Buying a business is hard. Doing it right is even harder.
At Heritage, our buy-side team helps clients identify and evaluate targets, reach decision-makers at high-value companies, bring them to the table, negotiate favorable terms, and navigate the complexities of acquisition from start to finish. That’s why clients trust Heritage Capital Group to lead the process—so they can stay focused on running their company while we handle everything else.
Can You Do It Yourself? Sure. But Will You?
You run your business. We’ll run the search.
Finding the right business to acquire takes more than good intentions—it takes time, tools, and tenacity. Could you build a list, reach out to hundreds of targets, and manage a drip campaign of calls, emails, and letters over many months? Possibly. But will you?
It’s like fishing. You can cast a line from the dock and hope for the best—or you can hire a charter, let an experienced captain take you to the right waters, use the right bait, and bring in the catch. That’s what we do. We know the waters, we have the gear, and we don’t leave success to chance.
Confidence Through Process
Acquiring a business isn’t just a transaction—it’s a strategic move. We bring structure, insight, and discipline to every engagement so you can act with clarity and confidence. From initial planning to final negotiations, we manage the details—so you can stay focused on the big picture
Your Goals. Our Focus.
Led by seasoned advisors. Built around your acquisition strategy.
Whether you’re looking to expand into new markets, broaden your offerings, or create long-term value through strategic acquisition, we tailor our approach to fit your specific objectives.
As a boutique firm, every engagement is led by a senior advisor who also conducts the outreach, bringing the experience, judgment, and credibility needed to open doors and earn trust. With decades of experience engaging directly with business owners, we know how to build rapport, ask the right questions, and uncover the information needed to evaluate fit, value, and strategic alignment.
Because we’re seen as trusted M&A professionals, owners are more likely to open up, giving you a clearer picture of each opportunity. We’re not just advisors—we’re your M&A team, fully aligned and embedded in your success.
Disciplined, Proven Approach
We don’t chase deals. We run a process.
At Heritage, we don’t just find targets—we run tailored acquisition strategies built around your goals. We start with alignment, then lead a proactive, senior-led search—reaching out confidentially to business owners and managing every step through diligence and negotiation.
Behind that process is infrastructure. We leverage a powerful combination of proprietary research tools, paid databases, and real-time deal platforms—along with a vast network of financial and industry relationships—to uncover the right opportunities. Outreach is carefully tracked in our CRM system, ensuring timely follow-up, full visibility, and sustained momentum across the entire campaign.
We also provide clients with real-time reporting through our online buy-side platform. Engagement summaries, target profiles, and campaign updates give you a clear view of our activity and progress—helping you stay informed, aligned, and ready to act when the right opportunity surfaces.
This is not just a process—it’s a disciplined, tech-enabled engine built to uncover and pursue the right deals, efficiently and effectively.
You Bring the Vision. We’ll Run the Process.
Let’s talk
We’re here to lead your acquisition strategy with clarity, discipline, and results. With a proven track record and hands-on approach, Heritage Capital Group gives you the confidence to pursue the right opportunity—and the experience to close with certainty.
