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.

___________________________________________________________

Investment Focus

Heritage Oaks focuses on established businesses with solid fundamentals and an owner looking for LIquidity and a leadership transition.

  • MOTIVATED SELLER

  • 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

Target Industries

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.

 
  1. FIT: Meet to discuss business at high level; build trust between owner(s) and Heritage Oaks

  1. 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

  2. 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

  3. CLOSE: Execute legal documentation, fund the transaction, and prepare a transition plan