Institutional Experience & Service

INVESTMENT BANKING | ADVISORY & CONSULTING

designed for Owner-Operated and Bootstrapped Businesses
serving the growth and lower-middle market space

INVESTORS

Heritage is a boutique firm with deep experience on the buyside having been principal investors ourselves. We’ve assist private equity firms, venture capital firms, credit funds, independent sponsors, banks, family offices, and other financial institutions on their acquisition mandates, financing options, and due diligence efforts.  Our clients look to us as part of their extended team on some of their most critical transactions.

CORPORATIONS

We have executed successful sales, recaps, and capital raises for our clients and can guide you to smooth closing. When you need a team to counsel and educate you through one of your business’s most important milestones, Heritage is there.  Our core focus is on transactions $5M – $50M and our network of capital providers span over 500 investment institutions.  If you are contemplating a transaction, contact us for a free consultation.

INVESTMENT BANKING SERVICES

Heritage seeks to maximize the value of your business by tapping into our network of capital providers and strategic partners.  Our team of professionals will deftly navigate you through the rigorous due diligence process and run an efficient M&A / fundraising process that brings you options.  Clients rely on us to advise on their most critical assignments because Heritage delivers the type of institutional investment banking experience and boutique service to the lower middle market that has been traditionally reserved for large organizations.  When you are ready to go to market, we’ll ensure your business receives the attention it deserves.

ADVISORY & CONSULTING SERVICES

Our team encompasses a spectrum of business savvy from years of experience in principal investing, investment banking, and strategy consulting.  We’ve assisted on complex engagements encompassing acquisitions & divestitures, independent valuations, refinancings, and recapitalizations.  When you need a team to come up to speed quickly and provide actionable insights or conduct extensive diligence on a major capital project, call the team that isn’t afraid to dive into the finer details and do the heavy lifting the other guys won’t.

I’ve worked with a number of investment banks over the course of my career. I’ve found Aarin and his team to be some of the most honest and good people in the profession. It is difficult to determine when someone is overpromising you, because you want to believe it. These guys are straightforward, honest and reliable.  I would recommend them without reservations.

Rob EmrichCEO – Gimbal, Inc

Heritage just gets our business and vision.  When I describe how we work, they finish my sentences.

Alan Morelli CEO - OptimisCorp

The team was instrumental in helping me understand our capital needs and how we could structure the different (often very complex) layers of our capital.

Brandon HanceCEO - The Run Group

We’ve been working with these guy for years and they’ve assisted us in all aspects of our finance activities, lending crucial guidance when it was needed

Jalal NasirCEO – Pixalate, Inc.

Can’t say enough good things about these guys

Gustavo DolfinoCEO - Myklovr

Our business is extremely complex and the learning curve is over 6 months, Heritage contributed value in just one week, which was unprecedented

Nirit Rubenstein SVP - Green Dot Corporation

They provide outstanding client service.  They act as if they are a member of your team, and is truly invested in helping you achieve your goals.  I highly recommend Heritage.

Minda Wilson CEO – Affordable Healthcare Review