Our Heritage & Target Opportunites

Heritage Partners exists to keep local, local by investing in small businesses that benefit their communities across the I-35 & I-2o corridors. We focus on organizations with a strong customer base and proven sales process generating a normalized EBITDA above $500K which would benefit from additional leadership development or operational excellence.

Ideal Opportunity Profile: Evergreen mid-market companies with recurring revenue and strong candidates for leadership succession, for sale by an owner in transition who is willing to remain for the near term or offer ongoing consultation.