Alex Mammen | 

Alex founded Heritage in 2014 with the goal of creating true partnerships with entrepreneur-owners, built on long-term thinking, shared values and mutual alignment of interests. He brings over 25 years of private equity, investment banking, commercial lending and family business experience to Heritage, and has completed over 70 M&A and financing transactions valued in excess of $7 billion. Throughout his career, Alex has served as a trusted advisor to a variety of private and public companies, including a number of founder and family-owned businesses.

At Heritage, he focuses on identifying and investing in private companies, leading structuring and diligence, and advising and serving management teams in achieving their growth objectives. Previously, Alex was a Managing Director and Partner at TM Capital Corp., a boutique investment bank, with offices in New York, Boston and Atlanta. He joined TM in 2001 and co-founded the firm’s Atlanta office and served as Chief Operating Officer between 2009-2013 and as a Senior Advisor between 2013-2014. Prior to TM Capital, Alex worked in the Consumer, Financial Institutions and Real Estate/Structured Products Groups at Prudential Securities Investment Banking in New York and Atlanta between 1994-2001 and began his career in Commercial Lending at Bank of America.

​Alex earned his MBA with honors from the Booth School of Business at the University of Chicago and graduated from the University of Tampa, where he was a recipient of the President’s Scholarship. He is a Board Member at Mission:Hope, an Advisory Board Member for the Sykes College of Business at the University of Tampa and a Charter Member of the Atlanta chapter of The Indus Entrepreneurs (TIE). Alex and his wife Anne have two children and are active members of St. Mary’s Orthodox Church in Roswell, GA. Alex enjoys art, travel and home improvement projects.