About New Heritage Capital
For nearly twenty-five years, Heritage has focused on partnering with growing family-owned or founder-controlled businesses through a unique structure called The Private IPO®. In a typical Private IPO® transaction, Heritage takes a minority equity position in the company via a substantial investment in common and preferred stock. Our approach provides shareholders with the desired amount of liquidity, resolves transition issues, and allows shareholders to maintain control and accelerate the growth of their company. Since 1987, the firm has assembled a portfolio of more than 50 investments with aggregate revenues surpassing $3.5 billion.
Investment Details
Investment Range
Not specified
Investment Stage
Various stages
Industry Focus
AI/ML, Finance, VR/AR
Investor Type
Private Equity Firm
Investment Focus
Focus Areas
Investment Stages