New Platform
Acquisitions

The Heritage Group invests in new platform companies for which materials sciences is a fundamental part of the business. These businesses typically operate outside of the market niches of our core platforms.

We partner with business owners and management teams to build on what has made them successful by accelerating growth through our capital, research capabilities, and broad network of resources.

SECTORS OF INTEREST

ENVIRONMENTAL PRODUCTS & SERVICES

  • Hazardous waste treatment and disposal
  • Industrial waste management
  • Remediation products and services

SPECIALTY FUEL PRODUCTS

  • Lubricants
  • Process oils
  • Industrial greases

SPECIALTY CHEMICALS

  • Solvents and intermediates
  • Additives
  • Fine chemicals

FOOD & AGRICULTURE SCIENCE

  • Ingredients, flavors, and fragrances
  • New product formulation
  • Quality assurance

TARGET INVESTMENT CHARACTERISTICS

TRANSACTION SIZE

– Up to $500 million enterprise value

SELLER TYPE

– Preference for family-owned businesses or corporate carve outs
– Will selectively acquire private equity-backed companies

OWNERSHIP LEVEL

– Majority
– Existing owners and management teams often retain a minority interest

DURATION

– Long-term focus
– Ability to provide earlier liquidity to sellers who retain an ownership stake

GEOGRAPHY

– Preference for North American headquarters – particularly for new platforms
– Open to companies with international operations