Institutional Experience & Service
INVESTMENT BANKING | ADVISORY & CONSULTING
serving the growth and lower-middle market space
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.
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.