Heritage Holding is a Boston-based private investment firm founded in 2015, focused on acquiring and operating lower middle market businesses. The firm employs a hands-on, operator-led investment philosophy, emphasizing that its direct operational involvement enhances its investment outcomes. Heritage Holding has completed approximately 35 acquisitions to date, including over 40 bolt-on acquisitions, and currently operates 11 platform companies.
The firm closed its first institutional fund in August 2024, raising $220 million. Its portfolio spans several sectors, including B2B Services, Telecom, IT and Cybersecurity Services, Healthcare Services, and Skilled Trades Services. Portfolio companies collectively employ over 500 people and serve 20 Fortune 1000 customers.
Heritage Holding's strategy centers on partnering with founder-led businesses, providing long-term, hands-on support to drive operational scale. The firm's team works closely with management to implement improvements, reflecting a partnership-oriented approach designed to build value over time.
