Our Focus

Selling to Heritage Oaks

We know that relationships matter. We want to work with business owners to smoothly transition the company and its community from your safe hands to ours. This means we’ll be transparent in our processes, flexible in our mindset, and honest in our communication.

We’re here to build on your heritage. We respect the grit and perseverance it takes to start a small business. After the acquisition, we focus on investing in the people and infrastructure needed to sustain healthy growth.

We’re in it for the long haul. We’re not in the business of making a quick buck, and we focus on creating value for years to come.

Our Focus

While we remain largely industry-agnostic and are open to looking at just about anything if the opportunity is right, we focus on the following:

  • A motivated seller with an established, talented team

  • Strong regional or local presence

  • At least 3 years of consistent profitability

  • Minimum EBITDA margins of 10%

  • Minimum EBITDA of $0.5 million

  • Business services, light industrial services, and light manufacturing

If your business is a match, reach out to us!