Financial Services - Denver, Colorado, United States
Heritage Oaks Holdings is an operator led private investment firm. Our team is composed of entrepreneurs, individual & institutional investors, and operating executives.Heritage Oaks seeks to work with owners and advisors to lead companies through ownership transition. We are very interested in situations where business owners are considering retirement or desire to reduce their day-to-day management responsibilities. Heritage Oaks is committed to preserving the legacy and building on the reputation and relationships that have made the company successful. We are passionate about creating value for our community. After the acquisition, our focus will be to invest in people and infrastructure to sustain healthy growth.Heritage Oaks is interested in stable, profitable, and growing businesses with some of the following attributes: (i) motivated seller; (ii) established, talented management; (iii) at least three years of profitability; (iv) min EBITDA margins of 10%; and (v) min EBITDA of $0.5m.Heritage Oaks is committed to a process that provides flexibility, discretion, transparency, speed, and certainty.
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