Heritage Holding
Financial Services
24 employees
- Employees
- 24
- Contacts
- 3
- Emails
- 3
- Phones
- 3
Heritage Holding Overview
- Website
- heritage-holding.com
- Industry
- Financial Services
- Employees
- 24
- Founded
- 2015
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Cliff Larkin | Principal at Heritage Holding | Greater Boston, United States |
Email
Phone
|
| Ari Axelrod | Co-founder Netris Biomedical, Llc | Weston, Massachusetts, United States |
Email
Phone
|
| Ross Porter | Founder at Heritage Holding | Greater Boston, United States |
Email
Phone
|
| Matthew M. | EVP, Chief Digital and Information Officer | St Joseph, Michigan, United States |
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 | Phone | |
|---|---|---|---|
| General | 2 | 2 | 2 |
| Finance | 1 | 1 | 0 |
| Executive | 1 | 1 | 0 |
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