
11 - 50 employees
Founded 2015
🤝 B2B
💸 Finance
💼 Consulting
💰 $3.4M Venture Round on 2018-09
B2B • Finance • Consulting
Heritage Holding is a small-business investment firm that partners with founders to acquire and scale regional service and infrastructure companies. The firm combines committed family‑office capital with hands-on operational support—focusing on IT/systems, financial planning & analysis, HR, and business processes—to drive growth, strategic bolt‑on acquisitions, and market expansion. Heritage targets a focused set of service and infrastructure verticals (including managed service providers, internet service providers, commercial HVAC, power services, hydrovac services, data centers, fencing, remote patient monitoring, engineering services, fractional CFOs, pest control, and RIAs) and emphasizes selective, long‑term partnerships rather than short‑term financial engineering.
🔥 2 minutes ago
Where this job comes from
Posted on Heritage Holding's careers page, not through a job board
First seen by Remote Rocketship 2 minutes ago

11 - 50 employees
Founded 2015
🤝 B2B
💸 Finance
💼 Consulting
💰 $3.4M Venture Round on 2018-09
B2B • Finance • Consulting
Heritage Holding is a small-business investment firm that partners with founders to acquire and scale regional service and infrastructure companies. The firm combines committed family‑office capital with hands-on operational support—focusing on IT/systems, financial planning & analysis, HR, and business processes—to drive growth, strategic bolt‑on acquisitions, and market expansion. Heritage targets a focused set of service and infrastructure verticals (including managed service providers, internet service providers, commercial HVAC, power services, hydrovac services, data centers, fencing, remote patient monitoring, engineering services, fractional CFOs, pest control, and RIAs) and emphasizes selective, long‑term partnerships rather than short‑term financial engineering.
• Provide hands-on operational leadership across the platform, including leading acquisition integration, strengthening decision-making processes, and improving systems • Partner with business owners to support day-to-day operations and platform-wide scaling initiatives • Help define and execute a shared integration and operational playbook across the platform • Address organizational, operational, and systems-related challenges • Support evaluation, selection, and rollout of core business systems, including ERP and other operational platforms • Bring structure and clarity to processes, reporting, and performance management without removing autonomy at the company level • Act as a trusted thought partner to senior Heritage leadership on strategy, systems, and operational decisions • Scale a business from approximately $2 million EBITDA to $20 million EBITDA within 1–2 years • Potentially transition into executive, investing, or search-fund entrepreneur roles within Heritage Holding’s ecosystem
• MBA (recent graduate or several years post-MBA) from a top program • Direct experience in blue-collar or service industries—such as home services, trades, construction, field services, logistics, manufacturing, or distribution—is strongly preferred; candidates who have operated, advised, or grown businesses of this type will be prioritized • Strong analytical, problem-solving, and decision-making skills • Excellent EQ, communication and interpersonal abilities • Comfort with ambiguity and fast-paced environments • Proven ability to lead projects from ideation to execution • Strong financial modeling, Excel, and data analysis skills • Entrepreneurial spirit and passion for small business • High integrity and a low-ego, team-first attitude • Strong bias for action with a builder’s mindset
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⚙️ Operations
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