PARTNERSHIP CRITERIA
Business Characteristics
At Heritage Growth, we seek true partnership and mutual alignment of interests. We respect entrepreneurial dedication and understand that your business is also your legacy.
We are very selective in our approach and seek exceptional owner-managers looking to build highly productive and trusted partnerships to accelerate growth and value creation.
Extraordinary Management
Continuing Owner-Manager Engagement and Ownership
Strong Corporate Culture and Focus on Values
Headquartered in the South / Southeast
Minimum Annual Cash Flow / EBITDA Targets:
• Platform Partnerships: $5 – $15 million
• Add-On Acquisitions: $1 million+
Uses of Capital
Provide Partial Liquidity to Active Shareholders
Retire Exiting Shareholders
Support Organic Growth Strategies
Fund and Execute Acquisitions
Pay Down Debt to Increase Flexibility


Focus Industries
Manufacturing & Distribution
Specialty Business & Industrial Services
Uses of Capital
Provide Partial Liquidity to Active Shareholders
Retire Exiting Shareholders
Support Organic Growth Strategies
Fund and Execute Acquisitions
Pay Down Debt to Increase Flexibility

Focus Industries
Manufacturing & Distribution
Specialty Business & Industrial Services
