Healthcare focus Heritage Group is a healthcare-focused private equity firm with over 40 years of experience and more than $1 billion in assets under management, presenting a strong buyer profile for healthcare services, health tech, and outsourced clinical operations.

Growth equity play Past investments in growth-stage healthcare companies like Equum Medical and Connections Health Solutions indicate a readiness to fund scale, telehealth, and behavioral health initiatives, suggesting opportunities for scalable healthcare technology and service providers.

Strategic LP network Limited partners include large provider systems, payers, and healthcare service providers operating over 800 hospitals and insuring more than 75 million lives, which could translate into potential co-investment, partnerships, or customer introductions across the healthcare ecosystem.

Regional focus Based in Nashville with a historical Tennessee footprint, Heritage Group often engages with regional healthcare innovators, creating opportunities for regional health tech firms and services looking to expand within the U.S. market.

Financial scale With revenue in the mid tens of millions and a sizable AUM, Heritage Group represents a credible capital source for mid-market healthcare startups and growth-stage companies seeking patient, long-term private equity capital and strategic value.