About Heritage Holding
Heritage Holding is a Boston-based private investment firm focused on acquiring and operating lower middle market businesses generating $2–10 million of EBITDA. Since 2015, Heritage has completed more than 50 acquisitions across 10+ platforms in B2B services, including telecom, IT and cybersecurity, healthcare services, and skilled trades.
We’re not just investors—we’re operators. Our team includes entrepreneurs, former CEOs, and investors passionate about building and running small businesses.
If you're interested in what we're building but don't see a current opening that feels like the right fit, we'd still love to hear from you.
What We Do
Heritage Holding is a Boston-based private investment firm targeting lower middle market businesses that generate between two and ten million dollars of EBITDA. The firm partners with founder-led small and medium-sized businesses to support growth, operational improvement, and long-term value creation. It focuses on B2B services across various sectors, including telecom, IT and cybersecurity services, healthcare services, and skilled trades.
