We build great companies by partnering with founders and scaling quickly

We take a focused approach and aim to partner with a small number of companies at any given time unlike a traditional private equity firm. This allows us to be truly supportive to the founders and executives that we work with. We are highly involved in driving operational and growth initiatives at our companies.

Assess areas where additional investment in enterprise technology, employee incentives, and incremental headcount will support increased productivity. Heritage prioritizes financial planning & analysis, product management, and business support to add capacity and allow management teams to focus on the core business.

We understand the culture, people, and processes that have made a company great are critical. Heritage works side by side with existing leadership teams and employees to keep organizations on the path for success.

Heritage has an established track record of acquiring blue-chip customers for our partners through involvement in RFP processes and leveraging our expansive industry relationships to win new business. Beyond customer acquisition, Heritage Holding has led organic expansion into new markets and countries for our partners.

Our committed capital from family offices allows us to make decisions that are in the best interest of companies in the long run. We do not engage in financial engineering or seek quick profits from turnarounds. Heritage Holding is not subject to the 3-5 year holding period that has become the industry standard for private equity investors.

Heritage evaluates strategic acquisition opportunities to expand customer relationships, product offerings, and geographic footprint. Consistent with our overall strategy, we take a conservative approach to follow-on acquisitions, to ensure the strengths of the business are not diluted.