"Heritage did what they said they were going to do, they took care of my team, tripled my business, expanded to the West Coast, opened a new operation in Canada (which today is doing $20m+ in revenue 4 years later). They are skilled executives and operators, but above all they are trustworthy and honest good people."
Paul Maiuri
Founder | Maicom Electrical Corp
"I would 100% do the exact transaction with Heritage again and prioritize non‐monetary aspects, as Alex and Ross have taken care of the business and the company, and employees are thriving more than ever."
Shiva Nanda
Founder | NCS Global
"Heritage Holding was a great partner. They always stayed true to their word, listened to our advice, and valued every employee. They were also a great additional resource for BCT: they helped with finance, patient recruiting, legal, and HR, so we could focus on clinical operations. They also helped us expand by bringing new therapeutic areas and additional principal investigators."
Irene Axelrod
Founder | Boston Clinical Trials
Managed Service Providers
Companies that manage a client's IT infrastructure and provide ongoing IT support, cybersecurity, and maintenance services.
Internet Service Providers
Companies delivering high-speed internet to underserved rural communities, bridging the digital divide through new fiber construction.
Commercial HVAC
Companies installing and repairing commercial HVAC systems for offices, schools, hospitals, and industrial facilities.
Power Services
Specialty contractors modernizing the U.S. electrical utility grid through distribution, transmission, and substation construction.
Hydrovac Services
Companies using non-destructive hydrovac equipment to safety reveal underground utility infrastructure.
Wealth Management
RIAs seeking to grow their practices, invest in their teams, and plan for long-term continuity.
Fencing
Fencing contractors serving residential, commercial, and civil developers in fast-growing regions.
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Remote Patient Monitoring
RPM / CCM companies enabling real-time care for patients with multiple chronic conditions.
Engineering Services
Firms overseeing the design and construction of civil infrastructure projects like roads, bridges, and water systems.
Fractional CFOs
Companies delivering strategic financial leadership to growing small businesses through embedded, recurring engagement models.
Pest Control
Companies that manage unwanted pests—including insects, rodents, and wildlife—in either residential or commercial properties.
Selective Partnerships
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.
IT & Systems Focused
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.
Hands-on Collaboration
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.
Leading Growth
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.
Long-term Focus
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.
Strategic Acquisitions
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.