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OUR FOCUS

Remote Patient Monitoring

As a transformative segment of digital healthcare, remote patient monitoring (RPM) and chronic care management (CCM) enable real-time continuous care for patients with multiple chronic conditions —delivering measurable improvements in clinical outcomes, system-wide efficiencies, and improved quality of life. At Heritage, we view RPM/CCM as a highly attractive industry where patient capital and experienced guidance can help drive the next generation of healthcare delivery.

Our Perspective

The U.S. RPM/CCM markets are experiencing rapid expansion, fueled by demographic trends, Medicare/payor adoption, and technological maturity.

Growth is driven by rising chronic disease burdens, an aging population, and the healthcare system’s pivot toward value-based, at-home, and preventative care models.

For long-term investors, RPM/CCM offer highly strategic entry point into a dynamic new service category. We believe this sector aligns well with Heritage’s investment philosophy, due to several core attributes including:

Structural Fragmentation:

RPM/CCM is an emergent ecosystem composed of many software, device, and service providers. Many are small founder-led software businesses or clinical organizations that have achieved local or regional scale but lack the resources to operationalize growth at a national level with a fully turnkey solution. There is significant whitespace for consolidation, infrastructure investment, and platform-building.

Healthcare System Stickiness:

Hospitals, health systems, and individual clinics/practices are increasingly adopting RPM/CCM partners to reduce readmissions, improve care coordination, and extend clinical capacity. This partnership creates operational entrenchment, high switching costs, and long-term customer relationships that mirror the best of B2B service models.

What we're looking for

Heritage seeks to partner with a proven RPM/CCM platform that is poised to scale. 
Our ideal partner will have:

  • +$2 million in EBITDA with a track record of strong growth and customer expansion
  • A differentiated turnkey offering—whether through proprietary technology, integrations, or service delivery model
  • A great reputation for high-quality outcomes and patient adherence
    Strong compliance system and tech-enabled scalability
  • A leadership team committed to innovation, scale, and sustained operational excellence

In return, Heritage brings more than just capital. We offer deep operational experience, a strong network of advisors, and a long-term approach to growth and value creation.

We believe in preserving what makes healthcare service businesses special—clinical integrity, compassionate service, and entrepreneurial innovation—while helping unlock the next chapter of impact and scale.

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Meet the Founders

  • We are entrepreneurs and operators at heart
  • We have led and built several successful companies in various industries including telecom, healthcare, and business services
  • We strongly believe that being strong operators makes us better investors

What business owners say about us

testimonial-image-paul

Heritage did what they said they were going to do, they took care of my team, they tripled my business in size, expanded to the West Coast, opened a new successful operation in Canada (which today is doing $20m+ in revenue 4 years later). They are skilled executives and business operators, but above all they are trustworthy and honest good people.

Paul Maiuri
Founder | Maicom Electrical Corp

testimonial-image-shiva

I would 100% do the exact transaction 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.

Yale School of Management Case Study May 2nd 2022

Shiva Nanda
Founder | NCS Global

testimonial-image-irene

Heritage Holding was a great partner. They always stayed true to their word, listened to our advice, and valued every single 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