Heritage Financial Partners Overview
- Service
-
Financing Advisory
- Founded
-
2013
Heritage Financial Partners General Information
Description
Heritage Financial Partners is a boutique investment banking and advisory firm serving private equity funds, venture capital investors, independent sponsors family offices and other institutions on their acquisition mandates, financing options and due diligence efforts. The firm specializes in the areas of buy-side and sell-side advisory, recapitalizations, mergers, acquisitions, debt and equity fundraising.
Contact Information
Website
www.heritagefp.com
Year Founded
2013
Service Provider Type
Financing Advisory
Primary Office
- 400 Corporate Pointe
- Suite 300
- Culver City, CA 90230
- United States
+1 (310) 000-0000
Heritage Financial Partners Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Heritage Financial Partners Team (3)
| Name | Title | Deals | Office | Contact Info |
|---|---|---|---|---|
| Aarin Yu | Founder and Managing Partner | Culver City, CA |