Platforms & Strategic Investments

Capital. Growth. Transitions.

Investing in companies where our deep knowledge and extensive resources in materials sciences, industrial services and environmental innovation can accelerate growth.

Thanks to our permanent capital base, we take a long-term, patient approach to building and investing in businesses. We are able to take advantage of opportunities across the investment spectrum that traditional investors cannot and unlock long-term value the “right way.”

AREAS OF FOCUS FOR NEW GROWTH PLATFORMS

Circular Economy

Water Management

Energy Management

Carbon Management & Mitigation

Energy Transition

AREAS OF EXISTING OPERATIONS & POTENTIAL ADD-ON ACQUISITIONS

Environmental Services & Sustainability Solutions

Hazardous & non-hazardous waste services and technology
Remediation products and services
Total waste management solutions
Battery recycling

Construction & Materials

Road construction contractors & service providers
Asphalt suppliers
Aggregate quarries
Pavement preservation

Specialty Chemicals

Solvents and intermediates
Products, tolling, or mix of both
Stand-alone businesses or orphaned assets

Investment Characteristics

Size

Up to $400 million enterprise value

Ownership

Preference for majority but will also consider minority

Stage

Growth, mature, or distressed

Geography

Preference for North American headquarters, open to companies with international operations

Why We’re Different?

4th Generation Family Business

We understand the nuances of family ownership transitions and the importance of building relationships based on trust and mutual respect.

Operating Orientation

We are more than just investors; our family has been building and operating businesses for more than 90 years.

Research & Development

Through the expertise of Heritage Research Group, we understand the science that underpins a company’s success, and we provide resources to accelerate growth.

Long-Term Focus

Our permanent capital base enables us to take a long-term, patient approach to building businesses and unlocking value without the constraints of traditional private equity funds.