Providing Financial Solutions to Struggling Companies Since 1988

Heritage Equity Partners, founded by a group of CEOs, is known throughout the US as the premier investment banking firm for small to mid-sized companies in transition. Heritage Equity Partners' solutions include:

  • New Money (Debt or Equity)
  • Joint Venture Relationships
  • Entirety Sales At Maximum Value

Our Promise: Demonstrating integrity and excellence in all respects, Heritage Equity Partners will quickly put real financial options on the table and work with you, your creditors, the attorneys, and, if necessary, the courts until a solution is implemented. With Heritage Equity Partners, no stone is left unturned. In most situations, we charge no hourly fees or retainers and work on success fees only.


  • Over 450 Transactions Completed In 44 States
  • Broad Experience Across Many Industries
  • Clients' Annual Revenues From $5 million - $500 million


Ken Mann Named Distressed M&A Dealmaker of the Year

Ken Mann Named Top 100 Restructuring & Turnaround

Matt LoCascio Named Distressed M&A Turnaround Award Winner