Heritage Partners, Inc.

Heritage Partners wants to help companies keep their affairs all in the family. The investment firm specializes in acquisitions and equity-based recapitalizations of private family-owned businesses. Heritage Partners generally targets establilshed middle-market companies involved in manufacturing, distribution, health care, business services, and consumer goods with annual sales of at least $30 million. Through its trademarked "Private IPO," Heritage Partners makes a substantial equity investment in a company while allowing its owners to further build their business and maintain control. Portfolio companies include OneSource Distributors, REACH Air Medical Services, and manufacturers Centra and Saunders & Associates.
Contact Details
Office Address
Heritage Partners, Inc.
800 Boylston Street, Suite 401
Boston, MA, USA 02199
Phone: (617) 439-0688
Fax: (617) 439-0689
Executives
General Partner
Mark J. Jrolf
General Partner
Michael F. Gilligan
General Partner
Peter Z. Hermann