Bridging Heritage and Innovation
through evolution not revolution
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Bridging Heritage and Innovation
through evolution not revolution
Home
KEY INFO
TEAM
CHATTER
Track Record
Contact
More
  • Home
  • KEY INFO
  • TEAM
  • CHATTER
  • Track Record
  • Contact
  • Home
  • KEY INFO
  • TEAM
  • CHATTER
  • Track Record
  • Contact

About HeritAIge

OUR CAPITAL

HeritAIge's capital is our own private money (the Team). We equity fund deals from our own personal capital. 


We are not an AIFM (Alternative Investment Fund Manger) and are not undertaking regulated activity as defined by the Financial Services and Markets Act 2000 (FSMA)

what we invest in

Companies requiring rejuvenation to adapt to a new era


Many profitable businesses face an uncertain future without new energy, vigour and direction to adapt to the fast changing business environment. Our philosophy is to identify overlooked businesses that don't fit the fashioanble investment criteria  of other investors. We value the heritage of long established profitable businesses and simply wish to supplement this with our vision of operational and technological enhancement to adapt to the new era. 


Our mantra is evolution not revolution.


We aim to do this by harnessing the entrepreneurial heritage of founders whilst modernising the business infrastructure to adapt to the ensuing ‘AI’ age and dynamic competitive landscape. Our approach will be to re-energise both senior management and employees with a clear vision and strategy for each company underpinned by a clear plan for rejuvenation.


The combination of new capital and rejuvenation will provide strong returns for heritAIge investors based on sensible financial structures that do not risk the viability of the business.

Types of transactions we undertake

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GENERATIONAL sales

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COMPLEX MBOs

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CARVE OUTS

what companies are we looking for ?

SECTOR

SECTOR

SECTOR

We will invest in any sector other than 

- Construction

- Retail

- Real Estate

-Hospitality

- Fast moving tech


SIZE

SECTOR

SECTOR

Any investment we make has to be in companies of a minimum scale

- > £20m turnover

- underlying profits over the last 2 years

OWNERSHIP CRITERIA

INVESTMENT REQUIREMENT

INVESTMENT REQUIREMENT

We are very flexible in the investment structures we offer but we need to have  majority control of all the investments we make.

INVESTMENT REQUIREMENT

INVESTMENT REQUIREMENT

INVESTMENT REQUIREMENT

We aim to invest £1-10m of HeritAIge investors capital in each transaction we undertake. 

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