Auxo Firm Directory · Independent Research Profile

Herlong & Company

Herlong & Company, LLC is publicly presented as a Greenville, South Carolina investment-banking and business-capital advisory firm. Its stated services include capital-acquisition assistance, business acquisition and divestiture services, commercial finance, capital raises, business growth, and business brokerage.

Key takeaway

What stands out about Herlong & Company

The public sources describe Herlong & Company as an advisory firm serving business owners and commercial real-estate investors with capital acquisition, business acquisition, and divestiture services. The cited company page does not identify completed M&A transactions, transaction-size criteria, or fee terms, and the cited individual BrokerCheck report does not establish the firm's firm-level broker-dealer or investment-adviser registration status.[1][2][3]

What does Herlong & Company do?

Herlong & Company, LLC is publicly presented as an investment-banking and business-capital advisory firm in Greenville, South Carolina. The company page lists the firm as privately held with 1 employee and identifies 330 E Coffee St., Greenville, South Carolina 29601, as its primary location.[1]

Herlong & Company states that it assists commercial real-estate investors and business owners with acquiring capital and provides business acquisition and divestiture services. Its listed specialties are Business Growth, Commercial Finance, Capital Raises, and Business Brokerage.[1]

Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.

Public size / criteria information
The company page lists Herlong & Company as privately held with 1 employee. The cited company page does not state revenue, EBITDA, enterprise-value, transaction-size, or client-size thresholds.[1][2][3]

What should a business owner evaluate before hiring Herlong & Company?

For an owner evaluating an exit advisor, the public sources establish that Herlong & Company offers business divestiture and acquisition services and assists with capital acquisition. The cited company page does not provide completed transaction examples, transaction-size criteria, or fee terms, so an owner should seek specific deal references, engagement economics, buyer-reach information, and acceptance criteria. The proposed contracting entity and the registrations or licenses applicable to the engagement should also be confirmed.[1][2]

01

Which recent business sales or acquisitions has the firm completed, and can it provide references

The cited company page describes acquisition and divestiture services but does not identify completed M&A transactions, dates, values, buyers, or sellers.[1]
02

What revenue, EBITDA, enterprise-value, geography, and sector profiles does the firm typically accept

The cited company page lists 1 employee but does not state revenue, EBITDA, enterprise-value, transaction-size, or client-size thresholds. It identifies commercial real-estate investors and business owners as audiences but does not provide a narrower sector profile.[1]
03

Does the firm act as a broker, M&A advisor, financing intermediary, or principal in a particular engagement

The public description identifies acquisition, divestiture, capital-acquisition, commercial-finance, capital-raise, and business-brokerage services but does not describe a detailed engagement or sale process.[1]

What size transactions and clients does Herlong & Company focus on?

The company publicly identifies commercial real-estate investors and business owners as audiences for its capital-acquisition services. The cited company description does not identify a narrower sector focus.[1]

The cited company page describes acquisition and divestiture services but does not identify completed M&A transactions, transaction dates, transaction values, buyers, or sellers. No named completed transaction examples are therefore presented here.[1]

The stated transaction-related services are business acquisitions and divestitures. The firm’s public description also refers to capital-acquisition assistance and lists capital raises and business brokerage among its specialties.[1]

What does Herlong & Company publicly disclose about fees, process and engagement terms?

The cited company page lists 1 employee but does not state revenue, EBITDA, enterprise-value, transaction-size, or client-size thresholds. That page also does not publish fee percentages, retainers, minimum fees, tail periods, exclusivity terms, or termination terms.

The cited company page does not identify completed M&A transactions, transaction dates, transaction values, buyers, or sellers. Separately, the cited individual FINRA BrokerCheck report does not establish the firm’s firm-level broker-dealer or investment-adviser registration status. The cited official-domain URL currently presents a Facebook security-check page rather than firm information.[1][2][3]

A current FINRA BrokerCheck report lists HERLONG AND COMPANY, LLC as an investment-related employer of Joseph H. Herlong, with the position of President and an employment period reported as January 2019 to present in the report. The same report states that Joseph H. Herlong is currently registered with Silver Leaf Partners, LLC, through which his current FINRA and South Carolina registrations are shown. The individual report does not establish Herlong & Company, LLC’s firm-level broker-dealer or investment-adviser registration status.[2]

The public company description says that Herlong & Company helps clients acquire capital and provides acquisition and divestiture services, but it does not describe a detailed engagement or sale process.[1]

Questions to ask before hiring Herlong & Company

Which recent business sales or acquisitions has the firm completed, and can it provide references?
The cited company page describes acquisition and divestiture services but does not identify completed M&A transactions, dates, values, buyers, or sellers.[1]
What revenue, EBITDA, enterprise-value, geography, and sector profiles does the firm typically accept?
The cited company page lists 1 employee but does not state revenue, EBITDA, enterprise-value, transaction-size, or client-size thresholds. It identifies commercial real-estate investors and business owners as audiences but does not provide a narrower sector profile.[1]
Does the firm act as a broker, M&A advisor, financing intermediary, or principal in a particular engagement?
The public description identifies acquisition, divestiture, capital-acquisition, commercial-finance, capital-raise, and business-brokerage services but does not describe a detailed engagement or sale process.[1]
What are the success fee, retainer, minimum fee, tail, exclusivity, and termination terms?
The cited company page does not publish fee percentages, retainers, minimum fees, tail periods, exclusivity terms, or termination terms.[1]
Which legal entity contracts with the client, and what registrations or licenses apply to the proposed services?
The FINRA report lists Herlong & Company, LLC as an investment-related employer of Joseph H. Herlong while showing his current registrations through Silver Leaf Partners, LLC; the report does not establish Herlong & Company, LLC’s firm-level broker-dealer or investment-adviser registration status.[2]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. FINRA regulatory record
  3. Public disclosure information
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

How this profile was researched

Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.

Independent profile & regulatory context

Independent research profile

This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.

Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.

Broker-dealer and securities disclosure

Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.

Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.

Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.

Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.