About
Founded in 2014, Heritage Growth Partners is a private, family investment office focused on making equity investments alongside management teams to accelerate growth and build long-term value.
Heritage Growth takes a collaborative approach, with the goal of building true partnerships with management that are enhanced by patient, 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 management teams and their businesses
Utilize our patient, flexible family capital to develop custom solutions that address both strategic opportunties and personal needs
Seek Mutual Alignment
Stay FocusedÂ
- Develop an in-depth understanding of the business upfront and stay focused to guide informed decision making
Commit time, expertise and resources alongside our management teams to accelerate growth and build long-term value
Stay Focused
grow together
- Proactively identify and execute growth opportunities in partnership with management
Leverage our experience, networks and personal relationships to expand market presence, improve operations and drive growth, including through strategic acquisitions
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