Opportunity Selection
Mandate fit, economics, structure, people, downside, and exit.
Services
Merchant Banking.
Two Core Capabilities.
Heritage combines merchant banking judgment, commercial loan brokerage, and global investment intelligence to support business owners and family offices with better information, stronger structures, and experienced execution.
Owner Centered. Directly Informed.
Independently Underwritten.
An Extension of Existing Advisers.
01 · Capital Advisory and Commercial Loan Brokerage
One Submission. Better Lender Fit. Faster Execution.
Cash flow and capital structure planning integrated with commercial loan brokerage, AI enabled process, direct lender access, rapid preliminary term sheets, refinancing strategy, and hands on execution through closing.
01One SubmissionCollect the financials and capital need once.
02AI Assisted ReviewAssess cash flow, identify gaps, and match lender criteria.
03Indicative TermsCompare viable options across size, pricing, maturity, and covenants.
04ExecuteCoordinate diligence, documentation, refinancing strategy, and closing.
Bridge CapitalSpecial SituationsAsset Backed FinancingEquipment FinancingA/R Financing
02 · Global Investment and Family Offices
First Hand Intelligence. Global Capital.
Global mandates, opportunity and manager selection, immediate and asymmetric information flow, and rapid diligence in investment decisions.
Fund Manager Review
Process, team, track record, risk, operations, and alignment.
First Hand Intelligence
Local contacts, operators, advisers, references, and market context.
Background Diligence
Ownership, litigation, regulatory history, track record, and adverse media.
Our Ecosystem
Legal and structuring · Banking and capital markets · Local diligence · Audit, admin, and compliance
Family Office Clubhouse
Club deals · Shared diligence · Deal flow visibility · Industry expertise · Private sessions
Our Philosophy
Flexibility to Act. Liquidity to Endure. Clear Paths to Exit.
We believe strong outcomes are built on experienced judgment, the flexibility and liquidity to act on the right opportunities, and clear, credible paths to exit, underpinned by disciplined execution and prudent risk management.
Business Owners · Family Offices
Bring us the situation. We will show you where Heritage can add value.
Financing need, transaction, mandate, or manager review. Give us the objective and timing.