Teams at Heritage Holding

General outreach inviting candidates interested in Heritage Holding to make contact. Describes the firm as a Boston-based private investment operator focused on acquiring and operating lower-middle-market B2B services businesses, staffed by entrepreneurs, former CEOs, and investors.

Identify and engage potential acquisition targets through outbound outreach (email, phone, LinkedIn), qualify opportunities via discovery calls, schedule meetings with internal stakeholders, refine sourcing strategies, track pipeline and report on outreach effectiveness to help drive the firms deal pipeline.

Support full-cycle recruiting across portfolio companies: sourcing, screening, interview coordination, ATS management (Ashby), candidate communication, reference checks, onboarding coordination, recruiting metrics, and employer branding support.