About Us
Heritage International Capital
Heritage International Capital is a private investment firm and advisory established in 2023 by investors Haley Wen and Patrick DeFeo. We are a credit-first, private-markets platform, focused on short-tenor, event-driven capital solutions. Heritage specialized in structured debt for companies navigating transactions, closing growth fundings, and managing time sensitive working capital needs.
The Heritage investment framework is built on strong collateral protection, rigorous credit analysis, and disciplined underwriting. Superior returns begin with downside protection. Every deal is underwritten with layers of protection, conservative leverage assumptions, and clear paths to principal recovery.
Heritage partners exclusively with experienced investors who share our commitment to disciplined capital allocation, and long-term value creation.
Investment Services
1. Short-tenor Debt Financing
The Heritage International Capital flexible capital platform addresses time-sensitive
financing needs for growth companies, across the middle market. Heritage works with companies in the Energy, Real Estate, Automotive, Media and Entertainment, Software, and Telecommunications industries.
Co-Investment Partnership
Our firm structures exclusive co-investment partnerships that provide qualified investors access to carefully curated, private credit, and special situations deals. Our platform is designed for investors seeking direct exposure to individual transactions.
Corporate Advisory
The Heritage corporate advisory provides strategic counsel to clients on capital structure optimization, refinancing, mergers and acquisitions, and financial restructuring. This dual
perspective enhances our investment insights and creates additional value for our partners.
Heritage International Capital brings a disciplined and thoughtful approach to every engagement. Their focus on structure, downside protection, and long-term alignment sets them apart as a trusted partner in private capital.
Michael Thompson
Working with Heritage has been defined by transparency, professionalism, and strong risk management. Their investment philosophy prioritizes capital preservation while still identifying compelling opportunities.
Laura Chen
