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:
• Platforms: $3 – $15 million
• Add-ons: $1 million+
Uses of Capital
Provide Partial Liquidity to Active Shareholders
Retire Exiting Shareholders
Fund and Execute Acquisition Plans
Support Organic Growth Strategies
Pay Down Debt to Increase Flexibility
Focus Industries
Manufacturing & Distribution
Recycling & Reclamation Services
Repair & Maintenance Services
Specialty Food & Retail Services
Training & Education
Uses of Capital
Provide Partial Liquidity to Active Shareholders
Retire Exiting Shareholders
Fund and Execute Acquisition Plans
Support Organic Growth Strategies
Pay Down Debt to Increase Flexibility
Focus Industries
Manufacturing & Distribution
Recycling & Reclamation Services
Repair & Maintenance Services
Specialty Food & Retail Services
Training & Education
