Heritage Corporate Advisors

Heritage Corporate Holdings


  • Heritage Corporate Holdings is an investment firm targeting businesses with a history of success within their industry.
  • These businesses are family owned and privately held companies with an established name and brand recognition for their products and services.
  • These business owners may be seeking an exit for retirement or a reduced role in the day to day operations of their businesses.
  • Target companies have revenues of at least $1 million and are cash flow positive.

Heritage Corporate Funding


  • Heritage Corporate Funding offers alternative financing solutions to business owners.
  • We start by understanding your unique business circumstances
  • Heritage then creatively crafts a funding solution that best aligns with your business goals to bridge your business to success.
  • Target companies are young businesses with revenue growth, recently acquired or reconstituted businesses.