PARTNERSHIP CRITERIA
Business Characteristics
At Heritage, 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 Southeast
Minimum EBITDA Targets:
• Platform: $3 million+
• Add-ons: $1 million+
Transaction Types
Minority Recapitalizations
Growth or Acquisition Capital
Management Buyouts or Buy-ins
Owner Transition or Succession
Focus Industries
Ethnic & Specialty Foods
Manufacturing & Distribution
Repair & Maintenance Services
Training & Education
Specialty Retail & Consumer
Transaction Types
Minority Recapitalizations
Growth or Acquisition Capital
Management Buyouts or Buy-ins
Owner Transition or Succession
Focus Industries
Ethnic & Specialty Foods
Manufacturing & Distribution
Repair & Maintenance Services
Training & Education
Specialty Retail & Consumer
