STRATEGY THE PRIVATE IPO® TEAM PORTFOLIO NEWS PODCAST CONTACT WE INVEST IN FOUNDERS We collaborate with our companies, helping them double and triple in size. WHAT WE BRING TO THE TABLE Flexible Capital We provide creative and flexible capital – investing minority or majority equity, in full recapitalizations or growth equity structures. The Private IPO® Our innovative deal structure allows founders to gain significant liquidity while maintaining voting control and maximizing ongoing equity ownership. Learn more… Strategic Value Creation We know how to avoid the pitfalls that come with accelerated growth. We add value by helping augment people, process and infrastructure in our companies. Experienced Team Our partners have over 80 years of combined experience investing in founder-led companies. We’ve seen it all investing together. Culture of Partnership We respect the passion and vision of our founders – we believe in a culture of collaboration and teamwork. Focused Portfolio Approach The best results come from the concentrated efforts of experienced professionals. We focus our energy on executing a few great deals per year. WHERE WE INVEST We invest in multiple industries. Our companies are linked together by their successful founders who want to maximize growth. Business Services Education & Training Food Services & Distribution Maintenance/MRO & Installations Media Services Software & IT Services Staffing & Consulting Transportation & Logistics Value-Added Distribution Healthcare Ambulance & Patient Logistics Behavioral Health Consulting, Coding, Billing & RCM CRO/CMO Facilities/Clinics (Senior Care, Surgery Center/ER, PT) Home Health & Hospice Outsourced Medical Services Pharmacy Distribution Physician Practices Products - Consumables & DME Staffing Workers Compensation Manufacturing Aerospace Building Products Chemicals Food & Beverage Industrial Infrastructure Packaging Plastics COMPANY SIZE $4 – $20+ Million EBITDA for New Platform Companies INVESTMENT SIZE $15 – $50+ Million Equity Checks Want to work with us? GET IN TOUCH New Heritage Capital specializes in investing in founder- and entrepreneurial-owned businesses. We partner with founders that want to significantly grow their businesses, offering them innovative minority recapitalization and growth equity structures that allow them to meet their liquidity needs while retaining control and large equity ownership. CONTACT New Heritage Capital Prudential Tower 800 Boylston Street Suite 2200 Boston, MA 02199 617.439.0688 617.439.0689 newheritagecapital.com RECENT NEWS Carnegie Announces Acquisition of mStoner October 7, 2021 New Heritage Capital Invests in Icelandirect August 11, 2021 DOWNLOAD PDF INVESTOR LOGIN CONNECT © 2021. New Heritage Capital. All Rights Reserved. Website Design.