The Heritage Partners

Building on Your Legacy

We are an entrepreneurial fund that invests in and manages Canadian small businesses with enduring profitability.

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About Us

At 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.

Our Team

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 business partners, we bring expertise in:

Management

As experienced executives at small and large companies, we know how to implement people management, software, and systems required to manage and scale companies.

Revenue Growth

As experienced operators, we know how to manage marketing, sales, and delivery to drive strong and consistent annual revenue growth.

Financing & Acquisitions

We’ll use our access to capital and expertise in M&A to scale your business:

  • $100M raised from investors and banks
  • 50 private company investments
  • 5 company acquisitions completed

Our Investment Focus

Seamless Owner Transition

We work with owners seeking a majority or complete exit with confidence in their company's future.

Strong Management

We partner with existing owners or management teams excited to operate the business post-transaction.

Enduring Profitability

We partner with companies that have a long history of consistent profits.

Canadian SMBs

We acquire Canadian businesses with $1.5M - $5.0M EBITDA based anywhere in Canada.

Future Growth

We invest in businesses that can expand through both organic growth and M&A.

Let’s Talk

Considering the next step for your business? Let's discuss how we can work together.

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