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.
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