STEEL BEACH ADVISORS, LLC
JACKSONVILLE, FLORIDA

Steel Beach Advisors, LLC, operates as a subsidiary of Heritage Realty Capital (HRC), which is affiliated with the established Heritage Capital Group (HCG). Founded in 1977, HCG functions as an independent investment banking and financial advisory firm serving middle-market and emerging growth companies globally. With over four decades of experience, HCG specializes in mergers, acquisitions, divestitures, business valuations, capital raises, corporate restructurings, and strategic advisory services aimed at enhancing enterprise value. Heritage Realty Capital focuses on delivering unique solutions and off-market opportunities within the commercial real estate mortgage sector, leveraging an investment banking approach to manage financing and capital market activities. HRC extends its expertise through a comprehensive network of traditional mortgage lenders, CMBS lenders, mezzanine providers, REITs, brokers, and placement agents. Heritage Realty Capital is known for its strong affiliations, including membership in the M&A International Inc., which offers expansive global relationships to clients. The company is registered as a broker-dealer with FINRA. Steel Beach Advisors, LLC was formerly Heritag Realty Capital LLC before its current branding. Based in Jacksonville, FL, within Duval County, Steel Beach Advisors is recognized legally under the status of Florida.Models.Dos.FloridaCompanyStatus, having incorporated on April 29, 2012, with a filing number of L12000058373. The company's headquarters can be located at 5210 Belfort Road Suite 300, Jacksonville, FL 32256, and it maintains customer interaction via phone at (904) 354-9600. As part of its compliance history, Steel Beach Advisors had a name change event noted on September 18, 2020, with an upcoming annual report due in February 29, 2024. The firm operates under FEI Number 83-3830234 with William R. Nicholson as CEO and Douglas Kravet serving as VP among other officers.