HERITAGE HOLDING
HERITAGE HOLDING is a Series C+ and buyout fund in the US writing $5M–$100M checks into Healthcare, business-services, industrials, technology, telecommunication, information-technology-services and consumer-service.
- Stages
- Series C+, buyout
- Sectors
- Healthcare, business-services, industrials, technology, telecommunication, information-technology-services, consumer-service
- Check size
- $5M–$100M
- Invests in
- US-wide
- Round role
- Leads rounds
- Actively investing
- Yes
- Founded
- 2015
- Assets under management
- $277.65M
Thesis
They operate as an operator-led firm focused on acquiring and growing small to medium-sized businesses in the United States, targeting companies with $2M-$10M in EBITDA. Their strategy involves acquiring majority stakes in founder-led businesses with stable revenue and profitability, particularly in industries undergoing consolidation. They provide operational expertise and hands-on support to drive growth, aiming to scale platforms through organic growth and add-on acquisitions. Preferred sectors include business services, industrials, technology, telecommunication, information technology services, and healthcare, with interest in consumer services and special situations. The firm focuses on established businesses through majority buyouts. Heritage Holding closed its first fund with $220 million in committed capital in September 2024 and managed approximately $277.65 million as of December 31, 2025. Typical transaction sizes for platform investments range from $5 million to $100 million.
Common questions
Does HERITAGE HOLDING invest at the Series C+ stage?
Yes. HERITAGE HOLDING lists Series C+ and buyout among the stages it invests in.
What check size does HERITAGE HOLDING write?
HERITAGE HOLDING writes $5M–$100M checks.
Where does HERITAGE HOLDING invest?
HERITAGE HOLDING invests in the US.