Heritage Financial Partners
Financial Services - , California, United States
Heritage Financial Partners Employees
Heritage Financial Partners Details
Investment Banking | Advisory & Consulting- M&A | Equity Raises | Debt Placement- Transaction Consulting | Due Diligence | Financial Reviewwww.heritagefp.comHeritage seeks to maximize the value of your business by tapping into our network of capital providers and strategic partners. Our team of professionals will deftly navigate you through the rigorous due diligence process and run an efficient M&A / fundraising process that brings you options. Clients rely on us to advise on their most critical assignments because Heritage delivers the type of institutional investment banking experience and boutique service to the lower middle market that has been traditionally reserved for large organizations. When you are ready to go to market, we'll ensure your business receives the attention it deserves.Our team encompasses a spectrum of business savvy from years of experience in principal investing, investment banking, and strategy consulting. We've assisted on complex engagements encompassing acquisitions & divestitures, independent valuations, refinancings, and recapitalizations. When you need a team to come up to speed quickly and provide actionable insights or conduct extensive diligence on a major capital project, call the team that isn't afraid to dive into the finer details and do the heavy lifting the other guys won't.
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