacturing landscape. The firm’s notable involvement in mergers and acquisitions has positioned it favorably to maximize value and achieve strategic goals for clients spanning various industrial markets.

As a proud member of the global Oaklins mergers and acquisitions advisory network, Heritage has successfully completed over 800 transactions across numerous sectors, including agricultural products, construction machinery, and capital goods.

Commitment to Equipment Manufacturing

"We are proud to join the Association of Equipment Manufacturers and to be recognized as the only MA advisory firm accepted into this distinguished organization," said Bill Sorenson, CEO of Heritage Capital Group. This membership not only reaffirms Heritages’ dedication to the equipment and manufacturing sectors but also provides an opportunity to deepen relationships with industry leaders.

As membership with AEM leads to enhanced insights into market trends, business valuation, ownership transition strategies, and capital market activities, Heritage looks forward to providing valuable resources and support for AEM’s mission to drive economic growth and infrastructure development in North America and beyond.

Conclusion

In conclusion, Heritage Capital Group’s acceptance into the Association of Equipment Manufacturers marks a pivotal moment for the firm, validating its commitment to the equipment manufacturing industry while also providing an avenue to contribute to ongoing discussions that impact stakeholders at all levels. As the firm engages with fellow AEM members, the possibilities for collaboration and innovation are boundless, paving the way for a successful partnership that seeks to bolster the industry's future.

About Heritage Capital Group

Heritage Capital Group specializes in offering advisory services related to mergers, acquisitions, and capital raising for middle-market and emerging-growth companies. As a FINRA-registered broker-dealer and a member of Oaklins, Heritage is backed by a network of over 900 professionals dedicated to successful transaction execution across 40 countries.