At Heritage, we’re not just advisors; we’re dedicated partners who roll up our sleeves and dive into the world of metals processing and distribution alongside you. We specialize in guiding mid-market metals companies through the exciting world of mergers and acquisitions where we put our strategic wisdom and transactional prowess to work for you.
With decades of experience managing metals businesses, we’re fluent in the language of metals processing and distribution, understanding and managing through market cycles. Whether you’re planning to sell, acquire, improve profitability, need succession or exit planning, or a partner for growth, our mission is crystal clear: we’re here as a partner with unparalleled expertise, ensuring you achieve your goals.
Here’s What Sets Us Apart
What distinguishes us is our experience. Our collective tenure brings unrivaled sector knowledge and insights, enabling us to identify value drivers and position your company strategically. We have long-term, established relationships with the leaders of the largest companies in the industry, private equity firms, and family offices focused on metals. This network provides our clients with extensive access to key players in the sector.
Completed Transactions
Metals: The Backbone of Industry
Metals are the foundation of our industrial economy, supplying materials to key sectors such as industrials, manufacturing, aerospace & defense, and automotive. Our firm’s experience in the Metals sector, as well as our expertise throughout the value chain, allows us to offer a comprehensive view of the market and drive value. Senior executives and business owners turn to us for:
- Execution Excellence: Known for our meticulous attention to detail and commitment to getting deals done.
- Sector Expertise: Deep knowledge of the metals distribution industry informs every aspect of our advisory services.
- Deep Relationships: Extensive connections with strategic, financial, and family buyers ensure you have access to the right partners.
- Creative Capital Solutions: Whether in the public or private capital markets, we have a track record of crafting innovative solutions to meet your unique needs.
Request a Confidential Consultation
At Heritage, our focus is on developing the right strategies to help you raise capital, acquire businesses for growth, and sell your company, allowing you to exit on your terms. Our no-obligation consultations are free and strictly confidential. Contact us today to explore how we can assist you.
