Alternative Capitalis LLC

O'Brien Wealth Partners, located in Waltham, MA, is a comprehensive wealth management firm that blends decades of financial planning experience with academic expertise to provide tailored investment solutions. Their team, which includes multiple Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), emphasizes an individualized approach, prioritizing client stories and unique financial needs to foster long-term confidence and success. The firm addresses current financial challenges and market cycles by integrating insights into families' evolving needs and sustainable investment strategies. With a commitment to continuous client support, O'Brien Wealth Partners strives to adapt and guide clients through various life stages and economic conditions. Generated from the website

We provide actionable Strategic Insights with the highest quality operations with 24/7 Global Support

Heritage Partners is one of the leading private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Since 1987, the Partners have assembled a diversified portfolio of nearly 50 investments with revenues in the billions of dollars. Heritage Partners portfolio is divided into three funds, the Heritage Fund I, Heritage Fund II and Heritage Fund III. The firm's fundamental objective is to invest preferred and common stock, on a minority or majority basis, in mature, successful companies with revenues of $50 to $500 million. Industries of particular interest include healthcare, consumer products, food and beverage, distribution, light manufacturing and media. Heritage Partners is headquartered in Boston.