Heritage Holding

Heritage Holding is a small business investment firm that partners with founders and invests in regional companies, providing operational expertise, finance, HR and enterprise-systems support. Its target sectors include managed service providers, rural internet service providers, commercial HVAC, power services, hydrovac, wealth management, data centers, fencing, remote patient monitoring, engineering services, fractional CFO services and pest control. Its Power Services platform includes Arrowhead Line and Roberts Ditching, both invested in 2025.

The firm works with founders and business owners whose companies it acquires or partners with, and it states that it takes a selective approach with a small number of companies at a time. It describes its capital as committed funding from family offices and says it pursues bolt-on acquisitions for its partner companies, with more than 40 stated so far. The website also cites 20 Fortune 1000 customers signed up, 500 people hired and 10 ERP implementations.

Co-founders Ross Porter and Alex de Pfyffer lead the firm, and its team is listed with principals, associates and vice presidents. Current open roles span finance, ERP implementation, business development, talent acquisition and operations, with listings in Boston, New York, Chicago and remote positions.

Product: Acquisition and operational partnership for founder-led regional companies across the sectors listed on its website, with Power Services as a current platform.