Services

Family Offices and Private Capital

Direct Lenders and Credit Funds

Trusted Advisory Counterparties

Owner-Operators and Developers

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.

Our structured, credit-first approach ensures capital is protected while seeking meaningful growth opportunities.

We provide expert guidance on complex transactions, helping companies and investors make informed, confident decisions.

Heritage builds enduring partnerships with trusted investors and high-quality businesses, grounded in integrity, accountability, and long-term stewardship