HERITAGE POINT PARTNERS

Thesis

Heritage Point Partners (HPP) is a private equity firm founded in 2022 and headquartered in Los Angeles, California. The firm specializes in acquiring and investing in small, profitable businesses across the United States, with a particular emphasis on those with enterprise values between $5 million and $50 million. HPP aims to bring "large cap" professionalism to the underserved small business market. They focus on businesses with predictable and recurring cash flows, a history of steady growth in growing industries, and good margins (10%+). The firm has a slant towards Business Services and Enterprise Software companies, but also invests in other sectors including B2B, commercial services, testing, inspection, certification, validation services, asset monitoring, water measurement, and human resource technology. HPP prefers to invest through buyouts and growth capital. They look for companies with at least $750,000 in cash flow/profit/seller's earnings/EBITDA per year, or for fast-growing software businesses, break-even companies with at least $1.5 million in recurring revenue. Transaction situations they consider include retiring founders, founders looking to de-risk, growth equity raises, corporate carve-outs, and management buy-outs. The firm has two private equity funds, Heritage Point Partners I and Heritage Point Partners II. Heritage Point Partners I is a buyout fund. As of March 2026, the firm had two private funds with a total gross asset value of $103 million. Heritage Point Partners I had $48,787,500 in total amount sold as of July 2022.

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• Series C+ Enterprise investors
• Series C+ investors based in Los Angeles, CA