We are an entrepreneurial fund that invests in and manages Canadian small businesses with enduring profitability.
Contact UsAt The Heritage Partners, we understand that your business represents decades of hard work and perseverance. Our mission is to honour your legacy by expanding upon what you built. Our commitment is to preserve your clients, employees, and reputation.
We are not suits in a boardroom looking to cut costs and flip a company. We are a patient capital partner. Our goal is to drive sustainable growth and hold for the long term.
We are a team of serial entrepreneurs & operators who like to build. We have built many small companies and managed big corporations too. We understand what it takes to succeed. With a long-term investment approach, we strive to strengthen operations, modernize systems, and create new opportunities while maintaining the heart and soul of what you've built.
As experienced executives at small and large companies, we know how to implement people management, software, and systems required to manage and scale companies.
As experienced operators, we know how to manage marketing, sales, and delivery to drive strong and consistent annual revenue growth.
We’ll use our access to capital and expertise in M&A to scale your business:
We work with owners seeking a majority or complete exit with confidence in their company's future.
We partner with existing owners or management teams excited to operate the business post-transaction.
We partner with companies that have a long history of consistent profits.
We acquire Canadian businesses with $1.5M - $5.0M EBITDA based anywhere in Canada.
We invest in businesses that can expand through both organic growth and M&A.
Considering the next step for your business? Let's discuss how we can work together.
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