Heritage Holding Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 11

Professionals

  • Investments
  • 23

  • Portfolio
  • 9

  • Exits
  • 13

Exits

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

Year Founded
2015
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Corporate Office
  • 30 Newbury Street
  • 3rd Floor
  • Boston, MA 02116
  • United States
+1 (617)

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
You’re viewing 5 of 23 investments and acquisitions. Get the full list »

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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
You’re viewing 5 of 13 exits. Get the full list »

Heritage Holding Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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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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