Heritage Financial Partners Overview

  • Service
  • Financing Advisory

  • Founded
  • 2013


Heritage Financial Partners General Information


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

Year Founded
Service Provider Type
Financing Advisory
Primary Office
  • 400 Corporate Pointe
  • Suite 300
  • Culver City, CA 90230
  • United States
+1 (310) 000-0000

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Heritage Financial Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Heritage Financial Partners Team (3)

Name Title Deals Office Contact
Aarin Yu Founder and Managing Partner Culver City, CA
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