Heritage Growth Partners Mergers and Acquisitions Summary

Family Office Profile

In the last 3 years, Heritage Growth Partners has acquired 2 companies.

Heritage Growth Partners’ most common sectors for investment arebusiness services (34%) and electrical equipment (34%) . The Firm’s most common investment types include recapitalization (100%). In total, Heritage Growth Partners has invested in 2 US states.

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M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 4

Heritage Growth Partners

Heritage Growth Partners LLC

5871 Glenridge Drive, Suite 450,
Atlanta, Georgia 30328
United States
www.heritagegrowth.com

Trail is a European private equity firm that has set-up an investment platform across Europe and Asia, with its two strategic partners, Silk Road Fund and CICC, a China-based investment bank. Trail’s team helps small and mid-size European companies scaling up, with a specific focus on innovation and China. Trail Management was formed in 2017 and is headquartered in Paris.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Education, Environmental, Internet Software and Services, Manufacturing

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 1 15
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 1 - 1 - 1 - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
CAB Worldwide LLC 2023-05-03 - Recapitalization
Buford, Georgia · www.cabww.com
Creative Sign Designs LLC 2021-11-16 - Recapitalization
Tampa, Florida · www.creativesigndesigns.com/
East West Manufacturing LLC 2016-05-31 - Recapitalization
Atlanta, Georgia · www.ewmfg.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (50%) - 1 (33%) -
Electrical Equipment - - 1 (33%) -
Manufacturing 1 (50%) - 1 (33%) -
Total 2 - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 3 (100%) -
  Georgia 1 (50%) - 2 (67%) -
  Florida 1 (50%) - 1 (33%) -
Total 2 - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 2 (100%) - 3 (100%) -
Total 2 - 3 -

Top M&A Advisors

Legal Deals
Smith, Gambrell & Russell
 1
Troutman Pepper Hamilton Sanders
 1
Duane Morris
 1

Investor Summary

Investor Type

Family Office

Size

Small

Established

2014

Specialist/Generalist

Generalist

FAQ

When was Heritage Growth Partners founded?

Heritage Growth Partners was founded in 2014.

What type of investor is Heritage Growth Partners?

Heritage Growth Partners is a family office.

Where is Heritage Growth Partners headquartered?

Heritage Growth Partners is headquartered in Atlanta, Georgia.

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