Heritage is pleased to announce that it has completed a Structured Equity investment in REACH Medical Holdings, Inc.
Well-run family businesses can outperform the very best. For nearly 20 years, Heritage has specialized in addressing the needs of family-owned or founder-controlled businesses through a unique structure, The Private IPO®, which provides shareholders with liquidity, continued voting and operating control, and a strong financial partner to ensure growth.
Earlier this year, Heritage leveraged its experience partnering with founder-run businesses to introduce a Structured Equityoffering to address the lack of liquidity in the debt markets. These convertible preferred stock investments are made on a minority basis to provide growth capital and reduce debt levels.
Heritage is pleased to announce that it has completed a Structured Equity investment in REACH Medical Holdings, a family business based in Santa Rosa, CA. REACH is a leading provider of air medical transportation services in the western United States, operating seventeen rotor-wing and three fixed-wing aircraft. The Company treated and transported thousands of patients in 2008, all of which constituted emergency or critical care. Heritage’s investment will support the Company’s continued expansion throughout its region.