Heritage Holdings
PE · Boston · United States
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Profile
Heritage Holdings is a Boston-based private investment firm founded in 2015 by Alex de Pfyffer and Ross Porter, both Harvard Business School graduates. The firm specializes in lower middle market businesses, focusing on operational expertise to help founders scale their companies. Heritage Holdings has a team composed of entrepreneurs and former CEOs, emphasizing their hands-on approach to investment. The firm targets sectors such as telecommunications, IT services, cybersecurity, healthcare services, and skilled trades services. They typically invest in companies generating between $2 million and $10 million in EBITDA. Heritage Holdings has raised a $220 million fund and completed approximately 35 acquisitions across 11 platform companies. Their investment strategy includes partnering with regional leaders in managed service providers, internet service providers, commercial HVAC, power services, hydrovac services, and wealth management. Notable portfolio companies include Maicom Electrical Corp - electrical services, NCS Global - IT asset management, Boston Clinical Trials - clinical research, Complete Network - IT services, Arrowhead Line - utility services, and Winchester Mechanical - HVAC services.
Contacts (2)
| Name | Title | Phone | ||
|---|---|---|---|---|
| Co-Founder | — | — | — | |
| Vice President | — | — | — |
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