In the Client's Words

"The Heritage team provided us with insightful analysis and a deep understanding of market indicators. They knew exactly the right moment to move forward with the transaction, helping us negotiate maximum return for a beloved enterprise that we spent 20 years building. We chose Heritage to represent us due to their expertise, connections, and above all, integrity. We knew we could trust them to level with us, advise us wisely, and bring unmatched transaction experience to our deal. They helped us achieve a suitable return on our investment and also pushed for an alliance with new owners that provided a strong match for our two firms, ensuring a lasting cultural ethos and legacy for our valued leaders and employees who remain with the business."
Diane Brunet

Deal Team