Heritage Group Overview

  • Investor Type
  • Growth/​Expansion

  • Status
  • Active

  • Professionals
  • 13

Professionals

  • Investments
  • 64

  • Portfolio
  • 22

  • Exits
  • 18

Exits

Heritage Group General Information

Company Description

Founded in 1986, Heritage Group is a growth and expansion firm based in Nashville, Tennessee. The firm seeks to invest in companies operating in the healthcare and technology sectors.

Business Details

Year Founded
1986
Investor Status
Actively Seeking New Investments
Primary Investor Type
Growth/Expansion
Other Investor Types
PE/Buyout
Corporate Office
  • 10 Burton Hills Boulevard
  • Suite 250
  • Nashville, TN 37215
  • United States
+1 (615) 000-0000

Heritage Group Investments (64)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Radiology Partners 22-Feb-2024 00 000000000 00000 Laboratory Services (Healthcare) Generating Revenue
Connections Health Solutions 05-Oct-2023 00 000000000 0000 Clinics/Outpatient Services Profitable 0000 0000000
Wellvana 21-Jul-2023 00000 00000 00000 Enterprise Systems (Healthcare) Generating Revenue 000000 00000000
WorldWide HealthStaff Solutions 06-Mar-2023 0000000000 Human Capital Services Generating Revenue 00000 00000 00
Monogram Health 09-Jan-2023 Later Stage VC 00000 Other Healthcare Technology Systems Generating Revenue 000000 000000
You’re viewing 5 of 64 investments. Get the full list »

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Heritage Group Exits (18)

Company Name Exit Date Exit Type Exit Size
TwelveStone Health Partners 10-Oct-2023 0000000000
U.S. Anesthesia Partners 08-Sep-2022 000000000000000000
Aviacode 02-Aug-2021 0000000000
Sharecare 01-Jul-2021 0000000 000000 00000
Ingenious Med 29-Jun-2021 Merger/Acquisition
You’re viewing 5 of 18 exits. Get the full list »

Heritage Group Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

PitchBook’s data visualizations quickly surface an investor’s historical investments—showing a breakdown of activity by industry, year and region.

Request a free trial

Heritage Group Management, Team & Partners (30)

Name Title Deals Funds Boards Office
Jason Young Chief Financial Officer & Chief Compliance Officer Nashville, TN
Ryan Sacco Managing Director Nashville, TN
Bryan Bui Partner 0 0 0 Nashville, TN
Graham Hunter Partner 0 0 0 Nashville, TN
Jesse Bland JD Partner 00 0 0 Nashville, TN
You’re viewing 5 of 30 team members. Get the full list »

Heritage Group FAQs

  • What is Heritage Group?

    Founded in 1986, Heritage Group is a growth and expansion firm based in Nashville, Tennessee.

  • When was Heritage Group founded?

    Heritage Group was founded in 1986.

  • Who is the founder of Heritage Group?

    David McClellan and Rock Morphis are the founders of Heritage Group.

  • Where is Heritage Group headquartered?

    Heritage Group is headquartered in Nashville, TN.

  • What is Heritage Group's total asset value?

    Heritage Group has around 00000 in total assets under management.

  • How many investments has Heritage Group made?

    Heritage Group has made 64 investments.

  • What has Heritage Group invested in?

    Heritage Group has made numerous investments in companies like Radiology Partners, Connections Health Solutions, and Wellvana within the Laboratory Services (Healthcare), Clinics/Outpatient Services, and Enterprise Systems (Healthcare) industries.

  • What has Heritage Group invested in recently?

    Heritage Group's latest investment was on 22-Feb-2024 in Radiology Partners, a company within the Laboratory Services (Healthcare) industry.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »