NEW HERITAGE CAPITAL

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For nearly twenty-five years, Heritage has focused on partnering with growing family-owned or founder-controlled businesses through a unique structure called The Private IPO®. In a typical Private IPO® transaction, Heritage takes a minority equity position in the company via a substantial investment in common and preferred stock. Our approach provides shareholders with the desired amount of liquidity, resolves transition issues, and allows shareholders to maintain control and accelerate the growth of their company. Since 1987, the firm has assembled a portfolio of more than 50 investments with aggregate revenues surpassing $3.5 billion.

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NEW HERITAGE CAPITAL

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Founded:
2006-01-01

Status:
Active

Contact:
617.439.0688

Email Addresses:
[email protected]

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Current Employees Featured

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Melissa Barry
Melissa Barry Partner @ New Heritage Capital
Partner
2004-06-01

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Charles K Gifford
Charles K Gifford Senior Partner @ New Heritage Capital
Senior Partner
1999-08-01

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Nickie Norris
Nickie Norris Co-Founder, Senior Partner, Chief Operating Officer & Chief Compliance Officer @ New Heritage Capital
Co-Founder, Senior Partner, Chief Operating Officer & Chief Compliance Officer
2006-05-01

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Mark Jrolf
Mark Jrolf Co-Founder & Managing Senior Partner @ New Heritage Capital
Co-Founder & Managing Senior Partner
1996-01-01

mike-obrien_image

Mike O’Brien
Mike O’Brien Director @ New Heritage Capital
Director
2019-01-01

Founder


charles-k-gifford_image

Charles K Gifford

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Mark Jrolf

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Nickie Norris

Acquisitions List

Date Company Article Price
2015-08-04 PRN Ambulance PRN Ambulance acquired by New Heritage Capital N/A

Investments List

Date Company Article Money raised
2021-08-11 Icelandirect New Heritage Capital investment in Private Equity Round - Icelandirect N/A
2021-02-18 FMS Solutions New Heritage Capital investment in Private Equity Round - FMS Solutions N/A
2020-10-13 Carnegie Dartlet New Heritage Capital investment in Private Equity Round - Carnegie Dartlet N/A
2019-03-04 Rhythmlink International New Heritage Capital investment in Private Equity Round - Rhythmlink International N/A
2018-02-08 Flying Colours New Heritage Capital investment in Private Equity Round - Flying Colours N/A
2017-02-22 Continental Services New Heritage Capital investment in Private Equity Round - Continental Services N/A
2016-10-06 Tandym Group New Heritage Capital investment in Venture Round - Tandym Group N/A

More informations about "New Heritage Capital"

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We work hard for you. Our private equity team respects culture and forms cohesive partnerships to grow your business.See details»

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New Heritage Capital specializes in investing in founder- and entrepreneurial-owned businesses. We partner with founders that want to significantly grow their businesses, offering them innovative minority recapitalization and growth …See details»

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Our private equity portfolio represents founders and entrepreneurs who seek to significantly grow their businesses while retaining majority ownership.See details»

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Charlie co-founded New Heritage Capital in 2006, and has been investing private equity in founder-owned, lower middle market businesses for 25 years. Charlie leads the firm’s origination practice, focusing his efforts on generating new …See details»

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Paul Schatz, Founder, and President of Heritage Capital has a wealth of experience investing in equities, fixed income, options, and futures.See details»

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Nov 28, 2023 New Heritage Capital (“Heritage”) announced today the closing of its oversubscribed fourth fund, New Heritage Capital IV, L.P. (the “Fund”), at $438 million in total …See details»

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Our team is what sets Heritage Capital apart from other financial advisors. We'll work to help you reach your investment goals.See details»

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Jul 19, 2025 Edwin J. Feulner, co-founder of the Heritage Foundation who transformed it into an influential conservative policy powerhouse, has died at 83 after shaping right-wing politics.See details»

The Heritage Foundation - Wikipedia

The Heritage Foundation (or simply Heritage) [1][2] is an American conservative think tank based in Washington, D.C. Founded in 1973, it took a leading role in the conservative movement in …See details»

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