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We Focus On Business Services 

Heritage Point focuses on B2B services. While these are not the only industries we'd acquire in, some areas of interest include the following:

Asset Tracking &
Monitoring

We love businesses that help their clients track, monitor, and maintain their mission critical equipment. Some sample industries include:  

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  • Fleet telematics

  • Compressed air/vac

  • Leak detection

  • Remote patient/device monitoring

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Property Services

Real estate is the largest sector of the American economy and continuously growing. We like businesses that help real estate owners maintain and grow the value of their properties. Some sample industries include:

  • HOA Management Companies

  • Submetering

  • Pool servicing

  • Rust removal

Professional Education & Coaching

Education is a lifelong process. Businesses that help people learn, develop, change careers, and maximize their professional potential speak to us as both investors and as human beings. Some sample industries include:

  • Peer-to-peer networks

  • Vocational skill development

  • Continuing education businesses

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Outsourced Finance Organizations

There is a critical shortage of accounting professionals in the US and this is not going to be resolved anytime soon. Businesses that help their clients, particularly ones that have a vertical focus, resolve the accounting backlog are interesting to us. Some sample industries include:

  • Fund Administration

  • Fractional Accounting, Controlling, and Bookkeeping

Compliance & Certification Services

Businesses are required to comply with an ever-increasing amount of voluntary and required laws, regulations, and standards. The failure to comply can have serious consequences. Some sample industries include:

  • Background screening

  • Credential validation

  • ESG Compliance

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Data Services

As the saying goes, ‘Data is the new oil’. Businesses that provide their customers with unique and hard to access data provide their clients with their lifeblood. Some sample industries include:

  • Prospect list generation

  • Syndicated survey data

  • Niche vertical-specific data sets

Contact Us

If you have a deal in one of these focus areas, please contact us below

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