New Heritage Capital
New Heritage Capital Earns 2025 Private Equity Investing Solution of the Year
For many founder-owners, the traditional path to private equity capital has always involved a difficult trade-off—sell a majority ownership stake to gain the desired liquidity but relinquish control to the new investors. For decades, successful founder-owners have accepted that trade-off between liquidity and control.
New Heritage Capital Closes Fund IV with $438 Million in Commitments, Surpassing Target
BOSTON–(BUSINESS WIRE)–New Heritage Capital (“Heritage”) announced today the closing of its oversubscribed fourth fund, New Heritage Capital IV, L.P. (the “Fund”), at $438 million in total capital commitments, exceeding its…
Charlie Gifford – AM&AA’s 2021 Thought Leader of the Year
Charlie Gifford, Senior Partner at New Heritage Capital, has been awarded AM&AA’s 2021 Thought Leader of the Year. In April 2021, Charlie, along with his co-recipient Andy Greenberg, launched Middle Market…
Mark Jrolf On Managing Portfolio Companies During COVID-19
Mark Jrolf, Managing Senior Partner at New Heritage Capital, is featured in Mergers & Acquisitions article discussing how to help portfolio companies adapt in the COVID-19 pandemic. Full article is…
Heritage Promotes Mike O'Brien to Director
Heritage is pleased to announce the promotion of Mike O'Brien from Vice President to Director. Mike is responsible for generating new investment opportunities, initial new investment evaluation, and developing and maintaining…
Nickie Norris Featured in PFM Magazine Discussing Best Practices in Operations and Compliance
Best Practices in Operations and Compliance Nickie Norris, Senior Partner, COO and CCO at New Heritage Capital, is featured in Private Funds Management magazine discussing how small firms ensure best practices…
Charlie Gifford Featured in Article About Minority Investing
Minority Investing Reaches All-Time High Charlie Gifford, Senior Partner at New Heritage Capital, contributes to an article titled “Minority Investing Reaches All-Time High” Authored by Danielle Fugazy at Axial. The piece explores…
Heritage and Minority Investing
Non-Control Minority Investment: A New Path to Business Transition Mike O’Brien, Vice President at New Heritage Capital, contributes to a report titled “Non-Control Minority Investment: A New Path to Business Transition.”…
Heritage Promotes Melissa Barry and Judson Samuels to Partner
Heritage is pleased to announce the promotions of Melissa Barry and Judson Samuels to Partner. Both Ms. Barry and Mr. Samuels are long-term, senior members of Heritage’s investment team. Combined…