Heritage Oaks and its partners can support acquisitions exceeding $30 million in enterprise value and look to invest for long-term, sustainable growth, exceeding investment periods common in private equity.
Heritage Oaks focuses on established businesses with solid fundamentals and an owner looking for LIquidity and a leadership transition.
ESTABLISHED, TALENTED MANAGEMENT
AT LEAST THREE YEARS OF PROFITABILITY
NICHE, FRAGMENTED, AND GROWING MARKET
MINIMUM EBTIDA MARGINS OF 10%
MINIMUM EBTIDA OF $1.5 MILLION
HEALTHCARE SERVICES & PRODUCTS AND SUPPORT SERVICES;
BUSINESS SERVICES; AND LIGHT INDUSTRIAL SERVICES & MANUFACTURING
HERITAGE OAKS IS COMMITTED TO A PROCESS THAT PRIORITIZES FLEXIBILITY, DISCRETION, TRANSPARENCY, SPEED, AND CERTAINTY.
FIT: Meet to discuss business at high level; build trust between owner(s) and Heritage Oaks
PRELIMINARY REVIEW: Develop an understanding of the competitive position, financial metrics, and growth path of the business; provide the prospective seller(s) with and indication of interest and subsequent letter of intent
IN-DEPTH DUE DILIGENCE: Detailed due diligence in key areas of legal, accounting, risk, HR, and customers; work is performed with discretion with the intent to reach optimal deal terms
CLOSE: Execute legal documentation, fund the transaction, and prepare a transition plan