Heritage Oaks Holdings

Financial ServicesColorado, United States2-10 Employees

Heritage Oaks works with entrepreneurs and retiring owners to pass on the heritage of their small businesses. We’re committed to preserving the company's legacy, and building on the reputation and relationships that have made it successful.

And we plan to be around for awhile. We care less about growing at warp-speed and more about creating lasting value. We focus on investing in people and infrastructure for the long haul.

While we remain largely industry-agnostic and are open to looking at just about anything if the opportunity is right, we focus on the following:

- A motivated seller with an established, talented team
- Strong regional or local presence
- At least 3 years of consistent profitability
- Minimum EBITDA margins of 10%
- Minimum EBITDA of $0.5 million
- Business services, light industrial services, and light manufacturing

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