Heritage

Our goal is to unlock value in family enterprises through successful generational transitions by combining legacy values with innovative approaches.

We are focused on acquiring a high-quality business that aligns with our investment philosophy to achieve our goals.

Business Owner Profile

We seek to partner with business owners that match this profile –

Wants to retire, step back, or pursue other interests
Does not have a succession plan in place
Desires to pass along their heritage for another generation to continue
Open to staying involved for a reasonable transition period
Open to flexible transaction terms to create a win for both parties

Target Company Profile

Financial Performance

REVENUE
Between $4M – $30M

EBITDA
$750K -$5M
>15% EBITDA margin

CASH FLOW
Cash flow positive for the last 5 years

Business Details

Non-discretionary products and services
Recurring revenue
Strong Customer Retention
Engaged employees & managers
Low ongoing CapEx requirements
Mid-Atlantic based

Preferred Industries

Manufacturing
Distribution
Business Services
Infrastructure Services

Our Process

We understand that the process of buying a business can be complex and time consuming. That's why we make it our priority to conduct all operations in a transparent and respectful manner, while ensuring that everyone's time is respected.

Step 1

Initial Contact & Fit Assesment

Step 4

Issue Letter of Intent

Step 2

Information Sharing and In-Person Site Visit

Step 5

Due Diligence

Step 3

Achieve General Agreement on Terms and Price

Step 6

Transaction Closing