Heritage Oaks Holdings Email Format

Financial ServicesColorado, United States2-10 Employees

Heritage Oaks Holdings operates in the financial services sector with a focus on guiding the succession of small, privately held businesses as owners retire. The firm emphasizes preserving the operating legacy and the relationships that define a company’s local reputation, rather than chasing rapid expansion. Its approach aims to create lasting value by investing in the people and infrastructure that sustain a business over the long term. 

Based in Denver, Colorado, the firm maintains a largely industry-agnostic stance but concentrates on opportunities in business services, light industrial services, and light manufacturing when the fit aligns with its criteria. Targets typically include motivated sellers with an established team and a solid regional presence, a track record of profitability spanning at least three years, and minimum thresholds for EBITDA margins of 10% and EBITDA of $0.5 million.

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