Heritage Holding Overview
- Investor Type
-
PE/Buyout
- Status
-
Active
- Professionals
-
11
- Investments
-
23
- Portfolio
-
9
- Exits
-
13
Heritage Holding General Information
Company Description
Founded in 2015, Heritage Holding is a private equity firm based in Boston, Massachusetts. The firm seeks to invest in companies operating in the business services, industrials, technology, telecommunication, information technology services, and healthcare sectors.
Business Details
Website
heritage-holding.comYear Founded
Investor Status
Primary Investor Type
Other Investor Types
Corporate Office
- 30 Newbury Street
- 3rd Floor
- Boston, MA 02116
- United States
Heritage Holding Investments & Acquisitions (23)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Company Stage | Lead Partner |
---|---|---|---|---|---|---|
CVM | 01-Apr-2024 | IT Consulting and Outsourcing | Generating Revenue | |||
Thrive Broadband | 01-Jan-2024 | Internet Service Providers | Generating Revenue | |||
Sturgeon | 01-Dec-2023 | IT Consulting and Outsourcing | Generating Revenue | |||
Complete Network | 01-May-2023 | IT Consulting and Outsourcing | Generating Revenue | |||
Blue Net (Eagan) | 01-Jan-2023 | Buyout/LBO | IT Consulting and Outsourcing | Generating Revenue |
Heritage Holding Exits (13)
Company Name | Exit Date | Exit Type | Exit Size |
---|---|---|---|
NCS Global | 26-Apr-2024 | ||
Omnia Labs | 01-May-2023 | ||
ActivMed Practices & Research | 28-Jun-2022 | ||
Quest Research Institute | 01-Jan-2022 | ||
Boston Clinical Trials | 21-Dec-2021 | Buyout/LBO |
Heritage Holding Investments by Industry, Year, and Region
Heritage Holding FAQs
-
What is Heritage Holding?
Founded in 2015, Heritage Holding is a private equity firm based in Boston, Massachusetts.
-
When was Heritage Holding founded?
Heritage Holding was founded in 2015.
-
Where is Heritage Holding headquartered?
Heritage Holding is headquartered in Boston, MA.
-
What is Heritage Holding's total asset value?
Heritage Holding has around
in total assets under management. -
How many investments has Heritage Holding made?
Heritage Holding has made 23 investments.
-
What has Heritage Holding invested in?
Heritage Holding has made numerous investments in companies like CVM, Thrive Broadband, and Sturgeon within the IT Consulting and Outsourcing and Internet Service Providers industries.
-
What has Heritage Holding invested in recently?
Heritage Holding's latest investment was on 01-Apr-2024 in CVM, a company within the IT Consulting and Outsourcing industry.
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