Heritage Group Overview

  • Investor Type
  • Growth/​Expansion

  • Status
  • Active

  • Professionals
  • 11

Professionals
  • Investments
  • 45

  • Portfolio
  • 17

  • Exits
  • 16

Exits

Heritage Group General Information

Description

Founded in 1986, Heritage Group is a growth equity and buyout firm headquartered in Nashville, Tennessee. The firm seeks to invest in the healthcare and technology sectors.

Contact Information

Year Founded
1986
Investor Status
Actively Seeking New Investments
Primary Investor Type
Growth/Expansion
Other Investor Types
PE/Buyout
Primary Office
  • 20 Burton Hills Boulevard
  • Suite 150
  • Nashville, TN 37215
  • United States
+1 (615) 000-0000

Heritage Group Investments (45)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
00000 0000000 24-Aug-2021 00000 00000 0000 Managed Care Generating Revenue 00000 000
00000000000 000000 05-Aug-2021 0000000000 0000 Clinics/Outpatient Services Profitable 00000 00000 00
00000000 000000 08-Jun-2021 00000 00000 00000 Other Healthcare Technology Systems Generating Revenue 000000 000000
000000000 000000 27-May-2021 0000000000 00000 Managed Care Generating Revenue 0000 0000000
AvaSure 20-May-2021 PE Growth/Expansion 00000 Decision/Risk Analysis Generating Revenue 000000 000000
You’re viewing 5 of 45 investments. Get the full list »

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Heritage Group Exits (16)

Company Name Exit Date Exit Type Exit Size
00000000 02-Aug-2021 0000000000
000000000 01-Jul-2021 0000000 000000 00000
000000000 000 29-Jun-2021 000000000000000000
000000 19-Apr-2021 000000000000000000 00.000
Workpath 08-Dec-2020 Merger/Acquisition
You’re viewing 5 of 16 exits. Get the full list »

Heritage Group Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Heritage Group Team (22)

Name Title Deals Funds Boards Office
Jason Young Chief Financial Officer Nashville, TN
Bryan Bui Partner 0 0 0 Nashville, TN
David McClellan Partner 0 0 0 Nashville, TN
Graham Hunter Partner 0 0 00 Nashville, TN
Jesse Bland JD Partner 00 0 0 Nashville, TN
You’re viewing 5 of 22 team members. Get the full list »