Heritage Holding

Heritage Holding

Financial Services 24 employees
Employees
24
Contacts
3
Emails
3
Phones
3

Heritage Holding Overview

Industry
Financial Services
Employees
24
Founded
2015
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Heritage Holding

Heritage Holding is a Boston-based private investment firm targeting lower middle market businesses that generate between two and ten million dollars of EBITDA. Alex de Pfyffer and Ross Porter founded Heritage as a Search Fund after graduating from HBS in 2015. Heritage has since closed on a $220m first institutional fundraise in August of 2024 and completed ~35 acquisitions across 11 platform companies in B2B services, including telecom, IT and cyber security services, healthcare services, and skilled trades services. We were operators before investors... Our team is composed of entrepreneurs, former CEOs, and investors who are passionate about operating small businesses.

Heritage Holding Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

Heritage Holding Org Chart

Sample employees and titles
Name Title Contact
Cliff Larkin Principal at Heritage Holding
Email Phone
Ari Axelrod Co-founder Netris Biomedical, Llc
Email Phone
Ross Porter Founder at Heritage Holding
Email Phone
Matthew M. EVP, Chief Digital and Information Officer
View

Employees by Management Level

Executive 3 profiles
Individual contributor 3 profiles
Associate / junior 2 profiles
Senior / Lead 1 profile
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 2
Finance 1 1 0
Executive 1 1 0

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