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Heritage Growth Partners LLC
Single Family Office
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. They invest personally and take a collaborative approach, leveraging patient and flexible family capital alongside strategic, financial, and operational support.
Overview and Management
Establishment Year
2014
Mission
To collaborate closely with management teams to accelerate growth and create long-term value.
Values
Mutual Respect, Integrity, Trust, Excellence, Servant Leadership
Investment Roles
Direct Investor
Participant Demographics
Focus on owner-managers and entrepreneurs, particularly those seeking to maintain active involvement in their businesses.
Generational Wealth Planning
Emphasis on building long-term value and fostering enduring growth, ensuring the legacy of owner-managers.
Risk Tolerance
Patient and flexible family capital, suggesting a lower tolerance for short-term volatility and a focus on long-term growth.
References or Case Studies
Case studies available through portfolio companies like CAB Worldwide, Creative Sign Designs, and ProsperCare LLC.
Team Experience
Management teams at portfolio companies have significant experience (e.g., over 20 years at CAB Worldwide).
Notable Achievements
Investments in companies like CAB Worldwide, Creative Sign Designs, and East West Manufacturing.
Project Track Record
Investments include CAB Worldwide, Creative Sign Designs, ProsperCare, and realized investments in East West Manufacturing.
Exit Strategies
Recapitalizations, such as East West Manufacturing's recapitalization with MSD Partners.
Legal, Compliance and Contact Information
Regulatory Registrations
Compliance History
info@heritagegrowth.com
Phone Number
Address
Atlanta United States