NEW HERITAGE CAPITAL, LLC
NEW HERITAGE CAPITAL, LLC is a Series C+ and buyout fund in the US writing $20M–$100M checks into Healthcare, business-services, consumer-goods, industrial, transport and technology.
- Stages
- Series C+, buyout
- Sectors
- Healthcare, business-services, consumer-goods, industrial, transport, technology
- Check size
- $20M–$100M
- Invests in
- US-wide
- Round role
- Leads rounds
- Actively investing
- Yes
- Founded
- 2006
- Assets under management
- $830M
Thesis
New Heritage Capital is a private equity firm founded in 2006 and based in Boston, Massachusetts. They focus on partnering with founder and entrepreneur-owned businesses in the lower to middle market, providing liquidity and growth capital. Their unique 'Private IPO®' strategy allows founders to retain control while achieving a liquidity event. They invest in sectors including business services, consumer goods, healthcare, industrial, transport, and technology, offering flexible structures like minority/majority equity, recapitalizations, and growth equity. They are often the first institutional capital in their deals. As of March 27, 2026, their AUM was $830,004,955. Their fourth fund, closed in November 2023, raised $438 million. They target platform EBITDA of $4 million to $30 million+ and equity investments of $20 million to $100 million+.
Common questions
Does NEW HERITAGE CAPITAL, LLC invest at the Series C+ stage?
Yes. NEW HERITAGE CAPITAL, LLC lists Series C+ and buyout among the stages it invests in.
What check size does NEW HERITAGE CAPITAL, LLC write?
NEW HERITAGE CAPITAL, LLC writes $20M–$100M checks.
Where does NEW HERITAGE CAPITAL, LLC invest?
NEW HERITAGE CAPITAL, LLC invests in the US.