Our Story

At Heritage, we believe some of the best-run businesses in America are small and family-owned enterprises. These companies, often overlooked by traditional investors, embody the spirit of entrepreneurship that defines our nation's economic success.

We've also noticed a concerning trend: when owners of these well-run businesses are ready to move on, there's often no one to take the reins. This creates a missed opportunity for the businesses, their employees, and their communities.

Heritage was founded to bridge this gap. We're not just buyers; we're partners committed to growing these companies through strategic application of technology and operational expertise. Our team brings over 50 years of combined experience from Silicon Valley and Wall Street, offering a unique perspective on unlocking potential in overlooked businesses.

We seek partnerships with owners who have built sustainable companies and are looking for someone to take their life's work to the next level. Our approach is hands-on and pragmatic, focusing on enhancing what works and carefully integrating new technologies to drive growth.

In a world chasing the next big thing, we see immense value in the tried and true. We're preserving legacies while creating new opportunities, investing not just in businesses, but in the future of American entrepreneurship.

Join us in writing the next chapter of these American success stories. Together, we can build a heritage that will last for generations to come.