For nearly twenty-five years, Heritage has focused on partnering with growing family-owned or founder-controlled businesses through a
Business Model: B2B
Revenue: $7M
Employees: 2-10
Address: 800 Boylston St
City: Boston
State: MA
Zip: 02199
Country: US
For nearly twenty-five years, Heritage has focused on partnering with growing family-owned or founder-controlled businesses through a unique structure called The Private IPO®. In a typical Private IPO® transaction, Heritage takes a minority equity position in the company via a substantial investment in common and preferred stock. Our approach provides shareholders with the desired amount of liquidity, resolves transition issues, and allows shareholders to maintain control and accelerate the growth of their company. Since 1987, the firm has assembled a portfolio of more than 50 investments with aggregate revenues surpassing $3.5 billion.
Contact Phone:
+16174390688
Contact Email:
Announced Date | Company | Transaction | Money Raised |
---|---|---|---|
3/2019 | Rhythmlink International | Private Equity Round | - |
2/2017 | Continental Services | Private Equity Round | - |
8/2021 | Icelandirect | Private Equity Round | - |
2/2021 | FMS Solutions | Private Equity Round | - |
10/2020 | Carnegie Dartlet | Private Equity Round | - |
2/2018 | Flying Colours | Private Equity Round | - |
10/2016 | Tandym Group | Venture Round | - |
8/2021 | Icelandirect | Private Equity Round | - |
2/2021 | FMS Solutions | Private Equity Round | - |
10/2020 | Carnegie Dartlet | Private Equity Round | - |
3/2019 | Rhythmlink International | Private Equity Round | - |
2/2018 | Flying Colours | Private Equity Round | - |
2/2017 | Continental Services | Private Equity Round | - |
10/2016 | Tandym Group | Venture Round | - |
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