---
title: Our Investment Criteria - Heritage Holding
description: Explore our investment criteria focusing on founder-run businesses with stable revenue, profitability, and majority acquisition opportunities ranging from $5 to $100 million.
---

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# Our Approach

At Heritage Holding, we seek to partner with exceptional, founder-led businesses that align with our long-term, operationally focused investment approach. We target companies with stable revenue, a history of profitability, and strong customer relationships - particularly those in industries experiencing early-stage consolidation. Our typical platform investments range from $5 to $100 million, with no size restrictions for strategic add-ons.<https://www.heritage-holding.com/investment-criteria?utm_source=chatgpt.com&hsLang=en>

## Transaction Profile

### Ownership

Typically founder / family-run

### Size

$5 to $100 million for platforms. No restrictions for strategic add-ons

### Structure

We mainly pursue majority acquisitions

## Business  Attributes

## 01

Stable revenue and history of profitability, ability to weather economic cycles

## 02

Defensible competitive position, repeat customers

## 03

Differentiated products or services with barriers to entry

## 04

Industries in the early stages of consolidation

## 05

Family-owned companies looking for additional resources to accelerate growth

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- [Investment Criteria](https://www.heritage-holding.com/our-criteria)
- [Portfolio](https://www.heritage-holding.com/companies)
- [Team](https://www.heritage-holding.com/team)
- [Contact](https://www.heritage-holding.com/contact-us)

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