Heritage Oaks Holdings Employee Directory

Financial ServicesColorado, United States2-10 Employees

Heritage Oaks works with entrepreneurs and retiring owners to pass on the heritage of their small businesses. We’re committed to preserving the company's legacy, and building on the reputation and relationships that have made it successful.

And we plan to be around for awhile. We care less about growing at warp-speed and more about creating lasting value. We focus on investing in people and infrastructure for the long haul.

While we remain largely industry-agnostic and are open to looking at just about anything if the opportunity is right, we focus on the following:

- A motivated seller with an established, talented team
- Strong regional or local presence
- At least 3 years of consistent profitability
- Minimum EBITDA margins of 10%
- Minimum EBITDA of $0.5 million
- Business services, light industrial services, and light manufacturing

Find Heritage Oaks Holdings employees' phone numbers or email addresses

Heritage Oaks Holdings Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Heritage Oaks Holdings's Leadership

  • Stylized image of a person
    A. L.
    Managing Director
    Phone icon

Heritage Oaks Holdings Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Heritage Oaks Holdings

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. L.
    Managing Director
    Phone icon
    United StatesColorado
    Jan 21, 2026

Frequently Asked Questions

What is Heritage Oaks Holdings known for?

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Heritage Oaks Holdings was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in Denver, Colorado 80202 United States. Explore Heritage Oaks Holdings's company overview page for more information.

What is Heritage Oaks Holdings's most common email format?

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Heritage Oaks Holdings employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Oaks Holdings email formats with LeadIQ.

How many employees does Heritage Oaks Holdings have currently?

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Heritage Oaks Holdings has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Heritage Oaks Holdings's key employees and leadership?

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As of February 2026, Heritage Oaks Holdings's key employees include:

  • Managing Director: A. L.

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