NEW HERITAGE CAPITAL
For nearly twenty-five years, Heritage has focused on partnering with growing family-owned or founder-controlled businesses through a unique structure called The Private IPO®. In a typical Private IPO® transaction, Heritage takes a minority equity position in the company via a substantial investment in common and preferred stock. Our approach provides shareholders with the desired amount of liquidity, resolves transition issues, and allows shareholders to maintain control and accelerate the growth of their company. Since 1987, the firm has assembled a portfolio of more than 50 investments with aggregate revenues surpassing $3.5 billion.
NEW HERITAGE CAPITAL
Founded:
2006-01-01
Status:
Active
Contact:
617.439.0688
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Current Employees Featured
Melissa Barry Partner @ New Heritage Capital
Partner
2004-06-01
Charles K Gifford Senior Partner @ New Heritage Capital
Senior Partner
1999-08-01
Nickie Norris Co-Founder, Senior Partner, Chief Operating Officer & Chief Compliance Officer @ New Heritage Capital
Co-Founder, Senior Partner, Chief Operating Officer & Chief Compliance Officer
2006-05-01
Mark Jrolf Co-Founder & Managing Senior Partner @ New Heritage Capital
Co-Founder & Managing Senior Partner
1996-01-01
Mike O’Brien Director @ New Heritage Capital
Director
2019-01-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2015-08-04 | PRN Ambulance | PRN Ambulance acquired by New Heritage Capital | N/A |
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2021-08-11 | Icelandirect | New Heritage Capital investment in Private Equity Round - Icelandirect | N/A |
| 2021-02-18 | FMS Solutions | New Heritage Capital investment in Private Equity Round - FMS Solutions | N/A |
| 2020-10-13 | Carnegie Dartlet | New Heritage Capital investment in Private Equity Round - Carnegie Dartlet | N/A |
| 2019-03-04 | Rhythmlink International | New Heritage Capital investment in Private Equity Round - Rhythmlink International | N/A |
| 2018-02-08 | Flying Colours | New Heritage Capital investment in Private Equity Round - Flying Colours | N/A |
| 2017-02-22 | Continental Services | New Heritage Capital investment in Private Equity Round - Continental Services | N/A |
| 2016-10-06 | Tandym Group | New Heritage Capital investment in Venture Round - Tandym Group | N/A |