Heather Lockwood

From the beginning of an engagement, Heather gathers and organizes the information and documents necessary to complete the sale.

  • Heather Lockwood
    Heather Lockwood Due Diligence Coordinator

    From the beginning of an engagement, Heather gathers and organizes the information and documents necessary to complete the sale. Performing such due diligence early allows us to identify, resolve and/or disclose troublesome issues before a letter of intent is signed in order to avoid negotiating those issues when the Seller has the least leverage. It also allows us to present the company’s information in a format that instills confidence in the buyer and shortens the due diligence period between execution of the letter of intent and the actual closing by as much as fifty percent!

    A graduate of Syracuse University’s S.I. Newhouse School of Public Communications with a degree in journalism, Heather previously held the position of Business Editor at a newspaper in Georgia. She launched a new business section at the paper, increasing the news coverage area and therefore advertising revenues, as well as increasing the paper’s visibility across the county through networking with local businesses.

    At Health Care Capital Consolidated, Inc., an elder-care facility investment corporation, Heather provided financial and operational support to senior management as well as handling investor relations, dividend distribution, maintaining databases, budget/billing spreadsheets and compiling due-diligence packages for potential investment projects.

    Direct Line: (860) 253-9087