© 2019 Heritage Growth Partners LLC. All Rights Reserved.

HERITAGE GROWTH PARTNERS

Patient Capital and Collaborative Resources Invested in

Partnership with Management

 
 

FOCUS 

Heritage Growth Partners LLC is a private, family investment office focused on serving owner-managers and their companies to accelerate growth and create long-term value.  

 

We personally invest non-control, growth equity alongside management and take a collaborative approach to build true partnerships that are enhanced by our ongoing strategic, financial and operational support. 

CORE VALUES

  • Mutual Respect

  • Integrity

  • Trust

  • Excellence

  • Servant Leadership

 

GUIDING PRINCIPLES

  •  Seek true partnership and mutual alignment of interests

  • Respect entrepreneurial dedication and business legacy 

  

  • Actively engage and collaborate to foster enduring growth

  • Be prudent stewards and serve our communities 

APPROACH

 

Seek Mutual Alignment

  • Understand the goals and values of owner-managers and their businesses

  • Personally invest non-control private equity aligned with these goals and values

Design and Execute a  Customized Solution

  • Develop an in-depth understanding of the business and objectives upfront to drive informed decision making, and optimize transaction structure and execution

  • Utilize our patient and flexible family capital (no pre-determined investment period) to address the strategic opportunities and accommodate the structural nuances of each situation

Build Long-Term Value Through True Partnership

  • Provide ongoing strategic, financial and operational support, and work collaboratively alongside management to accelerate growth, including through acquisitions

  • Leverage our networks and extensive personal relationships to expand business profile and drive revenue growth

INVESTMENT CRITERIA

 

Business Characteristics

  • Strong corporate culture and focus on values

  • Continuing owner-manager engagement and ownership 

  • Headquartered in the Southeast

  • EBITDA Target

    • New platforms: $3 million+

    • Add-ons: $1 million+

Transaction Types

  • Minority Recapitalizations

  • Growth or Acquisition Capital 

  • Management Buyouts or Buy-ins

  • Owner Transition or Succession

Target Industries

  • Ethnic & Specialty Foods

  • Manufacturing & Distribution

  • Repair & Maintenance Services

  • Training & Education

  • Specialty Retail & Consumer

PARTNERSHIPS

 

East West Manufacturing, LLC is a global design and contract manufacturing partner that produces high quality components, sub-assemblies and finished products for original equipment manufacturers and distributors throughout the U.S. and Europe - managing projects from design to delivery.

East West was founded in 2001 with the simple goal of helping companies become more competitive by right-shoring the manufacturing of high-quality products in the most optimum parts of the world. From this simple premise and an unwavering focus on people, values and collaboration, East West has experienced rapid growth and exceptional customer retention. East West is led by its co-founders, Scott Ellyson and Jeff Sweeney, and an energetic and entrepreneurial senior management team. In this next phase of growth, the company is actively seeking add-on acquisitions, with a focus on U.S. based manufacturing, to bolster its capabilities and broaden its reach.

East West's Capabilities

Design and Engineering 

Global Manufacturing

Supply Chain Management

15C, LLC is a fast casual restaurant brand holding company focused on creating an extraordinary culture by “using good judgement” and “treating others as you want to be treated.” The company’s foundation comes from 15 words that start with the letter “C” - Character, Chemistry, Capacity, Cheerfulness, Competence, Commitment, Courage, Collaboration, Conflict Management, Communication, Clear Goals, Coachable, Choices, Caring, and Context, not Control.

15C is led by Russ Umphenour and a veteran management team.  The company was founded in 2014 and currently has an ownership interest in Stevi B's.

ProsperCare LLC was founded to develop a scalable platform and process to address the growing staffing shortage in senior care. Through its ‘Care Coach’ model, ProsperCare combines the efficiencies of technology with the efficacy of human coaching to attract, qualify and engage candidates on an ongoing basis to support their career growth and fulfill their potential. ProsperCare's vision is to become the leading platform to empower personal, professional and financial prosperity for hourly workers.  

ProsperCare is led by its co-founders, Todd Williams and Anil Jagarlamudi, and a seasoned team with over 90 years of collective digital marketing, human development, technology, training, operations and leadership experience.

 

CONTACT US

5871 Glenridge Drive, Suite 450

Atlanta, Georgia 30328

Fax:  (404) 855-4352