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heritage partners, llc
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Founded in 1989, Heritage Partners is a private equity firm based in Boston that specializes in investing in and acquiring family-owned and founder-led businesses. The firm is known for its unique transaction structure called "The Private IPO®," which allows business owners to sell a majority of their company for a significant cash payment while retaining a substantial equity stake and continuing to lead the business post-transaction. This approach is designed to provide liquidity to owners while ensuring operational continuity and aligning interests for future growth.
Canada
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Financial