Business Owners
The right financing solutions should support the owner’s vision, accelerate growth, and preserve the flexibility to act, not constrain it.
Merchant Bank · Commercial Loan Brokerage · Family Office Network
Merchant Banking.
Global Reach.
Heritage International Capital serves business owners and family offices through commercial loan brokerage, capital advisory, global investment intelligence and cross border execution.
Business OwnersFamily OfficesGlobal Mandates
New York · Merchant Banking
First Hand Intelligence.
Global Capital.
Global Capital.
International Capital Network
Mandates Across Developed Markets.
Illustrative relationship network
Capital in motion
Corporate Advisory
Planning, structuring
and execution.
and execution.
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Heritage International Capital
International Reach. Experienced Execution.
🇺🇸 USA🇨🇦 Canada🌏 APAC
🇦🇪 Dubai🇪🇺 EU🏝 Caribbean
US$2B+Active transaction pipeline
25+ yrsAverage team experience
20+Countries covered
Ivy LeagueEducated Team. Prometheus Society Member.
What We Do
Merchant Banking Capabilities
Heritage combines merchant banking capabilities, commercial loan brokerage, and global investment intelligence to uncover proprietary opportunities through direct relationships and first hand market access, bringing business owners and family offices closer to transactions rarely visible through conventional channels.
Explore ServicesWho We Serve
Built for Owners. Designed to Extend Your Teams.
Heritage works directly with business owners and family offices, either alongside existing advisers or as an extension of the team.
Family Offices
Unique opportunities and differentiated investment perspectives, driven by real time market insight, global relationships, and the rigorous selection of fund managers and operators.
Our Partners
Direct Relationships. Shared Objectives.
Heritage works with leading global providers to expand access to operating expertise, specialized capabilities, and shared opportunities.
Business Owners · Family Offices
Have a financing need, mandate or opportunity?
Give us the situation, timing and objective. We will tell you quickly where Heritage can add value.