Heritage Financial Partners Information

Capital Markets Advisory | Financial Analysis & Diligence - M&A | Debt & Equity Financing | Recaps and Restructuring - Valuation | Forecasting | Technical Modeling www.heritagefp.com Heritage delivers institutional experience with boutique service to emerging and middle market companies that typically do not have access to the caliber of services afforded to large. Clients rely on us for mission-critical engagements such as acquisitions, divestitures, restructurings, recapitalizations, refinancings, joint ventures, follow-ons, and strategic expansions. We have a network of capital providers and strategic partners that we tap into in order to maximize value of your business. At Heritage, you will receive senior level attention and a team that isn’t afraid to dive into the finer details. When our clients need valuation, forecasting, or highly-technical modeling, Heritage is the first call they make. Our firm is the resource of choice when organizations need a top-caliber, on-demand solution that flexes up and down with their project flow. We provide complex financial analyses and deep due diligence for our clients on engagements encompassing acquisitions & divestitures, follow-on investments, independent quarterly valuation, recapitalizations, strategic expansions & product launches, joint ventures, cost cutting initiatives, restructurings, planning & budgeting, and large capital deployments. Heritage’s team spans a wide spectrum of diligence and analytical skills from years of experience in investment banking, principal investing, and Big 4 accounting so we can quickly come up to speed and provide actionable insights.