Strategic Add-On
Acquisitions
The Heritage Group’s core companies are actively acquiring complementary businesses to accelerate the expansion of their capabilities and geographic footprint.
We focus on building through strategic, incremental acquisitions and combining assets thoughtfully. Our extensive history of acquisitions of this nature, and our familiarity with the nuances of integrating distinctive cultures, ensures a smooth transition for both sellers and employees.
CORE COMPANIES
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
– Open to companies with international operations