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Office Locations:
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800 Boylston Street, Suite 1535
Boston, MA 02199
Phone: 617-439-0688
Fax: 617-439-0689
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Business Services
Consumer Products & Services
Life Sciences & Healthcare
Manufacturing & Industrial
Media & Digital Media
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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 an EBITDA of $4-$20 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.
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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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