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OUR FOCUS

Engineering Services

Engineering firms are essential to the integrity and safety of our built environment, from transportation infrastructure to public utilities. At Heritage, we partner with founder-led engineering services companies that prioritize quality, compliance, and long-term client relationships, offering the capital and operational support needed to scale sustainably while preserving their technical excellence and cultural values.

 

 

Our Perspective

Engineering services form the backbone of infrastructure development, public safety, and civil services: quietly ensuring that roads, bridges, water systems, buildings, and public spaces are built to last and function as intended. These firms play a mission-critical role, and yet many remain founder-led, regionally focused, and poised for thoughtful growth.

We’re drawn to this sector for its resilience, criticality, and alignment with long-term infrastructure investment trends. The industry benefits from several favorable dynamics: predictable pricing structures, strong collection rates, and a service model built around quality and expertise, not price competition. Clients, from municipalities to private developers, choose firms based on trust, technical acumen, and reliability, which drives deep, long-standing customer relationships.

With national infrastructure investment on the rise and an increasing emphasis on quality-driven, compliant, and environmentally sound engineering work, the sector is positioned for sustained growth. Many firms enjoy strong repeat revenue from long-term clients creating a highly stable business model well suited to Heritage’s long-term investment approach.

What we're looking for

We seek to partner with founder-led engineering services firms that are mission-driven and looking to transition into their next phase of growth and leadership.

Our ideal partners are:

  • Firms with owners seeking a collaborative and thoughtful ownership transition
  • Well-established teams with strong relationships with municipalities and utilities
  • Businesses with a robust pipeline of work, recurring revenue, and multi-year contracts
  • Organizations that value their people—demonstrated through a loyal employee base and positive culture
  • Focused on high-quality project execution, regulatory compliance, and client satisfaction over volume or price

Heritage brings more than capital, we bring operational support, recruiting expertise, and a strategic mindset. Whether the goal is expanding geographically, deepening municipal relationships, or preparing the next generation of leadership, we offer the resources and perspective to help exceptional engineering firms scale with integrity.

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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

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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

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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