about
Founded in 2014, Heritage Growth Partners is a private, family investment office focused on making non-control equity investments in partnership with owner-managers and working together with management to accelerate growth and create long-term value.
Heritage Growth takes a collaborative approach to investing, with the goal of building true partnerships with management that are enhanced by patient and flexible family capital and 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
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
