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.

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Extraordinary Management

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Continuing Owner-Manager Engagement and Ownership 

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Strong Corporate Culture and Focus on Values

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Headquartered in the Southeast

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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

 

Interested in starting a discussion?

5871 Glenridge Drive
Suite 450
Atlanta, Georgia 30328
info@heritagegrowth.com
Heritage Growth Partners Logo
Heritage Growth Partners Logo
5871 Glenridge Drive, Suite 450
Atlanta, Georgia 30328
info@heritagegrowth.com
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