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Office Locations:
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30 Newbury Street, 3rd Floor
Boston, MA 02116
Phone: 617-938-3664
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Business Services
Communications & Networking
Information Technology
Life Sciences & Healthcare
Manufacturing & Industrial
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Heritage Holding is a lower middle market private equity fund operating out of Boston. The fund was started in 2015 by Ross Porter and Alex de Pfyffer. The firm seeks transaction sizes of $5 to $100 million for platforms, with no restrictions for strategic add-ons. Heritage targets Family-owned companies looking for additional resources to accelerate growth. Focus industries include Business Services, Healthcare, Technology, Telecom & IT Services, Industrials, and Special Situations. Heritage has completed 16 acquisitions across 6 platform investments since its founding in 2015.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
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