Disaster Recovery

Our Perspective

Disaster restoration is a resilient, high-margin industry delivering critical services when clients need them most. Whether responding to hurricane, fire, water, snow, or mold damage, these companies provide essential recovery services that help homeowners and businesses get back on their feet. Demand is driven by weather events, aging infrastructure, and increasing property values—none of which are tied to economic cycles, making the space highly recession-resistant.

We are particularly drawn to this industry for its strong macro tailwinds and structural characteristics. The sector remains highly fragmented, with thousands of small- to mid-sized operators across the U.S. providing a compelling opportunity for M&A-driven consolidation. Additionally, the work is often covered by insurance, creating a streamlined, repeatable payment model that enhances revenue reliability and cash flow.

With the right systems, branding, and operational support, restoration firms can scale meaningfully—expanding geographic reach and diversifying service lines while maintaining the urgency, empathy, and quality that define customer trust in times of crisis.

What we're looking for

We are seeking to invest in a commercial and residential disaster restoration business that serves as a platform for long-term growth and regional expansion.

Our ideal partner will have:

• At least $2 million in EBITDA and a track record of strong performance
• A mix of commercial and residential projects with consistent demand
• Repeat revenue streams and a streamlined insurance reimbursement process
• A strong brand, loyal customer base, and reputation for quality and responsiveness
• Leadership with a desire to grow through operational enhancement and targeted M&A

Heritage brings the capital, operational support, and experience to help restoration businesses expand their footprint, improve margins, and build enduring enterprise value—all while preserving the trust and culture that matter most to clients in their most vulnerable moments.

We are particularly drawn to this industry for its strong macro tailwinds and structural characteristics. The sector remains highly fragmented, with thousands of small- to mid-sized operators across the U.S. providing a compelling opportunity for M&A-driven consolidation. Additionally, the work is often covered by insurance, creating a streamlined, repeatable payment model that enhances revenue reliability and cash flow.

With the right systems, branding, and operational support, restoration firms can scale meaningfully—expanding geographic reach and diversifying service lines while maintaining the urgency, empathy, and quality that define customer trust in times of crisis.