New Heritage Capital

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

Rankings

Detailed New Heritage Capital Information

Geographic Data

New Heritage Capital headquarters map

Address: 800 Boylston St

City: Boston

State: MA

Zip: 02199

Country: US

Financial Info

Stage:

Raised Last:

$0

Raised Total:

$137M

Metrics

5,976,565Website Global Rank

1,627Website Monthly Traffic

Twitter Followers

Description

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 -
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 -
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 -
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 -

Startup Industries

Startup Locations

Portfolio Current Status

Portfolio Employee Count

Name Price
Name Size Announced Date

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