who we are
Heritage Growth Partners LLC is a private, family investment office focused on serving owner-managers and their companies to accelerate growth and create long-term value.
We personally invest non-control growth capital alongside management and take a collaborative approach to build true partnerships that are enhanced by our ongoing strategic, financial and operational support.
who we are
Heritage Growth Partners LLC is a private, family investment office focused on serving owner-managers and their companies to accelerate growth and create long-term value.
We personally invest non-control growth capital alongside management and take a collaborative approach to build true partnerships that are enhanced by our ongoing strategic, financial and operational support.
Core Values
Mutual Respect
Integrity
Trust
Excellence
Servant Leadership
Core Values
Mutual Respect
Integrity
Trust
Excellence
Servant Leadership
guiding principles
- Seek true partnership and mutual alignment of interests
- Respect entrepreneurial dedication and business legacy
Actively engage and collaborate to foster enduring growth
Be prudent stewards and serve our communities
APPROACH
Seek Mutual Alignment
- Understand the goals and values of our owner-manager partners and their businesses
- Personally invest non-control growth capital on the foundation of our aligned goals and values
Seek Mutual Alignment
Stay Focused and Committed
- Develop an in-depth understanding of the business upfront to guide informed decision making and stay focused to help drive long-term growth and value creation
- Commit time, attention and resources to consistently take burden off our owner-manager partners
Stay Focused and Committed
Think Long-Term and Work Collaboratively
- Utilize our patient family capital (no pre-determined investment period) to address the strategic opportunities and accommodate the personal nuances of each situation to build lasting value
- Work collaboratively alongside management and leverage our experience, networks and personal relationships to expand business profile and drive revenue growth, including through acquisitions
Think Long-Term and Work Collaboratively
Select Partnerships
