PE  New Heritage Capital

     Office Locations:

800 Boylston Street, Suite 1535
Boston, MA 02199
Phone: 617-439-0688
Fax: 617-439-0689



  • Middle Market



  • Business Services
  • Consumer Products & Services
  • Life Sciences & Healthcare
  • Manufacturing & Industrial
  • Media & Digital Media



    Founded in 1987, formerly known as Heritage Partners, New Heritage Capital manages $1.4 billion in capital and specializes in the acquisition and equity-based recapitalization of private, family owned businesses. The firm has assembled a diversified portfolio of over 50 investments with aggregate revenues surpassing $3.5 billion. The firm's objective is to invest in preferred and common stock, on a minority or majority basis, of mature, successful companies with revenues of greater than $30 million and a minimum EBITDA of $5 million. Industries of particular interest include consumer products, food & beverage, healthcare, manufacturing, media & publishing, pet products & services, plastic & packaging, printing & publishing, and value-added distribution.



      Fund Name



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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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Charles K. Gifford General Partner
    Fred Schwarz Vice President
    Judson Samuels Partner
    Mark Jrolf Managing General Partner
    Melissa Barry Principal


    Portfolio companies include:

      Centra Industries
        web link

      OneSource Distributors
        web link

        web link

      Reach Air Medical Services
        web link

      Rivien Health
        web link

      Saunders & Associates
        web link

      The W.A. Butler Company
        web link


    Recent News: