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Investment Range
$5M+ USD
Deal Types
Other
Sectors
Energy, Infrastructure, Healthcare, Technology, Manufacturing, Financial Services, Consumer, Media/Telecom, Transportation, Agriculture, Mining & Resources
Geographies
Global, North America, Europe, Asia-Pacific
AUM
—
Headquarters
Boston, MA, United States
Part of a multi-strategy platform
Heritageruns multiple lending verticals with different check sizes and mandates — this page covers one desk. If your deal isn't an exact fit here, the group may still have the right team; an intro request gets routed to the right desk.
The initial fund name provided was 'Heritage Corporate Finance', but research suggests the most likely entity is 'Heritage Holding', a small business investment firm. Their website indicates a focus on majority acquisitions rather than private credit. Specific recent deal information with dollar amounts was not publicly available. The listed portfolio companies are on their website.
Not available
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Short deal overview → banker reviews → warm intro, typically within one business day.
Investment Range
$5M – $100M USD
Investment Range
Up to $200M USD
Fast close · 30 days or lessInvestment Range
$200M+ USD
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